401(k) Plans

19,489 topics in this forum

1. Nonspousal Beneficiary distribution & QPSA/QJSA

   By Guest jim williams, March 28, 2001
   • 1 reply
   • 1.8k views
   • 
   • Bob R
   • March 29, 2001

2. 401(k) deferrals and SEP contributions in same year?

   By Guest C.R. Gravitt, March 28, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • March 28, 2001

3. Qualified Match vs Regular Match -Correction

   By Guest UKH, March 27, 2001
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • March 27, 2001

4. Safe Harbor and Plan Merger

   By PMC, March 27, 2001
   • 0 replies
   • 1.7k views
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   • PMC
   • March 27, 2001

5. Federal Truth and Lending disclosure

   By Guest xplan, March 27, 2001
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 27, 2001

6. How is ADP test w/ statutory exclusions administered?

   By Guest PLHart, March 23, 2001
   • 6 replies
   • 2.5k views
   • 
   • KJohnson
   • March 27, 2001

7. Top Heavy Test on Aggregated Plans

   By Guest chant44, March 26, 2001
   • 4 replies
   • 2.3k views
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   • Bob R
   • March 27, 2001

8. LLC owner who deferred but had negative earnings from self employment

   By Guest Robin S. Vatalaro, March 13, 2001
   • 12 replies
   • 7.9k views
   • 
   • BeckyMiller
   • March 26, 2001

9. Notices defining "Employees Eligible to Defer" for Safe Harb

   By Guest Powers, March 26, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 26, 2001

10. 401K & Roth IRA in same year?

    By Guest Harrydoodl, March 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • March 25, 2001

11. One owner, 2 companies - prorate the $170,000 comp limit?

    By MR, March 23, 2001
    • 10 replies
    • 2.5k views
    • 
    • Everett Moreland
    • March 24, 2001

12. Safe Harbor Matching Contribution Forula Question

    By Guest Gibson, March 22, 2001
    • 4 replies
    • 1.7k views
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    • MWeddell
    • March 23, 2001

13. Top heavy contribution required with LDOY requirement?

    By Guest Christie Banks, March 23, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 23, 2001

14. Postpone Start of Safe Harbor 401(k)??

    By chris, March 21, 2001
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • March 23, 2001

15. Is the maximum limit for a non-profit's employees 25% as opposed to us

    By Guest victor, March 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 23, 2001

16. TPA and asset-based fees, w/o revenue sharing agreements

    By Guest xplan, March 20, 2001
    • 5 replies
    • 2.5k views
    • 
    • MoJo
    • March 22, 2001

17. How is loss reported for corrective distribution within 2 1/2 months o

    By John A, January 22, 2001
    • 5 replies
    • 3.8k views
    • 
    • Alf
    • March 22, 2001

18. 415 limits on earned income and employee compensation

    By Guest egoldberg, March 19, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 21, 2001

19. Discriminatory Effect of an Increasing Match

    By Guest AEA, March 16, 2001
    • 10 replies
    • 2k views
    • 
    • Guest
    • March 21, 2001

20. Can a Safe Harbor Plan have immediate eligibility for deferrals and ap

    By Guest Powers, March 21, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2001

21. A 401(k) Plan covers only the employees of a subsidiary. The corporat

    By John A, March 19, 2001
    • 8 replies
    • 2.1k views
    • 
    • RCK
    • March 21, 2001

22. 2001 401(k) contribution limit

    By Guest colleenm, March 21, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • March 21, 2001

23. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 21, 2001

24. 401 K options returning to the UK

    By Guest DShergold, March 19, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 21, 2001

25. Excess deferral between two plans unrelated employer, how does this ef

    By Guest Kevin Plymyer, March 20, 2001
    • 5 replies
    • 2.6k views
    • 
    • Richard Anderson
    • March 21, 2001

26. Additonal match contribution on top of safe harbor match?

    By R. Butler, March 16, 2001
    • 5 replies
    • 3.1k views
    • 
    • Richard Anderson
    • March 20, 2001

27. Highly Compensated Employee - Tax related.

    By Guest Rampi, March 19, 2001
    • 4 replies
    • 1.9k views
    • 
    • Richard Anderson
    • March 20, 2001

28. Is there a time frame when an employer has to deposit your payroll ded

    By Guest KME, January 6, 1999
    • 17 replies
    • 3.6k views
    • 
    • stephen
    • March 20, 2001

29. 401(k) Investment Committees and Policy

    By Guest D Ziegler, March 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • March 20, 2001

30. Multi-Employer Plan Spin Off

    By Guest UKH, March 20, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 20, 2001

31. How to handle part-timers in a plan with 3-month eligibility for parti

    By MR, March 3, 2001
    • 13 replies
    • 3.4k views
    • 
    • Kristina
    • March 19, 2001

32. Employer neglects to deduct 401(k)

    By Brenda Wren, March 15, 2001
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • March 17, 2001

33. Profit Sharing receivable in determining top heavy status.

    By R. Butler, March 15, 2001
    • 4 replies
    • 2.6k views
    • 
    • R. Butler
    • March 16, 2001

34. Does wife become a Key Employee if she is not an employee at the time

    By Earl, March 15, 2001
    • 7 replies
    • 2.3k views
    • 
    • Earl
    • March 16, 2001

35. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 2001

36. Maximum 403B Contribution

    By Guest DebH, March 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 16, 2001

37. maximum contributions w/o being discrimnatory!

    By Guest THOMAS TIERNEY, March 15, 2001
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • March 16, 2001

38. PROTECTED BENEFITS

    By Guest Don J. Smith, March 15, 2001
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • March 16, 2001

39. Is a graduated matching contribution plan as to tenure permissible?

    By Guest Scott Mitchell, March 5, 2001
    • 11 replies
    • 5k views
    • 
    • Bill Berke
    • March 15, 2001

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

    By Guest TAshley, March 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 15, 2001

41. Timing of employer contribution

    By Guest CHRISTA, March 15, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 15, 2001

42. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 15, 2001

43. Wanted: Recordkeeper for Puerto Rico based 401(k) type plan!

    By Guest backer, March 14, 2001
    • 3 replies
    • 2k views
    • 
    • alanm
    • March 15, 2001

44. 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
    • 1.9k views
    • 
    • MWeddell
    • March 15, 2001

45. Bankrupt Client- Can't find plan trustee

    By TPAVP, March 13, 2001
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • March 15, 2001

46. Corrective Distributions -- Adjustment for Losses?

    By davef, March 14, 2001
    • 1 reply
    • 2.2k views
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    • MWeddell
    • March 15, 2001

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

    By Guest MES, March 13, 2001
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • March 15, 2001

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

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 7k views
    • 
    • Bob R
    • March 15, 2001

49. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 14, 2001

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

    By Guest MES, March 13, 2001
    • 5 replies
    • 1.8k views
    • 
    • MoJo
    • March 14, 2001