401(k) Plans

19,400 topics in this forum

1. Correcting Accounting / Investment Errors

   By Guest RV, May 26, 1999
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • March 3, 2000

2. Top-Heavy "Compensation"

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

3. Amending to Provide a Safe Harbor Match

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

4. Correcting 1099's

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

5. 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

6. Insurance in 401(K) Plans

   By mming, March 2, 2000
   • 0 replies
   • 1.5k views
   • 
   • mming
   • March 2, 2000

7. Testing after sale?

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

8. Compensation to use in ADP test

   By jkharvey, February 29, 2000
   • 5 replies
   • 4.1k views
   • 
   • Guest
   • March 2, 2000

9. Deductibility limit under Section 404

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

10. Top Heavy Aggregation

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

11. Bank Trustee

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

12. Forfeiting related match when the ADP test fails

    By Guest 401kBurm, February 26, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 2000

13. Loan Repayment

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

14. Did definition of earned income change recently?

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

15. Confusion on ADP refunds

    By bzorc, March 1, 2000
    • 1 reply
    • 2k views
    • 
    • Spencer
    • March 1, 2000

16. Who is responsible for top-heavy testing?

    By Guest WDH, February 29, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2000

17. Amending Plan for Early Eligibility

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

18. PS Forfeitures - Annual Limits

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

19. New statutory exclusion regulations for ADP/ACP testing

    By Guest VPA, February 28, 2000
    • 4 replies
    • 3.2k views
    • 
    • MWeddell
    • March 1, 2000

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

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

21. Allocation of small forfeiture amounts

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

22. 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

23. Statistics on Negative Enrollments

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

24. Late contribution of deferrals

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

25. Quantech 4.3 testing issues - unconfirmed transactions

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

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

    By John A, February 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • February 29, 2000

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

    By Guest AngelQ, February 26, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 28, 2000

28. Using Different Comp numbers for Deferral and Match

    By MWeddell, February 25, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alf
    • February 25, 2000

29. Procedure for elective deferrals for leased employees?

    By John A, February 25, 2000
    • 0 replies
    • 1.7k views
    • 
    • John A
    • February 25, 2000

30. ROI on increasing 401(k)participation

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

31. Does your company charge participants an administrative fee for loans?

    By Guest Tammie Palchanes, February 22, 2000
    • 4 replies
    • 2.9k views
    • 
    • rcline46
    • February 25, 2000

32. Top-heavy, early eligibility

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

33. Rollover assets and new plan rules

    By Alf, February 24, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2000

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

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

35. 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

36. HCE Exclusion in 401(k) Plan

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

37. 401(k) Plans - Compensation and Limits

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

38. Multiple Use Testing

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

39. Eligible employee mistakenly excluded from making contrbutions.

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

40. ADP/ACP test question

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

41. 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

42. Employer Matching Contributions Used as Top Heavy Minimums

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

43. 401(k) Plan/SARSEP Testing

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

44. Reimbursement of plan expenses

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

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

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • February 21, 2000

46. Can an employer change discretionary match?

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

47. Amend plan to delay payment to terminee

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

48. Deduction for contributions (Sec. 404)

    By Guest Melissa Winslow, February 16, 2000
    • 2 replies
    • 2.6k views
    • 
    • AndyH
    • February 18, 2000

49. Joint and Survivor/Spousal Consent

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

50. SAR

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