401(k) Plans

19,401 topics in this forum

1. How to correct deposit of after tax dollars as deferrals?

   By Guest SSCARO, February 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 4, 2001

2. ADP/ACP failures with prior year tests should not happen but

   By Guest Ed W, February 4, 2001
   • 1 reply
   • 1.9k views
   • 
   • Richard Anderson
   • February 4, 2001

3. Contribution given based on years of service.

   By Guest Theresa, February 2, 2001
   • 4 replies
   • 7.1k views
   • 
   • Guest
   • February 4, 2001

4. Contributions in excess of those in the safe harbor notice that was di

   By Richard Anderson, February 3, 2001
   • 0 replies
   • 1.5k views
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   • Richard Anderson
   • February 3, 2001

5. Any way a plan can establish parameters for who is eligible for self-d

   By John A, February 2, 2001
   • 2 replies
   • 2.6k views
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   • Jon Chambers
   • February 2, 2001

6. 10500 LIMIT WHEN FISCAL YR & CALENDAR YR DIFFERENT

   By Guest THOMAS TIERNEY, February 2, 2001
   • 1 reply
   • 1.6k views
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   • Guest
   • February 2, 2001

7. Unsigned Adoption Agreement

   By Spencer, January 30, 2001
   • 2 replies
   • 2.9k views
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   • Bill Berke
   • January 31, 2001

8. Cancel 401k and withdraw funds before 59 1/2.

   By Guest Michael G., January 31, 2001
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • January 31, 2001

9. 1099-R coding of rechar.

   By Guest LTurner, January 30, 2001
   • 0 replies
   • 1.6k views
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   • Guest
   • January 30, 2001

10. Switch a profit sharing plan to a safe harbor 401(k)

    By thepensionmaven, January 30, 2001
    • 0 replies
    • 1.8k views
    • 
    • thepensionmaven
    • January 30, 2001

11. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 28, 2001
    • 3 replies
    • 2.4k views
    • 
    • M R Bernardin
    • January 30, 2001

12. Quarterly PS contribution allocation; is the HCE's allocation limited

    By Richard Anderson, January 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 30, 2001

13. Who pays insurance premiums for policies in the plan?

    By Guest Theresa, January 24, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 30, 2001

14. How do you calculate deduction limits for a 401(k) and an ESOP?

    By Guest lawdawg, January 26, 2001
    • 6 replies
    • 2.1k views
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    • stephen
    • January 30, 2001

15. Does an Employer pay an excise tax on de minimus excess contributions?

    By Guest Stone Cowboy, January 29, 2001
    • 1 reply
    • 2.1k views
    • 
    • RCK
    • January 29, 2001

16. "Un-terminating" a 401(k) Plan

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.8k views
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    • david rigby
    • January 29, 2001

17. Okay to change from current year, disaggregation in 1 year, to prior y

    By John A, January 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • January 29, 2001

18. 401(k) limits for a short plan year

    By Guest TracyAndrews, January 23, 2001
    • 2 replies
    • 4.6k views
    • 
    • Earl
    • January 29, 2001

19. Employer Fails to Change Employee 401(k) Contribution Rate. Is Correc

    By LCARUSI, January 25, 2001
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • January 29, 2001

20. Tax Liability of an Outstanding Loan that is Offset when Participant D

    By Guest andmik, January 26, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • January 26, 2001

21. Incentives to invest in Company stock under 401(k) plans?

    By Guest KevinGordon, January 19, 2001
    • 28 replies
    • 5.1k views
    • 
    • Guest
    • January 25, 2001

22. Govermental agency/instrumentality vs. tax exempt org.

    By Guest xplan, January 24, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 25, 2001

23. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • January 24, 2001

24. What is the maximum length of time a 401(k) loan can be taken for the

    By Guest eanselm1, January 19, 2001
    • 13 replies
    • 18.8k views
    • 
    • imchipbrown
    • January 24, 2001

25. How do you correct contributions that were deposited in error?

    By Guest, January 24, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2001

26. ADP testing, need info on borrowing method

    By Guest LTurner, January 24, 2001
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • January 24, 2001

27. 401K with no matching and mutual fund maybe not known: worth it ?

    By Guest nmehta, January 21, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 24, 2001

28. Stock Sale and Distribution of Assets

    By PMC, January 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • PMC
    • January 23, 2001

29. No violation of 415, 402(g) or 401(k) - just 404(c)

    By imchipbrown, January 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • rcline46
    • January 23, 2001

30. At what threshold $ amount are "highly compensated employees&quot

    By Guest Dan Zevitz, January 23, 2001
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • January 23, 2001

31. Step children and family attribution

    By Guest Pat Metallic, January 22, 2001
    • 1 reply
    • 3.1k views
    • 
    • rcline46
    • January 22, 2001

32. Which year's top-heavy contribution can a QNEC contribution be applied

    By John A, January 19, 2001
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • January 22, 2001

33. 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

34. Excess (over plan limit) deferrals

    By Guest A. Rostosky, January 5, 2001
    • 18 replies
    • 7.2k views
    • 
    • Guest
    • January 19, 2001

35. 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

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

    By Guest tmyc, January 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • LCARUSI
    • January 19, 2001

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

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

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

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

39. Leasing company plan termination

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

40. HCE Status Determination in First Plan Year

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

41. 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

42. 401(k) safe harbor with separate eligibility provisions

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

43. 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

44. 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

45. Switch to SIMPLE 401(k)

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

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

    By KJohnson, January 15, 2001
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • January 16, 2001

47. 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

48. Timing of deposits for employer with multiple payrolls.

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

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

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

50. Integrated Safe Harbor plan?

    By Guest patom, January 15, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 15, 2001