401(k) Plans

19,275 topics in this forum

1. Plan Administrator Communication Responsibilities

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

2. Safe harbor term and SIMPLE 401-k establishment

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

3. 402(f) Notice

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

4. 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

5. PP-Hold the A

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

6. 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

7. New Section 404 Rules

   By Guest BCoffey, December 6, 2001
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • December 7, 2001

8. Requirement of Excess Deferral distributed from deferral source?

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

9. 401(k)

   By Guest episarci, December 7, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 7, 2001

10. Hardship withdrawals under EGTERRA

    By Guest Asvedlow, December 6, 2001
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • December 7, 2001

11. HCE calculation following a merger

    By Guest Hadden2001, December 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 7, 2001

12. Loan Default???

    By Guest CHRISTA, December 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • December 6, 2001

13. Safe Harbor Contribution

    By Guest mich823, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

14. Non-conforming states

    By Larry M, December 5, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 2001

15. Forfeitures used to offset Participant Contributions?

    By Guest Vonnie RB, December 5, 2001
    • 8 replies
    • 3.1k views
    • 
    • QDROphile
    • December 6, 2001

16. Massachusetts (!) thinking of regulating employer stock in 401(k) plan

    By Dave Baker, December 5, 2001
    • 6 replies
    • 2.1k views
    • 
    • Steve72
    • December 6, 2001

17. Forfeitures in Profit Sharing Plan

    By Guest Amy Harle, December 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 6, 2001

18. 401(k) fees

    By Guest cathie giebel, December 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • December 6, 2001

19. New Safe Harbor 401(k) Plan

    By imchipbrown, December 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 5, 2001

20. If a safe habor plan (match method) offers catch-up contributions is i

    By Guest PJW, December 4, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 4, 2001

21. 401K contributions cut off due to $10,500 limit but not restarted in n

    By Guest netadmin, November 28, 2001
    • 12 replies
    • 3.4k views
    • 
    • Guest
    • December 4, 2001

22. Eligibility

    By Guest Sara H, December 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • December 4, 2001

23. What is a "party in interest" ?

    By Moe Howard, December 3, 2001
    • 12 replies
    • 17.1k views
    • 
    • Guest
    • December 4, 2001

24. 401(b) transition period -- beginning date?

    By Guest Alley, December 4, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2001

25. Matching Catch-up Contributions

    By Guest t936, December 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • December 4, 2001

26. Entry Date

    By Fred Payne, December 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2001

27. Earned Income Calculation

    By Fred Payne, December 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Fred Payne
    • December 1, 2001

28. "True up" matching contributions under a standard plan

    By Guest Kimberly Flett, November 30, 2001
    • 5 replies
    • 6.3k views
    • 
    • R. Butler
    • November 30, 2001

29. Children Employed, not owners, HCE???

    By Guest Michael Anderson, November 30, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2001

30. safe harbor notice - non elective

    By k man, November 29, 2001
    • 7 replies
    • 2.2k views
    • 
    • KJohnson
    • November 30, 2001

31. Excess Contributions and Earnings on Related Match Forfeiture

    By Guest Kimberly Flett, November 30, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 30, 2001

32. Enron

    By fidu, November 29, 2001
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • November 30, 2001

33. Salary & Hourly Plan - HCE's want In, Can lookback be used

    By Guest JimJ, November 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alonzo
    • November 30, 2001

34. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 5 replies
    • 3.1k views
    • 
    • MWeddell
    • November 29, 2001

35. 401(k) Safe Harbor

    By Guest Mahl, November 29, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 29, 2001

36. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2001

37. 401k Home Mortgage Loans

    By Guest batberf, November 29, 2001
    • 3 replies
    • 3.6k views
    • 
    • Steve72
    • November 29, 2001

38. Election for Catch-Up Contribution

    By lkpittman, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 29, 2001

39. Safe Harbor & New Comparability P/S Plan

    By Guest Jim Jesikiewicz, November 28, 2001
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • November 29, 2001

40. Calculating Orphaned Match?!?!?!

    By Guest gkaley, November 28, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • November 28, 2001

41. Tech Companies & 401k Match

    By Guest Barb5494@aol.com, November 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 28, 2001

42. What to do when plan sponsor has not treated as taxable distributions

    By EGB, September 26, 2000
    • 3 replies
    • 1.7k views
    • 
    • rocknrolls2
    • November 28, 2001

43. Top heavy plan with a catch up contribution.

    By pbarrett, November 27, 2001
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 28, 2001

44. Rehired Employee

    By Guest Sara H, November 27, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 27, 2001

45. Two plan Top Heavy Testing and Safe Harbor Exemption

    By Guest luv, November 27, 2001
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • November 27, 2001

46. safe harbor and permitted disparity

    By Guest MES, November 27, 2001
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • November 27, 2001

47. 401(k) Safe Harbor Notice

    By Guest Giovanni, November 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • November 27, 2001

48. Qualified Plan Assets in a QDOT

    By Guest kstorch, November 27, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 27, 2001

49. Too Creative Design?

    By Jed Macy, November 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • MWeddell
    • November 23, 2001

50. 10% early withdrawal penalty for selling all or part of the company co

    By Guest eugenew, November 20, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • November 21, 2001