401(k) Plans

19,332 topics in this forum

1. Rabbi Trust and Divorce

   By Guest halka, April 2, 2002
   • 3 replies
   • 2.7k views
   • 
   • Guest
   • April 2, 2002

2. Catch-up Contributions in a non-calendar year plan

   By Guest Giovanni, March 28, 2002
   • 4 replies
   • 1.8k views
   • 
   • Mike Preston
   • April 2, 2002

3. Maxing 402(g) Limit Early in Year

   By Guest kjk, March 29, 2002
   • 11 replies
   • 2.3k views
   • 
   • Guest
   • April 2, 2002

4. Rabbi Trust

   By fidu, March 28, 2002
   • 8 replies
   • 4.1k views
   • 
   • fidu
   • April 2, 2002

5. PEO/Form 5330 situation

   By Guest Robin Vatalaro, March 22, 2002
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • April 2, 2002

6. Controlled Group -- separate plans

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

7. 401k Safety in Bankruptcy

   By Guest Eric_2002, February 15, 2002
   • 16 replies
   • 4.4k views
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   • mbozek
   • April 1, 2002

8. HCE vs. NHCE

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

9. E & O Insurance

   By Guest LTurner, April 1, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 1, 2002

10. IRS Levy Question

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

11. 411(d)(6) cutback to amend plan that allowed immediate distributions o

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

12. Change of Union Status for ADP/ACP testing

    By Guest jvi, July 6, 1999
    • 6 replies
    • 3.4k views
    • 
    • MWeddell
    • March 28, 2002

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

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 28, 2002

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

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

15. Controlled Group Top Heavy Aggregation

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

16. Failed ACP Test- Plan Termination

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

17. Failed ADP

    By Guest pensiondoc, February 26, 1999
    • 10 replies
    • 2.2k views
    • 
    • Disco Stu
    • March 27, 2002

18. 5500 Reporting for Self Directed Accounts

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

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

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.7k views
    • 
    • lkpittman
    • March 27, 2002

20. Vesting for term'd EE during merger

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

21. Hardship safe harbor definition

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

22. 401(k) loan: Leave of absence

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

23. Definition of Compensation

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

24. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.2k views
    • 
    • david rigby
    • March 25, 2002

25. GUST and EGTRA plan restatments for a terminated plan

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

26. QERP and QES

    By fidu, March 18, 2002
    • 5 replies
    • 2.3k views
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    • fidu
    • March 22, 2002

27. State and local government 401(k)s

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

28. key employee determination

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

29. QNEC Allocation

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

30. Catch-up contribution form

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

31. 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

32. Profit Sharing Plans

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

33. 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

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

    By alexa, March 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • Archimage
    • March 21, 2002

35. Deferrals Based on Non-Compete Payments?

    By Christine Roberts, March 20, 2002
    • 16 replies
    • 4.8k views
    • 
    • IRC401
    • March 21, 2002

36. safe harbor deemed not top-heavy

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

37. Is Contribution due for ex- partner?

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

38. retroactive change in plan

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

39. Safe Harbor

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

40. 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

41. Can contributions exceed compensation?

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

42. Terminated 401(k) participant distribution.

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

43. Catch-up Contributions on Off-Calander Plans

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

44. Employee Participation Survey

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 20, 2002

45. Employer Deductible Contribution

    By Guest KevinP, March 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 19, 2002

46. Required Minimum Distribution

    By Guest PRafferty, March 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 19, 2002

47. 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

48. HCE only 401(k)

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

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

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • March 18, 2002

50. 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