401(k) Plans

19,334 topics in this forum

1. Catch ups Without Regular Deferrals

   By lkpittman, April 29, 2002
   • 27 replies
   • 5.5k views
   • 
   • pjkoehler
   • May 10, 2002

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

   By John A, June 23, 2000
   • 4 replies
   • 4.4k views
   • 
   • KJohnson
   • May 10, 2002

3. CODA definition

   By Guest cfspr, May 10, 2002
   • 3 replies
   • 5.4k views
   • 
   • Guest
   • May 10, 2002

4. EGTRRA conformity

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

5. 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

6. 1099 and loan default

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

7. DC Plan Fees and SPD disclosure

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

8. Fidelity Bond

   By Guest Matt77, May 8, 2002
   • 2 replies
   • 1.6k views
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   • Mike Preston
   • May 9, 2002

9. Incorrect Distribution - Participant Still Employed

   By Guest UKH, May 7, 2002
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • May 8, 2002

10. Top heavy determination

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

11. Hedge Fund Regulations

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

12. 401(k) Out-of-compliance in Plan's first year

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

13. Due Date for Deferrals for Partner

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

14. WAIVING DISTRIBUTION TAXES

    By Guest CHRISTA, August 1, 2000
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • May 7, 2002

15. Control Groups

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

16. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • May 6, 2002

17. IRS Audit - missing original plan document

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

18. 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

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

    By Guest RS Vatalaro, May 2, 2002
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • May 3, 2002

20. Loan partial payments

    By Guest Pavlick, May 2, 2002
    • 5 replies
    • 9.1k views
    • 
    • actuarysmith
    • May 3, 2002

21. Futures and ERISA funds

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

22. Unused leave deposited into 401(k) plan

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

23. Safe Harbor Match & Top Heavy

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

24. 401(k) Plan Termination and Forfeitures

    By Guest Leeney, May 2, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 2, 2002

25. 401k Partial Plan Year Termination

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

26. Retirment plan comparisons

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

27. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2002

28. 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

29. Usa Patriot Act & Pensions

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

30. 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

31. after-tax employee contributions

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

32. 404(c) & Defaults

    By Guest tschenk, April 24, 2002
    • 23 replies
    • 3.2k views
    • 
    • Guest
    • April 27, 2002

33. DC plan company stock limits

    By fidu, April 23, 2002
    • 16 replies
    • 3.7k views
    • 
    • fidu
    • April 26, 2002

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

    By Christine Roberts, April 26, 2002
    • 6 replies
    • 2k views
    • 
    • Christine Roberts
    • April 26, 2002

35. Catch-UP Contributions

    By Guest caroline84, April 15, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2002

36. Exception to Catch-Up Contribution Regulations

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

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

    By Guest Zoil, March 3, 2002
    • 17 replies
    • 7.3k views
    • 
    • Mike Preston
    • April 25, 2002

38. top heavy 401k plan

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

39. Iowa

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

40. Company buyout effects on 401k plans

    By Guest DDDlump, April 22, 2002
    • 9 replies
    • 4k views
    • 
    • pjkoehler
    • April 24, 2002

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

    By John A, April 4, 2002
    • 11 replies
    • 8.9k views
    • 
    • Guest
    • April 24, 2002

42. Company Stock

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

43. de minimus excise tax

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

44. SIMPLE 401(k) TO SAFEHARBOR CONVERSION

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

45. 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

46. Loan Defualt due to Employer Error

    By Guest lavander30, April 18, 2002
    • 6 replies
    • 3.8k views
    • 
    • Belgarath
    • April 23, 2002

47. 1099 R coding

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

48. coverage for employer contributions not made

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

49. Top Heavy Minimum for Safe Harbor Plan

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

50. Company Stock Issue

    By fidu, April 19, 2002
    • 4 replies
    • 1.8k views
    • 
    • fidu
    • April 22, 2002