401(k) Plans

19,275 topics in this forum

1. required rates of return

   By Guest Jeanie, September 24, 2002
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • September 24, 2002

2. Loan Refinancing

   By MarZDoates, September 24, 2002
   • 6 replies
   • 3.7k views
   • 
   • MarZDoates
   • September 24, 2002

3. Highly comp Employee Question?

   By Guest KD40, September 24, 2002
   • 3 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • September 24, 2002

4. Last Day Rule Question???

   By Guest KD40, September 23, 2002
   • 3 replies
   • 2.1k views
   • 
   • Mike Preston
   • September 24, 2002

5. True-up Match . . . for 2001!

   By Guest LKHartnett, September 23, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 23, 2002

6. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

   By Guest EPC, September 23, 2002
   • 1 reply
   • 1.5k views
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   • KJohnson
   • September 23, 2002

7. Disposition of Forfeitures

   By austin3515, September 23, 2002
   • 3 replies
   • 2.2k views
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   • austin3515
   • September 27, 2002

8. Overnight Shipping Expenses

   By Guest andmik, September 23, 2002
   • 1 reply
   • 1.9k views
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   • jaemmons
   • September 23, 2002

9. 401(k) with union employees

   By FJR, September 21, 2002
   • 2 replies
   • 1.6k views
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   • jaemmons
   • September 23, 2002

10. IRA Rollovers into 401k plans

    By Guest Lex, September 20, 2002
    • 11 replies
    • 2.1k views
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    • Guest
    • November 15, 2002

11. Definition of Compensation / Fiscal Year

    By BFree, September 20, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

12. Disaggregation for ADP/ACP Testing

    By Guest KD40, September 20, 2002
    • 3 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

13. Qnec

    By Guest Cricket1, September 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

14. Definition of Compensation

    By MarZDoates, September 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • September 20, 2002

15. 415 testing

    By Guest mkelly, September 19, 2002
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 20, 2002

16. "Individual" 401(k)

    By Guest wjr, September 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • September 20, 2002

17. suspension after after-tax wdr

    By Guest Gunner, September 19, 2002
    • 6 replies
    • 2.1k views
    • 
    • RTK
    • September 19, 2002

18. Top Heavy Testing Questions

    By Guest KD40, September 18, 2002
    • 8 replies
    • 1.6k views
    • 
    • kocak
    • September 19, 2002

19. Profit Sharing Contribution Allocated for 12-month Period other than t

    By Guest T-BONE, September 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 19, 2002

20. Catch-ups & off calendar yr plans - again

    By Guest RGlaser, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2002

21. Sep's SAr-SEP's and EGRTAA

    By Guest Patrick M, September 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2002

22. Top-Heavy aggregation with Terminated Plan and 416(g)(3)

    By KJohnson, September 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 11, 2003

23. Comp Limit $200,000 for 2002

    By Guest Kim S., September 18, 2002
    • 10 replies
    • 2.1k views
    • 
    • Appleby
    • September 18, 2002

24. 2-year eligibility

    By FJR, September 17, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • September 18, 2002

25. 401(k) Hardship Safe Harbor - Post Secondary Education

    By Guest jlucc, September 17, 2002
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • September 26, 2002

26. 414(q)(1)(B) HCE definition over time

    By Guest gkaley, September 16, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 17, 2002

27. ERISA §404(c) and Employer Securities

    By Guest cjk, September 16, 2002
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • September 17, 2002

28. Mandatory Cash-out and the old look back rule

    By Guest PJW, September 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 2002

29. Admin for 9/30/02 plan year end

    By FJR, September 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • FJR
    • September 17, 2002

30. testing for terminated plans

    By Guest bythebay, September 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 15, 2002

31. multiple employer plan

    By Guest jim williams, September 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 15, 2002

32. Controll group

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

33. Certifications & Limited scope audits

    By austin3515, September 12, 2002
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2002

34. financial statement presentation of depreciation in investments

    By Guest l balmer, September 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 2002

35. safe harbor match with top heavy plan

    By MR, September 12, 2002
    • 7 replies
    • 1.9k views
    • 
    • R. Butler
    • September 19, 2002

36. "Best Practices"

    By Guest cjk, September 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • September 12, 2002

37. Simple question on 'S' corp

    By Brian Gallagher, September 12, 2002
    • 3 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • September 12, 2002

38. Voluntary after tax contributions

    By 2muchstress, September 11, 2002
    • 3 replies
    • 1.7k views
    • 
    • 2muchstress
    • September 11, 2002

39. Blackout Period Notice Requirement Effective Date

    By John A, September 11, 2002
    • 0 replies
    • 1.2k views
    • 
    • John A
    • September 11, 2002

40. Adoption Date vs. Effective Date

    By Guest LKHartnett, September 10, 2002
    • 2 replies
    • 7.1k views
    • 
    • Guest
    • September 10, 2002

41. HCE and Initial Plan Year

    By Guest Tara Curran, September 10, 2002
    • 10 replies
    • 2.3k views
    • 
    • Earl
    • September 17, 2002

42. spin off

    By k man, September 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • k man
    • September 11, 2002

43. Using permitted disparity in a Safe Harbor 401(k) Plan

    By katieinny, September 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • September 10, 2002

44. Catch up Contributions in a non-calendar year plan

    By Guest Steve McD, September 10, 2002
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • September 24, 2002

45. Discretionary Match in Formula and Considered Deferrals

    By Dawn Hafner, September 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2002

46. 401(k) Plan Termination Effective 2001.

    By Guest ROB VIDOVICH, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • September 10, 2002

47. RMD Question

    By Guest KD40, September 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • September 10, 2002

48. Fiduciary Liability Master Class

    By Guest kristiena, September 9, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 9, 2002

49. Multiple Employer PEO 401(k) Plan with Top Heavy Failure

    By Guest gjfowler, September 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • alanm
    • September 9, 2002

50. Top Heavy test

    By k man, September 9, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 10, 2002