401(k) Plans

19,275 topics in this forum

1. Use non-safe harbor Match for Top Heavy Minimum?

   By Guest RJM, February 15, 2001
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • February 19, 2001

2. Can you eliminate QJSA under the new 411(d)(6) regs, even if QJSA is y

   By Guest Beth N, February 15, 2001
   • 16 replies
   • 4.9k views
   • 
   • Kirk Maldonado
   • October 23, 2002

3. Puerto Rico tax law on Section 165 plans

   By Guest Jim Bender, February 15, 2001
   • 4 replies
   • 4.8k views
   • 
   • Steve72
   • August 17, 2001

4. How are APRSC (or SCP) employer correcting contributions to make up fo

   By John A, February 15, 2001
   • 0 replies
   • 1.5k views
   • 
   • John A
   • February 15, 2001

5. Bottom-Up QNEC for a restructured plan?

   By Guest Denise Clark, February 15, 2001
   • 1 reply
   • 1.5k views
   • 
   • Bob R
   • February 16, 2001

6. 401k- Withdrawal & Hardship

   By Guest vivian918, February 15, 2001
   • 1 reply
   • 3.7k views
   • 
   • RCK
   • February 15, 2001

7. Foreign company adopting plan for US citizens in foreign country?

   By Guest Bristol, February 15, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 15, 2001

8. more than 1 year of service for 401k plan

   By Guest pensionlady, February 15, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • February 16, 2001

9. Correcting 404 failures

   By Guest PatLovett, February 14, 2001
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • February 19, 2001

10. Current vs Prior Year testing

    By Guest CGBS, February 14, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 14, 2001

11. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

12. Excess contributions and excess aggregate contributions in determining

    By R. Butler, February 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

13. Does a rollover count as a repayment for forfeiture restoration purpos

    By Guest Jane Francis, February 13, 2001
    • 23 replies
    • 5.2k views
    • 
    • AndyH
    • February 28, 2001

14. spouse never signed to rollover 401k???!

    By Guest sidneysheldon, February 13, 2001
    • 3 replies
    • 4.1k views
    • 
    • RCK
    • February 14, 2001

15. A client of ours is starting their own "labor Pool". A way

    By Guest Chris Watt, February 13, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2001

16. Payment of investment advisory fees out of plan assets

    By k man, February 13, 2001
    • 4 replies
    • 2.2k views
    • 
    • Jon Chambers
    • February 13, 2001

17. ERISA 404(c) - Investment Information: Make Available vs. Actually De

    By Guest EMC, February 13, 2001
    • 21 replies
    • 4.1k views
    • 
    • k man
    • May 31, 2001

18. Spousal consent for Beneficiary Designation

    By preErisa, February 13, 2001
    • 13 replies
    • 10.6k views
    • 
    • Guest
    • December 15, 2001

19. Multiple employer 401(k) plan question

    By bzorc, February 12, 2001
    • 11 replies
    • 2.3k views
    • 
    • Bob R
    • February 16, 2001

20. Does "Where to File" Form 5330 change to PWBA at some point,

    By John A, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • March 7, 2001

21. Freezing/terminating a money-purchase plan; timing and penalties

    By Guest Gerritsen, February 12, 2001
    • 12 replies
    • 6.6k views
    • 
    • Guest
    • January 7, 2002

22. RMDs: to apply the new rules when calculating minimum distributions, d

    By k man, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • smm
    • February 12, 2001

23. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 12, 2001

24. A question about excluding participants from ACP Test.

    By Guest, February 9, 2001
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 12, 2001

25. Termination of 401(k) plan and implementation of new plan

    By nancy, February 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • nancy
    • February 11, 2001

26. What Compensation is Match Based On?

    By Guest D Mitchell, February 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2001

27. Can the shareholder-doctors' plan have a matching contribution if the

    By dmb, February 9, 2001
    • 17 replies
    • 2.4k views
    • 
    • Guest
    • February 16, 2001

28. Top Paid Group Election

    By k man, February 9, 2001
    • 5 replies
    • 3.1k views
    • 
    • Alf
    • May 28, 2004

29. What constitutes a separate division under the same desk rule?

    By Guest JWBrown, February 8, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2001

30. Plan sponsor failed to offer plan and report information on several th

    By Guest MES, February 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • February 8, 2001

31. What actually happens to the money involved in a death benefit when mi

    By John A, February 8, 2001
    • 2 replies
    • 2k views
    • 
    • KJohnson
    • February 8, 2001

32. Can a 401-K participant also contribute to a traditional or Roth IRA i

    By Guest Carl C, February 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 8, 2001

33. How is a participant supposed to know how to correctly fill out their

    By John A, February 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2001

34. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • February 8, 2001

35. Multiple Employer Plan

    By R. Butler, February 6, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • May 8, 2001

36. LATE DEPOSITS OF EE MONEY AGAIN

    By Guest CGBS, February 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 9, 2001

37. Imbecile in Need of Help.

    By Guest mikeh13, February 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • Greg Judd
    • February 5, 2001

38. How to correct deposit of after tax dollars as deferrals?

    By Guest SSCARO, February 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2001

39. ADP/ACP failures with prior year tests should not happen but

    By Guest Ed W, February 4, 2001
    • 1 reply
    • 1.9k views
    • 
    • Richard Anderson
    • February 4, 2001

40. Contributions in excess of those in the safe harbor notice that was di

    By Richard Anderson, February 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • February 3, 2001

41. Any way a plan can establish parameters for who is eligible for self-d

    By John A, February 2, 2001
    • 2 replies
    • 2.5k views
    • 
    • Jon Chambers
    • February 2, 2001

42. 10500 LIMIT WHEN FISCAL YR & CALENDAR YR DIFFERENT

    By Guest THOMAS TIERNEY, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 2, 2001

43. Contribution given based on years of service.

    By Guest Theresa, February 2, 2001
    • 4 replies
    • 6.6k views
    • 
    • Guest
    • February 4, 2001

44. What problems do you face if you use Matching Contributions to satisfy

    By Guest Kevin Plymyer, February 2, 2001
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • February 6, 2001

45. Timing of After-Tax Contributions ACP & Annual Additions Testing

    By Guest SHP, February 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 8, 2001

46. accuracy of participant statments

    By k man, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 6, 2001

47. Cancel 401k and withdraw funds before 59 1/2.

    By Guest Michael G., January 31, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 31, 2001

48. Unsigned Adoption Agreement

    By Spencer, January 30, 2001
    • 2 replies
    • 2.8k views
    • 
    • Bill Berke
    • January 31, 2001

49. Are ACP Safe Harbor Contributions subject to withdrawal & allocati

    By Guest patom, January 30, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2001

50. 1099-R coding of rechar.

    By Guest LTurner, January 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 30, 2001