401(k) Plans

19,317 topics in this forum

1. 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

2. prior year ADP

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

3. 2001 401(k) contribution limit

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

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

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

5. Multi-Employer Plan Spin Off

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

6. 401(k) Investment Committees and Policy

   By Guest D Ziegler, March 20, 2001
   • 2 replies
   • 1.6k views
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   • Jon Chambers
   • March 20, 2001

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

   By Guest xplan, March 20, 2001
   • 5 replies
   • 2.2k views
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   • MoJo
   • March 22, 2001

8. 415 limits on earned income and employee compensation

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

9. Highly Compensated Employee - Tax related.

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

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

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

11. 401 K options returning to the UK

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

12. Discriminatory Effect of an Increasing Match

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

13. Safe harbor - Employee Contributions

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

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

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

15. Re-characterize 402(g) violation

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

16. PROTECTED BENEFITS

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

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

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

18. Employer neglects to deduct 401(k)

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

19. Profit Sharing receivable in determining top heavy status.

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

20. maximum contributions w/o being discrimnatory!

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

21. Required Minimum Distributions

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

22. Maximum 403B Contribution

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

23. Timing of employer contribution

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

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

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

25. 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
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    • MWeddell
    • March 15, 2001

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

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

27. Corrective Distributions -- Adjustment for Losses?

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

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

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

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

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

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

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

31. Bankrupt Client- Can't find plan trustee

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

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

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

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

    By Guest Robin S. Vatalaro, March 13, 2001
    • 12 replies
    • 7k views
    • 
    • BeckyMiller
    • March 26, 2001

34. Simple 401(k) Top Heavy Test

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

35. Safe Harbor question

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

36. Deferred Comp- How to calculate?

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

37. Self Employed to Corporation in mid-year

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

38. Top Heavy DC Minimum For Partial Year Participation

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

39. Voluntary Loan Defaults

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

40. Overpayment of ADP/ACP corrections

    By Ervin Barham, March 8, 2001
    • 4 replies
    • 2.2k views
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    • Kristina
    • March 8, 2001

41. New Gateway Rules

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

42. Transition year for CY/PY testing method

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

43. Form for an Indemnification Agreement

    By Guest sodbuster, March 7, 2001
    • 2 replies
    • 2.5k views
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    • MoJo
    • March 13, 2001

44. Can top heavy plans exclude bonuses from compensation?

    By R. Butler, March 6, 2001
    • 2 replies
    • 2.5k views
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    • AndyH
    • March 7, 2001

45. What do with current 401K now that I'm starting a business

    By Guest Jack_Norton, March 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Bill Berke
    • March 6, 2001

46. Can you transfer balances between a bargained and non-bargained 401(k)

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 6.1k views
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    • Bob R
    • March 15, 2001

47. 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

48. HCE determination in merged 401(k) plans

    By Guest Diane DuFresne, March 5, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 4, 2003

49. How is ADP and other testing done (what compensation is used) when eff

    By John A, March 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 6, 2001

50. Is a graduated matching contribution plan as to tenure permissible?

    By Guest Scott Mitchell, March 5, 2001
    • 11 replies
    • 4.6k views
    • 
    • Bill Berke
    • March 15, 2001