401(k) Plans

19,319 topics in this forum

1. Control group question

   By Guest jhilliard, August 5, 2004
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • August 5, 2004

2. new accounts/enrollments

   By Guest SPOT, August 3, 2004
   • 9 replies
   • 1.3k views
   • 
   • david rigby
   • August 4, 2004

3. contract employees

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

4. Safe harbor 401(k) plus cross-tested PS plan

   By Guest Dave Peckham, July 29, 2004
   • 14 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • August 4, 2004

5. Owner of 2 businesses, not control group... Simple and 401k in same year

   By K-t-F, July 30, 2004
   • 8 replies
   • 1.7k views
   • 
   • K-t-F
   • August 4, 2004

6. Legal Options for Denied Benefits Case

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

7. Profit Sharing Contributions for self employed

   By Guest chris4013, August 3, 2004
   • 2 replies
   • 1.1k views
   • 
   • R. Butler
   • August 3, 2004

8. Reliance on determination letter

   By Guest VEBA Las Vegas, August 3, 2004
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 3, 2004

9. Deemed IRA

   By Brenda Wren, July 28, 2004
   • 7 replies
   • 2.6k views
   • 
   • Guest
   • August 3, 2004

10. What is a KSOP?

    By Guest cody, July 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 3, 2004

11. Closure of Fidelity Low Priced Stock Fund

    By Guest PAL100759, July 27, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • August 2, 2004

12. Safe Harbor 401(k) Plans - Plan Document Requirements

    By Guest Giovanni, July 29, 2004
    • 5 replies
    • 2.2k views
    • 
    • Tom Poje
    • July 30, 2004

13. Paychex 401(k) Plan

    By Guest ChopperPilot, July 28, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 28, 2004

14. Failure To Update Change In Elective Deferral

    By Guest jmlumpkin, July 22, 2004
    • 11 replies
    • 4.7k views
    • 
    • mschwechter
    • July 28, 2004

15. Paying for plan amendment from forfeiture account

    By Brian Gallagher, July 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 28, 2004

16. Integrated Top Heavy Plans with Match

    By Guest At Peace, July 27, 2004
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 28, 2004

17. Loans can or cannot be rolled over ? HELP !

    By Guest bjschiedel, July 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • July 27, 2004

18. 401(k) Employee Interest Survey

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

19. exclusion of comp personal and vacation time?

    By k man, July 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • sloble@crowleyfleck.com
    • July 27, 2004

20. Simple 401(k)

    By stevena, July 27, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • July 27, 2004

21. Top Heavy

    By Guest judyw, July 26, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • July 26, 2004

22. Qualified vs. Non-Qualfied Comparison

    By Guest ChrisF, July 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 26, 2004

23. Can a 401k hibernate for a year?

    By Guest Commuter Rex, July 26, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2004

24. Failure to note Change in EIN and Plan Sponsor on 5500.

    By MBCarey, July 26, 2004
    • 0 replies
    • 1.4k views
    • 
    • MBCarey
    • July 26, 2004

25. 401(a) clarification

    By Guest IRaceTA, July 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2004

26. incentives to defer?

    By Guest MES, July 22, 2004
    • 9 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2004

27. Top Heavy questions

    By Guest judyw, July 22, 2004
    • 4 replies
    • 1.2k views
    • 
    • jquazza
    • July 23, 2004

28. QNECs and prior year testing

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 22, 2004

29. Software Opinions

    By Guest Partly Cloudy, July 22, 2004
    • 6 replies
    • 1.3k views
    • 
    • stephen
    • July 22, 2004

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

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

31. safe harbor 401k plan design

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

32. Blackout Notice & individual accounts

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

33. employer makes incorrect deferral amount to employee

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

34. Money type for cafeteria plan contribuions?

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

35. Controlled group and same desk rule after EGTRRA

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

36. 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

37. Safe Harbor Match to HCEs

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

38. Irrevocable Election for Match Only?

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

39. Document Question

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

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

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

41. 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

42. 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

43. 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

44. Successor Plan?

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

45. Loan Rollover into a plan

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

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

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

47. Mutual Fund Scandal Update - Can you assist?

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

48. Rolling over into a 401(k)

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

49. Can plan participants be treated as separate shareholders?

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

50. disclosure in spd of fees charged directly to participants

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