401(k) Plans

19,299 topics in this forum

1. Coverage Testing for 401(k) Plan

   By Guest asire2002, April 1, 2003
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • April 1, 2003

2. Top Heavy Plan

   By Guest At Peace, March 31, 2003
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • April 1, 2003

3. Determination Of Control Group

   By Lori H, March 31, 2003
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 31, 2003

4. Simple IRA

   By Guest Joanne Davey, March 31, 2003
   • 1 reply
   • 989 views
   • 
   • Guest
   • March 31, 2003

5. Irs Submission Of A Money Purchase Merger

   By Blinky the 3-eyed Fish, March 31, 2003
   • 1 reply
   • 964 views
   • 
   • Guest
   • March 31, 2003

6. OVer-distribution from defined contribution plan

   By Guest W Kelleher, February 17, 2003
   • 17 replies
   • 3.1k views
   • 
   • Appleby
   • March 31, 2003

7. 404(c) compliance

   By Guest Dolores Lawrence, February 28, 2003
   • 13 replies
   • 3.4k views
   • 
   • KJohnson
   • March 31, 2003

8. Apply Match To TH Minimum

   By Guest amybu99, March 31, 2003
   • 1 reply
   • 979 views
   • 
   • R. Butler
   • March 31, 2003

9. 401(a)(9) And Lump Sum Distributions

   By Guest Donaldson, March 28, 2003
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • March 28, 2003

10. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 28, 2003

11. Corrective Procedures for Late deposit of Deferrals

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

12. ADP/ACP Testing Method Change

    By Guest Henry P. Schneider, February 24, 2003
    • 9 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2003

13. Top Heavy 401(k)

    By Guest Ed Walker, March 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • March 27, 2003

14. PEO Questions

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

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

    By Casey, March 26, 2003
    • 8 replies
    • 1.2k views
    • 
    • Casey
    • March 27, 2003

16. Company Acquisition

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

17. Excludable Employee in 401k plan

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

18. Forfeitures

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

19. Refinancing a loan in default

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

20. Defined Benefit RFP

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

21. hardship for purpose of primary residence?

    By MR, March 19, 2003
    • 26 replies
    • 12.8k views
    • 
    • 2muchstress
    • March 26, 2003

22. Terminating a 401K....

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

23. ADP/ACP Refunds

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

24. early retirement and in-service withdrawals

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

25. Chapter 13 (Bankruptcy) and 401k loans

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

26. PEO Executive responds

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

27. Prohibited Transaction

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

28. 1-1 Correction for prior year testing method

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

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

    By Guest pentex, March 18, 2003
    • 5 replies
    • 1.9k views
    • 
    • MWeddell
    • March 24, 2003

30. excess matching contributions

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

31. 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

32. 401k's with two employers?

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

33. Weird Participant Loans

    By austin3515, November 21, 2002
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • March 21, 2003

34. Catch up limits for low paid participants

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

35. How does one calculate orphaned matching contributions (following retu

    By Guest pjb, February 28, 2003
    • 10 replies
    • 4.6k views
    • 
    • Guest
    • March 21, 2003

36. separate testing of excludable employees

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

37. Sec 4979 excise tax

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

38. Off Calendar Year End 402(g) Limit

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

39. When is Contribution "Made?"

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

40. "Of Counsel"

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

41. Tax reporting of excess contributions

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

42. A Low Normal Retirement Age

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

43. Safe Harbor & Peo

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

44. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

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

45. Design-based Safe Harbor Allocations

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

46. Are Companies Stopping 401(k) Match?

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

47. Eligible or Not?

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

48. Ineligible Employee making 401K contributions

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

49. Plan aggregation for top heavy

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

50. Safe Harbor Non-elective

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