401(k) Plans

19,337 topics in this forum

1. short plan year and entry dates

   By Guest mk2308, August 25, 2004
   • 6 replies
   • 2.5k views
   • 
   • rcline46
   • August 26, 2004

2. Deductible Traditional IRA to a 401k

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

3. Top Heavy Test - only key employees in the plan

   By Guest Debbie Jarvis, August 4, 2004
   • 6 replies
   • 2.4k views
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   • Tom Poje
   • August 26, 2004

4. Prohibited Transaction??

   By Guest PLHart, August 29, 2003
   • 9 replies
   • 1.9k views
   • 
   • Guest
   • August 25, 2004

5. Participant Loans

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

6. 401(k) Safe Harbor Plan

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

7. 2004 Section 401(a)17 Limit Compensation Limit is..?

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

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

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

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

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

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

    By Guest sallie, August 20, 2004
    • 6 replies
    • 4.1k views
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    • Guest
    • August 24, 2004

11. Coversion to Safe Harbor

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

12. Mandatory Roll OUt

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

13. 403(b) rollover to a 401(k) ... OK?

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

14. Union Employee's

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

15. Canadian Benefits Question

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

16. 401(k) Safe Harbor Plan

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

17. Increase minimum amount for loan

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

18. Timing of safe harbor plans

    By Guest mad, July 6, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2004

19. 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

20. Leased Employees = not fun

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

21. Are plans required to allow catch-up?

    By oriecat, August 9, 2004
    • 16 replies
    • 1.9k views
    • 
    • R. Butler
    • August 20, 2004

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

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

23. KSOP and Corporate Spinoff

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

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

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

25. Deductible Trad IRA & 401(k) Deposits

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

26. Seperate Line of Business Clarification

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

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

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

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

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

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

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

30. Forfeiture Allocation

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

31. Catch-up contributions

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

32. QPSA/ Survivor annuity

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

33. Excess 401(k) Contributions Calculations on 5330

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

34. Late Deposit not "quite" corrected

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

35. USERRA and Layoff

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

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

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

37. Incorrect definition of compensation

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

38. Leased Employee Credited Service

    By Guest Chaffee, August 10, 2004
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • August 12, 2004

39. Nonuniform Matching Formulas

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

40. IRA funds rolling into a retirement plan after EGTRRA

    By FundeK, July 13, 2004
    • 7 replies
    • 2.4k views
    • 
    • Bird
    • August 12, 2004

41. 401k loans?

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

42. Transition Period for Acquisition

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

43. Profile Prospectuses

    By Guest Kennedy, July 6, 2004
    • 13 replies
    • 2.2k views
    • 
    • rlb64
    • August 11, 2004

44. Hardship form?

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

45. Employee Questionnaires

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

46. 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

47. Can a QDRO be Rolledover into a 401(k) where the participant is Terminated?

    By Guest jeffgh24, August 10, 2004
    • 2 replies
    • 4.1k views
    • 
    • Alf
    • August 11, 2004

48. Owner-Employees: Does attribution apply?

    By Guest admcjm, August 10, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2004

49. Compensation - W2 vs 415 safe harbor

    By Guest wjr, August 10, 2004
    • 5 replies
    • 8.5k views
    • 
    • Archimage
    • August 11, 2004

50. QNEC and proposed regs

    By Guest LuannJ, August 10, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 10, 2004