401(k) Plans

19,317 topics in this forum

1. Excluding certain HCE's from 3% safe harbor contribution

   By Richard Anderson, February 23, 2000
   • 4 replies
   • 3.4k views
   • 
   • AndyH
   • February 24, 2000

2. Not getting the full benefit of a match - true-up provisions

   By Guest Hardy Eubanks, February 23, 2000
   • 4 replies
   • 1.8k views
   • 
   • MWeddell
   • February 24, 2000

3. HCE Exclusion in 401(k) Plan

   By Hoard1, February 23, 2000
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • February 24, 2000

4. 401(k) Plans - Compensation and Limits

   By Guest T Cahoon, February 23, 2000
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • February 24, 2000

5. Multiple Use Testing

   By Guest TrustMe401k, February 23, 2000
   • 1 reply
   • 1.4k views
   • 
   • M R Bernardin
   • February 23, 2000

6. Eligible employee mistakenly excluded from making contrbutions.

   By Guest ars, February 18, 2000
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • February 23, 2000

7. ADP/ACP test question

   By Guest Theresa, February 16, 2000
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • February 22, 2000

8. Is it permissible to net matching contributions for 415 limits?

   By John A, February 22, 2000
   • 0 replies
   • 1.4k views
   • 
   • John A
   • February 22, 2000

9. Employer Matching Contributions Used as Top Heavy Minimums

   By Guest Larry McNamara, February 9, 2000
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • February 22, 2000

10. 401(k) Plan/SARSEP Testing

    By Guest Jean Blackwood, February 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 22, 2000

11. Reimbursement of plan expenses

    By Guest cascigm, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

12. Different rates of match conditioned upon where participant directs hi

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 21, 2000

13. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

14. Amend plan to delay payment to terminee

    By Jed Macy, February 12, 2000
    • 4 replies
    • 1.8k views
    • 
    • IRC401
    • February 19, 2000

15. Deduction for contributions (Sec. 404)

    By Guest Melissa Winslow, February 16, 2000
    • 2 replies
    • 2.5k views
    • 
    • AndyH
    • February 18, 2000

16. Joint and Survivor/Spousal Consent

    By Guest Lucie, February 18, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2000

17. SAR

    By Guest Juracek, February 9, 2000
    • 12 replies
    • 2.3k views
    • 
    • imchipbrown
    • February 18, 2000

18. Contributions 2 employers 401k plans and Keogh

    By Guest Christine Walker, February 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • imchipbrown
    • February 18, 2000

19. Incorrect Match Refund Timing

    By Guest DennisT, February 17, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

20. Stock Distribution and Beneficiary Basis from 401k plan.

    By Guest fusiuser, February 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 17, 2000

21. Plain language prospectuses for 401(k)investments

    By Guest Anne V, February 8, 2000
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • February 17, 2000

22. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
    • 0 replies
    • 1.6k views
    • 
    • Jean
    • February 17, 2000

23. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 16, 2000

24. How do we determine HCE's in a spinnoff company?

    By Guest Rob Walter, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

25. Assumed 3% deferrals

    By Guest CGBS, February 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 16, 2000

26. Exception to the "same desk" rule?

    By Guest, February 13, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 16, 2000

27. PEOs

    By Guest ANNEBV, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

28. 5500 never filed.

    By Guest Melissa Winslow, February 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2000

29. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2000

30. Match Forf in ACP test?

    By Guest Copper, February 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

31. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

32. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • February 12, 2000

33. Failure to Timely Remit Salary Deferrals to Plan

    By Guest Sheila S, February 9, 2000
    • 6 replies
    • 2.5k views
    • 
    • imchipbrown
    • February 11, 2000

34. Whether the "substantially level" repayment requirement in I

    By Scuba 401, February 10, 2000
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • February 11, 2000

35. Emloyed by two employers and two different plans in one year.

    By Guest asset management, February 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • February 11, 2000

36. 401-K LOANS

    By Guest CRAFTY, January 22, 2000
    • 4 replies
    • 1.7k views
    • 
    • Jon Chambers
    • February 11, 2000

37. Can restructuring for eligibility be done for ACP testing purposes or

    By John A, February 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • February 10, 2000

38. 3-part organization with a 401(k) is no longer part of a controlled gr

    By Guest ars, February 7, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 10, 2000

39. EINs and 1099s

    By KJohnson, December 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • February 9, 2000

40. Top-paid group election and HCFE - is the following correct:

    By John A, February 4, 2000
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • February 9, 2000

41. Paricipant loan for a deceased participant

    By Guest BrianF, February 8, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 9, 2000

42. Prohibited Transactions within a 401(k) Plan

    By Guest Jeramy P. Lembeck, January 30, 2000
    • 8 replies
    • 2.3k views
    • 
    • Scuba 401
    • February 8, 2000

43. Disability payments as plan income?

    By Guest Kent Hieronymus, February 8, 2000
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • February 8, 2000

44. Form 5500 for 2000

    By Brenda Wren, January 21, 2000
    • 8 replies
    • 2.1k views
    • 
    • imchipbrown
    • February 8, 2000

45. 1999 1099-R: Loans

    By Guest Melissa Winslow, February 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 7, 2000

46. Plans merging...

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • February 7, 2000

47. Designed-based coverage

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 7, 2000

48. Amount of Match Reduced By Profit Sharing Contribution?

    By KJohnson, February 2, 2000
    • 8 replies
    • 1.7k views
    • 
    • MWeddell
    • February 7, 2000

49. Elect out of 401(k)plan

    By Guest mbaker, February 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • February 7, 2000

50. How to report excess contributions to IRS

    By Guest MFuentes, February 5, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2000