401(k) Plans

19,299 topics in this forum

1. Trust EIN number questions.

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

2. Defined Contrib. Participant Education & Prospectus Delivery

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

3. Overpayment of match to HCE

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

4. Fees -Nationwide

   By k man, January 22, 2002
   • 23 replies
   • 5.1k views
   • 
   • Guest
   • October 24, 2002

5. 401k loan ?

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

6. Mid-year termination of 3% safe harbor

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

7. Hardship Withdrawal

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

8. May a plan reference the elapsed time regulations?

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

9. 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
   • 5k views
   • 
   • Kirk Maldonado
   • October 23, 2002

10. Loan repayments on pretax bais

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

11. Excess Contributions Determined Following Death of Participant

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

12. Affiliated Employer?

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

13. Over Plan Document Limit

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

14. Repeal of Multiple Use Test

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

15. Employee Contributions and ACP Test Safe-Harbor

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

16. Convert Managed PSP to Daily

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

17. Those darn leased employees!

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

18. 100% tax withholding on deminimus distributions?

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

19. SERP question

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

20. Insiders

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

21. Plan Administrator

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

22. ADP Calculation for first year of a plan

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

23. Timing of IRS Response

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

24. Forfeitures accumulation since '97

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

25. substantially equal installments

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

26. Annual vs. Pay Period calculation of match

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

27. Stopping RMD's

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

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

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

29. Required Minimum Distributions

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

30. Life Insurance Under a Qualified Employee Plan

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

31. Severance Pay

    By k man, October 18, 2002
    • 9 replies
    • 3.1k views
    • 
    • RTK
    • October 18, 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. Trust Identification Number

    By Brian Gallagher, October 15, 2002
    • 13 replies
    • 15.2k views
    • 
    • pmacduff
    • October 18, 2002

34. Forfeiture of residual vested balances

    By Guest kan, October 17, 2002
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • October 18, 2002

35. 401(k) immediate entry - match/PS 1 year wait, dual entry - how do yo

    By Guest MEGary, December 28, 2000
    • 15 replies
    • 4.6k views
    • 
    • austin3515
    • October 18, 2002

36. 401(k) and ADEC

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

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

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

38. Retroactive Amendment to Add Related Employer?

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

39. max contribution allocation

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

40. Controll group

    By Guest JFBEARB, September 13, 2002
    • 13 replies
    • 2.4k views
    • 
    • jaemmons
    • October 16, 2002

41. 401K Report Information

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

42. Beneficiaries

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

43. projected 2002 contributions

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

44. Match True Up and the affect of Payroll Adjustments

    By Guest susanward, October 14, 2002
    • 2 replies
    • 3.9k views
    • 
    • Tom Poje
    • October 16, 2002

45. 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

46. Loan Fees on SPD

    By Guest KJSpaeth, October 14, 2002
    • 8 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 15, 2002

47. Match True up

    By Guest susanward, October 9, 2002
    • 1 reply
    • 2.2k views
    • 
    • austin3515
    • October 15, 2002

48. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
    • 15 replies
    • 8.5k views
    • 
    • Guest
    • October 15, 2002

49. Peo

    By Guest Lex, October 2, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 2002

50. UK Taxation of 401(k) Distributions

    By JWK, April 1, 2002
    • 9 replies
    • 4.6k views
    • 
    • mbozek
    • October 15, 2002