401(k) Plans

19,489 topics in this forum

1. Merger/Termination of Money Purchase Plans

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

2. Profit Sharing contribution and non-profit organizations

   By Guest dhoefer, February 20, 2002
   • 1 reply
   • 1.9k views
   • 
   • Archimage
   • February 20, 2002

3. Top 50 employee benefits consultants

   By GBurns, February 18, 2002
   • 4 replies
   • 2k views
   • 
   • GBurns
   • February 20, 2002

4. California 402(g) Limit

   By Guest susan w, February 19, 2002
   • 4 replies
   • 1.7k views
   • 
   • MGB
   • February 19, 2002

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

   By Guest GMedley, February 19, 2002
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • February 19, 2002

6. Does deferred restricted stock count as compenstation for determining

   By Guest Blindman, February 18, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • February 19, 2002

7. Forfeitures

   By Guest rnarum, February 19, 2002
   • 1 reply
   • 1.7k views
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   • Guest
   • February 19, 2002

8. Notice to Interested Parties

   By Archimage, December 6, 2001
   • 5 replies
   • 2.3k views
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   • wmyer
   • February 19, 2002

9. Discretionary Match - Can Allocation be discretionary as well?

   By Guest NewGuy, February 15, 2002
   • 5 replies
   • 2.2k views
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   • MWeddell
   • February 18, 2002

10. Whether a minor can participate?

    By Guest LLandau, February 18, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 18, 2002

11. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 18, 2002

12. Safe Harbor- Top Heavy

    By Guest Gordy, February 16, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 18, 2002

13. De Minimus Accrued Compensation

    By Guest JEP, February 15, 2002
    • 2 replies
    • 2k views
    • 
    • actuarysmith
    • February 16, 2002

14. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • KJohnson
    • February 15, 2002

15. When to allow change in deferral amount

    By jkharvey, February 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 15, 2002

16. 401K Pension Freezing/Blackout Period

    By Guest Robert Tate, September 19, 2001
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • February 15, 2002

17. Qpam - 84-14

    By fidu, February 15, 2002
    • 0 replies
    • 1.9k views
    • 
    • fidu
    • February 15, 2002

18. Employer Securities in a Multiple Employer Plan

    By Guest LMalone, February 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • February 15, 2002

19. Controlled Groups

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

20. Company Spin-off

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

21. Match Percentage Based on Length of Service

    By Guest lforesz, February 13, 2002
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • February 14, 2002

22. Excess Deferrals in two plans

    By Guest lforesz, February 13, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 13, 2002

23. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

    By Guest GMedley, February 13, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 13, 2002

24. Is this employee a participant?

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

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

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

26. Payroll periods crossing over plan years - what to include in each yea

    By John A, February 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 12, 2002

27. After-Tax Basis not kept.

    By Guest John Sample, February 11, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 12, 2002

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

    By Guest MLH, February 12, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2002

29. Loans to key employees in top heavy plans?

    By Guest Michael Anderson, February 12, 2002
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • February 12, 2002

30. 401(a)(4) General test - cite needed for Average Benefit Percentage Te

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

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

    By John A, February 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • John A
    • February 11, 2002

32. ADP Failures and Refunds for Fiscal Plan

    By Guest kstorch, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Disco Stu
    • February 11, 2002

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

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

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

    By AndyH, February 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • February 11, 2002

35. Partnership 401(k) Plan

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

36. Lesops

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

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

    By Wessex, February 8, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 9, 2002

38. USERRA and make-up deferrals

    By Guest karhu, February 8, 2002
    • 1 reply
    • 1.9k views
    • 
    • stephen
    • February 8, 2002

39. Controlled Group

    By Guest Tara Curran, February 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • February 8, 2002

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

    By Guest Bud, February 8, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 8, 2002

41. Vesting

    By Guest carsca, February 7, 2002
    • 2 replies
    • 1.7k views
    • 
    • actuarysmith
    • February 8, 2002

42. Elective Deferrals

    By Guest Peter Riggins, February 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • actuarysmith
    • February 8, 2002

43. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • February 8, 2002

44. FIDUCIARY/ERISA lawsuits related to ESOPS and LESOPS

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

45. Fiduciary Liability question

    By FJR, February 5, 2002
    • 4 replies
    • 2.2k views
    • 
    • Erik Read
    • February 7, 2002

46. Catch up contributions for owners?

    By Guest Michael Anderson, January 24, 2002
    • 18 replies
    • 3.2k views
    • 
    • MGB
    • February 7, 2002

47. New controlled group and HCE status

    By R. Butler, February 6, 2002
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • February 7, 2002

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

    By Guest Richard Scheer, February 6, 2002
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • February 6, 2002

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

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.9k views
    • 
    • mbozek
    • February 6, 2002

50. Help with Summary Annual Report requirements!

    By Guest lkramer, February 6, 2002
    • 3 replies
    • 4k views
    • 
    • Guest
    • February 6, 2002