401(k) Plans

19,275 topics in this forum

1. 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
   • 
   • Guest
   • April 27, 2001

2. Same desk rule help requested

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

3. Rollovers and Distributions

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

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

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

5. Elimination of 401(k) match and vesting

   By Guest benefitsanalyst, March 5, 2001
   • 6 replies
   • 2.3k views
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   • KJohnson
   • April 25, 2001

6. 404 Deduction Limits and annual additions - question about timing.

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

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

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

8. 5310-A Question

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

9. Help with QNEC calculation.

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

10. 2001 Corrective Distribution taxable in 2000. Some tax software packa

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

11. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

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

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

    By Guest lawdawg, March 30, 2001
    • 4 replies
    • 1.5k views
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    • Guest
    • April 24, 2001

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

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

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

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

15. 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

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

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

17. Incorrect timing of forfeitures.

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

18. Top heavy contributions for new EEs

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

19. Conversion to Automatic Enrollment

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

20. 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

21. Former employer sues over blackout period

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

22. 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

23. 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

24. 401(k) Portion of PSP Plan Need Own Tax ID No.?

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

25. how much TIME???????

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

26. 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

27. 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

28. Elapsed time vs. actual method

    By k man, March 28, 2000
    • 3 replies
    • 5.6k views
    • 
    • Guest
    • April 18, 2001

29. When is a loan in default?

    By Guest DWARD, September 13, 2000
    • 5 replies
    • 2.9k views
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    • MWeddell
    • April 18, 2001

30. Termination of 401(k) plan

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

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

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

32. Approved Surety Providers

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

33. Settlor or Plan Expense?

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

34. Can payments made after termination of employment (severance, disabili

    By EGB, February 23, 2000
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • April 16, 2001

35. 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

36. Should a CODA plan be designed(or amended) to comply with the Safe Har

    By Guest Alex Calin, July 5, 1999
    • 5 replies
    • 1.4k views
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    • Guest
    • April 15, 2001

37. Forfeitures used to reduce ER contrib

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

38. Hardship distribution for Terminated Participant

    By Guest Tracy H, April 10, 2001
    • 6 replies
    • 4.2k views
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    • Guest
    • April 14, 2001

39. prospectus delivery

    By Scuba 401, December 27, 1999
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • April 13, 2001

40. Partnership Contribution Deductions

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

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

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

42. 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

43. Distribution rolloever contained "ineligible" amounts-record

    By Guest SusanS, May 1, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 12, 2001

44. 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

45. Plan Termination and 401(k) Loan

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

46. 5330's and Late 401(k) Contributions

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

47. < $5,000 involuntary cashouts with decline in market.

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

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

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

49. "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

50. 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
    • 
    • Richard Anderson
    • April 11, 2001