401(k) Plans

19,275 topics in this forum

1. Form for an Indemnification Agreement

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

2. Can top heavy plans exclude bonuses from compensation?

   By R. Butler, March 6, 2001
   • 2 replies
   • 2.4k views
   • 
   • AndyH
   • March 7, 2001

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

   By Guest Jack_Norton, March 6, 2001
   • 6 replies
   • 1.8k views
   • 
   • Bill Berke
   • March 6, 2001

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

   By Guest Kevin Plymyer, March 5, 2001
   • 19 replies
   • 6k views
   • 
   • Bob R
   • March 15, 2001

5. Elimination of 401(k) match and vesting

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

6. HCE determination in merged 401(k) plans

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

7. 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

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

   By Guest Scott Mitchell, March 5, 2001
   • 11 replies
   • 4.5k views
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   • Bill Berke
   • March 15, 2001

9. How to handle part-timers in a plan with 3-month eligibility for parti

   By MR, March 3, 2001
   • 13 replies
   • 2.9k views
   • 
   • Kristina
   • March 19, 2001

10. 3% safe harbor with additional match

    By R. Butler, March 2, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2002

11. Paying Certain Plan Expenses from Individual Account Plans

    By Guest ANNEBV, March 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

12. How can a person defer on tip wages if base wages are lower than the d

    By Guest Marie Velen, March 1, 2001
    • 7 replies
    • 3.3k views
    • 
    • Medusa
    • April 6, 2001

13. HCE's during initial year of Company and Plan

    By Guest Steve C., March 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • March 2, 2001

14. SARSEP is dead , we need to move on!

    By Guest Brad Cozzi, March 1, 2001
    • 6 replies
    • 1.7k views
    • 
    • rcline46
    • March 5, 2001

15. Treatment of Match Relating to Refunded Excess Annual Additions

    By Guest lforesz, March 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • March 1, 2001

16. Top 20% HCE group - can a change be made to use it?

    By Guest A. Rostosky, February 28, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • March 2, 2001

17. Top Heavy Plan and Adjustments to Year-End Balances

    By Guest lforesz, February 28, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 1, 2001

18. Required True up for Safe Harbor 3% contribution.

    By Guest GMedley, February 28, 2001
    • 6 replies
    • 4k views
    • 
    • Bill Berke
    • March 1, 2001

19. 401K money used to start a small business?

    By Guest quickfox, February 28, 2001
    • 15 replies
    • 2.9k views
    • 
    • Bill Berke
    • March 13, 2001

20. Bonus paid after Dec. 31st

    By Guest cascigm, February 28, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2001

21. Requirement of Excess Deferral distributed from deferral source?

    By Guest andmik, February 28, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • December 7, 2001

22. safe harbor 401(k) with 3% nonelective

    By thepensionmaven, February 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 28, 2001

23. Failure to Deduct Elective Deferrals

    By Scott, February 27, 2001
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • January 4, 2002

24. Are there any states that do not allow 401k employee contributions to

    By Guest pupelk, February 27, 2001
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • February 28, 2001

25. Restoring lost earnings on tardy matching contributions; are these amo

    By Guest tmconn, February 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 27, 2001

26. How would self-insured short-term disability benefits affect our compa

    By Guest NFalci, February 26, 2001
    • 7 replies
    • 13.2k views
    • 
    • Guest
    • March 12, 2001

27. How do you process deductions when there is a 401(k) and a cafeteria p

    By Guest Lesley Sifers, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 23, 2001

28. 401(k) plan for a company where the only compensation paid is commissi

    By John A, February 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2001

29. Average Vesting Period for Small Businesses

    By Guest Mae Behm, February 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 23, 2001

30. Timing of an amendment to change to current year testing after the exp

    By KJohnson, February 23, 2001
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • February 23, 2001

31. Tax Withholding on Corrective Distributions

    By davef, February 23, 2001
    • 3 replies
    • 5.8k views
    • 
    • Guest
    • May 15, 2001

32. Wrong Information in Safe Harbor Notice

    By PMC, February 22, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • February 22, 2001

33. Pricing for Participant Transactions Processed via Paper Forms

    By Guest Gerard Mennella, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • February 23, 2001

34. Sticky Spinoff Issue

    By Scott, February 22, 2001
    • 1 reply
    • 2.2k views
    • 
    • Richard Anderson
    • February 22, 2001

35. How do you correct an excess deposit to a deferral account?

    By Guest, February 21, 2001
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • February 22, 2001

36. Top Paid Group determination for HCEs

    By Guest Janet Lacy, February 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • February 23, 2001

37. Using compensation only while participant for 3% safe harbor QNEC?

    By Guest GMedley, February 21, 2001
    • 7 replies
    • 3.7k views
    • 
    • R. Butler
    • February 23, 2001

38. Top Heavy minimum for mid year entrants in a Safe Harbor 401(k).

    By R. Butler, February 21, 2001
    • 5 replies
    • 3k views
    • 
    • AndyH
    • February 23, 2001

39. Failing to enroll eligible participants

    By Guest ANNEBV, February 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2001

40. Commissions paid after termination of employment

    By card, February 20, 2001
    • 2 replies
    • 2.9k views
    • 
    • card
    • February 21, 2001

41. Continental Benefit Administrators Inc.

    By chris, February 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • February 20, 2001

42. match in the year of hardship

    By Guest MPITTS, February 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • February 23, 2001

43. 410(b)(6)(C) - the meaning of "significantly changed"?

    By Guest lawdawg, February 16, 2001
    • 4 replies
    • 6.4k views
    • 
    • Guest
    • February 20, 2001

44. Define contributions used in Average Benefit Test

    By Guest DJean, February 16, 2001
    • 8 replies
    • 5.4k views
    • 
    • Richard Anderson
    • February 21, 2001

45. Bank Safe Harbor 401(k)-funding 3% with bank stock from holding compan

    By Guest SHP, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2001

46. What is contained in a "Successor Trustee Letter"?

    By Guest kgsingletary, February 16, 2001
    • 1 reply
    • 3.4k views
    • 
    • RayRay
    • May 29, 2019

47. Can a US company merge its 401k plan with a plan of its Puerto Rico su

    By Guest michaelv, February 16, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 16, 2001

48. Unpaid Loan Balances

    By Guest wallacea, February 16, 2001
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • February 16, 2001

49. limit on 401(k) con after hardship withdrawal?

    By Guest FREE401k, February 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 16, 2001

50. Statutory Exclusions when one Company buys another

    By Guest Richard Scheer, February 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • February 16, 2001