401(k) Plans

19,489 topics in this forum

1. Statutory Employees

   By Guest Giovanni, January 21, 2002
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • January 21, 2002

2. 401(k) receivable contributions and the ADP test

   By Guest dubya, January 21, 2002
   • 1 reply
   • 3.6k views
   • 
   • Tom Poje
   • January 21, 2002

3. Few HCEs, A thousand NHCEs

   By Guest LLandau, January 18, 2002
   • 5 replies
   • 2k views
   • 
   • Guest
   • January 21, 2002

4. Simple 401K rollover to 401k

   By Guest cbcadmin, January 17, 2002
   • 5 replies
   • 2.3k views
   • 
   • MJ Hartman
   • January 21, 2002

5. Documentation for rollover acceptance

   By Guest beppie_stark, December 31, 2001
   • 2 replies
   • 2k views
   • 
   • BFree
   • January 18, 2002

6. 401(k) Plans

   By Guest DUKE C, January 17, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • January 18, 2002

7. Formulas for determining annual profit sharing contributions

   By LCARUSI, January 18, 2002
   • 0 replies
   • 1.6k views
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   • LCARUSI
   • January 18, 2002

8. Catch-up contributions and QSLOB's

   By Guest tom mathews, December 11, 2001
   • 7 replies
   • 2.1k views
   • 
   • jaemmons
   • January 18, 2002

9. Form 5310

   By Guest kmbrown, January 16, 2002
   • 2 replies
   • 1.7k views
   • 
   • Medusa
   • January 18, 2002

10. ACP and 414(s)

    By Guest Amy Erlbacher Anderson, July 26, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2002

11. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2002

12. Loan provision with c-corp law firm

    By Guest S FISCHER, January 16, 2002
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • January 16, 2002

13. 410(b)-6f Failure

    By Guest PORTE, January 15, 2002
    • 3 replies
    • 2k views
    • 
    • Richard Anderson
    • January 16, 2002

14. TIME SENSITIVE- Do the PARTY IN INTEREST provisions under ERISA have a

    By fidu, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • January 16, 2002

15. Merging a Money Purchase

    By FJR, January 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • January 16, 2002

16. Semi Urgent - When Is A Custodian Not A Fiduciary???

    By fidu, January 10, 2002
    • 23 replies
    • 14k views
    • 
    • MoJo
    • January 16, 2002

17. Catch-up: Non-calendar year plan

    By smm, January 14, 2002
    • 3 replies
    • 2k views
    • 
    • John A
    • January 15, 2002

18. Spouse absent for 25 years -- consent still needed?

    By Guest lori_eriksen, January 12, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 15, 2002

19. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.6k views
    • 
    • J2D2
    • January 12, 2002

20. Catch up Election and Reporting

    By Guest wolfman, January 10, 2002
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 11, 2002

21. Existing P/S with Coda and Match Provision. Plan Fails ADP/ACP Refund

    By Guest ROB VIDOVICH, January 11, 2002
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 11, 2002

22. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 11, 2002

23. Existing P/S Plan With CODA adopting Safe Harbor Provisions

    By Guest ROB VIDOVICH, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • John A
    • January 10, 2002

24. Safe Harbor and Multiple employers

    By Guest cbcadmin, January 10, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2002

25. Lower Safe Harbor for a HCE?

    By Guest Thornton, January 10, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2002

26. Form 945

    By Guest ANNEBV, January 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • pmacduff
    • January 10, 2002

27. Limitation years

    By Guest jim williams, January 10, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • January 10, 2002

28. New 2002 Vesting schedule

    By Guest Michael Anderson, January 7, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 10, 2002

29. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg, January 9, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 10, 2002

30. Safe Harbor and Top-Heavy after EGTRRA

    By Guest Samwise, January 9, 2002
    • 2 replies
    • 2k views
    • 
    • AndyH
    • January 10, 2002

31. Non-Calendar Year Safe Harbor 401(k) Plan

    By Guest s.c.semler, January 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • January 9, 2002

32. Frequency of investment choice changes.

    By Guest JPAdmin, January 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • January 9, 2002

33. 401K Employer holding their contribution till End of Year...

    By Guest Karla M, January 8, 2002
    • 14 replies
    • 15.8k views
    • 
    • Kirk Maldonado
    • January 9, 2002

34. Plan sponsor's bankruptcy results in full vesting for all participants

    By Guest Furry, January 9, 2002
    • 3 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • January 9, 2002

35. Pre-funding a forfeitures account!

    By Guest JPAdmin, January 3, 2002
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 9, 2002

36. deferring unused medical FSA to a 401(k)

    By Guest MES, January 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 9, 2002

37. Different deferral limit for HCE?

    By Guest wallacea, January 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • January 9, 2002

38. Catch-up contributions

    By k man, January 9, 2002
    • 2 replies
    • 1.8k views
    • 
    • k man
    • January 9, 2002

39. Vesting

    By k man, January 9, 2002
    • 5 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 9, 2002

40. Employer doesn't want to let Rehire on plan immediately.

    By Guest Sara H, January 7, 2002
    • 16 replies
    • 2.7k views
    • 
    • KJohnson
    • January 9, 2002

41. Mid-year plan termination; pro rata adjustment to compensation limit n

    By Guest JasonElliott, January 9, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 9, 2002

42. MPP Merger/Termination

    By Guest Tara Curran, January 8, 2002
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • January 8, 2002

43. Safe Harbor & Severance Pay

    By Guest CHRISTA, January 7, 2002
    • 1 reply
    • 2.4k views
    • 
    • Erik Read
    • January 8, 2002

44. Hardship withdrawal for construction of primary residence

    By Guest tlarson, January 4, 2002
    • 3 replies
    • 8.2k views
    • 
    • Erik Read
    • January 8, 2002

45. PLan year higher defrral limits apply to.

    By Guest Thornton, January 6, 2002
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • January 8, 2002

46. Employer Required Contributions in Simple 401K

    By Guest dondajean, January 8, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 8, 2002

47. Margin purchases and short sales.

    By Guest Thornton, January 3, 2002
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • January 8, 2002

48. Open Enrollment.

    By Guest Thornton, January 7, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 7, 2002

49. Freezing/terminating a money-purchase plan; timing and penalties

    By Guest Gerritsen, February 12, 2001
    • 12 replies
    • 7.2k views
    • 
    • Guest
    • January 7, 2002

50. Safe Harbor 401(k) - Amend Profit Sharing Plan for 2002

    By MarZDoates, January 3, 2002
    • 5 replies
    • 2k views
    • 
    • MarZDoates
    • January 7, 2002