401(k) Plans

19,275 topics in this forum

1. Loan Rollover into a plan

   By FundeK, July 16, 2004
   • 4 replies
   • 1.7k views
   • 
   • QDROphile
   • July 16, 2004

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

   By Christine Roberts, July 14, 2004
   • 10 replies
   • 3k views
   • 
   • WDIK
   • July 15, 2004

3. Mutual Fund Scandal Update - Can you assist?

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

4. Rolling over into a 401(k)

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

5. Can plan participants be treated as separate shareholders?

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

6. disclosure in spd of fees charged directly to participants

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

7. Successor Plan

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

8. Top Heavy Minimums

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

9. dol position on distribution fees

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

10. Failed ADP test

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

11. DB or DC plan choice for participants

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

12. 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

13. 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

14. Elapsed Time

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

15. Prohibited Transaction?

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

16. Form 5500 (item #8a)

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

17. 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

18. Loan Refinancing

    By BTH, July 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • July 13, 2004

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

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

20. correct amount to report on 1099

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

21. Definition of spouse as spouse in an opposite sex marriage

    By Guest Do, May 7, 2004
    • 11 replies
    • 2.8k views
    • 
    • david rigby
    • July 12, 2004

22. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • FundeK
    • July 12, 2004

23. plan termination

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

24. Controlled group and key employee

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

25. use of the "maybe" notice still permitted

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

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

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

27. guam and puerto rico

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

28. simple IRAs and 401(K) Plans

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

29. 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

30. Safe Harbor

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

31. safe harbor match accrual options

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

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

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

33. Otherwise Excludable Employees in First Plan Year

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

34. Electronic Statement Delivery

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

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

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

36. 402g violation correction

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

37. Non-resident Aliens

    By Archimage, June 9, 2004
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • July 6, 2004

38. 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

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

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

40. Bankruptcy and 401k Loans

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

41. 401(k) Loan Repayments as "pre-tax"?

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

42. 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

43. 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

44. 401(k) Plan / average benefits test

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

45. 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

46. Participant Communication

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

47. Transition period for 401(k) Plan

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

48. Partnership of Corporations

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

49. Contribution vs. Restorative Payments

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

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

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