401(k) Plans

19,299 topics in this forum

1. Prior Year ADP Testing for New Plan

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

2. Match Caps

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

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

   By Guest Plan the Man, July 12, 2002
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • July 16, 2002

4. Reliance on Advisory Letter-Volume Plan-Affiliated Service Group

   By lkpittman, May 1, 2002
   • 3 replies
   • 1.5k views
   • 
   • lkpittman
   • July 16, 2002

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

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

6. LLC interest treated as stock for Plan purposes.

   By Guest Gary Rouse, January 1, 2001
   • 10 replies
   • 3.1k views
   • 
   • BeckyMiller
   • July 15, 2002

7. Matching Contribution Deposit Deadline

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

8. $40,000 P-S Contribution and $1,000 401(k) Catch-up permitted?

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

9. Terminated Employee???

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

10. 5330, Sch. G

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

11. VEBA 501c9

    By fidu, June 27, 2002
    • 7 replies
    • 4.7k views
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    • Ron Snyder
    • July 12, 2002

12. Correction of excess deferrals and match

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

13. Thrift 401(k) Plan

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

14. After tax ACP refunds

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

15. 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

16. 10% early withdrawal penalty - plan terminations.

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

17. Plan Fees

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

18. Rehires

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

19. deferred comp

    By fidu, July 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 10, 2002

20. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.2k views
    • 
    • mbozek
    • July 10, 2002

21. Finding Legislation on the Web

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

22. Gust 59 1/2

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

23. Pension merger into 401(k) plan

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

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

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

25. Thirft 401(k) plan

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

26. Management Co./control group/coverage

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

27. Who prepares investment materials for statement paks?

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

28. 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

29. restatement for off plan year who is terminating

    By Guest terid, June 19, 2002
    • 3 replies
    • 1.4k views
    • 
    • Alf
    • July 3, 2002

30. Fiduciary liability?...

    By Guest RONNIE WASEL, June 28, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2002

31. Control Group

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

32. Top Heavy 401(k) Plan

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

33. EGTRRA and minimum match vesting

    By Guest GS1100, June 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • July 2, 2002

34. Safe harbor hardship withdrawal standard

    By Guest Bud, June 24, 2002
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • July 2, 2002

35. Timing of catch-up amendment

    By Guest Catch-upper in the Rye, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • July 2, 2002

36. Single Participant Plan

    By Guest Runner, June 28, 2002
    • 1 reply
    • 1.3k views
    • 
    • Lynn Campbell
    • July 1, 2002

37. TIAA-CREF ERISA data for Form 5500 for 401k plans

    By Guest DK Ellerson, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 28, 2002

38. Plan Expenses

    By Guest Lex, June 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • June 28, 2002

39. Excess aggregate refund...

    By jaemmons, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 28, 2002

40. Controlled Groups for Limited Partnerships.

    By Guest Thornton, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2002

41. "amount involved" and 401(k) late contributions

    By Guest tonjer, June 24, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2002

42. Top Heavy Contribution -Frozen Plan

    By Guest UKH, June 27, 2002
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • June 27, 2002

43. Signature dates for amendments

    By Guest AdminFL, June 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 26, 2002

44. 100% of pay

    By pmacduff, June 24, 2002
    • 7 replies
    • 2.6k views
    • 
    • Archimage
    • June 26, 2002

45. Controlled Group - 5500 Filing

    By MBCarey, June 24, 2002
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2002

46. after-tax ee contributions

    By alexa, June 24, 2002
    • 1 reply
    • 2.4k views
    • 
    • JanetM
    • June 25, 2002

47. Allocation of Plan Expenses

    By Guest KEK, June 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • June 24, 2002

48. DB plan contributions

    By fidu, June 24, 2002
    • 2 replies
    • 1.3k views
    • 
    • fidu
    • June 24, 2002

49. 3% Non Elective Safe Harbor

    By Guest kgsingletary, June 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 24, 2002

50. Distribution Fees

    By Guest Runner, June 21, 2002
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • June 23, 2002