401(k) Plans

19,532 topics in this forum

1. New statutory exclusion regulations for ADP/ACP testing

   By Guest VPA, February 28, 2000
   • 4 replies
   • 3.5k views
   • 
   • MWeddell
   • March 1, 2000

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

   By Guest EMC, February 25, 2000
   • 3 replies
   • 2.1k views
   • 
   • IRC401
   • March 1, 2000

3. Allocation of small forfeiture amounts

   By Guest Frank Jackson, February 28, 2000
   • 1 reply
   • 2k views
   • 
   • IRC401
   • March 1, 2000

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

   By Guest Edward McElroy, February 26, 2000
   • 3 replies
   • 1.9k views
   • 
   • IRC401
   • March 1, 2000

5. Statistics on Negative Enrollments

   By LCARUSI, February 25, 2000
   • 2 replies
   • 1.6k views
   • 
   • Jon Chambers
   • February 29, 2000

6. Late contribution of deferrals

   By Alan Simpson, February 29, 2000
   • 0 replies
   • 1.6k views
   • 
   • Alan Simpson
   • February 29, 2000

7. Quantech 4.3 testing issues - unconfirmed transactions

   By rcline46, February 25, 2000
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • February 29, 2000

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

   By John A, February 28, 2000
   • 1 reply
   • 2.1k views
   • 
   • rcline46
   • February 29, 2000

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

   By Guest AngelQ, February 26, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • February 28, 2000

10. Using Different Comp numbers for Deferral and Match

    By MWeddell, February 25, 2000
    • 2 replies
    • 1.8k views
    • 
    • Alf
    • February 25, 2000

11. Procedure for elective deferrals for leased employees?

    By John A, February 25, 2000
    • 0 replies
    • 2k views
    • 
    • John A
    • February 25, 2000

12. ROI on increasing 401(k)participation

    By Guest weslie kary, February 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2000

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

    By Guest Tammie Palchanes, February 22, 2000
    • 4 replies
    • 3.7k views
    • 
    • rcline46
    • February 25, 2000

14. Top-heavy, early eligibility

    By Guest John Nelson, February 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 24, 2000

15. Rollover assets and new plan rules

    By Alf, February 24, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2000

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

    By Richard Anderson, February 23, 2000
    • 4 replies
    • 3.6k views
    • 
    • AndyH
    • February 24, 2000

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

    By Guest Hardy Eubanks, February 23, 2000
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • February 24, 2000

18. HCE Exclusion in 401(k) Plan

    By Hoard1, February 23, 2000
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • February 24, 2000

19. 401(k) Plans - Compensation and Limits

    By Guest T Cahoon, February 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 24, 2000

20. Multiple Use Testing

    By Guest TrustMe401k, February 23, 2000
    • 1 reply
    • 1.7k views
    • 
    • M R Bernardin
    • February 23, 2000

21. Eligible employee mistakenly excluded from making contrbutions.

    By Guest ars, February 18, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 23, 2000

22. ADP/ACP test question

    By Guest Theresa, February 16, 2000
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2000

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

    By John A, February 22, 2000
    • 0 replies
    • 1.6k views
    • 
    • John A
    • February 22, 2000

24. Employer Matching Contributions Used as Top Heavy Minimums

    By Guest Larry McNamara, February 9, 2000
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • February 22, 2000

25. 401(k) Plan/SARSEP Testing

    By Guest Jean Blackwood, February 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 22, 2000

26. Reimbursement of plan expenses

    By Guest cascigm, February 21, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2000

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

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • February 21, 2000

28. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2000

29. Amend plan to delay payment to terminee

    By Jed Macy, February 12, 2000
    • 4 replies
    • 2.1k views
    • 
    • IRC401
    • February 19, 2000

30. Deduction for contributions (Sec. 404)

    By Guest Melissa Winslow, February 16, 2000
    • 2 replies
    • 3k views
    • 
    • AndyH
    • February 18, 2000

31. Joint and Survivor/Spousal Consent

    By Guest Lucie, February 18, 2000
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 18, 2000

32. SAR

    By Guest Juracek, February 9, 2000
    • 12 replies
    • 2.7k views
    • 
    • imchipbrown
    • February 18, 2000

33. Contributions 2 employers 401k plans and Keogh

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

34. Incorrect Match Refund Timing

    By Guest DennisT, February 17, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 18, 2000

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

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

36. Plain language prospectuses for 401(k)investments

    By Guest Anne V, February 8, 2000
    • 4 replies
    • 1.7k views
    • 
    • MWeddell
    • February 17, 2000

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

    By Jean, February 17, 2000
    • 0 replies
    • 1.8k views
    • 
    • Jean
    • February 17, 2000

38. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 2.1k views
    • 
    • Alf
    • February 16, 2000

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

    By Guest Rob Walter, February 15, 2000
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • February 16, 2000

40. Assumed 3% deferrals

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

41. Exception to the "same desk" rule?

    By Guest, February 13, 2000
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 16, 2000

42. PEOs

    By Guest ANNEBV, February 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 16, 2000

43. 5500 never filed.

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

44. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2000

45. Match Forf in ACP test?

    By Guest Copper, February 11, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 12, 2000

46. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2000

47. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • February 12, 2000

48. Failure to Timely Remit Salary Deferrals to Plan

    By Guest Sheila S, February 9, 2000
    • 6 replies
    • 2.9k views
    • 
    • imchipbrown
    • February 11, 2000

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

    By Scuba 401, February 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • GBurns
    • February 11, 2000

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

    By Guest asset management, February 11, 2000
    • 1 reply
    • 2k views
    • 
    • imchipbrown
    • February 11, 2000