401(k) Plans

19,317 topics in this forum

1. safe harbor - last day/1000 hour requirement

   By smm, December 25, 2001
   • 4 replies
   • 5.9k views
   • 
   • Richard Anderson
   • December 26, 2001

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

   By BFree, December 12, 2001
   • 9 replies
   • 2.8k views
   • 
   • John A
   • December 26, 2001

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

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

4. TPA Going out of Business

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

5. 404 limit with 2 plan years

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

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

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

7. Eligible Compensation for 15% Limit

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

8. Change in plan year.

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

9. PEO 401(k) Provisions

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

10. 415 Excess and compensation definition

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

11. delayed transfer of 401(k) plan assets

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

12. dual eligibility and top heavy

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

13. Protected benefit for timing of distribution?

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

14. Plan Expenses

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

15. Safe Harbor match and compensation

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

16. 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

17. Change of entry point

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

18. Mistaken matching contribution

    By eilano, December 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • December 19, 2001

19. 415 Refunds and Excise Tax

    By Guest CHRISTA, December 18, 2001
    • 3 replies
    • 2.7k views
    • 
    • jaemmons
    • December 19, 2001

20. 401K shalter?

    By Guest pinocchio, December 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • December 19, 2001

21. Can LLC members participate in PEO's 401k plan?

    By Guest wwcpa, December 14, 2001
    • 1 reply
    • 3.2k views
    • 
    • GBurns
    • December 19, 2001

22. Rights to Plan documents

    By Gary, April 13, 2000
    • 13 replies
    • 2.2k views
    • 
    • AndyH
    • December 18, 2001

23. New Rollovers: IRA, 403(b) etc.

    By Guest Sehrl, December 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 18, 2001

24. Way too long for Withdrawal Check?

    By Guest planadmin101, December 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 17, 2001

25. canadian rollover

    By MR, December 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 17, 2001

26. a question on marketing

    By Guest advisorpage, December 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2001

27. Safe harbor 401(k) "eligible employees"

    By Guest jpersa, December 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 17, 2001

28. 402 (g) Deferral Limit History

    By Guest frankbrewer, December 16, 2001
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • December 17, 2001

29. Spousal consent for Beneficiary Designation

    By preErisa, February 13, 2001
    • 13 replies
    • 11.1k views
    • 
    • Guest
    • December 15, 2001

30. Safe Harbor Notice Deadlines for various situations

    By Guest Kelly Igel, December 14, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 14, 2001

31. W-2 Pension Box

    By JanetM, December 14, 2001
    • 5 replies
    • 3.5k views
    • 
    • david rigby
    • December 14, 2001

32. Joe works for two unrelated employers in 2002, can he defer $11,000 in

    By maverick, December 13, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 2001

33. international 401k advisor?

    By Guest pinocchio, December 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2001

34. Safe Harbor Question

    By Guest CHRISTA, December 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 14, 2001

35. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 14, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 14, 2001

36. 414(s) Compensation and 401(k) Plans

    By Tom Poje, May 26, 1999
    • 13 replies
    • 8.5k views
    • 
    • AndyH
    • December 13, 2001

37. Sole Prop. sponsoring a 401(k) plan in 2002.

    By Guest Joe Vasko, December 9, 2001
    • 5 replies
    • 1.7k views
    • 
    • rocknrolls2
    • December 13, 2001

38. 2002 Inflation Adjusted Amounts Set Yet?

    By Alf, November 30, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 13, 2001

39. Revocation of Safe Harbor Match Contribution

    By Guest ELS, December 12, 2001
    • 1 reply
    • 2.1k views
    • 
    • R. Butler
    • December 12, 2001

40. Hardship distribution

    By Guest cbcadmin, December 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

41. Safe Harbor Multiple Employer Plan

    By Guest RAA, December 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

42. Rollovers under EGTRRA

    By k man, December 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • k man
    • December 12, 2001

43. Plan Administrator Communication Responsibilities

    By Guest Marcy L, December 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • December 11, 2001

44. Safe harbor term and SIMPLE 401-k establishment

    By Guest pensionadmin, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 11, 2001

45. 402(f) Notice

    By Guest L, July 19, 1999
    • 7 replies
    • 2.2k views
    • 
    • Alf
    • December 11, 2001

46. US Virgin Islands Controlled group subsidiary of US parent

    By Guest Jose Rosario, December 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2001

47. PP-Hold the A

    By Guest Lear, December 9, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2001

48. Can a one person employer (no employees) set up a Safe Harbor 401(k) P

    By Guest Kathleen Fouquet, December 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • December 7, 2001

49. New Section 404 Rules

    By Guest BCoffey, December 6, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 2001

50. Requirement of Excess Deferral distributed from deferral source?

    By Guest andmik, February 28, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • December 7, 2001