401(k) Plans

19,275 topics in this forum

1. Defining Key Employees in 2002

   By Guest GMedley, November 7, 2001
   • 2 replies
   • 1.6k views
   • 
   • stephen
   • November 7, 2001

2. 404 Comp under EGTRRA

   By KJohnson, November 7, 2001
   • 2 replies
   • 1.6k views
   • 
   • KJohnson
   • November 7, 2001

3. Form 5300 Question

   By Scott, November 6, 2001
   • 0 replies
   • 1.4k views
   • 
   • Scott
   • November 6, 2001

4. HCE first plan year

   By Guest CHRISTA, November 6, 2001
   • 3 replies
   • 3.1k views
   • 
   • lkpittman
   • November 7, 2001

5. Age 50 Catch-Up Questions after proposed regulations?

   By John A, November 5, 2001
   • 3 replies
   • 1.8k views
   • 
   • John A
   • November 7, 2001

6. Does anybody know of a "best of the best" type product for p

   By SMB, November 5, 2001
   • 7 replies
   • 2k views
   • 
   • Erik Read
   • November 7, 2001

7. Stable Value Fund - What questions do you ask?

   By Guest Fred Benefits, November 5, 2001
   • 4 replies
   • 2.5k views
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   • Jon Chambers
   • November 7, 2001

8. 401k vesting of interest on employer matching?

   By Guest Herigstad, November 5, 2001
   • 5 replies
   • 2k views
   • 
   • KIP KRAUS
   • November 6, 2001

9. What to do with "excess gains" after correcting amount of de

   By Guest Sara H, November 5, 2001
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • November 7, 2001

10. Contributing unused sick leave or paid time off to a 401(k) plan

    By Guest Mark Porter, November 4, 2001
    • 1 reply
    • 4k views
    • 
    • Tom Poje
    • November 5, 2001

11. Deferred Compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 4, 2001

12. Section 318 attribution for Key EE under EGTRRA

    By Guest GMedley, November 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • November 2, 2001

13. After-tax rollovers and subsequent distribution

    By PMC, November 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 2, 2001

14. Catch up contributions and separate lines of business

    By Guest kbs, November 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • November 2, 2001

15. ASPA highlight

    By Tom Poje, November 2, 2001
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 6, 2001

16. ADP & ACP testing is only performed on "eligible" HCEs

    By Moe Howard, November 2, 2001
    • 9 replies
    • 2.4k views
    • 
    • MWeddell
    • November 9, 2001

17. Same Desk Rule

    By Guest DMK, November 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

18. 401K withholding

    By basumukherji, October 31, 2001
    • 0 replies
    • 1.5k views
    • 
    • basumukherji
    • October 31, 2001

19. 15% Excise Tax

    By Guest Giovanni, October 31, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

20. prohibited transaction?

    By Guest lc, October 31, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2001

21. Loan Balance - Required Minimum Distribution

    By Guest Amy Harle, October 31, 2001
    • 2 replies
    • 4.8k views
    • 
    • Belgarath
    • October 31, 2001

22. 170 K compensation limit

    By Guest jin.limledoux, October 30, 2001
    • 15 replies
    • 4k views
    • 
    • QDROphile
    • October 31, 2001

23. Effective Date of Money Purchase Plan Merger (12/31/01 OR 1/1/02)??

    By Guest T-BONE, October 30, 2001
    • 1 reply
    • 2k views
    • 
    • rcline46
    • October 31, 2001

24. Integration - multiple plans

    By k man, October 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • k man
    • November 1, 2001

25. Parsonage Allowance under 401(k) plans?

    By Guest brstokes, October 30, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2001

26. Employer Contribution to Safe Harbor Plan

    By Guest brstokes, October 29, 2001
    • 5 replies
    • 2k views
    • 
    • KateSmithPA
    • November 9, 2001

27. Can you freeze a SIMPLE 401(k) Plan?

    By Guest UKH, October 29, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

28. Egtrra

    By Guest kgsingletary, October 29, 2001
    • 20 replies
    • 4.3k views
    • 
    • Bob R
    • November 13, 2001

29. Hardship Distributions

    By Guest JAG, October 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • October 30, 2001

30. Simple 401(k) To A Simple 401(k) Or Other Qp

    By Guest AFRICA6796, October 29, 2001
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 29, 2001

31. Safe Harbor 401(k) and Seasonal Employees

    By Guest Gibson, October 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • October 29, 2001

32. 401 k on layoff

    By Guest cris, October 28, 2001
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • October 29, 2001

33. 401(k) protection against participant's judgment creditors

    By stevena, October 26, 2001
    • 4 replies
    • 4.3k views
    • 
    • david rigby
    • October 26, 2001

34. Top Heavy & Related Employers

    By Guest susan1323, October 26, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2001

35. Can a plan elect the safe harbor provisions if bonuses are excluded fr

    By Guest M.L. Martin, October 25, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • October 30, 2001

36. Definition of an officer

    By Guest Pat Metallic, October 25, 2001
    • 5 replies
    • 13.5k views
    • 
    • david rigby
    • October 27, 2001

37. Safe Harbor "Switcheroo"

    By lkpittman, October 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • October 25, 2001

38. SIMPLE Plan Match True UP

    By Guest JEP, October 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 25, 2001

39. Catch-up Guidance

    By Guest T-BONE, October 25, 2001
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • October 26, 2001

40. Implementing a safe harbor 401(k) plan in a union environment

    By Guest AngelB, October 24, 2001
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 25, 2001

41. transfering $ from 401 plan to charitable organization

    By Guest AHollister, October 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2001

42. ASPA Bound

    By Tom Poje, October 24, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2001

43. Top Heavy Plan no contributions on behalf on Key EE's

    By Guest ROB VIDOVICH, October 23, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2001

44. Addition of 401k Safe Harbor to existing profit sharing language.

    By Guest Bucker, October 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 24, 2001

45. Suspensions and Catch-up Contributions

    By MWeddell, October 23, 2001
    • 3 replies
    • 2k views
    • 
    • MGB
    • October 24, 2001

46. Corporate Trustees

    By Guest JEP, October 23, 2001
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • October 24, 2001

47. Vesting service when predecessor plan exists

    By Guest JoeActuary, October 23, 2001
    • 4 replies
    • 3.5k views
    • 
    • QDROphile
    • October 25, 2001

48. In-service withdrawal

    By Guest KimAnn, October 23, 2001
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 23, 2001

49. historical records

    By Guest HRrep, October 23, 2001
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • October 24, 2001

50. Age 50 Catch Up-proposed regulations

    By Michael Devault, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • October 23, 2001