401(k) Plans

19,413 topics in this forum

1. Participating Employer wants to start own plan

   By Guest Dee Kratz, August 7, 2002
   • 1 reply
   • 1.3k views
   • 
   • E as in ERISA
   • August 8, 2002

2. 81-100 collective funds

   By fidu, August 8, 2002
   • 0 replies
   • 1.4k views
   • 
   • fidu
   • August 8, 2002

3. ERISA plans buying bonds

   By fidu, August 5, 2002
   • 3 replies
   • 2.2k views
   • 
   • fidu
   • August 8, 2002

4. Participants w/ separate accounts at separate institutions

   By Guest LWilson, August 2, 2002
   • 11 replies
   • 2.5k views
   • 
   • Guest
   • August 8, 2002

5. 401(k) Notices

   By Guest Kabuki, August 7, 2002
   • 10 replies
   • 1.8k views
   • 
   • E as in ERISA
   • August 8, 2002

6. Due date for Employer Matching Contributions

   By MarZDoates, August 7, 2002
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • August 7, 2002

7. Can a Safe Harbor 401k have only employee elective contributions?

   By Guest Yorkie 971, August 7, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 7, 2002

8. Nationwide Terminating 300 plus PPA's 1 2

   By Guest TerminatedPPA, April 28, 2001
   • 55 replies
   • 20.9k views
   • 
   • Guest
   • August 6, 2002

9. Participant directed accounts

   By Guest pjb, August 6, 2002
   • 5 replies
   • 1.6k views
   • 
   • KJohnson
   • August 6, 2002

10. Prohibited Transaction?

    By Guest hilda, August 6, 2002
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • August 6, 2002

11. Highly Compensated Issue

    By pmacduff, August 2, 2002
    • 3 replies
    • 1.6k views
    • 
    • MJ Hartman
    • August 5, 2002

12. Collective Bargained 401(k) Plan

    By Guest Thornton, August 5, 2002
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • August 5, 2002

13. Force Out Distribution to Separated Participant

    By Guest amm19, March 22, 2002
    • 9 replies
    • 4.1k views
    • 
    • Guest
    • August 5, 2002

14. Changing Record Keepers

    By Guest stevembauer, August 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • 2muchstress
    • August 3, 2002

15. Plan Loans in Bankruptcy

    By Guest kjk, June 28, 2002
    • 12 replies
    • 3.9k views
    • 
    • RTK
    • August 2, 2002

16. non-spousal beneficiaries

    By Guest koolkid, August 1, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • August 2, 2002

17. Suspicious Match

    By Guest LWilson, August 1, 2002
    • 7 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • August 2, 2002

18. Post-Tax contributions in a 401(k)

    By Guest Jim Jesikiewicz, August 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • August 2, 2002

19. Deducting After-Tax Contributions

    By Guest 91smithie, August 2, 2002
    • 3 replies
    • 1.4k views
    • 
    • jpod
    • August 2, 2002

20. Annual additions with a SEP and 401(k)

    By Guest Tara Curran, August 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 2, 2002

21. New "Flexible Benefits Plan"

    By Guest Billy D., August 1, 2002
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • August 1, 2002

22. EGTRRA Top Heavy Safe Harbor

    By kocak, August 3, 2001
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • August 1, 2002

23. Volume Submitter To Prototype & Gust

    By sdix401k, August 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • sdix401k
    • August 1, 2002

24. Incidental benefit limit for life insurance.

    By Guest Thornton, August 1, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 1, 2002

25. Company Stock Limits

    By Guest btooz, July 25, 2002
    • 8 replies
    • 2.2k views
    • 
    • RCK
    • July 31, 2002

26. single participant plan mistakenly deposited contributions to the wron

    By Stevo-PDX, July 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 31, 2002

27. Using other financial resources before taking a hardship withdrawal

    By Guest Bud, July 31, 2002
    • 11 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • July 31, 2002

28. Can a plan participant be considered a "Five percent owner"

    By billfgrady, July 31, 2002
    • 3 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • July 31, 2002

29. HCEs participating in more than one of the unrelated employer plans

    By Guest kimninh, July 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • July 31, 2002

30. Eligibility Issues

    By Fred Payne, July 26, 2002
    • 11 replies
    • 2.4k views
    • 
    • E as in ERISA
    • July 31, 2002

31. Plan Administration Commitee Membership

    By Guest EEC, July 30, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 31, 2002

32. Illegal Aliens

    By Guest benefitsanalyst, July 19, 2002
    • 19 replies
    • 12.6k views
    • 
    • Guest
    • July 30, 2002

33. 401k Participation

    By Guest ADP, July 26, 2002
    • 13 replies
    • 3k views
    • 
    • Guest
    • July 30, 2002

34. Reversing a loan payment

    By Guest mkelly, July 26, 2002
    • 4 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 30, 2002

35. Imputing Disparity in a Non-Cross Tested 401(k) Plan with 3% non-elect

    By Guest Dave Danziger, July 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 30, 2002

36. 402(g) Excess Deferrals-negative earnings and 1099-Rs

    By AndrewZ, January 30, 2002
    • 3 replies
    • 3.5k views
    • 
    • Archimage
    • July 30, 2002

37. Prior Service Credit and Maximum Number of Years Credited

    By Guest amm19, July 29, 2002
    • 4 replies
    • 2.3k views
    • 
    • MGB
    • July 30, 2002

38. Peo with a 401(k) question

    By abanky, July 16, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2002

39. Discretionary Match Contribution/Formula

    By Guest AdminFL, July 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 26, 2002

40. new ERISA laws HR.3762 S.1991 S.1992

    By fidu, July 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • July 25, 2002

41. Under $5k distributions

    By Guest benefitsanalyst, July 22, 2002
    • 16 replies
    • 4.2k views
    • 
    • actuarysmith
    • July 25, 2002

42. Controlled Group with Two Plans

    By Guest PES, July 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • July 25, 2002

43. Current Availability of Benefits

    By Guest Thornton, July 23, 2002
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • July 24, 2002

44. SRO rules impact on Bank Trust Departments (from ABA Trust Letter)

    By fidu, July 24, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • July 24, 2002

45. Top heavy percentage - 60.71% rounds down to 60%, so plan not top-heav

    By Jean, February 17, 1999
    • 15 replies
    • 3.7k views
    • 
    • AndyH
    • July 24, 2002

46. What is the impact of catch-up elections on the general test?

    By JDuns, July 22, 2002
    • 5 replies
    • 1.6k views
    • 
    • JDuns
    • July 23, 2002

47. ADP Excess Contributions

    By Guest benefitsanalyst, July 19, 2002
    • 4 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

48. Financial hardship exists (safe harbor definition) even if participant

    By Guest hank, June 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 22, 2002

49. hardship suspensions & new 401(k) plan

    By Guest Barge Girl, July 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • July 22, 2002

50. Fiduciary status

    By Guest Becca2002, July 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • July 21, 2002