401(k) Plans

19,378 topics in this forum

1. Pre-year end salary deferral issue

   By chris, December 28, 2001
   • 11 replies
   • 2.3k views
   • 
   • Jon Chambers
   • January 2, 2002

2. Self-directed Brokerage Option

   By Guest Hunter, November 4, 1998
   • 15 replies
   • 5.8k views
   • 
   • Jon Chambers
   • January 2, 2002

3. List of Advantages, Disadvantages of Daily

   By Guest FREE401k, December 31, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 31, 2001

4. Waiver of 30-day notice and the new tax notice

   By Guest beppie_stark, December 31, 2001
   • 0 replies
   • 10.4k views
   • 
   • Guest
   • December 31, 2001

5. Can CPA audit fees be paid from the plan's assets if the plan sponsor

   By Guest Lisa Flagg, November 8, 2000
   • 11 replies
   • 3.6k views
   • 
   • Guest
   • December 31, 2001

6. Prohibited Transaction

   By Guest Thornton, December 26, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • December 31, 2001

7. U.S. Citizen with Foreign Source Income Wants to Participate in 401(k)

   By Guest 91smithie, December 28, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • December 28, 2001

8. Inaccessible vested 401(k) assets

   By Guest jkopp, December 28, 2001
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • December 28, 2001

9. 3% Non-Elective Safe Harbor Contribution and Re-Hired E/ee

   By chris, December 28, 2001
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • December 28, 2001

10. Can a plan administrator legally make changes to an employee's deferra

    By Guest lkramer, December 27, 2001
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • December 27, 2001

11. Safe Harbor Contributions to Non-Existent Plan

    By Guest PJW, December 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2001

12. safe harbor - last day/1000 hour requirement

    By smm, December 25, 2001
    • 4 replies
    • 6k views
    • 
    • Richard Anderson
    • December 26, 2001

13. Catch-Up Contribution/Off-calendar Year Plan

    By BFree, December 12, 2001
    • 9 replies
    • 2.8k views
    • 
    • John A
    • December 26, 2001

14. Marriage by proxy - "spouse" required as beneficiary??

    By Guest Sara H, December 21, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 2001

15. TPA Going out of Business

    By Guest Admin, December 21, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • December 22, 2001

16. 404 limit with 2 plan years

    By Jim Chad, December 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • December 22, 2001

17. QES - employer stock concentration levels change with market fluctuati

    By fidu, December 6, 2001
    • 2 replies
    • 2k views
    • 
    • RLL
    • December 21, 2001

18. Eligible Compensation for 15% Limit

    By Guest kcousin, December 17, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2001

19. Change in plan year.

    By SMB, December 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • December 21, 2001

20. PEO 401(k) Provisions

    By bzorc, December 18, 2001
    • 5 replies
    • 2.5k views
    • 
    • GBurns
    • December 21, 2001

21. 415 Excess and compensation definition

    By stephen, November 28, 2001
    • 3 replies
    • 3.2k views
    • 
    • stephen
    • December 21, 2001

22. delayed transfer of 401(k) plan assets

    By chris, December 18, 2001
    • 5 replies
    • 1.6k views
    • 
    • Fredman
    • December 20, 2001

23. dual eligibility and top heavy

    By Guest richard j. decock, December 18, 2001
    • 4 replies
    • 2.8k views
    • 
    • Tom Poje
    • December 20, 2001

24. Protected benefit for timing of distribution?

    By Richard Anderson, December 13, 2001
    • 6 replies
    • 3k views
    • 
    • QDROphile
    • December 19, 2001

25. Plan Expenses

    By Guest Hadden2001, December 17, 2001
    • 10 replies
    • 2.6k views
    • 
    • QDROphile
    • December 19, 2001

26. Safe Harbor match and compensation

    By Guest Frankie32, December 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • December 19, 2001

27. Testing a controlled group with a Safe Harbor and non-Safe Harbor 4k P

    By Guest Joe Vasko, December 19, 2001
    • 5 replies
    • 5.5k views
    • 
    • jaemmons
    • December 19, 2001

28. Change of entry point

    By Guest Looser, December 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2001

29. Mistaken matching contribution

    By eilano, December 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • December 19, 2001

30. 415 Refunds and Excise Tax

    By Guest CHRISTA, December 18, 2001
    • 3 replies
    • 2.8k views
    • 
    • jaemmons
    • December 19, 2001

31. 401K shalter?

    By Guest pinocchio, December 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • December 19, 2001

32. Can LLC members participate in PEO's 401k plan?

    By Guest wwcpa, December 14, 2001
    • 1 reply
    • 3.2k views
    • 
    • GBurns
    • December 19, 2001

33. Rights to Plan documents

    By Gary, April 13, 2000
    • 13 replies
    • 2.2k views
    • 
    • AndyH
    • December 18, 2001

34. New Rollovers: IRA, 403(b) etc.

    By Guest Sehrl, December 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 18, 2001

35. Way too long for Withdrawal Check?

    By Guest planadmin101, December 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 17, 2001

36. canadian rollover

    By MR, December 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 17, 2001

37. a question on marketing

    By Guest advisorpage, December 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2001

38. Safe harbor 401(k) "eligible employees"

    By Guest jpersa, December 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 17, 2001

39. 402 (g) Deferral Limit History

    By Guest frankbrewer, December 16, 2001
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • December 17, 2001

40. Spousal consent for Beneficiary Designation

    By preErisa, February 13, 2001
    • 13 replies
    • 11.8k views
    • 
    • Guest
    • December 15, 2001

41. Safe Harbor Notice Deadlines for various situations

    By Guest Kelly Igel, December 14, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 14, 2001

42. W-2 Pension Box

    By JanetM, December 14, 2001
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • December 14, 2001

43. Joe works for two unrelated employers in 2002, can he defer $11,000 in

    By maverick, December 13, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 2001

44. international 401k advisor?

    By Guest pinocchio, December 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2001

45. Safe Harbor Question

    By Guest CHRISTA, December 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 14, 2001

46. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 14, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2001

47. 414(s) Compensation and 401(k) Plans

    By Tom Poje, May 26, 1999
    • 13 replies
    • 8.7k views
    • 
    • AndyH
    • December 13, 2001

48. Sole Prop. sponsoring a 401(k) plan in 2002.

    By Guest Joe Vasko, December 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • rocknrolls2
    • December 13, 2001

49. 2002 Inflation Adjusted Amounts Set Yet?

    By Alf, November 30, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 13, 2001

50. Revocation of Safe Harbor Match Contribution

    By Guest ELS, December 12, 2001
    • 1 reply
    • 2.1k views
    • 
    • R. Butler
    • December 12, 2001