401(k) Plans

19,275 topics in this forum

1. Can participants minimize their taxes when taking MRD's?

   By Guest Rob Walter, October 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • October 13, 2000

2. Stock Options/Code Section 318(a)(4)/Top-Heavy Rules

   By Guest RBJ, October 13, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • October 13, 2000

3. K1 Processing

   By Guest JimJ, October 13, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 13, 2000

4. Are hardship rules any different under a safe harbor 401(k) plan?

   By John A, October 11, 2000
   • 1 reply
   • 2.3k views
   • 
   • wmyer
   • October 12, 2000

5. Do you do SSA's?

   By MR, October 11, 2000
   • 6 replies
   • 1.9k views
   • 
   • R. Butler
   • October 12, 2000

6. Distribution to a Testamentary Trust not eligible for rollover

   By Guest GordonJ, October 11, 2000
   • 1 reply
   • 1.6k views
   • 
   • Mary Kay Foss
   • October 12, 2000

7. Voluntary after-tax employee contributions to a 401(m) plan

   By Guest J D DeBacker, October 11, 2000
   • 0 replies
   • 2k views
   • 
   • Guest
   • October 11, 2000

8. Limit on deferrals from a single paycheck?

   By John A, October 5, 2000
   • 2 replies
   • 1.5k views
   • 
   • Jon Chambers
   • October 11, 2000

9. Minimum service conditions for safe-harbor 401(k) plan 3% nonelective

   By John A, October 11, 2000
   • 0 replies
   • 1.3k views
   • 
   • John A
   • October 11, 2000

10. OK for employer to pay an annual per-participant charges for employed

    By PMC, October 2, 2000
    • 12 replies
    • 2.2k views
    • 
    • alanm
    • October 11, 2000

11. Has anyone had any experience with amending a 401(k) plan so that all

    By Guest TW2000, September 18, 2000
    • 23 replies
    • 5.8k views
    • 
    • KJohnson
    • October 10, 2000

12. Employee goes from hourly to salaried with same employer leaving balan

    By KIP KRAUS, March 7, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 10, 2000

13. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith, October 10, 2000
    • 2 replies
    • 3.2k views
    • 
    • John A
    • October 10, 2000

14. Do correcting QNECS need to be factored into following year testing?

    By John A, October 9, 2000
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • October 9, 2000

15. Participant directed vs non-particpant directed

    By Guest todd, October 6, 2000
    • 1 reply
    • 8.2k views
    • 
    • MR
    • October 8, 2000

16. Client refuses to remove excess contributions; wants to reduce future

    By Brenda Wren, October 4, 2000
    • 10 replies
    • 2.6k views
    • 
    • Disco Stu
    • October 7, 2000

17. Applying 415 limit to a Profit Sharing contribution in a 401(k) plan -

    By John A, October 6, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 6, 2000

18. Can a participant who is employed by 3 separate employers be involved

    By Guest Don J. Smith, October 4, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 5, 2000

19. VCR v. APRSC

    By Guest BTCISP1969, October 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 5, 2000

20. Is this plan design a "safe harbor" 401(k) plan?

    By Guest, October 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 4, 2000

21. Matching contributions by a Partnership

    By preErisa, October 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 4, 2000

22. Electronic Signature legislation

    By k man, October 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 2000

23. Can a plan use the sole proprietor's social security number as its EIN

    By Guest Tara Curran, September 28, 2000
    • 6 replies
    • 2.8k views
    • 
    • Kristina
    • October 3, 2000

24. Confused about required aggregation

    By Guest JBarn, September 26, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 3, 2000

25. Minimum Age Requirement

    By Guest hitt24, September 21, 2000
    • 5 replies
    • 2.5k views
    • 
    • Jon Chambers
    • October 3, 2000

26. I am trying to find a good example of how coverage testing works.

    By Guest hitt24, October 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • October 3, 2000

27. Can a 401(k) plan accept a rollover from the federal government's Thr

    By Guest wallacea, September 28, 2000
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2000

28. Spousal Waiver of annuity options

    By Guest gasher, October 3, 2000
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • October 3, 2000

29. Plan terminations using plan assets?

    By Cathy from Chicago, October 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • October 3, 2000

30. What happens if a participant elects to defer 8%; however, the company

    By Guest Tracy H, September 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Jon Chambers
    • October 2, 2000

31. Include amounts deferred in excess of plan limitations in the 401(k) t

    By Guest Mr. X, October 2, 2000
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • October 2, 2000

32. ADP/ACP statutory minimum age 21 with one year of service, but what ar

    By Guest Kevin Plymyer, September 29, 2000
    • 3 replies
    • 3.1k views
    • 
    • rcline46
    • October 2, 2000

33. Top Heavy contribution to a new participant vs. contributions to the r

    By Guest SJPrince, September 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 2, 2000

34. How to answer the 404(c) question answered on the 5500?

    By Guest JimP, September 28, 2000
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • September 30, 2000

35. Annual additions

    By imchipbrown, September 29, 2000
    • 2 replies
    • 1.8k views
    • 
    • imchipbrown
    • September 30, 2000

36. Rollovers of Keogh into 401(k) plans

    By Guest susan w, September 29, 2000
    • 1 reply
    • 5.4k views
    • 
    • Kathy
    • September 29, 2000

37. Eliminate DB stuff from DC plan? I hope?

    By Guest SJPrince, September 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 29, 2000

38. 5500 for a plan that has been merged into another?

    By Guest SJPrince, September 29, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2000

39. Definition of 5% Owner for Purposes of the Required Beginning Date.

    By Guest helmethead, September 28, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 28, 2000

40. Increase your match, but fail to amend plan. What to do, what to do.

    By MR, September 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • actuarysmith
    • September 28, 2000

41. Can employee deferrals be invested before profit sharing plan is actua

    By Guest vrp, September 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 28, 2000

42. Poor Communication by Previous Employer Causes Great Losses to Persona

    By Guest Dan E., September 27, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • September 28, 2000

43. When doing a distribution of Excess Aggreate Contributions to correct

    By Guest jeffgh24, September 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 28, 2000

44. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

    By Guest PLHart, September 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • MR
    • September 27, 2000

45. ADP/ACP testing plan that becomes multiple employer mid-year

    By Guest Jordan, September 26, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 27, 2000

46. Illegal for an insurance company to steer participants into their prop

    By Guest Breathnach, September 27, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • September 27, 2000

47. Vesting requirements for a short plan year prior to plan merger

    By Guest McElroy, September 27, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 2000

48. Amending to "Safe-Harbor" 401(k)

    By SMB, September 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • MR
    • September 27, 2000

49. Top Heavy Term Plan Question

    By Hoard1, September 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 26, 2000

50. 404 limit for Money Purchase and 401(k) safe harbor plans.

    By Richard Anderson, September 25, 2000
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 26, 2000