401(k) Plans

19,534 topics in this forum

1. Inservice Distributions

   By MBCarey, June 20, 2003
   • 2 replies
   • 1.3k views
   • 
   • g8r
   • June 20, 2003

2. Discretionary Match

   By Guest Sehrl, March 6, 2003
   • 9 replies
   • 7k views
   • 
   • g8r
   • June 20, 2003

3. Using forfeitures as QNECs

   By Kirk Maldonado, June 19, 2003
   • 2 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • June 20, 2003

4. Company Match

   By Guest koolkidd, June 19, 2003
   • 2 replies
   • 1.3k views
   • 
   • pmacduff
   • June 19, 2003

5. catch up contributions

   By Guest lindamichals, December 23, 2002
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • June 18, 2003

6. 401(k) forfeitures

   By Guest ANBFREE, June 13, 2003
   • 5 replies
   • 2.9k views
   • 
   • E as in ERISA
   • June 18, 2003

7. Reclassification of catch up contributions

   By Guest h_nowicki, June 18, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 18, 2003

8. Plan Termination

   By Guest cosmo01, June 17, 2003
   • 2 replies
   • 1.7k views
   • 
   • RTK
   • June 17, 2003

9. SPD Timing - New Plan

   By Guest jhilliard, June 17, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 17, 2003

10. late correction of adp test

    By Guest Julie Woulfe, June 17, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 17, 2003

11. Last Day rule (?) for Safe Harbor contrib

    By Brian Gallagher, June 12, 2003
    • 6 replies
    • 9.3k views
    • 
    • Guest
    • June 17, 2003

12. Using 3% NHCE ADP for first year of plan

    By maverick, June 16, 2003
    • 1 reply
    • 1.9k views
    • 
    • alanm
    • June 17, 2003

13. Asset Charge - Small Business

    By Guest jhilliard, June 16, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • June 16, 2003

14. IRA rollover to 401(k) Plan

    By Guest Mike Schwing, June 13, 2003
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • June 16, 2003

15. Hardship Withdrawal

    By MarZDoates, June 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • June 16, 2003

16. Top Heavy Question

    By Guest Alwaysthinking, June 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • kocak
    • June 14, 2003

17. Money Purchase Plan merger

    By Guest jhilliard, June 12, 2003
    • 9 replies
    • 2.5k views
    • 
    • KJohnson
    • June 13, 2003

18. 401(k) contributions and bonus compensation

    By Guest Mr. Relaxation, June 13, 2003
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • June 13, 2003

19. Company Sells Division Part of 401k Plan

    By Guest ROB VIDOVICH, June 13, 2003
    • 2 replies
    • 2k views
    • 
    • david rigby
    • June 13, 2003

20. Stock Attribution

    By Guest CCarter, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • June 13, 2003

21. Advisory fees

    By Guest Junior, June 4, 2003
    • 44 replies
    • 9.4k views
    • 
    • Guest
    • June 13, 2003

22. Coverage Testing on Match Contributions

    By Guest Toni Jo, June 10, 2003
    • 5 replies
    • 3.1k views
    • 
    • MWeddell
    • June 13, 2003

23. Goodbye SEP, hello 401k

    By Guest R. Daestrom, June 12, 2003
    • 1 reply
    • 1.6k views
    • 
    • goldtpa
    • June 13, 2003

24. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 12, 2003

25. Adding an After Tax Plan

    By Guest klg, June 12, 2003
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2003

26. Hardship distribution for Purpose of Principal Residence

    By Guest tonjer, March 18, 2003
    • 17 replies
    • 12.1k views
    • 
    • mbozek
    • June 12, 2003

27. Same Name - Wrong Guy Got the 401k Money

    By Guest Robin S. Vatalaro, June 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • June 12, 2003

28. Shifting QMACs of HCEs to ADP

    By Jeff Kirtner, June 10, 2003
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 12, 2003

29. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 12, 2003

30. Include SARSEP deferrals in average benefits test?

    By MR, June 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • goldtpa
    • June 12, 2003

31. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.3k views
    • 
    • EGB
    • June 11, 2003

32. Asset Chagre By plan size

    By Guest jhilliard, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 11, 2003

33. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • June 11, 2003

34. Amending SIMPLE 401k to 401k

    By Guest Ddalk, June 10, 2003
    • 4 replies
    • 2k views
    • 
    • R. Butler
    • June 11, 2003

35. 415 Limit

    By John A, April 1, 2003
    • 8 replies
    • 3.9k views
    • 
    • Guest
    • June 11, 2003

36. 5500 Schedule of Assets Held

    By austin3515, June 10, 2003
    • 0 replies
    • 2.4k views
    • 
    • austin3515
    • June 10, 2003

37. Illegal employee

    By Guest Mike Schwing, June 9, 2003
    • 21 replies
    • 9.7k views
    • 
    • GBurns
    • June 10, 2003

38. excess contribution

    By Guest ehayes, June 6, 2003
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 10, 2003

39. Trustee change - how handle document??

    By Guest Michael Anderson, June 9, 2003
    • 1 reply
    • 2.6k views
    • 
    • mbozek
    • June 10, 2003

40. ADP Testing of an LLC

    By Guest dstran, June 7, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 9, 2003

41. Bankruptcy

    By DTH, June 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 9, 2003

42. Available Loan Amount with Multiple Loans

    By Guest ROB VIDOVICH, June 9, 2003
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • June 9, 2003

43. Safe Harbor Matches and Top Heavy...

    By Guest RONNIE WASEL, June 9, 2003
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 9, 2003

44. Mandatory withholding

    By Guest cosmo01, June 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • June 9, 2003

45. IRA ROLLOVER

    By Guest Mike Schwing, June 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 9, 2003

46. Churches and 401(k) Plans

    By Guest LLandau, June 6, 2003
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • June 9, 2003

47. Can a participant elect out of loan repayments?

    By Guest Amanda Davis, June 3, 2003
    • 5 replies
    • 2.2k views
    • 
    • RCK
    • June 6, 2003

48. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • June 6, 2003

49. Allocation of ER Match

    By Guest bgiles, June 6, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 6, 2003

50. In-Service Withdrawals (under 59 1/2)

    By Brian Gallagher, June 4, 2003
    • 9 replies
    • 16.3k views
    • 
    • Mary Kay Foss
    • June 6, 2003