401(k) Plans

19,526 topics in this forum

1. Controlled Group Issue

   By Guest PES, June 18, 2002
   • 7 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • June 18, 2002

2. Investment review policies...

   By Guest RONNIE WASEL, June 18, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 18, 2002

3. Exclusion of Members of a Controlled Group

   By Guest PES, June 18, 2002
   • 3 replies
   • 2k views
   • 
   • pjkoehler
   • June 18, 2002

4. Document that can support a multiple employer plan

   By Guest kstorch, June 17, 2002
   • 4 replies
   • 1.8k views
   • 
   • Archimage
   • June 18, 2002

5. Maximizing 401(k) PS contribution for one person S-Corp

   By Guest dhoefer, June 17, 2002
   • 2 replies
   • 1.6k views
   • 
   • Earl
   • June 18, 2002

6. Two consecutive short plan years

   By Guest PRafferty, June 17, 2002
   • 2 replies
   • 2.2k views
   • 
   • david rigby
   • June 17, 2002

7. Straight line amortization

   By Demosthenes, June 17, 2002
   • 1 reply
   • 3.5k views
   • 
   • QDROphile
   • June 17, 2002

8. Excess Contributions Refunds

   By Guest Peter Riggins, June 17, 2002
   • 2 replies
   • 2.2k views
   • 
   • pjkoehler
   • June 17, 2002

9. Merger Money Purchase Plan into Profit Sharing Plan

   By Guest jpetrancosta, June 11, 2002
   • 12 replies
   • 5.2k views
   • 
   • KJohnson
   • June 17, 2002

10. Partial termination in a DC plan

    By alexa, June 16, 2002
    • 3 replies
    • 2.3k views
    • 
    • RTK
    • June 17, 2002

11. Money Purchase/401k merger

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • RTK
    • June 15, 2002

12. 2002 401k for self employed

    By dmb, April 1, 2002
    • 16 replies
    • 3.4k views
    • 
    • Guest
    • June 14, 2002

13. Veba

    By fidu, June 13, 2002
    • 4 replies
    • 2.1k views
    • 
    • fidu
    • June 13, 2002

14. Catch-Up: Universal Availability and Union Plans

    By Guest Lex, June 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 13, 2002

15. Plan Mergers

    By Guest MCarey1, June 4, 2002
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 12, 2002

16. Question about EGTRRA

    By Guest lawdawg, June 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • June 12, 2002

17. Bankruptcy filing by sponsor of a safe harbor 401(k) plan

    By Guest s.c.semler, June 12, 2002
    • 1 reply
    • 2.7k views
    • 
    • mbozek
    • June 12, 2002

18. Severance payments

    By Guest tonjer, June 12, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 2002

19. 5500s

    By fidu, May 29, 2002
    • 10 replies
    • 2.7k views
    • 
    • fidu
    • June 12, 2002

20. 402(g) oops

    By Guest LWilson, June 11, 2002
    • 7 replies
    • 2.8k views
    • 
    • R. Butler
    • June 12, 2002

21. Termination and distribution

    By Guest Regis, June 10, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 11, 2002

22. NIPA vs. ASPA

    By Guest CCarter, June 6, 2002
    • 7 replies
    • 7.6k views
    • 
    • Guest
    • June 11, 2002

23. 401(k) Post Tax Contributions

    By Guest amm19, June 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 10, 2002

24. Merge SEP into 401(k)?

    By Medusa, June 7, 2002
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • June 8, 2002

25. Top heavy safe harbor plan

    By Guest Melissa Winslow, June 6, 2002
    • 4 replies
    • 1.7k views
    • 
    • R. Butler
    • June 7, 2002

26. Loan source recommendations for new plan?

    By Guest RSnyder316, June 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 7, 2002

27. Any advantages for a plan year different from employer tax year?

    By Guest Doug Johnston, May 26, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 7, 2002

28. collective trusts

    By fidu, May 29, 2002
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • June 7, 2002

29. Eligibility Rules

    By MBCarey, June 6, 2002
    • 6 replies
    • 2.4k views
    • 
    • MBCarey
    • June 7, 2002

30. Revoking an election

    By E as in ERISA, June 4, 2002
    • 14 replies
    • 5.5k views
    • 
    • MWeddell
    • June 7, 2002

31. 401(a)(17) & EGTRRA

    By Guest Donkey Kong, June 4, 2002
    • 8 replies
    • 3.1k views
    • 
    • mbozek
    • June 6, 2002

32. Defaulted loans

    By FAPInJax, June 6, 2002
    • 4 replies
    • 2.2k views
    • 
    • JohnCheek
    • June 6, 2002

33. Repayment of loan to a 401(k)

    By Guest Elayne Showell, June 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 5, 2002

34. Mechanics of USERRA make up contributions.

    By Guest Jose Rosario, June 4, 2002
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • June 5, 2002

35. Catch-up contributions

    By Guest jpetrancosta, June 5, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 5, 2002

36. Control Group

    By Guest ubpMR, June 4, 2002
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 4, 2002

37. Safe Harbor Excess Match Amount

    By Guest HHR, June 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • June 4, 2002

38. Sole Owner W/ No EE's 401k Plan - No Document - No 5500 - Help

    By Guest RS Vatalaro, May 29, 2002
    • 8 replies
    • 2.4k views
    • 
    • mbozek
    • June 4, 2002

39. Periodic Payment calculation -- Fixed Installment Amount

    By Guest andmik, May 31, 2002
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • May 31, 2002

40. Prohibited Transaction?

    By Guest CRC02, May 31, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 31, 2002

41. Are there mutual fund families that will give participant level money

    By Guest Philip Simpkins, May 31, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 31, 2002

42. Defaulted loans and tax basis

    By FAPInJax, May 31, 2002
    • 0 replies
    • 1.7k views
    • 
    • FAPInJax
    • May 31, 2002

43. hardship withdrawals and catch-ups

    By LIBERTYKID, May 30, 2002
    • 2 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • May 31, 2002

44. puerto rican plans

    By fidu, May 30, 2002
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 31, 2002

45. Tax reporting of refunded contributions

    By GBurns, May 23, 2002
    • 10 replies
    • 3.3k views
    • 
    • pjkoehler
    • May 31, 2002

46. Top Heavy Contributions(- not made)

    By Guest LBH, May 29, 2002
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 30, 2002

47. Fidelity Bond (ERISA 412)

    By lkpittman, May 30, 2002
    • 0 replies
    • 2k views
    • 
    • lkpittman
    • May 30, 2002

48. Continue contributing after termination?

    By Guest Giovanni, May 28, 2002
    • 9 replies
    • 2.8k views
    • 
    • mbozek
    • May 30, 2002

49. Ideal maximum 401(k) contribution rate

    By Guest planman, May 29, 2002
    • 10 replies
    • 4k views
    • 
    • MWeddell
    • May 30, 2002

50. 5500 question

    By k man, May 29, 2002
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • May 29, 2002