401(k) Plans

19,516 topics in this forum

1. Top heavy minimum with frozen DB + 401(k)

   By Guest Judy S, June 2, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 2, 2003

2. Hardship Distribution

   By katieinny, May 30, 2003
   • 3 replies
   • 1.3k views
   • 
   • katieinny
   • May 30, 2003

3. Tax Withholding on Corrective Distributions

   By Guest rkmarkus, May 29, 2003
   • 3 replies
   • 4k views
   • 
   • Tom Poje
   • May 29, 2003

4. Bankruptcy affecting Loan

   By Guest Kim S., May 14, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • May 29, 2003

5. Self employed's Maximum Deduction

   By Guest chris4013, May 20, 2003
   • 3 replies
   • 1.3k views
   • 
   • Archimage
   • May 29, 2003

6. Forfeitures to reduce plan expenses?

   By Guest mattman, May 27, 2003
   • 6 replies
   • 2.1k views
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   • R. Butler
   • May 28, 2003

7. EGTRRA Deadline for New Plan?

   By Scott, May 23, 2003
   • 11 replies
   • 2.4k views
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   • g8r
   • May 28, 2003

8. Discrimination

   By Guest SWS, May 27, 2003
   • 3 replies
   • 1.6k views
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   • QDROphile
   • May 28, 2003

9. Trustee to trustee transfer

   By Guest jkrad, May 27, 2003
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • May 27, 2003

10. 3rd Party Sick Pay

    By Guest Mike Schwing, May 21, 2003
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 24, 2003

11. Wickersham's Replacement

    By Guest PensionGuru, May 24, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • May 24, 2003

12. prepaying 10% excise tax

    By wsp, May 21, 2003
    • 6 replies
    • 2.4k views
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    • MGB
    • May 23, 2003

13. Military Service

    By Guest John Nelson, May 23, 2003
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • May 23, 2003

14. Incorrect Plan Document

    By Guest Willie, May 21, 2003
    • 2 replies
    • 1.5k views
    • 
    • chris
    • May 22, 2003

15. Safe Harbor 401(k) and forfeitures

    By Guest wcoleman, May 21, 2003
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2003

16. IRA contr and 401(k)

    By Guest Brenda Schachle, May 21, 2003
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • May 22, 2003

17. 401(k) top heavy exception

    By Guest wcoleman, May 21, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 21, 2003

18. C1 Exam Study Group

    By Guest James Osterhaus, May 16, 2003
    • 3 replies
    • 1.4k views
    • 
    • ErisaGeek
    • May 21, 2003

19. Termination Distribution fees paid by plan participant

    By 2muchstress, March 6, 2003
    • 11 replies
    • 3.9k views
    • 
    • R. Butler
    • May 21, 2003

20. Adding Safe Harbor

    By nancy, May 19, 2003
    • 11 replies
    • 3.4k views
    • 
    • R. Butler
    • May 21, 2003

21. LUMP SUM TO REHIRED PARTICIPANT

    By Guest ROB VIDOVICH, May 20, 2003
    • 2 replies
    • 1.7k views
    • 
    • ccassetty
    • May 21, 2003

22. Mutual Fund Software

    By Guest tintree73, May 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 21, 2003

23. Terminating Plan

    By Guest lforesz, May 12, 2003
    • 8 replies
    • 3.8k views
    • 
    • g8r
    • May 21, 2003

24. Wickersham retired?

    By KJohnson, May 9, 2003
    • 16 replies
    • 6.9k views
    • 
    • Guest
    • May 16, 2003

25. Uni-K as S Corp Owner?

    By Scott, May 14, 2003
    • 11 replies
    • 3.2k views
    • 
    • mbozek
    • May 16, 2003

26. Safe Harbor Contributions

    By Guest nps, May 16, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 16, 2003

27. 402(g)

    By Guest Joanne Davey, May 14, 2003
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • May 16, 2003

28. asset in plan has market value of $0

    By Guest D. Leeke, May 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 16, 2003

29. Distributions on Plan Termination

    By Guest clh, May 15, 2003
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • May 16, 2003

30. Form 5330 and VFC Program

    By Guest cosmo01, May 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2003

31. Early Eligibility for Safe Harbor Testing

    By smm, May 15, 2003
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • May 16, 2003

32. Corrective Distributions

    By Guest Jenn, May 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • kocak
    • May 15, 2003

33. Late contributions for some participants

    By Guest tonjer, May 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2003

34. ADP testing on terminating plan

    By Guest chris4013, May 12, 2003
    • 2 replies
    • 2.4k views
    • 
    • Jean
    • May 14, 2003

35. Ineligible Participants

    By Guest susa, May 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2003

36. Terminated employee rollovers

    By Guest wjr, May 7, 2003
    • 17 replies
    • 7.2k views
    • 
    • Kirk Maldonado
    • May 14, 2003

37. Changing eligibility

    By Guest chris4013, May 8, 2003
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • May 13, 2003

38. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 13, 2003

39. PS Shortfall in Floor/offset

    By Guest Ddalk, May 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • May 13, 2003

40. No Longer a Participating Employer

    By Guest JEP, May 12, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 12, 2003

41. Corrective Distributions

    By Guest Michael S. Ouellette, May 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 12, 2003

42. HCE Determination

    By DTH, May 9, 2003
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • May 12, 2003

43. annuity overpayments

    By Guest TroyRiley, May 8, 2003
    • 3 replies
    • 2.2k views
    • 
    • GBurns
    • May 10, 2003

44. Okay to grant service with previous employer?

    By John A, May 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • John A
    • May 9, 2003

45. Loan Interest

    By Guest mgreenwald, April 16, 2003
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • May 9, 2003

46. ADP correction using catch up provision

    By Guest nps, May 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 9, 2003

47. Vesting

    By Guest mbb03, May 9, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 9, 2003

48. Prohibited Transactions and reporting on From 5330

    By Guest kwagner, October 24, 2002
    • 6 replies
    • 3.9k views
    • 
    • E as in ERISA
    • May 9, 2003

49. Rollover of Simple IRA into 401k?

    By Guest Amanda Davis, May 9, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 9, 2003

50. Failing ACP test and refunding contributions

    By Guest buyertoday, May 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 9, 2003