401(k) Plans

19,367 topics in this forum

1. Failing ACP test and refunding contributions

   By Guest buyertoday, May 8, 2003
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • May 9, 2003

2. Effect of Reemployment upon Contribution Suspensio

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

3. adding 401(k) and safe Harbor

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

4. Discretionary Match

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

5. ADP Refunds/plan terminating

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

6. Missing Participants/Terminating Plan

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

7. Payout do to death

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

8. safe harbor notice

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

9. Revenue Sharing Restrictions

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

10. S Corps and Controlled Groups

    By Guest LLandau, May 6, 2003
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • May 7, 2003

11. 401(k) options.

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

12. Safe Harbor Matching

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

13. Plan Document Signature Requirements

    By Guest CRA, May 5, 2003
    • 10 replies
    • 3.5k views
    • 
    • g8r
    • May 7, 2003

14. EGTRRA and Comp Limit

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

15. 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

16. HCE

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

17. Dropping HCs from a PSP

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

18. Fiduciary Responsablities

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

19. Question for CPA's

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

20. Employer Match on Catch Up Contribution

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

21. Avoiding gateway

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

22. Look Back for Distributions Top Heavy

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

23. HCE off Calendar year

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

24. 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

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

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

26. Rehires and 401(k) Employer Matches

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

27. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • May 1, 2003

28. Vacation Pay as DC Contribution

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

29. Inalienability of Benefits

    By Guest Kriso, April 30, 2003
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2003

30. Plan Termination Issues

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

31. Handling year end "true-up"

    By Guest Kconsultant, April 29, 2003
    • 9 replies
    • 4.6k views
    • 
    • four01kman
    • April 30, 2003

32. Help Search

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

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

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

34. 401(k)

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

35. medical opt out and contribution to PS plan

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

36. Largest 401k providers?

    By Guest rdillman, April 15, 2003
    • 9 replies
    • 7.3k views
    • 
    • MWeddell
    • April 29, 2003

37. IRA Rollover

    By Guest MCarey1, May 30, 2002
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • April 29, 2003

38. Safe Harbor 401(k)

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

39. 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

40. Indian Tribes

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

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

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

42. Individual self directed subaccounts restricted to a specified minimum

    By Guest Joe Twidwell, February 25, 2003
    • 22 replies
    • 3.7k views
    • 
    • mbozek
    • April 26, 2003

43. Merged PSP/MPP and Spousal Consent

    By Guest CRC02, October 2, 2002
    • 11 replies
    • 3.2k views
    • 
    • Belgarath
    • April 25, 2003

44. Top 20% HCE

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

45. Separate Plan Checking Account?

    By Guest jmarini, April 16, 2003
    • 10 replies
    • 3.9k views
    • 
    • Guest
    • April 25, 2003

46. Hardship Withdrawals

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

47. Improper Distribution by the owner

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

48. Bankruptcy

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

49. deferral exceed comp for SE

    By Guest tracys, April 15, 2003
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 24, 2003

50. 404 and deferrals from after-year-end bouns.

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