401(k) Plans

19,275 topics in this forum

1. "Individual" 401(k)

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

2. 415 testing

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

3. suspension after after-tax wdr

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

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

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

5. safe harbor match with top heavy plan

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

6. Top Heavy Testing Questions

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

7. 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

8. How is a rollover counted for top-heavy purposes when an employee choo

   By John A, March 31, 2000
   • 3 replies
   • 2k views
   • 
   • actuarysmith
   • September 18, 2002

9. Top heavy test / related employer

   By Guest JB2, February 5, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • September 18, 2002

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

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

11. Comp Limit $200,000 for 2002

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

12. 2-year eligibility

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

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

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

14. ERISA §404(c) and Employer Securities

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

15. 414(q)(1)(B) HCE definition over time

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

16. HCE and Initial Plan Year

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

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

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

18. ERISA prohibition against free riding

    By fidu, July 31, 2002
    • 8 replies
    • 2.3k views
    • 
    • mbozek
    • September 16, 2002

19. Employer filed tax return. Can they amend return and make a P/S contri

    By Guest S FISCHER, March 27, 2001
    • 12 replies
    • 3.7k views
    • 
    • mbozek
    • September 16, 2002

20. testing for terminated plans

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

21. multiple employer plan

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

22. financial statement presentation of depreciation in investments

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

23. Discretionary Match in Formula and Considered Deferrals

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

24. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • actuarysmith
    • September 12, 2002

25. "Best Practices"

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

26. Lumpsum deduction of 401k administrative fees

    By Guest ennemm, June 11, 2002
    • 44 replies
    • 9.7k views
    • 
    • R. Butler
    • September 12, 2002

27. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.2k views
    • 
    • KJohnson
    • September 12, 2002

28. Simple question on 'S' corp

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

29. Voluntary after tax contributions

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

30. Blackout Period Notice Requirement Effective Date

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

31. spin off

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

32. Catch-up Contributions and 401(a)(17) Limit

    By rocknrolls2, November 16, 2001
    • 17 replies
    • 6.4k views
    • 
    • mbozek
    • September 11, 2002

33. Safe Harbor-Past Top Heavy

    By BTH, December 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • September 11, 2002

34. Adoption Date vs. Effective Date

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

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

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

36. 401(k) Plan Termination Effective 2001.

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

37. Top Heavy test

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

38. RMD Question

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

39. 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

40. Fiduciary Liability Master Class

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

41. Payment for unused sick time.

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

42. 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

43. 401(k) eligibility date

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

44. 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

45. ADP test and compensation pro rated?

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

46. 401k Cashout

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

47. catch ups and non calendar year plan year

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

48. Controlled Group

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

49. Deleting a Catch-Up Contribution Provision

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

50. 401k Offshore processing

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