401(k) Plans

19,275 topics in this forum

1. Switch a profit sharing plan to a safe harbor 401(k)

   By thepensionmaven, January 30, 2001
   • 0 replies
   • 1.8k views
   • 
   • thepensionmaven
   • January 30, 2001

2. Does an Employer pay an excise tax on de minimus excess contributions?

   By Guest Stone Cowboy, January 29, 2001
   • 1 reply
   • 2.1k views
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   • RCK
   • January 29, 2001

3. Quarterly PS contribution allocation; is the HCE's allocation limited

   By Richard Anderson, January 29, 2001
   • 2 replies
   • 1.5k views
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   • MWeddell
   • January 30, 2001

4. Okay to change from current year, disaggregation in 1 year, to prior y

   By John A, January 29, 2001
   • 0 replies
   • 1.5k views
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   • John A
   • January 29, 2001

5. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

   By Guest AlCal, January 28, 2001
   • 3 replies
   • 2.4k views
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   • M R Bernardin
   • January 30, 2001

6. Is the annual limit prorated in a money purchase pension plan for a sh

   By Guest Tara Curran, January 27, 2001
   • 22 replies
   • 3.8k views
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   • Tom Poje
   • March 15, 2002

7. "Un-terminating" a 401(k) Plan

   By Guest EMC, January 26, 2001
   • 2 replies
   • 2.7k views
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   • david rigby
   • January 29, 2001

8. Tax Liability of an Outstanding Loan that is Offset when Participant D

   By Guest andmik, January 26, 2001
   • 2 replies
   • 1.7k views
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   • Kirk Maldonado
   • January 26, 2001

9. How do you calculate deduction limits for a 401(k) and an ESOP?

   By Guest lawdawg, January 26, 2001
   • 6 replies
   • 2k views
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   • stephen
   • January 30, 2001

10. Employer Fails to Change Employee 401(k) Contribution Rate. Is Correc

    By LCARUSI, January 25, 2001
    • 2 replies
    • 1.9k views
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    • Earl
    • January 29, 2001

11. Statutory exclusion question.

    By MR, January 24, 2001
    • 27 replies
    • 11.9k views
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    • buckaroo
    • January 31, 2012

12. Govermental agency/instrumentality vs. tax exempt org.

    By Guest xplan, January 24, 2001
    • 1 reply
    • 1.9k views
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    • Guest
    • January 25, 2001

13. How do you correct contributions that were deposited in error?

    By Guest, January 24, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2001

14. Who pays insurance premiums for policies in the plan?

    By Guest Theresa, January 24, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2001

15. ADP testing, need info on borrowing method

    By Guest LTurner, January 24, 2001
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • January 24, 2001

16. 401K Withdrawal - Over 59-1/2 - Tax Consequences

    By Guest shaeffer, January 24, 2001
    • 15 replies
    • 96.2k views
    • 
    • Belgarath
    • November 17, 2017

17. 401(k) limits for a short plan year

    By Guest TracyAndrews, January 23, 2001
    • 2 replies
    • 4.5k views
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    • Earl
    • January 29, 2001

18. At what threshold $ amount are "highly compensated employees&quot

    By Guest Dan Zevitz, January 23, 2001
    • 3 replies
    • 3k views
    • 
    • Guest
    • January 23, 2001

19. No violation of 415, 402(g) or 401(k) - just 404(c)

    By imchipbrown, January 23, 2001
    • 5 replies
    • 2.2k views
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    • rcline46
    • January 23, 2001

20. 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

21. Step children and family attribution

    By Guest Pat Metallic, January 22, 2001
    • 1 reply
    • 3k views
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    • rcline46
    • January 22, 2001

22. 401K with no matching and mutual fund maybe not known: worth it ?

    By Guest nmehta, January 21, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 24, 2001

23. Which year's top-heavy contribution can a QNEC contribution be applied

    By John A, January 19, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • January 22, 2001

24. Incentives to invest in Company stock under 401(k) plans?

    By Guest KevinGordon, January 19, 2001
    • 28 replies
    • 4.8k views
    • 
    • Guest
    • January 25, 2001

25. What is the maximum length of time a 401(k) loan can be taken for the

    By Guest eanselm1, January 19, 2001
    • 13 replies
    • 16.3k views
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    • imchipbrown
    • January 24, 2001

26. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.4k views
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    • actuarysmith
    • January 24, 2001

27. Converting A 401k to Traditional IRA to Roth IRA.

    By Guest tmyc, January 19, 2001
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • January 19, 2001

28. Stock Sale and Distribution of Assets

    By PMC, January 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • PMC
    • January 23, 2001

29. Forfeiture upon death permitted in DC/401(k) plan?

    By Guest mo again, January 18, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • January 19, 2001

30. Withholding in first 2 1/2 months on corrective distribution for ADP/A

    By John A, January 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • January 17, 2001

31. HCE Status Determination in First Plan Year

    By Guest Anjele Bonie, January 17, 2001
    • 2 replies
    • 3k views
    • 
    • Guest
    • January 18, 2001

32. 401(k) safe harbor with separate eligibility provisions

    By Guest Daniel Fisher, January 17, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 17, 2001

33. Leasing company plan termination

    By Guest jim williams, January 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • alanm
    • January 18, 2001

34. Switch to SIMPLE 401(k)

    By R. Butler, January 17, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • January 17, 2001

35. Timing of deposits for employer with multiple payrolls.

    By Guest MES, January 15, 2001
    • 2 replies
    • 1.5k views
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    • KJohnson
    • January 16, 2001

36. Discretionary tiered match and benefits rights and features testing.

    By KJohnson, January 15, 2001
    • 3 replies
    • 3.7k views
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    • Guest
    • January 16, 2001

37. Integrated Safe Harbor plan?

    By Guest patom, January 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 15, 2001

38. Obligations of Financial Groups to Employees Information/Training upda

    By Guest valvobill, January 13, 2001
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • February 4, 2001

39. 4 months of 401K deductions have not been put into the 401k plan. What

    By Guest stinnett2000, January 13, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2001

40. Question on "old rule" restructuring + current year/prior ye

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • January 15, 2001

41. Looking for tips designing 401(k) plan for typical small employer scen

    By Guest SBlack, January 12, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2001

42. HCE violates 415 -

    By Guest CGBS, January 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 13, 2001

43. Company in severe cash-crunch is considering asking key executives to

    By Guest BA Gates, January 12, 2001
    • 11 replies
    • 1.9k views
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    • Jon Chambers
    • January 16, 2001

44. can a company have 2 separate 401(k) plans, and what happens when one

    By Guest Jaki Delia, January 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 2001

45. Excise Tax on Contributions exceeding 15% deduction limit.

    By Guest SHP, January 12, 2001
    • 2 replies
    • 1.9k views
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    • M R Bernardin
    • January 19, 2001

46. Electronic Enrollment Questions

    By Guest Letocha, January 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • RCK
    • January 12, 2001

47. Converting a SIMPLE 401(k) to a New Comparability Safe Harbor 401(k).

    By MR, January 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • MR
    • January 12, 2001

48. Ineligible deferrals

    By Guest, January 12, 2001
    • 2 replies
    • 2.2k views
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    • R. Butler
    • January 12, 2001

49. Prime minus one as a plan loan interest rate?

    By KJohnson, January 11, 2001
    • 2 replies
    • 1.8k views
    • 
    • Alf
    • January 12, 2001

50. New 401(k) plan after terminated 401(k) plan

    By Guest Becky Egan, January 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • January 12, 2001