401(k) Plans

19,275 topics in this forum

1. Clarification of Sec. 3401(a) Wages

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

2. 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

3. Return of contributions

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

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

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

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

   By Guest Crystal, March 8, 2000
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 9, 2000

6. SAFEHARBOR ADOPTION SPONSOR MERGERS

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

7. 401(k) Profit Sharing Plan contribution

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

8. 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

9. What to do with a 401k $ after you change jobs?

   By Dave Baker, March 7, 2000
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • March 8, 2000

10. More IRC 404 deductibility questions

    By Guest JL, March 7, 2000
    • 2 replies
    • 1.9k views
    • 
    • davef
    • March 8, 2000

11. Overfunding Safe Harbor Contribution can use classify as "mistake

    By Guest Kelly Musico, March 7, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 7, 2000

12. 401(k) vs. 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 7, 2000

13. Prior year testing for the '99 year.

    By pbarrett, March 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • March 6, 2000

14. Definition of HCE when plan sponsor acquires an existing business.

    By Guest, March 6, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 6, 2000

15. Does anyone know what discrimination testing is required for TSA plans

    By Guest Juracek, March 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 7, 2000

16. Fiduciary Liability for Third-Party Advice On Post-Retirement Planning

    By Guest RAR, March 5, 2000
    • 1 reply
    • 1.2k views
    • 
    • Jon Chambers
    • March 10, 2000

17. Top-Heavy "Compensation"

    By Guest EMC, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 3, 2000

18. Amending to Provide a Safe Harbor Match

    By davef, March 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • davef
    • March 3, 2000

19. Correcting 1099's

    By Richard Anderson, March 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • March 3, 2000

20. Anything new and what has been your practice regarding deferrals and m

    By John A, March 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • March 2, 2000

21. Insurance in 401(K) Plans

    By mming, March 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • mming
    • March 2, 2000

22. Testing after sale?

    By John A, March 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 2, 2000

23. Did definition of earned income change recently?

    By Spencer, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 1, 2000

24. Confusion on ADP refunds

    By bzorc, March 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • Spencer
    • March 1, 2000

25. Amending Plan for Early Eligibility

    By Guest ewmc, March 1, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 1, 2000

26. PS Forfeitures - Annual Limits

    By AndyT, March 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • BTH
    • March 1, 2000

27. Bank Trustee

    By Jon Chambers, March 1, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2000

28. Late contribution of deferrals

    By Alan Simpson, February 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Alan Simpson
    • February 29, 2000

29. Deductibility limit under Section 404

    By Guest Joe Vasko, February 29, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2000

30. Who is responsible for top-heavy testing?

    By Guest WDH, February 29, 2000
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2000

31. Compensation to use in ADP test

    By jkharvey, February 29, 2000
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • March 2, 2000

32. Top-Heavy compensation when a union employee changes to non-union stat

    By John A, February 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • February 29, 2000

33. Allocation of small forfeiture amounts

    By Guest Frank Jackson, February 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

34. New statutory exclusion regulations for ADP/ACP testing

    By Guest VPA, February 28, 2000
    • 4 replies
    • 3.1k views
    • 
    • MWeddell
    • March 1, 2000

35. Early Entry Deferrals/1 yr wait for match

    By Guest Effie Clark, February 28, 2000
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • March 16, 2017

36. Payout of participants with balance <$5,000

    By Guest wallacea, February 28, 2000
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • July 23, 2009

37. Can a partner have a separation from service?

    By Dowist, February 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Dowist
    • March 4, 2000

38. ADP & ACP testing excluding under 1 year of service and under age

    By Guest AngelQ, February 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 28, 2000

39. May a participant in a 401(k) purchase covered calls?

    By Guest Edward McElroy, February 26, 2000
    • 3 replies
    • 1.7k views
    • 
    • IRC401
    • March 1, 2000

40. Forfeiting related match when the ADP test fails

    By Guest 401kBurm, February 26, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2000

41. Top Heavy / "Early" Participation in 401(k) Feature

    By Guest EMC, February 25, 2000
    • 3 replies
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

42. Loan Repayment

    By Guest Walter Patricio, February 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2000

43. Statistics on Negative Enrollments

    By LCARUSI, February 25, 2000
    • 2 replies
    • 1.3k views
    • 
    • Jon Chambers
    • February 29, 2000

44. Using Different Comp numbers for Deferral and Match

    By MWeddell, February 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • February 25, 2000

45. Top Heavy Agrgregation

    By KJohnson, February 25, 2000
    • 12 replies
    • 2.4k views
    • 
    • Guest
    • May 10, 2001

46. Procedure for elective deferrals for leased employees?

    By John A, February 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • John A
    • February 25, 2000

47. Quantech 4.3 testing issues - unconfirmed transactions

    By rcline46, February 25, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 29, 2000

48. ROI on increasing 401(k)participation

    By Guest weslie kary, February 25, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2000

49. Top Heavy Aggregation

    By KJohnson, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • John A
    • March 2, 2000

50. Top-heavy, early eligibility

    By Guest John Nelson, February 24, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2000