401(k) Plans

19,321 topics in this forum

1. new job

   By Guest friskey, August 26, 2004
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 26, 2004

2. Deferral of excess contributions that woud otherwise be returned after a failed test

   By Guest FAQ, August 26, 2004
   • 1 reply
   • 1.1k views
   • 
   • R. Butler
   • August 27, 2004

3. Leased Employee?

   By Guest ircreader, August 26, 2004
   • 3 replies
   • 1.8k views
   • 
   • GBurns
   • August 27, 2004

4. Timing of forfeiture use

   By Guest tman265, August 26, 2004
   • 10 replies
   • 3.3k views
   • 
   • WDIK
   • August 27, 2004

5. Excel formula to allocate basic Safe Harbor Match contribution

   By Guest Amy Harle, August 26, 2004
   • 4 replies
   • 12.7k views
   • 
   • R. Butler
   • August 27, 2004

6. affiliated service group - esop and non-esop

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

7. short plan year and entry dates

   By Guest mk2308, August 25, 2004
   • 6 replies
   • 2.4k views
   • 
   • rcline46
   • August 26, 2004

8. Participant Loans

   By austin3515, August 25, 2004
   • 3 replies
   • 1.5k views
   • 
   • austin3515
   • August 25, 2004

9. 2004 Section 401(a)17 Limit Compensation Limit is..?

   By Guest tgraham, August 24, 2004
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • August 25, 2004

10. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

11. SPD Distribution

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

12. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2, August 24, 2004
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • August 24, 2004

13. QDRO not entered before Alternate Payee's death...what do you do?

    By Guest MikeD, August 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • August 24, 2004

14. Temporary Employees

    By Lori Foresz, August 23, 2004
    • 8 replies
    • 8.8k views
    • 
    • mbozek
    • August 27, 2004

15. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2, August 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 23, 2004

16. Union Employee's

    By Guest KD40, August 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

17. Canadian Benefits Question

    By Guest buxbaum2, August 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

18. Coversion to Safe Harbor

    By Guest Dave Peckham, August 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2004

19. Increase minimum amount for loan

    By Dan, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Alf
    • August 20, 2004

20. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 20, 2004

21. Revenue Sharing

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

22. Changes in deferral pescentages - how often is OK?

    By Guest sallie, August 20, 2004
    • 6 replies
    • 4k views
    • 
    • Guest
    • August 24, 2004

23. 401(k) Safe Harbor Plan

    By Guest Scrappy, August 20, 2004
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2004

24. Rollover 401k?

    By Guest Ducks, August 19, 2004
    • 4 replies
    • 1.3k views
    • 
    • MGB
    • August 26, 2004

25. KSOP and Corporate Spinoff

    By Scott, August 19, 2004
    • 0 replies
    • 1.9k views
    • 
    • Scott
    • August 19, 2004

26. Mandatory Roll OUt

    By Guest BigBish1966, August 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2004

27. Bond question on small plan with non-qual assets

    By pbarrett, August 19, 2004
    • 4 replies
    • 1.2k views
    • 
    • Earl
    • August 20, 2004

28. Deductible Trad IRA & 401(k) Deposits

    By Guest Gee Bee Fran, August 19, 2004
    • 1 reply
    • 1k views
    • 
    • david rigby
    • August 19, 2004

29. Seperate Line of Business Clarification

    By Guest jml24star, August 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 19, 2004

30. Matching Catch-Up Contributions in a Safe Harbor Plan

    By JDuns, August 17, 2004
    • 10 replies
    • 10.2k views
    • 
    • rcline46
    • August 18, 2004

31. Determination of catch-ups in an off calendar plan

    By MR, August 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • MR
    • August 17, 2004

32. Leased Employees = not fun

    By Guest smhjr, August 16, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 20, 2004

33. Catch-up contributions

    By Guest Achilles, August 16, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • August 16, 2004

34. Disability rider to a 401K plan....

    By K-t-F, August 16, 2004
    • 9 replies
    • 3.8k views
    • 
    • david rigby
    • August 19, 2004

35. Excess 401(k) Contributions Calculations on 5330

    By Guest TracyAndrews, August 13, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2004

36. Late Deposit not "quite" corrected

    By Just Me, August 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • Just Me
    • August 13, 2004

37. Deductible Traditional IRA to a 401k

    By Guest Elfman, August 13, 2004
    • 4 replies
    • 1.2k views
    • 
    • Lori Friedman
    • August 26, 2004

38. USERRA and Layoff

    By Guest mmc, August 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • ccassetty
    • August 13, 2004

39. Incorrect definition of compensation

    By Guest padmin, August 13, 2004
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • August 13, 2004

40. Loan overpayments - What do you do ?

    By Guest hyper, August 13, 2004
    • 15 replies
    • 12.5k views
    • 
    • R. Butler
    • September 24, 2004

41. QPSA/ Survivor annuity

    By k man, August 12, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 16, 2004

42. Forfeiture Allocation

    By Guest djm, August 12, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2004

43. return of deferrals to avoid a top heavy minimum?

    By Guest MES, August 12, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2004

44. Fiscal year plan with ADP refund and FIFO calculation?

    By Guest oxdougw, August 12, 2004
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • August 13, 2004

45. 401k loans?

    By Guest fyaym2000, August 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 12, 2004

46. Transition Period for Acquisition

    By Gilmore, August 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Gilmore
    • August 11, 2004

47. Nonuniform Matching Formulas

    By Guest IU1994, August 11, 2004
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 12, 2004

48. Hardship form?

    By Guest CAM223, August 11, 2004
    • 0 replies
    • 990 views
    • 
    • Guest
    • August 11, 2004

49. Employee Questionnaires

    By Guest Cliff Langwith, August 11, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 11, 2004

50. Accrual of benefits for plan using the elapsed time method for the purpose of sharing in allocations or contributions

    By Guest Jane Freeman, August 11, 2004
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • August 11, 2004