401(k) Plans

19,275 topics in this forum

1. For 1999 plan year, when does a QNEC have to be deposited to satisfy t

   By eilano, April 10, 2001
   • 7 replies
   • 2.4k views
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   • Richard Anderson
   • April 11, 2001

2. 5330's and Late 401(k) Contributions

   By Guest erisafried, April 10, 2001
   • 7 replies
   • 2.9k views
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   • Guest
   • April 12, 2001

3. Hardship distribution for Terminated Participant

   By Guest Tracy H, April 10, 2001
   • 6 replies
   • 4.3k views
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   • Guest
   • April 14, 2001

4. Top Heavy Test, Key in current plan year, but not last year.

   By Jean, April 10, 2001
   • 8 replies
   • 1.8k views
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   • david rigby
   • April 12, 2001

5. Is normal retirement age a protected benefit?

   By Guest UKH, April 9, 2001
   • 2 replies
   • 5.1k views
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   • david rigby
   • April 9, 2001

6. Notice before mandatory distribution/payoff for 401k loan

   By Guest Janice J, April 9, 2001
   • 5 replies
   • 2.7k views
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   • Guest
   • April 9, 2001

7. Partnership Contribution Deductions

   By Guest SHP, April 9, 2001
   • 5 replies
   • 3.4k views
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   • Guest
   • April 12, 2001

8. Self employment income; do you begin with Net C - 1/2 SE tax or (Net C

   By R. Butler, April 9, 2001
   • 6 replies
   • 1.9k views
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   • Guest
   • April 27, 2001

9. For 15% calculation purposes do you subtract deferrals before applying

   By R. Butler, April 9, 2001
   • 19 replies
   • 4.1k views
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   • Guest
   • April 11, 2001

10. When is it better to make the 3% nonelective safe harbor contribution

    By chris, April 6, 2001
    • 4 replies
    • 1.6k views
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    • Guest
    • May 11, 2001

11. Control Group Question

    By Guest Don J. Smith, April 6, 2001
    • 3 replies
    • 1.4k views
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    • david rigby
    • April 6, 2001

12. Plan Expenses

    By Guest PTWIN, April 6, 2001
    • 1 reply
    • 1.5k views
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    • Bob R
    • April 9, 2001

13. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
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    • Richard Anderson
    • April 6, 2001

14. Simple 401(k)-exclusive plan requirement

    By AndyH, April 5, 2001
    • 9 replies
    • 2.7k views
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    • Appleby
    • April 9, 2001

15. Group Annuity Contracts in a 401k

    By Guest pon66, April 5, 2001
    • 9 replies
    • 10.8k views
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    • KJohnson
    • September 24, 2002

16. Scrivener's error in safe harbor notice?

    By Guest Kelly Igel, April 4, 2001
    • 2 replies
    • 2.2k views
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    • rcline46
    • April 5, 2001

17. New investment company won't accept third party rollover check.

    By Guest James Osterhaus, April 4, 2001
    • 3 replies
    • 1.8k views
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    • Bill Berke
    • April 5, 2001

18. "Standardized" Adoption Agreement and Controlled Group

    By PMC, April 4, 2001
    • 5 replies
    • 3k views
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    • Bob R
    • April 11, 2001

19. As an employer making a company match on a 401(k) Plan, does the compa

    By Guest MaryP, April 4, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • April 4, 2001

20. Rollover from SEP to 401(k)

    By Guest Tracy H, April 3, 2001
    • 1 reply
    • 1.8k views
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    • Bill Berke
    • April 3, 2001

21. QTIP contains deceased spouses company. Is the ownership of the compa

    By Guest JEP, April 3, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • April 11, 2001

22. How to get your 401(k) plan changed

    By Guest Clifton Linton, April 3, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • April 3, 2001

23. Abusing the match safe harbor: Does low NHCE participation result in

    By Guest michaelv, April 2, 2001
    • 4 replies
    • 1.9k views
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    • Guest
    • April 2, 2001

24. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

25. Safe harbor 401(k) plan for only part of a controlled group?

    By John A, April 2, 2001
    • 0 replies
    • 1.6k views
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    • John A
    • April 2, 2001

26. Is there a problem where the trustee owns employer stock when it is al

    By Guest lawdawg, March 30, 2001
    • 4 replies
    • 1.6k views
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    • Guest
    • April 24, 2001

27. May non-union members in "right to work" states be tested

    By Guest Jose Rosario, March 30, 2001
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • April 2, 2001

28. Forfeitures used to reduce employer contribution.

    By Guest Giovanni, March 30, 2001
    • 6 replies
    • 2.1k views
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    • Guest
    • April 16, 2001

29. Layoff - vesting requirement under 401(k) Plan

    By Guest benefitsanalyst, March 30, 2001
    • 3 replies
    • 2.6k views
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    • david rigby
    • March 30, 2001

30. Partnership 401(k)

    By jkharvey, March 30, 2001
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 31, 2001

31. Can match formula be independent of amount of deferral?

    By John A, March 30, 2001
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • April 1, 2001

32. Would beneficiary witnessing signature invalidate designation?

    By Guest FREE401k, March 29, 2001
    • 16 replies
    • 7.8k views
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    • Guest
    • April 6, 2001

33. plan loans for family members

    By Guest sheadan, March 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2001

34. top heavy calculation for 401(k) plan - for the umpteenth time, what r

    By MR, March 29, 2001
    • 2 replies
    • 2k views
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    • Richard Anderson
    • March 29, 2001

35. Is it discriminatory in a self-directed plan to offer an investment wi

    By Guest Tara Curran, March 28, 2001
    • 3 replies
    • 1.9k views
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    • actuarysmith
    • April 2, 2001

36. Terminating a safe harbor 401(k) plan?

    By John A, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • March 29, 2001

37. Nonspousal Beneficiary distribution & QPSA/QJSA

    By Guest jim williams, March 28, 2001
    • 1 reply
    • 1.7k views
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    • Bob R
    • March 29, 2001

38. 401(k) deferrals and SEP contributions in same year?

    By Guest C.R. Gravitt, March 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 28, 2001

39. Nonstandardized vs. Standardized

    By Guest Donna Hearn, March 28, 2001
    • 1 reply
    • 5.5k views
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    • Bob R
    • March 29, 2001

40. Employer filed tax return. Can they amend return and make a P/S contri

    By Guest S FISCHER, March 27, 2001
    • 12 replies
    • 3.7k views
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    • mbozek
    • September 16, 2002

41. Qualified Match vs Regular Match -Correction

    By Guest UKH, March 27, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

42. Safe Harbor and Plan Merger

    By PMC, March 27, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • March 27, 2001

43. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 3.6k views
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    • RCK
    • April 19, 2001

44. Federal Truth and Lending disclosure

    By Guest xplan, March 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

45. Can a participant purchase stock in his directed account of a company

    By Guest, March 27, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • April 3, 2001

46. Top Heavy Test on Aggregated Plans

    By Guest chant44, March 26, 2001
    • 4 replies
    • 2k views
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    • Bob R
    • March 27, 2001

47. Notices defining "Employees Eligible to Defer" for Safe Harb

    By Guest Powers, March 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 26, 2001

48. 401K & Roth IRA in same year?

    By Guest Harrydoodl, March 25, 2001
    • 1 reply
    • 1.4k views
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    • wmyer
    • March 25, 2001

49. Is employers 401k deduction calculated properly?

    By Guest davida, March 24, 2001
    • 9 replies
    • 30.1k views
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    • rcline46
    • April 4, 2001

50. What is the status of "same desk" employees if their new emp

    By Guest Craig Smith, March 23, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 9, 2001