401(k) Plans

19,516 topics in this forum

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

   By Guest Patrick M, September 18, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 18, 2002

2. Comp Limit $200,000 for 2002

   By Guest Kim S., September 18, 2002
   • 10 replies
   • 2.4k views
   • 
   • Appleby
   • September 18, 2002

3. 2-year eligibility

   By FJR, September 17, 2002
   • 4 replies
   • 3k views
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   • Tom Poje
   • September 18, 2002

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

   By FJR, September 14, 2002
   • 2 replies
   • 1.7k views
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   • FJR
   • September 17, 2002

5. ERISA §404(c) and Employer Securities

   By Guest cjk, September 16, 2002
   • 5 replies
   • 2.6k views
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   • E as in ERISA
   • September 17, 2002

6. 414(q)(1)(B) HCE definition over time

   By Guest gkaley, September 16, 2002
   • 2 replies
   • 2.7k views
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   • Guest
   • September 17, 2002

7. HCE and Initial Plan Year

   By Guest Tara Curran, September 10, 2002
   • 10 replies
   • 2.8k views
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   • Earl
   • September 17, 2002

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

   By Guest PJW, September 16, 2002
   • 0 replies
   • 1.8k views
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   • Guest
   • September 16, 2002

9. ERISA prohibition against free riding

   By fidu, July 31, 2002
   • 8 replies
   • 2.7k views
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   • mbozek
   • September 16, 2002

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

    By Guest S FISCHER, March 27, 2001
    • 12 replies
    • 4.4k views
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    • mbozek
    • September 16, 2002

11. testing for terminated plans

    By Guest bythebay, September 13, 2002
    • 1 reply
    • 1.5k views
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    • mbozek
    • September 15, 2002

12. multiple employer plan

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

13. financial statement presentation of depreciation in investments

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

14. Discretionary Match in Formula and Considered Deferrals

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

15. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.9k views
    • 
    • actuarysmith
    • September 12, 2002

16. "Best Practices"

    By Guest cjk, September 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • September 12, 2002

17. Lumpsum deduction of 401k administrative fees

    By Guest ennemm, June 11, 2002
    • 44 replies
    • 11.4k views
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    • R. Butler
    • September 12, 2002

18. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.8k views
    • 
    • KJohnson
    • September 12, 2002

19. Simple question on 'S' corp

    By Brian Gallagher, September 12, 2002
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • September 12, 2002

20. Voluntary after tax contributions

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

21. Blackout Period Notice Requirement Effective Date

    By John A, September 11, 2002
    • 0 replies
    • 1.4k views
    • 
    • John A
    • September 11, 2002

22. spin off

    By k man, September 10, 2002
    • 3 replies
    • 1.5k views
    • 
    • k man
    • September 11, 2002

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

    By rocknrolls2, November 16, 2001
    • 17 replies
    • 7.6k views
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    • mbozek
    • September 11, 2002

24. Safe Harbor-Past Top Heavy

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

25. Adoption Date vs. Effective Date

    By Guest LKHartnett, September 10, 2002
    • 2 replies
    • 7.7k views
    • 
    • Guest
    • September 10, 2002

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

    By katieinny, September 10, 2002
    • 1 reply
    • 2k views
    • 
    • KJohnson
    • September 10, 2002

27. 401(k) Plan Termination Effective 2001.

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

28. Top Heavy test

    By k man, September 9, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • September 10, 2002

29. RMD Question

    By Guest KD40, September 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • September 10, 2002

30. Multiple Employer PEO 401(k) Plan with Top Heavy Failure

    By Guest gjfowler, September 9, 2002
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • September 9, 2002

31. Fiduciary Liability Master Class

    By Guest kristiena, September 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 9, 2002

32. Payment for unused sick time.

    By Guest Kristy Alexander, September 6, 2002
    • 6 replies
    • 2.7k views
    • 
    • E as in ERISA
    • September 9, 2002

33. What fees can be paid from plan assets, and which fees can be absorbed

    By 2muchstress, September 6, 2002
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 6, 2002

34. 401(k) eligibility date

    By Guest Tara Curran, September 5, 2002
    • 2 replies
    • 2.1k views
    • 
    • 2muchstress
    • September 6, 2002

35. HELP!! With shadow 401(k), What is it and where can I get info thank

    By Guest bbaugh, September 5, 2002
    • 2 replies
    • 1.9k views
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    • Steve72
    • September 5, 2002

36. ADP test and compensation pro rated?

    By Guest Tara Curran, September 5, 2002
    • 1 reply
    • 1.8k views
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    • jaemmons
    • September 5, 2002

37. 401k Cashout

    By Guest Russmaster, September 4, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 5, 2002

38. catch ups and non calendar year plan year

    By Guest mkelly, August 30, 2002
    • 4 replies
    • 1.9k views
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    • kocak
    • September 5, 2002

39. Controlled Group

    By Guest pjb, September 4, 2002
    • 1 reply
    • 1.6k views
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    • jaemmons
    • September 4, 2002

40. Deleting a Catch-Up Contribution Provision

    By Guest Callan, September 4, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • September 4, 2002

41. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 4.3k views
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    • BFree
    • September 4, 2002

42. Withdrawal to multiple beneficiaries

    By Guest ami, September 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • September 3, 2002

43. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • September 3, 2002

44. Top Heavy Contribution & Non-ACP Match

    By Guest Much2Learn, September 3, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 3, 2002

45. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson, September 3, 2002
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • September 3, 2002

46. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 3, 2002

47. Definition of Alternate Payee

    By Guest Thornton, August 30, 2002
    • 7 replies
    • 2.3k views
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    • Guest
    • August 30, 2002

48. Multiple employer PEO 401(k) plan: employer withdrawal triggers perman

    By Guest FAQ, August 19, 2002
    • 6 replies
    • 5.4k views
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    • alanm
    • August 30, 2002

49. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 30, 2002

50. Safe Harbor Top Heavy Test

    By Brenda Wren, August 29, 2002
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 30, 2002