401(k) Plans

19,275 topics in this forum

1. HCE vs. NHCE

   By Guest koolkid, April 1, 2002
   • 2 replies
   • 3k views
   • 
   • pjkoehler
   • April 1, 2002

2. E & O Insurance

   By Guest LTurner, April 1, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 1, 2002

3. IRS Levy Question

   By Guest Barker, March 29, 2002
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • March 29, 2002

4. 411(d)(6) cutback to amend plan that allowed immediate distributions o

   By EGB, March 28, 2000
   • 4 replies
   • 2.5k views
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   • david rigby
   • March 28, 2002

5. Change of Union Status for ADP/ACP testing

   By Guest jvi, July 6, 1999
   • 6 replies
   • 3.3k views
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   • MWeddell
   • March 28, 2002

6. Sample Employer Policy on frequency allowing changes to deferrals?

   By Guest JPAdmin, March 26, 2002
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 28, 2002

7. life insurance in a qualified plan for the self-employed individual.

   By MR, March 28, 2002
   • 0 replies
   • 1.3k views
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   • MR
   • March 28, 2002

8. Controlled Group Top Heavy Aggregation

   By R. Butler, March 27, 2002
   • 3 replies
   • 2.4k views
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   • R. Butler
   • March 28, 2002

9. Failed ACP Test- Plan Termination

   By Guest UKH, March 27, 2002
   • 2 replies
   • 2k views
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   • Tom Poje
   • March 28, 2002

10. Failed ADP

    By Guest pensiondoc, February 26, 1999
    • 10 replies
    • 2.1k views
    • 
    • Disco Stu
    • March 27, 2002

11. 5500 Reporting for Self Directed Accounts

    By Guest JCatt, March 27, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2002

12. Safe Harbor (Non-elective 3%) - HELP!

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.6k views
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    • lkpittman
    • March 27, 2002

13. Vesting for term'd EE during merger

    By Guest RLD, March 27, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 27, 2002

14. Hardship safe harbor definition

    By doombuggy, March 27, 2002
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • March 27, 2002

15. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
    • 0 replies
    • 5.9k views
    • 
    • Guest
    • March 26, 2002

16. Definition of Compensation

    By Guest JEP, March 25, 2002
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2002

17. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • March 25, 2002

18. GUST and EGTRA plan restatments for a terminated plan

    By Guest smhjr, March 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 24, 2002

19. QERP and QES

    By fidu, March 18, 2002
    • 5 replies
    • 2.2k views
    • 
    • fidu
    • March 22, 2002

20. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

21. key employee determination

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

22. QNEC Allocation

    By Guest Tina Pickard, March 21, 2002
    • 1 reply
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

23. Catch-up contribution form

    By stephen, March 19, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 22, 2002

24. Highly comp only putting after tax money, testing required?

    By Guest Kim S., March 21, 2002
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

25. Profit Sharing Plans

    By Guest blb, March 21, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2002

26. Can you deduct the losses on your return for losses incurred for distr

    By Guest J. BEARB, February 22, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2002

27. Statement of Plan Compliance for vendor to sign off on each quarter

    By alexa, March 20, 2002
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • March 21, 2002

28. Deferrals Based on Non-Compete Payments?

    By Christine Roberts, March 20, 2002
    • 16 replies
    • 4.7k views
    • 
    • IRC401
    • March 21, 2002

29. safe harbor deemed not top-heavy

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 21, 2002

30. Is Contribution due for ex- partner?

    By Guest Renegade, March 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 21, 2002

31. retroactive change in plan

    By Earl, March 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Earl
    • March 21, 2002

32. Safe Harbor

    By PMC, March 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 21, 2002

33. Permissible to reduce profit sharing contribution allocation by matchi

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

34. Can contributions exceed compensation?

    By Guest Bob Monte, March 20, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2002

35. Terminated 401(k) participant distribution.

    By Guest tcunagin, March 19, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 20, 2002

36. Catch-up Contributions on Off-Calander Plans

    By Guest sritts, March 20, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2002

37. Employee Participation Survey

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • March 20, 2002

38. Employer Deductible Contribution

    By Guest KevinP, March 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 19, 2002

39. Required Minimum Distribution

    By Guest PRafferty, March 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 19, 2002

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

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

41. HCE only 401(k)

    By Earl, March 16, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 19, 2002

42. Clarification on forfeitures included or not in ADP/ACP test?

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • March 18, 2002

43. For a qualified distribution, do participants still pay taxes based on

    By Guest dhoefer, March 16, 2002
    • 4 replies
    • 1.4k views
    • 
    • RCK
    • March 18, 2002

44. MVRA Revisited - Expense Allocation

    By Guest halka, March 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 18, 2002

45. Match after a break-in-service

    By Guest LLandau, March 18, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 18, 2002

46. Top Heavy Contribution Timing

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

47. GLB BSA and USA Patriot act.

    By fidu, March 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • March 18, 2002

48. Payments to Participants by TPA (not a trustee)

    By Guest Libby, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • March 18, 2002

49. State taxation of 401K contributions?

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

50. Union 401K Plan and Non-Discrimination Testing (ADP/ACP)

    By Guest ROB VIDOVICH, March 15, 2002
    • 1 reply
    • 5.8k views
    • 
    • KJohnson
    • March 15, 2002