401(k) Plans

19,413 topics in this forum

1. ADP corrective distributions

   By Guest chris4013, April 2, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 3, 2003

2. 401(k) for sole proprietor?

   By betheeg, April 3, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • April 3, 2003

3. 401 K Plan with S corp K-1 dollars.

   By Guest GinGinR, April 3, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 3, 2003

4. Prohibited Transactions

   By Guest num1sherm, March 31, 2003
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • April 3, 2003

5. Bottom Up QNEC

   By Guest Frank Jackson, July 2, 1999
   • 11 replies
   • 4.3k views
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   • ccassetty
   • April 3, 2003

6. 2002 Excessive employer withdrawal/contribution to my 401K

   By Guest blb, March 23, 2003
   • 8 replies
   • 2.2k views
   • 
   • 2muchstress
   • April 2, 2003

7. Puerto Rico 401(k) Plans

   By Guest okz, April 1, 2003
   • 3 replies
   • 3.6k views
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   • E as in ERISA
   • April 2, 2003

8. ADP Failure/SCP/Reverse (Bottom Up) QNECs

   By Dawn Hafner, May 20, 2002
   • 13 replies
   • 2.9k views
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   • Guest
   • April 2, 2003

9. Stable Value Market Value Gain

   By MoJo, January 16, 2003
   • 20 replies
   • 4.5k views
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   • MWeddell
   • April 2, 2003

10. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.5k views
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    • Guest
    • April 1, 2003

11. Related Rollovers

    By Guest clh, April 1, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2003

12. Proxy Voting in Blackout

    By Guest TaraD, April 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • April 1, 2003

13. H/W of Safe Harbor Matching Contributions

    By J. Bringhurst, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 1, 2003

14. Key Employees

    By Guest SharonB, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 1, 2003

15. Coverage Testing for 401(k) Plan

    By Guest asire2002, April 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 1, 2003

16. Top Heavy Plan

    By Guest At Peace, March 31, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • April 1, 2003

17. Determination Of Control Group

    By Lori H, March 31, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 31, 2003

18. Simple IRA

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

19. Irs Submission Of A Money Purchase Merger

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

20. OVer-distribution from defined contribution plan

    By Guest W Kelleher, February 17, 2003
    • 17 replies
    • 3.3k views
    • 
    • Appleby
    • March 31, 2003

21. 404(c) compliance

    By Guest Dolores Lawrence, February 28, 2003
    • 13 replies
    • 3.5k views
    • 
    • KJohnson
    • March 31, 2003

22. Apply Match To TH Minimum

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

23. 401(a)(9) And Lump Sum Distributions

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

24. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • March 28, 2003

25. Corrective Procedures for Late deposit of Deferrals

    By Guest ScottB, March 25, 2003
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • March 27, 2003

26. ADP/ACP Testing Method Change

    By Guest Henry P. Schneider, February 24, 2003
    • 9 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2003

27. Top Heavy 401(k)

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

28. PEO Questions

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

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

    By Casey, March 26, 2003
    • 8 replies
    • 1.3k views
    • 
    • Casey
    • March 27, 2003

30. Company Acquisition

    By KateSmithPA, March 26, 2003
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • March 27, 2003

31. Excludable Employee in 401k plan

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

32. Forfeitures

    By Guest Mbrockway, March 26, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 26, 2003

33. Refinancing a loan in default

    By Guest lforesz, March 26, 2003
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 26, 2003

34. Defined Benefit RFP

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 2003

35. hardship for purpose of primary residence?

    By MR, March 19, 2003
    • 26 replies
    • 13.5k views
    • 
    • 2muchstress
    • March 26, 2003

36. Terminating a 401K....

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

37. ADP/ACP Refunds

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

38. early retirement and in-service withdrawals

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

39. Chapter 13 (Bankruptcy) and 401k loans

    By Guest Amanda Davis, March 25, 2003
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • March 25, 2003

40. PEO Executive responds

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

41. Prohibited Transaction

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

42. 1-1 Correction for prior year testing method

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

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

    By Guest pentex, March 18, 2003
    • 5 replies
    • 2.3k views
    • 
    • MWeddell
    • March 24, 2003

44. excess matching contributions

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

45. 402g Limit - plan had changes during the year

    By Guest Achilles, March 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 21, 2003

46. 401k's with two employers?

    By Guest Sumi Smorynski, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • 2muchstress
    • March 21, 2003

47. Weird Participant Loans

    By austin3515, November 21, 2002
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2003

48. Catch up limits for low paid participants

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

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

    By Guest pjb, February 28, 2003
    • 10 replies
    • 4.8k views
    • 
    • Guest
    • March 21, 2003

50. separate testing of excludable employees

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