401(k) Plans

19,413 topics in this forum

1. GUST Deadline Missed (tricky, time is short) -- Solutions?

   By Guest Plan the Man, July 19, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 19, 2002

2. Loan Default

   By Guest benefitsanalyst, July 19, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 19, 2002

3. Matching age 50 catch-up contributions - questions

   By John A, January 29, 2002
   • 5 replies
   • 2.2k views
   • 
   • R. Butler
   • July 19, 2002

4. 2002 Required Minimum Distribution

   By Guest taj32z, July 18, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 19, 2002

5. Age 50 Matching Contributions

   By Guest koolkid, March 14, 2002
   • 2 replies
   • 1.6k views
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   • John A
   • July 18, 2002

6. 401k Insurance Policy

   By Guest Kconsultant, July 18, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • July 18, 2002

7. ADP Test

   By Archimage, July 18, 2002
   • 7 replies
   • 1.7k views
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   • Guest
   • July 18, 2002

8. Compensation Ratio Test

   By Guest Kimberly Flett, July 18, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • July 18, 2002

9. Matching Formula Based on Total (not 401(a)(17)) Comp

   By lkpittman, July 17, 2002
   • 2 replies
   • 1.4k views
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   • jaemmons
   • July 18, 2002

10. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.5k views
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    • Dawn Hafner
    • July 18, 2002

11. Late Safe Harbor Notices

    By Alf, December 28, 2000
    • 14 replies
    • 5.2k views
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    • actuarysmith
    • July 17, 2002

12. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.6k views
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    • billfgrady
    • July 17, 2002

13. Rolling Over Loans

    By Guest andmik, July 16, 2002
    • 4 replies
    • 2k views
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    • Kirk Maldonado
    • July 17, 2002

14. prohibited transaction???

    By fidu, July 12, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • July 16, 2002

15. Prior Year ADP Testing for New Plan

    By Guest kgsingletary, July 16, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • July 16, 2002

16. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • July 16, 2002

17. What to do with excess contributions that were mistaken rolled over to

    By Guest Plan the Man, July 12, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 16, 2002

18. Reliance on Advisory Letter-Volume Plan-Affiliated Service Group

    By lkpittman, May 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • lkpittman
    • July 16, 2002

19. Correcting Pla that Violated 401(k)(10)

    By Guest Aaron Pierce, July 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • July 16, 2002

20. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.3k views
    • 
    • BeckyMiller
    • July 15, 2002

21. Matching Contribution Deposit Deadline

    By Guest dll, July 15, 2002
    • 1 reply
    • 2.1k views
    • 
    • jpod
    • July 15, 2002

22. $40,000 P-S Contribution and $1,000 401(k) Catch-up permitted?

    By billfgrady, July 2, 2002
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 15, 2002

23. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.5k views
    • 
    • Earl
    • July 12, 2002

24. 5330, Sch. G

    By BFree, July 12, 2002
    • 0 replies
    • 1.3k views
    • 
    • BFree
    • July 12, 2002

25. VEBA 501c9

    By fidu, June 27, 2002
    • 7 replies
    • 4.9k views
    • 
    • Ron Snyder
    • July 12, 2002

26. Correction of excess deferrals and match

    By Scott, July 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • July 12, 2002

27. Thrift 401(k) Plan

    By Guest Mardi Gras, July 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Erik Read
    • July 12, 2002

28. After tax ACP refunds

    By Guest Kim S., July 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 12, 2002

29. CO switches PEO -- how should we handle the 401K transfer?

    By Guest srflad, July 3, 2002
    • 1 reply
    • 2.8k views
    • 
    • alanm
    • July 12, 2002

30. 10% early withdrawal penalty - plan terminations.

    By Guest SeanT, July 11, 2002
    • 2 replies
    • 4.2k views
    • 
    • Richard Anderson
    • July 11, 2002

31. Plan Fees

    By MBCarey, July 10, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2002

32. Rehires

    By Guest JEP, July 9, 2002
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • July 10, 2002

33. deferred comp

    By fidu, July 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 10, 2002

34. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.4k views
    • 
    • mbozek
    • July 10, 2002

35. Finding Legislation on the Web

    By Guest CCarter, July 9, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 9, 2002

36. Gust 59 1/2

    By Guest hitt24, July 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 9, 2002

37. Pension merger into 401(k) plan

    By Guest Tbrown, July 3, 2002
    • 5 replies
    • 2.2k views
    • 
    • rcline46
    • July 8, 2002

38. Safe Harbor Contribution for 1st Year - Compensation Used

    By Guest KMP, July 8, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 8, 2002

39. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 8, 2002

40. Management Co./control group/coverage

    By Guest LLandau, July 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • July 8, 2002

41. Who prepares investment materials for statement paks?

    By Guest FREE401k, July 2, 2002
    • 14 replies
    • 1.9k views
    • 
    • mbozek
    • July 7, 2002

42. Does loan policy need to be tested for non-discrimination?

    By Richard Anderson, July 3, 2002
    • 3 replies
    • 1.4k views
    • 
    • GBurns
    • July 7, 2002

43. restatement for off plan year who is terminating

    By Guest terid, June 19, 2002
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • July 3, 2002

44. Fiduciary liability?...

    By Guest RONNIE WASEL, June 28, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2002

45. Control Group

    By Guest MNR, July 2, 2002
    • 16 replies
    • 2.6k views
    • 
    • Guest
    • July 3, 2002

46. Top Heavy 401(k) Plan

    By bdeancpa, July 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2002

47. EGTRRA and minimum match vesting

    By Guest GS1100, June 20, 2002
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • July 2, 2002

48. Safe harbor hardship withdrawal standard

    By Guest Bud, June 24, 2002
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • July 2, 2002

49. Timing of catch-up amendment

    By Guest Catch-upper in the Rye, July 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • July 2, 2002

50. Single Participant Plan

    By Guest Runner, June 28, 2002
    • 1 reply
    • 1.3k views
    • 
    • Lynn Campbell
    • July 1, 2002