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401(k) Plans

19,297 topics in this forum

  1. Plan terminations using plan assets?

    By Cathy from Chicago,
    • 2 replies
    • 1.6k views

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

    By Guest Tracy H,
    • 2 replies
    • 1.5k views

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

    By Guest Mr. X,
    • 1 reply
    • 1.3k views

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

    By Guest Kevin Plymyer,
    • 3 replies
    • 3.1k views

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

    By Guest SJPrince,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest JimP,
    • 7 replies
    • 2.9k views
    • Guest
    • Guest

  7. Annual additions

    By imchipbrown,
    • 2 replies
    • 1.8k views

  8. Rollovers of Keogh into 401(k) plans

    By Guest susan w,
    • 1 reply
    • 5.5k views

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

    By Guest SJPrince,
    • 5 replies
    • 1.7k views

  10. 5500 for a plan that has been merged into another?

    By Guest SJPrince,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest helmethead,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

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

    By MR,
    • 1 reply
    • 1.6k views

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

    By Guest vrp,
    • 2 replies
    • 1.5k views

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

    By Guest Dan E.,
    • 5 replies
    • 2.4k views
    • Guest
    • Guest

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

    By Guest jeffgh24,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest PLHart,
    • 2 replies
    • 1.6k views
    • MR
    • MR

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

    By Guest Jordan,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

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

    By Guest Breathnach,
    • 1 reply
    • 1.3k views

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

    By Guest McElroy,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

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

    By SMB,
    • 2 replies
    • 1.4k views
    • MR
    • MR

  21. Top Heavy Term Plan Question

    By Hoard1,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  22. 404 limit for Money Purchase and 401(k) safe harbor plans.

    By Richard Anderson,
    • 1 reply
    • 1.5k views

  23. 501(c)(3) adopt a 401(k) Plan?

    By Guest Bob Lees,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  24. What happens to 5500's filed separately for participating employers in

    By MR,
    • 1 reply
    • 1.9k views

  25. Super top heavy minimum contribution for a profit shating plan

    By Guest Pat Metallic,
    • 3 replies
    • 1.9k views

  26. Definition of Compensation

    By Guest Tim Brown,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  27. Safe Harbor for Short Year Plans

    By Guest bobbysmith,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  28. Deductibility of employer contributions.

    By Guest Barton Haag,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  29. Can a nonstandardized prototype plan be filed for approval without the

    By Guest,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  30. When does an employee cease being an "Employee" for plan pur

    By John A,
    • 3 replies
    • 2.9k views

  31. Timing of 401(k) deposits

    By Guest Tim Brown,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  32. How are employees who terminated prior to the effective date of adding

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  33. top-heavy contribution

    By k man,
    • 2 replies
    • 2k views
    • MR
    • MR

  34. Can a money purchase plan be amended after the end of the plan year to

    By Guest Clain,
    • 2 replies
    • 1.5k views

  35. Safe harbor nonelective contribution & HCE's

    By Guest Melissa Winslow,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  36. Participant Allocated Mutual Funds

    By Guest Gary Johnson,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  37. 70 1/2 Min. Distribution - Based on accrual contribution

    By Guest UKH,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  38. In-Service Withdrawals in Money Purchase Plans

    By Guest BS,
    • 4 replies
    • 3.2k views

  39. Uncooperative bundled provider

    By Guest mo again,
    • 2 replies
    • 1.6k views

  40. Rollover of foreign pension money into a U.S. qualified plan

    By Guest GMedley,
    • 1 reply
    • 2.9k views

  41. 10-percent tax penalty

    By Guest BTCISP1969,
    • 3 replies
    • 1.9k views

  42. Anyone know anything about Puerto Rican 165(e) plans? Please!!!

    By Guest HIPAAdrome,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  43. Looking for a site that deals with Accounting for Defined Contribution

    By Guest soupsmp,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  44. How do you determine who is in the top-paid group?

    By Guest Tara Curran,
    • 7 replies
    • 23.8k views

  45. When can a plan be amended to exclude HCEs from a profit sharing contr

    By John A,
    • 1 reply
    • 1.8k views

  46. Is distribution of excess annual additions included in ADP test?

    By Richard Anderson,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  47. Warning: High Explosives! redux. Another article/study appears.

    By Guest tschenk,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  48. Top Heavy 401(k)

    By Guest Tim Brown,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  49. Determining HCE's for first year of a new company

    By Guest Richard Scheer,
    • 1 reply
    • 2.4k views

  50. Automatic Enrollment Question

    By Guest Phil L.,
    • 1 reply
    • 1.6k views
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