401(k) Plans

19,334 topics in this forum

1. Company Acquisition

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

2. Excludable Employee in 401k plan

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

3. Forfeitures

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

4. Refinancing a loan in default

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

5. Defined Benefit RFP

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

6. hardship for purpose of primary residence?

   By MR, March 19, 2003
   • 26 replies
   • 13k views
   • 
   • 2muchstress
   • March 26, 2003

7. Terminating a 401K....

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

8. ADP/ACP Refunds

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

9. early retirement and in-service withdrawals

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

10. Chapter 13 (Bankruptcy) and 401k loans

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

11. PEO Executive responds

    By Guest Lugeguy, March 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2003

12. Prohibited Transaction

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

13. 1-1 Correction for prior year testing method

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

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

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

15. excess matching contributions

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

16. 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

17. 401k's with two employers?

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

18. Weird Participant Loans

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

19. Catch up limits for low paid participants

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

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

    By Guest pjb, February 28, 2003
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • March 21, 2003

21. separate testing of excludable employees

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

22. Sec 4979 excise tax

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

23. Off Calendar Year End 402(g) Limit

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

24. When is Contribution "Made?"

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

25. "Of Counsel"

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

26. Tax reporting of excess contributions

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

27. A Low Normal Retirement Age

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

28. Safe Harbor & Peo

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

29. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

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

30. Design-based Safe Harbor Allocations

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

31. Are Companies Stopping 401(k) Match?

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

32. Eligible or Not?

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

33. Ineligible Employee making 401K contributions

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

34. Plan aggregation for top heavy

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

35. Safe Harbor Non-elective

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

36. ADP failure

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

37. Waiting period for employer contributions

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

38. Is the plan top-heavy?

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

39. ACP/ADP Tesing

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

40. 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

41. effective date

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

42. Safe Harbor Plans and minimum age

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

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

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

44. Safe harbor plan and 410(b) test

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

45. Can Insurance Policies by distributed in-kind?

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

46. Definition of Compensation excludes bonuses

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

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

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 13, 2003

48. 401(a)(26) and defined contribution plans

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

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

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

50. 5 Year Moratorium on Contributions for Keys

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