401(k) Plans

19,298 topics in this forum

1. Deferrals in excess of plan document limit -- include in ADP? Are the

   By R. Butler, May 4, 2001
   • 2 replies
   • 1.7k views
   • 
   • Bob R
   • July 7, 2001

2. Announcement 2001-77

   By Guest Robin S. Vatalaro, July 6, 2001
   • 3 replies
   • 1.7k views
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   • Bob R
   • July 7, 2001

3. Minimum account balances

   By Guest Tom Cummins, July 5, 2001
   • 3 replies
   • 1.8k views
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   • Jed Macy
   • July 7, 2001

4. New Comp. Plan Diff entry for deferrals and Prof. Shar.

   By Guest dlm, June 28, 2001
   • 5 replies
   • 1.6k views
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   • Guest
   • July 6, 2001

5. Employee 401k Funds Ques. - Company "Going Under"

   By Guest nroth, July 5, 2001
   • 4 replies
   • 1.6k views
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   • Guest
   • July 5, 2001

6. Inservice W/D prior to age 59 1/2

   By Guest S FISCHER, July 3, 2001
   • 3 replies
   • 2.8k views
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   • MWeddell
   • July 5, 2001

7. non-profit city utility companies and 401Ks

   By Guest itrade4u2, July 2, 2001
   • 1 reply
   • 1.3k views
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   • Guest
   • July 5, 2001

8. Trust vs. Named Persons as Beneficiary on 401k Plan

   By Guest jbruggeman, July 2, 2001
   • 1 reply
   • 6.1k views
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   • Guest
   • July 5, 2001

9. Incorrect treatment of elective deferrals

   By jkharvey, July 4, 2001
   • 0 replies
   • 1.3k views
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   • jkharvey
   • July 4, 2001

10. Employer required 401K?

    By Guest aoshell, June 28, 2001
    • 7 replies
    • 2.6k views
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    • Guest
    • July 4, 2001

11. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • July 3, 2001

12. typical matches for software companies

    By Guest Smokin, July 2, 2001
    • 1 reply
    • 1.3k views
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    • Guest
    • July 3, 2001

13. Proof of Use?

    By Guest ProofNeeded, July 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 3, 2001

14. termination distn fees

    By Guest billy bong, June 22, 2001
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 2001

15. allocated contracts

    By Guest twalters, July 3, 2001
    • 0 replies
    • 2k views
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    • Guest
    • July 3, 2001

16. Eligibility for PS Contribution - Controlled Group Issue

    By Guest ANNEBV, July 2, 2001
    • 1 reply
    • 1.5k views
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    • Guest
    • July 2, 2001

17. 401k

    By Guest Stras, June 7, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • July 2, 2001

18. Determining the Minimum Top Heavy Contribution

    By Guest Ray Hedger, July 2, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2001

19. Current year testing vs. prior year

    By FJR, June 26, 2001
    • 8 replies
    • 3.6k views
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    • Bob R
    • July 1, 2001

20. Oops the plan sponsor forgot to 1099 the hardship withdrawal

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 30, 2001

21. What counts towards making the 3% min TopHeavy contrib

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 30, 2001

22. Top Heavy Minimum Benefit

    By James Matt Ullakko, June 21, 2001
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • June 30, 2001

23. Annual additions limit in 2002 under EGTRA

    By AndyH, June 5, 2001
    • 14 replies
    • 3.1k views
    • 
    • Earl
    • June 30, 2001

24. 415 under EGTRRA

    By Guest JBlair, June 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 30, 2001

25. Pending Divorce

    By k man, June 28, 2001
    • 6 replies
    • 2.4k views
    • 
    • QDROphile
    • June 29, 2001

26. Canadian employee

    By Guest Cathie, June 29, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 29, 2001

27. Form 5310-A Question 4(b)

    By John A, June 28, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • June 28, 2001

28. What does the IRS need to merge a 401(k) and a profit sharing plan?

    By Guest Michael Anderson, June 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 27, 2001

29. Leave of Abscence relating to testing

    By Guest Achilles, June 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 27, 2001

30. Safe Harbor 401k Plan - ee's haven't met statutory elig

    By Guest Robin S. Vatalaro, June 20, 2001
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 27, 2001

31. Employer Employs No NHCEs

    By lkpittman, June 26, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • June 26, 2001

32. Beneficiary - J&S Plan

    By MR, June 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • MR
    • June 26, 2001

33. EGTRRA re: top heavy calc

    By Brenda Wren, June 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 25, 2001

34. Match on "Catch-up" and ACP

    By Guest Andy Mayo, June 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 25, 2001

35. 404(c)

    By k man, June 19, 2001
    • 8 replies
    • 2.5k views
    • 
    • k man
    • June 25, 2001

36. Passive Enrollment

    By Guest smc, June 21, 2001
    • 2 replies
    • 2.1k views
    • 
    • IRC401
    • June 23, 2001

37. Participant receive too much money on failure of discrimination test

    By KateSmithPA, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 22, 2001

38. 3% Contribution For A Top Heavy Plan

    By Guest Jennifer M., June 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • June 22, 2001

39. liability of recorkeepers / administrators for late contributions

    By Guest MES, June 14, 2001
    • 5 replies
    • 2.2k views
    • 
    • davef
    • June 22, 2001

40. New 402(g) Limits for Non-CY Plans

    By davef, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 22, 2001

41. 401(k) deposits

    By MR, June 19, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 21, 2001

42. Plan eligibility question - rehires

    By Guest Gibson, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 21, 2001

43. Investment Management Fees

    By Guest DDDlump, June 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • June 21, 2001

44. Non-U.S. Citizens in 401(k) Plan

    By Guest Kelly Igel, June 6, 2001
    • 8 replies
    • 10.9k views
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    • Moe Howard
    • June 21, 2001

45. Payroll did not withhold the correct %

    By KateSmithPA, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Moe Howard
    • June 20, 2001

46. Correction of failed ADP test

    By SMB, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 20, 2001

47. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 19, 2001

48. ADP Refunds in Top Heavy Calculation

    By Guest SBlack, June 19, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • June 19, 2001

49. 410(b) transition rule and ADP testing

    By Guest LMalone, June 14, 2001
    • 5 replies
    • 9.2k views
    • 
    • Bob R
    • June 19, 2001

50. Qnec's and prior year testing

    By Guest CGBS, June 18, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 19, 2001