401(k) Plans

19,275 topics in this forum

1. Limit on discretionary match

   By Disco Stu, May 21, 2001
   • 2 replies
   • 1.9k views
   • 
   • rcline46
   • May 22, 2001

2. Client wants to make additional integrated non-elective contribution o

   By KateSmithPA, May 21, 2001
   • 2 replies
   • 1.8k views
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   • MWeddell
   • May 22, 2001

3. Does the same desk rule apply if the new and old employers are not rel

   By John A, May 18, 2001
   • 3 replies
   • 1.9k views
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   • MWeddell
   • May 23, 2001

4. Can matching contributions made through part of the plan year be recha

   By Guest Pat Metallic, May 18, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 18, 2001

5. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

   By Guest rrocket61, May 18, 2001
   • 1 reply
   • 1.5k views
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   • Jon Chambers
   • May 18, 2001

6. Do we have a Multiple Employer plan?

   By Guest willoughby, May 17, 2001
   • 7 replies
   • 2k views
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   • Guest
   • May 29, 2001

7. Extra Match causing 415 violations/testing problems in off plan year.

   By Guest Brenda Schachle, May 16, 2001
   • 7 replies
   • 2.3k views
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   • M R Bernardin
   • May 18, 2001

8. the latest CPI (Consumer Price Index) and implications for next year.

   By Guest Tom Poje, May 16, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • May 16, 2001

9. Terminating PEO Plan & Successor Plan rule

   By Guest jim williams, May 16, 2001
   • 1 reply
   • 1.8k views
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   • alanm
   • May 22, 2001

10. Do Prototype plans get an extra year to decide current year vs. prior

    By John A, May 15, 2001
    • 1 reply
    • 1.4k views
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    • Bob R
    • May 21, 2001

11. 401(k) Hardship Withdrawals

    By Guest 401kgreen, May 15, 2001
    • 5 replies
    • 2.1k views
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    • RCK
    • May 16, 2001

12. ADP question

    By Guest Gibson, May 15, 2001
    • 3 replies
    • 1.5k views
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    • Guest
    • May 16, 2001

13. 404(c) trade confirmations

    By k man, May 15, 2001
    • 5 replies
    • 1.9k views
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    • k man
    • May 17, 2001

14. Spinoff

    By Guest johnk4, May 15, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 17, 2001

15. Current Year ADP/Prior Year ACP/shift MUAT?

    By Guest marie kelly, May 15, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2001

16. Permissive aggregation for coverage testing

    By Guest Phil L, May 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 15, 2001

17. Fidelity vs. Fiduciary Bonds?

    By Guest susan w, May 14, 2001
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • May 18, 2001

18. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • February 20, 2009

19. Are 401k elective deferrals deducted as employer contributions on spon

    By David MacLennan, May 10, 2001
    • 2 replies
    • 2.7k views
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    • alanm
    • May 14, 2001

20. What do you do if a person does not have enough money in his/her accou

    By Guest UKH, May 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 11, 2001

21. Need a good Plan document!

    By Guest FREE401k, May 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 10, 2001

22. Is a plan permissible for one class of employees of an employer while

    By Guest Pat Metallic, May 10, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 10, 2001

23. Changing entry dates

    By R. Butler, May 10, 2001
    • 4 replies
    • 2k views
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    • wmyer
    • May 11, 2001

24. 401(a)17 and Matching contributions.

    By Guest marie kelly, May 9, 2001
    • 6 replies
    • 2.5k views
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    • Medusa
    • May 10, 2001

25. Successor plan does not want to accept deferrals from acquired plan du

    By Guest LMalone, May 9, 2001
    • 1 reply
    • 1.5k views
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    • QDROphile
    • May 9, 2001

26. Can a retirement plan by adopted by only one of two corporations owned

    By Guest Pat Metallic, May 8, 2001
    • 7 replies
    • 1.9k views
    • 
    • Moe Howard
    • May 10, 2001

27. top heavy plan with no employer discretionary profit sharing contribut

    By Guest ROB VIDOVICH, May 8, 2001
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • April 4, 2002

28. What to do with 401K plan / college savings

    By Guest nathannah, May 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2001

29. Is it or isn't it...?

    By Ervin Barham, May 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • May 8, 2001

30. When is Layoff considered Separation of Service?

    By Guest JasonElliott, May 8, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 8, 2001

31. Can plan document of Parent corp's defined contribution plan exclude e

    By Moe Howard, May 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • May 8, 2001

32. Increasing eligibility requirements

    By Guest Marshall Franklin, May 7, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 7, 2001

33. Hardship Withdrawal Request - What if there isn't enough to fund need

    By Guest EMozley, May 4, 2001
    • 2 replies
    • 1.9k views
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    • Moe Howard
    • May 5, 2001

34. 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

35. 12/30 Plan year-end to 12/31 Plan year-end?

    By Guest gkaley, May 4, 2001
    • 4 replies
    • 1.7k views
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    • Wessex
    • May 7, 2001

36. Rollover to employer 401k plan from an IRA that may contain contributi

    By Guest Cliff Langwith, May 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2001

37. Two Section 415 limits in unrelated companies.

    By Guest, May 3, 2001
    • 16 replies
    • 3.8k views
    • 
    • Guest
    • June 3, 2001

38. How is a fiduciary penalized for engaging in a "conflict of inter

    By Moe Howard, May 3, 2001
    • 2 replies
    • 1.4k views
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    • Jon Chambers
    • May 3, 2001

39. Trustee EIN

    By Guest trojaninvestor, May 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 3, 2001

40. Information needed in regard to an audit signed by an actuary for a 40

    By Guest Michael Anderson, May 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2001

41. Client has an Money Purchase Plan and now wants a 401(k). Can they ha

    By Guest michaelv, May 2, 2001
    • 5 replies
    • 2.2k views
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    • Moe Howard
    • May 3, 2001

42. Can plan tie matching contribution to measurable job performance crite

    By Guest KevinGordon, May 2, 2001
    • 9 replies
    • 2.6k views
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    • Medusa
    • May 5, 2001

43. Annual Additions--include dependent care account?

    By Guest Martha A. Hayner, May 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 2, 2001

44. What is correction for excluding eligible employees?

    By Guest GMedley, May 1, 2001
    • 1 reply
    • 1.5k views
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    • R. Butler
    • May 2, 2001

45. BIS and Rehire

    By Guest russo40, May 1, 2001
    • 1 reply
    • 2.3k views
    • 
    • R. Butler
    • May 2, 2001

46. Forfeiture of Related Match from ADP Test Failure

    By Guest KB, May 1, 2001
    • 1 reply
    • 4k views
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    • MWeddell
    • May 2, 2001

47. HCEs and nondiscrimination test

    By Guest dhoetger, May 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 9, 2001

48. Administrative Guidelines

    By Guest Tom Antonielli, May 1, 2001
    • 3 replies
    • 1.5k views
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    • rcline46
    • May 2, 2001

49. Early withdrawal penalty on earnings attributable to after-tax contrib

    By Guest Pat Metallic, May 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • May 1, 2001

50. Coverage for controlled group with separeate plans

    By MR, April 30, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2001