401(k) Plans

19,534 topics in this forum

1. Trading Errors

   By austin3515, August 25, 2003
   • 5 replies
   • 2.3k views
   • 
   • austin3515
   • August 26, 2003

2. 401(k) Safe Harbor Hardship Withdrawals

   By Guest rocnrols2, August 26, 2003
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • August 26, 2003

3. 5500 disclosure

   By Guest oxdougw, August 25, 2003
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • August 25, 2003

4. Rollover IRA and EGTRRA

   By Gilmore, August 23, 2003
   • 4 replies
   • 2.4k views
   • 
   • Belgarath
   • August 25, 2003

5. PEO / Distribution

   By Guest kgsingletary, August 25, 2003
   • 3 replies
   • 2.1k views
   • 
   • Alf
   • August 25, 2003

6. DC/DB survey information

   By Guest jhilliard, August 25, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 25, 2003

7. Top heavy vesting

   By Guest Toni Jo, August 22, 2003
   • 4 replies
   • 1.7k views
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   • R. Butler
   • August 23, 2003

8. PEO's

   By MR, August 22, 2003
   • 2 replies
   • 1.4k views
   • 
   • GBurns
   • August 23, 2003

9. Dual Elig Match Calculation

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

10. Distribute or Transfer

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

11. Conduit IRA into 401(k)

    By Guest notnimbaab, August 22, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 22, 2003

12. Form 5500, Audit requirement

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

13. Sell of Division

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

14. Blackout Notice

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

15. Beneficiary Designations

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

16. Shifting elective deferrals to the ACP test

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

17. Nonresident alien as beneficiary

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

18. 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

19. 401(k) NOT affect gateway?

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

20. Updating Solo 401(k)s for GUST

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

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

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

22. ADP limits

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

23. Plan Administration Tracking Software

    By ErisaGeek, August 19, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2003

24. Must All Partners participate

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

25. plan amendment and vesting

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

26. USERRA and 401(k)

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

27. Compensation Test

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

28. Mike Preston

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

29. Leased Employees

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

30. SEP and 401(k)

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

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

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

32. Distributions and Rollovers

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

33. Hardship Distributions and HIPAA

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

34. termination and rehire

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

35. Administrative Expenses

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

36. Pension -PBCG

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

37. Discretionary Match

    By DP, August 13, 2003
    • 11 replies
    • 3k views
    • 
    • DP
    • August 15, 2003

38. Hardship verification

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

39. Help with TPA Error

    By Guest MaryMac, August 13, 2003
    • 8 replies
    • 2.6k views
    • 
    • ljr
    • August 15, 2003

40. 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

41. Safe Harbor Plan compensation

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

42. Reason For Hardship Withdrawal

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

43. 401(k) Plan

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

44. Coverage Test - Controlled Group

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

45. Late Deposit of 401(k) Deferrals

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

46. Safe Harbor Notice

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

47. Safe Harbor 401(k) Plans

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

48. participant directed investements

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

49. Eligibility for discretionary PS contribution

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

50. controlled group/affiliated service group

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