401(k) Plans

19,413 topics in this forum

1. 401(k) Plans

   By Guest Roxanne Walters, February 26, 2002
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 27, 2002

2. Communication requirements for participants

   By Guest rbellinger, February 27, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • February 27, 2002

3. Form 5330

   By Guest MEGary, February 26, 2002
   • 2 replies
   • 1.6k views
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   • MWeddell
   • February 27, 2002

4. Esops And Lesops. - What Risk Do Fiduciaries Have??

   By fidu, February 5, 2002
   • 15 replies
   • 2.9k views
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   • mbozek
   • February 27, 2002

5. Testing Method

   By Guest andmik, February 26, 2002
   • 3 replies
   • 1.7k views
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   • Guest
   • February 26, 2002

6. Fronting Loan Or Distribution Proceeds

   By Disco Stu, February 22, 2002
   • 11 replies
   • 2.7k views
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   • Guest
   • February 26, 2002

7. Switching between current and prior year testing for ADP/ACP tests

   By Guest sammy, April 17, 2001
   • 6 replies
   • 5.8k views
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   • Guest
   • February 26, 2002

8. Impact of New CA Law ??

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

9. 401(k) deferrals exceed plan limit

   By Guest SPOT, February 25, 2002
   • 1 reply
   • 1.5k views
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   • Tom Poje
   • February 25, 2002

10. Top-heavy questions relating to short plan years (short initial plan y

    By John A, February 25, 2002
    • 1 reply
    • 2.4k views
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    • Belgarath
    • February 25, 2002

11. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.4k views
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    • fidu
    • February 25, 2002

12. Deferral limitations after EGTRRA

    By chris, February 23, 2002
    • 3 replies
    • 1.5k views
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    • Archimage
    • February 25, 2002

13. maximum contribution levels 2001

    By Guest DDDlump, February 22, 2002
    • 2 replies
    • 1.6k views
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    • Mike Preston
    • February 23, 2002

14. 402(g) refund

    By Guest timgrace, February 22, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 23, 2002

15. Lay-Off or Termination?

    By KateSmithPA, February 22, 2002
    • 2 replies
    • 3.6k views
    • 
    • david rigby
    • February 22, 2002

16. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2002

17. Testing a start up company using statutory exclusions

    By Guest kan, February 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002

18. Top Heavy and Forfeiture Allocation

    By Guest Sheryl L, February 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • February 21, 2002

19. Can elective deferrals be made after age 70 1/2 ?

    By Moe Howard, February 21, 2002
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • February 21, 2002

20. Top Heavy Issue Family Attribution

    By Guest ROB VIDOVICH, February 20, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 21, 2002

21. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 2002

22. Administration of catch up contributions

    By Guest Diane DuFresne, February 5, 2002
    • 17 replies
    • 2.9k views
    • 
    • Guest
    • February 20, 2002

23. Controlled groups and ADP/ACP testing methods

    By Guest lforesz, February 6, 2002
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • February 20, 2002

24. Insider Trading in a 401(k)?

    By Guest lkramer, February 7, 2002
    • 7 replies
    • 8.1k views
    • 
    • Jon Chambers
    • February 20, 2002

25. Merger/Termination of Money Purchase Plans

    By Guest dhoefer, February 18, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 20, 2002

26. Profit Sharing contribution and non-profit organizations

    By Guest dhoefer, February 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • February 20, 2002

27. Top 50 employee benefits consultants

    By GBurns, February 18, 2002
    • 4 replies
    • 1.9k views
    • 
    • GBurns
    • February 20, 2002

28. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 19, 2002

29. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 19, 2002

30. Does deferred restricted stock count as compenstation for determining

    By Guest Blindman, February 18, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 19, 2002

31. Forfeitures

    By Guest rnarum, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

32. Notice to Interested Parties

    By Archimage, December 6, 2001
    • 5 replies
    • 2.2k views
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    • wmyer
    • February 19, 2002

33. Discretionary Match - Can Allocation be discretionary as well?

    By Guest NewGuy, February 15, 2002
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • February 18, 2002

34. Whether a minor can participate?

    By Guest LLandau, February 18, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2002

35. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 18, 2002

36. Safe Harbor- Top Heavy

    By Guest Gordy, February 16, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

37. De Minimus Accrued Compensation

    By Guest JEP, February 15, 2002
    • 2 replies
    • 1.9k views
    • 
    • actuarysmith
    • February 16, 2002

38. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • February 15, 2002

39. When to allow change in deferral amount

    By jkharvey, February 15, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2002

40. 401K Pension Freezing/Blackout Period

    By Guest Robert Tate, September 19, 2001
    • 10 replies
    • 7.2k views
    • 
    • Guest
    • February 15, 2002

41. Qpam - 84-14

    By fidu, February 15, 2002
    • 0 replies
    • 1.7k views
    • 
    • fidu
    • February 15, 2002

42. Employer Securities in a Multiple Employer Plan

    By Guest LMalone, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 15, 2002

43. Controlled Groups

    By Guest lallain, February 14, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 14, 2002

44. Company Spin-off

    By Guest Jimmy B, February 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 14, 2002

45. Match Percentage Based on Length of Service

    By Guest lforesz, February 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • February 14, 2002

46. Excess Deferrals in two plans

    By Guest lforesz, February 13, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • February 13, 2002

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

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

48. Is this employee a participant?

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

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

    By Guest PLHart, February 11, 2002
    • 2 replies
    • 1.7k views
    • 
    • Erik Read
    • February 12, 2002

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

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