401(k) Plans

19,334 topics in this forum

1. HCE violates 415 -

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

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

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

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

   By Guest Jaki Delia, January 12, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 12, 2001

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

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

5. Electronic Enrollment Questions

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

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

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

7. Ineligible deferrals

   By Guest, January 12, 2001
   • 2 replies
   • 2.3k views
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   • R. Butler
   • January 12, 2001

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

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

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

   By Guest Becky Egan, January 10, 2001
   • 2 replies
   • 1.5k views
   • 
   • MWeddell
   • January 12, 2001

10. 415 Excess & Deductible Limit

    By Guest Phil L, January 9, 2001
    • 2 replies
    • 2.9k views
    • 
    • QDROphile
    • January 10, 2001

11. 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

12. Brokerage commission discrimination issues

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

13. 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

14. 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

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

    By traveler, January 5, 2001
    • 1 reply
    • 2k views
    • 
    • alanm
    • January 18, 2001

16. Excess (over plan limit) deferrals

    By Guest A. Rostosky, January 5, 2001
    • 18 replies
    • 7.1k views
    • 
    • Guest
    • January 19, 2001

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

    By RCK, January 4, 2001
    • 12 replies
    • 2.4k views
    • 
    • david rigby
    • January 9, 2001

18. Missed Loan Payments

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

19. Puzzled over 401(k) Beneficiary Rights

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

20. 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

21. Owner's deferrals considered for untimely deposit?

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

22. Years of service for previously excludible employee

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

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

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

24. 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

25. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.2k views
    • 
    • BeckyMiller
    • July 15, 2002

26. 401(k) deferral of n-q deferred comp payments

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

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

    By Guest Kevin Plymyer, December 29, 2000
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • January 2, 2001

28. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 29, 2000

29. 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

30. 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

31. Information for plan sponsors

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

32. Stopping Discretionary Employer Match Mid-Year

    By DP, December 28, 2000
    • 3 replies
    • 4.1k views
    • 
    • KJohnson
    • December 28, 2000

33. Late Safe Harbor Notices

    By Alf, December 28, 2000
    • 14 replies
    • 5.1k views
    • 
    • actuarysmith
    • July 17, 2002

34. 402h notice - sample

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

35. 50% Owner only employee with deferrals.

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

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

    By John A, December 27, 2000
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 27, 2000

37. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 27, 2000

38. 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

39. Forfeiture Reallocations Timing

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

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

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

41. 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

42. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

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

43. Failure to obtain proper Distrib. Elections and Consents

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

44. 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

45. 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

46. 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

47. 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

48. What nondiscrimination testing rules apply to controlled groups?

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

49. 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

50. Merger documentation

    By Guest CGBS, December 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 19, 2000