401(k) Plans

19,317 topics in this forum

1. 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

2. Safe Harbor and Multiple employers

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

3. Lower Safe Harbor for a HCE?

   By Guest Thornton, January 10, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 10, 2002

4. Form 945

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

5. Limitation years

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

6. New 2002 Vesting schedule

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

7. Gap Period Earnings Question for Excess Contributions

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

8. Safe Harbor and Top-Heavy after EGTRRA

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

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

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

10. Frequency of investment choice changes.

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

11. 401K Employer holding their contribution till End of Year...

    By Guest Karla M, January 8, 2002
    • 14 replies
    • 12.7k views
    • 
    • Kirk Maldonado
    • January 9, 2002

12. 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

13. Pre-funding a forfeitures account!

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

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

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

15. Different deferral limit for HCE?

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

16. Catch-up contributions

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

17. Vesting

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

18. 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

19. Mid-year plan termination; pro rata adjustment to compensation limit n

    By Guest JasonElliott, January 9, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2002

20. MPP Merger/Termination

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

21. Safe Harbor & Severance Pay

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

22. Hardship withdrawal for construction of primary residence

    By Guest tlarson, January 4, 2002
    • 3 replies
    • 6.7k views
    • 
    • Erik Read
    • January 8, 2002

23. PLan year higher defrral limits apply to.

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

24. Employer Required Contributions in Simple 401K

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

25. Margin purchases and short sales.

    By Guest Thornton, January 3, 2002
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • January 8, 2002

26. Open Enrollment.

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

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

    By Guest Gerritsen, February 12, 2001
    • 12 replies
    • 6.7k views
    • 
    • Guest
    • January 7, 2002

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

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

29. shifting adp deferrals to dilute my acp

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

30. Safe Harbor 401(k) Plan

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

31. Transfer of assets to a new 401K plan provider/trustee

    By Guest B12751, January 4, 2002
    • 8 replies
    • 3.6k views
    • 
    • Jon Chambers
    • January 4, 2002

32. Failure to Deduct Elective Deferrals

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

33. participant survey

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

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

    By fidu, December 24, 2001
    • 11 replies
    • 7.2k views
    • 
    • Guest
    • January 3, 2002

35. Acquisition of another corporation

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

36. Charge Offs/Write Offs

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

37. Limit on 401K Blackout Period

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

38. 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

39. 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

40. Pre-year end salary deferral issue

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

41. Self-directed Brokerage Option

    By Guest Hunter, November 4, 1998
    • 15 replies
    • 5.1k views
    • 
    • Jon Chambers
    • January 2, 2002

42. List of Advantages, Disadvantages of Daily

    By Guest FREE401k, December 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 31, 2001

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

    By Guest beppie_stark, December 31, 2001
    • 0 replies
    • 10.3k views
    • 
    • Guest
    • December 31, 2001

44. 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

45. Prohibited Transaction

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

46. 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

47. Inaccessible vested 401(k) assets

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

48. 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

49. 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

50. Safe Harbor Contributions to Non-Existent Plan

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