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401(k) Plans

19,317 topics in this forum

  1. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf,
    • 2 replies
    • 1.5k views

  2. Any restrictions on business owner obtaining loans from his or her bus

    By Guest msearle,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  3. May a 401(k) plan validly exclude part-time employees?

    By Guest wwest,
    • 21 replies
    • 14.7k views
    • Guest
    • Guest

  4. What is best way to merge an existing money purchase plan into an exis

    By John A,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  5. 401k plan uses a standardized prototype sponsored by small TPA - requi

    By Guest billy bong,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  6. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H,
    • 7 replies
    • 5.3k views

  7. Modifying Prototype Adoption Agreements ... Can you?

    By Guest billy bong,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  8. Can someone tell me the proper method of accomplishing a transfer of 4

    By Guest JBDixon,
    • 2 replies
    • 1.4k views

  9. Prohibited transaction if the plan's broker marries the client company

    By Guest Phil L,
    • 6 replies
    • 2k views

  10. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1,
    • 5 replies
    • 1.6k views

  11. discriminatory definion of compensation

    By Guest C Kampen,
    • 1 reply
    • 1.8k views

  12. Participant has 20% of account withheld by plan and remainder paid in

    By Guest Linda Kirby,
    • 12 replies
    • 1.7k views
    • Guest
    • Guest

  13. "Returning" a 401(k) Contribution

    By Guest SPollock,
    • 1 reply
    • 1.5k views

  14. Another Short Plan Year Question

    By Hoard1,
    • 2 replies
    • 1.4k views

  15. What kind of testing/reporting is required for a controlled group?

    By Guest Sara H,
    • 1 reply
    • 1.3k views

  16. Eligible Comp for safe harbor 401(k)/Money Purchase Plan combination

    By Guest Effie Clark,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  17. How to report hardship distributions on Form 1099-R after 12/31/99?

    By Guest ralar,
    • 2 replies
    • 2.6k views

  18. Simple 401(k) plans and employer stock

    By Guest KMcQ,
    • 1 reply
    • 1.5k views

  19. Estimated Indexed Limits for 2000?

    By Guest,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  20. Top-Heavy Calculation

    By Guest johnarmknecht,
    • 3 replies
    • 2.1k views

  21. If an employer with a 401(k) plan with a discretionary match decides t

    By Guest Phil L,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  22. hardships not eligible for rollover

    By Guest sbavely,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  23. What is deadline for making a QNEC?

    By Guest Theresa,
    • 1 reply
    • 2.9k views

  24. How do you correct an excess annual addition when the participant has

    By Guest friedbrain,
    • 1 reply
    • 1.7k views

  25. Stock Options in a 401K

    By Guest chant44,
    • 1 reply
    • 1.4k views

  26. Plan sponsor wants to make several non-required amendments for 1999. I

    By Guest m thom,
    • 2 replies
    • 1.4k views

  27. QNECs and 401(a)(4)

    By KJohnson,
    • 3 replies
    • 2.7k views

  28. DB to DC Conversions

    By jlf,
    • 0 replies
    • 1.4k views
    • jlf
    • jlf

  29. Is the 1000 hours participation rule only an IRC requirement, or is it

    By Guest maria jose,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  30. Help - Misguided CPA!

    By Guest PLHart,
    • 8 replies
    • 1.9k views

  31. Another Short Year Safe Harbor Questions

    By thepensionmaven,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  32. An employer gave a safe-harbor notice in August 1999 with a 10/01/99 s

    By Guest,
    • 7 replies
    • 1.5k views

  33. 3% Elective Safe Harbor Contribution satisfies the Top Heavy minimum r

    By Guest,
    • 1 reply
    • 1.3k views

  34. Gap Earnings on Corrective ADP excess

    By Guest Juice,
    • 2 replies
    • 2.5k views

  35. Annual additions--1 ee & 2 ers

    By Guest m thom,
    • 1 reply
    • 1.6k views

  36. Domestic/Foreign Trust

    By Guest,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  37. Line 27d Form 5500 transaction in excess of 5% - for 401(k) plans, sho

    By Guest Frank Jackson,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  38. controll group/affiliated service group

    By Guest ars,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  39. HCE Determination in short plan year

    By Guest MPITTS,
    • 3 replies
    • 2.1k views

  40. New top-heavy 401(k) plan implemented 7/1/98 - must minimum top heavy

    By Guest ANNEBV,
    • 1 reply
    • 1.4k views

  41. Plan Year Different from Company Fiscal Year

    By LCARUSI,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  42. Adding New Investment Options; Eliminating others

    By Guest Kennedy,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  43. 401(k) deposited > 15 days after month end; Q 27e & 27f on Form

    By Guest Kelly R,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  44. Can a utility service sponsor a 401(k) plan or does it have to be a 40

    By Guest WHill,
    • 1 reply
    • 1.3k views

  45. Safe Harbor 401(k) ADP/ACP Question

    By John A,
    • 5 replies
    • 1.8k views

  46. Company Stock inside a 401(k)

    By Guest boetgerinc,
    • 1 reply
    • 1.6k views

  47. Matching contribution with employer stock

    By Guest Jay Walters,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  48. Is it clear that compensation under 404 includes compensation for the

    By John A,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  49. 410(b) minimum coverage failure - how to retroactively amend if the pl

    By Guest Phil L,
    • 3 replies
    • 3.9k views
    • Guest
    • Guest

  50. If an employer makes the 3% QNEC under a safe harbor plan, I understan

    By Guest,
    • 2 replies
    • 1.8k views
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