401(k) Plans

19,321 topics in this forum

1. 401(k) Employee Interest Survey

   By ljr, July 21, 2004
   • 6 replies
   • 4k views
   • 
   • ljr
   • July 27, 2004

2. employer makes incorrect deferral amount to employee

   By kmciver, July 21, 2004
   • 2 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • July 21, 2004

3. Money type for cafeteria plan contribuions?

   By amcorson, July 21, 2004
   • 0 replies
   • 1.1k views
   • 
   • amcorson
   • July 21, 2004

4. Blackout Notice & individual accounts

   By Guest jim williams, July 21, 2004
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • July 22, 2004

5. Controlled group and same desk rule after EGTRRA

   By Guest Lawrence_Groves, July 21, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 21, 2004

6. If two 401k plans are mergering, under ERISA is there a specific timeframe during which the plan sponsor must send out a communication piece to plan participants?

   By Guest SJaramil, July 20, 2004
   • 2 replies
   • 1.2k views
   • 
   • MWeddell
   • July 21, 2004

7. ADP/ACP testing of otherwise excludable in plan document?

   By Guest Giovanni, July 20, 2004
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • July 22, 2004

8. Legal Options for Denied Benefits Case

   By Guest slufoot2000, July 20, 2004
   • 26 replies
   • 4.2k views
   • 
   • Guest
   • August 4, 2004

9. Irrevocable Election for Match Only?

   By No Name, July 19, 2004
   • 5 replies
   • 1.3k views
   • 
   • g8r
   • July 21, 2004

10. ADP/ACP testing and non-calendar year plans

    By Guest LiLi, July 19, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 19, 2004

11. Safe Harbor Match to HCEs

    By Guest KMP, July 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • g8r
    • July 21, 2004

12. Prior year testing method per document, would like to amend to current year...

    By Guest jhilliard, July 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • July 19, 2004

13. Document Question

    By Guest MCarey1, July 16, 2004
    • 5 replies
    • 2.1k views
    • 
    • g8r
    • July 20, 2004

14. Looking for help to create individual savings need statements for participants

    By Guest kkastein, July 16, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 16, 2004

15. Successor Plan?

    By wmyer, July 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • July 16, 2004

16. safe harbor 401k plan design

    By kmciver, July 16, 2004
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • July 22, 2004

17. Loan Rollover into a plan

    By FundeK, July 16, 2004
    • 4 replies
    • 1.8k views
    • 
    • QDROphile
    • July 16, 2004

18. Rolling over into a 401(k)

    By Guest petey, July 15, 2004
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • July 15, 2004

19. Can plan participants be treated as separate shareholders?

    By Guest halka, July 15, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • July 15, 2004

20. Because of an 11-K filing will an audit be required?

    By Guest JDansa, July 15, 2004
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 17, 2004

21. Mutual Fund Scandal Update - Can you assist?

    By FundeK, July 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 15, 2004

22. Employer Unwittingly Includes Foreign Nationals in 401(k) Plan

    By Christine Roberts, July 14, 2004
    • 10 replies
    • 3.1k views
    • 
    • WDIK
    • July 15, 2004

23. disclosure in spd of fees charged directly to participants

    By k man, July 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • July 15, 2004

24. One Day Short Plan Year ADP Test - 401(a) 17 Limit

    By Guest wwc870, July 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • jquazza
    • July 14, 2004

25. Prohibited Transaction?

    By Guest h_nowicki, July 13, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 13, 2004

26. dol position on distribution fees

    By k man, July 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 14, 2004

27. Funds returned to the plan for a breakpoint settlement from the asset compan

    By Guest cynthiar, July 13, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 13, 2004

28. Top Heavy Minimums

    By jala, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • July 14, 2004

29. IRA funds rolling into a retirement plan after EGTRRA

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

30. Successor Plan

    By Guest MichaelO, July 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2004

31. Loan Refinancing

    By BTH, July 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 13, 2004

32. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • July 12, 2004

33. Elapsed Time

    By Guest pjb, July 12, 2004
    • 17 replies
    • 4.8k views
    • 
    • david rigby
    • July 13, 2004

34. plan termination

    By Guest good2brich, July 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2004

35. Caps on employer stock ownership in 401(k) plans?

    By Guest Benmark, July 11, 2004
    • 0 replies
    • 878 views
    • 
    • Guest
    • July 11, 2004

36. Controlled group and key employee

    By Guest moosegirl, July 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 12, 2004

37. simple IRAs and 401(K) Plans

    By Guest mad, July 9, 2004
    • 3 replies
    • 1k views
    • 
    • Appleby
    • July 9, 2004

38. guam and puerto rico

    By k man, July 9, 2004
    • 3 replies
    • 2.6k views
    • 
    • Harwood
    • July 9, 2004

39. Agents on commission only, how to calculate hours of service?

    By Guest IRaceTA, July 9, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2004

40. Safe Harbor

    By Guest CCarter, July 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • July 9, 2004

41. Form 5500 (item #8a)

    By Guest Giovanni, July 9, 2004
    • 6 replies
    • 1.8k views
    • 
    • pmacduff
    • July 13, 2004

42. use of the "maybe" notice still permitted

    By Earl, July 9, 2004
    • 9 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 12, 2004

43. Urgent 401(a)(17) Question, Attn: Tom Poje

    By Guest bjschiedel, July 8, 2004
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 9, 2004

44. safe harbor match accrual options

    By Earl, July 8, 2004
    • 2 replies
    • 2.1k views
    • 
    • Earl
    • July 9, 2004

45. Otherwise Excludable Employees in First Plan Year

    By Guest Giovanni, July 8, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 8, 2004

46. correct amount to report on 1099

    By k man, July 8, 2004
    • 20 replies
    • 2.6k views
    • 
    • TBob
    • July 13, 2004

47. Electronic Statement Delivery

    By FundeK, July 8, 2004
    • 4 replies
    • 2.9k views
    • 
    • k man
    • July 8, 2004

48. Excess Deferrals and 401(a)(4)

    By Guest Vreez, July 8, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 8, 2004

49. Top Heavy Test and 3% Safe Harbor Plan

    By sloble@crowleyfleck.com, July 7, 2004
    • 9 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • July 13, 2004

50. Partnership rules for 402(g) - non-calendar Partner Year?

    By Guest Chaffee, July 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2004