401(k) Plans

19,413 topics in this forum

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

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

2. Catch-up contribution and 415 limit

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

3. HCE counted as eligible for deferral?

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

4. ADP/ACP Testing

   By DTH, August 1, 2003
   • 1 reply
   • 1.2k views
   • 
   • MWeddell
   • August 4, 2003

5. HCE determination in merged 401(k) plans

   By Guest Diane DuFresne, March 5, 2001
   • 7 replies
   • 3.4k views
   • 
   • Guest
   • 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 part-time employees

   By Brian Gallagher, July 31, 2003
   • 13 replies
   • 4.5k views
   • 
   • Guest
   • August 1, 2003

8. Excluding class of employees

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

9. Waiver of Participation

   By billfgrady, April 4, 2003
   • 36 replies
   • 17.8k views
   • 
   • g8r
   • August 1, 2003

10. Automatic Enrollment & Liability

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

11. Life Insurance in retirement plan

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

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

    By Guest Powers, July 28, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 31, 2003

13. operational error?

    By Guest jfp, July 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • J. Bringhurst
    • July 31, 2003

14. Merger of 401(k) with ESOP

    By J. Bringhurst, July 30, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 30, 2003

15. Illegal withdraw of 401k funds

    By Guest loconnell, July 28, 2003
    • 6 replies
    • 2.5k views
    • 
    • Harwood
    • July 30, 2003

16. 401(a)(17) and calculation of match

    By Guest APierce, July 24, 2003
    • 15 replies
    • 9.7k views
    • 
    • R. Butler
    • July 30, 2003

17. Top Heavy Minimum

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

18. Safe harbor

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

19. Merging MP and PS Plans

    By MBCarey, July 30, 2003
    • 8 replies
    • 1.5k views
    • 
    • E as in ERISA
    • July 30, 2003

20. Transfer of assets between qualified and nq plan

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

21. Excess Deferrals

    By MBCarey, July 29, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • July 29, 2003

22. 2 companies/2 plans?

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

23. Catch up Contributions in Failed ADP Test

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

24. Tracking Parties in Interest

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

25. Vesting service for previously excluded employees

    By JDuns, July 24, 2003
    • 6 replies
    • 3.5k views
    • 
    • ccassetty
    • July 26, 2003

26. Fees vs. Sanctions

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

27. Determ Letters

    By Guest Ashley, July 22, 2003
    • 10 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

28. Need ideas for client feedback.

    By stevena, July 24, 2003
    • 5 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • July 25, 2003

29. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • July 25, 2003

30. 401(k)

    By Guest ACE, July 21, 2003
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 24, 2003

31. Safe Harbor 401(k) Plan

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

32. Catch-ups

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

33. Top Heavy Contribution

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

34. 401(k) and pension

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

35. Litigation proceeds

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

36. Benefit Claims Procedures

    By Guest koolkid, May 10, 2002
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • July 23, 2003

37. Forfeiture restoration by source?

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

38. Eliminating 401(k)

    By Guest lucylucy, July 22, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • July 22, 2003

39. Safe Harbor contribution reduction by prior excess

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

40. Distribution ?

    By Guest rachd, July 18, 2003
    • 7 replies
    • 4.3k views
    • 
    • Harwood
    • July 18, 2003

41. Employee enrollment

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

42. Mergers

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

43. Sole Proprietor Incorporates

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

44. After Tax Contribution in Safe Harbor Plan

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

45. Impact of Final Regs on Catch-up

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

46. Determination Letter Question

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

47. Years of Service

    By Guest jnewman, July 16, 2003
    • 10 replies
    • 3.2k views
    • 
    • RTK
    • July 17, 2003

48. Reimbursing plan fees to participant accounts?

    By Guest smallbusiness401khelper, July 14, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 17, 2003

49. Participant Statements

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

50. Prototype document for union employees

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