401(k) Plans

19,299 topics in this forum

1. Transfers between union and nonunion plans.

   By Guest revier, September 13, 2004
   • 8 replies
   • 6.4k views
   • 
   • RCK
   • September 15, 2004

2. Two Plan Documents

   By goldtpa, September 13, 2004
   • 8 replies
   • 1.9k views
   • 
   • QDROphile
   • September 14, 2004

3. ADP Testing when utilizing the otherwise non-excludables

   By Guest jhilliard, September 14, 2004
   • 1 reply
   • 1.2k views
   • 
   • Earl
   • September 14, 2004

4. "Participants" in a 401(k) plan

   By Lori Friedman, September 2, 2004
   • 34 replies
   • 5k views
   • 
   • Kirk Maldonado
   • September 14, 2004

5. ADP/ACP Testing

   By Guest Scrappy, September 13, 2004
   • 1 reply
   • 2.3k views
   • 
   • jquazza
   • September 13, 2004

6. Eligible for catch-ups?

   By Guest KMP, September 13, 2004
   • 3 replies
   • 1.3k views
   • 
   • Lori Friedman
   • September 13, 2004

7. plan amendment

   By Guest lindamichals, September 10, 2004
   • 6 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • September 13, 2004

8. Loan fees paid by participant

   By Guest Judy S, September 10, 2004
   • 9 replies
   • 2k views
   • 
   • Guest
   • September 13, 2004

9. Articles on the dangers of "Self Trustee" K plans

   By Guest cj4, September 10, 2004
   • 1 reply
   • 1.2k views
   • 
   • Kirk Maldonado
   • September 10, 2004

10. Multiple Employer Plan

    By Guest texasactuary, September 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 10, 2004

11. Contribution greater than compensation?

    By Sully, September 10, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 10, 2004

12. In-Service Withdrawal Window?

    By Alf, September 10, 2004
    • 0 replies
    • 971 views
    • 
    • Alf
    • September 10, 2004

13. PS 58 Costs

    By rlb64, September 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 10, 2004

14. Wording for SAR distributions

    By cripp12, September 9, 2004
    • 2 replies
    • 1.9k views
    • 
    • cripp12
    • September 10, 2004

15. One man show businesses and ERISA

    By K-t-F, September 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2004

16. Form w-2

    By Guest Benmark, September 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lori Friedman
    • September 9, 2004

17. Safe Harbor 401(k) Match Discretionary?

    By Jilliandiz, September 9, 2004
    • 4 replies
    • 1.2k views
    • 
    • rcline46
    • September 9, 2004

18. affiliated service group - esop and non-esop

    By Guest mk2308, August 25, 2004
    • 2 replies
    • 2.1k views
    • 
    • BeckyMiller
    • September 9, 2004

19. Compensation Limits to be an HCE for 2004 and 2005

    By Jilliandiz, September 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 9, 2004

20. Death of Plan Sponsor

    By Guest mwozniacki, September 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • September 9, 2004

21. When can you amend to exclude HCE from plan participation?

    By MR, September 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • MR
    • September 9, 2004

22. Catch-up and the short plan year

    By Guest PAL100759, September 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 9, 2004

23. Catch-Up Limits in Off-Calendar Year Plans

    By Guest thooge, September 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2004

24. Short Plan year

    By Guest mol, September 7, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • September 9, 2004

25. Involuntary Cash-Outs

    By Guest Chaffee, September 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • September 8, 2004

26. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson, September 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 7, 2004

27. Feedback to prior post re: IRS audit

    By stevena, September 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 7, 2004

28. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes, September 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • alanm
    • September 7, 2004

29. Revenue Sharing

    By Guest texasactuary, August 20, 2004
    • 15 replies
    • 4.7k views
    • 
    • alanm
    • September 7, 2004

30. Receiving comission on your own plan?

    By Guest Rexx, September 2, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 4, 2004

31. Omitted employee's contribution for last year and 8 months. How do we handle this?

    By Guest Dave Flora, September 2, 2004
    • 8 replies
    • 1.9k views
    • 
    • RCK
    • September 3, 2004

32. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad, September 2, 2004
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • September 2, 2004

33. Termination of 401(h) plan- not sure how to distribute 401(h) assets

    By Guest schneiderdowns, September 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • September 2, 2004

34. Does anyone have a one to two page marketing document for selling safe Harbor plan design?

    By Guest jhilliard, September 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 2, 2004

35. Spousal consent forgery

    By austin3515, September 2, 2004
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • September 2, 2004

36. Profit Sharing Contribution

    By Guest mol, September 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 2, 2004

37. QDRO: Participant has an outstanding loan

    By Guest mmc, September 1, 2004
    • 2 replies
    • 5.5k views
    • 
    • QDROphile
    • September 2, 2004

38. Notice of optional form of benefit elimination

    By Guest hyper, March 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • September 1, 2004

39. Plan Assets - Sole Proprietors

    By Guest jeffline, September 1, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 1, 2004

40. Short Initial Plan Year

    By Lori Foresz, August 30, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 1, 2004

41. Include Puerto Rican residents in plan testing?

    By Guest rchambers, September 6, 2000
    • 13 replies
    • 5.2k views
    • 
    • Harwood
    • August 31, 2004

42. bottom up qmac

    By eilano, August 31, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2004

43. One Person 401(k) Plan...Not a Simple Plan?

    By Jilliandiz, August 30, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 31, 2004

44. Puerto Rico Participants

    By Guest Lucie, February 12, 2000
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • August 31, 2004

45. In service withdrawls and rollovers

    By Guest Bob Monte, August 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2004

46. Conditional Adoption of Plan

    By Randy Watson, August 30, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • August 30, 2004

47. incorrect social secutity number

    By k man, July 26, 2004
    • 25 replies
    • 13k views
    • 
    • WDIK
    • August 30, 2004

48. 5% Owner Definition - Key Employee

    By MarZDoates, August 30, 2004
    • 2 replies
    • 2.6k views
    • 
    • MarZDoates
    • August 30, 2004

49. SPD Distribution

    By Guest benefitsanalyst, August 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • August 30, 2004

50. Excess Deferral Discovered after April 15th

    By Guest platte1, August 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2004