401(k) Plans

19,451 topics in this forum

1. operational error?

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

2. Merger of 401(k) with ESOP

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

3. Illegal withdraw of 401k funds

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

4. 401(a)(17) and calculation of match

   By Guest APierce, July 24, 2003
   • 15 replies
   • 10.1k views
   • 
   • R. Butler
   • July 30, 2003

5. Top Heavy Minimum

   By nancy, July 30, 2003
   • 4 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • July 30, 2003

6. Safe harbor

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

7. Merging MP and PS Plans

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

8. Transfer of assets between qualified and nq plan

   By Guest SamFischer, July 29, 2003
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • July 30, 2003

9. Excess Deferrals

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

10. 2 companies/2 plans?

    By Guest Michael Anderson, July 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • July 28, 2003

11. Catch up Contributions in Failed ADP Test

    By Guest KMP, July 28, 2003
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • July 28, 2003

12. Tracking Parties in Interest

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

13. Vesting service for previously excluded employees

    By JDuns, July 24, 2003
    • 6 replies
    • 3.6k views
    • 
    • ccassetty
    • July 26, 2003

14. Fees vs. Sanctions

    By Guest Jose Rosario, July 25, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 25, 2003

15. Determ Letters

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

16. Need ideas for client feedback.

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

17. New 401k Regs

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

18. 401(k)

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

19. Safe Harbor 401(k) Plan

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

20. Catch-ups

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

21. Top Heavy Contribution

    By MBCarey, July 24, 2003
    • 7 replies
    • 2.4k views
    • 
    • R. Butler
    • July 24, 2003

22. 401(k) and pension

    By Guest cgiebel, July 22, 2003
    • 5 replies
    • 2k views
    • 
    • Harwood
    • July 23, 2003

23. Litigation proceeds

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

24. Benefit Claims Procedures

    By Guest koolkid, May 10, 2002
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • July 23, 2003

25. Forfeiture restoration by source?

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

26. Eliminating 401(k)

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

27. Safe Harbor contribution reduction by prior excess

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

28. Distribution ?

    By Guest rachd, July 18, 2003
    • 7 replies
    • 4.4k views
    • 
    • Harwood
    • July 18, 2003

29. Employee enrollment

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

30. Mergers

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

31. Sole Proprietor Incorporates

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

32. After Tax Contribution in Safe Harbor Plan

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

33. Impact of Final Regs on Catch-up

    By Guest CRC02, July 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 18, 2003

34. Determination Letter Question

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

35. Years of Service

    By Guest jnewman, July 16, 2003
    • 10 replies
    • 3.3k views
    • 
    • RTK
    • July 17, 2003

36. Reimbursing plan fees to participant accounts?

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

37. Participant Statements

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

38. Prototype document for union employees

    By Guest Diane DuFresne, July 17, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 17, 2003

39. 401(k) Profit Sharing

    By Jilliandiz, July 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 17, 2003

40. Employee deferrals not contributed to plan.

    By katieinny, June 30, 2003
    • 11 replies
    • 2k views
    • 
    • BFree
    • July 17, 2003

41. 404c on 5500?

    By Guest jhilliard, July 16, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 17, 2003

42. 2004 Limits

    By Jilliandiz, July 16, 2003
    • 5 replies
    • 1.9k views
    • 
    • Tom Poje
    • July 16, 2003

43. Tracking Source of money in Segregated Brokerage

    By Guest DeePA, July 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 16, 2003

44. Anti-Cut back

    By Guest swodad, July 15, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 16, 2003

45. Late EE deposits

    By Guest LTurner, July 11, 2003
    • 7 replies
    • 2.5k views
    • 
    • VTPension
    • July 16, 2003

46. Matching issues

    By Guest lindamichals, July 16, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2003

47. Discretionary Match

    By Guest KAGrist, July 16, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2003

48. Company Stock Transaction Fees

    By Guest TaraD, July 16, 2003
    • 0 replies
    • 966 views
    • 
    • Guest
    • July 16, 2003

49. Modification of loan repayment terms

    By Guest JDL, July 15, 2003
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • July 16, 2003

50. Top Heavy Distribution

    By MBCarey, July 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • July 15, 2003