401(k) Plans

19,451 topics in this forum

1. Profit Sharing Plans

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

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

   By Guest J. BEARB, February 22, 2002
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • March 22, 2002

3. 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

4. Deferrals Based on Non-Compete Payments?

   By Christine Roberts, March 20, 2002
   • 16 replies
   • 5k views
   • 
   • IRC401
   • March 21, 2002

5. safe harbor deemed not top-heavy

   By Guest ERIC STRAND, March 21, 2002
   • 1 reply
   • 2.1k views
   • 
   • Tom Poje
   • March 21, 2002

6. Is Contribution due for ex- partner?

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

7. retroactive change in plan

   By Earl, March 21, 2002
   • 0 replies
   • 1.4k views
   • 
   • Earl
   • March 21, 2002

8. Safe Harbor

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

9. Permissible to reduce profit sharing contribution allocation by matchi

   By John A, March 13, 2002
   • 10 replies
   • 2.9k views
   • 
   • Greg Judd
   • March 21, 2002

10. Can contributions exceed compensation?

    By Guest Bob Monte, March 20, 2002
    • 6 replies
    • 3k views
    • 
    • Guest
    • March 21, 2002

11. Terminated 401(k) participant distribution.

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

12. Catch-up Contributions on Off-Calander Plans

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

13. Employee Participation Survey

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • March 20, 2002

14. Employer Deductible Contribution

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

15. Required Minimum Distribution

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

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

    By Guest GG, March 14, 2002
    • 3 replies
    • 2.3k views
    • 
    • MWeddell
    • March 19, 2002

17. HCE only 401(k)

    By Earl, March 16, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 19, 2002

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

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • March 18, 2002

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

    By Guest dhoefer, March 16, 2002
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • March 18, 2002

20. MVRA Revisited - Expense Allocation

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

21. Match after a break-in-service

    By Guest LLandau, March 18, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 18, 2002

22. Top Heavy Contribution Timing

    By kocak, March 5, 2002
    • 14 replies
    • 4.3k views
    • 
    • mbozek
    • March 18, 2002

23. GLB BSA and USA Patriot act.

    By fidu, March 18, 2002
    • 0 replies
    • 1.7k views
    • 
    • fidu
    • March 18, 2002

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

    By Guest Libby, March 15, 2002
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • March 18, 2002

25. State taxation of 401K contributions?

    By Guest simbarat, March 12, 2002
    • 5 replies
    • 19.9k views
    • 
    • IRC401
    • March 16, 2002

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

    By Guest ROB VIDOVICH, March 15, 2002
    • 1 reply
    • 5.9k views
    • 
    • KJohnson
    • March 15, 2002

27. 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

28. 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

29. Resident aliens and census data

    By Guest RLD, March 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • FJR
    • March 15, 2002

30. 401(k) eligiblity

    By cdavis25, March 15, 2002
    • 0 replies
    • 1.2k views
    • 
    • cdavis25
    • March 15, 2002

31. EGTRRA - Catchup contributions -- ADP / ACP

    By Guest Factster, August 3, 2001
    • 14 replies
    • 4.1k views
    • 
    • Guest
    • March 15, 2002

32. Catch-Up Contributions and Plan Imposed Limits

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

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

    By Guest Tara Curran, January 27, 2001
    • 22 replies
    • 4k views
    • 
    • Tom Poje
    • March 15, 2002

34. Does stock held in a trust count toward HCE status for ADP testing pur

    By Guest MAWalsh, March 15, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 2002

35. ADP/ACP Testing - Prior vs Current

    By Guest kgsingletary, March 14, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2002

36. Failed Tests, removing money by 3/15

    By Guest Noidy, March 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • March 14, 2002

37. Requesting information from a former employer.

    By Guest rjdietz, March 13, 2002
    • 3 replies
    • 4.7k views
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    • Medusa
    • March 14, 2002

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

    By Christine Roberts, March 14, 2002
    • 0 replies
    • 1.4k views
    • 
    • Christine Roberts
    • March 14, 2002

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

    By Guest CMC9, March 13, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2002

40. LLC Earned Income

    By Guest Pat Metallic, March 13, 2002
    • 1 reply
    • 2.1k views
    • 
    • Medusa
    • March 13, 2002

41. Cash out of less than $5,000

    By Guest ircreader, March 12, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 13, 2002

42. HCE Determination

    By Scott, March 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 13, 2002

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

    By Guest CAROLINE, March 12, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 13, 2002

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

    By Guest pensionadmin, March 10, 2002
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • March 12, 2002

45. Max deferral % of 15% exceeded during 2001

    By alexa, March 7, 2002
    • 12 replies
    • 2.1k views
    • 
    • maverick
    • March 12, 2002

46. 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

47. plan transfers

    By LIBERTYKID, March 12, 2002
    • 0 replies
    • 1.3k views
    • 
    • LIBERTYKID
    • March 12, 2002

48. 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

49. Removing 100% vesting at Early Retirement

    By Guest Kathy Bayes, March 11, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2002

50. Accelerated Vesting due to EGTRRA

    By Guest Sara H, March 11, 2002
    • 1 reply
    • 1.9k views
    • 
    • Archimage
    • March 11, 2002