401(k) Plans

19,400 topics in this forum

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

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

2. Timing of employer contribution

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

3. Required Minimum Distributions

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

4. 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

5. 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

6. Bankrupt Client- Can't find plan trustee

   By TPAVP, March 13, 2001
   • 9 replies
   • 2.3k views
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   • Guest
   • March 15, 2001

7. Corrective Distributions -- Adjustment for Losses?

   By davef, March 14, 2001
   • 1 reply
   • 2k views
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   • MWeddell
   • March 15, 2001

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

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

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

   By Guest Kevin Plymyer, March 5, 2001
   • 19 replies
   • 6.5k views
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   • Bob R
   • March 15, 2001

10. 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

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

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

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

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

13. Form for an Indemnification Agreement

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

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

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

15. Simple 401(k) Top Heavy Test

    By Guest chant44, March 12, 2001
    • 4 replies
    • 2.3k views
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    • MWeddell
    • March 13, 2001

16. 401K money used to start a small business?

    By Guest quickfox, February 28, 2001
    • 15 replies
    • 3k views
    • 
    • Bill Berke
    • March 13, 2001

17. Safe Harbor question

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

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

    By Guest NFalci, February 26, 2001
    • 7 replies
    • 14.7k views
    • 
    • Guest
    • March 12, 2001

19. Voluntary Loan Defaults

    By Guest ANNEBV, March 8, 2001
    • 6 replies
    • 9.1k views
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    • MoJo
    • March 12, 2001

20. Self Employed to Corporation in mid-year

    By Guest John Sample, March 9, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 11, 2001

21. Deferred Comp- How to calculate?

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

22. Top Heavy DC Minimum For Partial Year Participation

    By Guest pjharvey, March 9, 2001
    • 1 reply
    • 1.7k views
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    • pmacduff
    • March 9, 2001

23. Paying Certain Plan Expenses from Individual Account Plans

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

24. Overpayment of ADP/ACP corrections

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

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

    By John A, February 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • March 7, 2001

26. Transition year for CY/PY testing method

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

27. Can top heavy plans exclude bonuses from compensation?

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

28. What do with current 401K now that I'm starting a business

    By Guest Jack_Norton, March 6, 2001
    • 6 replies
    • 2.1k views
    • 
    • Bill Berke
    • March 6, 2001

29. How is ADP and other testing done (what compensation is used) when eff

    By John A, March 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 6, 2001

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

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

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

    By Guest Steve C., March 1, 2001
    • 2 replies
    • 1.7k views
    • 
    • actuarysmith
    • March 2, 2001

32. Top 20% HCE group - can a change be made to use it?

    By Guest A. Rostosky, February 28, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 2, 2001

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

    By Guest GMedley, February 28, 2001
    • 6 replies
    • 4.2k views
    • 
    • Bill Berke
    • March 1, 2001

34. Treatment of Match Relating to Refunded Excess Annual Additions

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

35. Bonus paid after Dec. 31st

    By Guest cascigm, February 28, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2001

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

    By Guest lforesz, February 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2001

37. Are there any states that do not allow 401k employee contributions to

    By Guest pupelk, February 27, 2001
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • February 28, 2001

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

    By Guest Letocha, December 7, 2000
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • February 28, 2001

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

    By Guest Jane Francis, February 13, 2001
    • 23 replies
    • 5.5k views
    • 
    • AndyH
    • February 28, 2001

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

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

41. 401(k) plan for a company where the only compensation paid is commissi

    By John A, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 27, 2001

42. 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

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

    By Guest MMorgan, October 8, 1998
    • 8 replies
    • 4.2k views
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    • PMC
    • February 26, 2001

44. 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

45. Top Heavy minimum for mid year entrants in a Safe Harbor 401(k).

    By R. Butler, February 21, 2001
    • 5 replies
    • 3.1k views
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    • AndyH
    • February 23, 2001

46. match in the year of hardship

    By Guest MPITTS, February 20, 2001
    • 3 replies
    • 1.6k views
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    • RCK
    • February 23, 2001

47. Average Vesting Period for Small Businesses

    By Guest Mae Behm, February 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • February 23, 2001

48. Top Paid Group determination for HCEs

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

49. 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

50. 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