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401(k) Plans

19,489 topics in this forum

  1. Need Straight Answers on HCE & Annual Addition Issues

    By Guest JBarn,
    • 8 replies
    • 2.2k views
    • Guest
    • Guest

  2. What is lookback year for HCE determination if plan is amended to crea

    By k man,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  3. Company A employees can be covered under Company B's 401(k) merely by

    By bzorc,
    • 20 replies
    • 4.1k views

  4. Are annual participant statements required to be sent to 401(k) partic

    By pbarrett,
    • 3 replies
    • 2.1k views
    • RCK
    • RCK

  5. Looking for a TPA for a professional employer organization's 401(k) pl

    By Guest Karens,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  6. Cost of Living Adjustments for 2001

    By Guest Laura,
    • 8 replies
    • 3.2k views
    • Guest
    • Guest

  7. How are corrective distributions treated for top-heavy determination p

    By John A,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  8. Use top-hat NQDCP elective deferrals in 401(k) plan definition of comp

    By card,
    • 0 replies
    • 1.9k views

  9. Can a company adopt a 401(k) plan in December to be effective retroact

    By Guest A. Rostosky,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  10. Can a calendar year 401(k) plan be made safe harbor 401(k) by distribu

    By John A,
    • 17 replies
    • 3.5k views
    • Guest
    • Guest

  11. Short initial plan-year; is 404 deduction limit based on full-year com

    By BTH,
    • 0 replies
    • 1.6k views
    • BTH
    • BTH

  12. Can a 401k plan become a market maker when offering company stock?

    By Guest JimJohnstone,
    • 3 replies
    • 1.6k views

  13. What wording or code references must be in a Plan Document permitting

    By MR,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  14. Match Allocated on Payroll Basis - Stop When Participant Maxes Out on

    By Christine Roberts,
    • 2 replies
    • 2.1k views

  15. Withholding requirements for Puerto Rican residents?

    By Guest mo again,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  16. Profit sharing contribution made to safe harbor 401(k) Plan

    By Guest Theresa,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  17. Implementation of Separate 401k and Keough?? and integration of existi

    By Guest Sppedraza,
    • 8 replies
    • 2.3k views

  18. 1/2% owner for key employee

    By Guest Traci,
    • 4 replies
    • 1.9k views

  19. Can a 401(k) plan and deferral election forms have retroactive effecti

    By Guest Bud,
    • 3 replies
    • 3.8k views

  20. Profit Sharing Spin-off: all or only 401(k) portion?

    By Guest LDH1,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  21. Is it more common to calculate an employer matching contribution on a

    By card,
    • 21 replies
    • 9.7k views

  22. May a foreign government adopt a 401(k) for its US Employees?

    By Guest W J Parks,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  23. Top-Heavy Vesting

    By Guest ndgal,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  24. Is a participant eligible for a distribution if he terminates but resu

    By Scuba 401,
    • 15 replies
    • 13.9k views
    • Guest
    • Guest

  25. Failure to provide safe harbor notice

    By Guest VAP,
    • 1 reply
    • 2.2k views
    • Alf
    • Alf

  26. Participant being paid was not sent the enrollment package because he

    By John A,
    • 0 replies
    • 1.5k views

  27. What are the tax effects of depositing profit sharing contributions pa

    By Guest Tara Curran,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  28. Short Plan Year - 1st year of Safe Harbor

    By nancy,
    • 5 replies
    • 4k views

  29. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  30. How to max HCE contributions for new late in year 401k?

    By Guest Ed Walker,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  31. 70 1/2 required distributions--changing mind after making initial elec

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

  32. Pros and cons of allowing multiple outstanding loans to a 401(k) parti

    By Guest DDDlump,
    • 7 replies
    • 7k views

  33. Terminating 401(k) plan holds a large forfeiture account; what to do w

    By Guest Kevin Plymyer,
    • 9 replies
    • 4.8k views
    • Guest
    • Guest

  34. I have an established 401(k) Plan that uses prior year testing. This

    By Guest Amy Keen,
    • 10 replies
    • 2.2k views
    • MR
    • MR

  35. 401K Money Movements

    By Guest rlyoung,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  36. Does a QNEC contribution allocation formula need to be definitely dete

    By Richard Anderson,
    • 3 replies
    • 2.7k views

  37. Post-tax contributions

    By Guest merlin15,
    • 1 reply
    • 1.8k views

  38. Top heavy minimum contribution

    By eilano,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  39. Company Match taxable ?

    By Guest tkraynak,
    • 9 replies
    • 3.4k views

  40. Software needed to manage participant loans in 401(k) plans.

    By Guest jrhodes,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  41. Revoking a loan policy

    By Guest Pat Metallic,
    • 1 reply
    • 1.9k views

  42. Has anyone seen the official annual limitations for 2001?

    By Felicia,
    • 7 replies
    • 2.1k views

  43. How to do 401(k) discrimination testing for a plan with no NHCEs (i.e.

    By Guest Pat Metallic,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  44. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co

    By Guest smithee,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  45. Participant wants hardship distribution but spouse is in jail

    By Guest sheadan,
    • 2 replies
    • 2.1k views

  46. Can an employee continue to defer while on short term disability?

    By Guest CHRISTA,
    • 1 reply
    • 2.1k views

  47. 100% vesting is required, even if same desk rules applies, correct?

    By John A,
    • 3 replies
    • 2.1k views
    • Alf
    • Alf

  48. May a foreign country, or agency thereof, establish a 401(k) plan for

    By Guest W J Parks,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  49. Are there service providers who do operational audits to ascertain if

    By Guest Lisa Flagg,
    • 6 replies
    • 1.9k views

  50. 401(k) termination and distribution prior to sale of stock in plan spo

    By Guest EMC,
    • 3 replies
    • 3.2k views
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