401(k) Plans

19,390 topics in this forum

1. Is early retirement age a distributable event?

   By ErisaGeek, July 10, 2003
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • July 10, 2003

2. prospective class exclusion

   By Guest EDSAADE, July 9, 2003
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 10, 2003

3. Prototypes

   By Guest pjb, July 9, 2003
   • 6 replies
   • 1.5k views
   • 
   • Guest
   • July 10, 2003

4. Pureto Rico Death Distributions

   By Guest BPC, July 9, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 10, 2003

5. PTE 98-54 & 94-20

   By Guest Fidu2, July 10, 2003
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • July 10, 2003

6. Control Group

   By goldtpa, July 10, 2003
   • 2 replies
   • 1.4k views
   • 
   • goldtpa
   • July 10, 2003

7. Loans

   By Archimage, July 9, 2003
   • 3 replies
   • 1.2k views
   • 
   • ccassetty
   • July 10, 2003

8. Severence Pay

   By Brian Gallagher, July 10, 2003
   • 2 replies
   • 1.8k views
   • 
   • Harwood
   • July 10, 2003

9. Options/Requirements for Balances <$10

   By Guest lhead7601, July 7, 2003
   • 8 replies
   • 1.6k views
   • 
   • david rigby
   • July 10, 2003

10. investment selection

    By Guest cabenefits, July 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • July 10, 2003

11. Top Heavy Contribution

    By Guest hpaine, July 8, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 9, 2003

12. Effective Date of Safe Harbor Plan

    By Guest RBlaine, July 9, 2003
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2003

13. Rev Proc 2001-17

    By Guest SPOT, July 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • July 9, 2003

14. Waiving out of 401(k) Plan

    By Guest KMP, July 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 9, 2003

15. Safe Harbor 401(k) and Part Time Employees

    By MBCarey, July 9, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • July 9, 2003

16. Top Heavy Contributions

    By MBCarey, July 8, 2003
    • 7 replies
    • 2.1k views
    • 
    • R. Butler
    • July 9, 2003

17. 401(k) ADP test - include terminated eligibles?

    By Guest Jeff V, June 23, 2003
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 9, 2003

18. rollover IRA in 401k plan

    By Guest Brenda Schachle, June 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • stevena
    • July 8, 2003

19. ACP test

    By Guest bonzo, July 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • July 8, 2003

20. Catch-up contributions in safe-harbor 401(k) plans

    By JDuns, June 30, 2003
    • 3 replies
    • 5.2k views
    • 
    • JDuns
    • July 7, 2003

21. Catch-Up & 402(g) Limit on Off Calander PYE

    By Guest D C Sharp, July 2, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 7, 2003

22. Multiple employer plan

    By Guest cosmo01, July 7, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2003

23. 401(k) limits

    By Guest JoeK, July 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • July 3, 2003

24. Hardship Provision for Single NHCE

    By Jeff Kirtner, July 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • maverick
    • July 3, 2003

25. IRA rollovers into 401k plan

    By Guest Brenda Schachle, July 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • July 3, 2003

26. 401(k) for an unincorporated business

    By Lori H, June 12, 2003
    • 4 replies
    • 1.7k views
    • 
    • Lori H
    • July 2, 2003

27. nonspouse beneficiary

    By Guest gregens, July 2, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2003

28. Partnership Snip-offs

    By Gilmore, July 2, 2003
    • 0 replies
    • 998 views
    • 
    • Gilmore
    • July 2, 2003

29. Exclusions from Profit Sharing Calculation

    By Guest Barge Girl, July 2, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 2, 2003

30. 401K IRA rollover question

    By Guest LakeRick, July 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • July 2, 2003

31. Blackout Notice

    By Guest mattman, July 1, 2003
    • 5 replies
    • 1.9k views
    • 
    • E as in ERISA
    • July 2, 2003

32. Intentionally Failing ADP/ACP

    By austin3515, June 30, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2003

33. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

34. Effective Date of Top Heavy Provisions for EGTRRA

    By Guest bgiles, June 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

35. ineligible employe deferrals

    By maverick, June 26, 2003
    • 4 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • June 29, 2003

36. Taking ASPA C-2(DC), need help....

    By stevena, June 16, 2003
    • 45 replies
    • 6.3k views
    • 
    • GBurns
    • June 27, 2003

37. Calculating Employer Match

    By DP, June 26, 2003
    • 9 replies
    • 1.9k views
    • 
    • WDIK
    • June 27, 2003

38. Spousal Consent w/Distributions

    By Guest TLCPension, June 25, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • June 27, 2003

39. Profit Sharing Retirement Plan Distribution

    By Guest denali52, June 26, 2003
    • 3 replies
    • 1.5k views
    • 
    • BFree
    • June 26, 2003

40. Insufficient Funds for Deferral Amount

    By Guest blackacre, June 26, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 26, 2003

41. Formula Wording in Document

    By Guest amm19, June 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

42. 402(g) Limit

    By Guest TimO, June 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 26, 2003

43. Forfeiture Allocations

    By Guest baker0429, June 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

44. Forfeitures

    By Guest philc, June 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

45. Vesting and merger of two 401(k) plans

    By Guest barnold, June 25, 2003
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • June 25, 2003

46. IRS Mailing

    By Guest philc, June 25, 2003
    • 0 replies
    • 941 views
    • 
    • Guest
    • June 25, 2003

47. (PTEs 98-54 and 94-20) re: FX

    By Guest Fidu2, June 24, 2003
    • 4 replies
    • 1.2k views
    • 
    • Harwood
    • June 24, 2003

48. Failed ADP

    By Guest lindamichals, June 24, 2003
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • June 24, 2003

49. Required Minimum Distribution Question

    By Guest KD40, June 24, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2003

50. Are "safe-harbor 401(k) plans" really 100% vested

    By Moe Howard, June 17, 2003
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 23, 2003