401(k) Plans

19,332 topics in this forum

1. S Corps and Controlled Groups

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

2. Revenue Sharing Restrictions

   By Guest jmiskey, May 6, 2003
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • May 7, 2003

3. 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

4. Missing Participants/Terminating Plan

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

5. Discretionary Match

   By Guest PSH, May 6, 2003
   • 9 replies
   • 10.4k views
   • 
   • Guest
   • May 8, 2003

6. HCE

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

7. Safe Harbor Matching

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

8. 401(k) options.

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

9. Plan Document Signature Requirements

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

10. Employer Match on Catch Up Contribution

    By MarZDoates, May 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 2, 2003

11. Dropping HCs from a PSP

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

12. Question for CPA's

    By austin3515, May 2, 2003
    • 18 replies
    • 2.3k views
    • 
    • GBurns
    • May 4, 2003

13. Avoiding gateway

    By Brenda Wren, May 2, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • May 2, 2003

14. Look Back for Distributions Top Heavy

    By Guest ROB VIDOVICH, May 1, 2003
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • May 2, 2003

15. HCE off Calendar year

    By FJR, May 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2003

16. terminating 401(k) to open 403(b)

    By Guest jjtl, May 1, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 1, 2003

17. Rehires and 401(k) Employer Matches

    By Guest LLandau, May 1, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 1, 2003

18. Fiduciary Responsablities

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

19. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 1, 2003

20. Plan Termination Issues

    By Guest ANNEBV, April 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • BFree
    • April 30, 2003

21. Inalienability of Benefits

    By Guest Kriso, April 30, 2003
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2003

22. 401(k)

    By Guest rfemmons, April 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 30, 2003

23. medical opt out and contribution to PS plan

    By Guest racetothefinish, April 30, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 30, 2003

24. NON TOP HEAVY SAFE HARBOR 401(k) PLANS

    By Guest Julie Woulfe, April 30, 2003
    • 16 replies
    • 2.1k views
    • 
    • Guest
    • April 30, 2003

25. 5/1-4/30 plan year with 7/1 & 1/1 entry dates

    By R. Butler, April 29, 2003
    • 10 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 1, 2003

26. Handling year end "true-up"

    By Guest Kconsultant, April 29, 2003
    • 9 replies
    • 4.4k views
    • 
    • four01kman
    • April 30, 2003

27. Help Search

    By kocak, April 29, 2003
    • 6 replies
    • 1.4k views
    • 
    • kocak
    • April 30, 2003

28. Vacation Pay as DC Contribution

    By Guest blackacre, April 29, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2003

29. Indian Tribes

    By Guest HFOSTER, April 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 28, 2003

30. Safe Harbor 401(k)

    By Guest Gordy, April 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • actuarysmith
    • April 29, 2003

31. SE "owner only" deposits 41K but has no income

    By Guest tracys, April 28, 2003
    • 0 replies
    • 993 views
    • 
    • Guest
    • April 28, 2003

32. Age-weighted PSP in Floor/offset

    By Guest Ddalk, April 25, 2003
    • 8 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 29, 2003

33. Top 20% HCE

    By Guest ehayes, April 25, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 25, 2003

34. Improper Distribution by the owner

    By Blinky the 3-eyed Fish, April 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • April 25, 2003

35. Bankruptcy

    By Guest JJC, April 24, 2003
    • 4 replies
    • 1.6k views
    • 
    • GBurns
    • April 24, 2003

36. SIMPLE IRA

    By Guest koolkid, April 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2003

37. 404 and deferrals from after-year-end bouns.

    By KJohnson, April 23, 2003
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • April 24, 2003

38. Prohibited Transactions

    By Guest allanH, April 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 23, 2003

39. Top Heavy Question

    By Guest mattman, April 23, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2003

40. Hardship Withdrawals

    By Guest Scott Holechek, April 22, 2003
    • 3 replies
    • 2k views
    • 
    • Brian Gallagher
    • April 25, 2003

41. Plan Termination?

    By Guest Michael Anderson, April 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • April 23, 2003

42. Correcting excess annual additions

    By Guest planman, April 22, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2003

43. Safe Harbor Plan

    By Guest JJC, April 21, 2003
    • 3 replies
    • 1.2k views
    • 
    • R. Butler
    • April 21, 2003

44. Schedule T of Form 5500

    By Guest BCoffey, April 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • April 21, 2003

45. PEO Converting to Multiple Employer Plan

    By Guest tws, April 17, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 18, 2003

46. Matching contributions

    By Guest jim williams, April 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2003

47. Compensation

    By Guest kgsingletary, April 17, 2003
    • 2 replies
    • 3.9k views
    • 
    • AmyR
    • December 9, 2009

48. Buy-back of forfeited amount

    By Brian Gallagher, April 17, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 22, 2004

49. Pending Guidance

    By Guest Napili, April 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • MGB
    • April 18, 2003

50. Separate Plan Checking Account?

    By Guest jmarini, April 16, 2003
    • 10 replies
    • 3.8k views
    • 
    • Guest
    • April 25, 2003