401(k) Plans

19,403 topics in this forum

1. Safe Harbor match and compensation

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

2. 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

3. Change of entry point

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

4. Mistaken matching contribution

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

5. 415 Refunds and Excise Tax

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

6. 401K shalter?

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

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

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

8. Rights to Plan documents

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

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

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

10. Way too long for Withdrawal Check?

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

11. canadian rollover

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

12. a question on marketing

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

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

    By Guest jpersa, December 17, 2001
    • 3 replies
    • 2k views
    • 
    • AndyH
    • December 17, 2001

14. 402 (g) Deferral Limit History

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

15. Spousal consent for Beneficiary Designation

    By preErisa, February 13, 2001
    • 13 replies
    • 12.3k views
    • 
    • Guest
    • December 15, 2001

16. Safe Harbor Notice Deadlines for various situations

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

17. W-2 Pension Box

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

18. 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

19. international 401k advisor?

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

20. Safe Harbor Question

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

21. 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

22. 414(s) Compensation and 401(k) Plans

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

23. 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

24. 2002 Inflation Adjusted Amounts Set Yet?

    By Alf, November 30, 2001
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • December 13, 2001

25. Revocation of Safe Harbor Match Contribution

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

26. Hardship distribution

    By Guest cbcadmin, December 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

27. Safe Harbor Multiple Employer Plan

    By Guest RAA, December 12, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 12, 2001

28. Rollovers under EGTRRA

    By k man, December 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • k man
    • December 12, 2001

29. Plan Administrator Communication Responsibilities

    By Guest Marcy L, December 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • Larry M
    • December 11, 2001

30. Safe harbor term and SIMPLE 401-k establishment

    By Guest pensionadmin, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 11, 2001

31. 402(f) Notice

    By Guest L, July 19, 1999
    • 7 replies
    • 2.3k views
    • 
    • Alf
    • December 11, 2001

32. US Virgin Islands Controlled group subsidiary of US parent

    By Guest Jose Rosario, December 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2001

33. PP-Hold the A

    By Guest Lear, December 9, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2001

34. Can a one person employer (no employees) set up a Safe Harbor 401(k) P

    By Guest Kathleen Fouquet, December 6, 2001
    • 6 replies
    • 2k views
    • 
    • Belgarath
    • December 7, 2001

35. New Section 404 Rules

    By Guest BCoffey, December 6, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 2001

36. Requirement of Excess Deferral distributed from deferral source?

    By Guest andmik, February 28, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • December 7, 2001

37. 401(k)

    By Guest episarci, December 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 7, 2001

38. Hardship withdrawals under EGTERRA

    By Guest Asvedlow, December 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • December 7, 2001

39. HCE calculation following a merger

    By Guest Hadden2001, December 6, 2001
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 7, 2001

40. Loan Default???

    By Guest CHRISTA, December 6, 2001
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • December 6, 2001

41. Safe Harbor Contribution

    By Guest mich823, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

42. Non-conforming states

    By Larry M, December 5, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 6, 2001

43. Forfeitures used to offset Participant Contributions?

    By Guest Vonnie RB, December 5, 2001
    • 8 replies
    • 3.3k views
    • 
    • QDROphile
    • December 6, 2001

44. Massachusetts (!) thinking of regulating employer stock in 401(k) plan

    By Dave Baker, December 5, 2001
    • 6 replies
    • 2.1k views
    • 
    • Steve72
    • December 6, 2001

45. Forfeitures in Profit Sharing Plan

    By Guest Amy Harle, December 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 6, 2001

46. 401(k) fees

    By Guest cathie giebel, December 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • December 6, 2001

47. New Safe Harbor 401(k) Plan

    By imchipbrown, December 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 5, 2001

48. If a safe habor plan (match method) offers catch-up contributions is i

    By Guest PJW, December 4, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 4, 2001

49. 401K contributions cut off due to $10,500 limit but not restarted in n

    By Guest netadmin, November 28, 2001
    • 12 replies
    • 3.7k views
    • 
    • Guest
    • December 4, 2001

50. Eligibility

    By Guest Sara H, December 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • December 4, 2001