401(k) Plans

19,337 topics in this forum

1. ADP Test and Statutory Exclusions

   By Guest Richard Scheer, April 7, 2000
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • April 10, 2000

2. Pre-1997 method for distributing excess contributions from a failed AD

   By Guest VPA, April 6, 2000
   • 1 reply
   • 1.3k views
   • 
   • MWeddell
   • April 10, 2000

3. Which year gets the deferrals when a payroll period is split between y

   By John A, March 31, 2000
   • 4 replies
   • 2.5k views
   • 
   • Earl
   • April 9, 2000

4. What should be done with a dividend that posts after complete asset tr

   By John A, April 5, 2000
   • 1 reply
   • 1.3k views
   • 
   • Earl
   • April 9, 2000

5. Reporting of excess contribution

   By Guest alcharles, April 7, 2000
   • 2 replies
   • 1.5k views
   • 
   • Earl
   • April 9, 2000

6. TOP HEAVY AND MANDATORY AGGREGATION

   By KJohnson, April 7, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • April 8, 2000

7. Investment Expense Reimbursible?

   By imchipbrown, April 4, 2000
   • 1 reply
   • 1.4k views
   • 
   • Jon Chambers
   • April 7, 2000

8. Different investment options for controlled group plan.

   By Guest, April 6, 2000
   • 2 replies
   • 1.5k views
   • 
   • Alan Simpson
   • April 7, 2000

9. Is a sign-on bonus plan compensation?

   By Guest youngt, April 6, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • April 6, 2000

10. Refund of excess contributions.

    By Guest, April 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • April 6, 2000

11. Sponsor Reimbursement of Investment Expenses

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

12. limitation year / non-calendar year plans

    By Guest, April 3, 2000
    • 1 reply
    • 6.4k views
    • 
    • John A
    • April 4, 2000

13. Are deferrals in excess of plan's limit counted in ADP testing?

    By John A, April 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 3, 2000

14. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • John A
    • April 1, 2000

15. Can a 401(k) plan be amended to change the requirements for hardship w

    By Guest Tara Curran, March 30, 2000
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • April 1, 2000

16. What are safe-harbor notice requirements for brand new plan (but not n

    By John A, March 31, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 31, 2000

17. What should be done with match associated with excess contributions wh

    By John A, March 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 30, 2000

18. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2000

19. Any one heard of an internet based 401(k) plan that any company can ad

    By Guest Mike Lanio, March 29, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

20. What are owners' options for starting a new plan after shutting down o

    By John A, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

21. Loan from a terminated 401(k) plan.

    By jkharvey, March 23, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 29, 2000

22. Late Deposits new DOL program

    By Guest CGBS, March 28, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 29, 2000

23. Clarification of Sec. 3401(a) Wages

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

24. Correct Matching Schedule

    By Guest JWBrown, March 22, 2000
    • 6 replies
    • 1.5k views
    • 
    • John A
    • March 27, 2000

25. Top Heaviness for small startups

    By richard, March 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • richard
    • March 27, 2000

26. Correction of 1099's and 1096

    By Richard Anderson, March 24, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 24, 2000

27. 402(g)Limits Small Distributions

    By Guest Frank Jackson, March 24, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 24, 2000

28. In-service withdrawal with a loan

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

29. Naming minor as primary beneficiary?

    By John A, March 22, 2000
    • 2 replies
    • 2.3k views
    • 
    • KIP KRAUS
    • March 23, 2000

30. Top-paid Group

    By Guest CHRISTA, March 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2000

31. Privately held company stock as a match?

    By Guest Kendall, March 21, 2000
    • 5 replies
    • 3.4k views
    • 
    • k man
    • March 22, 2000

32. 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

33. Late employer contribution

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

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

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

35. Changing company match during plan year

    By MWeddell, March 13, 2000
    • 11 replies
    • 4.9k views
    • 
    • Jon Chambers
    • March 21, 2000

36. Deferral Question

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

37. Recharacterization of Excess Contributions as missed matching contribu

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

38. 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

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

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

40. Participant loan secured by real property and deemed distributions

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

41. 415 Excess Suspense Account

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

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

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

43. Severance pay eligible for deferral?

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

44. Misplaced contributions

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

45. 1099-R and the hardship withdrawal

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

46. Terminating K plan--lump sum distribution

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

47. Participant Loan

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

48. last day rule for match

    By k man, March 15, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • March 17, 2000

49. 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

50. 415 violation correction and excise tax

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