401(k) Plans

19,319 topics in this forum

1. Last year for selecting Current Year/Prior Year Testing

   By Guest AdminFL, February 1, 2002
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 1, 2002

2. Employer Match

   By Guest Elmo, February 1, 2002
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • February 1, 2002

3. Partial plan termination - participant count?

   By Richard Anderson, February 1, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • February 4, 2002

4. Distribution of Employer Securities

   By bdeancpa, January 30, 2002
   • 1 reply
   • 2.1k views
   • 
   • QDROphile
   • January 30, 2002

5. adding 401K feature

   By Guest MNR, January 30, 2002
   • 8 replies
   • 2.2k views
   • 
   • Erik Read
   • January 31, 2002

6. Employer Match/PS Contribution Formula & Rates

   By Guest JimJ, January 30, 2002
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 31, 2002

7. 402(g) Excess Deferrals-negative earnings and 1099-Rs

   By AndrewZ, January 30, 2002
   • 3 replies
   • 3.3k views
   • 
   • Archimage
   • July 30, 2002

8. Impact of New CA Law ??

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

9. Matching age 50 catch-up contributions - questions

   By John A, January 29, 2002
   • 5 replies
   • 2.2k views
   • 
   • R. Butler
   • July 19, 2002

10. Spin Off Plan or New Plan???

    By Guest timkbaker, January 29, 2002
    • 10 replies
    • 4.2k views
    • 
    • Guest
    • June 19, 2002

11. ADP testing compensation and controlled groups

    By Guest lforesz, January 28, 2002
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • January 29, 2002

12. self-employed individuals and net earned income calculation

    By Guest MES, January 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • January 29, 2002

13. "Loan reasons"

    By Guest k8tbrown, January 28, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 29, 2002

14. Separate account called a stable value "Fund"

    By Guest Ella, January 28, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 29, 2002

15. Changing anniversary date

    By Guest Kelly Igel, January 28, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 28, 2002

16. Deductibility of 3% SHK with DB

    By Jed Macy, January 27, 2002
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • January 30, 2002

17. Key Employees - Officer Test

    By Guest CCarter, January 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

18. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2002

19. Can you pick a dual eligibility date prior to inception of the Plan?

    By Guest UKH, January 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • January 25, 2002

20. Minimim Deferral contribution

    By Guest PRafferty, January 25, 2002
    • 4 replies
    • 1.8k views
    • 
    • jaemmons
    • January 28, 2002

21. 6406 - Notice to Interested Parties

    By Guest robinmingle, January 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 2002

22. Keogh into 401(k)

    By Guest dhoefer, January 24, 2002
    • 4 replies
    • 2.2k views
    • 
    • Bill Berke
    • January 25, 2002

23. Catch up contributions for owners?

    By Guest Michael Anderson, January 24, 2002
    • 18 replies
    • 2.8k views
    • 
    • MGB
    • February 7, 2002

24. Matching Contribution Formulae

    By imchipbrown, January 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • January 25, 2002

25. Change in employee classification

    By Guest Tara Curran, January 23, 2002
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • January 25, 2002

26. 401(k) Hardship Withdrawals

    By Guest average_guy, January 23, 2002
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2002

27. 401K 'day trading'?

    By Guest simbarat, January 23, 2002
    • 30 replies
    • 12.8k views
    • 
    • Jon Chambers
    • January 29, 2002

28. Cap on Deferrals for HCE in Plan Document?

    By lkpittman, January 23, 2002
    • 6 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 24, 2002

29. Loans to owner-employees under EGTRRA

    By Brian Gallagher, January 23, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 24, 2002

30. ADP/ACP Test

    By Guest CCarter, January 23, 2002
    • 6 replies
    • 1.9k views
    • 
    • MWeddell
    • January 25, 2002

31. Fees -Nationwide

    By k man, January 22, 2002
    • 23 replies
    • 5.1k views
    • 
    • Guest
    • October 24, 2002

32. different eligibility requirements for salaried vs. hourly

    By Guest Boilerburm, January 22, 2002
    • 4 replies
    • 3k views
    • 
    • Guest
    • January 24, 2002

33. Failure to notify employees of 401k plan's Entry Dates

    By Guest mmacer, January 22, 2002
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • January 22, 2002

34. Does an estate need to apply for a tax ID to receive a benefit?

    By MR, January 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 22, 2002

35. Plan Amendments

    By Guest cbuxton, January 22, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2002

36. Statutory Employees

    By Guest Giovanni, January 21, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 21, 2002

37. 401(k) receivable contributions and the ADP test

    By Guest dubya, January 21, 2002
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • January 21, 2002

38. Few HCEs, A thousand NHCEs

    By Guest LLandau, January 18, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2002

39. Formulas for determining annual profit sharing contributions

    By LCARUSI, January 18, 2002
    • 0 replies
    • 1.4k views
    • 
    • LCARUSI
    • January 18, 2002

40. 401(k) Plans

    By Guest DUKE C, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 18, 2002

41. Simple 401K rollover to 401k

    By Guest cbcadmin, January 17, 2002
    • 5 replies
    • 2.1k views
    • 
    • MJ Hartman
    • January 21, 2002

42. Prohibited transaction/diversification

    By k man, January 17, 2002
    • 12 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 23, 2002

43. SECOND REQUEST - are there any comparable provisions under ERISA AND T

    By fidu, January 17, 2002
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2002

44. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

45. Loan provision with c-corp law firm

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

46. Form 5310

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

47. 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

48. Merging a Money Purchase

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

49. 410(b)-6f Failure

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

50. 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