401(k) Plans

19,489 topics in this forum

1. Highly comp Employee Question?

   By Guest KD40, September 24, 2002
   • 3 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • September 24, 2002

2. required rates of return

   By Guest Jeanie, September 24, 2002
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • September 24, 2002

3. Group Annuity Contracts in a 401k

   By Guest pon66, April 5, 2001
   • 9 replies
   • 12k views
   • 
   • KJohnson
   • September 24, 2002

4. Last Day Rule Question???

   By Guest KD40, September 23, 2002
   • 3 replies
   • 2.3k views
   • 
   • Mike Preston
   • September 24, 2002

5. Loan Refinancing

   By MarZDoates, September 24, 2002
   • 6 replies
   • 4.3k views
   • 
   • MarZDoates
   • September 24, 2002

6. Catch up Contributions in a non-calendar year plan

   By Guest Steve McD, September 10, 2002
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • September 24, 2002

7. Definition of Compensation / Fiscal Year

   By BFree, September 20, 2002
   • 3 replies
   • 2.3k views
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   • Mike Preston
   • September 24, 2002

8. True-up Match . . . for 2001!

   By Guest LKHartnett, September 23, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 23, 2002

9. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

   By Guest EPC, September 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • September 23, 2002

10. Overnight Shipping Expenses

    By Guest andmik, September 23, 2002
    • 1 reply
    • 2.4k views
    • 
    • jaemmons
    • September 23, 2002

11. 401(k) with union employees

    By FJR, September 21, 2002
    • 2 replies
    • 1.7k views
    • 
    • jaemmons
    • September 23, 2002

12. Disaggregation for ADP/ACP Testing

    By Guest KD40, September 20, 2002
    • 3 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

13. Qnec

    By Guest Cricket1, September 20, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

14. Definition of Compensation

    By MarZDoates, September 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • jaemmons
    • September 20, 2002

15. "Individual" 401(k)

    By Guest wjr, September 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • wmyer
    • September 20, 2002

16. 415 testing

    By Guest mkelly, September 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 20, 2002

17. suspension after after-tax wdr

    By Guest Gunner, September 19, 2002
    • 6 replies
    • 2.4k views
    • 
    • RTK
    • September 19, 2002

18. Catch-ups & off calendar yr plans - again

    By Guest RGlaser, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2002

19. safe harbor match with top heavy plan

    By MR, September 12, 2002
    • 7 replies
    • 2k views
    • 
    • R. Butler
    • September 19, 2002

20. Top Heavy Testing Questions

    By Guest KD40, September 18, 2002
    • 8 replies
    • 1.8k views
    • 
    • kocak
    • September 19, 2002

21. Profit Sharing Contribution Allocated for 12-month Period other than t

    By Guest T-BONE, September 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 19, 2002

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

    By John A, March 31, 2000
    • 3 replies
    • 2.2k views
    • 
    • actuarysmith
    • September 18, 2002

23. Top heavy test / related employer

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

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

    By Guest Patrick M, September 18, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2002

25. Comp Limit $200,000 for 2002

    By Guest Kim S., September 18, 2002
    • 10 replies
    • 2.3k views
    • 
    • Appleby
    • September 18, 2002

26. 2-year eligibility

    By FJR, September 17, 2002
    • 4 replies
    • 2.8k views
    • 
    • Tom Poje
    • September 18, 2002

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

    By FJR, September 14, 2002
    • 2 replies
    • 1.6k views
    • 
    • FJR
    • September 17, 2002

28. ERISA §404(c) and Employer Securities

    By Guest cjk, September 16, 2002
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • September 17, 2002

29. 414(q)(1)(B) HCE definition over time

    By Guest gkaley, September 16, 2002
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 17, 2002

30. HCE and Initial Plan Year

    By Guest Tara Curran, September 10, 2002
    • 10 replies
    • 2.7k views
    • 
    • Earl
    • September 17, 2002

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

    By Guest PJW, September 16, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 2002

32. ERISA prohibition against free riding

    By fidu, July 31, 2002
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • September 16, 2002

33. Employer filed tax return. Can they amend return and make a P/S contri

    By Guest S FISCHER, March 27, 2001
    • 12 replies
    • 4.3k views
    • 
    • mbozek
    • September 16, 2002

34. testing for terminated plans

    By Guest bythebay, September 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • September 15, 2002

35. multiple employer plan

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

36. financial statement presentation of depreciation in investments

    By Guest l balmer, September 12, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 2002

37. Discretionary Match in Formula and Considered Deferrals

    By Dawn Hafner, September 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 12, 2002

38. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.8k views
    • 
    • actuarysmith
    • September 12, 2002

39. "Best Practices"

    By Guest cjk, September 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • September 12, 2002

40. Lumpsum deduction of 401k administrative fees

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

41. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.6k views
    • 
    • KJohnson
    • September 12, 2002

42. Simple question on 'S' corp

    By Brian Gallagher, September 12, 2002
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • September 12, 2002

43. Voluntary after tax contributions

    By 2muchstress, September 11, 2002
    • 3 replies
    • 1.9k views
    • 
    • 2muchstress
    • September 11, 2002

44. Blackout Period Notice Requirement Effective Date

    By John A, September 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 11, 2002

45. spin off

    By k man, September 10, 2002
    • 3 replies
    • 1.4k views
    • 
    • k man
    • September 11, 2002

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

    By rocknrolls2, November 16, 2001
    • 17 replies
    • 7.4k views
    • 
    • mbozek
    • September 11, 2002

47. Safe Harbor-Past Top Heavy

    By BTH, December 7, 2001
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • September 11, 2002

48. Adoption Date vs. Effective Date

    By Guest LKHartnett, September 10, 2002
    • 2 replies
    • 7.6k views
    • 
    • Guest
    • September 10, 2002

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

    By katieinny, September 10, 2002
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 10, 2002

50. 401(k) Plan Termination Effective 2001.

    By Guest ROB VIDOVICH, September 10, 2002
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • September 10, 2002