401(k) Plans

19,275 topics in this forum

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

   By dmb, October 20, 2000
   • 11 replies
   • 4.5k views
   • 
   • david rigby
   • April 18, 2002

2. 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

3. 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

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

   By Guest ubpMR, April 8, 2002
   • 25 replies
   • 7.6k views
   • 
   • Guest
   • April 17, 2002

5. 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

6. Union 401K plans

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

7. Limitation year is not calender year

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

8. Excess Match Contribution

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

9. RFP's

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

10. safe harbor contributions

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

11. 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

12. Former participant requests SPD and 5500

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

13. 401(k) election modification

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

14. ACP refunds Forfeitures or Check to ER?

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

15. Account Summary

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

16. 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

17. 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

18. 1/2 self employment tax calculations

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

19. Terminating Plan / No deposit of receivable

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

20. Blackouts

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

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

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

22. Short year 401k Plan

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

23. Terminated employees carry old loans to new plans?

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

24. 401k spousal consent to distribution

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

25. Loan Consolidation Question

    By Spencer, February 21, 2002
    • 8 replies
    • 5.7k views
    • 
    • Guest
    • April 8, 2002

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

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

27. SPD's

    By Guest Keith371, April 5, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • April 8, 2002

28. Non-discrimination test for merger occurring mid-year

    By Guest benefitsanalyst, April 5, 2002
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • April 8, 2002

29. takeovers and 401K

    By Guest Amy Hall, April 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 8, 2002

30. Business owner is also agent on own 401(k) Plan

    By Guest ubpMR, April 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2002

31. HCE Determination when company is new?

    By John A, April 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Richard Anderson
    • April 4, 2002

32. top heavy plan with no employer discretionary profit sharing contribut

    By Guest ROB VIDOVICH, May 8, 2001
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • April 4, 2002

33. 414(s) failure

    By Guest CHRISTA, April 1, 2002
    • 4 replies
    • 3.6k views
    • 
    • John A
    • April 4, 2002

34. Misapplication of SH Allocation Formula

    By Guest kgsingletary, April 4, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2002

35. 401(k) plan for a town?

    By MR, April 4, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2002

36. Company Acquisition Question

    By Guest amm19, April 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • April 4, 2002

37. Do we still need to track Section 125 data?

    By Guest FREE401k, April 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 3, 2002

38. 401(k) plan providers

    By mbozek, April 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 3, 2002

39. Minimum Required Distribution (beneficiary)

    By Guest sritts, April 2, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2002

40. US Virgin Islands

    By Guest pjrieck, April 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 3, 2002

41. 3/31 Fiscal Year End - When is ER contribution due?

    By Guest CCarter, April 2, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • April 3, 2002

42. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
    • 0 replies
    • 986 views
    • 
    • Guest
    • April 2, 2002

43. Social Security Disability & 401(k)'s

    By Guest JEP, April 2, 2002
    • 3 replies
    • 2k views
    • 
    • MGB
    • April 2, 2002

44. Rabbi Trust and Divorce

    By Guest halka, April 2, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2002

45. Catch-up Contributions in a non-calendar year plan

    By Guest Giovanni, March 28, 2002
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 2, 2002

46. Maxing 402(g) Limit Early in Year

    By Guest kjk, March 29, 2002
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • April 2, 2002

47. Rabbi Trust

    By fidu, March 28, 2002
    • 8 replies
    • 4k views
    • 
    • fidu
    • April 2, 2002

48. PEO/Form 5330 situation

    By Guest Robin Vatalaro, March 22, 2002
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2002

49. Controlled Group -- separate plans

    By R. Butler, March 8, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • April 2, 2002

50. 401k Safety in Bankruptcy

    By Guest Eric_2002, February 15, 2002
    • 16 replies
    • 4k views
    • 
    • mbozek
    • April 1, 2002