401(k) Plans

19,321 topics in this forum

1. MRD calculation date

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

2. Possible forged spouse signature

   By Guest Kriso, October 29, 2003
   • 12 replies
   • 5.2k views
   • 
   • doombuggy
   • November 11, 2003

3. Employer Current Trends

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

4. Prohibited Transaction

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

5. 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

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

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

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

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

8. Recoupment of overpayments made to deceased participant

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

9. Compensation defintions and automobiles

   By John A, October 24, 2003
   • 1 reply
   • 1.5k views
   • 
   • Harwood
   • October 24, 2003

10. Bermuda plan administered in US?

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

11. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath, October 23, 2003
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • October 24, 2003

12. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • October 24, 2003

13. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.2k views
    • 
    • david rigby
    • October 23, 2003

14. 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

15. investment advisor over a portion of trust fund

    By k man, October 22, 2003
    • 1 reply
    • 1k views
    • 
    • ljr
    • October 22, 2003

16. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • October 25, 2003

17. From which source in a 401(k) can insurance premiums be paid from?

    By mming, October 21, 2003
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • October 23, 2003

18. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 21, 2003

19. What impact do forfeitures have with the 415 limit?

    By pbarrett, October 21, 2003
    • 5 replies
    • 1.6k views
    • 
    • R. Butler
    • October 22, 2003

20. SAR-SEP & 401(k)?

    By Guest hpaine, October 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 21, 2003

21. Expense charges on my 401K plan

    By Guest rodeo618, October 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 2003

22. Top Heavy Safe Harbor Plan with early eligibility for deferrals only

    By Brenda Wren, October 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 21, 2003

23. One employee who is Key Employee

    By Guest hpaine, October 21, 2003
    • 15 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 23, 2003

24. rollover from SARSEP to 401k plan

    By Guest sritts, October 21, 2003
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • October 21, 2003

25. In a safe-harbor plan, do you even need to get compensation?

    By Guest bonzo, October 21, 2003
    • 13 replies
    • 1.9k views
    • 
    • Brenda Wren
    • October 23, 2003

26. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

    By Jilliandiz, October 20, 2003
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • October 20, 2003

27. Solo 401(k) plan "administration."

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.7k views
    • 
    • Alf
    • October 22, 2003

28. What would you do if .......?

    By GBurns, October 20, 2003
    • 0 replies
    • 1.1k views
    • 
    • GBurns
    • October 20, 2003

29. first year testing

    By Earl, October 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • October 17, 2003

30. PEO and controlled group Issue(s)?

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

31. Eligibility… Is a person eligible to contribute to a 401(k)?

    By Guest Cookiemonster, October 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 17, 2003

32. Distribution in 2002 paid from company account

    By Jim Chad, October 17, 2003
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • October 20, 2003

33. Can ayone instruct me on how to use the BenefitsLink SEARCH ?

    By Guest ETodd, October 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • October 16, 2003

34. 401(k): Are you planning on matching employee contributions this year?

    By Guest Dave Hold, October 16, 2003
    • 0 replies
    • 925 views
    • 
    • Guest
    • October 16, 2003

35. Required Minimum Distribution

    By Guest CCarter, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • October 15, 2003

36. HCE Aggregation and Coverage Transition

    By Gruegen, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • October 15, 2003

37. Hardship Withdrawal vs. Bridge loan for two mortgages (new house and old house that has not yet sold).

    By Guest CRA, October 15, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 2003

38. 2-Loan Limit, Participant Pays Off 1 Loan, Obtains New Loan and Payoff Check Bounces

    By Guest rocnrols2, October 15, 2003
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • March 26, 2004

39. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • October 22, 2003

40. Can a participant defer workers comp pay?

    By fiona1, October 14, 2003
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • October 14, 2003

41. Contributions, splits and buys

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2003

42. Dual Eligibility with ADP/ACP Safe Harbor?

    By Guest noelwolfe, October 14, 2003
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • October 15, 2003

43. 403(b) as "successor" to terminating 401(k) plan

    By Guest APierce, October 13, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 16, 2003

44. Target Benefit Merger

    By Guest Ashley, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 13, 2003

45. What to do with earnings that Insurance Company won't return

    By jkharvey, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 13, 2003

46. Changing plan year end from 12/30 to 12/31

    By Brian Gallagher, October 13, 2003
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • October 22, 2003

47. HCE - Look back Period?

    By Guest jkrad, October 10, 2003
    • 1 reply
    • 2.1k views
    • 
    • ccassetty
    • October 10, 2003

48. Partner not 100% vested

    By nancy, October 9, 2003
    • 2 replies
    • 1.4k views
    • 
    • Harwood
    • October 9, 2003

49. Refund of contributions from ineligible participant

    By Guest ljansen, October 9, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 10, 2003

50. Death Benefits rollable?

    By Guest jhilliard, October 9, 2003
    • 1 reply
    • 1k views
    • 
    • Lori Foresz
    • October 9, 2003