401(k) Plans

19,298 topics in this forum

1. SIMPLE Plan Match True UP

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

2. 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

3. 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

4. Corporate Trustees

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

5. historical records

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

6. transfering $ from 401 plan to charitable organization

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

7. Suspensions and Catch-up Contributions

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

8. 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

9. Merger of MPPP into PS plan and GUST amendments

   By Guest Diane DuFresne, September 17, 2001
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • October 23, 2001

10. In-service withdrawal

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

11. Changing match formula mid-plan year

    By Guest Kelly Igel, October 8, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 2001

12. Age 50 Catch Up-proposed regulations

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

13. Investment - Question

    By Erik Read, October 22, 2001
    • 0 replies
    • 1.3k views
    • 
    • Erik Read
    • October 22, 2001

14. Discrimination Testing

    By Guest gerry326, October 19, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • October 22, 2001

15. Fiduciary Responsibility of 401k sponsors?

    By Guest panzermanpanzerman, October 16, 2001
    • 3 replies
    • 1.9k views
    • 
    • Jon Chambers
    • October 19, 2001

16. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

17. How many lives should an administrator handle?

    By Guest soup, September 26, 2001
    • 16 replies
    • 4.3k views
    • 
    • Erik Read
    • October 19, 2001

18. Prohibited Transaction?

    By Guest reyeps, October 10, 2001
    • 2 replies
    • 1.8k views
    • 
    • Erik Read
    • October 19, 2001

19. Loans

    By k man, October 18, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2001

20. Closing DB Plan; Prohibited Transaction?

    By Guest halka, October 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2001

21. 5500 filed without audit report

    By k man, October 18, 2001
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • October 19, 2001

22. Mandatory Victims Restitution Act "MVRA" of 1996

    By Guest Tim Breedlove, October 19, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 19, 2001

23. Can US employees of a US company who have been transfered to the UK co

    By Guest kstorch, August 10, 2000
    • 28 replies
    • 20.1k views
    • 
    • Guest
    • October 19, 2001

24. Compensation - Pro rating or pre-effective date

    By PMC, October 18, 2001
    • 4 replies
    • 2.2k views
    • 
    • Medusa
    • October 18, 2001

25. 401k beneficiary New Marriage

    By Guest denalilarry, October 16, 2001
    • 3 replies
    • 2.7k views
    • 
    • QDROphile
    • October 18, 2001

26. Forfeituref Co Contributions

    By Guest kirk, October 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • October 18, 2001

27. 401K early withdrawal

    By Guest Carl C, October 18, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2001

28. Merging MP Plan into PS Plan - full vesting required?

    By Guest Richard Scheer, October 16, 2001
    • 3 replies
    • 1.7k views
    • 
    • Dave Baker
    • October 18, 2001

29. 401K Distribution after Employment

    By Guest salford, October 16, 2001
    • 10 replies
    • 2.8k views
    • 
    • jpod
    • October 17, 2001

30. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

31. EGTRRA: Catch-up Contrib Eligibility

    By Guest cole stevenson, July 6, 2001
    • 22 replies
    • 4.7k views
    • 
    • MGB
    • October 17, 2001

32. LLC Owner and 125/401K

    By Guest Pfingst, October 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 17, 2001

33. Completing Form 5330 for Late Deferrals

    By Guest KAGrist, October 15, 2001
    • 2 replies
    • 2.8k views
    • 
    • KJohnson
    • October 16, 2001

34. Schedule Q to Form 5300

    By Guest hank, October 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2001

35. beneficiary-401k plan

    By Guest wolf, October 16, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 16, 2001

36. non locatable ees

    By Guest rslagle224, October 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 15, 2001

37. Lost Participants

    By Guest Thornton, October 4, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • October 14, 2001

38. Effect on Rem Amend Period when amending prototype

    By Guest Ruth Glaser, October 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2001

39. Trading of Employer Stock Suspended

    By Guest halka, October 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 12, 2001

40. Late reporting of Form 5500 Schedule SSA Participants

    By Guest William Zakowski, October 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • October 12, 2001

41. Need list of new rules applicable to 401(k) plans in 2002

    By Guest pentex, October 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • October 12, 2001

42. Audit Requirements-Deferred Annunity and Momentum

    By Guest d reardon, October 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 12, 2001

43. Group Trusts

    By Guest vrp, October 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • October 11, 2001

44. Designating Beneficiary

    By Guest AdminFL, October 10, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2001

45. Comparable Plan

    By PMC, October 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • PMC
    • October 11, 2001

46. When does top-heavy minimum contribution have to be deposited?

    By KateSmithPA, August 3, 2001
    • 14 replies
    • 7.4k views
    • 
    • John A
    • October 11, 2001

47. Required match - due date? consequences of missing due date?

    By John A, October 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • October 11, 2001

48. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • October 11, 2001

49. Does anyone know where I can get an example of how to compute the 5330

    By Guest Phil L., October 5, 2000
    • 10 replies
    • 3.2k views
    • 
    • k man
    • October 10, 2001

50. Can I move my 401K?

    By Guest Carl C, October 9, 2001
    • 6 replies
    • 2.3k views
    • 
    • MGB
    • October 10, 2001