401(k) Plans

19,333 topics in this forum

1. trustee indemnification

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

2. Safe Harbor and PEO plans

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

3. Lost Participants and Reasonable Efforts

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

4. 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

5. 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

6. Last Day Rule Issue

   By Guest slufoot2000, May 20, 2004
   • 14 replies
   • 3.2k views
   • 
   • Guest
   • May 20, 2004

7. Adopting Employer no longer wants to have plan

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

8. ASGs and Surgery Centers

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

9. 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

10. hardship medical expenses

    By k man, May 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • May 19, 2004

11. NSCC Trading

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

12. spd disclosure

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

13. HCE determination

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

14. Safe-harbor 401k plan distribution

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

15. Audit

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

16. Loan - Audit issue?

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

17. Hardship Withdrawals

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

18. Successor Plan Question

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

19. PEO Help.

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

20. top paid group election

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

21. Bonus Deferral

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

22. TPA Fee

    By K-t-F, April 27, 2004
    • 3 replies
    • 4.5k views
    • 
    • alanm
    • May 13, 2004

23. What software used for 401(k) plans? Satisfied?

    By Guest marciab, April 22, 2004
    • 6 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • May 13, 2004

24. Trading restrictions on DC plans

    By Guest blizzake, May 13, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 13, 2004

25. 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

26. Common or Frequently used Formulas

    By K-t-F, May 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

27. Coverage Testing in a Controlled Group

    By Archimage, May 11, 2004
    • 8 replies
    • 1.4k views
    • 
    • Archimage
    • May 11, 2004

28. Went to a Corbel conference....

    By stevena, May 4, 2004
    • 11 replies
    • 2.1k views
    • 
    • mbozek
    • May 11, 2004

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

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

30. In-service distribution

    By PensionNewbee, May 6, 2004
    • 6 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • May 10, 2004

31. Individual HCE allocation groups in XT 401k

    By Guest NiceGuyMike, April 28, 2004
    • 12 replies
    • 2.9k views
    • 
    • WDIK
    • May 10, 2004

32. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • jquazza
    • May 10, 2004

33. Top paid group election and union employees

    By Earl, May 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2004

34. Withdrawals from 401k beneficiary account

    By Guest Kemily, May 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • May 7, 2004

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

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

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

    By ERISA1, May 7, 2004
    • 0 replies
    • 1.1k views
    • 
    • ERISA1
    • May 7, 2004

37. 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

38. 401(k) Plan, with fully vested PS provision and no match provision

    By msmith, May 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2004

39. 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

40. affiliated service group?

    By PensionNewbee, April 26, 2004
    • 11 replies
    • 3k views
    • 
    • PensionNewbee
    • May 6, 2004

41. Compensation definition and deferrals

    By Guest phyphy, May 5, 2004
    • 5 replies
    • 2k views
    • 
    • g8r
    • May 6, 2004

42. Does a QNEC also satisfy top heavy?

    By Guest Sponias, May 5, 2004
    • 1 reply
    • 4.9k views
    • 
    • Mike Preston
    • May 5, 2004

43. Reducing employer match formula at midyear?

    By Guest pmetallic, May 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • May 5, 2004

44. ..is there a bigger waste of our time than the schedule D?

    By MR, May 4, 2004
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 4, 2004

45. USERRA Two weeks training without pay

    By Guest mmc, May 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 4, 2004

46. USERRA & company contribs

    By Brian Gallagher, November 1, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 4, 2004

47. Cleint refuses to give us Sch. C

    By TPAVP, April 30, 2004
    • 7 replies
    • 1.7k views
    • 
    • TPAVP
    • May 4, 2004

48. charging fees only to terminated participants

    By MR, May 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MR
    • May 3, 2004

49. Legal protection from lawsuits?

    By Guest mlee, April 30, 2004
    • 5 replies
    • 1.9k views
    • 
    • Lame Duck
    • May 3, 2004

50. Failure to withhold 401(k)

    By Guest cosmo01, April 28, 2004
    • 6 replies
    • 2k views
    • 
    • Earl
    • May 1, 2004