401(k) Plans

19,317 topics in this forum

1. Control Group Question

   By Guest Don J. Smith, April 6, 2001
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • April 6, 2001

2. Additional non-elective contributions in a safe harbor 401(k)

   By KateSmithPA, April 6, 2001
   • 3 replies
   • 1.7k views
   • 
   • Richard Anderson
   • April 6, 2001

3. 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

4. Would beneficiary witnessing signature invalidate designation?

   By Guest FREE401k, March 29, 2001
   • 16 replies
   • 7.9k views
   • 
   • Guest
   • April 6, 2001

5. Scrivener's error in safe harbor notice?

   By Guest Kelly Igel, April 4, 2001
   • 2 replies
   • 2.2k views
   • 
   • rcline46
   • April 5, 2001

6. New investment company won't accept third party rollover check.

   By Guest James Osterhaus, April 4, 2001
   • 3 replies
   • 1.8k views
   • 
   • Bill Berke
   • April 5, 2001

7. sample "true-up" provision for matching contributions

   By Dawn Hafner, January 26, 2000
   • 3 replies
   • 4k views
   • 
   • MWeddell
   • April 4, 2001

8. As an employer making a company match on a 401(k) Plan, does the compa

   By Guest MaryP, April 4, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 4, 2001

9. Is employers 401k deduction calculated properly?

   By Guest davida, March 24, 2001
   • 9 replies
   • 30.6k views
   • 
   • rcline46
   • April 4, 2001

10. Rollover from SEP to 401(k)

    By Guest Tracy H, April 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bill Berke
    • April 3, 2001

11. Can a participant purchase stock in his directed account of a company

    By Guest, March 27, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • April 3, 2001

12. Safe harbor - Employee Contributions

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

13. 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

14. How to get your 401(k) plan changed

    By Guest Clifton Linton, April 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2001

15. May non-union members in "right to work" states be tested

    By Guest Jose Rosario, March 30, 2001
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • April 2, 2001

16. Is it discriminatory in a self-directed plan to offer an investment wi

    By Guest Tara Curran, March 28, 2001
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • April 2, 2001

17. Abusing the match safe harbor: Does low NHCE participation result in

    By Guest michaelv, April 2, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2001

18. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

19. Safe harbor 401(k) plan for only part of a controlled group?

    By John A, April 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • April 2, 2001

20. Changing Safe Harbor Match Formula Mid-Year?

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

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

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

22. Partnership 401(k)

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

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

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

24. plan loans for family members

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

25. 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

26. Investment Losses and 415 Refunds

    By Guest Luis G, January 8, 1999
    • 8 replies
    • 3.6k views
    • 
    • John A
    • March 29, 2001

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

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

28. Nonstandardized vs. Standardized

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

29. Nonspousal Beneficiary distribution & QPSA/QJSA

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

30. 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

31. Qualified Match vs Regular Match -Correction

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

32. Safe Harbor and Plan Merger

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

33. Federal Truth and Lending disclosure

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

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

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

35. Top Heavy Test on Aggregated Plans

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

36. 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

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

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

38. 401K & Roth IRA in same year?

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

39. 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

40. Safe Harbor Matching Contribution Forula Question

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

41. Top heavy contribution required with LDOY requirement?

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

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

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

43. 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

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

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

45. 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

46. 415 limits on earned income and employee compensation

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

47. Discriminatory Effect of an Increasing Match

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

48. 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

49. 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

50. 2001 401(k) contribution limit

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