401(k) Plans

19,317 topics in this forum

1. Deferrals not withheld according to participant's election ...

   By Spencer, March 21, 2000
   • 2 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • March 22, 2000

2. Recharacterization of Excess Contributions as missed matching contribu

   By Guest RMM, March 21, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 21, 2000

3. Effect of contributions to a SIMPLE and a 401(k).

   By Guest, March 21, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 21, 2000

4. In-service withdrawal with a loan

   By Guest VPA, March 21, 2000
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • March 24, 2000

5. How are top-heavy testing and 410(b) testing coordinated?

   By John A, March 20, 2000
   • 8 replies
   • 4.8k views
   • 
   • Tom Poje
   • January 27, 2003

6. 415 Excess Suspense Account

   By SMB, March 20, 2000
   • 0 replies
   • 2.8k views
   • 
   • SMB
   • March 20, 2000

7. Late employer contribution

   By Guest Melissa Winslow, March 20, 2000
   • 2 replies
   • 1.9k views
   • 
   • IRC401
   • March 22, 2000

8. Severance pay eligible for deferral?

   By Guest Fred Reilly, March 20, 2000
   • 1 reply
   • 2.4k views
   • 
   • KJohnson
   • March 20, 2000

9. Can LLC be adopting employer of C Corp Plan?

   By Guest SSCARO, March 18, 2000
   • 1 reply
   • 1.5k views
   • 
   • Dowist
   • March 20, 2000

10. Co-mingling before-tax money with after-tax money in a conduit IRA.

    By Guest T Cahoon, March 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • IRC401
    • March 22, 2000

11. 1099-R and the hardship withdrawal

    By Guest mam, March 17, 2000
    • 2 replies
    • 8.7k views
    • 
    • Guest
    • March 17, 2000

12. Participant Loan

    By Guest Don J. Smith, March 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 17, 2000

13. Participant loan secured by real property and deemed distributions

    By KJohnson, March 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • March 20, 2000

14. OOOPS! Missed the March 15th deadline for return of excess deferral.

    By Guest mam, March 16, 2000
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • March 17, 2000

15. 401(k) safe harbor with integrated discretionary contribution

    By jkharvey, March 16, 2000
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 16, 2000

16. 415 violation correction and excise tax

    By SMB, March 16, 2000
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • March 17, 2000

17. Rollover or transfer from UK money purchase scheme

    By Guest JWBrown, March 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 16, 2000

18. Deferral Question

    By Guest Theresa, March 16, 2000
    • 6 replies
    • 2.3k views
    • 
    • Jon Chambers
    • March 21, 2000

19. Is Employee in the ADP test?

    By Lynn Campbell, March 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • March 17, 2000

20. Hardship distribution vs. in-service withdrawal.

    By Guest Theresa, March 16, 2000
    • 2 replies
    • 12.6k views
    • 
    • M R Bernardin
    • March 16, 2000

21. HCE Compensation from aquired company

    By Guest C Kampen, March 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2000

22. last day rule for match

    By k man, March 15, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • March 17, 2000

23. Beneficiary options

    By Guest Theresa, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 15, 2000

24. Employer contribution for surrender charges

    By Guest Daniel Fisher, March 14, 2000
    • 2 replies
    • 1.9k views
    • 
    • Alf
    • March 15, 2000

25. 25% of Pay Limit

    By David, March 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 15, 2000

26. Corporate trusteeship versus self-trusteeship? Ramifications of both?

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 21, 2000

27. Can a Money Purchase Pension Plan be restated as profit sharing 401(k)

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 2.2k views
    • 
    • MWeddell
    • March 15, 2000

28. Misplaced contributions

    By Guest jreddi, March 14, 2000
    • 6 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 19, 2000

29. Frozen Annuity Valuations

    By Guest AKeith, March 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2000

30. Eligibiility requirement of less than one year - hours requirement? (r

    By John A, March 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • March 16, 2000

31. Terminating K plan--lump sum distribution

    By JWK, March 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 17, 2000

32. Changing company match during plan year

    By MWeddell, March 13, 2000
    • 11 replies
    • 4.8k views
    • 
    • Jon Chambers
    • March 21, 2000

33. Real World, Real Problem, Real Ugly

    By imchipbrown, March 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2000

34. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 12, 2000

35. Required Notices for Benefit Distribution

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000

36. Correction or corrective distributions of excess aggregate contributio

    By John A, March 10, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 13, 2000

37. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • Alan Simpson
    • March 10, 2000

38. Can participants be charged a distribution fee upon leaving the plan?

    By k man, March 9, 2000
    • 18 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • March 16, 2000

39. Correction or corrective distribution when matching contribution not y

    By John A, March 9, 2000
    • 5 replies
    • 4k views
    • 
    • John A
    • March 10, 2000

40. When an employee passes an entry date while out on workmen's compensat

    By John A, March 9, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • March 9, 2000

41. SIMPLE IRA and 401(k) P/S Plans

    By Guest, March 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 9, 2000

42. Need actual example of a Defined contribution plan in a collective bar

    By Guest MBAStudent, March 9, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

43. Clarification of Sec. 3401(a) Wages

    By Guest Jimmy B, March 8, 2000
    • 1 reply
    • 4.3k views
    • 
    • John A
    • March 28, 2000

44. Application of Section 415 limits when employer is dissolved and new c

    By Guest, March 8, 2000
    • 3 replies
    • 2.2k views
    • 
    • KJohnson
    • March 9, 2000

45. Return of contributions

    By Guest ars, March 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2000

46. Coversion of SIMPLE 401K to Safe Harbor 401k

    By Guest fusiuser, March 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 8, 2000

47. Tips on surviving a 401(k) audit?

    By Guest Crystal, March 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

48. SAFEHARBOR ADOPTION SPONSOR MERGERS

    By Guest CFM, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000

49. 401(k) Profit Sharing Plan contribution

    By Guest Theresa, March 7, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • March 10, 2000

50. 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