401(k) Plans

19,299 topics in this forum

1. 401(k) Plan Not Offered To Eligible Employee

   By Guest Allysenf, June 22, 2002
   • 1 reply
   • 1.8k views
   • 
   • MGB
   • June 22, 2002

2. 401(k) Plans

   By Guest Tennis, June 14, 2002
   • 7 replies
   • 2k views
   • 
   • mbozek
   • June 22, 2002

3. Vesting upon small division spin-off

   By Guest sgb, June 21, 2002
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • June 21, 2002

4. Retaliation...

   By Guest Hickory6, June 21, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 21, 2002

5. Safe Harbor Nonelective Contribution vs. Term < 500

   By Guest LWilson, June 21, 2002
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • June 21, 2002

6. ESOP top-off calculations / spreadsheets

   By Guest Amit, June 21, 2002
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • June 21, 2002

7. Individualized 401(k) plans??? Help a.s.a.p

   By Guest STLGiant, June 19, 2002
   • 9 replies
   • 2.1k views
   • 
   • Alonzo
   • June 21, 2002

8. 401K Contributions

   By Guest elizabeth clark, June 20, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 20, 2002

9. ADP/ACP testing and NQ Deferred Comp Plans

   By Guest Laura A Anderson, June 18, 2002
   • 4 replies
   • 1.5k views
   • 
   • E as in ERISA
   • June 20, 2002

10. Hardship withdrawals

    By Guest tom mathews, June 5, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • June 20, 2002

11. Refund of excess contributions by the employer

    By Guest HollyT, June 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 20, 2002

12. Egtrra

    By Archimage, June 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 20, 2002

13. Roles of plan sponsor/administrator -vs- recordkeeper/trustee

    By Guest terid, June 20, 2002
    • 1 reply
    • 5k views
    • 
    • mbozek
    • June 20, 2002

14. BRF & Brokerage Window

    By RTK, June 19, 2002
    • 3 replies
    • 2.5k views
    • 
    • RTK
    • June 20, 2002

15. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,, June 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2002

16. Who set up a plan with for a small company

    By Guest And another thing ..., May 1, 2002
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2002

17. Investment Statements

    By Guest KBdeMurgas, June 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 19, 2002

18. Merger of MPPP to 401(k) and on-going loan repayments

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2002

19. Spin Off Plan or New Plan???

    By Guest timkbaker, January 29, 2002
    • 10 replies
    • 4.2k views
    • 
    • Guest
    • June 19, 2002

20. Top heavy under EGTRRA rules

    By Guest Mike Kimball, June 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 19, 2002

21. Loan Repayment Application To Participants Investment Options

    By Guest CPA, June 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 19, 2002

22. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,, June 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 19, 2002

23. Terminating 401K Plan

    By Guest NJCompany, June 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 19, 2002

24. Controlled Group Issue

    By Guest PES, June 18, 2002
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2002

25. Investment review policies...

    By Guest RONNIE WASEL, June 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2002

26. Exclusion of Members of a Controlled Group

    By Guest PES, June 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • June 18, 2002

27. Document that can support a multiple employer plan

    By Guest kstorch, June 17, 2002
    • 4 replies
    • 1.6k views
    • 
    • Archimage
    • June 18, 2002

28. Maximizing 401(k) PS contribution for one person S-Corp

    By Guest dhoefer, June 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • June 18, 2002

29. Two consecutive short plan years

    By Guest PRafferty, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 17, 2002

30. Straight line amortization

    By Demosthenes, June 17, 2002
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • June 17, 2002

31. Excess Contributions Refunds

    By Guest Peter Riggins, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • June 17, 2002

32. Merger Money Purchase Plan into Profit Sharing Plan

    By Guest jpetrancosta, June 11, 2002
    • 12 replies
    • 4.5k views
    • 
    • KJohnson
    • June 17, 2002

33. Partial termination in a DC plan

    By alexa, June 16, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • June 17, 2002

34. Money Purchase/401k merger

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • RTK
    • June 15, 2002

35. 2002 401k for self employed

    By dmb, April 1, 2002
    • 16 replies
    • 2.8k views
    • 
    • Guest
    • June 14, 2002

36. Veba

    By fidu, June 13, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • June 13, 2002

37. Catch-Up: Universal Availability and Union Plans

    By Guest Lex, June 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 13, 2002

38. Plan Mergers

    By Guest MCarey1, June 4, 2002
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 12, 2002

39. Question about EGTRRA

    By Guest lawdawg, June 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 12, 2002

40. Bankruptcy filing by sponsor of a safe harbor 401(k) plan

    By Guest s.c.semler, June 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 12, 2002

41. Severance payments

    By Guest tonjer, June 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 12, 2002

42. 5500s

    By fidu, May 29, 2002
    • 10 replies
    • 2.2k views
    • 
    • fidu
    • June 12, 2002

43. 402(g) oops

    By Guest LWilson, June 11, 2002
    • 7 replies
    • 2.4k views
    • 
    • R. Butler
    • June 12, 2002

44. Termination and distribution

    By Guest Regis, June 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 11, 2002

45. NIPA vs. ASPA

    By Guest CCarter, June 6, 2002
    • 7 replies
    • 6.5k views
    • 
    • Guest
    • June 11, 2002

46. 401(k) Post Tax Contributions

    By Guest amm19, June 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 10, 2002

47. Merge SEP into 401(k)?

    By Medusa, June 7, 2002
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • June 8, 2002

48. Top heavy safe harbor plan

    By Guest Melissa Winslow, June 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • June 7, 2002

49. Loan source recommendations for new plan?

    By Guest RSnyder316, June 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2002

50. Any advantages for a plan year different from employer tax year?

    By Guest Doug Johnston, May 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 7, 2002