401(k) Plans

19,299 topics in this forum

1. Military Leave

   By Guest At Peace, March 3, 2003
   • 16 replies
   • 4.7k views
   • 
   • Belgarath
   • April 14, 2003

2. "Double" Distribution

   By k man, April 10, 2003
   • 3 replies
   • 1.4k views
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   • bzorc
   • April 14, 2003

3. USERRA Make-up Contributions

   By Guest jdw, April 11, 2003
   • 1 reply
   • 2k views
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   • ccassetty
   • April 14, 2003

4. Plan Mergers

   By Guest Mary Snyder, April 11, 2003
   • 1 reply
   • 1.1k views
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   • MWeddell
   • April 11, 2003

5. SUSPEND SAFE HARBOR MATCH

   By Guest ROB VIDOVICH, April 9, 2003
   • 4 replies
   • 1.9k views
   • 
   • MWeddell
   • April 11, 2003

6. Excess Annual Additions - 401(k) Refund?

   By Medusa, April 9, 2003
   • 2 replies
   • 3.6k views
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   • Medusa
   • April 10, 2003

7. TOP HEAVY PLAN IN-SERVICE DISTRIBUTION

   By Guest ROB VIDOVICH, April 9, 2003
   • 5 replies
   • 2.5k views
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   • Brian Gallagher
   • April 10, 2003

8. 10% Withholding on Excess Contributions?

   By Guest KD40, April 9, 2003
   • 4 replies
   • 3.3k views
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   • MWeddell
   • April 10, 2003

9. Frozen pension Plan

   By Guest bmurphy, April 9, 2003
   • 4 replies
   • 1.9k views
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   • mbozek
   • April 10, 2003

10. Company Match

    By Guest TimO, April 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 9, 2003

11. Contributing to more than one Plan

    By Guest TLCPension, April 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 9, 2003

12. Otherwise excludible - 0 NHCES

    By Guest Chris May, March 5, 2003
    • 7 replies
    • 1.4k views
    • 
    • Archimage
    • April 9, 2003

13. Gateway Otherwise Excludible and ADP

    By Guest chris4013, April 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

14. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

15. top 20%

    By Guest greggi39, April 8, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 8, 2003

16. Contribution allocation

    By FAPInJax, April 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • April 8, 2003

17. Funding a Profit Sharing Plan

    By Guest Kala, April 7, 2003
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • April 8, 2003

18. financial audit and multiple ER plan

    By PensionNewbee, April 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • PensionNewbee
    • April 7, 2003

19. Hardship withdrawal

    By Guest Ed Walker, April 7, 2003
    • 1 reply
    • 1k views
    • 
    • maverick
    • April 7, 2003

20. ACP/Top Heavy Adjustments

    By pbarrett, April 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • April 7, 2003

21. Triggerring the Top Heavy Minimum

    By Guest chris4013, April 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 7, 2003

22. Effectively connected income

    By John A, April 7, 2003
    • 0 replies
    • 2.7k views
    • 
    • John A
    • April 7, 2003

23. safe-harbor 401(k) / top-heavy

    By kmciver, March 21, 2003
    • 18 replies
    • 3.3k views
    • 
    • Mike Preston
    • April 7, 2003

24. "loan balance" when considering max amount

    By Brian Gallagher, April 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 7, 2003

25. Surrender Fees

    By Guest chris4013, April 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 6, 2003

26. HOW I CRAWLED OUT OF MY DEBT

    By Guest alex82, April 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • April 5, 2003

27. 401(k) with quarterly valuation. How does the plan force the retiring

    By mal, March 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 5, 2003

28. Treas Reg 1.72(p)1, Q&A-10

    By Brian Gallagher, April 4, 2003
    • 4 replies
    • 5.3k views
    • 
    • david rigby
    • April 5, 2003

29. Record Retention--DOL Final Rules

    By Guest Sparky, April 4, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 4, 2003

30. Negative Elections ~ specified amount automatically contributed!

    By Guest Philip Simpkins, August 7, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • April 4, 2003

31. Pre-87 and Post 86 after tax distribs

    By Brian Gallagher, April 3, 2003
    • 3 replies
    • 7.1k views
    • 
    • MGB
    • April 4, 2003

32. 401k Loan Rollover

    By 2muchstress, April 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • April 4, 2003

33. Controlled Group/Common Ownership

    By MarZDoates, April 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 4, 2003

34. Vesting and Early Retirement Age

    By Guest robynkash, April 25, 2001
    • 4 replies
    • 3.4k views
    • 
    • RCK
    • April 3, 2003

35. ERISA plans purchasing options/futures

    By Guest Fidu2, April 3, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2003

36. Form 5307 - Schedule Q

    By MBCarey, April 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • lkpittman
    • April 3, 2003

37. ADP corrective distributions

    By Guest chris4013, April 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 3, 2003

38. 401(k) for sole proprietor?

    By betheeg, April 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

39. 401 K Plan with S corp K-1 dollars.

    By Guest GinGinR, April 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

40. Prohibited Transactions

    By Guest num1sherm, March 31, 2003
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 2003

41. Bottom Up QNEC

    By Guest Frank Jackson, July 2, 1999
    • 11 replies
    • 4.1k views
    • 
    • ccassetty
    • April 3, 2003

42. 2002 Excessive employer withdrawal/contribution to my 401K

    By Guest blb, March 23, 2003
    • 8 replies
    • 2.2k views
    • 
    • 2muchstress
    • April 2, 2003

43. Puerto Rico 401(k) Plans

    By Guest okz, April 1, 2003
    • 3 replies
    • 3.5k views
    • 
    • E as in ERISA
    • April 2, 2003

44. ADP Failure/SCP/Reverse (Bottom Up) QNECs

    By Dawn Hafner, May 20, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2003

45. Stable Value Market Value Gain

    By MoJo, January 16, 2003
    • 20 replies
    • 4.3k views
    • 
    • MWeddell
    • April 2, 2003

46. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2003

47. Related Rollovers

    By Guest clh, April 1, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2003

48. Proxy Voting in Blackout

    By Guest TaraD, April 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • April 1, 2003

49. H/W of Safe Harbor Matching Contributions

    By J. Bringhurst, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 1, 2003

50. Key Employees

    By Guest SharonB, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 1, 2003