401(k) Plans

19,295 topics in this forum

1. Short Plan Year-ADP/ACP Testing

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

2. 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

3. Assumed 3% deferrals

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

4. Exception to the "same desk" rule?

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

5. PEOs

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

6. 5500 never filed.

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

7. Employer ability to change discretionary match

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

8. Match Forf in ACP test?

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

9. IRS Notice 2000-11

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

10. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • February 12, 2000

11. Failure to Timely Remit Salary Deferrals to Plan

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

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

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

13. 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

14. 401-K LOANS

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

15. 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

16. 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

17. EINs and 1099s

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

18. 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

19. Paricipant loan for a deceased participant

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

20. 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

21. Disability payments as plan income?

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

22. Form 5500 for 2000

    By Brenda Wren, January 21, 2000
    • 8 replies
    • 2k views
    • 
    • imchipbrown
    • February 8, 2000

23. 1999 1099-R: Loans

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

24. Plans merging...

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

25. Designed-based coverage

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

26. Amount of Match Reduced By Profit Sharing Contribution?

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

27. Elect out of 401(k)plan

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

28. How to report excess contributions to IRS

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

29. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2000

30. 401k Communication

    By Guest jfgc, February 3, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 5, 2000

31. Daily Valuation-What is it?

    By Guest TORTORA, November 13, 1998
    • 4 replies
    • 5.9k views
    • 
    • Guest
    • February 4, 2000

32. HCE issues - when is HCFE important? Does an HCE become an NHCE in so

    By Guest Lucie, February 4, 2000
    • 3 replies
    • 2k views
    • 
    • John A
    • February 4, 2000

33. Accepting 403 b money into a 401 k plan

    By Guest Pully, February 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 3, 2000

34. safe harbor 3% contribution

    By Guest DavidB, January 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Cathy from Chicago
    • February 3, 2000

35. Single brokerage account for MPPP and 401(k) plan?

    By Jon Chambers, February 2, 2000
    • 2 replies
    • 2k views
    • 
    • Spencer
    • February 2, 2000

36. Small Employer Plan Statistics

    By Guest TrustMe401k, February 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • Greg Judd
    • February 2, 2000

37. During blackout period for trustee/recordkeeper conversion, what shoul

    By EGB, January 17, 2000
    • 12 replies
    • 9k views
    • 
    • Guest
    • February 2, 2000

38. changing funds

    By Guest alex, January 22, 2000
    • 6 replies
    • 1.4k views
    • 
    • GBurns
    • February 2, 2000

39. Otherwise Excludible Employees Plan Entry Dates

    By Guest MFuentes, February 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2000

40. 401(k)/PS Product ideas for 15-30 ee's??

    By Guest Penny, January 21, 2000
    • 9 replies
    • 1.6k views
    • 
    • Jon Chambers
    • February 2, 2000

41. Top Paid Group Election

    By Guest, February 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2000

42. 401(k) payroll deductions and employer match

    By Guest Leo, December 2, 1999
    • 6 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • February 1, 2000

43. 1999 5500 Forms

    By Guest jfgc, January 29, 2000
    • 4 replies
    • 1.5k views
    • 
    • BeckyMiller
    • January 31, 2000

44. Remedial amendment period/Rev. Proc. 2000-20

    By Scuba 401, January 31, 2000
    • 0 replies
    • 1.5k views
    • 
    • Scuba 401
    • January 31, 2000

45. Forfeitures of terminated plan.

    By Guest HD, January 28, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 29, 2000

46. Electronic payment of withheld taxes

    By Guest, January 25, 2000
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • January 29, 2000

47. Can deferrals be accepted by a plan after participant terminates emplo

    By Alonzo, January 27, 2000
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • January 28, 2000

48. 411(d)(6) - change of timing of a distribution

    By EGB, January 24, 2000
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • January 28, 2000

49. Forfeiture of Related Matching Contribution for NHCE??

    By rocknrolls2, January 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 27, 2000

50. How to check with IRS if 5500-EZ was filed

    By Guest GG, January 26, 2000
    • 2 replies
    • 1.8k views
    • 
    • Fredman
    • January 26, 2000