401(k) Plans

19,275 topics in this forum

1. Top heavy determination

   By Sully, May 8, 2002
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • May 8, 2002

2. Hedge Fund Regulations

   By fidu, May 2, 2002
   • 2 replies
   • 1.4k views
   • 
   • fidu
   • May 8, 2002

3. 401(k) Out-of-compliance in Plan's first year

   By Guest KAGEM, May 7, 2002
   • 7 replies
   • 1.9k views
   • 
   • mbozek
   • May 7, 2002

4. Due Date for Deferrals for Partner

   By MarZDoates, May 7, 2002
   • 6 replies
   • 2.9k views
   • 
   • Archimage
   • May 7, 2002

5. WAIVING DISTRIBUTION TAXES

   By Guest CHRISTA, August 1, 2000
   • 7 replies
   • 2.2k views
   • 
   • david rigby
   • May 7, 2002

6. Control Groups

   By Guest tcunagin, May 6, 2002
   • 2 replies
   • 1.8k views
   • 
   • R. Butler
   • May 7, 2002

7. Market Timing Restrictions

   By Guest MikeH, May 6, 2002
   • 1 reply
   • 4.5k views
   • 
   • Guest
   • May 6, 2002

8. IRS Audit - missing original plan document

   By Guest ubpMR, May 2, 2002
   • 16 replies
   • 4.6k views
   • 
   • Mike Preston
   • May 6, 2002

9. Safe-harbor plan's pass on top-heavy testing

   By Guest Pat Metallic, May 1, 2002
   • 2 replies
   • 1.6k views
   • 
   • Fred Payne
   • May 4, 2002

10. Definition of Zero % Vested (Forfeiture Timing Issue)

    By Guest RS Vatalaro, May 2, 2002
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • May 3, 2002

11. Loan partial payments

    By Guest Pavlick, May 2, 2002
    • 5 replies
    • 8.9k views
    • 
    • actuarysmith
    • May 3, 2002

12. Futures and ERISA funds

    By fidu, May 3, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • May 3, 2002

13. Unused leave deposited into 401(k) plan

    By alexa, April 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 2, 2002

14. Safe Harbor Match & Top Heavy

    By BFree, May 2, 2002
    • 0 replies
    • 1.6k views
    • 
    • BFree
    • May 2, 2002

15. 401(k) Plan Termination and Forfeitures

    By Guest Leeney, May 2, 2002
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 2, 2002

16. 401k Partial Plan Year Termination

    By Guest Julia Slee, May 1, 2002
    • 1 reply
    • 2k views
    • 
    • KateSmithPA
    • May 1, 2002

17. Retirment plan comparisons

    By FJR, April 25, 2002
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 1, 2002

18. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 1, 2002

19. Aggregation in 2001 but not in 2002 . . . what are the prior year NHCE

    By Guest T-BONE, May 1, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2002

20. Usa Patriot Act & Pensions

    By fidu, May 1, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • May 1, 2002

21. After tax contributions in a top heavy profit sharing plan

    By Guest terid, April 30, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2002

22. after-tax employee contributions

    By alexa, April 28, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • April 29, 2002

23. 404(c) & Defaults

    By Guest tschenk, April 24, 2002
    • 23 replies
    • 3.1k views
    • 
    • Guest
    • April 27, 2002

24. DC plan company stock limits

    By fidu, April 23, 2002
    • 16 replies
    • 3.6k views
    • 
    • fidu
    • April 26, 2002

25. Matching on a Payroll Basis, and 1,000 Hour Eligibility Requirement

    By Christine Roberts, April 26, 2002
    • 6 replies
    • 1.9k views
    • 
    • Christine Roberts
    • April 26, 2002

26. Catch-UP Contributions

    By Guest caroline84, April 15, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 25, 2002

27. Exception to Catch-Up Contribution Regulations

    By Guest pcjackson, April 25, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2002

28. How much can I borrow on my 401K?

    By Guest Zoil, March 3, 2002
    • 17 replies
    • 7.2k views
    • 
    • Mike Preston
    • April 25, 2002

29. top heavy 401k plan

    By Guest ehayes, April 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 24, 2002

30. Iowa

    By Fredman, April 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Steve72
    • April 24, 2002

31. Company buyout effects on 401k plans

    By Guest DDDlump, April 22, 2002
    • 9 replies
    • 3.9k views
    • 
    • pjkoehler
    • April 24, 2002

32. Cite for spousal consent NOT being required for distributions or loans

    By John A, April 4, 2002
    • 11 replies
    • 8.8k views
    • 
    • Guest
    • April 24, 2002

33. Company Stock

    By fidu, April 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 24, 2002

34. de minimus excise tax

    By Guest Rosemary Raymer, April 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • Steve72
    • April 23, 2002

35. SIMPLE 401(k) TO SAFEHARBOR CONVERSION

    By Guest FredR, April 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 23, 2002

36. Timing of the use of Match Forfeiture

    By Guest Steve McD, April 19, 2002
    • 10 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 23, 2002

37. Loan Defualt due to Employer Error

    By Guest lavander30, April 18, 2002
    • 6 replies
    • 3.7k views
    • 
    • Belgarath
    • April 23, 2002

38. 1099 R coding

    By Guest ehayes, April 23, 2002
    • 1 reply
    • 1.7k views
    • 
    • Fredman
    • April 23, 2002

39. coverage for employer contributions not made

    By Guest ERIC STRAND, April 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 23, 2002

40. Top Heavy Minimum for Safe Harbor Plan

    By Guest Asvedlow, April 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • April 23, 2002

41. Company Stock Issue

    By fidu, April 19, 2002
    • 4 replies
    • 1.7k views
    • 
    • fidu
    • April 22, 2002

42. Can multiple plans be on same document if not a prototype and not a mu

    By John A, April 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 21, 2002

43. IRA headache

    By Guest joeyboy, April 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2002

44. missing plan participants

    By Guest Rockford, April 17, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • April 21, 2002

45. 401(k) Plan Design for Temporary Agency

    By Guest Lesley Sifers, April 19, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • April 20, 2002

46. Switching from Prior Year to Current Year Testing Method

    By Guest CRC02, April 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 20, 2002

47. Matching Contributions--When is a True-Up Required?

    By Guest CRC02, April 18, 2002
    • 9 replies
    • 4.6k views
    • 
    • pjkoehler
    • April 19, 2002

48. Participant Loans - Terminated EE's

    By MBCarey, April 18, 2002
    • 7 replies
    • 2.6k views
    • 
    • Earl
    • April 19, 2002

49. Testing ACP Safe Harbor Contributions

    By Guest T-BONE, April 19, 2002
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • April 19, 2002

50. Converting Existing 401(k) to Safe Harbor 401(k) Mid Year - Def. of Su

    By Christine Roberts, April 17, 2002
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 19, 2002