401(k) Plans

19,319 topics in this forum

1. Excess Contributions Refunds

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

2. Merger Money Purchase Plan into Profit Sharing Plan

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

3. Partial termination in a DC plan

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

4. Money Purchase/401k merger

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

5. 2002 401k for self employed

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

6. Veba

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

7. Catch-Up: Universal Availability and Union Plans

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

8. Plan Mergers

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

9. Question about EGTRRA

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

10. 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

11. Severance payments

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

12. 5500s

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

13. 402(g) oops

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

14. Termination and distribution

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

15. NIPA vs. ASPA

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

16. 401(k) Post Tax Contributions

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

17. Merge SEP into 401(k)?

    By Medusa, June 7, 2002
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • June 8, 2002

18. Top heavy safe harbor plan

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

19. Loan source recommendations for new plan?

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

20. 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

21. collective trusts

    By fidu, May 29, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2002

22. Eligibility Rules

    By MBCarey, June 6, 2002
    • 6 replies
    • 2k views
    • 
    • MBCarey
    • June 7, 2002

23. Revoking an election

    By E as in ERISA, June 4, 2002
    • 14 replies
    • 4.6k views
    • 
    • MWeddell
    • June 7, 2002

24. 401(a)(17) & EGTRRA

    By Guest Donkey Kong, June 4, 2002
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • June 6, 2002

25. Defaulted loans

    By FAPInJax, June 6, 2002
    • 4 replies
    • 1.8k views
    • 
    • JohnCheek
    • June 6, 2002

26. Repayment of loan to a 401(k)

    By Guest Elayne Showell, June 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 5, 2002

27. Mechanics of USERRA make up contributions.

    By Guest Jose Rosario, June 4, 2002
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 5, 2002

28. Catch-up contributions

    By Guest jpetrancosta, June 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 5, 2002

29. Control Group

    By Guest ubpMR, June 4, 2002
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • June 4, 2002

30. Safe Harbor Excess Match Amount

    By Guest HHR, June 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 4, 2002

31. Sole Owner W/ No EE's 401k Plan - No Document - No 5500 - Help

    By Guest RS Vatalaro, May 29, 2002
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • June 4, 2002

32. Periodic Payment calculation -- Fixed Installment Amount

    By Guest andmik, May 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 31, 2002

33. Prohibited Transaction?

    By Guest CRC02, May 31, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2002

34. Are there mutual fund families that will give participant level money

    By Guest Philip Simpkins, May 31, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 31, 2002

35. Defaulted loans and tax basis

    By FAPInJax, May 31, 2002
    • 0 replies
    • 1.5k views
    • 
    • FAPInJax
    • May 31, 2002

36. hardship withdrawals and catch-ups

    By LIBERTYKID, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • May 31, 2002

37. puerto rican plans

    By fidu, May 30, 2002
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 31, 2002

38. Tax reporting of refunded contributions

    By GBurns, May 23, 2002
    • 10 replies
    • 2.7k views
    • 
    • pjkoehler
    • May 31, 2002

39. Top Heavy Contributions(- not made)

    By Guest LBH, May 29, 2002
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 30, 2002

40. Fidelity Bond (ERISA 412)

    By lkpittman, May 30, 2002
    • 0 replies
    • 1.7k views
    • 
    • lkpittman
    • May 30, 2002

41. Continue contributing after termination?

    By Guest Giovanni, May 28, 2002
    • 9 replies
    • 2.2k views
    • 
    • mbozek
    • May 30, 2002

42. Ideal maximum 401(k) contribution rate

    By Guest planman, May 29, 2002
    • 10 replies
    • 3.5k views
    • 
    • MWeddell
    • May 30, 2002

43. 5500 question

    By k man, May 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • May 29, 2002

44. Who is eligible??

    By smm, May 28, 2002
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 29, 2002

45. 401(a)(9)

    By Guest pjb, May 24, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2002

46. Tips for passing ADP test - plan with large number of transient worker

    By maverick, May 24, 2002
    • 7 replies
    • 1.9k views
    • 
    • maverick
    • May 24, 2002

47. Plan merger - different plan years/ different vesting methods

    By Guest qualified plan, May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 24, 2002

48. Safe Harbor Match and Disc Match in a new Plan effective for 2002

    By Guest KMB, May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • May 24, 2002

49. Restating a 401(k) Simple Plan

    By pbarrett, May 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 24, 2002

50. $170k Annunal Compensation Limits in Year End Testing

    By Guest Jennifer M., May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 23, 2002