401(k) Plans

19,299 topics in this forum

1. collective trusts

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

2. Eligibility Rules

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

3. Revoking an election

   By E as in ERISA, June 4, 2002
   • 14 replies
   • 4.5k views
   • 
   • MWeddell
   • June 7, 2002

4. 401(a)(17) & EGTRRA

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

5. Defaulted loans

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

6. Repayment of loan to a 401(k)

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

7. Mechanics of USERRA make up contributions.

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

8. Catch-up contributions

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

9. Control Group

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

10. Safe Harbor Excess Match Amount

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

11. 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

12. Periodic Payment calculation -- Fixed Installment Amount

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

13. Prohibited Transaction?

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

14. 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

15. Defaulted loans and tax basis

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

16. hardship withdrawals and catch-ups

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

17. puerto rican plans

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

18. Tax reporting of refunded contributions

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

19. Top Heavy Contributions(- not made)

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

20. Fidelity Bond (ERISA 412)

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

21. Continue contributing after termination?

    By Guest Giovanni, May 28, 2002
    • 9 replies
    • 2.1k views
    • 
    • mbozek
    • May 30, 2002

22. Ideal maximum 401(k) contribution rate

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

23. 5500 question

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

24. Who is eligible??

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

25. 401(a)(9)

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

26. 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

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

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

28. 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

29. Restating a 401(k) Simple Plan

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

30. $170k Annunal Compensation Limits in Year End Testing

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

31. Gramm-Leach-Bliley push out provisions

    By fidu, May 13, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2002

32. Qpam

    By fidu, May 16, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 23, 2002

33. Catch-up Contributions

    By Guest xgn7t, May 22, 2002
    • 9 replies
    • 1.8k views
    • 
    • JanetM
    • May 23, 2002

34. 25% increase in Profit Sharing plan

    By FJR, May 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • May 23, 2002

35. 401(k) participation for Brazilian citizen

    By Guest DDDlump, May 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 22, 2002

36. Regulatory Reporting Fees

    By fidu, May 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • May 22, 2002

37. Trust as beneficiary

    By Guest andmik, May 21, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2002

38. Excise Tax for Excess Contribution

    By Guest kgsingletary, May 22, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2002

39. Prefunding match subject to accrual rules

    By Guest Jennifer Reid, May 21, 2002
    • 4 replies
    • 2k views
    • 
    • IRC401
    • May 21, 2002

40. Best Way To Access code and regs?

    By Guest FREE401k, May 20, 2002
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 21, 2002

41. Takeover of employees by PEO

    By Guest Thornton, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • alanm
    • May 21, 2002

42. Small Plan Audit Requirements

    By Blinky the 3-eyed Fish, May 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • KateSmithPA
    • May 21, 2002

43. MRD Waiver for Non-Owners

    By Guest kgsingletary, May 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2002

44. Excess match but no excess deferrals

    By Guest LLandau, May 16, 2002
    • 4 replies
    • 2k views
    • 
    • pjkoehler
    • May 17, 2002

45. Old 5310 and New Schedule Q

    By Guest PJW, May 16, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2002

46. 3% safe harbor with additional match

    By R. Butler, March 2, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2002

47. Partial Termination and Multiple Employer Plan

    By Guest CRC02, May 15, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mike Preston
    • May 16, 2002

48. 401(k) deferrals for pay period ending vs actual pay date

    By Guest susa, May 14, 2002
    • 9 replies
    • 10.7k views
    • 
    • Mike Preston
    • May 16, 2002

49. Leased employees - recognizing service

    By Guest Kelly Igel, May 15, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

50. Asset purchase - distribution of plan assets

    By PMC, May 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • May 15, 2002