401(k) Plans

19,299 topics in this forum

1. How much notice must be given to plan participants when changing match or profit sharing allocation?

   By Guest jhilliard, November 11, 2003
   • 2 replies
   • 1.1k views
   • 
   • WDIK
   • November 11, 2003

2. RMD-Model Amendment

   By Guest OHH, November 11, 2003
   • 0 replies
   • 999 views
   • 
   • Guest
   • November 11, 2003

3. Former Participants Rehired

   By DP, November 11, 2003
   • 1 reply
   • 1.2k views
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   • E as in ERISA
   • November 11, 2003

4. Safe Harbor Stacked Match

   By Gilmore, November 11, 2003
   • 0 replies
   • 1.7k views
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   • Gilmore
   • November 11, 2003

5. First year comp for ADP testing

   By dmb, November 11, 2003
   • 2 replies
   • 1.2k views
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   • dmb
   • November 11, 2003

6. Hardship distributions for union employees

   By Stevo-PDX, November 11, 2003
   • 1 reply
   • 1.1k views
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   • MWeddell
   • November 11, 2003

7. Safe Harbor PlanTwo-Year Wait?

   By ljr, November 10, 2003
   • 2 replies
   • 1.5k views
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   • Guest
   • November 10, 2003

8. Trust Deed

   By Lori Foresz, November 10, 2003
   • 0 replies
   • 1k views
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   • Lori Foresz
   • November 10, 2003

9. Can anyone direct me to a sample copy of a Safe Harbor Notice?

   By Guest Michael Anderson, November 10, 2003
   • 1 reply
   • 1.2k views
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   • pmacduff
   • November 10, 2003

10. SAS70 Question

    By bzorc, November 7, 2003
    • 2 replies
    • 1.5k views
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    • bzorc
    • November 10, 2003

11. Is an annual 401k Safe Harbor Notice required?

    By four01kman, November 10, 2003
    • 1 reply
    • 1.3k views
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    • Blinky the 3-eyed Fish
    • November 10, 2003

12. Different Conributions Based on Marital Status

    By Guest MDG, November 4, 2003
    • 4 replies
    • 1.4k views
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    • Guest
    • November 10, 2003

13. Age 50-plus catch-up contribution question

    By Guest Kola, November 6, 2003
    • 4 replies
    • 2.5k views
    • 
    • Mike Preston
    • November 9, 2003

14. Starting a 401(k) for a doctor with 2 different corporate entities

    By Guest pmetallic, November 7, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2003

15. Testing failure of terminated HCE...

    By Guest RONNIE WASEL, November 6, 2003
    • 2 replies
    • 1.5k views
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    • ccassetty
    • November 7, 2003

16. What's the solution when it's discovered that the amount deducted for 2002 exceeded the HCE's deferral amount?

    By katieinny, November 4, 2003
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2003

17. Pre-programming deferral rate increases. Anyone know of a provider or plan doing it?

    By Guest btooz, October 31, 2003
    • 3 replies
    • 1.5k views
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    • Guest
    • November 6, 2003

18. Loans -- Leave of Absence

    By Archimage, November 6, 2003
    • 7 replies
    • 4k views
    • 
    • Archimage
    • November 6, 2003

19. Safe Harbor Plan and Short Plan Year

    By Guest AndyL, November 4, 2003
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 6, 2003

20. Hospital based physicians/affiliated service group

    By Guest mcw, November 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 5, 2003

21. Safe Harbor rides again

    By pmacduff, November 5, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • November 5, 2003

22. What's up with the IRS and their apparent 180 on Safe Harbor plans?

    By Brenda Wren, November 3, 2003
    • 9 replies
    • 1.8k views
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    • KJohnson
    • November 5, 2003

23. Testing issues-President of Co, but not employee - Controlled group of corps

    By Guest cosmo01, November 4, 2003
    • 7 replies
    • 1.3k views
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    • Brian Gallagher
    • November 5, 2003

24. Plan Loan for Personal Residence--Loan Proceeds Stolen

    By Guest NPWA, November 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • November 5, 2003

25. Deduction Limit & Floor/offset arrangements

    By Guest Ddalk, November 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2003

26. Bermuda plan administered in US?

    By Guest jhilliard, October 24, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • November 5, 2003

27. Participation by Foreign Nationals

    By Guest Bahrman, October 31, 2003
    • 4 replies
    • 7.3k views
    • 
    • IRC401
    • November 5, 2003

28. change in vesting method

    By Guest EDSAADE, November 3, 2003
    • 6 replies
    • 1.6k views
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    • Brian Gallagher
    • November 4, 2003

29. Year End Amendments

    By Guest Bud, October 31, 2003
    • 1 reply
    • 1.1k views
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    • mbozek
    • October 31, 2003

30. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • October 31, 2003

31. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.6k views
    • 
    • stephen
    • October 31, 2003

32. Service question

    By Guest qualified plan, October 29, 2003
    • 10 replies
    • 1.8k views
    • 
    • R. Butler
    • October 31, 2003

33. contributions

    By Guest selftaught, October 30, 2003
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • October 31, 2003

34. Record Retention

    By Guest Mike Schwing, October 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2003

35. Hardship Withdrawals makes plan Top Heavy

    By Guest willwork4shoes, October 30, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 30, 2003

36. Prohibited Transaction

    By Guest padmin, October 28, 2003
    • 12 replies
    • 2.1k views
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    • KJohnson
    • October 30, 2003

37. One to One QNEC question relating to bargaining/nonbargaining

    By fiona1, October 30, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • October 30, 2003

38. Can a V.P./plan participant receive commissions off his own plan?

    By Guest crgravitt, October 29, 2003
    • 3 replies
    • 1.3k views
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    • MWeddell
    • October 30, 2003

39. Safe Harbor addoption dates

    By Guest carsonv, October 30, 2003
    • 1 reply
    • 960 views
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    • chris
    • October 30, 2003

40. PRE-ERISA LIMITATIONS ON SALARY DEFERRALS

    By Guest JennaJones, October 29, 2003
    • 9 replies
    • 1.6k views
    • 
    • TCWalker
    • October 30, 2003

41. Fidleity Bonding in a Multiple Employer Plan

    By austin3515, October 29, 2003
    • 0 replies
    • 1.3k views
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    • austin3515
    • October 29, 2003

42. wrong interest rate for participant loans.

    By wsp, October 29, 2003
    • 2 replies
    • 1.8k views
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    • mbozek
    • October 29, 2003

43. MRD calculation date

    By Brian Gallagher, October 29, 2003
    • 1 reply
    • 1.4k views
    • 
    • Harwood
    • October 29, 2003

44. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.5k views
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    • Brian Gallagher
    • October 29, 2003

45. Can a participant's benefit in an ESOP be diversified into his/her profit sharing plan of same employer?

    By Guest jhilliard, October 27, 2003
    • 2 replies
    • 1k views
    • 
    • stephen
    • October 28, 2003

46. One big plan with many divisions now has to have one of the divisions separated into its own plan. Need help.

    By Guest DIGMYDOG, October 22, 2003
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • October 28, 2003

47. PEO and controlled group Issue(s)?

    By Guest tintree73, October 17, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • October 27, 2003

48. Okay to start up a new 401(k) now?

    By katieinny, October 27, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • October 27, 2003

49. MRD's--spousal consent and hangers on

    By Brian Gallagher, October 27, 2003
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • October 27, 2003

50. Recoupment of overpayments made to deceased participant

    By Guest TroyRiley, October 26, 2003
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • October 27, 2003