401(k) Plans

19,275 topics in this forum

1. Cross Tested Safe Harbor 401k Plan

   By Guest TAG, December 11, 2002
   • 10 replies
   • 2.6k views
   • 
   • Tom Poje
   • January 7, 2003

2. Otherwise Excludable EE

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

3. Top Heavy Paired Plans

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

4. tax credit

   By FJR, December 6, 2002
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • January 4, 2003

5. Valuation at Distribution

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

6. Definition of Benefits, Rights and Features.

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

7. 59 1/2 distribution

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

8. Discrimination in payment of plan investment fees?

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

9. Last day rule

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

10. 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

11. Elective vs non-elective question

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

12. Catch-up Contributions - Fiscal year plan

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

13. Nonuniform Employer Contributions

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

14. 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

15. counting service before plan for eligibility

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

16. Top Heavy Determination and Distributions

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

17. Underfunded Plans (2nd request)

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

18. plan accepting rollovers

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

19. Terminated, what about my 401k?

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

20. HCEs

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

21. Timing of sole proprietor elective deferrals

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

22. change plan year end

    By wsp, December 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • chris
    • December 30, 2002

23. Discretionary match contribution disclosure

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

24. Top Heavy

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

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

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

26. Participant Loans/Credit Cards

    By austin3515, December 19, 2002
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 2002

27. 401K early withdrawal...

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

28. Safe Harbor Notice (Exceptions to Timing Requirement)

    By Guest CRA, December 19, 2002
    • 11 replies
    • 3k views
    • 
    • 2muchstress
    • December 27, 2002

29. Match For Free

    By Disco Stu, December 6, 2002
    • 20 replies
    • 4.3k views
    • 
    • MWeddell
    • December 27, 2002

30. Part-time employees

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

31. 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

32. Forfeitures in Safe Harbor 401(k) Plan

    By Guest dcb, December 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

33. Pension Administrator or Benefits Administrator Salary

    By Guest Sara H, January 9, 2002
    • 27 replies
    • 6.6k views
    • 
    • Guest
    • December 26, 2002

34. 2 plans in a controlled group

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

35. Match Correction

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

36. Ineligible 401k participant

    By Guest Ed Walker, February 26, 2002
    • 11 replies
    • 7.6k views
    • 
    • lkpittman
    • December 23, 2002

37. Deferrals Not Withheld From Pay

    By Guest ERead, November 16, 1998
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • December 23, 2002

38. RMD's - death before RBD

    By Guest terid, December 20, 2002
    • 2 replies
    • 2k views
    • 
    • Appleby
    • December 23, 2002

39. One person 401(k) Plan

    By FJR, December 16, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 23, 2002

40. 401k Trust Statement

    By Guest Amanda Davis, December 20, 2002
    • 11 replies
    • 13.2k views
    • 
    • austin3515
    • December 23, 2002

41. 401(k) effective date

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

42. Individual(k) Plan

    By FJR, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Earl
    • December 22, 2002

43. 401(k) Testing

    By Guest mjakel, December 17, 2002
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 20, 2002

44. Safe Harbor Match wrt Top-Heavy Min & 401(a)(4)

    By Guest pension222, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • December 20, 2002

45. Taxes on Minimum Distribution?

    By Guest Michael Anderson, December 20, 2002
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • December 20, 2002

46. underfunded plan

    By fidu, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 20, 2002

47. Coverage Group vs. W-2 Coverage Check Box

    By Fred Payne, December 19, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 19, 2002

48. Safe Harbor 3% Notice

    By Guest Bob Neal, December 19, 2002
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 19, 2002

49. Is current year ADP election tied to GUST RAP?

    By Kathy, December 11, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 19, 2002

50. Too late for 401(k)?

    By Brenda Wren, December 13, 2002
    • 15 replies
    • 2.9k views
    • 
    • Archimage
    • December 19, 2002