401(k) Plans

19,489 topics in this forum

1. Top Heavy test

   By k man, September 9, 2002
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • September 10, 2002

2. RMD Question

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

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

   By Guest gjfowler, September 9, 2002
   • 1 reply
   • 1.6k views
   • 
   • alanm
   • September 9, 2002

4. Fiduciary Liability Master Class

   By Guest kristiena, September 9, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 9, 2002

5. Payment for unused sick time.

   By Guest Kristy Alexander, September 6, 2002
   • 6 replies
   • 2.6k views
   • 
   • E as in ERISA
   • September 9, 2002

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

   By 2muchstress, September 6, 2002
   • 1 reply
   • 1.8k views
   • 
   • KJohnson
   • September 6, 2002

7. 401(k) eligibility date

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

8. 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
   • 
   • Steve72
   • September 5, 2002

9. ADP test and compensation pro rated?

   By Guest Tara Curran, September 5, 2002
   • 1 reply
   • 1.7k views
   • 
   • jaemmons
   • September 5, 2002

10. 401k Cashout

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

11. catch ups and non calendar year plan year

    By Guest mkelly, August 30, 2002
    • 4 replies
    • 1.8k views
    • 
    • kocak
    • September 5, 2002

12. Controlled Group

    By Guest pjb, September 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • September 4, 2002

13. Deleting a Catch-Up Contribution Provision

    By Guest Callan, September 4, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 4, 2002

14. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 4.2k views
    • 
    • BFree
    • September 4, 2002

15. Withdrawal to multiple beneficiaries

    By Guest ami, September 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • September 3, 2002

16. Union Employees

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

17. Top Heavy Contribution & Non-ACP Match

    By Guest Much2Learn, September 3, 2002
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2002

18. 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

19. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2002

20. Definition of Alternate Payee

    By Guest Thornton, August 30, 2002
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 30, 2002

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

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

22. Missed deferrals/match on bonus

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

23. Safe Harbor Top Heavy Test

    By Brenda Wren, August 29, 2002
    • 7 replies
    • 2k views
    • 
    • Mike Preston
    • August 30, 2002

24. Tax reporting of return of excess deferrals for non calendar plan year

    By dmb, August 30, 2002
    • 4 replies
    • 2.1k views
    • 
    • jaemmons
    • August 30, 2002

25. Catch-Up 6/30 YE Question

    By BTH, August 29, 2002
    • 2 replies
    • 1.3k views
    • 
    • BTH
    • August 30, 2002

26. Ineligible Participant

    By Guest Much2Learn, August 30, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 30, 2002

27. Top Heavy Contribution

    By DP, August 27, 2002
    • 12 replies
    • 2k views
    • 
    • Guest
    • August 30, 2002

28. Changing the matching formula

    By Guest Kelly Igel, December 14, 2001
    • 3 replies
    • 3.1k views
    • 
    • RTK
    • August 29, 2002

29. Top Heavy Requirement Re: Age

    By Guest Ted Kowalchuk, CFP, CFS,, August 28, 2002
    • 3 replies
    • 1.4k views
    • 
    • rcline46
    • August 29, 2002

30. Employer reimbursement of investment fees.

    By Guest Thornton, August 28, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • August 29, 2002

31. Deemed or Defaulted

    By Guest walpadopolis, August 22, 2002
    • 4 replies
    • 19.2k views
    • 
    • R. Butler
    • August 29, 2002

32. trustee directed match to partcipant directed

    By Guest bbaugh, August 28, 2002
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • August 29, 2002

33. Top Heavy in First Year

    By Guest KMP, August 22, 2002
    • 18 replies
    • 7.4k views
    • 
    • Mike Preston
    • August 29, 2002

34. Issues to look out for re merger of 401(k)'s???

    By chris, August 27, 2002
    • 7 replies
    • 1.6k views
    • 
    • E as in ERISA
    • August 29, 2002

35. Catch-Up Contribution Question for Employees Eligible Mid Year

    By Guest wwc870, August 28, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • August 29, 2002

36. hce with no contribution

    By Guest Codi, August 23, 2002
    • 18 replies
    • 3k views
    • 
    • Mike Preston
    • August 28, 2002

37. Ex-spouse named as beneficiary

    By 2muchstress, August 27, 2002
    • 17 replies
    • 5.6k views
    • 
    • mbozek
    • August 28, 2002

38. MPPP & 401(k) Plan 415 Limit

    By Guest AdminFL, August 27, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 27, 2002

39. Deferrals and safe harbor contributions on car allowances

    By Guest maddie, August 27, 2002
    • 1 reply
    • 4k views
    • 
    • jaemmons
    • August 27, 2002

40. ERISA issues

    By fidu, August 26, 2002
    • 5 replies
    • 1.8k views
    • 
    • fidu
    • August 27, 2002

41. Stopping Deferrals

    By Guest Dook, August 26, 2002
    • 2 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 26, 2002

42. Hardship Withdrawal

    By Guest Bergy, August 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • August 26, 2002

43. Survey of Match Arrangements

    By Guest Lucie, February 8, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 23, 2002

44. Bonding

    By Earl, August 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

45. Lost Participant-No longer in the country

    By Guest knightkj, August 16, 2002
    • 10 replies
    • 2.3k views
    • 
    • david rigby
    • August 23, 2002

46. Compensation

    By Guest Lex, August 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • August 23, 2002

47. Hardships & Loan repayments

    By Brian Gallagher, August 22, 2002
    • 11 replies
    • 2.5k views
    • 
    • Mike Preston
    • August 22, 2002

48. 401(k) deferrals in top heavy plan make contributions exceed 415 for g

    By Guest MEGary, August 19, 2002
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • August 22, 2002

49. Form 5330 and after-tax contributions

    By J. Bringhurst, August 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • August 22, 2002

50. ACP and Excess Annual Additions

    By Guest PJW, August 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 21, 2002