401(k) Plans

19,451 topics in this forum

1. Participant Loan Age Limit

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

2. Uni-k for a partner in partnership

   By Guest LTurner, August 28, 2003
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • August 29, 2003

3. Safe harbor

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

4. Adding DB to 401(K)

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

5. does this constitute a controlled group?

   By Lori H, August 27, 2003
   • 1 reply
   • 1.1k views
   • 
   • actuarysmith
   • August 28, 2003

6. Profit Sharing as a Top Heavy Contrib

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

7. new safe harbor 401k

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

8. Confused about coverage testing

   By Guest DIGMYDOG, August 27, 2003
   • 5 replies
   • 3.1k views
   • 
   • Tom Poje
   • August 28, 2003

9. Safe Harbor Question

   By Archimage, August 26, 2003
   • 13 replies
   • 1.8k views
   • 
   • Archimage
   • August 28, 2003

10. Top Heavy

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

11. Suspension of 401(k) contributions

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

12. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • August 27, 2003

13. 401 K control group issue

    By Guest muzz, August 27, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 27, 2003

14. $5,000 Force-out

    By Guest koolkidd, August 26, 2003
    • 5 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

15. MP merged into PS plan

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

16. Prohibited Transaction

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

17. adp test, new plan spin-off

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

18. Trading Errors

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

19. 401(k) Safe Harbor Hardship Withdrawals

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

20. 5500 disclosure

    By Guest oxdougw, August 25, 2003
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 25, 2003

21. Rollover IRA and EGTRRA

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

22. PEO / Distribution

    By Guest kgsingletary, August 25, 2003
    • 3 replies
    • 1.8k views
    • 
    • Alf
    • August 25, 2003

23. DC/DB survey information

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

24. Top heavy vesting

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

25. PEO's

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

26. Dual Elig Match Calculation

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

27. Distribute or Transfer

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

28. Conduit IRA into 401(k)

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

29. Form 5500, Audit requirement

    By Guest cfspr, August 8, 2003
    • 6 replies
    • 2.5k views
    • 
    • E as in ERISA
    • August 22, 2003

30. Sell of Division

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

31. Blackout Notice

    By nancy, August 21, 2003
    • 6 replies
    • 1.7k views
    • 
    • Harwood
    • August 22, 2003

32. Beneficiary Designations

    By steve-o, August 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • August 21, 2003

33. Shifting elective deferrals to the ACP test

    By jaemmons, August 21, 2003
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • August 21, 2003

34. Nonresident alien as beneficiary

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

35. 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

36. 401(k) NOT affect gateway?

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

37. Updating Solo 401(k)s for GUST

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

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

    By k man, August 19, 2003
    • 6 replies
    • 1.8k views
    • 
    • R. Butler
    • August 20, 2003

39. ADP limits

    By Guest taj32z, August 19, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2003

40. Plan Administration Tracking Software

    By ErisaGeek, August 19, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2003

41. Must All Partners participate

    By jane123, August 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • jane123
    • August 19, 2003

42. plan amendment and vesting

    By PensionNewbee, August 13, 2003
    • 7 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

43. USERRA and 401(k)

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

44. Compensation Test

    By Guest MEWilson, August 15, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 19, 2003

45. Mike Preston

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

46. Leased Employees

    By DTH, August 19, 2003
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • August 19, 2003

47. SEP and 401(k)

    By Earl, August 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 18, 2003

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

    By Guest rickw, July 2, 2003
    • 19 replies
    • 6.5k views
    • 
    • Tom Poje
    • August 18, 2003

49. Distributions and Rollovers

    By Guest mrwentzel, August 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 15, 2003

50. Hardship Distributions and HIPAA

    By Guest blaum8, August 15, 2003
    • 3 replies
    • 3.4k views
    • 
    • ccassetty
    • August 15, 2003