401(k) Plans

19,317 topics in this forum

1. prior year ADP

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

2. 401 K options returning to the UK

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

3. Excess deferral between two plans unrelated employer, how does this ef

   By Guest Kevin Plymyer, March 20, 2001
   • 5 replies
   • 2.4k views
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   • Richard Anderson
   • March 21, 2001

4. Additonal match contribution on top of safe harbor match?

   By R. Butler, March 16, 2001
   • 5 replies
   • 2.9k views
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   • Richard Anderson
   • March 20, 2001

5. Highly Compensated Employee - Tax related.

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

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

   By Guest KME, January 6, 1999
   • 17 replies
   • 3.4k views
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   • stephen
   • March 20, 2001

7. 401(k) Investment Committees and Policy

   By Guest D Ziegler, March 20, 2001
   • 2 replies
   • 1.6k views
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   • Jon Chambers
   • March 20, 2001

8. Multi-Employer Plan Spin Off

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

9. How to handle part-timers in a plan with 3-month eligibility for parti

   By MR, March 3, 2001
   • 13 replies
   • 2.9k views
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   • Kristina
   • March 19, 2001

10. Employer neglects to deduct 401(k)

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

11. Profit Sharing receivable in determining top heavy status.

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

12. Does wife become a Key Employee if she is not an employee at the time

    By Earl, March 15, 2001
    • 7 replies
    • 2k views
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    • Earl
    • March 16, 2001

13. Re-characterize 402(g) violation

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

14. Maximum 403B Contribution

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

15. maximum contributions w/o being discrimnatory!

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

16. PROTECTED BENEFITS

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

17. 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

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

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

19. Timing of employer contribution

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

20. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • March 15, 2001

21. Wanted: Recordkeeper for Puerto Rico based 401(k) type plan!

    By Guest backer, March 14, 2001
    • 3 replies
    • 1.9k views
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    • alanm
    • March 15, 2001

22. Can I rollover my 401 K to a self directed IRA as a result of my posit

    By Guest oppenhg, March 15, 2001
    • 3 replies
    • 1.7k views
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    • MWeddell
    • March 15, 2001

23. Bankrupt Client- Can't find plan trustee

    By TPAVP, March 13, 2001
    • 9 replies
    • 2.2k views
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    • Guest
    • March 15, 2001

24. Corrective Distributions -- Adjustment for Losses?

    By davef, March 14, 2001
    • 1 reply
    • 1.9k views
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    • MWeddell
    • March 15, 2001

25. Coverage problems with excluding employees eligible for a money purcha

    By Guest MES, March 13, 2001
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 15, 2001

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

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 6.1k views
    • 
    • Bob R
    • March 15, 2001

27. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2001

28. Can a bankruptcy court force a plan to allow for participant loans?

    By Guest MES, March 13, 2001
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • March 14, 2001

29. Help! Fortune 500 firm stalling distribution to designated beneficiary

    By Guest AnnaS., March 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2001

30. Form for an Indemnification Agreement

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

31. Have you ever requested/been granted a VCR pre-submission conferece?

    By Guest Joseph Delgado, March 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2001

32. Simple 401(k) Top Heavy Test

    By Guest chant44, March 12, 2001
    • 4 replies
    • 2.2k views
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    • MWeddell
    • March 13, 2001

33. 401K money used to start a small business?

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

34. Safe Harbor question

    By jkharvey, March 10, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kristina
    • March 12, 2001

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

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

36. Voluntary Loan Defaults

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

37. Self Employed to Corporation in mid-year

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

38. Deferred Comp- How to calculate?

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

39. Top Heavy DC Minimum For Partial Year Participation

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

40. Paying Certain Plan Expenses from Individual Account Plans

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

41. Overpayment of ADP/ACP corrections

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

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

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

43. Transition year for CY/PY testing method

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

44. Can top heavy plans exclude bonuses from compensation?

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

45. 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

46. 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

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

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

48. HCE's during initial year of Company and Plan

    By Guest Steve C., March 1, 2001
    • 2 replies
    • 1.6k views
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    • actuarysmith
    • March 2, 2001

49. 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

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

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