401(k) Plans

19,534 topics in this forum

1. Excluded Employees - New Company

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

2. ASPA Question

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

3. Plan Post-merger

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

4. Disregarded Entities

   By Guest mcw, August 8, 2003
   • 4 replies
   • 3.7k views
   • 
   • Guest
   • August 12, 2003

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

   By Guest LMalone, April 20, 2001
   • 15 replies
   • 6.9k views
   • 
   • EGB
   • August 11, 2003

6. User Fees for Determination Letter

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

7. Plan Expenses

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

8. Terminate Safe Harbor mid-year?

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

9. Foreign employees

   By Guest Jose Rosario, August 5, 2003
   • 2 replies
   • 2k views
   • 
   • Guest
   • August 7, 2003

10. Top heavy aggregation

    By Guest jim williams, August 7, 2003
    • 10 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 7, 2003

11. tiered match

    By FJR, August 7, 2003
    • 1 reply
    • 1.6k views
    • 
    • g8r
    • August 7, 2003

12. Profit Sharing contribution

    By Guest erisa15, August 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • RTK
    • August 6, 2003

13. Frequency of Paper Statements?

    By Guest jmarini, August 6, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 6, 2003

14. SEP/401(k) combined limits

    By steve-o, August 6, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • August 6, 2003

15. Employer Stock

    By Guest THess, July 25, 2003
    • 5 replies
    • 1.9k views
    • 
    • E as in ERISA
    • August 6, 2003

16. Late contribution of deferrals

    By Guest jmlumpkin, August 5, 2003
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2003

17. Basic Safe Harbor Question

    By pbarrett, August 5, 2003
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • August 5, 2003

18. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 3.4k views
    • 
    • KJohnson
    • August 5, 2003

19. 401(k) limit

    By Guest TTATE, August 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 5, 2003

20. Hardship w/d on top of loans

    By pbarrett, August 2, 2003
    • 3 replies
    • 1.4k views
    • 
    • pbarrett
    • August 4, 2003

21. Top Heavy Age Weighted Plan

    By Guest tcunagin, August 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • Lynn Campbell
    • August 4, 2003

22. Catch-up Contributions and the "Employer Provided Limit"

    By Guest wolfman, December 5, 2001
    • 11 replies
    • 3.4k views
    • 
    • Dawn Hafner
    • August 4, 2003

23. Catch-up contribution and 415 limit

    By Sully, August 1, 2003
    • 5 replies
    • 2.7k views
    • 
    • E as in ERISA
    • August 4, 2003

24. HCE counted as eligible for deferral?

    By Guest arlrads, August 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 4, 2003

25. ADP/ACP Testing

    By DTH, August 1, 2003
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 4, 2003

26. HCE determination in merged 401(k) plans

    By Guest Diane DuFresne, March 5, 2001
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • August 4, 2003

27. Terminating safe harbor plan

    By Guest Ashley, July 31, 2003
    • 1 reply
    • 2.2k views
    • 
    • ErisaGeek
    • August 1, 2003

28. Excluding part-time employees

    By Brian Gallagher, July 31, 2003
    • 13 replies
    • 5k views
    • 
    • Guest
    • August 1, 2003

29. Excluding class of employees

    By Brian Gallagher, July 31, 2003
    • 1 reply
    • 1.6k views
    • 
    • ccassetty
    • August 1, 2003

30. Waiver of Participation

    By billfgrady, April 4, 2003
    • 36 replies
    • 19.4k views
    • 
    • g8r
    • August 1, 2003

31. Automatic Enrollment & Liability

    By Guest jhilliard, July 31, 2003
    • 4 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • July 31, 2003

32. Life Insurance in retirement plan

    By Guest jhilliard, July 31, 2003
    • 2 replies
    • 1.4k views
    • 
    • ccassetty
    • July 31, 2003

33. Term Profit Sharing/Keep 401(k)??!??

    By Guest Powers, July 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 31, 2003

34. operational error?

    By Guest jfp, July 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • J. Bringhurst
    • July 31, 2003

35. Merger of 401(k) with ESOP

    By J. Bringhurst, July 30, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 30, 2003

36. Illegal withdraw of 401k funds

    By Guest loconnell, July 28, 2003
    • 6 replies
    • 2.8k views
    • 
    • Harwood
    • July 30, 2003

37. 401(a)(17) and calculation of match

    By Guest APierce, July 24, 2003
    • 15 replies
    • 10.7k views
    • 
    • R. Butler
    • July 30, 2003

38. Top Heavy Minimum

    By nancy, July 30, 2003
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

39. Safe harbor

    By Guest jim williams, July 29, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 30, 2003

40. Merging MP and PS Plans

    By MBCarey, July 30, 2003
    • 8 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 30, 2003

41. Transfer of assets between qualified and nq plan

    By Guest SamFischer, July 29, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 30, 2003

42. Excess Deferrals

    By MBCarey, July 29, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • July 29, 2003

43. 2 companies/2 plans?

    By Guest Michael Anderson, July 28, 2003
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • July 28, 2003

44. Catch up Contributions in Failed ADP Test

    By Guest KMP, July 28, 2003
    • 3 replies
    • 2.2k views
    • 
    • E as in ERISA
    • July 28, 2003

45. Tracking Parties in Interest

    By Guest halka, July 25, 2003
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • July 26, 2003

46. Vesting service for previously excluded employees

    By JDuns, July 24, 2003
    • 6 replies
    • 3.9k views
    • 
    • ccassetty
    • July 26, 2003

47. Fees vs. Sanctions

    By Guest Jose Rosario, July 25, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 25, 2003

48. Determ Letters

    By Guest Ashley, July 22, 2003
    • 10 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

49. Need ideas for client feedback.

    By stevena, July 24, 2003
    • 5 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • July 25, 2003

50. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • July 25, 2003