401(k) Plans

19,298 topics in this forum

1. Changing Safe Harbor Match Formula Mid-Year?

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

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

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

3. Partnership 401(k)

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

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

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

5. plan loans for family members

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

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

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

7. Investment Losses and 415 Refunds

   By Guest Luis G, January 8, 1999
   • 8 replies
   • 3.5k views
   • 
   • John A
   • March 29, 2001

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

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

9. Nonstandardized vs. Standardized

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

10. Nonspousal Beneficiary distribution & QPSA/QJSA

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

11. 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

12. Qualified Match vs Regular Match -Correction

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

13. Safe Harbor and Plan Merger

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

14. Federal Truth and Lending disclosure

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

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

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

16. Top Heavy Test on Aggregated Plans

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

17. 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

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

    By Guest Powers, March 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 26, 2001

19. 401K & Roth IRA in same year?

    By Guest Harrydoodl, March 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • March 25, 2001

20. 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

21. Safe Harbor Matching Contribution Forula Question

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

22. Top heavy contribution required with LDOY requirement?

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

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

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

24. 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

25. 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

26. How is loss reported for corrective distribution within 2 1/2 months o

    By John A, January 22, 2001
    • 5 replies
    • 3.3k views
    • 
    • Alf
    • March 22, 2001

27. 415 limits on earned income and employee compensation

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

28. Discriminatory Effect of an Increasing Match

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

29. 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

30. 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

31. 2001 401(k) contribution limit

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

32. prior year ADP

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

33. 401 K options returning to the UK

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

34. 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

35. 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

36. Highly Compensated Employee - Tax related.

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

37. Is there a time frame when an employer has to deposit your payroll ded

    By Guest KME, January 6, 1999
    • 17 replies
    • 3.3k views
    • 
    • stephen
    • March 20, 2001

38. 401(k) Investment Committees and Policy

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

39. Multi-Employer Plan Spin Off

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

40. 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

41. Employer neglects to deduct 401(k)

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

42. Profit Sharing receivable in determining top heavy status.

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

43. 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

44. Re-characterize 402(g) violation

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

45. Maximum 403B Contribution

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

46. maximum contributions w/o being discrimnatory!

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

47. PROTECTED BENEFITS

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

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

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

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

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

50. Timing of employer contribution

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