401(k) Plans

19,334 topics in this forum

1. Distributions in terminated plana

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

2. Short Plan Year and ADP/ACP Testing

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

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

   By Guest Diane DuFresne, October 28, 2002
   • 2 replies
   • 1.9k views
   • 
   • E as in ERISA
   • October 28, 2002

4. 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

5. Clarification on Catchup Contributions

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

6. Maxing at $40,000

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

7. Overpayment of match to HCE

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

8. Trust EIN number questions.

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

9. ERISA investment requirements

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

10. Prohibited Transactions and reporting on From 5330

    By Guest kwagner, October 24, 2002
    • 6 replies
    • 3.4k views
    • 
    • E as in ERISA
    • May 9, 2003

11. 401k loan ?

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

12. Testing match contribution based on years of service

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

13. Hardship Withdrawal

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

14. Excess Contributions Determined Following Death of Participant

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

15. May a plan reference the elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2002

16. 100% tax withholding on deminimus distributions?

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

17. Affiliated Employer?

    By Guest Michael Anderson, October 22, 2002
    • 7 replies
    • 2.4k views
    • 
    • jaemmons
    • October 23, 2002

18. Employee Contributions and ACP Test Safe-Harbor

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

19. Single Person 401k and Compensation Definition

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

20. Plan Administrator

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

21. Convert Managed PSP to Daily

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

22. Timing of IRS Response

    By Guest PJW, October 21, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 21, 2002

23. Forfeitures accumulation since '97

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

24. Loan repayments on pretax bais

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

25. Annual vs. Pay Period calculation of match

    By austin3515, October 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2002

26. Discretionary Matches and Safe Harbor 401(k) Plans

    By katieinny, October 21, 2002
    • 36 replies
    • 15.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

27. Hardship distributions - land purchase for pre-existing trailer

    By Guest tonjer, October 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • October 21, 2002

28. Insiders

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

29. Over Plan Document Limit

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

30. Stopping RMD's

    By Guest terid, October 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 21, 2002

31. Required Minimum Distributions

    By Guest WyrickL, October 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2002

32. maximum employer contribution/deduction

    By Guest k9522, October 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • October 18, 2002

33. Repeal of Multiple Use Test

    By Guest cjk, October 18, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2002

34. Life Insurance Under a Qualified Employee Plan

    By Guest WyrickL, October 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 18, 2002

35. Severance Pay

    By k man, October 18, 2002
    • 9 replies
    • 3.1k views
    • 
    • RTK
    • October 18, 2002

36. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 2.9k views
    • 
    • KJohnson
    • August 5, 2003

37. 401(k) and ADEC

    By Guest rocnrols2, October 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • October 18, 2002

38. Plan Audits (for large plans- 5500 Sch. H)

    By Guest rachd, October 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 18, 2002

39. Forfeiture of residual vested balances

    By Guest kan, October 17, 2002
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • October 18, 2002

40. max contribution allocation

    By Guest tbt, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 17, 2002

41. SERP question

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

42. Retroactive Amendment to Add Related Employer?

    By Guest Cricket1, October 16, 2002
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • October 17, 2002

43. Beneficiaries

    By Guest Julie, October 16, 2002
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

44. Those darn leased employees!

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

45. Trust Identification Number

    By Brian Gallagher, October 15, 2002
    • 13 replies
    • 15.4k views
    • 
    • pmacduff
    • October 18, 2002

46. substantially equal installments

    By Guest Mike Schwing, October 15, 2002
    • 6 replies
    • 4.9k views
    • 
    • lkpittman
    • October 21, 2002

47. When do you need to make minimum distributions in a Profit Sharing Pla

    By Guest Michael Anderson, October 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 16, 2002

48. projected 2002 contributions

    By FJR, October 15, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 16, 2002

49. 401K Report Information

    By Guest pctesa, October 15, 2002
    • 8 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

50. EE terminates from one company in control group and begins to work for

    By Guest LLandau, October 14, 2002
    • 7 replies
    • 5.2k views
    • 
    • austin3515
    • October 15, 2002