401(k) Plans

19,450 topics in this forum

1. Employee Education

   By Guest LexPlannner, December 14, 1998
   • 6 replies
   • 1.8k views
   • 
   • Jon Chambers
   • December 31, 1998

2. 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

3. 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

4. Prefunding ER Match Contributions

   By Guest gself, December 29, 1998
   • 10 replies
   • 3.1k views
   • 
   • Guest
   • December 31, 1998

5. 1998/1999 Deferred Compensation Limit

   By Guest Barney Byrd, December 30, 1998
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • December 30, 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. State of Denial

   By Guest GW, December 29, 1998
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • December 30, 1998

8. Is SIMPLE IRA successor to term'd 401(k)

   By Kathy, December 4, 1998
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • December 29, 1998

9. ADP Test for first plan year

   By Guest Sara H, December 29, 1998
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • December 29, 1998

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

    By MWeddell, December 29, 1998
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • December 29, 1998

11. Aggregating RMD's between different plan types

    By Guest Steve Nolan, December 28, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 28, 1998

12. 410(b) testing with a quarterly last day requirement

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

13. Change in Vesting Schedule.

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

14. Participation

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

15. 415 comp used for TH Min

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

16. top heavy contributions

    By Guest Christine, December 19, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 22, 1998

17. Mandatory State Tax Withholding on distributions

    By Guest christy, December 21, 1998
    • 3 replies
    • 13.4k views
    • 
    • Guest
    • December 22, 1998

18. 410b test for <500 hour non term ee

    By Guest billy bong, December 16, 1998
    • 7 replies
    • 5k views
    • 
    • Guest
    • December 21, 1998

19. 404(c); Plan Audits

    By Guest ANNEBV, December 15, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 1998

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

    By Lynn Campbell, December 17, 1998
    • 2 replies
    • 1.6k views
    • 
    • kocak
    • December 18, 1998

21. Profit Sharing Cont. w/ an integrated plan

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

22. HCEs Deferral Elections

    By Guest Jodie Dailey, December 16, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 17, 1998

23. ineligible contributions

    By Guest lidmann, December 17, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • December 17, 1998

24. Exclusion from ADP for Minimum Age and Service

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

25. Years of Service

    By Guest Sara H, December 17, 1998
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • December 17, 1998

26. Safe Harbor Notice

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

27. Last Day Clause

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

28. Contribution Limitations

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

29. 401K Plan Termination

    By Guest dmorgan, December 4, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 16, 1998

30. Merge two companies into one

    By Guest HD WILLIAMS, December 15, 1998
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • December 16, 1998

31. Statistics on ADP Testing and Compliance

    By Guest kp, December 15, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 15, 1998

32. ACP & MULTIPLE USE CORRECTION

    By Guest PWBAer, December 11, 1998
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • December 14, 1998

33. ADP Excess For Deceased Participant

    By Guest Beavis, December 9, 1998
    • 3 replies
    • 3.5k views
    • 
    • LCARUSI
    • December 14, 1998

34. MATCH FOR PARTNERS IN 401(K)

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

35. 401(K) and ROTH IRA

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

36. Using Prior Year NHCE ADP

    By Guest Jason Wioskowski, December 7, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

37. Employee Notice for Safe Harbor 401(k)?

    By LCARUSI, November 10, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 11, 1998

38. APRSC

    By Guest JB2, December 10, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

39. safe harbor quandary

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

40. Exclusion from Testing of EEs < 21/1yr service

    By Guest J Samuelson, December 3, 1998
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 10, 1998

41. top heavy with ee deferral

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

42. Merge Plans of parent and new subsidiary?

    By Guest SJPrince, December 3, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • December 9, 1998

43. 401k rollover of retiree

    By Guest FGordon, December 8, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • December 9, 1998

44. Loan to S-Corp shareholder

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

45. Maintaining cost basis

    By Guest boetgerinc, December 8, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

46. ADP Calculation

    By Guest Beavis, December 7, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 1998

47. WHOSE COMPENSATION IS IT?

    By Guest CHRISTIE BOSS, December 7, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 1998

48. Partnership 401(k)'s

    By Guest Thornton, December 2, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 1998

49. Increasing participation of foreign nationals in 401(k) plans

    By Guest llerner, November 26, 1998
    • 8 replies
    • 3k views
    • 
    • Guest
    • December 5, 1998

50. Disability and Compensation

    By Guest Beavis, December 4, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 1998