401(k) Plans

19,317 topics in this forum

1. 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

2. 3% safe harbor with additional match

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

3. Paying Certain Plan Expenses from Individual Account Plans

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

4. 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

5. 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

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

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

7. Treatment of Match Relating to Refunded Excess Annual Additions

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

8. 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

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

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

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

    By Guest GMedley, February 28, 2001
    • 6 replies
    • 4.1k views
    • 
    • Bill Berke
    • March 1, 2001

11. 401K money used to start a small business?

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

12. Bonus paid after Dec. 31st

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

13. Requirement of Excess Deferral distributed from deferral source?

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

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

    By thepensionmaven, February 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • February 28, 2001

15. Failure to Deduct Elective Deferrals

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

16. 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

17. 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

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

    By Guest NFalci, February 26, 2001
    • 7 replies
    • 13.8k views
    • 
    • Guest
    • March 12, 2001

19. 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

20. 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

21. Average Vesting Period for Small Businesses

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

22. 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

23. Tax Withholding on Corrective Distributions

    By davef, February 23, 2001
    • 3 replies
    • 5.9k views
    • 
    • Guest
    • May 15, 2001

24. Wrong Information in Safe Harbor Notice

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

25. 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

26. Sticky Spinoff Issue

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

27. 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

28. Top Paid Group determination for HCEs

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

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

    By Guest GMedley, February 21, 2001
    • 7 replies
    • 3.8k views
    • 
    • R. Butler
    • February 23, 2001

30. 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

31. Failing to enroll eligible participants

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

32. Commissions paid after termination of employment

    By card, February 20, 2001
    • 2 replies
    • 3k views
    • 
    • card
    • February 21, 2001

33. Continental Benefit Administrators Inc.

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

34. match in the year of hardship

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

35. 410(b)(6)(C) - the meaning of "significantly changed"?

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

36. Define contributions used in Average Benefit Test

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

37. 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

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

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

39. 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

40. Unpaid Loan Balances

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

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

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

42. Statutory Exclusions when one Company buys another

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

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

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

44. 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
    • 5k views
    • 
    • Kirk Maldonado
    • October 23, 2002

45. Puerto Rico tax law on Section 165 plans

    By Guest Jim Bender, February 15, 2001
    • 4 replies
    • 4.9k views
    • 
    • Steve72
    • August 17, 2001

46. 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

47. Bottom-Up QNEC for a restructured plan?

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

48. 401k- Withdrawal & Hardship

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

49. 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

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

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