401(k) Plans

19,337 topics in this forum

1. Top Heavy Age Weighted Plan

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

2. Hardship w/d on top of loans

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

3. 401(k) limit

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

4. Catch-up contribution and 415 limit

   By Sully, August 1, 2003
   • 5 replies
   • 2.2k views
   • 
   • E as in ERISA
   • August 4, 2003

5. ADP/ACP Testing

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

6. Terminating safe harbor plan

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

7. Excluding class of employees

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

8. Excluding part-time employees

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

9. Life Insurance in retirement plan

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

10. Automatic Enrollment & Liability

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

11. operational error?

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

12. Merger of 401(k) with ESOP

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

13. Merging MP and PS Plans

    By MBCarey, July 30, 2003
    • 8 replies
    • 1.4k views
    • 
    • E as in ERISA
    • July 30, 2003

14. Top Heavy Minimum

    By nancy, July 30, 2003
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

15. Adding DB to 401(K)

    By pbarrett, July 30, 2003
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

16. Excess Deferrals

    By MBCarey, July 29, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • July 29, 2003

17. Transfer of assets between qualified and nq plan

    By Guest SamFischer, July 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 30, 2003

18. Safe harbor

    By Guest jim williams, July 29, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 2003

19. 2 companies/2 plans?

    By Guest Michael Anderson, July 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • July 28, 2003

20. Catch up Contributions in Failed ADP Test

    By Guest KMP, July 28, 2003
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • July 28, 2003

21. Illegal withdraw of 401k funds

    By Guest loconnell, July 28, 2003
    • 6 replies
    • 2.4k views
    • 
    • Harwood
    • July 30, 2003

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

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

23. Tracking Parties in Interest

    By Guest halka, July 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • JohnCheek
    • July 26, 2003

24. Safe Harbor 401(k) Plans

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

25. Employer Stock

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

26. Fees vs. Sanctions

    By Guest Jose Rosario, July 25, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2003

27. Unregistered Employer Securities

    By Guest JDL, July 24, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 22, 2003

28. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.4k views
    • 
    • mbozek
    • July 25, 2003

29. Catch-ups

    By Guest pjb, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • July 24, 2003

30. Safe Harbor 401(k) Plan

    By ErisaGeek, July 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • July 24, 2003

31. Vesting service for previously excluded employees

    By JDuns, July 24, 2003
    • 6 replies
    • 3.4k views
    • 
    • ccassetty
    • July 26, 2003

32. Need ideas for client feedback.

    By stevena, July 24, 2003
    • 5 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • July 25, 2003

33. 401(a)(17) and calculation of match

    By Guest APierce, July 24, 2003
    • 15 replies
    • 9.3k views
    • 
    • R. Butler
    • July 30, 2003

34. Top Heavy Contribution

    By MBCarey, July 24, 2003
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • July 24, 2003

35. Litigation proceeds

    By Guest agsmith, July 23, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 23, 2003

36. What's the deadline for making a profit sharing plan contribution for a calendar year plan?

    By Guest soupsmp, July 22, 2003
    • 13 replies
    • 24.4k views
    • 
    • mbozek
    • September 12, 2003

37. Eliminating 401(k)

    By Guest lucylucy, July 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 22, 2003

38. Forfeiture restoration by source?

    By John A, July 22, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • July 22, 2003

39. 401(k) and pension

    By Guest cgiebel, July 22, 2003
    • 5 replies
    • 1.9k views
    • 
    • Harwood
    • July 23, 2003

40. Determ Letters

    By Guest Ashley, July 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

41. 401(k)

    By Guest ACE, July 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 24, 2003

42. Employee enrollment

    By Guest jmlumpkin, July 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • July 18, 2003

43. Distribution ?

    By Guest rachd, July 18, 2003
    • 7 replies
    • 4.2k views
    • 
    • Harwood
    • July 18, 2003

44. Mergers

    By Guest Thornton, July 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 18, 2003

45. Sole Proprietor Incorporates

    By Guest amm19, July 18, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2003

46. After Tax Contribution in Safe Harbor Plan

    By Guest Alwaysthinking, July 18, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 18, 2003

47. Determination Letter Question

    By Scott, July 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • chris
    • July 17, 2003

48. Prototype document for union employees

    By Guest Diane DuFresne, July 17, 2003
    • 0 replies
    • 957 views
    • 
    • Guest
    • July 17, 2003

49. Impact of Final Regs on Catch-up

    By Guest CRC02, July 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • July 18, 2003

50. Participant Statements

    By Guest TLCPension, July 17, 2003
    • 4 replies
    • 1.3k views
    • 
    • Harwood
    • July 17, 2003