401(k) Plans

19,319 topics in this forum

1. Late contribution of deferrals

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

2. Basic Safe Harbor Question

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

3. Terminating and successor plans

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

4. 401(k) limit

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

5. Hardship w/d on top of loans

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

6. Top Heavy Age Weighted Plan

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

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

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

8. Catch-up contribution and 415 limit

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

9. HCE counted as eligible for deferral?

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

10. ADP/ACP Testing

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

11. HCE determination in merged 401(k) plans

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

12. Terminating safe harbor plan

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

13. Excluding part-time employees

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

14. Excluding class of employees

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

15. Waiver of Participation

    By billfgrady, April 4, 2003
    • 36 replies
    • 17.1k views
    • 
    • g8r
    • August 1, 2003

16. Automatic Enrollment & Liability

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

17. Life Insurance in retirement plan

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

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

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

19. operational error?

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

20. Merger of 401(k) with ESOP

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

21. Illegal withdraw of 401k funds

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

22. 401(a)(17) and calculation of match

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

23. Top Heavy Minimum

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

24. Safe harbor

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

25. Merging MP and PS Plans

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

26. Transfer of assets between qualified and nq plan

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

27. Excess Deferrals

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

28. 2 companies/2 plans?

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

29. Catch up Contributions in Failed ADP Test

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

30. Tracking Parties in Interest

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

31. Vesting service for previously excluded employees

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

32. Fees vs. Sanctions

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

33. Determ Letters

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

34. Need ideas for client feedback.

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

35. New 401k Regs

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

36. 401(k)

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

37. Safe Harbor 401(k) Plan

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

38. Catch-ups

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

39. Top Heavy Contribution

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

40. 401(k) and pension

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

41. Litigation proceeds

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

42. Benefit Claims Procedures

    By Guest koolkid, May 10, 2002
    • 10 replies
    • 3k views
    • 
    • Guest
    • July 23, 2003

43. Forfeiture restoration by source?

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

44. Eliminating 401(k)

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

45. Safe Harbor contribution reduction by prior excess

    By Guest crosseyedtester, July 2, 2003
    • 5 replies
    • 2k views
    • 
    • Earl
    • July 19, 2003

46. Distribution ?

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

47. Employee enrollment

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

48. Mergers

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

49. Sole Proprietor Incorporates

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

50. After Tax Contribution in Safe Harbor Plan

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