401(k) Plans

19,489 topics in this forum

1. Company Stock Limits

   By Guest btooz, July 25, 2002
   • 8 replies
   • 2.3k views
   • 
   • RCK
   • July 31, 2002

2. single participant plan mistakenly deposited contributions to the wron

   By Stevo-PDX, July 30, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 31, 2002

3. Using other financial resources before taking a hardship withdrawal

   By Guest Bud, July 31, 2002
   • 11 replies
   • 2k views
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   • Kirk Maldonado
   • July 31, 2002

4. Can a plan participant be considered a "Five percent owner"

   By billfgrady, July 31, 2002
   • 3 replies
   • 2.3k views
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   • Brian Gallagher
   • July 31, 2002

5. HCEs participating in more than one of the unrelated employer plans

   By Guest kimninh, July 31, 2002
   • 1 reply
   • 1.4k views
   • 
   • MGB
   • July 31, 2002

6. Eligibility Issues

   By Fred Payne, July 26, 2002
   • 11 replies
   • 2.5k views
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   • E as in ERISA
   • July 31, 2002

7. Plan Administration Commitee Membership

   By Guest EEC, July 30, 2002
   • 3 replies
   • 1.7k views
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   • Guest
   • July 31, 2002

8. Illegal Aliens

   By Guest benefitsanalyst, July 19, 2002
   • 19 replies
   • 13.2k views
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   • Guest
   • July 30, 2002

9. 401k Participation

   By Guest ADP, July 26, 2002
   • 13 replies
   • 3.1k views
   • 
   • Guest
   • July 30, 2002

10. Reversing a loan payment

    By Guest mkelly, July 26, 2002
    • 4 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • July 30, 2002

11. Imputing Disparity in a Non-Cross Tested 401(k) Plan with 3% non-elect

    By Guest Dave Danziger, July 29, 2002
    • 4 replies
    • 1.7k views
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    • Tom Poje
    • July 30, 2002

12. 402(g) Excess Deferrals-negative earnings and 1099-Rs

    By AndrewZ, January 30, 2002
    • 3 replies
    • 3.6k views
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    • Archimage
    • July 30, 2002

13. Prior Service Credit and Maximum Number of Years Credited

    By Guest amm19, July 29, 2002
    • 4 replies
    • 2.6k views
    • 
    • MGB
    • July 30, 2002

14. Peo with a 401(k) question

    By abanky, July 16, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • July 30, 2002

15. Discretionary Match Contribution/Formula

    By Guest AdminFL, July 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 26, 2002

16. new ERISA laws HR.3762 S.1991 S.1992

    By fidu, July 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • July 25, 2002

17. Under $5k distributions

    By Guest benefitsanalyst, July 22, 2002
    • 16 replies
    • 4.5k views
    • 
    • actuarysmith
    • July 25, 2002

18. Controlled Group with Two Plans

    By Guest PES, July 24, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • July 25, 2002

19. Current Availability of Benefits

    By Guest Thornton, July 23, 2002
    • 11 replies
    • 3.4k views
    • 
    • mbozek
    • July 24, 2002

20. SRO rules impact on Bank Trust Departments (from ABA Trust Letter)

    By fidu, July 24, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • July 24, 2002

21. Top heavy percentage - 60.71% rounds down to 60%, so plan not top-heav

    By Jean, February 17, 1999
    • 15 replies
    • 3.9k views
    • 
    • AndyH
    • July 24, 2002

22. What is the impact of catch-up elections on the general test?

    By JDuns, July 22, 2002
    • 5 replies
    • 1.7k views
    • 
    • JDuns
    • July 23, 2002

23. ADP Excess Contributions

    By Guest benefitsanalyst, July 19, 2002
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

24. Financial hardship exists (safe harbor definition) even if participant

    By Guest hank, June 28, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • July 22, 2002

25. hardship suspensions & new 401(k) plan

    By Guest Barge Girl, July 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • MGB
    • July 22, 2002

26. Fiduciary status

    By Guest Becca2002, July 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • July 21, 2002

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

    By Guest Plan the Man, July 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 19, 2002

28. Loan Default

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

29. Matching age 50 catch-up contributions - questions

    By John A, January 29, 2002
    • 5 replies
    • 2.4k views
    • 
    • R. Butler
    • July 19, 2002

30. 2002 Required Minimum Distribution

    By Guest taj32z, July 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 19, 2002

31. Age 50 Matching Contributions

    By Guest koolkid, March 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • John A
    • July 18, 2002

32. 401k Insurance Policy

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

33. ADP Test

    By Archimage, July 18, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 18, 2002

34. Compensation Ratio Test

    By Guest Kimberly Flett, July 18, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2002

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

    By lkpittman, July 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 18, 2002

36. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.6k views
    • 
    • Dawn Hafner
    • July 18, 2002

37. Late Safe Harbor Notices

    By Alf, December 28, 2000
    • 14 replies
    • 5.4k views
    • 
    • actuarysmith
    • July 17, 2002

38. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.7k views
    • 
    • billfgrady
    • July 17, 2002

39. Rolling Over Loans

    By Guest andmik, July 16, 2002
    • 4 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 17, 2002

40. prohibited transaction???

    By fidu, July 12, 2002
    • 4 replies
    • 1.7k views
    • 
    • fidu
    • July 16, 2002

41. Prior Year ADP Testing for New Plan

    By Guest kgsingletary, July 16, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 16, 2002

42. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 16, 2002

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

    By Guest Plan the Man, July 12, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • July 16, 2002

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

    By lkpittman, May 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • lkpittman
    • July 16, 2002

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

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

46. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.6k views
    • 
    • BeckyMiller
    • July 15, 2002

47. Matching Contribution Deposit Deadline

    By Guest dll, July 15, 2002
    • 1 reply
    • 2.3k views
    • 
    • jpod
    • July 15, 2002

48. $40,000 P-S Contribution and $1,000 401(k) Catch-up permitted?

    By billfgrady, July 2, 2002
    • 11 replies
    • 2.5k views
    • 
    • Mike Preston
    • July 15, 2002

49. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.7k views
    • 
    • Earl
    • July 12, 2002

50. 5330, Sch. G

    By BFree, July 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • BFree
    • July 12, 2002