401(k) Plans

19,275 topics in this forum

1. ADP test - can employee with zero compensation be excluded?

   By John A, March 1, 2002
   • 6 replies
   • 5.1k views
   • 
   • AndyH
   • March 2, 2002

2. Nonelective Safe Harbor and Discretionary PS Contributions

   By Christine Roberts, March 1, 2002
   • 2 replies
   • 1.4k views
   • 
   • Christine Roberts
   • March 1, 2002

3. Benefit Accrual in Standardized Plan

   By Dawn Hafner, March 1, 2002
   • 1 reply
   • 1.3k views
   • 
   • actuarysmith
   • March 1, 2002

4. Calendar Year Election

   By k man, February 27, 2002
   • 2 replies
   • 2.4k views
   • 
   • MWeddell
   • March 1, 2002

5. Is it a prohibited transaction?

   By Guest And another thing ..., February 27, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 1, 2002

6. 3401(a) Compensation

   By Guest bgrazetti, February 27, 2002
   • 1 reply
   • 3.4k views
   • 
   • Tom Poje
   • March 1, 2002

7. PT rules relating to mortgage backed real-estate loans

   By Guest MDH, February 28, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 28, 2002

8. Unique 401(k) Match formula. Unique testing?

   By Guest RJM, February 28, 2002
   • 1 reply
   • 1.4k views
   • 
   • MWeddell
   • February 28, 2002

9. USA Patriot Act vs. Graham Leach Bliley

   By fidu, February 28, 2002
   • 0 replies
   • 2k views
   • 
   • fidu
   • February 28, 2002

10. Adopting Safe Harbor features to an existing 401(k) Plan

    By Guest dhoefer, February 27, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 28, 2002

11. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • February 27, 2002

12. Compensation Basis for Safe Harbor Contribution

    By Guest CHRISTA, February 27, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2002

13. 401(k) Plans

    By Guest Roxanne Walters, February 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 27, 2002

14. Communication requirements for participants

    By Guest rbellinger, February 27, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 27, 2002

15. Form 5330

    By Guest MEGary, February 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 27, 2002

16. Esops And Lesops. - What Risk Do Fiduciaries Have??

    By fidu, February 5, 2002
    • 15 replies
    • 2.7k views
    • 
    • mbozek
    • February 27, 2002

17. Testing Method

    By Guest andmik, February 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2002

18. Fronting Loan Or Distribution Proceeds

    By Disco Stu, February 22, 2002
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • February 26, 2002

19. Switching between current and prior year testing for ADP/ACP tests

    By Guest sammy, April 17, 2001
    • 6 replies
    • 5.7k views
    • 
    • Guest
    • February 26, 2002

20. Impact of New CA Law ??

    By Guest halka, January 29, 2002
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • February 25, 2002

21. 401(k) deferrals exceed plan limit

    By Guest SPOT, February 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 25, 2002

22. Top-heavy questions relating to short plan years (short initial plan y

    By John A, February 25, 2002
    • 1 reply
    • 2.4k views
    • 
    • Belgarath
    • February 25, 2002

23. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • February 25, 2002

24. Deferral limitations after EGTRRA

    By chris, February 23, 2002
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • February 25, 2002

25. maximum contribution levels 2001

    By Guest DDDlump, February 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 23, 2002

26. 402(g) refund

    By Guest timgrace, February 22, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 23, 2002

27. Lay-Off or Termination?

    By KateSmithPA, February 22, 2002
    • 2 replies
    • 3.5k views
    • 
    • david rigby
    • February 22, 2002

28. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2002

29. Testing a start up company using statutory exclusions

    By Guest kan, February 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002

30. Top Heavy and Forfeiture Allocation

    By Guest Sheryl L, February 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • February 21, 2002

31. Can elective deferrals be made after age 70 1/2 ?

    By Moe Howard, February 21, 2002
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • February 21, 2002

32. Top Heavy Issue Family Attribution

    By Guest ROB VIDOVICH, February 20, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 21, 2002

33. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002

34. Administration of catch up contributions

    By Guest Diane DuFresne, February 5, 2002
    • 17 replies
    • 2.8k views
    • 
    • Guest
    • February 20, 2002

35. Controlled groups and ADP/ACP testing methods

    By Guest lforesz, February 6, 2002
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • February 20, 2002

36. Insider Trading in a 401(k)?

    By Guest lkramer, February 7, 2002
    • 7 replies
    • 7.6k views
    • 
    • Jon Chambers
    • February 20, 2002

37. Merger/Termination of Money Purchase Plans

    By Guest dhoefer, February 18, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 20, 2002

38. Profit Sharing contribution and non-profit organizations

    By Guest dhoefer, February 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • February 20, 2002

39. Top 50 employee benefits consultants

    By GBurns, February 18, 2002
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • February 20, 2002

40. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 19, 2002

41. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

42. Does deferred restricted stock count as compenstation for determining

    By Guest Blindman, February 18, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 19, 2002

43. Forfeitures

    By Guest rnarum, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

44. Notice to Interested Parties

    By Archimage, December 6, 2001
    • 5 replies
    • 2.1k views
    • 
    • wmyer
    • February 19, 2002

45. Discretionary Match - Can Allocation be discretionary as well?

    By Guest NewGuy, February 15, 2002
    • 5 replies
    • 2k views
    • 
    • MWeddell
    • February 18, 2002

46. Whether a minor can participate?

    By Guest LLandau, February 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 18, 2002

47. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 18, 2002

48. Safe Harbor- Top Heavy

    By Guest Gordy, February 16, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

49. De Minimus Accrued Compensation

    By Guest JEP, February 15, 2002
    • 2 replies
    • 1.9k views
    • 
    • actuarysmith
    • February 16, 2002

50. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • February 15, 2002