401(k) Plans

19,275 topics in this forum

1. effective date

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

2. Safe Harbor Plans and minimum age

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

3. Is the plan top-heavy?

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

4. Can Insurance Policies by distributed in-kind?

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

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

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

6. Safe harbor plan and 410(b) test

   By alexa, March 13, 2003
   • 4 replies
   • 3.6k views
   • 
   • Guest
   • March 13, 2003

7. recouping contributions to an employee's 401(k) plan

   By Guest JD698, March 12, 2003
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • March 13, 2003

8. 401(a)(26) and defined contribution plans

   By PensionNewbee, March 12, 2003
   • 1 reply
   • 1.1k views
   • 
   • jaemmons
   • March 12, 2003

9. individual 401(k) Plan - compensation and deferral question

   By wsp, March 12, 2003
   • 0 replies
   • 926 views
   • 
   • wsp
   • March 12, 2003

10. 5 Year Moratorium on Contributions for Keys

    By Guest PensionNW, March 12, 2003
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 12, 2003

11. Husband/Wife Controlled Group

    By Guest SCUDDESLER, March 11, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 11, 2003

12. Control Group Testing

    By Guest tcunagin, March 11, 2003
    • 9 replies
    • 3.1k views
    • 
    • Mike Preston
    • March 12, 2003

13. Notice Requirement Prior to Retirement

    By Guest blackacre, March 10, 2003
    • 0 replies
    • 926 views
    • 
    • Guest
    • March 10, 2003

14. ADP Testing

    By Guest ladybug61, March 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 10, 2003

15. 401(m) and coverage test

    By Guest dpk, March 8, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 9, 2003

16. Forfeiture Suspense Account for Matching Contributions

    By Guest blaum8, March 7, 2003
    • 3 replies
    • 5.5k views
    • 
    • Mike Preston
    • March 7, 2003

17. dual eligibility for full time/part time in safe harbor plan

    By JanetM, March 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • March 7, 2003

18. Is this plan FUBAR?

    By goldtpa, March 7, 2003
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • March 10, 2003

19. Top 20% Rule for identifying HCE's?

    By Guest KD40, March 7, 2003
    • 1 reply
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

20. ADP Excesses

    By Brian Gallagher, March 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2003

21. QNEC from ESOP??

    By Guest erisa15, March 7, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 10, 2003

22. Beneficiary's consent for a distribution

    By Guest Do, March 7, 2003
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • March 10, 2003

23. Catch-up/415 Limit

    By Guest Giovanni, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 7, 2003

24. Timing of elective deferral contributions.

    By katieinny, March 7, 2003
    • 5 replies
    • 1.5k views
    • 
    • E as in ERISA
    • March 7, 2003

25. 401(k) with quarterly valuation. How does the plan force the retiring

    By mal, March 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • April 5, 2003

26. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

27. Does the 408(m)(3) apply to individually directed accounts in a 401(a)

    By Guest Thornton, March 6, 2003
    • 4 replies
    • 2k views
    • 
    • E as in ERISA
    • March 7, 2003

28. Control group with tax-exempt subsidiary

    By Guest JDL, March 6, 2003
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • March 7, 2003

29. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
    • 0 replies
    • 901 views
    • 
    • Guest
    • March 6, 2003

30. Termination Distribution fees paid by plan participant

    By 2muchstress, March 6, 2003
    • 11 replies
    • 3.2k views
    • 
    • R. Butler
    • May 21, 2003

31. Discretionary Match

    By Guest Sehrl, March 6, 2003
    • 9 replies
    • 6.3k views
    • 
    • g8r
    • June 20, 2003

32. Top Heavy min contribution

    By dmb, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 6, 2003

33. Definition of Compensation excludes bonuses

    By Guest tonjer, March 6, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 13, 2003

34. 401K divorced spouse rights

    By Guest wolf, March 6, 2003
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • March 6, 2003

35. Current Availablity Test - different match for different service level

    By John A, March 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2003

36. Otherwise excludible - 0 NHCES

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

37. Safe Harbor Match

    By Guest jkrad, March 5, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

38. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • March 4, 2003

39. ADP/ACP testing

    By Guest Joanne Davey, March 4, 2003
    • 11 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 5, 2003

40. Prior Year ADP testing and plan imposed 15% limit exceeded by NHCE

    By Guest crosseyedtester, March 4, 2003
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 7, 2003

41. HCE lookback in cases of acquisition and merger

    By Guest LMalone, March 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • March 4, 2003

42. High minimum investment discriminatory??

    By Guest halka, March 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 6, 2003

43. Hardship withdrawals-did withholding rules change recently???

    By Guest DeePA, March 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • jaemmons
    • March 4, 2003

44. Treasury Regs on the web

    By Brian Gallagher, March 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • GBurns
    • March 5, 2003

45. 410(b)(6)(C) Transition Rules

    By R. Butler, March 4, 2003
    • 4 replies
    • 3.5k views
    • 
    • R. Butler
    • March 7, 2003

46. Blackout period

    By Rai401k, March 4, 2003
    • 10 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • March 4, 2003

47. DATAIR 401(k) ADP Test Result

    By Guest ChopperPilot, March 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

48. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 3, 2003

49. Military Leave

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

50. In-Kind Distributions

    By Guest erisafried, March 2, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 3, 2003