401(k) Plans

19,318 topics in this forum

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

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

2. Treatment of Match Relating to Refunded Excess Annual Additions

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

3. Bonus paid after Dec. 31st

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

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

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

5. 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

6. What administrative expenses may be charged to a plan?

   By Guest Letocha, December 7, 2000
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • February 28, 2001

7. Does a rollover count as a repayment for forfeiture restoration purpos

   By Guest Jane Francis, February 13, 2001
   • 23 replies
   • 5.3k views
   • 
   • AndyH
   • February 28, 2001

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

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

9. 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

10. 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

11. Does anyone have plans with two different vesting schedules going -- o

    By Guest MMorgan, October 8, 1998
    • 8 replies
    • 4k views
    • 
    • PMC
    • February 26, 2001

12. 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

13. 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

14. match in the year of hardship

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

15. Average Vesting Period for Small Businesses

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

16. Top Paid Group determination for HCEs

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

17. 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

18. 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

19. 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

20. 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

21. Wrong Information in Safe Harbor Notice

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

22. Sticky Spinoff Issue

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

23. Define contributions used in Average Benefit Test

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

24. Commissions paid after termination of employment

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

25. Failing to enroll eligible participants

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

26. Continental Benefit Administrators Inc.

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

27. 410(b)(6)(C) - the meaning of "significantly changed"?

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

28. Correcting 404 failures

    By Guest PatLovett, February 14, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 19, 2001

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

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

30. Can the shareholder-doctors' plan have a matching contribution if the

    By dmb, February 9, 2001
    • 17 replies
    • 2.5k views
    • 
    • Guest
    • February 16, 2001

31. Unpaid Loan Balances

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

32. 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

33. 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

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

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

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

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

36. Multiple employer 401(k) plan question

    By bzorc, February 12, 2001
    • 11 replies
    • 2.3k views
    • 
    • Bob R
    • February 16, 2001

37. Bottom-Up QNEC for a restructured plan?

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

38. Statutory Exclusions when one Company buys another

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

39. Anyone have a de minimis policy pertaining to returning excess contrib

    By John A, December 7, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 15, 2001

40. 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

41. 401k- Withdrawal & Hardship

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

42. 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

43. Current vs Prior Year testing

    By Guest CGBS, February 14, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2001

44. Excess contributions and excess aggregate contributions in determining

    By R. Butler, February 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

45. spouse never signed to rollover 401k???!

    By Guest sidneysheldon, February 13, 2001
    • 3 replies
    • 4.2k views
    • 
    • RCK
    • February 14, 2001

46. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

47. What Compensation is Match Based On?

    By Guest D Mitchell, February 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2001

48. Payment of investment advisory fees out of plan assets

    By k man, February 13, 2001
    • 4 replies
    • 2.2k views
    • 
    • Jon Chambers
    • February 13, 2001

49. A client of ours is starting their own "labor Pool". A way

    By Guest Chris Watt, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2001

50. RMDs: to apply the new rules when calculating minimum distributions, d

    By k man, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • smm
    • February 12, 2001