401(k) Plans

19,299 topics in this forum

1. Exception to Catch-Up Contribution Regulations

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

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

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

3. top heavy 401k plan

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

4. Iowa

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

5. Company buyout effects on 401k plans

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

6. 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

7. Company Stock

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

8. de minimus excise tax

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

9. SIMPLE 401(k) TO SAFEHARBOR CONVERSION

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

10. 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

11. Loan Defualt due to Employer Error

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

12. 1099 R coding

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

13. coverage for employer contributions not made

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

14. Top Heavy Minimum for Safe Harbor Plan

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

15. Company Stock Issue

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

16. 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

17. IRA headache

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

18. missing plan participants

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

19. 401(k) Plan Design for Temporary Agency

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

20. Switching from Prior Year to Current Year Testing Method

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

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

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

22. Participant Loans - Terminated EE's

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

23. Testing ACP Safe Harbor Contributions

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

24. 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

25. Can administrative fees for a plan audit be paid from the plan?

    By dmb, October 20, 2000
    • 11 replies
    • 4.6k views
    • 
    • david rigby
    • April 18, 2002

26. Can owner participate in 401(k) plan that excludes union employees?

    By Guest dburge01, April 16, 2002
    • 2 replies
    • 3k views
    • 
    • R. Butler
    • April 18, 2002

27. Is there anyway to exclude 75 year old non HCE from safe harbor?

    By Guest MaryC, April 16, 2002
    • 18 replies
    • 2.3k views
    • 
    • Guest
    • April 18, 2002

28. Timing of Deposit of 401(k) Salary Deferrals

    By Guest ubpMR, April 8, 2002
    • 25 replies
    • 7.8k views
    • 
    • Guest
    • April 17, 2002

29. 2001 5500 - Distributions of loan balances with separation from servic

    By Guest Consult401k, April 11, 2002
    • 4 replies
    • 1.4k views
    • 
    • JohnCheek
    • April 13, 2002

30. Union 401K plans

    By Guest KJSpaeth, April 11, 2002
    • 7 replies
    • 2k views
    • 
    • RCK
    • April 12, 2002

31. Limitation year is not calender year

    By FJR, April 12, 2002
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • April 12, 2002

32. Excess Match Contribution

    By Guest MUSICMAN, April 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 12, 2002

33. RFP's

    By Guest tracyzimmer, April 12, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2002

34. safe harbor contributions

    By LIBERTYKID, April 11, 2002
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • April 11, 2002

35. SCAM - Loaning deferral monies to participants? Have you seen this!

    By Erik Read, February 7, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • April 11, 2002

36. Former participant requests SPD and 5500

    By Guest jms370, April 9, 2002
    • 7 replies
    • 5.1k views
    • 
    • pjkoehler
    • April 11, 2002

37. 401(k) election modification

    By Guest jim williams, April 10, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 10, 2002

38. ACP refunds Forfeitures or Check to ER?

    By Guest Kim S., April 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • April 10, 2002

39. Account Summary

    By Archimage, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • maverick
    • April 10, 2002

40. Issues 2 1099-R's for same loan default in 2 different years

    By TPAVP, April 9, 2002
    • 1 reply
    • 2k views
    • 
    • Fredman
    • April 10, 2002

41. Must top-heavy minimums be provided to P's who have entered 401k; but

    By Guest Dash02, April 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 10, 2002

42. 1/2 self employment tax calculations

    By Guest smhjr, April 8, 2002
    • 7 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 10, 2002

43. Terminating Plan / No deposit of receivable

    By BFree, April 9, 2002
    • 3 replies
    • 1.4k views
    • 
    • pjkoehler
    • April 10, 2002

44. Blackouts

    By Guest hitt24, March 25, 2002
    • 35 replies
    • 6.7k views
    • 
    • KJohnson
    • April 9, 2002

45. After-Tax Contributions in a 401(k)

    By Guest Denise S. Prince, April 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • wmyer
    • April 9, 2002

46. Short year 401k Plan

    By DP, December 12, 2001
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • April 9, 2002

47. Terminated employees carry old loans to new plans?

    By Guest Michael Anderson, April 5, 2002
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • April 8, 2002

48. 401k spousal consent to distribution

    By Guest mariaguzzetta, April 8, 2002
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • April 8, 2002

49. Loan Consolidation Question

    By Spencer, February 21, 2002
    • 8 replies
    • 5.8k views
    • 
    • Guest
    • April 8, 2002

50. Top Heavy 401(k) plan and 410(b)

    By AndyH, April 4, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • April 8, 2002