401(k) Plans

19,275 topics in this forum

1. Does stock held in a trust count toward HCE status for ADP testing pur

   By Guest MAWalsh, March 15, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • March 15, 2002

2. Age 50 Matching Contributions

   By Guest koolkid, March 14, 2002
   • 2 replies
   • 1.5k views
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   • John A
   • July 18, 2002

3. ADP/ACP Testing - Prior vs Current

   By Guest kgsingletary, March 14, 2002
   • 2 replies
   • 2.1k views
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   • Guest
   • March 15, 2002

4. Failed Tests, removing money by 3/15

   By Guest Noidy, March 14, 2002
   • 1 reply
   • 1.5k views
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   • pmacduff
   • March 14, 2002

5. Catch-Up Contributions and Plan Imposed Limits

   By Guest Paul Hinderegger, March 14, 2002
   • 1 reply
   • 1.6k views
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   • MWeddell
   • March 15, 2002

6. Resident aliens and census data

   By Guest RLD, March 14, 2002
   • 3 replies
   • 1.7k views
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   • FJR
   • March 15, 2002

7. The Effect of Social Security Wage Base on the Decision to Maximize El

   By Guest CAROLINE, March 14, 2002
   • 6 replies
   • 2.3k views
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   • Guest
   • October 11, 2002

8. ADP/ACP Testing of 2 plans w/different plan year

   By Guest GG, March 14, 2002
   • 3 replies
   • 2.1k views
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   • MWeddell
   • March 19, 2002

9. One-Time Opt Out by HCE Applies to Match/PS Contribution Only??

   By Christine Roberts, March 14, 2002
   • 0 replies
   • 1.3k views
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   • Christine Roberts
   • March 14, 2002

10. Safe Harbor "testing" for Early Entry participants?

    By Guest CMC9, March 13, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 13, 2002

11. LLC Earned Income

    By Guest Pat Metallic, March 13, 2002
    • 1 reply
    • 2k views
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    • Medusa
    • March 13, 2002

12. Permissible to reduce profit sharing contribution allocation by matchi

    By John A, March 13, 2002
    • 10 replies
    • 2.7k views
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    • Greg Judd
    • March 21, 2002

13. Requesting information from a former employer.

    By Guest rjdietz, March 13, 2002
    • 3 replies
    • 3.7k views
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    • Medusa
    • March 14, 2002

14. HCE Determination

    By Scott, March 12, 2002
    • 1 reply
    • 1.6k views
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    • MWeddell
    • March 13, 2002

15. Cash out of less than $5,000

    By Guest ircreader, March 12, 2002
    • 3 replies
    • 1.9k views
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    • Guest
    • March 13, 2002

16. State taxation of 401K contributions?

    By Guest simbarat, March 12, 2002
    • 5 replies
    • 17.9k views
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    • IRC401
    • March 16, 2002

17. plan transfers

    By LIBERTYKID, March 12, 2002
    • 0 replies
    • 1.2k views
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    • LIBERTYKID
    • March 12, 2002

18. Prior year testing for 1st Year 401(k) Plan

    By Guest AdminFL, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2002

19. Deduction Limit For Aggregate Plans (dc And Db) Plans

    By Guest CAROLINE, March 12, 2002
    • 3 replies
    • 1.6k views
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    • Mike Preston
    • March 13, 2002

20. When is contribution deductible, plan is calendar year but employer is

    By jkharvey, March 12, 2002
    • 0 replies
    • 1.5k views
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    • jkharvey
    • March 12, 2002

21. Removing 100% vesting at Early Retirement

    By Guest Kathy Bayes, March 11, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 11, 2002

22. Accelerated Vesting due to EGTRRA

    By Guest Sara H, March 11, 2002
    • 1 reply
    • 1.8k views
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    • Archimage
    • March 11, 2002

23. Employee status?

    By k man, March 11, 2002
    • 5 replies
    • 2.3k views
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    • k man
    • March 11, 2002

24. Merger of single employer 401(k) Plan into multiple employer 401(k)

    By Guest pensionadmin, March 10, 2002
    • 4 replies
    • 2.7k views
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    • Guest
    • March 12, 2002

25. Termination of 401(k) and move to SEP

    By Guest Jim Jesikiewicz, March 8, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 8, 2002

26. VERY late Profit Sharing Contribution

    By Guest AdminFL, March 8, 2002
    • 9 replies
    • 4.7k views
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    • Guest
    • March 9, 2002

27. "partial" safe harbor 401(k) plan?

    By EGB, March 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 8, 2002

28. Controlled Group -- separate plans

    By R. Butler, March 8, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • April 2, 2002

29. QNECs

    By Guest koolkid, March 8, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 8, 2002

30. After Tax - safe Harbor for Testing

    By Guest mkelly, March 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2002

31. Sole Prop. with one employee

    By FJR, March 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • FJR
    • March 8, 2002

32. GUST certification

    By Guest dudehead, March 7, 2002
    • 2 replies
    • 1.6k views
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    • david rigby
    • March 8, 2002

33. Max deferral % of 15% exceeded during 2001

    By alexa, March 7, 2002
    • 12 replies
    • 1.9k views
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    • maverick
    • March 12, 2002

34. Top Heavy under EGTRRA

    By Guest bogart126, March 6, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • March 7, 2002

35. 401(k) Plans

    By Guest hitt24, March 6, 2002
    • 3 replies
    • 1.5k views
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    • Guest
    • March 7, 2002

36. Safe Harbor Plan With After Tax

    By Guest mkelly, March 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 6, 2002

37. 1099-R Code 2

    By Guest Mary O'Connell, March 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Disco Stu
    • March 7, 2002

38. Dual eligibility & 401(a)(4) testimg

    By SMB, March 6, 2002
    • 3 replies
    • 2.3k views
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    • Mike Preston
    • March 6, 2002

39. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • actuarysmith
    • September 12, 2002

40. Top Heavy Contribution Timing

    By kocak, March 5, 2002
    • 14 replies
    • 4.1k views
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    • mbozek
    • March 18, 2002

41. state tax withholding

    By Guest bgrazetti, March 5, 2002
    • 1 reply
    • 1.7k views
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    • david rigby
    • March 5, 2002

42. Forced distribution for under $5000 - can't find the participant

    By Guest lkramer, March 5, 2002
    • 1 reply
    • 2k views
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    • stephen
    • March 5, 2002

43. restorative payments

    By Guest D. Leeke, March 4, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • March 4, 2002

44. Best Training for 401(k) TPA?

    By Guest FREE401k, March 4, 2002
    • 4 replies
    • 2.9k views
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    • Guest
    • March 7, 2002

45. How much can I borrow on my 401K?

    By Guest Zoil, March 3, 2002
    • 17 replies
    • 7.2k views
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    • Mike Preston
    • April 25, 2002

46. Where can we find information about the average % that employers contr

    By Guest JFBEARB, March 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

47. Nonelective Safe Harbor and Discretionary PS Contributions

    By Christine Roberts, March 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Christine Roberts
    • March 1, 2002

48. ADP test - can employee with zero compensation be excluded?

    By John A, March 1, 2002
    • 6 replies
    • 5.1k views
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    • AndyH
    • March 2, 2002

49. Electing current year ADP testing

    By Guest Willy235, March 1, 2002
    • 4 replies
    • 2.7k views
    • 
    • wmyer
    • November 19, 2002

50. Benefit Accrual in Standardized Plan

    By Dawn Hafner, March 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • actuarysmith
    • March 1, 2002