401(k) Plans

19,516 topics in this forum

1. self-employed individuals and net earned income calculation

   By Guest MES, January 28, 2002
   • 1 reply
   • 1.7k views
   • 
   • Mary Kay Foss
   • January 29, 2002

2. 401K 'day trading'?

   By Guest simbarat, January 23, 2002
   • 30 replies
   • 17.2k views
   • 
   • Jon Chambers
   • January 29, 2002

3. 6406 - Notice to Interested Parties

   By Guest robinmingle, January 24, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • January 28, 2002

4. Key Employees - Officer Test

   By Guest CCarter, January 25, 2002
   • 1 reply
   • 2k views
   • 
   • Guest
   • January 28, 2002

5. Minimim Deferral contribution

   By Guest PRafferty, January 25, 2002
   • 4 replies
   • 2k views
   • 
   • jaemmons
   • January 28, 2002

6. Changing anniversary date

   By Guest Kelly Igel, January 28, 2002
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • January 28, 2002

7. Change in employee classification

   By Guest Tara Curran, January 23, 2002
   • 2 replies
   • 2k views
   • 
   • imchipbrown
   • January 25, 2002

8. Can you pick a dual eligibility date prior to inception of the Plan?

   By Guest UKH, January 25, 2002
   • 2 replies
   • 1.6k views
   • 
   • imchipbrown
   • January 25, 2002

9. Keogh into 401(k)

   By Guest dhoefer, January 24, 2002
   • 4 replies
   • 2.6k views
   • 
   • Bill Berke
   • January 25, 2002

10. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 25, 2002

11. Boxer/Corzine Bill: What effect will it have on your plans?

    By Guest panzermanpanzerman, January 15, 2002
    • 21 replies
    • 3.3k views
    • 
    • Bill Berke
    • January 25, 2002

12. Matching Contribution Formulae

    By imchipbrown, January 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • jaemmons
    • January 25, 2002

13. Plan Amendments

    By Guest cbuxton, January 22, 2002
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • January 25, 2002

14. ADP/ACP Test

    By Guest CCarter, January 23, 2002
    • 6 replies
    • 2.2k views
    • 
    • MWeddell
    • January 25, 2002

15. Cap on Deferrals for HCE in Plan Document?

    By lkpittman, January 23, 2002
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • January 24, 2002

16. Is it a plan termination or a takeover plan?

    By Guest Michael Anderson, January 9, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • January 24, 2002

17. Loans to owner-employees under EGTRRA

    By Brian Gallagher, January 23, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 24, 2002

18. different eligibility requirements for salaried vs. hourly

    By Guest Boilerburm, January 22, 2002
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • January 24, 2002

19. Negative Election

    By Guest worr, May 26, 1999
    • 11 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • January 24, 2002

20. Prohibited transaction/diversification

    By k man, January 17, 2002
    • 12 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • January 23, 2002

21. SECOND REQUEST - are there any comparable provisions under ERISA AND T

    By fidu, January 17, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2002

22. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

    By John A, January 10, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 22, 2002

23. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • January 22, 2002

24. Failure to notify employees of 401k plan's Entry Dates

    By Guest mmacer, January 22, 2002
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • January 22, 2002

25. current year testing versus prior year testing method

    By Guest Jane Freeman, January 9, 2002
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • January 22, 2002

26. Does an estate need to apply for a tax ID to receive a benefit?

    By MR, January 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 22, 2002

27. TPA Fees to be recovered

    By Guest MEGary, January 15, 2002
    • 7 replies
    • 2.6k views
    • 
    • John A
    • January 21, 2002

28. Statutory Employees

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

29. 401(k) receivable contributions and the ADP test

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

30. Few HCEs, A thousand NHCEs

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

31. Simple 401K rollover to 401k

    By Guest cbcadmin, January 17, 2002
    • 5 replies
    • 2.4k views
    • 
    • MJ Hartman
    • January 21, 2002

32. Documentation for rollover acceptance

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

33. 401(k) Plans

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

34. Formulas for determining annual profit sharing contributions

    By LCARUSI, January 18, 2002
    • 0 replies
    • 1.7k views
    • 
    • LCARUSI
    • January 18, 2002

35. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 2.2k views
    • 
    • jaemmons
    • January 18, 2002

36. Form 5310

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

37. ACP and 414(s)

    By Guest Amy Erlbacher Anderson, July 26, 1999
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 17, 2002

38. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 16, 2002

39. Loan provision with c-corp law firm

    By Guest S FISCHER, January 16, 2002
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • January 16, 2002

40. 410(b)-6f Failure

    By Guest PORTE, January 15, 2002
    • 3 replies
    • 2.1k views
    • 
    • Richard Anderson
    • January 16, 2002

41. 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

42. Merging a Money Purchase

    By FJR, January 16, 2002
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • January 16, 2002

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

    By fidu, January 10, 2002
    • 23 replies
    • 14.3k views
    • 
    • MoJo
    • January 16, 2002

44. Catch-up: Non-calendar year plan

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

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

    By Guest lori_eriksen, January 12, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 15, 2002

46. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.7k views
    • 
    • J2D2
    • January 12, 2002

47. Catch up Election and Reporting

    By Guest wolfman, January 10, 2002
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • January 11, 2002

48. 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

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

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

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

    By Guest ROB VIDOVICH, January 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • John A
    • January 10, 2002