401(k) Plans

19,413 topics in this forum

1. 3% Non-Elective Contr.

   By Guest penman, September 4, 2003
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • September 5, 2003

2. Bankruptcy

   By Felicia, September 4, 2003
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • September 4, 2003

3. 404 deduction limits with a LLP

   By Guest andylarson, September 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 4, 2003

4. Hardship Withdrawal

   By Guest tlemaster, September 2, 2003
   • 12 replies
   • 3k views
   • 
   • Guest
   • September 4, 2003

5. key employee due to attribution

   By MJ Hartman, September 3, 2003
   • 8 replies
   • 3.5k views
   • 
   • Guest
   • September 4, 2003

6. 401(k) distributions upon death

   By Guest Fuzzy, September 4, 2003
   • 4 replies
   • 1.5k views
   • 
   • R. Butler
   • September 4, 2003

7. 401k Plans

   By Guest dstran, September 4, 2003
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • September 4, 2003

8. 401(k) Written Plan Document

   By Guest SCUDDESLER, September 3, 2003
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • September 3, 2003

9. attribution

   By Guest carsonv, September 2, 2003
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • September 2, 2003

10. Aggregation & 401(k)

    By R. Butler, August 29, 2003
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • August 29, 2003

11. Merger of 401(k) Plans Mid-Year

    By Guest abrandw, August 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2003

12. ADP and fiscal year

    By Guest moosegirl, August 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 29, 2003

13. Participant Loan Age Limit

    By austin3515, August 26, 2003
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • August 29, 2003

14. Uni-k for a partner in partnership

    By Guest LTurner, August 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • August 29, 2003

15. Safe harbor

    By Guest jsinchi, August 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

16. Adding DB to 401(K)

    By pbarrett, July 30, 2003
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • August 28, 2003

17. does this constitute a controlled group?

    By Lori H, August 27, 2003
    • 1 reply
    • 1k views
    • 
    • actuarysmith
    • August 28, 2003

18. Profit Sharing as a Top Heavy Contrib

    By Brian Gallagher, August 28, 2003
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • August 28, 2003

19. new safe harbor 401k

    By Guest LTurner, August 28, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 28, 2003

20. Confused about coverage testing

    By Guest DIGMYDOG, August 27, 2003
    • 5 replies
    • 3k views
    • 
    • Tom Poje
    • August 28, 2003

21. Safe Harbor Question

    By Archimage, August 26, 2003
    • 13 replies
    • 1.7k views
    • 
    • Archimage
    • August 28, 2003

22. Top Heavy

    By Guest yarpstel, August 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • jaemmons
    • August 27, 2003

23. Suspension of 401(k) contributions

    By Guest Giovanni, August 27, 2003
    • 1 reply
    • 1.2k views
    • 
    • MJ Hartman
    • August 27, 2003

24. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • August 27, 2003

25. 401 K control group issue

    By Guest muzz, August 27, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 27, 2003

26. $5,000 Force-out

    By Guest koolkidd, August 26, 2003
    • 5 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

27. MP merged into PS plan

    By Guest tws, August 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

28. Prohibited Transaction

    By Guest LTurner, August 25, 2003
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 2003

29. adp test, new plan spin-off

    By Guest carsonv, August 21, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 2003

30. Trading Errors

    By austin3515, August 25, 2003
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • August 26, 2003

31. 401(k) Safe Harbor Hardship Withdrawals

    By Guest rocnrols2, August 26, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 26, 2003

32. 5500 disclosure

    By Guest oxdougw, August 25, 2003
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • August 25, 2003

33. Rollover IRA and EGTRRA

    By Gilmore, August 23, 2003
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • August 25, 2003

34. PEO / Distribution

    By Guest kgsingletary, August 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • August 25, 2003

35. DC/DB survey information

    By Guest jhilliard, August 25, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 25, 2003

36. Top heavy vesting

    By Guest Toni Jo, August 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • R. Butler
    • August 23, 2003

37. PEO's

    By MR, August 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • August 23, 2003

38. Dual Elig Match Calculation

    By Guest LoloV, August 6, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2003

39. Distribute or Transfer

    By Guest philc, August 22, 2003
    • 0 replies
    • 955 views
    • 
    • Guest
    • August 22, 2003

40. Conduit IRA into 401(k)

    By Guest notnimbaab, August 22, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 22, 2003

41. Form 5500, Audit requirement

    By Guest cfspr, August 8, 2003
    • 6 replies
    • 2.4k views
    • 
    • E as in ERISA
    • August 22, 2003

42. Sell of Division

    By Guest TAR, August 22, 2003
    • 0 replies
    • 968 views
    • 
    • Guest
    • August 22, 2003

43. Blackout Notice

    By nancy, August 21, 2003
    • 6 replies
    • 1.6k views
    • 
    • Harwood
    • August 22, 2003

44. Beneficiary Designations

    By steve-o, August 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 21, 2003

45. Shifting elective deferrals to the ACP test

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

46. Nonresident alien as beneficiary

    By Guest halka, August 19, 2003
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 21, 2003

47. Coverage Testing in the year of an open enrollment

    By Guest HollyT, August 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • August 21, 2003

48. 401(k) NOT affect gateway?

    By Guest rickw, August 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • August 20, 2003

49. Updating Solo 401(k)s for GUST

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

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

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