401(k) Plans

19,275 topics in this forum

1. Self-employed individual who has 1999 earned income of $160,000+ parti

   By Guest Janice Izzard, November 15, 1999
   • 2 replies
   • 1.5k views
   • 
   • Jim Chad
   • March 15, 2002

2. Safe Harbor 401(k) Plan Changes its Plan Year

   By John A, March 15, 2002
   • 0 replies
   • 1.5k views
   • 
   • John A
   • March 15, 2002

3. Resident aliens and census data

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

4. 401(k) eligiblity

   By cdavis25, March 15, 2002
   • 0 replies
   • 1.1k views
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   • cdavis25
   • March 15, 2002

5. EGTRRA - Catchup contributions -- ADP / ACP

   By Guest Factster, August 3, 2001
   • 14 replies
   • 3.9k views
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   • Guest
   • March 15, 2002

6. Catch-Up Contributions and Plan Imposed Limits

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

7. Is the annual limit prorated in a money purchase pension plan for a sh

   By Guest Tara Curran, January 27, 2001
   • 22 replies
   • 3.8k views
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   • Tom Poje
   • March 15, 2002

8. 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
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   • Guest
   • March 15, 2002

9. 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

10. 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

11. 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

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

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

13. 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

14. LLC Earned Income

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

15. Cash out of less than $5,000

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

16. HCE Determination

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

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

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

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

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

19. Max deferral % of 15% exceeded during 2001

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

20. 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

21. plan transfers

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

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

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

23. Removing 100% vesting at Early Retirement

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

24. Accelerated Vesting due to EGTRRA

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

25. Employee status?

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

26. Compensation

    By k man, February 27, 2002
    • 8 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 11, 2002

27. VERY late Profit Sharing Contribution

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

28. GUST certification

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

29. QNECs

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

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

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

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

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

32. 401(k) for Self Employed

    By Guest moe, November 13, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • March 8, 2002

33. After Tax - safe Harbor for Testing

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

34. Sole Prop. with one employee

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

35. 401(k) Plans

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

36. Best Training for 401(k) TPA?

    By Guest FREE401k, March 4, 2002
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • March 7, 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. Top Heavy under EGTRRA

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

39. Normal Retirement Age

    By James Matt Ullakko, February 20, 2002
    • 16 replies
    • 11.8k views
    • 
    • James Matt Ullakko
    • March 7, 2002

40. Top Heavy?

    By Guest TrustMe401k, February 21, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2002

41. Safe Harbor Plan With After Tax

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

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

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

43. state tax withholding

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

44. 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

45. 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

46. 70 1/2 Minimum Required Distribution

    By Guest dmband1, November 9, 2001
    • 12 replies
    • 3.3k views
    • 
    • Guest
    • March 5, 2002

47. Plan Distributions

    By Guest KevinP, February 15, 2002
    • 7 replies
    • 1.8k views
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    • Guest
    • March 5, 2002

48. restorative payments

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

49. Plan Loans in Bankruptcy

    By Guest DLH, February 28, 2002
    • 11 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 4, 2002

50. Multiple Use Failure

    By Guest CCarter, February 28, 2002
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 4, 2002