401(k) Plans

19,275 topics in this forum

1. Sole Prop 401(k) - when does 401(k) ctrb need to be made?

   By Guest Emiman, November 4, 2002
   • 2 replies
   • 1.9k views
   • 
   • mbozek
   • November 5, 2002

2. safe harbor 401(k) plan

   By Guest Mike Schwing, November 4, 2002
   • 1 reply
   • 1.9k views
   • 
   • MWeddell
   • November 5, 2002

3. IRS Notice 2000-3

   By Guest LKHartnett, November 4, 2002
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • November 5, 2002

4. Top Heavy and ADP/ACP Rules

   By Guest dhoefer, November 4, 2002
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • November 5, 2002

5. safe harbor effect on participation

   By JanetM, November 5, 2002
   • 0 replies
   • 1.1k views
   • 
   • JanetM
   • November 5, 2002

6. Exclusion of Previously Eligible Employees

   By Guest lforesz, November 1, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 4, 2002

7. 10% penalty on early withdrawals

   By Guest koolkid, November 2, 2002
   • 1 reply
   • 1.3k views
   • 
   • MWeddell
   • November 2, 2002

8. safe harbor 401k, top heavy, IRS opinion

   By Tom Poje, October 30, 2002
   • 10 replies
   • 2.6k views
   • 
   • Tom Poje
   • November 1, 2002

9. Gap period income

   By J. Bringhurst, November 1, 2002
   • 0 replies
   • 1.3k views
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   • J. Bringhurst
   • November 1, 2002

10. Plan Expenses

    By Guest SSD, October 31, 2002
    • 4 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 1, 2002

11. Single Person 401k and Compensation Definition

    By Guest amm19, October 22, 2002
    • 5 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • November 1, 2002

12. 401(k) Safe Harbor Notice

    By J2D2, October 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • October 31, 2002

13. Safe Harbor/ 401(K) Plan

    By Guest Margaret Denton, October 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • October 31, 2002

14. Distribution of excess deferrals after correction period

    By J. Bringhurst, October 30, 2002
    • 19 replies
    • 3.4k views
    • 
    • Brian Gallagher
    • October 31, 2002

15. Maxing at $40,000

    By Guest TAG, October 25, 2002
    • 4 replies
    • 1.5k views
    • 
    • kocak
    • October 31, 2002

16. removal of excess annual additions

    By Brian Gallagher, October 30, 2002
    • 5 replies
    • 2k views
    • 
    • Brian Gallagher
    • October 31, 2002

17. Safe Harbor 401(k)

    By Guest Rosemary Raymer, October 30, 2002
    • 11 replies
    • 2.3k views
    • 
    • RTK
    • October 30, 2002

18. Short Plan Year and ADP/ACP Testing

    By J. Bringhurst, October 28, 2002
    • 4 replies
    • 3.7k views
    • 
    • J. Bringhurst
    • October 30, 2002

19. Eliminating 4972 Excise Tax in 401(k) Plan

    By Guest OHH, October 29, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2002

20. Distributions in terminated plana

    By Guest ARuper, October 28, 2002
    • 10 replies
    • 2.1k views
    • 
    • mbozek
    • October 29, 2002

21. Defination of princial residence for the purposes of a hardship withdr

    By Guest Diane DuFresne, October 28, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • October 28, 2002

22. Top Heavy benefits under DC plan when DB is frozen

    By nancy, October 25, 2002
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 28, 2002

23. Named Fiduciary vs Directed TTEE

    By Guest Ephesian431, February 7, 2000
    • 23 replies
    • 8k views
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    • austin3515
    • October 28, 2002

24. ERISA investment requirements

    By fidu, October 24, 2002
    • 15 replies
    • 4.2k views
    • 
    • E as in ERISA
    • October 28, 2002

25. Clarification on Catchup Contributions

    By MBCarey, October 25, 2002
    • 10 replies
    • 3k views
    • 
    • 2muchstress
    • October 28, 2002

26. Testing match contribution based on years of service

    By Guest LoloV, October 24, 2002
    • 16 replies
    • 5.2k views
    • 
    • austin3515
    • October 26, 2002

27. Trust EIN number questions.

    By wsp, October 24, 2002
    • 1 reply
    • 2.8k views
    • 
    • E as in ERISA
    • October 25, 2002

28. Defined Contrib. Participant Education & Prospectus Delivery

    By Guest DCool, September 20, 2000
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 25, 2002

29. Overpayment of match to HCE

    By Guest terid, October 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 25, 2002

30. Fees -Nationwide

    By k man, January 22, 2002
    • 23 replies
    • 5k views
    • 
    • Guest
    • October 24, 2002

31. 401k loan ?

    By Guest jlbishop, October 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 24, 2002

32. Mid-year termination of 3% safe harbor

    By Guest Darrell, October 11, 2002
    • 3 replies
    • 2k views
    • 
    • IRC401
    • October 24, 2002

33. Hardship Withdrawal

    By Guest Ray Corneau, October 23, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • October 24, 2002

34. May a plan reference the elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2002

35. Can you eliminate QJSA under the new 411(d)(6) regs, even if QJSA is y

    By Guest Beth N, February 15, 2001
    • 16 replies
    • 4.9k views
    • 
    • Kirk Maldonado
    • October 23, 2002

36. Loan repayments on pretax bais

    By austin3515, October 21, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 23, 2002

37. Excess Contributions Determined Following Death of Participant

    By Guest T-BONE, October 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2002

38. Affiliated Employer?

    By Guest Michael Anderson, October 22, 2002
    • 7 replies
    • 2.3k views
    • 
    • jaemmons
    • October 23, 2002

39. Over Plan Document Limit

    By Guest CINCY, October 21, 2002
    • 15 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • October 23, 2002

40. Repeal of Multiple Use Test

    By Guest cjk, October 18, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 22, 2002

41. Employee Contributions and ACP Test Safe-Harbor

    By Guest t936, October 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • October 22, 2002

42. Convert Managed PSP to Daily

    By Guest jsample, October 21, 2002
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • October 22, 2002

43. Those darn leased employees!

    By Guest erisafried, October 16, 2002
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2002

44. 100% tax withholding on deminimus distributions?

    By Guest Cricket1, October 22, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2002

45. SERP question

    By fidu, October 17, 2002
    • 9 replies
    • 2.2k views
    • 
    • fidu
    • October 22, 2002

46. Insiders

    By Guest hitt24, October 21, 2002
    • 4 replies
    • 1.2k views
    • 
    • MGB
    • October 22, 2002

47. Plan Administrator

    By GBurns, October 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • October 22, 2002

48. ADP Calculation for first year of a plan

    By Stevo-PDX, April 17, 2002
    • 5 replies
    • 4k views
    • 
    • Fred Payne
    • October 21, 2002

49. Timing of IRS Response

    By Guest PJW, October 21, 2002
    • 0 replies
    • 989 views
    • 
    • Guest
    • October 21, 2002

50. Forfeitures accumulation since '97

    By austin3515, October 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • October 21, 2002