401(k) Plans

19,299 topics in this forum

1. Definite predetermined allocation formula

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

2. Simple question on 'S' corp

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

3. Voluntary after tax contributions

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

4. Blackout Period Notice Requirement Effective Date

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

5. spin off

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

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

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

7. Safe Harbor-Past Top Heavy

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

8. Adoption Date vs. Effective Date

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

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

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

10. 401(k) Plan Termination Effective 2001.

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

11. Top Heavy test

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

12. RMD Question

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

13. 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

14. Fiduciary Liability Master Class

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

15. Payment for unused sick time.

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

16. 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

17. 401(k) eligibility date

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

18. 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

19. ADP test and compensation pro rated?

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

20. 401k Cashout

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

21. catch ups and non calendar year plan year

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

22. Controlled Group

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

23. Deleting a Catch-Up Contribution Provision

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

24. 401k Offshore processing

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

25. Withdrawal to multiple beneficiaries

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

26. Union Employees

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

27. Top Heavy Contribution & Non-ACP Match

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

28. 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

29. Union Employees

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

30. Definition of Alternate Payee

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

31. 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

32. Missed deferrals/match on bonus

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

33. Safe Harbor Top Heavy Test

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

34. 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

35. Catch-Up 6/30 YE Question

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

36. Ineligible Participant

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

37. Top Heavy Contribution

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

38. Changing the matching formula

    By Guest Kelly Igel, December 14, 2001
    • 3 replies
    • 2.8k views
    • 
    • RTK
    • August 29, 2002

39. Top Heavy Requirement Re: Age

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

40. Employer reimbursement of investment fees.

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

41. Deemed or Defaulted

    By Guest walpadopolis, August 22, 2002
    • 4 replies
    • 18.5k views
    • 
    • R. Butler
    • August 29, 2002

42. trustee directed match to partcipant directed

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

43. Top Heavy in First Year

    By Guest KMP, August 22, 2002
    • 18 replies
    • 6.8k views
    • 
    • Mike Preston
    • August 29, 2002

44. 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

45. 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

46. hce with no contribution

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

47. Ex-spouse named as beneficiary

    By 2muchstress, August 27, 2002
    • 17 replies
    • 4.8k views
    • 
    • mbozek
    • August 28, 2002

48. MPPP & 401(k) Plan 415 Limit

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

49. Deferrals and safe harbor contributions on car allowances

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

50. ERISA issues

    By fidu, August 26, 2002
    • 5 replies
    • 1.7k views
    • 
    • fidu
    • August 27, 2002