401(k) Plans

19,299 topics in this forum

1. Pension -PBCG

   By Guest DDDlump, August 15, 2003
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • August 15, 2003

2. Discretionary Match

   By DP, August 13, 2003
   • 11 replies
   • 2.3k views
   • 
   • DP
   • August 15, 2003

3. Hardship verification

   By Guest jhilliard, August 15, 2003
   • 1 reply
   • 1.5k views
   • 
   • Theresa Lynn
   • August 15, 2003

4. Help with TPA Error

   By Guest MaryMac, August 13, 2003
   • 8 replies
   • 2.1k views
   • 
   • ljr
   • August 15, 2003

5. Do we need a brand new plan?

   By Guest pjb, August 14, 2003
   • 6 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • August 15, 2003

6. Safe Harbor Plan compensation

   By Guest cxs, August 14, 2003
   • 2 replies
   • 1.1k views
   • 
   • four01kman
   • August 15, 2003

7. Reason For Hardship Withdrawal

   By Guest ROB VIDOVICH, August 12, 2003
   • 3 replies
   • 2.1k views
   • 
   • MWeddell
   • August 14, 2003

8. 401(k) Plan

   By Guest marklouis, August 13, 2003
   • 1 reply
   • 1.2k views
   • 
   • MWeddell
   • August 14, 2003

9. Coverage Test - Controlled Group

   By Guest tbyrd, August 12, 2003
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • August 14, 2003

10. Late Deposit of 401(k) Deferrals

    By MarZDoates, August 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 2003

11. Safe Harbor Notice

    By Brian Gallagher, August 13, 2003
    • 4 replies
    • 1.1k views
    • 
    • pmacduff
    • August 13, 2003

12. Safe Harbor 401(k) Plans

    By J. Bringhurst, July 25, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2003

13. participant directed investements

    By MJ Hartman, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2003

14. Eligibility for discretionary PS contribution

    By JDuns, August 8, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 13, 2003

15. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 13, 2003

16. Excluded Employees - New Company

    By Guest tbyrd, August 12, 2003
    • 0 replies
    • 972 views
    • 
    • Guest
    • August 12, 2003

17. ASPA Question

    By stevena, August 12, 2003
    • 8 replies
    • 2.8k views
    • 
    • david rigby
    • August 12, 2003

18. Plan Post-merger

    By Guest blackacre, August 11, 2003
    • 3 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

19. Disregarded Entities

    By Guest mcw, August 8, 2003
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • August 12, 2003

20. Plan with last day requirement allocates match throughout year, permi

    By Guest LMalone, April 20, 2001
    • 15 replies
    • 6.2k views
    • 
    • EGB
    • August 11, 2003

21. User Fees for Determination Letter

    By billfgrady, July 16, 2003
    • 9 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2003

22. Plan Expenses

    By Guest jhilliard, August 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • August 8, 2003

23. Terminate Safe Harbor mid-year?

    By wmyer, August 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 8, 2003

24. Foreign employees

    By Guest Jose Rosario, August 5, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 7, 2003

25. Top heavy aggregation

    By Guest jim williams, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Tom Poje
    • August 7, 2003

26. tiered match

    By FJR, August 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • g8r
    • August 7, 2003

27. Profit Sharing contribution

    By Guest erisa15, August 6, 2003
    • 1 reply
    • 951 views
    • 
    • RTK
    • August 6, 2003

28. Frequency of Paper Statements?

    By Guest jmarini, August 6, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2003

29. SEP/401(k) combined limits

    By steve-o, August 6, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • August 6, 2003

30. Employer Stock

    By Guest THess, July 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • August 6, 2003

31. Late contribution of deferrals

    By Guest jmlumpkin, August 5, 2003
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2003

32. Basic Safe Harbor Question

    By pbarrett, August 5, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • August 5, 2003

33. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 2.9k views
    • 
    • KJohnson
    • August 5, 2003

34. 401(k) limit

    By Guest TTATE, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2003

35. Hardship w/d on top of loans

    By pbarrett, August 2, 2003
    • 3 replies
    • 1.2k views
    • 
    • pbarrett
    • August 4, 2003

36. Top Heavy Age Weighted Plan

    By Guest tcunagin, August 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • August 4, 2003

37. Catch-up Contributions and the "Employer Provided Limit"

    By Guest wolfman, December 5, 2001
    • 11 replies
    • 2.9k views
    • 
    • Dawn Hafner
    • August 4, 2003

38. Catch-up contribution and 415 limit

    By Sully, August 1, 2003
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • August 4, 2003

39. HCE counted as eligible for deferral?

    By Guest arlrads, August 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 4, 2003

40. ADP/ACP Testing

    By DTH, August 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • August 4, 2003

41. HCE determination in merged 401(k) plans

    By Guest Diane DuFresne, March 5, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 4, 2003

42. Terminating safe harbor plan

    By Guest Ashley, July 31, 2003
    • 1 reply
    • 1.9k views
    • 
    • ErisaGeek
    • August 1, 2003

43. Excluding part-time employees

    By Brian Gallagher, July 31, 2003
    • 13 replies
    • 4.3k views
    • 
    • Guest
    • August 1, 2003

44. Excluding class of employees

    By Brian Gallagher, July 31, 2003
    • 1 reply
    • 1.3k views
    • 
    • ccassetty
    • August 1, 2003

45. Waiver of Participation

    By billfgrady, April 4, 2003
    • 36 replies
    • 17k views
    • 
    • g8r
    • August 1, 2003

46. Automatic Enrollment & Liability

    By Guest jhilliard, July 31, 2003
    • 4 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • July 31, 2003

47. Life Insurance in retirement plan

    By Guest jhilliard, July 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • ccassetty
    • July 31, 2003

48. Term Profit Sharing/Keep 401(k)??!??

    By Guest Powers, July 28, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • July 31, 2003

49. operational error?

    By Guest jfp, July 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • J. Bringhurst
    • July 31, 2003

50. Merger of 401(k) with ESOP

    By J. Bringhurst, July 30, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 30, 2003