401(k) Plans

19,426 topics in this forum

1. Union Employees and Top Heavy Plans

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

2. When to allow change in deferral amount

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

3. 401K Pension Freezing/Blackout Period

   By Guest Robert Tate, September 19, 2001
   • 10 replies
   • 7.3k views
   • 
   • Guest
   • February 15, 2002

4. Qpam - 84-14

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

5. Employer Securities in a Multiple Employer Plan

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

6. Controlled Groups

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

7. Company Spin-off

   By Guest Jimmy B, February 13, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • February 14, 2002

8. Match Percentage Based on Length of Service

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

9. Excess Deferrals in two plans

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

10. 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

11. Is this employee a participant?

    By Fred Payne, February 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • February 13, 2002

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

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

13. 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

14. After-Tax Basis not kept.

    By Guest John Sample, February 11, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 12, 2002

15. Which comes first - 401(k) or 125?

    By Guest MLH, February 12, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 12, 2002

16. Loans to key employees in top heavy plans?

    By Guest Michael Anderson, February 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 12, 2002

17. 401(a)(4) General test - cite needed for Average Benefit Percentage Te

    By John A, February 7, 2002
    • 3 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 11, 2002

18. Applying Federal short-term rate to late deposits when more than one q

    By John A, February 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • February 11, 2002

19. ADP Failures and Refunds for Fiscal Plan

    By Guest kstorch, February 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • Disco Stu
    • February 11, 2002

20. Prior year testing & no match in prior year...

    By Guest AlCal, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 11, 2002

21. use of match for minimum benefit in top heavy plan

    By AndyH, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • February 11, 2002

22. Partnership 401(k) Plan

    By Guest Melissa Winslow, February 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 11, 2002

23. Lesops

    By fidu, February 11, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • February 11, 2002

24. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex, February 8, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 9, 2002

25. USERRA and make-up deferrals

    By Guest karhu, February 8, 2002
    • 1 reply
    • 1.8k views
    • 
    • stephen
    • February 8, 2002

26. Controlled Group

    By Guest Tara Curran, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • February 8, 2002

27. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2002

28. Vesting

    By Guest carsca, February 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • February 8, 2002

29. Elective Deferrals

    By Guest Peter Riggins, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • February 8, 2002

30. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • February 8, 2002

31. FIDUCIARY/ERISA lawsuits related to ESOPS and LESOPS

    By fidu, February 7, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • February 7, 2002

32. Fiduciary Liability question

    By FJR, February 5, 2002
    • 4 replies
    • 2.1k views
    • 
    • Erik Read
    • February 7, 2002

33. Catch up contributions for owners?

    By Guest Michael Anderson, January 24, 2002
    • 18 replies
    • 3k views
    • 
    • MGB
    • February 7, 2002

34. New controlled group and HCE status

    By R. Butler, February 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 7, 2002

35. Investing in Plan Sponsor's Funds - Prohibited Transaction?

    By Guest Richard Scheer, February 6, 2002
    • 1 reply
    • 1.7k views
    • 
    • Jon Chambers
    • February 6, 2002

36. Beneficiary dies - Does beneficiary's spouse receive death benefit?

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • February 6, 2002

37. Help with Summary Annual Report requirements!

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

38. Amending benefit accrual requirements and anti-cutback concerns

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

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

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

40. Amend SH notice?

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

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

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

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

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

43. NHCEs covered under DB Plan, can HCE's contribute to 401(k) Plan?

    By Guest Richard Scheer, February 1, 2002
    • 16 replies
    • 2.8k views
    • 
    • Guest
    • February 4, 2002

44. Elective Deferrals and Annual Addition Issue

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

45. 401k Plan for Subsidiary

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

46. Partial plan termination - participant count?

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

47. Post yr end Bonus deferral and 3% safe Harbor

    By Guest Ed Walker, February 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • chris
    • February 2, 2002

48. percentage/performance fee based services for ERISA funds

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

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

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

50. Employer Match

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