401(k) Plans

19,275 topics in this forum

1. Payment for unused sick time.

   By Guest Kristy Alexander, September 6, 2002
   • 6 replies
   • 2.2k views
   • 
   • E as in ERISA
   • September 9, 2002

2. What fees can be paid from plan assets, and which fees can be absorbed

   By 2muchstress, September 6, 2002
   • 1 reply
   • 1.6k views
   • 
   • KJohnson
   • September 6, 2002

3. HELP!! With shadow 401(k), What is it and where can I get info thank

   By Guest bbaugh, September 5, 2002
   • 2 replies
   • 1.8k views
   • 
   • Steve72
   • September 5, 2002

4. 401(k) eligibility date

   By Guest Tara Curran, September 5, 2002
   • 2 replies
   • 1.9k views
   • 
   • 2muchstress
   • September 6, 2002

5. ADP test and compensation pro rated?

   By Guest Tara Curran, September 5, 2002
   • 1 reply
   • 1.6k views
   • 
   • jaemmons
   • September 5, 2002

6. 401k Cashout

   By Guest Russmaster, September 4, 2002
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 5, 2002

7. Controlled Group

   By Guest pjb, September 4, 2002
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • September 4, 2002

8. Deleting a Catch-Up Contribution Provision

   By Guest Callan, September 4, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • September 4, 2002

9. Withdrawal to multiple beneficiaries

   By Guest ami, September 3, 2002
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • September 3, 2002

10. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 3, 2002

11. Top Heavy Contribution & Non-ACP Match

    By Guest Much2Learn, September 3, 2002
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2002

12. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2002

13. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson, September 3, 2002
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • September 3, 2002

14. catch ups and non calendar year plan year

    By Guest mkelly, August 30, 2002
    • 4 replies
    • 1.7k views
    • 
    • kocak
    • September 5, 2002

15. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2002

16. Definition of Alternate Payee

    By Guest Thornton, August 30, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 30, 2002

17. Ineligible Participant

    By Guest Much2Learn, August 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2002

18. Tax reporting of return of excess deferrals for non calendar plan year

    By dmb, August 30, 2002
    • 4 replies
    • 2k views
    • 
    • jaemmons
    • August 30, 2002

19. Safe Harbor Top Heavy Test

    By Brenda Wren, August 29, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 30, 2002

20. Catch-Up 6/30 YE Question

    By BTH, August 29, 2002
    • 2 replies
    • 1.2k views
    • 
    • BTH
    • August 30, 2002

21. Top Heavy Requirement Re: Age

    By Guest Ted Kowalchuk, CFP, CFS,, August 28, 2002
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • August 29, 2002

22. Employer reimbursement of investment fees.

    By Guest Thornton, August 28, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2002

23. Catch-Up Contribution Question for Employees Eligible Mid Year

    By Guest wwc870, August 28, 2002
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 29, 2002

24. trustee directed match to partcipant directed

    By Guest bbaugh, August 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • August 29, 2002

25. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 3.8k views
    • 
    • BFree
    • September 4, 2002

26. Ex-spouse named as beneficiary

    By 2muchstress, August 27, 2002
    • 17 replies
    • 4.7k views
    • 
    • mbozek
    • August 28, 2002

27. Top Heavy Contribution

    By DP, August 27, 2002
    • 12 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2002

28. Deferrals and safe harbor contributions on car allowances

    By Guest maddie, August 27, 2002
    • 1 reply
    • 3.9k views
    • 
    • jaemmons
    • August 27, 2002

29. Issues to look out for re merger of 401(k)'s???

    By chris, August 27, 2002
    • 7 replies
    • 1.4k views
    • 
    • E as in ERISA
    • August 29, 2002

30. MPPP & 401(k) Plan 415 Limit

    By Guest AdminFL, August 27, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • August 27, 2002

31. CDSC Charges

    By Guest Admin, August 26, 2002
    • 39 replies
    • 11.6k views
    • 
    • Bird
    • September 2, 2005

32. Stopping Deferrals

    By Guest Dook, August 26, 2002
    • 2 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 26, 2002

33. Hardship Withdrawal

    By Guest Bergy, August 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • August 26, 2002

34. ERISA issues

    By fidu, August 26, 2002
    • 5 replies
    • 1.6k views
    • 
    • fidu
    • August 27, 2002

35. Bonding

    By Earl, August 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

36. hce with no contribution

    By Guest Codi, August 23, 2002
    • 18 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 28, 2002

37. Compensation

    By Guest Lex, August 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • August 23, 2002

38. Hardships & Loan repayments

    By Brian Gallagher, August 22, 2002
    • 11 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 22, 2002

39. Form 5330 and after-tax contributions

    By J. Bringhurst, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 22, 2002

40. Deemed or Defaulted

    By Guest walpadopolis, August 22, 2002
    • 4 replies
    • 18.4k views
    • 
    • R. Butler
    • August 29, 2002

41. Top Heavy in First Year

    By Guest KMP, August 22, 2002
    • 18 replies
    • 6.7k views
    • 
    • Mike Preston
    • August 29, 2002

42. Interest calculation for late contributions?

    By Guest susan w, August 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • August 21, 2002

43. ACP and Excess Annual Additions

    By Guest PJW, August 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 21, 2002

44. 401(k) Termination and Successor Plan

    By Guest JDL, August 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 21, 2002

45. Limited Scope audit or Full scope audit

    By Guest RyanA, August 20, 2002
    • 3 replies
    • 13.1k views
    • 
    • JohnCheek
    • August 20, 2002

46. 401(k) deferrals in top heavy plan make contributions exceed 415 for g

    By Guest MEGary, August 19, 2002
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • August 22, 2002

47. Safe Harbor Hardship Distribution - purchase of principal residence

    By Guest bogart126, August 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 20, 2002

48. Multiple employer PEO 401(k) plan: employer withdrawal triggers perman

    By Guest FAQ, August 19, 2002
    • 6 replies
    • 5.1k views
    • 
    • alanm
    • August 30, 2002

49. EPCRS

    By Guest jhahn, August 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 20, 2002

50. Lost Participant-No longer in the country

    By Guest knightkj, August 16, 2002
    • 10 replies
    • 2k views
    • 
    • david rigby
    • August 23, 2002