401(k) Plans

19,275 topics in this forum

1. Failure to make timely corrective distribution for Excess Contribution

   By James Matt Ullakko, April 30, 2001
   • 7 replies
   • 2.7k views
   • 
   • James Matt Ullakko
   • May 9, 2001

2. Leased Employees and HCE determination

   By Guest andmik, April 30, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • April 30, 2001

3. Farmer's Cooperatives Sponsoring 401(k) Plans

   By Guest stan, April 30, 2001
   • 4 replies
   • 2k views
   • 
   • Guest
   • May 14, 2001

4. Nationwide Terminating 300 plus PPA's 1 2

   By Guest TerminatedPPA, April 28, 2001
   • 55 replies
   • 20.3k views
   • 
   • Guest
   • August 6, 2002

5. Same desk rule help requested

   By Guest boberlander, April 27, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • April 27, 2001

6. Different match formulas for part-time and full-time employees?

   By Guest MES, April 27, 2001
   • 2 replies
   • 1.8k views
   • 
   • MWeddell
   • April 30, 2001

7. rollover contributions by former employees

   By Guest Marshall Franklin, April 27, 2001
   • 2 replies
   • 2.5k views
   • 
   • MWeddell
   • May 1, 2001

8. Can you exclude refunded deferrals from account balances for calculati

   By Guest pension222, April 26, 2001
   • 7 replies
   • 2.6k views
   • 
   • Medusa
   • April 30, 2001

9. Employer has exceeded 15% deductibility limit.

   By Guest Sara H, April 26, 2001
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • April 30, 2001

10. Required top heavy aggregation if newly promoted key's account balance

    By KJohnson, April 26, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 11, 2001

11. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 26, 2001

12. Suggestions for a GREAT 401(k)company? Administration and fund select

    By Guest Jennifer M., April 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • April 25, 2001

13. 5310-A Question

    By Guest Phil L., April 25, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 25, 2001

14. Vesting and Early Retirement Age

    By Guest robynkash, April 25, 2001
    • 4 replies
    • 3.4k views
    • 
    • RCK
    • April 3, 2003

15. Help with QNEC calculation.

    By Guest Francie Purnell, April 25, 2001
    • 4 replies
    • 6.4k views
    • 
    • Guest
    • April 25, 2001

16. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • April 24, 2001

17. Timeframe for one-year suspension, of elective deferrals to 401(k) arr

    By James Matt Ullakko, April 24, 2001
    • 4 replies
    • 2k views
    • 
    • R. Butler
    • April 25, 2001

18. I am currently analyzing the feasibility of changing our 401(k) vendo

    By Guest Nicolas Correa, April 24, 2001
    • 6 replies
    • 2.5k views
    • 
    • Jon Chambers
    • April 30, 2001

19. Involuntary rollovers from terminated 401(k) plan to IRA established w

    By Guest Norma Sharara, April 24, 2001
    • 2 replies
    • 2.6k views
    • 
    • Earl
    • April 30, 2001

20. Effects of a change in partnership on a 401(k) plan

    By Guest Pat Metallic, April 24, 2001
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • May 9, 2001

21. 404 Deduction Limits and annual additions - question about timing.

    By James Matt Ullakko, April 24, 2001
    • 6 replies
    • 2.4k views
    • 
    • John A
    • April 25, 2001

22. 401(k) average matching contributions from technology companies

    By Guest Mike Lanio, April 24, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 1, 2001

23. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

    By Guest France, April 21, 2001
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 24, 2001

24. Plan with last day requirement allocates match throughout year, permi

    By Guest LMalone, April 20, 2001
    • 15 replies
    • 6.2k views
    • 
    • EGB
    • August 11, 2003

25. How do you compute vesting when service crediting method and computati

    By Guest mo again, April 20, 2001
    • 2 replies
    • 2.4k views
    • 
    • Alf
    • April 23, 2001

26. Top heavy contributions for new EEs

    By Guest PAUL DUGAN, April 18, 2001
    • 4 replies
    • 1.6k views
    • 
    • Richard Anderson
    • April 19, 2001

27. Former employer sues over blackout period

    By Guest smmay, April 18, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 18, 2001

28. Purchase of land - "purchase of primary residence"???

    By Guest CJK, April 18, 2001
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • April 20, 2001

29. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel, April 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • April 18, 2001

30. Incorrect timing of forfeitures.

    By Guest UKH, April 18, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 19, 2001

31. 401(k) Portion of PSP Plan Need Own Tax ID No.?

    By chris, April 18, 2001
    • 4 replies
    • 2k views
    • 
    • actuarysmith
    • April 18, 2001

32. Earned income calculation when PLC members have separate expenses to a

    By Guest Diane DuFresne, April 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • April 21, 2001

33. Switching between current and prior year testing for ADP/ACP tests

    By Guest sammy, April 17, 2001
    • 6 replies
    • 5.7k views
    • 
    • Guest
    • February 26, 2002

34. When is a participant loan "made"? When they call or when t

    By Guest Cliff Langwith, April 17, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • April 18, 2001

35. Any statutory rule against one-year hold-out from 401(k) deferrals for

    By John A, April 17, 2001
    • 8 replies
    • 2.9k views
    • 
    • Richard Anderson
    • April 17, 2001

36. Approved Surety Providers

    By Guest Emiliano, April 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2001

37. Min Coverage rules for a company having both DB and DC plan.

    By Guest cascigm, April 17, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 18, 2001

38. Min Coverage Testing in light of contribution eligibility amendment to

    By Guest cascigm, April 17, 2001
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 18, 2001

39. how much TIME???????

    By Guest kase59, April 17, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 2001

40. Termination of 401(k) plan

    By Guest bujjigundu, April 16, 2001
    • 4 replies
    • 1.9k views
    • 
    • Richard Anderson
    • April 17, 2001

41. Settlor or Plan Expense?

    By Guest P Larson, April 16, 2001
    • 2 replies
    • 2.6k views
    • 
    • Jon Chambers
    • April 17, 2001

42. Related employers - NOND testing, mandatory aggregation, permissive ag

    By James Matt Ullakko, April 15, 2001
    • 4 replies
    • 2.9k views
    • 
    • James Matt Ullakko
    • April 19, 2001

43. Forfeitures used to reduce ER contrib

    By Guest LAAllen, April 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • April 14, 2001

44. Partner comp: include or exclude matching contribution for partner?

    By Guest Jane Francis, April 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • April 12, 2001

45. Can a non-trusteed plan be placed on a prototype adoption agreement?

    By Guest Powers, April 12, 2001
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • April 20, 2001

46. Plan Termination and 401(k) Loan

    By Guest benefitsanalyst, April 12, 2001
    • 3 replies
    • 11.3k views
    • 
    • actuarysmith
    • April 12, 2001

47. Does compensation have to be full year for Average Benefit Percentage

    By John A, April 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • John A
    • April 12, 2001

48. "brief exclusion" of an eligible employee from a 401(k) plan

    By Guest MES, April 11, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2001

49. < $5,000 involuntary cashouts with decline in market.

    By Guest Diane DuFresne, April 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 11, 2001

50. OK for a 401(k) plan to have 33% of assets in Employer Stock?

    By Richard Anderson, April 10, 2001
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • April 11, 2001