401(k) Plans

19,526 topics in this forum

1. Dual Elig Match Calculation

   By Guest LoloV, August 6, 2003
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • August 22, 2003

2. Distribute or Transfer

   By Guest philc, August 22, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 22, 2003

3. Conduit IRA into 401(k)

   By Guest notnimbaab, August 22, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 22, 2003

4. Form 5500, Audit requirement

   By Guest cfspr, August 8, 2003
   • 6 replies
   • 2.9k views
   • 
   • E as in ERISA
   • August 22, 2003

5. Sell of Division

   By Guest TAR, August 22, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 22, 2003

6. Blackout Notice

   By nancy, August 21, 2003
   • 6 replies
   • 1.9k views
   • 
   • Harwood
   • August 22, 2003

7. Beneficiary Designations

   By steve-o, August 21, 2003
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • August 21, 2003

8. Shifting elective deferrals to the ACP test

   By jaemmons, August 21, 2003
   • 2 replies
   • 1.6k views
   • 
   • jaemmons
   • August 21, 2003

9. Nonresident alien as beneficiary

   By Guest halka, August 19, 2003
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • August 21, 2003

10. Coverage Testing in the year of an open enrollment

    By Guest HollyT, August 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • August 21, 2003

11. 401(k) NOT affect gateway?

    By Guest rickw, August 20, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 20, 2003

12. Updating Solo 401(k)s for GUST

    By dmb, August 20, 2003
    • 2 replies
    • 1.7k views
    • 
    • dmb
    • August 20, 2003

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

    By k man, August 19, 2003
    • 6 replies
    • 2k views
    • 
    • R. Butler
    • August 20, 2003

14. ADP limits

    By Guest taj32z, August 19, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 20, 2003

15. Plan Administration Tracking Software

    By ErisaGeek, August 19, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2003

16. Must All Partners participate

    By jane123, August 19, 2003
    • 0 replies
    • 1.3k views
    • 
    • jane123
    • August 19, 2003

17. plan amendment and vesting

    By PensionNewbee, August 13, 2003
    • 7 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

18. USERRA and 401(k)

    By Guest DAL, August 19, 2003
    • 1 reply
    • 2.2k views
    • 
    • ccassetty
    • August 19, 2003

19. Compensation Test

    By Guest MEWilson, August 15, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 19, 2003

20. Mike Preston

    By Blinky the 3-eyed Fish, August 19, 2003
    • 0 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

21. Leased Employees

    By DTH, August 19, 2003
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • August 19, 2003

22. SEP and 401(k)

    By Earl, August 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • August 18, 2003

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

    By Guest rickw, July 2, 2003
    • 19 replies
    • 7.2k views
    • 
    • Tom Poje
    • August 18, 2003

24. Distributions and Rollovers

    By Guest mrwentzel, August 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2003

25. Hardship Distributions and HIPAA

    By Guest blaum8, August 15, 2003
    • 3 replies
    • 3.8k views
    • 
    • ccassetty
    • August 15, 2003

26. termination and rehire

    By Guest koolkidd, August 15, 2003
    • 8 replies
    • 2.7k views
    • 
    • ccassetty
    • August 15, 2003

27. Administrative Expenses

    By austin3515, August 14, 2003
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • August 15, 2003

28. Pension -PBCG

    By Guest DDDlump, August 15, 2003
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2003

29. Discretionary Match

    By DP, August 13, 2003
    • 11 replies
    • 2.9k views
    • 
    • DP
    • August 15, 2003

30. Hardship verification

    By Guest jhilliard, August 15, 2003
    • 1 reply
    • 1.7k views
    • 
    • Theresa Lynn
    • August 15, 2003

31. Help with TPA Error

    By Guest MaryMac, August 13, 2003
    • 8 replies
    • 2.5k views
    • 
    • ljr
    • August 15, 2003

32. Do we need a brand new plan?

    By Guest pjb, August 14, 2003
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 15, 2003

33. Safe Harbor Plan compensation

    By Guest cxs, August 14, 2003
    • 2 replies
    • 1.3k views
    • 
    • four01kman
    • August 15, 2003

34. Reason For Hardship Withdrawal

    By Guest ROB VIDOVICH, August 12, 2003
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • August 14, 2003

35. 401(k) Plan

    By Guest marklouis, August 13, 2003
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • August 14, 2003

36. Coverage Test - Controlled Group

    By Guest tbyrd, August 12, 2003
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 14, 2003

37. Late Deposit of 401(k) Deferrals

    By MarZDoates, August 4, 2003
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2003

38. Safe Harbor Notice

    By Brian Gallagher, August 13, 2003
    • 4 replies
    • 1.5k views
    • 
    • pmacduff
    • August 13, 2003

39. Safe Harbor 401(k) Plans

    By J. Bringhurst, July 25, 2003
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • August 13, 2003

40. participant directed investements

    By MJ Hartman, August 12, 2003
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • August 13, 2003

41. Eligibility for discretionary PS contribution

    By JDuns, August 8, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 13, 2003

42. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 13, 2003

43. Excluded Employees - New Company

    By Guest tbyrd, August 12, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 12, 2003

44. ASPA Question

    By stevena, August 12, 2003
    • 8 replies
    • 3.4k views
    • 
    • david rigby
    • August 12, 2003

45. Plan Post-merger

    By Guest blackacre, August 11, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 12, 2003

46. Disregarded Entities

    By Guest mcw, August 8, 2003
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • August 12, 2003

47. Plan with last day requirement allocates match throughout year, permi

    By Guest LMalone, April 20, 2001
    • 15 replies
    • 6.8k views
    • 
    • EGB
    • August 11, 2003

48. User Fees for Determination Letter

    By billfgrady, July 16, 2003
    • 9 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2003

49. Plan Expenses

    By Guest jhilliard, August 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • August 8, 2003

50. Terminate Safe Harbor mid-year?

    By wmyer, August 8, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 8, 2003