401(k) Plans

19,275 topics in this forum

1. Electronic Statement Delivery

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

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

   By Guest Vreez, July 8, 2004
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 8, 2004

3. 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

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

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

5. Failed ADP test

   By Guest velll, July 6, 2004
   • 8 replies
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • July 14, 2004

6. Profile Prospectuses

   By Guest Kennedy, July 6, 2004
   • 13 replies
   • 2.1k views
   • 
   • rlb64
   • August 11, 2004

7. contract employees

   By Guest mad, July 6, 2004
   • 2 replies
   • 1.5k views
   • 
   • alanm
   • August 4, 2004

8. Timing of safe harbor plans

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

9. Huge unallocated forfeitures on takeover plan

   By Brenda Wren, July 2, 2004
   • 6 replies
   • 2.5k views
   • 
   • Brenda Wren
   • October 5, 2004

10. DB or DC plan choice for participants

    By Guest Nautical, July 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 2004

11. Top Paid Group - Tie Breaking equal compensation

    By James Matt Ullakko, July 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • James Matt Ullakko
    • July 2, 2004

12. Bankruptcy and 401k Loans

    By oriecat, July 1, 2004
    • 4 replies
    • 2.1k views
    • 
    • oriecat
    • July 2, 2004

13. How many times can a plan be amended before it must be restated?

    By billfgrady, July 1, 2004
    • 3 replies
    • 1.5k views
    • 
    • g8r
    • July 2, 2004

14. 401(k) Plan / average benefits test

    By Guest hyper, June 30, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 30, 2004

15. 401(k) Loan Repayments as "pre-tax"?

    By jkharvey, June 30, 2004
    • 11 replies
    • 48k views
    • 
    • Guest
    • July 2, 2004

16. Is an endorsed check a legally enforceable agreement against borrower from "paperless" 401(k) plan?

    By Guest oscar, June 30, 2004
    • 6 replies
    • 3k views
    • 
    • MoJo
    • July 2, 2004

17. EIN required for Sole Proprietor's 401(k) Plan?

    By Guest tgraham, June 30, 2004
    • 7 replies
    • 1.8k views
    • 
    • Earl
    • July 2, 2004

18. Deferral percentage versus deferral dollars with regard to compensation

    By Guest Angel(k), June 30, 2004
    • 4 replies
    • 1.8k views
    • 
    • Harwood
    • June 30, 2004

19. Participant Communication

    By austin3515, June 30, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 30, 2004

20. Contribution vs. Restorative Payments

    By Guest philc, June 30, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2004

21. Partnership of Corporations

    By nancy, June 30, 2004
    • 1 reply
    • 979 views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2004

22. Safe-Harbor 401(k) and mid-year amendment

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 30, 2004

23. Are negative elections affected by state laws?

    By katieinny, June 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Harwood
    • June 29, 2004

24. Merging two plan, one ends 5/31, other ends 12/31

    By Guest lindamichals, June 29, 2004
    • 0 replies
    • 824 views
    • 
    • Guest
    • June 29, 2004

25. If a plan currently performs true ups at year end, and allows deferrals from bonus, can

    By Guest jhilliard, June 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

26. Single-Participant 401(k) Plan - 5500 Filing

    By Guest tgraham, June 29, 2004
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • June 29, 2004

27. Transition period for 401(k) Plan

    By Guest Scrappy, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 30, 2004

28. ADP testing requirement for merging plans.

    By Dan, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • June 28, 2004

29. EGTRRA TAX CREDIT

    By Guest bueler, June 28, 2004
    • 0 replies
    • 942 views
    • 
    • Guest
    • June 28, 2004

30. 401k distributions during employment; who governs this directive?

    By Guest phactor, June 27, 2004
    • 6 replies
    • 2k views
    • 
    • MoJo
    • June 28, 2004

31. hardhip distribution from employer match?

    By Guest kerisa, June 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 25, 2004

32. Owner of a corporation wants to take back deferrals in current plan year

    By Guest terric, June 24, 2004
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 29, 2004

33. Irrevocable Waiver Out of a 401(k) Safe Harbor Plan

    By Archimage, June 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2004

34. Puerto Rico Participants

    By Guest jjuergens, June 23, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 23, 2004

35. Is a 990-T needed?

    By goldtpa, June 23, 2004
    • 6 replies
    • 2.1k views
    • 
    • Earl
    • June 25, 2004

36. One Page Summary

    By K-t-F, June 23, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 24, 2004

37. Terminated Employee's 401(k) distribution

    By Guest jessica_leitch, June 23, 2004
    • 5 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • June 24, 2004

38. would black out notice be required?

    By Guest EDSAADE, June 22, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 22, 2004

39. QNEC - Top Heavy

    By Guest JimD, June 22, 2004
    • 9 replies
    • 5.3k views
    • 
    • Guest
    • June 23, 2004

40. Multiple 401(k) plans maximum deferral

    By Guest mopar, June 22, 2004
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • June 22, 2004

41. retroactive amendment for compensation to 1/1/04

    By Guest kelly9522, June 22, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • June 22, 2004

42. Safe harbor match plan with additional discretionary match

    By Guest moosegirl, June 21, 2004
    • 4 replies
    • 5.9k views
    • 
    • Archimage
    • June 23, 2004

43. Safe Harbor 401(k) Question

    By Archimage, June 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • Alf
    • June 22, 2004

44. Ok to terminate 401k and establish simple IRA orSimple 401(k)?

    By pbarrett, June 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • June 21, 2004

45. breakpoint discount refund-mutual funds

    By Guest scompliance, June 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2004

46. EGTRRA Section 416(g)(h) on "top-heavy" safe harbor plans

    By Guest Lawrence_Groves, June 21, 2004
    • 9 replies
    • 2.1k views
    • 
    • KJohnson
    • June 22, 2004

47. SSN privacy issues

    By Guest Smitty848, June 20, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2004

48. EGTRRA Amendment Effective Date

    By Guest ELS, June 18, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

49. Employees of ineligible employer participating in Plan,, fix?

    By Guest calcu, June 18, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2004

50. 402g violation correction

    By K-t-F, June 18, 2004
    • 18 replies
    • 10.4k views
    • 
    • Guest
    • July 7, 2004