401(k) Plans

19,299 topics in this forum

1. Lay-Off or Termination?

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

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

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

3. Testing a start up company using statutory exclusions

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

4. Top Heavy and Forfeiture Allocation

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

5. 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

6. Top Heavy Issue Family Attribution

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

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

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

8. Administration of catch up contributions

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

9. Controlled groups and ADP/ACP testing methods

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

10. Insider Trading in a 401(k)?

    By Guest lkramer, February 7, 2002
    • 7 replies
    • 7.7k views
    • 
    • Jon Chambers
    • February 20, 2002

11. Merger/Termination of Money Purchase Plans

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

12. Profit Sharing contribution and non-profit organizations

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

13. Top 50 employee benefits consultants

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

14. California 402(g) Limit

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

15. 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

16. Does deferred restricted stock count as compenstation for determining

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

17. Forfeitures

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

18. Notice to Interested Parties

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

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

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

20. Whether a minor can participate?

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

21. ADP Test for a KSOP

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

22. Safe Harbor- Top Heavy

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

23. De Minimus Accrued Compensation

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

24. Union Employees and Top Heavy Plans

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

25. When to allow change in deferral amount

    By jkharvey, February 15, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2002

26. 401K Pension Freezing/Blackout Period

    By Guest Robert Tate, September 19, 2001
    • 10 replies
    • 7k views
    • 
    • Guest
    • February 15, 2002

27. Qpam - 84-14

    By fidu, February 15, 2002
    • 0 replies
    • 1.7k views
    • 
    • fidu
    • February 15, 2002

28. Employer Securities in a Multiple Employer Plan

    By Guest LMalone, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 15, 2002

29. Controlled Groups

    By Guest lallain, February 14, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 14, 2002

30. Company Spin-off

    By Guest Jimmy B, February 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 14, 2002

31. Match Percentage Based on Length of Service

    By Guest lforesz, February 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • February 14, 2002

32. Excess Deferrals in two plans

    By Guest lforesz, February 13, 2002
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 13, 2002

33. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

    By Guest GMedley, February 13, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

34. Is this employee a participant?

    By Fred Payne, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 13, 2002

35. Discretionary profit sharing contrib to 401(k) Plan

    By Guest PLHart, February 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

36. Payroll periods crossing over plan years - what to include in each yea

    By John A, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 12, 2002

37. After-Tax Basis not kept.

    By Guest John Sample, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

38. Which comes first - 401(k) or 125?

    By Guest MLH, February 12, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 12, 2002

39. Loans to key employees in top heavy plans?

    By Guest Michael Anderson, February 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 12, 2002

40. 401(a)(4) General test - cite needed for Average Benefit Percentage Te

    By John A, February 7, 2002
    • 3 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 11, 2002

41. Applying Federal short-term rate to late deposits when more than one q

    By John A, February 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • February 11, 2002

42. ADP Failures and Refunds for Fiscal Plan

    By Guest kstorch, February 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • Disco Stu
    • February 11, 2002

43. Prior year testing & no match in prior year...

    By Guest AlCal, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 11, 2002

44. use of match for minimum benefit in top heavy plan

    By AndyH, February 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • February 11, 2002

45. Partnership 401(k) Plan

    By Guest Melissa Winslow, February 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 11, 2002

46. Lesops

    By fidu, February 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • February 11, 2002

47. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex, February 8, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2002

48. USERRA and make-up deferrals

    By Guest karhu, February 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • February 8, 2002

49. Controlled Group

    By Guest Tara Curran, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • February 8, 2002

50. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2002