401(k) Plans

19,299 topics in this forum

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

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

2. Deferrals Based on Non-Compete Payments?

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

3. safe harbor deemed not top-heavy

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

4. Is Contribution due for ex- partner?

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

5. retroactive change in plan

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

6. Safe Harbor

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

7. 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

8. Can contributions exceed compensation?

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

9. Terminated 401(k) participant distribution.

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

10. Catch-up Contributions on Off-Calander Plans

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

11. Employee Participation Survey

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

12. Employer Deductible Contribution

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

13. Required Minimum Distribution

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

14. 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

15. HCE only 401(k)

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

16. 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

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

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

18. MVRA Revisited - Expense Allocation

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

19. Match after a break-in-service

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

20. Top Heavy Contribution Timing

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

21. GLB BSA and USA Patriot act.

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

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

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

23. State taxation of 401K contributions?

    By Guest simbarat, March 12, 2002
    • 5 replies
    • 18.1k views
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    • IRC401
    • March 16, 2002

24. 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

25. 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

26. 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

27. Resident aliens and census data

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

28. 401(k) eligiblity

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

29. EGTRRA - Catchup contributions -- ADP / ACP

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

30. Catch-Up Contributions and Plan Imposed Limits

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

31. 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
    • 
    • Tom Poje
    • March 15, 2002

32. 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

33. ADP/ACP Testing - Prior vs Current

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

34. 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

35. Requesting information from a former employer.

    By Guest rjdietz, March 13, 2002
    • 3 replies
    • 3.8k views
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    • Medusa
    • March 14, 2002

36. 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

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

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

38. LLC Earned Income

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

39. Cash out of less than $5,000

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

40. HCE Determination

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

41. 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

42. 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

43. Max deferral % of 15% exceeded during 2001

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

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

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

45. plan transfers

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

46. 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

47. Removing 100% vesting at Early Retirement

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

48. Accelerated Vesting due to EGTRRA

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

49. Employee status?

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

50. Compensation

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