401(k) Plans

19,319 topics in this forum

1. Limitation year is not calender year

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

2. Excess Match Contribution

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

3. RFP's

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

4. safe harbor contributions

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

5. 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

6. Former participant requests SPD and 5500

   By Guest jms370, April 9, 2002
   • 7 replies
   • 5.2k views
   • 
   • pjkoehler
   • April 11, 2002

7. 401(k) election modification

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

8. ACP refunds Forfeitures or Check to ER?

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

9. Account Summary

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

10. 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

11. 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

12. 1/2 self employment tax calculations

    By Guest smhjr, April 8, 2002
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 10, 2002

13. Terminating Plan / No deposit of receivable

    By BFree, April 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • April 10, 2002

14. Blackouts

    By Guest hitt24, March 25, 2002
    • 35 replies
    • 6.8k views
    • 
    • KJohnson
    • April 9, 2002

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

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

16. Short year 401k Plan

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

17. Terminated employees carry old loans to new plans?

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

18. 401k spousal consent to distribution

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

19. Loan Consolidation Question

    By Spencer, February 21, 2002
    • 8 replies
    • 5.9k views
    • 
    • Guest
    • April 8, 2002

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

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

21. SPD's

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

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

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

23. takeovers and 401K

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

24. 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

25. HCE Determination when company is new?

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

26. 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

27. 414(s) failure

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

28. Misapplication of SH Allocation Formula

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

29. 401(k) plan for a town?

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

30. Company Acquisition Question

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

31. 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

32. 401(k) plan providers

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

33. Minimum Required Distribution (beneficiary)

    By Guest sritts, April 2, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 2002

34. US Virgin Islands

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

35. 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

36. Who can be a trustee?

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

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

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

38. Rabbi Trust and Divorce

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

39. 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

40. Maxing 402(g) Limit Early in Year

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

41. Rabbi Trust

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

42. PEO/Form 5330 situation

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

43. Controlled Group -- separate plans

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

44. 401k Safety in Bankruptcy

    By Guest Eric_2002, February 15, 2002
    • 16 replies
    • 4.3k views
    • 
    • mbozek
    • April 1, 2002

45. HCE vs. NHCE

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

46. E & O Insurance

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

47. IRS Levy Question

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

48. 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

49. Change of Union Status for ADP/ACP testing

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

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

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 28, 2002