401(k) Plans

19,333 topics in this forum

1. Top Heavy Test on Aggregated Plans

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

2. LLC owner who deferred but had negative earnings from self employment

   By Guest Robin S. Vatalaro, March 13, 2001
   • 12 replies
   • 7.1k views
   • 
   • BeckyMiller
   • March 26, 2001

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

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

4. 401K & Roth IRA in same year?

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

5. 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

6. Safe Harbor Matching Contribution Forula Question

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

7. Top heavy contribution required with LDOY requirement?

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

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

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

9. 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
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   • rcline46
   • March 23, 2001

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

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

11. 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

12. 415 limits on earned income and employee compensation

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

13. Discriminatory Effect of an Increasing Match

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

14. 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

15. 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

16. 2001 401(k) contribution limit

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

17. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 21, 2001

18. 401 K options returning to the UK

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

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

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

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

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

21. Highly Compensated Employee - Tax related.

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

22. 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
    • 
    • stephen
    • March 20, 2001

23. 401(k) Investment Committees and Policy

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

24. Multi-Employer Plan Spin Off

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

25. 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

26. Employer neglects to deduct 401(k)

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

27. Profit Sharing receivable in determining top heavy status.

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

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

    By Earl, March 15, 2001
    • 7 replies
    • 2.1k views
    • 
    • Earl
    • March 16, 2001

29. Re-characterize 402(g) violation

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

30. Maximum 403B Contribution

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

31. maximum contributions w/o being discrimnatory!

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

32. PROTECTED BENEFITS

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

33. 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

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

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

35. Timing of employer contribution

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

36. Required Minimum Distributions

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

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

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

38. 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

39. Bankrupt Client- Can't find plan trustee

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

40. Corrective Distributions -- Adjustment for Losses?

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

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

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

42. 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

43. 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

44. 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

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

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

46. Form for an Indemnification Agreement

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

47. 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

48. Simple 401(k) Top Heavy Test

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

49. 401K money used to start a small business?

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

50. Safe Harbor question

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