401(k) Plans

19,275 topics in this forum

1. 415 Excess & Deductible Limit

   By Guest Phil L, January 9, 2001
   • 2 replies
   • 2.8k views
   • 
   • QDROphile
   • January 10, 2001

2. Defaulted loan installment used to satisfy a 70 1/2 required minimum

   By Moe Howard, January 8, 2001
   • 0 replies
   • 1.4k views
   • 
   • Moe Howard
   • January 8, 2001

3. Brokerage commission discrimination issues

   By MoJo, January 8, 2001
   • 4 replies
   • 1.6k views
   • 
   • Erik Read
   • January 9, 2001

4. Timing of safe-harbor 401(k) amendment? Effect of distributing safe-h

   By John A, January 5, 2001
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • January 5, 2001

5. What do you do with a SIMPLE 401(k) plan with forfeitures from previou

   By Guest Cato, January 5, 2001
   • 3 replies
   • 2k views
   • 
   • Guest
   • January 9, 2001

6. How to define "principal business" for a Code Section 414(m)

   By traveler, January 5, 2001
   • 1 reply
   • 1.9k views
   • 
   • alanm
   • January 18, 2001

7. Excess (over plan limit) deferrals

   By Guest A. Rostosky, January 5, 2001
   • 18 replies
   • 6.9k views
   • 
   • Guest
   • January 19, 2001

8. Automatic Enrollment at our company - less than 10% are changing their

   By RCK, January 4, 2001
   • 12 replies
   • 2.3k views
   • 
   • david rigby
   • January 9, 2001

9. Missed Loan Payments

   By Guest Jenifer, January 4, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • January 4, 2001

10. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 9 replies
    • 2.9k views
    • 
    • MoJo
    • January 8, 2001

11. Can you stop and restart Safe Harbor Match Contributions the same Plan

    By Guest UKH, January 4, 2001
    • 1 reply
    • 2.8k views
    • 
    • wmyer
    • January 4, 2001

12. Owner's deferrals considered for untimely deposit?

    By Guest PatLovett, January 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • January 3, 2001

13. Years of service for previously excludible employee

    By Guest jim williams, January 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 3, 2001

14. Employer wants eligibility as soon as possible (immediate) after Emplo

    By jkharvey, January 2, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

15. Commisioned employee with not enough pay to coever loan payments.

    By Guest Una M, January 2, 2001
    • 12 replies
    • 2.5k views
    • 
    • AndyH
    • January 19, 2001

16. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.1k views
    • 
    • BeckyMiller
    • July 15, 2002

17. 401(k) deferral of n-q deferred comp payments

    By Guest jppcpa, December 30, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

18. Ex-employee owes employer $, can the employer take the money when the

    By Guest Kevin Plymyer, December 29, 2000
    • 3 replies
    • 3.3k views
    • 
    • david rigby
    • January 2, 2001

19. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 29, 2000

20. Is reversion a prohibited transaction in the truest sense of the word?

    By Guest SBlack, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 28, 2000

21. 401(k) immediate entry - match/PS 1 year wait, dual entry - how do yo

    By Guest MEGary, December 28, 2000
    • 15 replies
    • 4.6k views
    • 
    • austin3515
    • October 18, 2002

22. Information for plan sponsors

    By Guest ndgal, December 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • January 2, 2001

23. Stopping Discretionary Employer Match Mid-Year

    By DP, December 28, 2000
    • 3 replies
    • 4k views
    • 
    • KJohnson
    • December 28, 2000

24. Late Safe Harbor Notices

    By Alf, December 28, 2000
    • 14 replies
    • 5k views
    • 
    • actuarysmith
    • July 17, 2002

25. 402h notice - sample

    By Guest A. Rostosky, December 28, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • December 28, 2000

26. 50% Owner only employee with deferrals.

    By Guest Donna Henderson, December 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2000

27. What happens to forfeitures from (hanging, orphan, related, "attr

    By John A, December 27, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • December 27, 2000

28. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2000

29. Plan loans issued at interest rate below the rate in the Plan Document

    By Guest Gary Stadtmauer, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 5, 2001

30. Forfeiture Reallocations Timing

    By Guest Charles G, December 22, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 27, 2000

31. New Safe-harbor 401(k)Plan for 2001

    By SMB, December 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • December 26, 2000

32. Truth or Nonsense ... an employee's $10,500 elective deferral does not

    By Moe Howard, December 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2000

33. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

    By KJohnson, December 21, 2000
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • December 21, 2000

34. Failure to obtain proper Distrib. Elections and Consents

    By Earl, December 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • December 24, 2000

35. Sale of Substantially All the Assets Used in a Trade or Business - Def

    By Guest Gibson, December 21, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 2000

36. Can a current calendar year 401(k) Plan still change to a safe harbor

    By Guest fiddler, December 21, 2000
    • 18 replies
    • 4.4k views
    • 
    • MWeddell
    • January 12, 2001

37. The plan sponsor changes eligibility wait period from six to twelve mo

    By Guest Clint Schuckel, December 20, 2000
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • December 21, 2000

38. Can a plan sponsor currently make an election retroactive to 1/1/2000,

    By Guest ROB VIDOVICH, December 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

39. What nondiscrimination testing rules apply to controlled groups?

    By John A, December 20, 2000
    • 5 replies
    • 9.7k views
    • 
    • rlbillings
    • October 10, 2019

40. Can a 501(c)(3) organization sponsor a safe harbor 401(k) plan?

    By Guest SCUDDESLER, December 19, 2000
    • 1 reply
    • 2k views
    • 
    • Jon Chambers
    • December 20, 2000

41. Merger documentation

    By Guest CGBS, December 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 19, 2000

42. Contribution Deadlines

    By Guest RJM, December 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 19, 2000

43. Let's say you lose 90% of the value of your 401k investment in the yea

    By Guest Billy, December 19, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2000

44. Amending a 401(k) plan to a SEP???

    By Guest VAP, December 18, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 21, 2000

45. self-managed account supervision

    By Guest MAP, December 15, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 26, 2000

46. Safe Harbor 401(k)/Additional Non-Elective Contribution

    By k man, December 15, 2000
    • 3 replies
    • 2.3k views
    • 
    • Richard Anderson
    • December 19, 2000

47. Qualified College Tuition Plan, IRC 529 program

    By Guest pnhem, December 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 14, 2000

48. DOL audits on plan expenses

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2000

49. Participant, age 76. Can he still make elective salary deferrals?

    By Guest Donna Henderson, December 14, 2000
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 14, 2000

50. Has anyone combined a 401(k) plan and a nonqualified "wrap-around

    By Guest, December 14, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2000