401(k) Plans

19,534 topics in this forum

1. Dual eligibility & 401(a)(4) testimg

   By SMB, March 6, 2002
   • 3 replies
   • 2.8k views
   • 
   • Mike Preston
   • March 6, 2002

2. state tax withholding

   By Guest bgrazetti, March 5, 2002
   • 1 reply
   • 2k views
   • 
   • david rigby
   • March 5, 2002

3. Forced distribution for under $5000 - can't find the participant

   By Guest lkramer, March 5, 2002
   • 1 reply
   • 2.4k views
   • 
   • stephen
   • March 5, 2002

4. Where can we find information about the average % that employers contr

   By Guest JFBEARB, March 1, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 5, 2002

5. 70 1/2 Minimum Required Distribution

   By Guest dmband1, November 9, 2001
   • 12 replies
   • 3.8k views
   • 
   • Guest
   • March 5, 2002

6. Plan Distributions

   By Guest KevinP, February 15, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • March 5, 2002

7. restorative payments

   By Guest D. Leeke, March 4, 2002
   • 0 replies
   • 2k views
   • 
   • Guest
   • March 4, 2002

8. Plan Loans in Bankruptcy

   By Guest DLH, February 28, 2002
   • 11 replies
   • 2.4k views
   • 
   • Mike Preston
   • March 4, 2002

9. Multiple Use Failure

   By Guest CCarter, February 28, 2002
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • March 4, 2002

10. ADP test - can employee with zero compensation be excluded?

    By John A, March 1, 2002
    • 6 replies
    • 5.8k views
    • 
    • AndyH
    • March 2, 2002

11. Nonelective Safe Harbor and Discretionary PS Contributions

    By Christine Roberts, March 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Christine Roberts
    • March 1, 2002

12. Benefit Accrual in Standardized Plan

    By Dawn Hafner, March 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • March 1, 2002

13. Calendar Year Election

    By k man, February 27, 2002
    • 2 replies
    • 2.7k views
    • 
    • MWeddell
    • March 1, 2002

14. Is it a prohibited transaction?

    By Guest And another thing ..., February 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 1, 2002

15. 3401(a) Compensation

    By Guest bgrazetti, February 27, 2002
    • 1 reply
    • 3.6k views
    • 
    • Tom Poje
    • March 1, 2002

16. PT rules relating to mortgage backed real-estate loans

    By Guest MDH, February 28, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 28, 2002

17. Unique 401(k) Match formula. Unique testing?

    By Guest RJM, February 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • February 28, 2002

18. USA Patriot Act vs. Graham Leach Bliley

    By fidu, February 28, 2002
    • 0 replies
    • 2.3k views
    • 
    • fidu
    • February 28, 2002

19. Adopting Safe Harbor features to an existing 401(k) Plan

    By Guest dhoefer, February 27, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2002

20. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 27, 2002

21. Compensation Basis for Safe Harbor Contribution

    By Guest CHRISTA, February 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2002

22. 401(k) Plans

    By Guest Roxanne Walters, February 26, 2002
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 27, 2002

23. Communication requirements for participants

    By Guest rbellinger, February 27, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 27, 2002

24. Form 5330

    By Guest MEGary, February 26, 2002
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 27, 2002

25. Esops And Lesops. - What Risk Do Fiduciaries Have??

    By fidu, February 5, 2002
    • 15 replies
    • 3.6k views
    • 
    • mbozek
    • February 27, 2002

26. Testing Method

    By Guest andmik, February 26, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 26, 2002

27. Fronting Loan Or Distribution Proceeds

    By Disco Stu, February 22, 2002
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • February 26, 2002

28. Switching between current and prior year testing for ADP/ACP tests

    By Guest sammy, April 17, 2001
    • 6 replies
    • 6.2k views
    • 
    • Guest
    • February 26, 2002

29. Impact of New CA Law ??

    By Guest halka, January 29, 2002
    • 11 replies
    • 3.6k views
    • 
    • mbozek
    • February 25, 2002

30. 401(k) deferrals exceed plan limit

    By Guest SPOT, February 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • February 25, 2002

31. Top-heavy questions relating to short plan years (short initial plan y

    By John A, February 25, 2002
    • 1 reply
    • 2.7k views
    • 
    • Belgarath
    • February 25, 2002

32. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.7k views
    • 
    • fidu
    • February 25, 2002

33. Deferral limitations after EGTRRA

    By chris, February 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • Archimage
    • February 25, 2002

34. maximum contribution levels 2001

    By Guest DDDlump, February 22, 2002
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 23, 2002

35. 402(g) refund

    By Guest timgrace, February 22, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 23, 2002

36. Lay-Off or Termination?

    By KateSmithPA, February 22, 2002
    • 2 replies
    • 3.8k views
    • 
    • david rigby
    • February 22, 2002

37. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 22, 2002

38. Testing a start up company using statutory exclusions

    By Guest kan, February 22, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 22, 2002

39. Top Heavy and Forfeiture Allocation

    By Guest Sheryl L, February 21, 2002
    • 1 reply
    • 1.9k views
    • 
    • Medusa
    • February 21, 2002

40. Can elective deferrals be made after age 70 1/2 ?

    By Moe Howard, February 21, 2002
    • 3 replies
    • 3.6k views
    • 
    • mbozek
    • February 21, 2002

41. Top Heavy Issue Family Attribution

    By Guest ROB VIDOVICH, February 20, 2002
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 21, 2002

42. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 21, 2002

43. Administration of catch up contributions

    By Guest Diane DuFresne, February 5, 2002
    • 17 replies
    • 3.5k views
    • 
    • Guest
    • February 20, 2002

44. Controlled groups and ADP/ACP testing methods

    By Guest lforesz, February 6, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • February 20, 2002

45. Insider Trading in a 401(k)?

    By Guest lkramer, February 7, 2002
    • 7 replies
    • 8.9k views
    • 
    • Jon Chambers
    • February 20, 2002

46. Merger/Termination of Money Purchase Plans

    By Guest dhoefer, February 18, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 20, 2002

47. Profit Sharing contribution and non-profit organizations

    By Guest dhoefer, February 20, 2002
    • 1 reply
    • 2k views
    • 
    • Archimage
    • February 20, 2002

48. Top 50 employee benefits consultants

    By GBurns, February 18, 2002
    • 4 replies
    • 2.3k views
    • 
    • GBurns
    • February 20, 2002

49. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.9k views
    • 
    • MGB
    • February 19, 2002

50. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 19, 2002