401(k) Plans

19,299 topics in this forum

1. C1 Exam Study Group

   By Guest James Osterhaus, May 16, 2003
   • 3 replies
   • 1.2k views
   • 
   • ErisaGeek
   • May 21, 2003

2. Termination Distribution fees paid by plan participant

   By 2muchstress, March 6, 2003
   • 11 replies
   • 3.2k views
   • 
   • R. Butler
   • May 21, 2003

3. Adding Safe Harbor

   By nancy, May 19, 2003
   • 11 replies
   • 3k views
   • 
   • R. Butler
   • May 21, 2003

4. LUMP SUM TO REHIRED PARTICIPANT

   By Guest ROB VIDOVICH, May 20, 2003
   • 2 replies
   • 1.5k views
   • 
   • ccassetty
   • May 21, 2003

5. Mutual Fund Software

   By Guest tintree73, May 20, 2003
   • 2 replies
   • 926 views
   • 
   • Guest
   • May 21, 2003

6. Terminating Plan

   By Guest lforesz, May 12, 2003
   • 8 replies
   • 3.5k views
   • 
   • g8r
   • May 21, 2003

7. Wickersham retired?

   By KJohnson, May 9, 2003
   • 16 replies
   • 6.4k views
   • 
   • Guest
   • May 16, 2003

8. Uni-K as S Corp Owner?

   By Scott, May 14, 2003
   • 11 replies
   • 2.7k views
   • 
   • mbozek
   • May 16, 2003

9. Safe Harbor Contributions

   By Guest nps, May 16, 2003
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • May 16, 2003

10. 402(g)

    By Guest Joanne Davey, May 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • May 16, 2003

11. asset in plan has market value of $0

    By Guest D. Leeke, May 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 16, 2003

12. Distributions on Plan Termination

    By Guest clh, May 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • May 16, 2003

13. Form 5330 and VFC Program

    By Guest cosmo01, May 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2003

14. Early Eligibility for Safe Harbor Testing

    By smm, May 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • May 16, 2003

15. Corrective Distributions

    By Guest Jenn, May 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • kocak
    • May 15, 2003

16. Late contributions for some participants

    By Guest tonjer, May 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 15, 2003

17. ADP testing on terminating plan

    By Guest chris4013, May 12, 2003
    • 2 replies
    • 1.9k views
    • 
    • Jean
    • May 14, 2003

18. Ineligible Participants

    By Guest susa, May 14, 2003
    • 1 reply
    • 951 views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2003

19. Terminated employee rollovers

    By Guest wjr, May 7, 2003
    • 17 replies
    • 6.1k views
    • 
    • Kirk Maldonado
    • May 14, 2003

20. Changing eligibility

    By Guest chris4013, May 8, 2003
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • May 13, 2003

21. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
    • 0 replies
    • 890 views
    • 
    • Guest
    • May 13, 2003

22. PS Shortfall in Floor/offset

    By Guest Ddalk, May 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 13, 2003

23. No Longer a Participating Employer

    By Guest JEP, May 12, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 12, 2003

24. Corrective Distributions

    By Guest Michael S. Ouellette, May 12, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 12, 2003

25. HCE Determination

    By DTH, May 9, 2003
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • May 12, 2003

26. annuity overpayments

    By Guest TroyRiley, May 8, 2003
    • 3 replies
    • 1.8k views
    • 
    • GBurns
    • May 10, 2003

27. Okay to grant service with previous employer?

    By John A, May 9, 2003
    • 0 replies
    • 1k views
    • 
    • John A
    • May 9, 2003

28. Loan Interest

    By Guest mgreenwald, April 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • May 9, 2003

29. ADP correction using catch up provision

    By Guest nps, May 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2003

30. Vesting

    By Guest mbb03, May 9, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 9, 2003

31. Prohibited Transactions and reporting on From 5330

    By Guest kwagner, October 24, 2002
    • 6 replies
    • 3.4k views
    • 
    • E as in ERISA
    • May 9, 2003

32. Rollover of Simple IRA into 401k?

    By Guest Amanda Davis, May 9, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 9, 2003

33. Failing ACP test and refunding contributions

    By Guest buyertoday, May 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 9, 2003

34. Effect of Reemployment upon Contribution Suspensio

    By Guest rocnrols2, May 9, 2003
    • 0 replies
    • 918 views
    • 
    • Guest
    • May 9, 2003

35. adding 401(k) and safe Harbor

    By Earl, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • May 8, 2003

36. Discretionary Match

    By Guest PSH, May 6, 2003
    • 9 replies
    • 10.3k views
    • 
    • Guest
    • May 8, 2003

37. ADP Refunds/plan terminating

    By Guest chris4013, May 8, 2003
    • 0 replies
    • 959 views
    • 
    • Guest
    • May 8, 2003

38. Missing Participants/Terminating Plan

    By Guest Donaldson, May 6, 2003
    • 4 replies
    • 2.2k views
    • 
    • E as in ERISA
    • May 8, 2003

39. Payout do to death

    By FJR, May 7, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2003

40. safe harbor notice

    By Guest JJC, May 7, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 7, 2003

41. Revenue Sharing Restrictions

    By Guest jmiskey, May 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 7, 2003

42. S Corps and Controlled Groups

    By Guest LLandau, May 6, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • May 7, 2003

43. 401(k) options.

    By Guest kavitha, May 5, 2003
    • 16 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 7, 2003

44. Safe Harbor Matching

    By Guest PAINPA, May 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • May 7, 2003

45. Plan Document Signature Requirements

    By Guest CRA, May 5, 2003
    • 10 replies
    • 3.4k views
    • 
    • g8r
    • May 7, 2003

46. EGTRRA and Comp Limit

    By Guest CRC02, May 6, 2003
    • 0 replies
    • 960 views
    • 
    • Guest
    • May 6, 2003

47. Rolling non-conduit IRA (w/aftertax) to 401(a) Pla

    By Guest DeePA, May 6, 2003
    • 1 reply
    • 3.3k views
    • 
    • Belgarath
    • May 6, 2003

48. HCE

    By Guest Jenn, May 6, 2003
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • May 6, 2003

49. Dropping HCs from a PSP

    By Guest Ddalk, May 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003

50. Fiduciary Responsablities

    By Brian Gallagher, May 1, 2003
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003