401(k) Plans

19,275 topics in this forum

1. Merging a Money Purchase

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

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

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

3. Catch-up: Non-calendar year plan

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

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

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

5. Merger of DCP

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

6. Catch up Election and Reporting

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

7. 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

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

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

9. 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

10. Safe Harbor and Multiple employers

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

11. Lower Safe Harbor for a HCE?

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

12. Form 945

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

13. Limitation years

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

14. New 2002 Vesting schedule

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

15. Gap Period Earnings Question for Excess Contributions

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

16. Safe Harbor and Top-Heavy after EGTRRA

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

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

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

18. Frequency of investment choice changes.

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

19. 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

20. 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

21. Pre-funding a forfeitures account!

    By Guest JPAdmin, January 3, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 9, 2002

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

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

23. Different deferral limit for HCE?

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

24. Catch-up contributions

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

25. Vesting

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

26. 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

27. 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

28. MPP Merger/Termination

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

29. Safe Harbor & Severance Pay

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

30. Hardship withdrawal for construction of primary residence

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

31. PLan year higher defrral limits apply to.

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

32. Employer Required Contributions in Simple 401K

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

33. Margin purchases and short sales.

    By Guest Thornton, January 3, 2002
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • January 8, 2002

34. Open Enrollment.

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

35. Freezing/terminating a money-purchase plan; timing and penalties

    By Guest Gerritsen, February 12, 2001
    • 12 replies
    • 6.6k views
    • 
    • Guest
    • January 7, 2002

36. Safe Harbor 401(k) - Amend Profit Sharing Plan for 2002

    By MarZDoates, January 3, 2002
    • 5 replies
    • 1.8k views
    • 
    • MarZDoates
    • January 7, 2002

37. shifting adp deferrals to dilute my acp

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

38. Safe Harbor 401(k) Plan

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

39. 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

40. Failure to Deduct Elective Deferrals

    By Scott, February 27, 2001
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • January 4, 2002

41. participant survey

    By Guest Chuck Herbik, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

42. URGENT -please clarify PRUDENT man VS prudent expert RULEs for ERISA f

    By fidu, December 24, 2001
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • January 3, 2002

43. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 3, 2002

44. Charge Offs/Write Offs

    By Fredman, December 19, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002

45. Limit on 401K Blackout Period

    By Guest Tomas, December 28, 2001
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • January 3, 2002

46. Trends in reducing 401K match during these difficult economic times

    By Guest RalphHensley, December 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2002

47. Restrictions on salary deferrals after a hardship withdrawal has been

    By Guest Kelly Igel, January 2, 2002
    • 2 replies
    • 2.5k views
    • 
    • MGB
    • January 2, 2002

48. Pre-year end salary deferral issue

    By chris, December 28, 2001
    • 11 replies
    • 2.2k views
    • 
    • Jon Chambers
    • January 2, 2002

49. Self-directed Brokerage Option

    By Guest Hunter, November 4, 1998
    • 15 replies
    • 4.8k views
    • 
    • Jon Chambers
    • January 2, 2002

50. List of Advantages, Disadvantages of Daily

    By Guest FREE401k, December 31, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 31, 2001