401(k) Plans

19,401 topics in this forum

1. Is it a plan termination or a takeover plan?

   By Guest Michael Anderson, January 9, 2002
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • January 24, 2002

2. Loans to owner-employees under EGTRRA

   By Brian Gallagher, January 23, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • January 24, 2002

3. different eligibility requirements for salaried vs. hourly

   By Guest Boilerburm, January 22, 2002
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • January 24, 2002

4. Negative Election

   By Guest worr, May 26, 1999
   • 11 replies
   • 3.6k views
   • 
   • Kirk Maldonado
   • January 24, 2002

5. Prohibited transaction/diversification

   By k man, January 17, 2002
   • 12 replies
   • 2k views
   • 
   • Kirk Maldonado
   • January 23, 2002

6. SECOND REQUEST - are there any comparable provisions under ERISA AND T

   By fidu, January 17, 2002
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • January 22, 2002

7. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

   By John A, January 10, 2002
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • January 22, 2002

8. 404(c) revisited

   By Guest RJM, January 10, 2002
   • 10 replies
   • 2.2k views
   • 
   • Kirk Maldonado
   • January 22, 2002

9. Failure to notify employees of 401k plan's Entry Dates

   By Guest mmacer, January 22, 2002
   • 2 replies
   • 2.4k views
   • 
   • david rigby
   • January 22, 2002

10. current year testing versus prior year testing method

    By Guest Jane Freeman, January 9, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 22, 2002

11. Does an estate need to apply for a tax ID to receive a benefit?

    By MR, January 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 22, 2002

12. TPA Fees to be recovered

    By Guest MEGary, January 15, 2002
    • 7 replies
    • 2.2k views
    • 
    • John A
    • January 21, 2002

13. Statutory Employees

    By Guest Giovanni, January 21, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 21, 2002

14. 401(k) receivable contributions and the ADP test

    By Guest dubya, January 21, 2002
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • January 21, 2002

15. Few HCEs, A thousand NHCEs

    By Guest LLandau, January 18, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2002

16. Simple 401K rollover to 401k

    By Guest cbcadmin, January 17, 2002
    • 5 replies
    • 2.1k views
    • 
    • MJ Hartman
    • January 21, 2002

17. Documentation for rollover acceptance

    By Guest beppie_stark, December 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • BFree
    • January 18, 2002

18. 401(k) Plans

    By Guest DUKE C, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 18, 2002

19. Formulas for determining annual profit sharing contributions

    By LCARUSI, January 18, 2002
    • 0 replies
    • 1.4k views
    • 
    • LCARUSI
    • January 18, 2002

20. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 1.8k views
    • 
    • jaemmons
    • January 18, 2002

21. Form 5310

    By Guest kmbrown, January 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • January 18, 2002

22. ACP and 414(s)

    By Guest Amy Erlbacher Anderson, July 26, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 17, 2002

23. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

24. Loan provision with c-corp law firm

    By Guest S FISCHER, January 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 16, 2002

25. 410(b)-6f Failure

    By Guest PORTE, January 15, 2002
    • 3 replies
    • 1.8k views
    • 
    • Richard Anderson
    • January 16, 2002

26. TIME SENSITIVE- Do the PARTY IN INTEREST provisions under ERISA have a

    By fidu, January 16, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • January 16, 2002

27. Merging a Money Purchase

    By FJR, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002

28. Semi Urgent - When Is A Custodian Not A Fiduciary???

    By fidu, January 10, 2002
    • 23 replies
    • 13.1k views
    • 
    • MoJo
    • January 16, 2002

29. Catch-up: Non-calendar year plan

    By smm, January 14, 2002
    • 3 replies
    • 1.9k views
    • 
    • John A
    • January 15, 2002

30. Spouse absent for 25 years -- consent still needed?

    By Guest lori_eriksen, January 12, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 15, 2002

31. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • J2D2
    • January 12, 2002

32. Catch up Election and Reporting

    By Guest wolfman, January 10, 2002
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • January 11, 2002

33. Existing P/S with Coda and Match Provision. Plan Fails ADP/ACP Refund

    By Guest ROB VIDOVICH, January 11, 2002
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 11, 2002

34. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2002

35. 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

36. Safe Harbor and Multiple employers

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

37. Lower Safe Harbor for a HCE?

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

38. Form 945

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

39. Limitation years

    By Guest jim williams, January 10, 2002
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 10, 2002

40. New 2002 Vesting schedule

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

41. Gap Period Earnings Question for Excess Contributions

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

42. Safe Harbor and Top-Heavy after EGTRRA

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

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

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

44. Frequency of investment choice changes.

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

45. 401K Employer holding their contribution till End of Year...

    By Guest Karla M, January 8, 2002
    • 14 replies
    • 14.4k views
    • 
    • Kirk Maldonado
    • January 9, 2002

46. Plan sponsor's bankruptcy results in full vesting for all participants

    By Guest Furry, January 9, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 9, 2002

47. Pre-funding a forfeitures account!

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

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

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

49. Different deferral limit for HCE?

    By Guest wallacea, January 9, 2002
    • 2 replies
    • 1.5k views
    • 
    • MGB
    • January 9, 2002

50. Catch-up contributions

    By k man, January 9, 2002
    • 2 replies
    • 1.7k views
    • 
    • k man
    • January 9, 2002