401(k) Plans

19,299 topics in this forum

1. After tax that should have been pre tax

   By Guest mkelly, May 14, 2002
   • 1 reply
   • 1.7k views
   • 
   • mbozek
   • May 15, 2002

2. Charge for "extra" recordkeeping services

   By Guest FREE401k, May 14, 2002
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 15, 2002

3. Suspend EE and ER Matching Contributions To 401k Plan

   By Guest ROB VIDOVICH, May 14, 2002
   • 6 replies
   • 4.5k views
   • 
   • Mike Preston
   • May 15, 2002

4. Fidelity Bonds

   By Guest MatthewW, May 14, 2002
   • 1 reply
   • 1.7k views
   • 
   • Mike Preston
   • May 15, 2002

5. Participant over 415 limit & plan limit but already rolled $ out o

   By Guest CCarter, May 14, 2002
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • May 15, 2002

6. Change in business structure, what to do with 401k?

   By Guest LTurner, May 10, 2002
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • May 14, 2002

7. Controlled Group Vesting

   By Guest carsca, May 13, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 13, 2002

8. Takeover 401(k) sub-s plan with owner(participant) loans.

   By pbarrett, August 18, 2000
   • 7 replies
   • 2.4k views
   • 
   • Guest
   • May 13, 2002

9. PEOs, Rev Proc 2002-21 and Multiple Employer Plans

   By Guest ubpMR, May 9, 2002
   • 2 replies
   • 1.9k views
   • 
   • KJohnson
   • May 13, 2002

10. ADP Compensation Testing

    By Guest SPOT, May 10, 2002
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2002

11. Farmer John the Sole Proprietor

    By Guest Donkey Kong, May 7, 2002
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • May 11, 2002

12. Administration and Audits

    By Guest Melissa Winslow, April 24, 2002
    • 10 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 10, 2002

13. 401(k)

    By Guest JFBEARB, May 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2002

14. current & prior year testing q

    By Earl, August 5, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2002

15. Change to employer directed from employee

    By Guest S FISCHER, May 8, 2002
    • 19 replies
    • 3k views
    • 
    • mbozek
    • May 10, 2002

16. Catch ups Without Regular Deferrals

    By lkpittman, April 29, 2002
    • 27 replies
    • 5.4k views
    • 
    • pjkoehler
    • May 10, 2002

17. How is interest calculated when plan sponsor is late contributing sala

    By John A, June 23, 2000
    • 4 replies
    • 4.3k views
    • 
    • KJohnson
    • May 10, 2002

18. CODA definition

    By Guest cfspr, May 10, 2002
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • May 10, 2002

19. EGTRRA conformity

    By Guest laurad, April 25, 2002
    • 6 replies
    • 1.9k views
    • 
    • pjkoehler
    • May 9, 2002

20. particpant loan rolled into a qualified plan within sixty days

    By Guest Jeanie, May 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 9, 2002

21. 1099 and loan default

    By Guest andmik, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2002

22. DC Plan Fees and SPD disclosure

    By alexa, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • alexa
    • May 9, 2002

23. Fidelity Bond

    By Guest Matt77, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 9, 2002

24. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • May 8, 2002

25. Top heavy determination

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

26. Hedge Fund Regulations

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

27. 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

28. Due Date for Deferrals for Partner

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

29. WAIVING DISTRIBUTION TAXES

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

30. Control Groups

    By Guest tcunagin, May 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 7, 2002

31. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • May 6, 2002

32. IRS Audit - missing original plan document

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

33. 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

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

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

35. Loan partial payments

    By Guest Pavlick, May 2, 2002
    • 5 replies
    • 9k views
    • 
    • actuarysmith
    • May 3, 2002

36. Futures and ERISA funds

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

37. Unused leave deposited into 401(k) plan

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

38. Safe Harbor Match & Top Heavy

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

39. 401(k) Plan Termination and Forfeitures

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

40. 401k Partial Plan Year Termination

    By Guest Julia Slee, May 1, 2002
    • 1 reply
    • 2.1k views
    • 
    • KateSmithPA
    • May 1, 2002

41. Retirment plan comparisons

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

42. Schedule D Requirements

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

43. 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

44. Usa Patriot Act & Pensions

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

45. 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

46. after-tax employee contributions

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

47. 404(c) & Defaults

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

48. DC plan company stock limits

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

49. 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

50. Catch-UP Contributions

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