401(k) Plans

19,299 topics in this forum

1. SPD's

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

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

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

3. takeovers and 401K

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

4. 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

5. HCE Determination when company is new?

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

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

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

7. 414(s) failure

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

8. Misapplication of SH Allocation Formula

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

9. 401(k) plan for a town?

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

10. Company Acquisition Question

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

11. 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

12. 401(k) plan providers

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

13. Minimum Required Distribution (beneficiary)

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

14. US Virgin Islands

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

15. 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

16. Who can be a trustee?

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

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

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

18. Rabbi Trust and Divorce

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

19. 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

20. Maxing 402(g) Limit Early in Year

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

21. Rabbi Trust

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

22. PEO/Form 5330 situation

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

23. Controlled Group -- separate plans

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

24. 401k Safety in Bankruptcy

    By Guest Eric_2002, February 15, 2002
    • 16 replies
    • 4.1k views
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    • mbozek
    • April 1, 2002

25. HCE vs. NHCE

    By Guest koolkid, April 1, 2002
    • 2 replies
    • 3k views
    • 
    • pjkoehler
    • April 1, 2002

26. E & O Insurance

    By Guest LTurner, April 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2002

27. IRS Levy Question

    By Guest Barker, March 29, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 29, 2002

28. 411(d)(6) cutback to amend plan that allowed immediate distributions o

    By EGB, March 28, 2000
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • March 28, 2002

29. Change of Union Status for ADP/ACP testing

    By Guest jvi, July 6, 1999
    • 6 replies
    • 3.3k views
    • 
    • MWeddell
    • March 28, 2002

30. Sample Employer Policy on frequency allowing changes to deferrals?

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 28, 2002

31. life insurance in a qualified plan for the self-employed individual.

    By MR, March 28, 2002
    • 0 replies
    • 1.3k views
    • 
    • MR
    • March 28, 2002

32. Controlled Group Top Heavy Aggregation

    By R. Butler, March 27, 2002
    • 3 replies
    • 2.4k views
    • 
    • R. Butler
    • March 28, 2002

33. Failed ACP Test- Plan Termination

    By Guest UKH, March 27, 2002
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 28, 2002

34. Failed ADP

    By Guest pensiondoc, February 26, 1999
    • 10 replies
    • 2.2k views
    • 
    • Disco Stu
    • March 27, 2002

35. 5500 Reporting for Self Directed Accounts

    By Guest JCatt, March 27, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2002

36. Safe Harbor (Non-elective 3%) - HELP!

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.6k views
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    • lkpittman
    • March 27, 2002

37. Vesting for term'd EE during merger

    By Guest RLD, March 27, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 2002

38. Hardship safe harbor definition

    By doombuggy, March 27, 2002
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • March 27, 2002

39. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
    • 0 replies
    • 5.9k views
    • 
    • Guest
    • March 26, 2002

40. Definition of Compensation

    By Guest JEP, March 25, 2002
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2002

41. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • March 25, 2002

42. GUST and EGTRA plan restatments for a terminated plan

    By Guest smhjr, March 22, 2002
    • 2 replies
    • 1.5k views
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    • mbozek
    • March 24, 2002

43. QERP and QES

    By fidu, March 18, 2002
    • 5 replies
    • 2.2k views
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    • fidu
    • March 22, 2002

44. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

45. key employee determination

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

46. QNEC Allocation

    By Guest Tina Pickard, March 21, 2002
    • 1 reply
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

47. Catch-up contribution form

    By stephen, March 19, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 22, 2002

48. Highly comp only putting after tax money, testing required?

    By Guest Kim S., March 21, 2002
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

49. Profit Sharing Plans

    By Guest blb, March 21, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2002

50. Can you deduct the losses on your return for losses incurred for distr

    By Guest J. BEARB, February 22, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2002