401(k) Plans

19,317 topics in this forum

1. 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

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

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

3. 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

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

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

5. Leasing company plan termination

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

6. HCE Status Determination in First Plan Year

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

7. 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

8. 401(k) safe harbor with separate eligibility provisions

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

9. 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

10. 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
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    • Guest
    • January 17, 2001

11. Switch to SIMPLE 401(k)

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

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

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

13. 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

14. Timing of deposits for employer with multiple payrolls.

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

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

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 15, 2001

16. Integrated Safe Harbor plan?

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

17. HCE violates 415 -

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

18. Electronic Enrollment Questions

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

19. 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

20. 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

21. 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

22. Ineligible deferrals

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

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

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

24. 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

25. Late year change in company match

    By Guest wohtola, November 26, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 11, 2001

26. 415 Excess & Deductible Limit

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

27. 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

28. 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

29. Brokerage commission discrimination issues

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

30. 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

31. Puzzled over 401(k) Beneficiary Rights

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

32. 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

33. 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

34. 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

35. Missed Loan Payments

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

36. Owner's deferrals considered for untimely deposit?

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

37. Years of service for previously excludible employee

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

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

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

39. Information for plan sponsors

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

40. 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

41. 401(k) deferral of n-q deferred comp payments

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

42. Form 1099-R Reporting for Loans

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

43. 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

44. Stopping Discretionary Employer Match Mid-Year

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

45. 402h notice - sample

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

46. 50% Owner only employee with deferrals.

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

47. 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

48. 401(k) Advance Contributions

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

49. 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

50. Forfeiture Reallocations Timing

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