401(k) Plans

19,390 topics in this forum

1. Help with Summary Annual Report requirements!

   By Guest lkramer, February 6, 2002
   • 3 replies
   • 3.8k views
   • 
   • Guest
   • February 6, 2002

2. Amending benefit accrual requirements and anti-cutback concerns

   By Guest Kelly Igel, February 4, 2002
   • 4 replies
   • 2k views
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   • Guest
   • February 6, 2002

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

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

4. Amend SH notice?

   By Guest AndyL, February 5, 2002
   • 1 reply
   • 1.5k views
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   • Guest
   • February 6, 2002

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

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

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

   By Guest 91smithie, February 4, 2002
   • 1 reply
   • 1.6k views
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   • IRC401
   • February 5, 2002

7. 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

8. Elective Deferrals and Annual Addition Issue

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

9. 401k Plan for Subsidiary

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

10. Partial plan termination - participant count?

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

11. 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

12. percentage/performance fee based services for ERISA funds

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

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

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

14. Employer Match

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

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

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

16. adding 401K feature

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

17. 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

18. 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

19. Distribution of Employer Securities

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

20. Cash vs Accrual Accounting

    By Guest TBick, January 12, 2002
    • 8 replies
    • 12.7k views
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    • Archimage
    • January 30, 2002

21. 401(k) Hardship Withdrawals

    By Guest average_guy, January 23, 2002
    • 4 replies
    • 2.8k views
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    • Guest
    • January 29, 2002

22. "Loan reasons"

    By Guest k8tbrown, January 28, 2002
    • 5 replies
    • 2k views
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    • Guest
    • January 29, 2002

23. Separate account called a stable value "Fund"

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

24. ADP testing compensation and controlled groups

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

25. 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

26. 401K 'day trading'?

    By Guest simbarat, January 23, 2002
    • 30 replies
    • 14.1k views
    • 
    • Jon Chambers
    • January 29, 2002

27. 6406 - Notice to Interested Parties

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

28. Key Employees - Officer Test

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

29. Minimim Deferral contribution

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

30. Changing anniversary date

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

31. Change in employee classification

    By Guest Tara Curran, January 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • imchipbrown
    • January 25, 2002

32. 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

33. Keogh into 401(k)

    By Guest dhoefer, January 24, 2002
    • 4 replies
    • 2.3k views
    • 
    • Bill Berke
    • January 25, 2002

34. Determining highest contribution rate for Key's.

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

35. 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

36. Matching Contribution Formulae

    By imchipbrown, January 23, 2002
    • 2 replies
    • 1.6k views
    • 
    • jaemmons
    • January 25, 2002

37. Plan Amendments

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

38. ADP/ACP Test

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

39. Cap on Deferrals for HCE in Plan Document?

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

40. Is it a plan termination or a takeover plan?

    By Guest Michael Anderson, January 9, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 24, 2002

41. Loans to owner-employees under EGTRRA

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

42. different eligibility requirements for salaried vs. hourly

    By Guest Boilerburm, January 22, 2002
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • January 24, 2002

43. Negative Election

    By Guest worr, May 26, 1999
    • 11 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • January 24, 2002

44. Prohibited transaction/diversification

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

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

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

46. 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

47. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.2k views
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    • Kirk Maldonado
    • January 22, 2002

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

    By Guest mmacer, January 22, 2002
    • 2 replies
    • 2.4k views
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    • david rigby
    • January 22, 2002

49. current year testing versus prior year testing method

    By Guest Jane Freeman, January 9, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 22, 2002

50. 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