401(k) Plans

19,275 topics in this forum

1. Plan Loans Exceeding 5 Years - Time of Default

   By Guest rocnrols2, January 8, 2003
   • 2 replies
   • 1.8k views
   • 
   • E as in ERISA
   • January 9, 2003

2. Otherwise Excludable Employees

   By Guest dll, January 8, 2003
   • 4 replies
   • 2.9k views
   • 
   • Tom Poje
   • January 13, 2003

3. Corp. Tax Deadline

   By Guest CCarter, January 8, 2003
   • 2 replies
   • 1.4k views
   • 
   • Archimage
   • January 9, 2003

4. simple IRA to safe harbor

   By Guest Terryjohn316, January 8, 2003
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • January 9, 2003

5. Distribution pay back to reinstate forfeitures

   By ccassetty, January 8, 2003
   • 26 replies
   • 6.2k views
   • 
   • Mike Preston
   • January 14, 2003

6. SEP-IRA and non-integrated 401(K) together

   By Guest firstq, January 8, 2003
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 8, 2003

7. Safe Harbor Design

   By Archimage, January 8, 2003
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • January 8, 2003

8. Commonlaw Wife Rights To A 401k Of Deceased Commonlaw Husband

   By Guest CONFUSED401K, January 8, 2003
   • 2 replies
   • 5.8k views
   • 
   • mbozek
   • January 8, 2003

9. 401(k) deferrals counting towards the 415 maximum annual addition

   By chris, January 7, 2003
   • 20 replies
   • 6.6k views
   • 
   • Guest
   • January 23, 2003

10. Premature Distribution?

    By Guest Amanda Davis, January 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • January 8, 2003

11. Testing after-tax contributions to a 401(k) pla.

    By Guest Thornton, January 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • KJohnson
    • January 7, 2003

12. Need help finding 401k Product for small plans

    By Guest Fuzzy, January 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 2003

13. Impact on 401(a)(4) of using match to satisfy top heavy minimum?

    By AndyH, January 7, 2003
    • 6 replies
    • 4.2k views
    • 
    • AndyH
    • January 9, 2003

14. Terminated 401(k) Plans

    By Guest margok, January 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 7, 2003

15. FMLA and Qualified Plans

    By Guest James Denny, January 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2003

16. Year of Service

    By Guest GRIMY, January 7, 2003
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • January 7, 2003

17. Change to Allocation Method After Year End

    By Guest Alan Stonewall, January 7, 2003
    • 10 replies
    • 9.3k views
    • 
    • Mike Preston
    • January 8, 2003

18. Can top heavy minimum also serve as QNEC?

    By Guest blaum8, January 6, 2003
    • 18 replies
    • 4.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 8, 2003

19. OK to use partial year comp for safe harbor 3% contribution?

    By Lynn Campbell, January 6, 2003
    • 5 replies
    • 2.2k views
    • 
    • Lynn Campbell
    • January 9, 2003

20. Coverage- DC/DB

    By Guest Napili, January 4, 2003
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 9, 2003

21. Valuation at Distribution

    By Guest LLandau, January 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • January 4, 2003

22. 59 1/2 distribution

    By Guest kelly9522, January 3, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2003

23. Discrimination in payment of plan investment fees?

    By Guest blaum8, January 3, 2003
    • 1 reply
    • 1k views
    • 
    • mbozek
    • January 3, 2003

24. 401(k) Election Not Implemented

    By Guest kharris, January 3, 2003
    • 4 replies
    • 1.8k views
    • 
    • RCK
    • January 10, 2003

25. Top Heavy Paired Plans

    By austin3515, January 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 5, 2003

26. Otherwise Excludable EE

    By Guest Mike Schwing, January 3, 2003
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • January 6, 2003

27. Contribution for Participants in a Terminating Member of a Controlled

    By Guest Thornton, January 2, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • January 3, 2003

28. Last day rule

    By Guest jim williams, January 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • maverick
    • January 3, 2003

29. Catch-up Contributions - Fiscal year plan

    By Guest AJR, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 2, 2003

30. Nonuniform Employer Contributions

    By Guest LLandau, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • January 2, 2003

31. Definition of Benefits, Rights and Features.

    By Guest Ofraser, December 31, 2002
    • 7 replies
    • 6.8k views
    • 
    • mbozek
    • January 3, 2003

32. Top Heavy Determination and Distributions

    By Guest tcunagin, December 31, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 31, 2002

33. Terminated, what about my 401k?

    By Guest strawvan1, December 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 31, 2002

34. plan accepting rollovers

    By FJR, December 30, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2002

35. Application of MRD rules to a post-death 401(k) distribution

    By Guest erisafried, December 30, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • December 31, 2002

36. Underfunded Plans (2nd request)

    By fidu, December 30, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 31, 2002

37. Timing of sole proprietor elective deferrals

    By bzorc, December 30, 2002
    • 3 replies
    • 4.2k views
    • 
    • pmacduff
    • December 30, 2002

38. Discretionary match contribution disclosure

    By DTH, December 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • December 30, 2002

39. Employees who are rehired after a break in service.

    By katieinny, December 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • December 30, 2002

40. Top Heavy

    By Guest dbx, December 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 30, 2002

41. HCEs

    By Guest Pete Joachim, December 27, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 30, 2002

42. 401K early withdrawal...

    By Guest Carl C, December 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • December 28, 2002

43. Part-time employees

    By Guest Hoosier, December 27, 2002
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 27, 2002

44. Can existing 401(k) Plan be amended to include safe harbor provisions?

    By smm, December 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • 2muchstress
    • December 27, 2002

45. counting service before plan for eligibility

    By Earl, December 24, 2002
    • 15 replies
    • 3.9k views
    • 
    • KJohnson
    • December 31, 2002

46. Match Correction

    By Guest Mike Schwing, December 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 24, 2002

47. Elective vs non-elective question

    By Guest Carma Christensen, December 23, 2002
    • 4 replies
    • 3.2k views
    • 
    • AndyH
    • January 2, 2003

48. catch up contributions

    By Guest lindamichals, December 23, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2003

49. 2 plans in a controlled group

    By FJR, December 23, 2002
    • 4 replies
    • 1.9k views
    • 
    • RCK
    • December 26, 2002

50. 401(k) effective date

    By Guest esi-jht, December 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • December 23, 2002