401(k) Plans

19,489 topics in this forum

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

   By Guest Theresa, January 24, 2001
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • January 30, 2001

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

   By Guest lawdawg, January 26, 2001
   • 6 replies
   • 2.2k views
   • 
   • stephen
   • January 30, 2001

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

   By Guest Stone Cowboy, January 29, 2001
   • 1 reply
   • 2.2k views
   • 
   • RCK
   • January 29, 2001

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

   By Guest EMC, January 26, 2001
   • 2 replies
   • 3.1k views
   • 
   • david rigby
   • January 29, 2001

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

   By John A, January 29, 2001
   • 0 replies
   • 1.6k views
   • 
   • John A
   • January 29, 2001

6. 401(k) limits for a short plan year

   By Guest TracyAndrews, January 23, 2001
   • 2 replies
   • 4.8k views
   • 
   • Earl
   • January 29, 2001

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

   By LCARUSI, January 25, 2001
   • 2 replies
   • 2.1k views
   • 
   • Earl
   • January 29, 2001

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

   By Guest andmik, January 26, 2001
   • 2 replies
   • 1.9k views
   • 
   • Kirk Maldonado
   • January 26, 2001

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

   By Guest KevinGordon, January 19, 2001
   • 28 replies
   • 5.8k views
   • 
   • Guest
   • January 25, 2001

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

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

11. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • actuarysmith
    • January 24, 2001

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

    By Guest eanselm1, January 19, 2001
    • 13 replies
    • 21.3k views
    • 
    • imchipbrown
    • January 24, 2001

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

    By Guest, January 24, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2001

14. ADP testing, need info on borrowing method

    By Guest LTurner, January 24, 2001
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • January 24, 2001

15. 401K with no matching and mutual fund maybe not known: worth it ?

    By Guest nmehta, January 21, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • January 24, 2001

16. Stock Sale and Distribution of Assets

    By PMC, January 18, 2001
    • 3 replies
    • 2k views
    • 
    • PMC
    • January 23, 2001

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

    By imchipbrown, January 23, 2001
    • 5 replies
    • 2.4k views
    • 
    • rcline46
    • January 23, 2001

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

    By Guest Dan Zevitz, January 23, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • January 23, 2001

19. Step children and family attribution

    By Guest Pat Metallic, January 22, 2001
    • 1 reply
    • 3.3k views
    • 
    • rcline46
    • January 22, 2001

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

    By John A, January 19, 2001
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • January 22, 2001

21. Commisioned employee with not enough pay to coever loan payments.

    By Guest Una M, January 2, 2001
    • 12 replies
    • 2.7k views
    • 
    • AndyH
    • January 19, 2001

22. Excess (over plan limit) deferrals

    By Guest A. Rostosky, January 5, 2001
    • 18 replies
    • 7.6k views
    • 
    • Guest
    • January 19, 2001

23. Forfeiture upon death permitted in DC/401(k) plan?

    By Guest mo again, January 18, 2001
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • January 19, 2001

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

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

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

    By Guest SHP, January 12, 2001
    • 2 replies
    • 2.1k views
    • 
    • M R Bernardin
    • January 19, 2001

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

    By traveler, January 5, 2001
    • 1 reply
    • 2.1k views
    • 
    • alanm
    • January 18, 2001

27. Leasing company plan termination

    By Guest jim williams, January 17, 2001
    • 1 reply
    • 1.5k views
    • 
    • alanm
    • January 18, 2001

28. HCE Status Determination in First Plan Year

    By Guest Anjele Bonie, January 17, 2001
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • January 18, 2001

29. Looking for tips designing 401(k) plan for typical small employer scen

    By Guest SBlack, January 12, 2001
    • 8 replies
    • 2k views
    • 
    • Guest
    • January 18, 2001

30. 401(k) safe harbor with separate eligibility provisions

    By Guest Daniel Fisher, January 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2001

31. Withholding in first 2 1/2 months on corrective distribution for ADP/A

    By John A, January 17, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • January 17, 2001

32. 4 months of 401K deductions have not been put into the 401k plan. What

    By Guest stinnett2000, January 13, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 17, 2001

33. Switch to SIMPLE 401(k)

    By R. Butler, January 17, 2001
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • January 17, 2001

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

    By KJohnson, January 15, 2001
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • January 16, 2001

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

    By Guest BA Gates, January 12, 2001
    • 11 replies
    • 2.2k views
    • 
    • Jon Chambers
    • January 16, 2001

36. Timing of deposits for employer with multiple payrolls.

    By Guest MES, January 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • January 16, 2001

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

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • January 15, 2001

38. Integrated Safe Harbor plan?

    By Guest patom, January 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 15, 2001

39. HCE violates 415 -

    By Guest CGBS, January 12, 2001
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • January 13, 2001

40. Electronic Enrollment Questions

    By Guest Letocha, January 12, 2001
    • 2 replies
    • 2.4k views
    • 
    • RCK
    • January 12, 2001

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

    By Guest Jaki Delia, January 12, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 2001

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

    By Guest Becky Egan, January 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 12, 2001

43. Can a current calendar year 401(k) Plan still change to a safe harbor

    By Guest fiddler, December 21, 2000
    • 18 replies
    • 4.7k views
    • 
    • MWeddell
    • January 12, 2001

44. Ineligible deferrals

    By Guest, January 12, 2001
    • 2 replies
    • 2.4k views
    • 
    • R. Butler
    • January 12, 2001

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

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

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

    By MR, January 12, 2001
    • 0 replies
    • 1.8k views
    • 
    • MR
    • January 12, 2001

47. Late year change in company match

    By Guest wohtola, November 26, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 11, 2001

48. 415 Excess & Deductible Limit

    By Guest Phil L, January 9, 2001
    • 2 replies
    • 3.1k views
    • 
    • QDROphile
    • January 10, 2001

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

    By RCK, January 4, 2001
    • 12 replies
    • 2.9k views
    • 
    • david rigby
    • January 9, 2001

50. What do you do with a SIMPLE 401(k) plan with forfeitures from previou

    By Guest Cato, January 5, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 9, 2001