401(k) Plans

19,319 topics in this forum

1. 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

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

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

3. Top heavy test / related employer

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

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

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

5. Comp Limit $200,000 for 2002

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

6. 2-year eligibility

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

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

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

8. ERISA §404(c) and Employer Securities

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

9. 414(q)(1)(B) HCE definition over time

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

10. HCE and Initial Plan Year

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

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

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

12. ERISA prohibition against free riding

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

13. 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
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    • mbozek
    • September 16, 2002

14. testing for terminated plans

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

15. multiple employer plan

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

16. financial statement presentation of depreciation in investments

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

17. Discretionary Match in Formula and Considered Deferrals

    By Dawn Hafner, September 10, 2002
    • 2 replies
    • 1.7k views
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    • Guest
    • September 12, 2002

18. closing investment options

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

19. "Best Practices"

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

20. Lumpsum deduction of 401k administrative fees

    By Guest ennemm, June 11, 2002
    • 44 replies
    • 9.8k views
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    • R. Butler
    • September 12, 2002

21. Definite predetermined allocation formula

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

22. Simple question on 'S' corp

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

23. Voluntary after tax contributions

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

24. Blackout Period Notice Requirement Effective Date

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

25. spin off

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

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

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

27. Safe Harbor-Past Top Heavy

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

28. Adoption Date vs. Effective Date

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

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

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

30. 401(k) Plan Termination Effective 2001.

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

31. Top Heavy test

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

32. RMD Question

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

33. 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

34. Fiduciary Liability Master Class

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

35. Payment for unused sick time.

    By Guest Kristy Alexander, September 6, 2002
    • 6 replies
    • 2.3k views
    • 
    • E as in ERISA
    • September 9, 2002

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

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

37. 401(k) eligibility date

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

38. 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
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    • Steve72
    • September 5, 2002

39. ADP test and compensation pro rated?

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

40. 401k Cashout

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

41. catch ups and non calendar year plan year

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

42. Controlled Group

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

43. Deleting a Catch-Up Contribution Provision

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

44. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 3.9k views
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    • BFree
    • September 4, 2002

45. Withdrawal to multiple beneficiaries

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

46. Union Employees

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

47. Top Heavy Contribution & Non-ACP Match

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

48. 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

49. Union Employees

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

50. Definition of Alternate Payee

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