401(k) Plans

19,275 topics in this forum

1. RMD calendar year date? Is it date processed or check date to comply?

   By Guest Matt Young, January 5, 1999
   • 1 reply
   • 1.9k views
   • 
   • LCARUSI
   • January 6, 1999

2. Plan Termination In Anticipation of Merger

   By Guest djsimonetti, January 5, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 5, 1999

3. Participation Levels

   By Guest JSinbad, January 3, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 4, 1999

4. Failed to follow participant direction

   By Guest ERead, December 31, 1998
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 31, 1998

5. PROFIT SHARING CONTRIBUTION NOT MADE FOR OWNERS IN PRIOR YEAR

   By Guest PAM, December 30, 1998
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • December 31, 1998

6. Compensation for self employed for ADP/ACP testing

   By Guest rwright, December 30, 1998
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 30, 1998

7. Exclusion of Collectively Bargained

   By Guest boetgerinc, December 30, 1998
   • 6 replies
   • 3k views
   • 
   • Mike Preston
   • December 4, 2009

8. 1998/1999 Deferred Compensation Limit

   By Guest Barney Byrd, December 30, 1998
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 30, 1998

9. P/S Deductability

   By Guest Thornton, December 30, 1998
   • 14 replies
   • 2.2k views
   • 
   • Guest
   • January 4, 1999

10. Nonelective Safe Harbor

    By Guest djsimonetti, December 29, 1998
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

11. ADP Test for first plan year

    By Guest Sara H, December 29, 1998
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 29, 1998

12. Minimus Bal. EE Doesn't have to process RMD

    By MWeddell, December 29, 1998
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • December 29, 1998

13. State of Denial

    By Guest GW, December 29, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 1998

14. Prefunding ER Match Contributions

    By Guest gself, December 29, 1998
    • 10 replies
    • 3k views
    • 
    • Guest
    • December 31, 1998

15. Aggregating RMD's between different plan types

    By Guest Steve Nolan, December 28, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 1998

16. 410(b) testing with a quarterly last day requirement

    By Guest ticket, December 28, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 1998

17. Change in Vesting Schedule.

    By Guest Thornton, December 26, 1998
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • December 27, 1998

18. Participation

    By Guest JSinbad, December 24, 1998
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • December 24, 1998

19. How long is too long?

    By Guest KaroliHayes, December 22, 1998
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

20. Mandatory State Tax Withholding on distributions

    By Guest christy, December 21, 1998
    • 3 replies
    • 13k views
    • 
    • Guest
    • December 22, 1998

21. investing 401k deferrals in in house funds

    By Guest billy bong, December 21, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 1999

22. top heavy contributions

    By Guest Christine, December 19, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 1998

23. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 31, 1998

24. Profit Sharing Cont. w/ an integrated plan

    By Guest Sara H, December 17, 1998
    • 1 reply
    • 2k views
    • 
    • Chester
    • December 17, 1998

25. Exclusion from ADP for Minimum Age and Service

    By Guest kp, December 17, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 17, 1998

26. Safe Harbor Plan with no contrib for NHCEs OK?

    By Lynn Campbell, December 17, 1998
    • 2 replies
    • 1.5k views
    • 
    • kocak
    • December 18, 1998

27. ineligible contributions

    By Guest lidmann, December 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • December 17, 1998

28. Safe Harbor Notice

    By Guest Rob, December 17, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 17, 1998

29. Years of Service

    By Guest Sara H, December 17, 1998
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • December 17, 1998

30. "Shifting" %'s in ADP/ACP Test

    By Guest LOhmer, December 16, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 25, 1999

31. Contribution Limitations

    By Guest hkraft, December 16, 1998
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • December 17, 1998

32. HCEs Deferral Elections

    By Guest Jodie Dailey, December 16, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 17, 1998

33. Last Day Clause

    By Guest Sara H, December 16, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 17, 1998

34. 410b test for <500 hour non term ee

    By Guest billy bong, December 16, 1998
    • 7 replies
    • 4.8k views
    • 
    • Guest
    • December 21, 1998

35. 415 comp used for TH Min

    By Guest billy bong, December 16, 1998
    • 2 replies
    • 1.4k views
    • 
    • LCARUSI
    • December 23, 1998

36. 401(k) Fees

    By Guest JSinbad, December 15, 1998
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • March 4, 1999

37. Statistics on ADP Testing and Compliance

    By Guest kp, December 15, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 15, 1998

38. Merge two companies into one

    By Guest HD WILLIAMS, December 15, 1998
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • December 16, 1998

39. 404(c); Plan Audits

    By Guest ANNEBV, December 15, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 18, 1998

40. Employee Education

    By Guest LexPlannner, December 14, 1998
    • 6 replies
    • 1.7k views
    • 
    • Jon Chambers
    • December 31, 1998

41. MATCH FOR PARTNERS IN 401(K)

    By Ervin Barham, December 11, 1998
    • 2 replies
    • 1.9k views
    • 
    • Chester
    • December 11, 1998

42. ACP & MULTIPLE USE CORRECTION

    By Guest PWBAer, December 11, 1998
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • December 14, 1998

43. APRSC

    By Guest JB2, December 10, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

44. top heavy with ee deferral

    By Guest pensiondoc, December 10, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • December 10, 1998

45. ADP Excess For Deceased Participant

    By Guest Beavis, December 9, 1998
    • 3 replies
    • 3.2k views
    • 
    • LCARUSI
    • December 14, 1998

46. safe harbor quandary

    By Guest art, December 9, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1998

47. 401k rollover of retiree

    By Guest FGordon, December 8, 1998
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • December 9, 1998

48. 401(K) and ROTH IRA

    By Guest crads4s, December 8, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

49. Maintaining cost basis

    By Guest boetgerinc, December 8, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 8, 1998

50. Loan to S-Corp shareholder

    By Guest Larry J, December 7, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 8, 1998