401(k) Plans

19,332 topics in this forum

1. safe harbor and top heavy

   By FJR, October 4, 2001
   • 3 replies
   • 2k views
   • 
   • Tom Poje
   • October 5, 2001

2. Money Purchase funding for short year

   By Guest Diana Hill, October 4, 2001
   • 3 replies
   • 1.5k views
   • 
   • KJohnson
   • October 5, 2001

3. Private Revenue Rulings-Roth Recharacterizations

   By Guest rahn46, October 4, 2001
   • 1 reply
   • 1.3k views
   • 
   • GBurns
   • October 4, 2001

4. Lost Participants

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

5. EGTRRA impact on compensation limit

   By Guest Ralph, October 3, 2001
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • October 4, 2001

6. Confidentiality of Retirement Benefits

   By Guest Ella, October 3, 2001
   • 8 replies
   • 5k views
   • 
   • Kirk Maldonado
   • October 5, 2001

7. Auditors please help -audit of previously unaudited plan

   By Guest LisaPA, October 3, 2001
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • October 5, 2001

8. QNECs and FICA

   By Guest 91smithie, October 2, 2001
   • 1 reply
   • 2.1k views
   • 
   • Alan Simpson
   • October 2, 2001

9. Former member of multiple-employer plan

   By Brenda Wren, October 1, 2001
   • 8 replies
   • 2.2k views
   • 
   • GBurns
   • October 4, 2001

10. Controlled groups

    By Guest lforesz, September 28, 2001
    • 1 reply
    • 2k views
    • 
    • Bob R
    • October 1, 2001

11. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 1, 2001

12. post death distributions

    By k man, September 28, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • September 28, 2001

13. Employer Contribution Made in Error

    By Guest LisaPA, September 28, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • September 28, 2001

14. plan loan

    By stevena, September 27, 2001
    • 7 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • October 1, 2001

15. 401k Loans and Bankruptcy

    By Guest Una M, September 27, 2001
    • 12 replies
    • 7.2k views
    • 
    • Guest
    • October 3, 2001

16. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered, September 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • September 27, 2001

17. Safe Harbor Matching Contributions

    By Guest sammy, September 27, 2001
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 27, 2001

18. Retroactive Amendment Making Mandatory Match Discretionary Match

    By Guest 91smithie, September 27, 2001
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • September 27, 2001

19. 401(k) Plan & SIMPLE IRA

    By Guest MJM, September 26, 2001
    • 4 replies
    • 1.9k views
    • 
    • MJ Hartman
    • September 27, 2001

20. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • September 26, 2001

21. Std plan -- immediate eligiblity for full timers, but not interns?

    By R. Butler, September 26, 2001
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • September 27, 2001

22. Audit Requirements

    By Guest lforesz, September 26, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • October 5, 2001

23. EGTRRA impact on coordination of deferrals

    By Guest Ralph, September 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2001

24. Plan sponsor cannot be located - now what?

    By John A, September 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • September 26, 2001

25. How many lives should an administrator handle?

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

26. After Tax $ Source

    By Guest JimJ, September 26, 2001
    • 4 replies
    • 1.9k views
    • 
    • Disco Stu
    • September 28, 2001

27. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Jim Chad
    • September 25, 2001

28. New Governmental 401(k) (Yes, it's true . . . )

    By lkpittman, September 24, 2001
    • 3 replies
    • 1.6k views
    • 
    • davef
    • September 27, 2001

29. Contingent safe harbor language

    By Guest erisa.com, September 24, 2001
    • 1 reply
    • 2.3k views
    • 
    • Bob R
    • October 1, 2001

30. personal rate of return

    By Guest 401k guru, September 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • September 24, 2001

31. USERRA and Profit Sharing Plans

    By LCARUSI, September 24, 2001
    • 1 reply
    • 2.4k views
    • 
    • Everett Moreland
    • September 24, 2001

32. EGTRRA vesting change with collective bargaining

    By Guest Ella, September 21, 2001
    • 1 reply
    • 2k views
    • 
    • MGB
    • September 21, 2001

33. Safe Harbor with Integration?

    By Guest C.R. Gravitt, September 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 24, 2001

34. Catch-Up Contributions on W-2

    By Guest Paul Hinderegger, September 21, 2001
    • 1 reply
    • 2k views
    • 
    • MGB
    • September 21, 2001

35. Interim Valuations and Discrimination

    By KJohnson, September 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 24, 2001

36. 401K to IRA - still not rolled over!

    By Guest jperkins98, September 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • September 21, 2001

37. Vesting issue re fix for blown safe harbor 401(k)

    By chris, September 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • chris
    • September 20, 2001

38. Eligible for Loan?

    By Guest BJW, September 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 20, 2001

39. Plan entry of employees when Predecessor Employer Service is counted.

    By Guest Sara H, September 20, 2001
    • 3 replies
    • 2.8k views
    • 
    • RCK
    • September 27, 2001

40. 401k Deposits Not Made and Company Has No Money

    By Guest needhelp, September 20, 2001
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • September 20, 2001

41. 401k Trustee

    By Guest pon66, September 20, 2001
    • 8 replies
    • 5.6k views
    • 
    • Guest
    • September 24, 2001

42. 410(b)

    By Guest NFried, September 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 19, 2001

43. Defaulted Loans

    By Guest CGBS, September 19, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 27, 2001

44. 401(k) and SEP

    By R. Butler, September 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • September 20, 2001

45. Former Key/Top Heavy/EGTRRA

    By Brenda Wren, September 19, 2001
    • 7 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 20, 2001

46. 401K Pension Freezing/Blackout Period

    By Guest Robert Tate, September 19, 2001
    • 10 replies
    • 7k views
    • 
    • Guest
    • February 15, 2002

47. Distribution upon Disposition of Assets - mandatory or optional?

    By Guest LMalone, September 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • September 18, 2001

48. Military leave- 401k loan repayments

    By Guest CMC9, September 17, 2001
    • 1 reply
    • 2.4k views
    • 
    • R. Butler
    • September 18, 2001

49. 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

50. Correction effects on tests for later years.

    By Guest tweber, September 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 17, 2001