401(k) Plans

19,275 topics in this forum

1. How is ADP test w/ statutory exclusions administered?

   By Guest PLHart, March 23, 2001
   • 6 replies
   • 2.4k views
   • 
   • KJohnson
   • March 27, 2001

2. Changing Safe Harbor Match Formula Mid-Year?

   By Guest Gibson, March 23, 2001
   • 5 replies
   • 2.3k views
   • 
   • Richard Anderson
   • April 2, 2001

3. One owner, 2 companies - prorate the $170,000 comp limit?

   By MR, March 23, 2001
   • 10 replies
   • 2.3k views
   • 
   • Everett Moreland
   • March 24, 2001

4. Is the maximum limit for a non-profit's employees 25% as opposed to us

   By Guest victor, March 23, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • March 23, 2001

5. Top heavy contribution required with LDOY requirement?

   By Guest Christie Banks, March 23, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • March 23, 2001

6. Safe Harbor Matching Contribution Forula Question

   By Guest Gibson, March 22, 2001
   • 4 replies
   • 1.6k views
   • 
   • MWeddell
   • March 23, 2001

7. How much notice must employees be given of 401(k) change?

   By Guest Attyinaz, March 21, 2001
   • 7 replies
   • 3.3k views
   • 
   • QDROphile
   • April 3, 2001

8. Postpone Start of Safe Harbor 401(k)??

   By chris, March 21, 2001
   • 2 replies
   • 1.4k views
   • 
   • Richard Anderson
   • March 23, 2001

9. Can a Safe Harbor Plan have immediate eligibility for deferrals and ap

   By Guest Powers, March 21, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 21, 2001

10. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 21, 2001

11. 2001 401(k) contribution limit

    By Guest colleenm, March 21, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 21, 2001

12. Excess deferral between two plans unrelated employer, how does this ef

    By Guest Kevin Plymyer, March 20, 2001
    • 5 replies
    • 2.4k views
    • 
    • Richard Anderson
    • March 21, 2001

13. Multi-Employer Plan Spin Off

    By Guest UKH, March 20, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 20, 2001

14. 401(k) Investment Committees and Policy

    By Guest D Ziegler, March 20, 2001
    • 2 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 20, 2001

15. TPA and asset-based fees, w/o revenue sharing agreements

    By Guest xplan, March 20, 2001
    • 5 replies
    • 2.1k views
    • 
    • MoJo
    • March 22, 2001

16. 415 limits on earned income and employee compensation

    By Guest egoldberg, March 19, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 21, 2001

17. Highly Compensated Employee - Tax related.

    By Guest Rampi, March 19, 2001
    • 4 replies
    • 1.7k views
    • 
    • Richard Anderson
    • March 20, 2001

18. A 401(k) Plan covers only the employees of a subsidiary. The corporat

    By John A, March 19, 2001
    • 8 replies
    • 1.7k views
    • 
    • RCK
    • March 21, 2001

19. 401 K options returning to the UK

    By Guest DShergold, March 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2001

20. Discriminatory Effect of an Increasing Match

    By Guest AEA, March 16, 2001
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2001

21. Safe harbor - Employee Contributions

    By PMC, March 16, 2001
    • 6 replies
    • 2.3k views
    • 
    • Richard Anderson
    • April 3, 2001

22. Additonal match contribution on top of safe harbor match?

    By R. Butler, March 16, 2001
    • 5 replies
    • 2.9k views
    • 
    • Richard Anderson
    • March 20, 2001

23. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2001

24. PROTECTED BENEFITS

    By Guest Don J. Smith, March 15, 2001
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • March 16, 2001

25. Common company ownership, different pyes-combine plans for testing?

    By Guest TAshley, March 15, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2001

26. Employer neglects to deduct 401(k)

    By Brenda Wren, March 15, 2001
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • March 17, 2001

27. Profit Sharing receivable in determining top heavy status.

    By R. Butler, March 15, 2001
    • 4 replies
    • 2.4k views
    • 
    • R. Butler
    • March 16, 2001

28. maximum contributions w/o being discrimnatory!

    By Guest THOMAS TIERNEY, March 15, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • March 16, 2001

29. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001

30. Maximum 403B Contribution

    By Guest DebH, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 16, 2001

31. Timing of employer contribution

    By Guest CHRISTA, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

32. Does wife become a Key Employee if she is not an employee at the time

    By Earl, March 15, 2001
    • 7 replies
    • 2k views
    • 
    • Earl
    • March 16, 2001

33. Can I rollover my 401 K to a self directed IRA as a result of my posit

    By Guest oppenhg, March 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • March 15, 2001

34. Wanted: Recordkeeper for Puerto Rico based 401(k) type plan!

    By Guest backer, March 14, 2001
    • 3 replies
    • 1.9k views
    • 
    • alanm
    • March 15, 2001

35. Corrective Distributions -- Adjustment for Losses?

    By davef, March 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • March 15, 2001

36. Coverage problems with excluding employees eligible for a money purcha

    By Guest MES, March 13, 2001
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 15, 2001

37. Can a bankruptcy court force a plan to allow for participant loans?

    By Guest MES, March 13, 2001
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • March 14, 2001

38. Help! Fortune 500 firm stalling distribution to designated beneficiary

    By Guest AnnaS., March 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2001

39. Bankrupt Client- Can't find plan trustee

    By TPAVP, March 13, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2001

40. Have you ever requested/been granted a VCR pre-submission conferece?

    By Guest Joseph Delgado, March 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2001

41. LLC owner who deferred but had negative earnings from self employment

    By Guest Robin S. Vatalaro, March 13, 2001
    • 12 replies
    • 6.9k views
    • 
    • BeckyMiller
    • March 26, 2001

42. Simple 401(k) Top Heavy Test

    By Guest chant44, March 12, 2001
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • March 13, 2001

43. Safe Harbor question

    By jkharvey, March 10, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kristina
    • March 12, 2001

44. Deferred Comp- How to calculate?

    By Guest Timothy Brown, March 10, 2001
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • March 11, 2001

45. Self Employed to Corporation in mid-year

    By Guest John Sample, March 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2001

46. Top Heavy DC Minimum For Partial Year Participation

    By Guest pjharvey, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • March 9, 2001

47. Voluntary Loan Defaults

    By Guest ANNEBV, March 8, 2001
    • 6 replies
    • 9k views
    • 
    • MoJo
    • March 12, 2001

48. Overpayment of ADP/ACP corrections

    By Ervin Barham, March 8, 2001
    • 4 replies
    • 2.1k views
    • 
    • Kristina
    • March 8, 2001

49. New Gateway Rules

    By Guest Karen Szy, March 7, 2001
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • November 9, 2001

50. Transition year for CY/PY testing method

    By Guest SBlack, March 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • March 7, 2001