401(k) Plans

19,275 topics in this forum

1. Loan provision with c-corp law firm

   By Guest S FISCHER, January 16, 2002
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • January 16, 2002

2. Form 5310

   By Guest kmbrown, January 16, 2002
   • 2 replies
   • 1.5k views
   • 
   • Medusa
   • January 18, 2002

3. TIME SENSITIVE- Do the PARTY IN INTEREST provisions under ERISA have a

   By fidu, January 16, 2002
   • 0 replies
   • 1.3k views
   • 
   • fidu
   • January 16, 2002

4. Merging a Money Purchase

   By FJR, January 16, 2002
   • 1 reply
   • 1.4k views
   • 
   • Archimage
   • January 16, 2002

5. 410(b)-6f Failure

   By Guest PORTE, January 15, 2002
   • 3 replies
   • 1.7k views
   • 
   • Richard Anderson
   • January 16, 2002

6. Boxer/Corzine Bill: What effect will it have on your plans?

   By Guest panzermanpanzerman, January 15, 2002
   • 21 replies
   • 2.8k views
   • 
   • Bill Berke
   • January 25, 2002

7. TPA Fees to be recovered

   By Guest MEGary, January 15, 2002
   • 7 replies
   • 2.1k views
   • 
   • John A
   • January 21, 2002

8. BRFs

   By Guest qualified plan, January 14, 2002
   • 11 replies
   • 3.8k views
   • 
   • Belgarath
   • October 8, 2003

9. Catch-up: Non-calendar year plan

   By smm, January 14, 2002
   • 3 replies
   • 1.9k views
   • 
   • John A
   • January 15, 2002

10. Spouse absent for 25 years -- consent still needed?

    By Guest lori_eriksen, January 12, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2002

11. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • J2D2
    • January 12, 2002

12. Cash vs Accrual Accounting

    By Guest TBick, January 12, 2002
    • 8 replies
    • 12.5k views
    • 
    • Archimage
    • January 30, 2002

13. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2002

14. Existing P/S with Coda and Match Provision. Plan Fails ADP/ACP Refund

    By Guest ROB VIDOVICH, January 11, 2002
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 11, 2002

15. Late matching contribution (but not too late!) - provide earnings?

    By Guest timb, January 10, 2002
    • 10 replies
    • 9.2k views
    • 
    • austin3515
    • October 12, 2002

16. Safe Harbor and Multiple employers

    By Guest cbcadmin, January 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2002

17. Semi Urgent - When Is A Custodian Not A Fiduciary???

    By fidu, January 10, 2002
    • 23 replies
    • 12.3k views
    • 
    • MoJo
    • January 16, 2002

18. Lower Safe Harbor for a HCE?

    By Guest Thornton, January 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2002

19. Existing P/S Plan With CODA adopting Safe Harbor Provisions

    By Guest ROB VIDOVICH, January 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • John A
    • January 10, 2002

20. Form 945

    By Guest ANNEBV, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • January 10, 2002

21. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

    By John A, January 10, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 22, 2002

22. Catch up Election and Reporting

    By Guest wolfman, January 10, 2002
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 11, 2002

23. Limitation years

    By Guest jim williams, January 10, 2002
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 10, 2002

24. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 22, 2002

25. Pension Administrator or Benefits Administrator Salary

    By Guest Sara H, January 9, 2002
    • 27 replies
    • 6.6k views
    • 
    • Guest
    • December 26, 2002

26. Safe Harbor and Top-Heavy after EGTRRA

    By Guest Samwise, January 9, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • January 10, 2002

27. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg, January 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 10, 2002

28. Frequency of investment choice changes.

    By Guest JPAdmin, January 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • January 9, 2002

29. deferring unused medical FSA to a 401(k)

    By Guest MES, January 9, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 9, 2002

30. Is it a plan termination or a takeover plan?

    By Guest Michael Anderson, January 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2002

31. Plan sponsor's bankruptcy results in full vesting for all participants

    By Guest Furry, January 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 9, 2002

32. Different deferral limit for HCE?

    By Guest wallacea, January 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • January 9, 2002

33. Catch-up contributions

    By k man, January 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • k man
    • January 9, 2002

34. Mid-year plan termination; pro rata adjustment to compensation limit n

    By Guest JasonElliott, January 9, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2002

35. current year testing versus prior year testing method

    By Guest Jane Freeman, January 9, 2002
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • January 22, 2002

36. Vesting

    By k man, January 9, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • January 9, 2002

37. Saver's Credit/Sample Employee Notice - what does the first example me

    By Guest gaham, January 8, 2002
    • 15 replies
    • 3.9k views
    • 
    • Guest
    • January 8, 2003

38. Non-Calendar Year Safe Harbor 401(k) Plan

    By Guest s.c.semler, January 8, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 9, 2002

39. MPP Merger/Termination

    By Guest Tara Curran, January 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • January 8, 2002

40. Employer Required Contributions in Simple 401K

    By Guest dondajean, January 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 8, 2002

41. 401K Employer holding their contribution till End of Year...

    By Guest Karla M, January 8, 2002
    • 14 replies
    • 11.3k views
    • 
    • Kirk Maldonado
    • January 9, 2002

42. Safe Harbor & Severance Pay

    By Guest CHRISTA, January 7, 2002
    • 1 reply
    • 2.2k views
    • 
    • Erik Read
    • January 8, 2002

43. Open Enrollment.

    By Guest Thornton, January 7, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

44. Employer doesn't want to let Rehire on plan immediately.

    By Guest Sara H, January 7, 2002
    • 16 replies
    • 2.4k views
    • 
    • KJohnson
    • January 9, 2002

45. New 2002 Vesting schedule

    By Guest Michael Anderson, January 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

46. PLan year higher defrral limits apply to.

    By Guest Thornton, January 6, 2002
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 8, 2002

47. Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 7, 2002

48. shifting adp deferrals to dilute my acp

    By Bri, January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2002

49. Hardship withdrawal for construction of primary residence

    By Guest tlarson, January 4, 2002
    • 3 replies
    • 6.5k views
    • 
    • Erik Read
    • January 8, 2002

50. Transfer of assets to a new 401K plan provider/trustee

    By Guest B12751, January 4, 2002
    • 8 replies
    • 3.5k views
    • 
    • Jon Chambers
    • January 4, 2002