401(k) Plans

19,319 topics in this forum

1. Control Group

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

2. Top Heavy 401(k) Plan

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

3. EGTRRA and minimum match vesting

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

4. Safe harbor hardship withdrawal standard

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

5. Timing of catch-up amendment

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

6. Single Participant Plan

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

7. 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

8. Plan Expenses

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

9. Excess aggregate refund...

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

10. Controlled Groups for Limited Partnerships.

    By Guest Thornton, June 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2002

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

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

12. Top Heavy Contribution -Frozen Plan

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

13. Signature dates for amendments

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

14. 100% of pay

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

15. Controlled Group - 5500 Filing

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

16. after-tax ee contributions

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

17. Allocation of Plan Expenses

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

18. DB plan contributions

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

19. 3% Non Elective Safe Harbor

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

20. Distribution Fees

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

21. 401(k) Plan Not Offered To Eligible Employee

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

22. 401(k) Plans

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

23. Vesting upon small division spin-off

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

24. Retaliation...

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

25. Safe Harbor Nonelective Contribution vs. Term < 500

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

26. ESOP top-off calculations / spreadsheets

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

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

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

28. 401K Contributions

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

29. 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

30. Hardship withdrawals

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

31. Refund of excess contributions by the employer

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

32. Egtrra

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

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

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

34. BRF & Brokerage Window

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

35. 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

36. 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

37. Investment Statements

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

38. 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

39. Spin Off Plan or New Plan???

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

40. Top heavy under EGTRRA rules

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

41. Loan Repayment Application To Participants Investment Options

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

42. Safe-harbor 401(k)

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

43. Terminating 401K Plan

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

44. Controlled Group Issue

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

45. Investment review policies...

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

46. Exclusion of Members of a Controlled Group

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

47. Document that can support a multiple employer plan

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

48. 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

49. Two consecutive short plan years

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

50. Straight line amortization

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