401(k) Plans

19,337 topics in this forum

1. Non Calendar Year 401k

   By DP, November 25, 2002
   • 5 replies
   • 5k views
   • 
   • kocak
   • November 26, 2002

2. QDRO for a Nonqualified Deferred Compensation Plan

   By Guest koolkid, November 25, 2002
   • 5 replies
   • 2.8k views
   • 
   • mbozek
   • November 26, 2002

3. Hardship Withdraw

   By Guest agsmith, November 25, 2002
   • 15 replies
   • 2.5k views
   • 
   • austin3515
   • November 25, 2002

4. A 401k vs Roth IRA scenario?

   By Guest smsnead1, November 24, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • November 24, 2002

5. Failure of employer to withhold

   By Guest BillClinton, November 22, 2002
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • November 25, 2002

6. 402(g) limitation violation due to 2 plans

   By Fred Payne, November 22, 2002
   • 7 replies
   • 4.4k views
   • 
   • mbozek
   • November 25, 2002

7. Safe Harbor notice requirement

   By Guest Ed Walker, November 22, 2002
   • 1 reply
   • 1.6k views
   • 
   • pmacduff
   • November 22, 2002

8. Short Plan Year--eligibilty for a contribution allocation

   By KJohnson, November 22, 2002
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • November 22, 2002

9. Conflict of Interest

   By Guest ScottSRoenigk, November 22, 2002
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • December 3, 2002

10. SIMPLE as a successor plan

    By Guest RAA, November 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • November 21, 2002

11. aggressive "shifting" to pass ADP/ACP

    By Guest MaryMac, November 21, 2002
    • 2 replies
    • 3.6k views
    • 
    • GBurns
    • November 22, 2002

12. $200,000 comp limit

    By Brian Gallagher, November 21, 2002
    • 4 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • November 21, 2002

13. Spin-Off question regarding ADP/ACP Testing

    By Guest KD40, November 21, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 21, 2002

14. Weird Participant Loans

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

15. SHNEC plus Enhanced Match

    By Guest KevinP, November 21, 2002
    • 15 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 21, 2002

16. Hardship & Loan

    By Guest yvonne001, November 21, 2002
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • November 26, 2002

17. Eligibility for Profit-Sharing Contribution

    By Guest CRC02, November 20, 2002
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • December 2, 2002

18. MRD Amendments

    By Guest koolkid, November 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 20, 2002

19. Mandatory ER Contributions

    By Guest hpaine, November 20, 2002
    • 15 replies
    • 3.6k views
    • 
    • JanetM
    • December 4, 2002

20. Short Plan Year

    By Guest Mike Schwing, November 20, 2002
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • November 21, 2002

21. Calculating excise tax on late remittance of deferrals

    By Sully, November 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • MWeddell
    • November 21, 2002

22. Out of the PEO

    By Guest Mike Schwing, November 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2002

23. 401K and Cafeteria Plans

    By Guest Lex, November 20, 2002
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 20, 2002

24. Effectivity of 401k limit changes

    By Guest fred37, November 20, 2002
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 26, 2002

25. Plan year-end change - notification to participants

    By Guest Achilles, November 19, 2002
    • 11 replies
    • 2.7k views
    • 
    • KJohnson
    • November 19, 2003

26. Hardship Withdrawals

    By Guest pentex, November 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 19, 2002

27. Client erroneously informed ee’s of discontinuation of match

    By Guest Powers, November 18, 2002
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • November 20, 2002

28. Vesting issues...

    By Guest RONNIE WASEL, November 18, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2002

29. HCE and Key Employee Question?

    By Guest KD40, November 18, 2002
    • 5 replies
    • 2.9k views
    • 
    • kocak
    • November 18, 2002

30. Minimum Distribution Requirements To A Retired Re-Hire.

    By Guest hilda, November 16, 2002
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • November 16, 2002

31. 401(k) PSP - Converting to ESOP "in part" to use 404(k) divi

    By Guest jvanheyde, November 15, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2002

32. "Non-compensated" Service

    By Guest dick@fbanet.com, November 15, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 15, 2002

33. discretionary trustee

    By fidu, November 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • fidu
    • November 18, 2002

34. Elimination of QJSA

    By Guest Lex, November 15, 2002
    • 13 replies
    • 5.5k views
    • 
    • Guest
    • November 27, 2002

35. Higher match on year end bonuses?

    By Guest tracys, November 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • November 15, 2002

36. Comp for 3% SHNEC for plan with dual eligibility

    By Guest jody303, November 15, 2002
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 15, 2002

37. Successor Trustee duty w/ respect to prior breach

    By Guest halka, November 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • November 15, 2002

38. 401k Early Withdrawal Penalty

    By fidu, November 14, 2002
    • 19 replies
    • 8.6k views
    • 
    • BG5150
    • July 6, 2009

39. Early 401(k) Participation - Top Heavy Minimum Required?

    By Guest jvanheyde, November 14, 2002
    • 7 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 15, 2002

40. Qslob

    By Guest Lex, November 14, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 14, 2002

41. EGTRRA and anti-cutback rules

    By Guest JDL, November 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • November 14, 2002

42. Help With Egttra Irs Rules For Hce's - Especially Where Account Holder

    By Guest Mike350, November 13, 2002
    • 10 replies
    • 1.9k views
    • 
    • RCK
    • November 18, 2002

43. RMD's

    By 2muchstress, November 13, 2002
    • 5 replies
    • 1.9k views
    • 
    • pmacduff
    • November 14, 2002

44. Brother-sister control group

    By Guest tonjer, November 13, 2002
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • November 20, 2002

45. Family Attribution Rules

    By Guest rmyoung, November 13, 2002
    • 3 replies
    • 2.3k views
    • 
    • R. Butler
    • November 13, 2002

46. top heavy 401k

    By Guest greggi39, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 15, 2002

47. Termination and rehire into controlled group

    By Guest k9522, November 13, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 2002

48. Partnership 401(k)'s

    By austin3515, November 13, 2002
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2002

49. Hardship distribution made in error

    By Guest David M, November 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • 2muchstress
    • November 13, 2002

50. hardship withdrawals

    By Guest alexis, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 13, 2002