401(k) Plans

19,319 topics in this forum

1. 10% penalty on early withdrawals

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

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

   By Tom Poje, October 30, 2002
   • 10 replies
   • 2.7k views
   • 
   • Tom Poje
   • November 1, 2002

3. Gap period income

   By J. Bringhurst, November 1, 2002
   • 0 replies
   • 1.4k views
   • 
   • J. Bringhurst
   • November 1, 2002

4. Plan Expenses

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

5. Single Person 401k and Compensation Definition

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

6. 401(k) Safe Harbor Notice

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

7. Safe Harbor/ 401(K) Plan

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

8. Distribution of excess deferrals after correction period

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

9. Maxing at $40,000

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

10. removal of excess annual additions

    By Brian Gallagher, October 30, 2002
    • 5 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • October 31, 2002

11. Safe Harbor 401(k)

    By Guest Rosemary Raymer, October 30, 2002
    • 11 replies
    • 2.4k views
    • 
    • RTK
    • October 30, 2002

12. Short Plan Year and ADP/ACP Testing

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

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

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

14. Distributions in terminated plana

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

15. 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

16. 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

17. Named Fiduciary vs Directed TTEE

    By Guest Ephesian431, February 7, 2000
    • 23 replies
    • 8.2k views
    • 
    • austin3515
    • October 28, 2002

18. ERISA investment requirements

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

19. Clarification on Catchup Contributions

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

20. Testing match contribution based on years of service

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

21. Trust EIN number questions.

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

22. Defined Contrib. Participant Education & Prospectus Delivery

    By Guest DCool, September 20, 2000
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • October 25, 2002

23. Overpayment of match to HCE

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

24. Fees -Nationwide

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

25. 401k loan ?

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

26. Mid-year termination of 3% safe harbor

    By Guest Darrell, October 11, 2002
    • 3 replies
    • 2.1k views
    • 
    • IRC401
    • October 24, 2002

27. Hardship Withdrawal

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

28. May a plan reference the elapsed time regulations?

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

29. 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

30. Loan repayments on pretax bais

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

31. Excess Contributions Determined Following Death of Participant

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

32. Affiliated Employer?

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

33. Over Plan Document Limit

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

34. Repeal of Multiple Use Test

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

35. Employee Contributions and ACP Test Safe-Harbor

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

36. Convert Managed PSP to Daily

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

37. Those darn leased employees!

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

38. 100% tax withholding on deminimus distributions?

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

39. SERP question

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

40. Insiders

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

41. Plan Administrator

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

42. ADP Calculation for first year of a plan

    By Stevo-PDX, April 17, 2002
    • 5 replies
    • 4.1k views
    • 
    • Fred Payne
    • October 21, 2002

43. Timing of IRS Response

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

44. Forfeitures accumulation since '97

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

45. substantially equal installments

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

46. Annual vs. Pay Period calculation of match

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

47. Stopping RMD's

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

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

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

49. Required Minimum Distributions

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

50. Life Insurance Under a Qualified Employee Plan

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