401(k) Plans

19,332 topics in this forum

1. Deferred Comp- How to calculate?

   By Guest Timothy Brown, March 10, 2001
   • 2 replies
   • 4.4k views
   • 
   • Guest
   • March 11, 2001

2. Self Employed to Corporation in mid-year

   By Guest John Sample, March 9, 2001
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 11, 2001

3. Top Heavy DC Minimum For Partial Year Participation

   By Guest pjharvey, March 9, 2001
   • 1 reply
   • 1.6k views
   • 
   • pmacduff
   • March 9, 2001

4. Voluntary Loan Defaults

   By Guest ANNEBV, March 8, 2001
   • 6 replies
   • 9k views
   • 
   • MoJo
   • March 12, 2001

5. Overpayment of ADP/ACP corrections

   By Ervin Barham, March 8, 2001
   • 4 replies
   • 2.2k views
   • 
   • Kristina
   • March 8, 2001

6. New Gateway Rules

   By Guest Karen Szy, March 7, 2001
   • 11 replies
   • 3.7k views
   • 
   • Guest
   • November 9, 2001

7. Transition year for CY/PY testing method

   By Guest SBlack, March 7, 2001
   • 1 reply
   • 1.8k views
   • 
   • wmyer
   • March 7, 2001

8. Form for an Indemnification Agreement

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

9. Can top heavy plans exclude bonuses from compensation?

   By R. Butler, March 6, 2001
   • 2 replies
   • 2.5k views
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   • AndyH
   • March 7, 2001

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

    By Guest Jack_Norton, March 6, 2001
    • 6 replies
    • 1.9k views
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    • Bill Berke
    • March 6, 2001

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

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 6.2k views
    • 
    • Bob R
    • March 15, 2001

12. Elimination of 401(k) match and vesting

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

13. HCE determination in merged 401(k) plans

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

14. 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

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

    By Guest Scott Mitchell, March 5, 2001
    • 11 replies
    • 4.6k views
    • 
    • Bill Berke
    • March 15, 2001

16. 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

17. 3% safe harbor with additional match

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

18. Paying Certain Plan Expenses from Individual Account Plans

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

19. 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

20. 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

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

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

22. Treatment of Match Relating to Refunded Excess Annual Additions

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

23. 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

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

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

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

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

26. 401K money used to start a small business?

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

27. Bonus paid after Dec. 31st

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

28. Requirement of Excess Deferral distributed from deferral source?

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

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

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

30. Failure to Deduct Elective Deferrals

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

31. 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

32. 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

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

    By Guest NFalci, February 26, 2001
    • 7 replies
    • 14k views
    • 
    • Guest
    • March 12, 2001

34. 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

35. 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

36. Average Vesting Period for Small Businesses

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

37. 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

38. Tax Withholding on Corrective Distributions

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

39. Wrong Information in Safe Harbor Notice

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

40. 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

41. Sticky Spinoff Issue

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

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

    By Guest, February 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • February 22, 2001

43. Top Paid Group determination for HCEs

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

44. 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

45. 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

46. Failing to enroll eligible participants

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

47. Commissions paid after termination of employment

    By card, February 20, 2001
    • 2 replies
    • 3.1k views
    • 
    • card
    • February 21, 2001

48. Continental Benefit Administrators Inc.

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

49. match in the year of hardship

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

50. 410(b)(6)(C) - the meaning of "significantly changed"?

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