401(k) Plans

19,299 topics in this forum

1. 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

2. MPP Merger/Termination

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

3. Safe Harbor & Severance Pay

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

4. Hardship withdrawal for construction of primary residence

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

5. PLan year higher defrral limits apply to.

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

6. Employer Required Contributions in Simple 401K

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

7. Margin purchases and short sales.

   By Guest Thornton, January 3, 2002
   • 8 replies
   • 3.6k views
   • 
   • Guest
   • January 8, 2002

8. Open Enrollment.

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

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

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

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

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

11. shifting adp deferrals to dilute my acp

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

12. Safe Harbor 401(k) Plan

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

13. 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

14. Failure to Deduct Elective Deferrals

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

15. participant survey

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

16. 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

17. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2002

18. Charge Offs/Write Offs

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

19. Limit on 401K Blackout Period

    By Guest Tomas, December 28, 2001
    • 4 replies
    • 4.5k views
    • 
    • Guest
    • January 3, 2002

20. 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

21. 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

22. Pre-year end salary deferral issue

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

23. Self-directed Brokerage Option

    By Guest Hunter, November 4, 1998
    • 15 replies
    • 4.9k views
    • 
    • Jon Chambers
    • January 2, 2002

24. List of Advantages, Disadvantages of Daily

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

25. Waiver of 30-day notice and the new tax notice

    By Guest beppie_stark, December 31, 2001
    • 0 replies
    • 10.2k views
    • 
    • Guest
    • December 31, 2001

26. Can CPA audit fees be paid from the plan's assets if the plan sponsor

    By Guest Lisa Flagg, November 8, 2000
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • December 31, 2001

27. Prohibited Transaction

    By Guest Thornton, December 26, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • December 31, 2001

28. U.S. Citizen with Foreign Source Income Wants to Participate in 401(k)

    By Guest 91smithie, December 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 28, 2001

29. Inaccessible vested 401(k) assets

    By Guest jkopp, December 28, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 28, 2001

30. 3% Non-Elective Safe Harbor Contribution and Re-Hired E/ee

    By chris, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001

31. Can a plan administrator legally make changes to an employee's deferra

    By Guest lkramer, December 27, 2001
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • December 27, 2001

32. Safe Harbor Contributions to Non-Existent Plan

    By Guest PJW, December 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2001

33. safe harbor - last day/1000 hour requirement

    By smm, December 25, 2001
    • 4 replies
    • 5.8k views
    • 
    • Richard Anderson
    • December 26, 2001

34. Catch-Up Contribution/Off-calendar Year Plan

    By BFree, December 12, 2001
    • 9 replies
    • 2.7k views
    • 
    • John A
    • December 26, 2001

35. Marriage by proxy - "spouse" required as beneficiary??

    By Guest Sara H, December 21, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 2001

36. TPA Going out of Business

    By Guest Admin, December 21, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 22, 2001

37. 404 limit with 2 plan years

    By Jim Chad, December 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • December 22, 2001

38. QES - employer stock concentration levels change with market fluctuati

    By fidu, December 6, 2001
    • 2 replies
    • 2k views
    • 
    • RLL
    • December 21, 2001

39. Eligible Compensation for 15% Limit

    By Guest kcousin, December 17, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2001

40. Change in plan year.

    By SMB, December 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • December 21, 2001

41. PEO 401(k) Provisions

    By bzorc, December 18, 2001
    • 5 replies
    • 2.5k views
    • 
    • GBurns
    • December 21, 2001

42. 415 Excess and compensation definition

    By stephen, November 28, 2001
    • 3 replies
    • 3.1k views
    • 
    • stephen
    • December 21, 2001

43. delayed transfer of 401(k) plan assets

    By chris, December 18, 2001
    • 5 replies
    • 1.6k views
    • 
    • Fredman
    • December 20, 2001

44. dual eligibility and top heavy

    By Guest richard j. decock, December 18, 2001
    • 4 replies
    • 2.7k views
    • 
    • Tom Poje
    • December 20, 2001

45. Protected benefit for timing of distribution?

    By Richard Anderson, December 13, 2001
    • 6 replies
    • 3k views
    • 
    • QDROphile
    • December 19, 2001

46. Plan Expenses

    By Guest Hadden2001, December 17, 2001
    • 10 replies
    • 2.6k views
    • 
    • QDROphile
    • December 19, 2001

47. Safe Harbor match and compensation

    By Guest Frankie32, December 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • December 19, 2001

48. Testing a controlled group with a Safe Harbor and non-Safe Harbor 4k P

    By Guest Joe Vasko, December 19, 2001
    • 5 replies
    • 5.4k views
    • 
    • jaemmons
    • December 19, 2001

49. Change of entry point

    By Guest Looser, December 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2001

50. Mistaken matching contribution

    By eilano, December 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Erik Read
    • December 19, 2001