401(k) Plans

19,275 topics in this forum

1. Not sure where this post should go?

   By stevena, May 27, 2004
   • 4 replies
   • 1.2k views
   • 
   • Demosthenes
   • May 27, 2004

2. ADP failure, HCE took hardship in prior year

   By Guest Emiman, May 27, 2004
   • 3 replies
   • 1.7k views
   • 
   • pmacduff
   • June 1, 2004

3. conversion screw-up

   By PensionNewbee, May 26, 2004
   • 3 replies
   • 1.4k views
   • 
   • JanetM
   • May 27, 2004

4. IRS Approves Automatic Enrollments

   By Jilliandiz, May 26, 2004
   • 13 replies
   • 2.1k views
   • 
   • oriecat
   • May 28, 2004

5. Safe Harbor Money Purchase Plan

   By Guest Mbrockway, May 26, 2004
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 26, 2004

6. Termination of a Safe Harbor Plan

   By Guest mmc, May 26, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 26, 2004

7. New 415 rules

   By FAPInJax, May 26, 2004
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

8. Matching on Catch Up contributions

   By Guest h_nowicki, May 26, 2004
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

9. Top Heavy Safe Harbor Plan, does making........

   By Guest jhilliard, May 26, 2004
   • 4 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

10. Hardship Withdrawal for Medical Expenses

    By Guest forum4, May 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • k man
    • May 25, 2004

11. Safe Harbor Plan--What testing is needed?

    By sloble@crowleyfleck.com, May 25, 2004
    • 8 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

12. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

13. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • May 25, 2004

14. Vesting question

    By FJR, May 25, 2004
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • May 25, 2004

15. Age-50 Catch-up Contributions

    By Guest koolkidd, May 24, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2004

16. Safe Harbor and PEO plans

    By Guest phyphy, May 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2004

17. safe harbor 401(k) to traditional 401, but wants to use safe harbor match formula

    By Lori H, May 20, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2004

18. Hardship Withdrawal - salary deferrals were not suspended after distribution

    By Guest nps, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 26, 2004

19. Adopting Employer no longer wants to have plan

    By jkharvey, May 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • May 20, 2004

20. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • May 20, 2004

21. ASGs and Surgery Centers

    By Guest MikeD, May 19, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 19, 2004

22. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2004

23. hardship medical expenses

    By k man, May 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • May 19, 2004

24. Participant in prison , wife and father each have a power of attorney and want to withdraw full amount

    By Jim Chad, May 18, 2004
    • 7 replies
    • 7.3k views
    • 
    • TPApril
    • September 14, 2013

25. Lost Participants and Reasonable Efforts

    By Guest andmik, May 18, 2004
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • May 21, 2004

26. NSCC Trading

    By Guest ell, May 18, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 18, 2004

27. HCE determination

    By FJR, May 17, 2004
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 18, 2004

28. Safe Harbor 401(k) and Top Heavy Issue

    By chris, May 17, 2004
    • 14 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

29. Safe-harbor 401k plan distribution

    By Guest Laura Browne, May 17, 2004
    • 2 replies
    • 1.1k views
    • 
    • chris
    • May 17, 2004

30. Prior Year testing and change in testing definition of compensation

    By Richard Anderson, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Richard Anderson
    • May 21, 2004

31. Loan - Audit issue?

    By Guest bueler, May 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • FundeK
    • May 17, 2004

32. Audit

    By ErisaGeek, May 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • May 17, 2004

33. PEO Help.

    By Guest MSP, May 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 13, 2004

34. Successor Plan Question

    By Guest B'Etor, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • May 13, 2004

35. Trading restrictions on DC plans

    By Guest blizzake, May 13, 2004
    • 0 replies
    • 990 views
    • 
    • Guest
    • May 13, 2004

36. Hardship Withdrawals

    By Guest cynthiar, May 12, 2004
    • 11 replies
    • 2.2k views
    • 
    • TBob
    • May 14, 2004

37. top paid group election

    By PensionNewbee, May 12, 2004
    • 14 replies
    • 4.9k views
    • 
    • RTK
    • May 13, 2004

38. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • May 13, 2004

39. Common or Frequently used Formulas

    By K-t-F, May 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

40. Bonus Deferral

    By Guest cbp, May 12, 2004
    • 5 replies
    • 12.6k views
    • 
    • RTK
    • May 13, 2004

41. 27 Reasons to use current year testing

    By Guest Tbrown, May 12, 2004
    • 12 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • December 11, 2006

42. Coverage Testing in a Controlled Group

    By Archimage, May 11, 2004
    • 8 replies
    • 1.3k views
    • 
    • Archimage
    • May 11, 2004

43. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • May 18, 2004

44. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1k views
    • 
    • jstorch
    • May 10, 2004

45. Withdrawals from 401k beneficiary account

    By Guest Kemily, May 7, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • May 7, 2004

46. Must 401(k) Safe Harbors be made for all plans of an employer?

    By ERISA1, May 7, 2004
    • 0 replies
    • 943 views
    • 
    • ERISA1
    • May 7, 2004

47. Terminating a Non-Elective 401(k) Safe Harbor - Limitation on Successor Plan?

    By ERISA1, May 7, 2004
    • 0 replies
    • 1k views
    • 
    • ERISA1
    • May 7, 2004

48. 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

49. BRO-SIS CONTROLLED GROUP(3 companies 1 401(k))issues for new company and existing

    By Lori H, May 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • Lori H
    • May 7, 2004

50. Looking for advice- 401(k) plan with several employees having post-tax balance...

    By Guest jhilliard, May 6, 2004
    • 8 replies
    • 1.2k views
    • 
    • Harwood
    • May 7, 2004