401(k) Plans

19,319 topics in this forum

1. Shifting elective deferrals to the ACP test

   By jaemmons, August 21, 2003
   • 2 replies
   • 1.4k views
   • 
   • jaemmons
   • August 21, 2003

2. Nonresident alien as beneficiary

   By Guest halka, August 19, 2003
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • August 21, 2003

3. Coverage Testing in the year of an open enrollment

   By Guest HollyT, August 21, 2003
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • August 21, 2003

4. 401(k) NOT affect gateway?

   By Guest rickw, August 20, 2003
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • August 20, 2003

5. Updating Solo 401(k)s for GUST

   By dmb, August 20, 2003
   • 2 replies
   • 1.4k views
   • 
   • dmb
   • August 20, 2003

6. allocation of PS contribution for HCE's (timing)

   By k man, August 19, 2003
   • 6 replies
   • 1.7k views
   • 
   • R. Butler
   • August 20, 2003

7. ADP limits

   By Guest taj32z, August 19, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • August 20, 2003

8. Plan Administration Tracking Software

   By ErisaGeek, August 19, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • August 20, 2003

9. Must All Partners participate

   By jane123, August 19, 2003
   • 0 replies
   • 1.1k views
   • 
   • jane123
   • August 19, 2003

10. plan amendment and vesting

    By PensionNewbee, August 13, 2003
    • 7 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

11. USERRA and 401(k)

    By Guest DAL, August 19, 2003
    • 1 reply
    • 2k views
    • 
    • ccassetty
    • August 19, 2003

12. Compensation Test

    By Guest MEWilson, August 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 19, 2003

13. Mike Preston

    By Blinky the 3-eyed Fish, August 19, 2003
    • 0 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

14. Leased Employees

    By DTH, August 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • August 19, 2003

15. SEP and 401(k)

    By Earl, August 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • August 18, 2003

16. End-of-Year requirement for 401k?

    By Guest rickw, July 2, 2003
    • 19 replies
    • 5.8k views
    • 
    • Tom Poje
    • August 18, 2003

17. Distributions and Rollovers

    By Guest mrwentzel, August 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 15, 2003

18. Hardship Distributions and HIPAA

    By Guest blaum8, August 15, 2003
    • 3 replies
    • 3.3k views
    • 
    • ccassetty
    • August 15, 2003

19. termination and rehire

    By Guest koolkidd, August 15, 2003
    • 8 replies
    • 2.2k views
    • 
    • ccassetty
    • August 15, 2003

20. Administrative Expenses

    By austin3515, August 14, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • August 15, 2003

21. Pension -PBCG

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

22. Discretionary Match

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

23. Hardship verification

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

24. Help with TPA Error

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

25. 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

26. Safe Harbor Plan compensation

    By Guest cxs, August 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • four01kman
    • August 15, 2003

27. Reason For Hardship Withdrawal

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

28. 401(k) Plan

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

29. Coverage Test - Controlled Group

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

30. Late Deposit of 401(k) Deferrals

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

31. Safe Harbor Notice

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

32. Safe Harbor 401(k) Plans

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

33. participant directed investements

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

34. Eligibility for discretionary PS contribution

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

35. controlled group/affiliated service group

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

36. Excluded Employees - New Company

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

37. ASPA Question

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

38. Plan Post-merger

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

39. Disregarded Entities

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

40. 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

41. User Fees for Determination Letter

    By billfgrady, July 16, 2003
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2003

42. Plan Expenses

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

43. Terminate Safe Harbor mid-year?

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

44. Foreign employees

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

45. Top heavy aggregation

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

46. tiered match

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

47. Profit Sharing contribution

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

48. Frequency of Paper Statements?

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

49. SEP/401(k) combined limits

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

50. Employer Stock

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