401(k) Plans

19,319 topics in this forum

1. 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

2. Missed deferrals/match on bonus

   By Guest Sue2, August 30, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2002

3. Safe Harbor Top Heavy Test

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

4. 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

5. Catch-Up 6/30 YE Question

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

6. Ineligible Participant

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

7. Top Heavy Contribution

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

8. Changing the matching formula

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

9. Top Heavy Requirement Re: Age

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

10. Employer reimbursement of investment fees.

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

11. Deemed or Defaulted

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

12. trustee directed match to partcipant directed

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

13. Top Heavy in First Year

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

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

    By chris, August 27, 2002
    • 7 replies
    • 1.5k views
    • 
    • E as in ERISA
    • August 29, 2002

15. 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

16. hce with no contribution

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

17. Ex-spouse named as beneficiary

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

18. MPPP & 401(k) Plan 415 Limit

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

19. Deferrals and safe harbor contributions on car allowances

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

20. ERISA issues

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

21. Stopping Deferrals

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

22. Hardship Withdrawal

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

23. Survey of Match Arrangements

    By Guest Lucie, February 8, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

24. Bonding

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

25. Lost Participant-No longer in the country

    By Guest knightkj, August 16, 2002
    • 10 replies
    • 2.1k views
    • 
    • david rigby
    • August 23, 2002

26. Compensation

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

27. Hardships & Loan repayments

    By Brian Gallagher, August 22, 2002
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 22, 2002

28. 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

29. Form 5330 and after-tax contributions

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

30. ACP and Excess Annual Additions

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

31. 401(k) Termination and Successor Plan

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

32. Interest calculation for late contributions?

    By Guest susan w, August 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • August 21, 2002

33. EPCRS

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

34. Limited Scope audit or Full scope audit

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

35. Safe Harbor Hardship Distribution - purchase of principal residence

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

36. PS Plan- medical benefits

    By Guest Lex, May 31, 2002
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 19, 2002

37. principal residence loan term

    By Guest terid, August 16, 2002
    • 6 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • August 18, 2002

38. 401(k) one-time withdrawl

    By Guest mngreenfield, August 14, 2002
    • 14 replies
    • 2.1k views
    • 
    • joel
    • August 18, 2002

39. 401(k) vendors

    By Guest benefitslady, August 14, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 16, 2002

40. Discontinuing MRDs when a Retiree is Rehired

    By Guest koolkid, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 15, 2002

41. New Employer for Successor Plan Rule

    By Guest philc, August 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • alanm
    • August 15, 2002

42. SPDs

    By Guest pjb, August 14, 2002
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • August 14, 2002

43. Employer Stock in 401k plan

    By 2muchstress, August 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 14, 2002

44. Catchup Contributions

    By Guest mpark, August 13, 2002
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • August 14, 2002

45. Participant Loans

    By 2muchstress, August 13, 2002
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • August 14, 2002

46. Controled Group of Corporations

    By Guest Casey Russell, August 13, 2002
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • August 14, 2002

47. Standards of Hardship Proof?

    By Guest MaryMac, August 2, 2002
    • 5 replies
    • 3.9k views
    • 
    • card
    • August 13, 2002

48. LLP Questions

    By Guest Effie Clark, August 12, 2002
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 13, 2002

49. In-Kind Distributions

    By Guest LWilson, August 13, 2002
    • 1 reply
    • 1.8k views
    • 
    • jaemmons
    • August 13, 2002

50. Excess match in 2000

    By Guest ycurran, February 15, 2002
    • 5 replies
    • 1.9k views
    • 
    • lkpittman
    • August 12, 2002