401(k) Plans

19,320 topics in this forum

1. Excludable Employee in 401k plan

   By Guest amm19, March 26, 2003
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • March 26, 2003

2. Timing of P/S contributions

   By Guest hpaine, March 26, 2003
   • 13 replies
   • 2.3k views
   • 
   • Guest
   • September 17, 2003

3. Forfeitures

   By Guest Mbrockway, March 26, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 26, 2003

4. Defined Benefit RFP

   By Guest Mike Lanio, March 26, 2003
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • March 26, 2003

5. Ability to Repay Plan Loan or limiting loans based on P's salary

   By Casey, March 26, 2003
   • 8 replies
   • 1.3k views
   • 
   • Casey
   • March 27, 2003

6. Refinancing a loan in default

   By Guest lforesz, March 26, 2003
   • 2 replies
   • 2k views
   • 
   • Kirk Maldonado
   • March 26, 2003

7. Company Acquisition

   By KateSmithPA, March 26, 2003
   • 7 replies
   • 2.8k views
   • 
   • Guest
   • March 27, 2003

8. Negative 401(k) Elections - California

   By lkpittman, March 25, 2003
   • 15 replies
   • 3.8k views
   • 
   • E as in ERISA
   • July 12, 2006

9. early retirement and in-service withdrawals

   By Brian Gallagher, March 25, 2003
   • 3 replies
   • 1.3k views
   • 
   • MWeddell
   • March 26, 2003

10. Corrective Procedures for Late deposit of Deferrals

    By Guest ScottB, March 25, 2003
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • March 27, 2003

11. Chapter 13 (Bankruptcy) and 401k loans

    By Guest Amanda Davis, March 25, 2003
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 25, 2003

12. Terminating a 401K....

    By Guest RONNIE WASEL, March 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • March 26, 2003

13. PEO Executive responds

    By Guest Lugeguy, March 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2003

14. ADP/ACP Refunds

    By Guest agsmith, March 24, 2003
    • 2 replies
    • 2k views
    • 
    • austin3515
    • March 26, 2003

15. 1-1 Correction for prior year testing method

    By Guest pjg, March 24, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 24, 2003

16. Prohibited Transaction

    By wsp, March 24, 2003
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 24, 2003

17. 2002 Excessive employer withdrawal/contribution to my 401K

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

18. excess matching contributions

    By Guest Paul Jalazo, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • March 24, 2003

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

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

20. 401k's with two employers?

    By Guest Sumi Smorynski, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • 2muchstress
    • March 21, 2003

21. 402g Limit - plan had changes during the year

    By Guest Achilles, March 21, 2003
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 21, 2003

22. separate testing of excludable employees

    By Guest mackenzie, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2003

23. PEO Questions

    By Guest Lex, March 21, 2003
    • 5 replies
    • 2.2k views
    • 
    • alanm
    • March 27, 2003

24. Sec 4979 excise tax

    By Guest jim williams, March 20, 2003
    • 6 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 20, 2003

25. Off Calendar Year End 402(g) Limit

    By Guest AdminFL, March 20, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 20, 2003

26. Catch up limits for low paid participants

    By pbarrett, March 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 21, 2003

27. When is Contribution "Made?"

    By Guest ralar, March 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • March 20, 2003

28. Tax reporting of excess contributions

    By Guest susa, March 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 19, 2003

29. hardship for purpose of primary residence?

    By MR, March 19, 2003
    • 26 replies
    • 12.9k views
    • 
    • 2muchstress
    • March 26, 2003

30. A Low Normal Retirement Age

    By Guest Fuzzy, March 19, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 19, 2003

31. Design-based Safe Harbor Allocations

    By Fred Payne, March 19, 2003
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • March 19, 2003

32. Safe Harbor & Peo

    By Guest ANNEBV, March 19, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 19, 2003

33. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

    By Guest monty, March 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 19, 2003

34. Hardship distribution for Purpose of Principal Residence

    By Guest tonjer, March 18, 2003
    • 17 replies
    • 10.3k views
    • 
    • mbozek
    • June 12, 2003

35. Contributions -- how long before must be invested?

    By Guest pentex, March 18, 2003
    • 5 replies
    • 2k views
    • 
    • MWeddell
    • March 24, 2003

36. Are Companies Stopping 401(k) Match?

    By Guest rmeigs, March 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • March 18, 2003

37. Eligible or Not?

    By Archimage, March 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 18, 2003

38. Ineligible Employee making 401K contributions

    By Guest Ed Walker, March 18, 2003
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 18, 2003

39. "Of Counsel"

    By SMB, March 18, 2003
    • 4 replies
    • 1.6k views
    • 
    • goldtpa
    • March 19, 2003

40. Safe Harbor Non-elective

    By Gilmore, March 18, 2003
    • 2 replies
    • 1k views
    • 
    • Gilmore
    • March 18, 2003

41. Plan aggregation for top heavy

    By Guest jkrad, March 17, 2003
    • 3 replies
    • 1k views
    • 
    • R. Butler
    • March 18, 2003

42. ADP failure

    By pbarrett, March 17, 2003
    • 4 replies
    • 1.3k views
    • 
    • jaemmons
    • March 17, 2003

43. ACP/ADP Tesing

    By pbarrett, March 17, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • March 17, 2003

44. Waiting period for employer contributions

    By Guest Wahoo77, March 17, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 17, 2003

45. Does Safe Harbor contribution obligation cease on Plan Termination?

    By Guest Dave Danziger, March 17, 2003
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2003

46. effective date

    By wsp, March 13, 2003
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • March 17, 2003

47. Safe Harbor Plans and minimum age

    By Guest TLCPension, March 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 13, 2003

48. Is the plan top-heavy?

    By PensionNewbee, March 13, 2003
    • 15 replies
    • 1.9k views
    • 
    • PensionNewbee
    • March 17, 2003

49. Can Insurance Policies by distributed in-kind?

    By Guest Powers, March 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • March 13, 2003

50. What are the 401(k) participant statement reporting requirements?

    By pbarrett, March 13, 2003
    • 4 replies
    • 2.4k views
    • 
    • BFree
    • March 13, 2003