401(k) Plans

19,320 topics in this forum

1. Company Stock Limits

   By Guest btooz, July 25, 2002
   • 8 replies
   • 2.2k views
   • 
   • RCK
   • July 31, 2002

2. Controlled Group with Two Plans

   By Guest PES, July 24, 2002
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • July 25, 2002

3. SRO rules impact on Bank Trust Departments (from ABA Trust Letter)

   By fidu, July 24, 2002
   • 0 replies
   • 1.3k views
   • 
   • fidu
   • July 24, 2002

4. Current Availability of Benefits

   By Guest Thornton, July 23, 2002
   • 11 replies
   • 2.8k views
   • 
   • mbozek
   • July 24, 2002

5. Under $5k distributions

   By Guest benefitsanalyst, July 22, 2002
   • 16 replies
   • 4k views
   • 
   • actuarysmith
   • July 25, 2002

6. What is the impact of catch-up elections on the general test?

   By JDuns, July 22, 2002
   • 5 replies
   • 1.5k views
   • 
   • JDuns
   • July 23, 2002

7. GUST Deadline Missed (tricky, time is short) -- Solutions?

   By Guest Plan the Man, July 19, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 19, 2002

8. Fiduciary status

   By Guest Becca2002, July 19, 2002
   • 1 reply
   • 1.3k views
   • 
   • Ron Snyder
   • July 21, 2002

9. Illegal Aliens

   By Guest benefitsanalyst, July 19, 2002
   • 19 replies
   • 12.2k views
   • 
   • Guest
   • July 30, 2002

10. Loan Default

    By Guest benefitsanalyst, July 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

11. ADP Excess Contributions

    By Guest benefitsanalyst, July 19, 2002
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

12. hardship suspensions & new 401(k) plan

    By Guest Barge Girl, July 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • July 22, 2002

13. 401k Insurance Policy

    By Guest Kconsultant, July 18, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 18, 2002

14. 2002 Required Minimum Distribution

    By Guest taj32z, July 18, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

15. ADP Test

    By Archimage, July 18, 2002
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2002

16. Compensation Ratio Test

    By Guest Kimberly Flett, July 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2002

17. Matching Formula Based on Total (not 401(a)(17)) Comp

    By lkpittman, July 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • July 18, 2002

18. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • July 18, 2002

19. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.6k views
    • 
    • billfgrady
    • July 17, 2002

20. Hardship Distribution Suspension

    By Guest JFBEARB, July 17, 2002
    • 5 replies
    • 10.1k views
    • 
    • MWeddell
    • August 12, 2009

21. Peo with a 401(k) question

    By abanky, July 16, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2002

22. Prior Year ADP Testing for New Plan

    By Guest kgsingletary, July 16, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

23. Rolling Over Loans

    By Guest andmik, July 16, 2002
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • July 17, 2002

24. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

25. Matching Contribution Deposit Deadline

    By Guest dll, July 15, 2002
    • 1 reply
    • 2.1k views
    • 
    • jpod
    • July 15, 2002

26. Correcting Pla that Violated 401(k)(10)

    By Guest Aaron Pierce, July 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • July 16, 2002

27. 5330, Sch. G

    By BFree, July 12, 2002
    • 0 replies
    • 1.3k views
    • 
    • BFree
    • July 12, 2002

28. What to do with excess contributions that were mistaken rolled over to

    By Guest Plan the Man, July 12, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 2002

29. Correction of excess deferrals and match

    By Scott, July 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • July 12, 2002

30. prohibited transaction???

    By fidu, July 12, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • July 16, 2002

31. After tax ACP refunds

    By Guest Kim S., July 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 12, 2002

32. 10% early withdrawal penalty - plan terminations.

    By Guest SeanT, July 11, 2002
    • 2 replies
    • 4k views
    • 
    • Richard Anderson
    • July 11, 2002

33. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.4k views
    • 
    • Earl
    • July 12, 2002

34. Plan Fees

    By MBCarey, July 10, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2002

35. deferred comp

    By fidu, July 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 10, 2002

36. Finding Legislation on the Web

    By Guest CCarter, July 9, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 9, 2002

37. Rehires

    By Guest JEP, July 9, 2002
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • July 10, 2002

38. Gust 59 1/2

    By Guest hitt24, July 9, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 9, 2002

39. Safe Harbor Contribution for 1st Year - Compensation Used

    By Guest KMP, July 8, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 8, 2002

40. Thrift 401(k) Plan

    By Guest Mardi Gras, July 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Erik Read
    • July 12, 2002

41. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 8, 2002

42. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.3k views
    • 
    • mbozek
    • July 10, 2002

43. CO switches PEO -- how should we handle the 401K transfer?

    By Guest srflad, July 3, 2002
    • 1 reply
    • 2.7k views
    • 
    • alanm
    • July 12, 2002

44. Does loan policy need to be tested for non-discrimination?

    By Richard Anderson, July 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • July 7, 2002

45. Management Co./control group/coverage

    By Guest LLandau, July 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • July 8, 2002

46. Pension merger into 401(k) plan

    By Guest Tbrown, July 3, 2002
    • 5 replies
    • 2.1k views
    • 
    • rcline46
    • July 8, 2002

47. $40,000 P-S Contribution and $1,000 401(k) Catch-up permitted?

    By billfgrady, July 2, 2002
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 15, 2002

48. Control Group

    By Guest MNR, July 2, 2002
    • 16 replies
    • 2.5k views
    • 
    • Guest
    • July 3, 2002

49. Top Heavy 401(k) Plan

    By bdeancpa, July 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2002

50. Who prepares investment materials for statement paks?

    By Guest FREE401k, July 2, 2002
    • 14 replies
    • 1.8k views
    • 
    • mbozek
    • July 7, 2002