401(k) Plans

19,275 topics in this forum

1. adding 401K feature

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

2. Employer Match/PS Contribution Formula & Rates

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

3. Deductibility of 3% SHK with DB

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

4. Distribution of Employer Securities

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

5. Cash vs Accrual Accounting

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

6. 401(k) Hardship Withdrawals

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

7. "Loan reasons"

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

8. Separate account called a stable value "Fund"

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

9. ADP testing compensation and controlled groups

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

10. 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

11. 401K 'day trading'?

    By Guest simbarat, January 23, 2002
    • 30 replies
    • 12.1k views
    • 
    • Jon Chambers
    • January 29, 2002

12. 6406 - Notice to Interested Parties

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

13. Key Employees - Officer Test

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

14. Minimim Deferral contribution

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

15. Changing anniversary date

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

16. Change in employee classification

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

17. 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

18. Keogh into 401(k)

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

19. Determining highest contribution rate for Key's.

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

20. 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

21. Matching Contribution Formulae

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

22. Plan Amendments

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

23. ADP/ACP Test

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

24. Cap on Deferrals for HCE in Plan Document?

    By lkpittman, January 23, 2002
    • 6 replies
    • 2.6k views
    • 
    • Mike Preston
    • January 24, 2002

25. 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

26. Loans to owner-employees under EGTRRA

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

27. different eligibility requirements for salaried vs. hourly

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

28. Negative Election

    By Guest worr, May 26, 1999
    • 11 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • January 24, 2002

29. Prohibited transaction/diversification

    By k man, January 17, 2002
    • 12 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 23, 2002

30. 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

31. 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

32. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 22, 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. current year testing versus prior year testing method

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

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

    By MR, January 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 22, 2002

36. TPA Fees to be recovered

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

37. Statutory Employees

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

38. 401(k) receivable contributions and the ADP test

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

39. Few HCEs, A thousand NHCEs

    By Guest LLandau, January 18, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2002

40. Simple 401K rollover to 401k

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

41. Documentation for rollover acceptance

    By Guest beppie_stark, December 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • BFree
    • January 18, 2002

42. 401(k) Plans

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

43. Formulas for determining annual profit sharing contributions

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

44. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 1.7k views
    • 
    • jaemmons
    • January 18, 2002

45. Form 5310

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

46. ACP and 414(s)

    By Guest Amy Erlbacher Anderson, July 26, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 17, 2002

47. Cafeteria Plans and Co-Sponsorship Policies

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

48. Loan provision with c-corp law firm

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