401(k) Plans

19,516 topics in this forum

1. Record Retention

   By Guest Mike Schwing, October 30, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 31, 2003

2. Hardship Withdrawals makes plan Top Heavy

   By Guest willwork4shoes, October 30, 2003
   • 2 replies
   • 1.4k views
   • 
   • Mike Preston
   • October 30, 2003

3. Prohibited Transaction

   By Guest padmin, October 28, 2003
   • 12 replies
   • 2.5k views
   • 
   • KJohnson
   • October 30, 2003

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

   By fiona1, October 30, 2003
   • 1 reply
   • 1.2k views
   • 
   • KJohnson
   • October 30, 2003

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

   By Guest crgravitt, October 29, 2003
   • 3 replies
   • 1.5k views
   • 
   • MWeddell
   • October 30, 2003

6. Safe Harbor addoption dates

   By Guest carsonv, October 30, 2003
   • 1 reply
   • 1.1k views
   • 
   • chris
   • October 30, 2003

7. PRE-ERISA LIMITATIONS ON SALARY DEFERRALS

   By Guest JennaJones, October 29, 2003
   • 9 replies
   • 2.3k views
   • 
   • TCWalker
   • October 30, 2003

8. Fidleity Bonding in a Multiple Employer Plan

   By austin3515, October 29, 2003
   • 0 replies
   • 1.6k views
   • 
   • austin3515
   • October 29, 2003

9. wrong interest rate for participant loans.

   By wsp, October 29, 2003
   • 2 replies
   • 2.1k views
   • 
   • mbozek
   • October 29, 2003

10. MRD calculation date

    By Brian Gallagher, October 29, 2003
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • October 29, 2003

11. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • October 29, 2003

12. 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
    • 1.2k views
    • 
    • stephen
    • October 28, 2003

13. 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
    • 1.5k views
    • 
    • MWeddell
    • October 28, 2003

14. PEO and controlled group Issue(s)?

    By Guest tintree73, October 17, 2003
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • October 27, 2003

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

    By katieinny, October 27, 2003
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • October 27, 2003

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

    By Brian Gallagher, October 27, 2003
    • 3 replies
    • 2.9k views
    • 
    • KJohnson
    • October 27, 2003

17. Recoupment of overpayments made to deceased participant

    By Guest TroyRiley, October 26, 2003
    • 2 replies
    • 3.2k views
    • 
    • mbozek
    • October 27, 2003

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

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • October 25, 2003

19. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.6k views
    • 
    • Guest
    • October 24, 2003

20. Compensation defintions and automobiles

    By John A, October 24, 2003
    • 1 reply
    • 1.9k views
    • 
    • Harwood
    • October 24, 2003

21. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath, October 23, 2003
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • October 24, 2003

22. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • October 23, 2003

23. One employee who is Key Employee

    By Guest hpaine, October 21, 2003
    • 15 replies
    • 2.7k views
    • 
    • Tom Poje
    • October 23, 2003

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

    By mming, October 21, 2003
    • 5 replies
    • 2.7k views
    • 
    • Belgarath
    • October 23, 2003

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

    By Guest bonzo, October 21, 2003
    • 13 replies
    • 2.4k views
    • 
    • Brenda Wren
    • October 23, 2003

26. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.9k views
    • 
    • Guest
    • October 22, 2003

27. investment advisor over a portion of trust fund

    By k man, October 22, 2003
    • 1 reply
    • 1.3k views
    • 
    • ljr
    • October 22, 2003

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

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.9k views
    • 
    • Alf
    • October 22, 2003

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

    By Brian Gallagher, October 13, 2003
    • 4 replies
    • 1.7k views
    • 
    • Alf
    • October 22, 2003

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

    By pbarrett, October 21, 2003
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • October 22, 2003

31. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.6k views
    • 
    • k man
    • October 22, 2003

32. Unregistered Employer Securities

    By Guest JDL, July 24, 2003
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • October 22, 2003

33. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • October 21, 2003

34. Expense charges on my 401K plan

    By Guest rodeo618, October 21, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 21, 2003

35. SAR-SEP & 401(k)?

    By Guest hpaine, October 21, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 2003

36. rollover from SARSEP to 401k plan

    By Guest sritts, October 21, 2003
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • October 21, 2003

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

    By Brenda Wren, October 21, 2003
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • October 21, 2003

38. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

    By Jilliandiz, October 20, 2003
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • October 20, 2003

39. Distribution in 2002 paid from company account

    By Jim Chad, October 17, 2003
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • October 20, 2003

40. What would you do if .......?

    By GBurns, October 20, 2003
    • 0 replies
    • 1.4k views
    • 
    • GBurns
    • October 20, 2003

41. first year testing

    By Earl, October 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • October 17, 2003

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

    By Guest Cookiemonster, October 17, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 17, 2003

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

    By Guest ETodd, October 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • October 16, 2003

44. 403(b) as "successor" to terminating 401(k) plan

    By Guest APierce, October 13, 2003
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 16, 2003

45. 401(k): Are you planning on matching employee contributions this year?

    By Guest Dave Hold, October 16, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 16, 2003

46. Required Minimum Distribution

    By Guest CCarter, October 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • October 15, 2003

47. HCE Aggregation and Coverage Transition

    By Gruegen, October 15, 2003
    • 0 replies
    • 1.6k views
    • 
    • Gruegen
    • October 15, 2003

48. Dual Eligibility with ADP/ACP Safe Harbor?

    By Guest noelwolfe, October 14, 2003
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • October 15, 2003

49. 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
    • 1.5k views
    • 
    • Guest
    • October 15, 2003

50. Contributions, splits and buys

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 15, 2003