401(k) Plans

19,318 topics in this forum

1. Controlled Group Top Heavy Aggregation

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

2. Failed ACP Test- Plan Termination

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

3. Failed ADP

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

4. 5500 Reporting for Self Directed Accounts

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

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

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

6. Vesting for term'd EE during merger

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

7. Hardship safe harbor definition

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

8. 401(k) loan: Leave of absence

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

9. Definition of Compensation

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

10. Five year forward averaging

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

11. GUST and EGTRA plan restatments for a terminated plan

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

12. QERP and QES

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

13. State and local government 401(k)s

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

14. key employee determination

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

15. QNEC Allocation

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

16. Catch-up contribution form

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

17. 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

18. Profit Sharing Plans

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

19. 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

20. 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

21. Deferrals Based on Non-Compete Payments?

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

22. safe harbor deemed not top-heavy

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

23. Is Contribution due for ex- partner?

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

24. retroactive change in plan

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

25. Safe Harbor

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

26. 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

27. Can contributions exceed compensation?

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

28. Terminated 401(k) participant distribution.

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

29. Catch-up Contributions on Off-Calander Plans

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

30. Employee Participation Survey

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

31. Employer Deductible Contribution

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

32. Required Minimum Distribution

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

33. 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

34. HCE only 401(k)

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

35. 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

36. 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

37. MVRA Revisited - Expense Allocation

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

38. Match after a break-in-service

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

39. Top Heavy Contribution Timing

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

40. GLB BSA and USA Patriot act.

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

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

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

42. State taxation of 401K contributions?

    By Guest simbarat, March 12, 2002
    • 5 replies
    • 18.4k views
    • 
    • IRC401
    • March 16, 2002

43. 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

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

    By Guest Janice Izzard, November 15, 1999
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • March 15, 2002

45. 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

46. Resident aliens and census data

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

47. 401(k) eligiblity

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

48. EGTRRA - Catchup contributions -- ADP / ACP

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

49. Catch-Up Contributions and Plan Imposed Limits

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

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

    By Guest Tara Curran, January 27, 2001
    • 22 replies
    • 3.9k views
    • 
    • Tom Poje
    • March 15, 2002