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  1. Late year change in company match (4 replies)
  2. 415 Excess & Deductible Limit (2 replies)
  3. Automatic Enrollment at our company - less than 10% are changing their (12 replies)
  4. What do you do with a SIMPLE 401(k) plan with forfeitures from previou (3 replies)
  5. Brokerage commission discrimination issues (4 replies)
  6. Defaulted loan installment used to satisfy a 70 1/2 required minimum (0 replies)
  7. Puzzled over 401(k) Beneficiary Rights (9 replies)
  8. Timing of safe-harbor 401(k) amendment? Effect of distributing safe-h (1 reply)
  9. Plan loans issued at interest rate below the rate in the Plan Document (3 replies)
  10. Can you stop and restart Safe Harbor Match Contributions the same Plan (1 reply)
  11. Missed Loan Payments (0 replies)
  12. Owner's deferrals considered for untimely deposit? (2 replies)
  13. Years of service for previously excludible employee (1 reply)
  14. Employer wants eligibility as soon as possible (immediate) after Emplo (5 replies)
  15. Information for plan sponsors (2 replies)
  16. Ex-employee owes employer $, can the employer take the money when the (3 replies)
  17. 401(k) deferral of n-q deferred comp payments (0 replies)
  18. Form 1099-R Reporting for Loans (1 reply)
  19. Is reversion a prohibited transaction in the truest sense of the word? (1 reply)
  20. Stopping Discretionary Employer Match Mid-Year (3 replies)
  21. 402h notice - sample (0 replies)
  22. 50% Owner only employee with deferrals. (2 replies)
  23. Truth or Nonsense ... an employee's $10,500 elective deferral does not (5 replies)
  24. 401(k) Advance Contributions (3 replies)
  25. What happens to forfeitures from (hanging, orphan, related, "attr (0 replies)
  26. Forfeiture Reallocations Timing (2 replies)
  27. New Safe-harbor 401(k)Plan for 2001 (2 replies)
  28. self-managed account supervision (4 replies)
  29. Failure to obtain proper Distrib. Elections and Consents (6 replies)
  30. Can plan be amended to raise the normal retirement age? Applies only t (9 replies)
  31. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE (2 replies)
  32. Amending a 401(k) plan to a SEP??? (3 replies)
  33. The plan sponsor changes eligibility wait period from six to twelve mo (5 replies)
  34. Sale of Substantially All the Assets Used in a Trade or Business - Def (0 replies)
  35. Can a plan sponsor currently make an election retroactive to 1/1/2000, (0 replies)
  36. Can a 501(c)(3) organization sponsor a safe harbor 401(k) plan? (1 reply)
  37. Merger documentation (0 replies)
  38. Contribution Deadlines (0 replies)
  39. A sole proprietor (who has employees) is setting up a 401k plan. Any (4 replies)
  40. Let's say you lose 90% of the value of your 401k investment in the yea (1 reply)
  41. Safe Harbor 401(k)/Additional Non-Elective Contribution (3 replies)
  42. 401(k) Matching Formula (7 replies)
  43. Employer accidentally stopped participant 401(k) contributions and mat (6 replies)
  44. Has anyone combined a 401(k) plan and a nonqualified "wrap-around (4 replies)
  45. Participant, age 76. Can he still make elective salary deferrals? (4 replies)
  46. Qualified College Tuition Plan, IRC 529 program (0 replies)
  47. DOL audits on plan expenses (0 replies)
  48. Corrective allocations a fiduciary issue? (8 replies)
  49. Former employee has significant loss after funds changed without notic (8 replies)
  50. Top-heavy contribution requirement in new 401(k) plan in year when top (0 replies)
  51. GUST Remedial Amendment Period / Testing Methods (0 replies)
  52. 401(k) plan requires at least 1,000 hours for share of nonelective con (7 replies)
  53. Can a waiver of participation be revoked by the participant? (4 replies)
  54. If Salary Deferrals are returned due to 415 limits what should happen (30 replies)
  55. Need Straight Answers on HCE & Annual Addition Issues (8 replies)
  56. What is lookback year for HCE determination if plan is amended to crea (2 replies)
  57. Company A employees can be covered under Company B's 401(k) merely by (20 replies)
  58. Are annual participant statements required to be sent to 401(k) partic (3 replies)
  59. Looking for a TPA for a professional employer organization's 401(k) pl (3 replies)
  60. Cost of Living Adjustments for 2001 (8 replies)
  61. How are corrective distributions treated for top-heavy determination p (1 reply)
  62. Use top-hat NQDCP elective deferrals in 401(k) plan definition of comp (0 replies)
  63. Can a company adopt a 401(k) plan in December to be effective retroact (4 replies)
  64. Can a calendar year 401(k) plan be made safe harbor 401(k) by distribu (17 replies)
  65. Short initial plan-year; is 404 deduction limit based on full-year com (0 replies)
  66. Can a 401k plan become a market maker when offering company stock? (3 replies)
  67. What wording or code references must be in a Plan Document permitting (1 reply)
  68. Match Allocated on Payroll Basis - Stop When Participant Maxes Out on (2 replies)
  69. Withholding requirements for Puerto Rican residents? (1 reply)
  70. Profit sharing contribution made to safe harbor 401(k) Plan (1 reply)
  71. Implementation of Separate 401k and Keough?? and integration of existi (8 replies)
  72. 1/2% owner for key employee (4 replies)
  73. Can a 401(k) plan and deferral election forms have retroactive effecti (3 replies)
  74. Profit Sharing Spin-off: all or only 401(k) portion? (0 replies)
  75. Is it more common to calculate an employer matching contribution on a (21 replies)
  76. May a foreign government adopt a 401(k) for its US Employees? (0 replies)
  77. Top-Heavy Vesting (0 replies)
  78. Is a participant eligible for a distribution if he terminates but resu (15 replies)
  79. Failure to provide safe harbor notice (1 reply)
  80. Participant being paid was not sent the enrollment package because he (0 replies)
  81. What are the tax effects of depositing profit sharing contributions pa (2 replies)
  82. Short Plan Year - 1st year of Safe Harbor (5 replies)
  83. Excess contributions distributed by mistake. How is this corrected? (1 reply)
  84. How to max HCE contributions for new late in year 401k? (3 replies)
  85. 70 1/2 required distributions--changing mind after making initial elec (2 replies)
  86. Pros and cons of allowing multiple outstanding loans to a 401(k) parti (7 replies)
  87. Terminating 401(k) plan holds a large forfeiture account; what to do w (9 replies)
  88. I have an established 401(k) Plan that uses prior year testing. This (10 replies)
  89. 401K Money Movements (4 replies)
  90. Does a QNEC contribution allocation formula need to be definitely dete (3 replies)
  91. Post-tax contributions (1 reply)
  92. Top heavy minimum contribution (1 reply)
  93. Company Match taxable ? (9 replies)
  94. Software needed to manage participant loans in 401(k) plans. (5 replies)
  95. Revoking a loan policy (1 reply)
  96. Has anyone seen the official annual limitations for 2001? (7 replies)
  97. How to do 401(k) discrimination testing for a plan with no NHCEs (i.e. (5 replies)
  98. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co (1 reply)
  99. Participant wants hardship distribution but spouse is in jail (2 replies)
  100. Can an employee continue to defer while on short term disability? (1 reply)
  101. 100% vesting is required, even if same desk rules applies, correct? (3 replies)
  102. May a foreign country, or agency thereof, establish a 401(k) plan for (0 replies)
  103. Are there service providers who do operational audits to ascertain if (6 replies)
  104. 401(k) termination and distribution prior to sale of stock in plan spo (3 replies)
  105. Participant defers $20,000 into two unrelated 401(k) plans ($10,000 in (18 replies)
  106. Looking for sample 401(k) negative election (automatic enrollment) not (0 replies)
  107. How to identify the Employer, EIN and Plan Number of a 401(k) Plan aft (0 replies)
  108. Can someone tell me the appropriate dollar amount used for the compens (8 replies)
  109. Once 401(k) deferrals are in plan's trust account, when does employer (9 replies)
  110. Rehired employee wants to buy back formerly forfeited benefit under th (2 replies)
  111. How do you properly determine a participants vested percentage? (2 replies)
  112. 401(k)'s, 403(b)'s, 457's and money purchase pension plans. (2 replies)
  113. Safe Habor match issues and Can an HCE really be an NHCE? (2 replies)
  114. Can a public school district maintain a 401(k) plan? (1 reply)
  115. Is ADP test irrelevant where all employees are HCEs? (1 reply)
  116. Plan Participant getting divorced (10 replies)
  117. Converting a traditional IRA then recharacterizing (0 replies)
  118. Supplemental Employer Profit-Sharing Contribution for Employees Having (6 replies)
  119. Correction of forfeitures (0 replies)
  120. Need 6621(a)(2) Rate (2 replies)
  121. ERISA notification on change in structure of company match. (1 reply)
  122. Divorced participant dies w/out changing beneficiary designation that (4 replies)
  123. 3% safe harbor for union employees (6 replies)
  124. Website w/ payroll illustrator showing immediate tax advantages of par (1 reply)
  125. Tax treatment of NUA of the employer's stock in a lump sum distributi (3 replies)
  126. Valid signature & elections on second distribution (3 replies)
  127. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro (1 reply)
  128. Employer's stock NUA - clarifiacation. (0 replies)
  129. Family attribution causes 3%-owner husband and 3%-owner wife to be a 6 (2 replies)
  130. Does being a director of a non-profit corporation equate to voting pow (4 replies)
  131. Super Top Heavy Minimum in a Defined Contribution Plan (3 replies)
  132. Opinions on the "401(k) Plan of the Future" - unlimited inve (13 replies)
  133. Same Desk Rule/RevRul 2000-27 (8 replies)
  134. Cite for not being able to require 2 years for eligibility for safe-ha (3 replies)
  135. How can I find a missing beneficiary under a 401k plan, for whom I hav (6 replies)
  136. 100% owner of company wants to invest his account balance into the com (2 replies)
  137. Does anyone have a "maybe" safe harbor notice? (1 reply)
  138. Sponsor refuses to make required top-heavy contributions to a 401(k) p (2 replies)
  139. Can Rev. Rul. 2000-27 be applied retroactively, for example to a sale (0 replies)
  140. 401(k) Plan Loan Documentary Stamp Tax (1 reply)
  141. Anyone else going to the ASPA conference in Washington DC? (2 replies)
  142. What forms or initial actions need to be taken by plan sponsor with th (1 reply)
  143. OK for employer to hold employees' 401(k) contributions in a separate (1 reply)
  144. Plan offers brokerage to only those with substantial balances - discri (8 replies)
  145. Statistics on Matching Contributions: Annual Match vs. Payroll Period? (0 replies)
  146. Should we apply for a determination letter on termination of year-old (1 reply)
  147. Can plan apply forfeitures to fund QNECs required to pass ADP test? (0 replies)
  148. Can a participant who reached retirement age, roll his account to a tr (1 reply)
  149. Can a 70 1/2 year old continue deferrals while receiving MRD? (1 reply)
  150. Interested in Trust type 401(k) funding product alternative to variabl (1 reply)
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