401(k) Plans

19,317 topics in this forum

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

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

2. Is this employee a participant?

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

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

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

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

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

5. After-Tax Basis not kept.

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

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

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

7. Loans to key employees in top heavy plans?

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

8. 401(a)(4) General test - cite needed for Average Benefit Percentage Te

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

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

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

10. ADP Failures and Refunds for Fiscal Plan

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

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

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

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

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

13. Partnership 401(k) Plan

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

14. Lesops

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

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

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

16. USERRA and make-up deferrals

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

17. Controlled Group

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

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

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

19. Vesting

    By Guest carsca, February 7, 2002
    • 2 replies
    • 1.5k views
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    • actuarysmith
    • February 8, 2002

20. Elective Deferrals

    By Guest Peter Riggins, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • February 8, 2002

21. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 1.9k views
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    • MWeddell
    • February 8, 2002

22. FIDUCIARY/ERISA lawsuits related to ESOPS and LESOPS

    By fidu, February 7, 2002
    • 0 replies
    • 1.3k views
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    • fidu
    • February 7, 2002

23. Fiduciary Liability question

    By FJR, February 5, 2002
    • 4 replies
    • 2.1k views
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    • Erik Read
    • February 7, 2002

24. Catch up contributions for owners?

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

25. New controlled group and HCE status

    By R. Butler, February 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • February 7, 2002

26. Investing in Plan Sponsor's Funds - Prohibited Transaction?

    By Guest Richard Scheer, February 6, 2002
    • 1 reply
    • 1.7k views
    • 
    • Jon Chambers
    • February 6, 2002

27. Beneficiary dies - Does beneficiary's spouse receive death benefit?

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • February 6, 2002

28. Help with Summary Annual Report requirements!

    By Guest lkramer, February 6, 2002
    • 3 replies
    • 3.7k views
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    • Guest
    • February 6, 2002

29. Amending benefit accrual requirements and anti-cutback concerns

    By Guest Kelly Igel, February 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 6, 2002

30. Safe Harbor Notice, client wants to stop the plan.

    By Guest JPAdmin, February 5, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2002

31. Amend SH notice?

    By Guest AndyL, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 6, 2002

32. Can first year 3% rule for ADP apply in second year of plan?

    By Guest CHRISTA, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 5, 2002

33. Determining HCEs with new plan established by employer who purchased c

    By Guest 91smithie, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 5, 2002

34. NHCEs covered under DB Plan, can HCE's contribute to 401(k) Plan?

    By Guest Richard Scheer, February 1, 2002
    • 16 replies
    • 2.7k views
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    • Guest
    • February 4, 2002

35. Elective Deferrals and Annual Addition Issue

    By chris, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 4, 2002

36. 401k Plan for Subsidiary

    By Guest MNR, February 4, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2002

37. Partial plan termination - participant count?

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

38. Post yr end Bonus deferral and 3% safe Harbor

    By Guest Ed Walker, February 1, 2002
    • 1 reply
    • 1.6k views
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    • chris
    • February 2, 2002

39. percentage/performance fee based services for ERISA funds

    By fidu, February 1, 2002
    • 1 reply
    • 2k views
    • 
    • KJohnson
    • February 1, 2002

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

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

41. Employer Match

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

42. PARTICIPANT VESTING IN MERGERS AND SAME DESK RULES VERY ODD SET OF HAP

    By Guest ACM, April 5, 2000
    • 7 replies
    • 2.6k views
    • 
    • card
    • February 1, 2002

43. adding 401K feature

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

44. Employer Match/PS Contribution Formula & Rates

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

45. Deductibility of 3% SHK with DB

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

46. Distribution of Employer Securities

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

47. Cash vs Accrual Accounting

    By Guest TBick, January 12, 2002
    • 8 replies
    • 12.6k views
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    • Archimage
    • January 30, 2002

48. 401(k) Hardship Withdrawals

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

49. "Loan reasons"

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

50. Separate account called a stable value "Fund"

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