401(k) Plans

19,275 topics in this forum

1. Safe Harbor Plan - Compensation

   By Guest Ronin, September 10, 2001
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • September 10, 2001

2. 401(k) Plan Fees

   By Guest catdamico, September 6, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 10, 2001

3. Waiver of interest and/or penalties for an amended return due to a fai

   By Guest whistler, September 9, 2001
   • 1 reply
   • 1.4k views
   • 
   • Brenda Wren
   • September 9, 2001

4. Rollover Question

   By Scott, September 7, 2001
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • September 7, 2001

5. Beneficiary

   By Guest Earl Anthony, September 7, 2001
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • September 7, 2001

6. 401(k) plans with different plan years? Why? How would ADP test be do

   By John A, September 7, 2001
   • 3 replies
   • 2.5k views
   • 
   • Tom Poje
   • September 7, 2001

7. Newly established safe harbor 401(k) plan

   By R. Butler, September 7, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 7, 2001

8. Participant paid out before return of excess deferrals

   By Guest moorhan, September 7, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • September 7, 2001

9. controlled group with different matching formulas and investment optio

   By Guest ehayes, September 6, 2001
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • September 6, 2001

10. May proposed GUST restatements be submitted for determination letters?

    By Guest Bud, September 4, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 6, 2001

11. Matching Contributions and 410(b).

    By Guest Thornton, September 4, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

12. Does the incidental benefit rule for life insurance apply to elective

    By Guest John Nelson, October 27, 2000
    • 3 replies
    • 2.3k views
    • 
    • Richard Anderson
    • September 6, 2001

13. Issues when other DC plan has a different plan year?

    By John A, September 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 6, 2001

14. Adoption of Safe Harbor 401(k) and 98-52 Notice Requirement

    By chris, September 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 6, 2001

15. Integrated Profit Sharing Contribution Formula in addition to safe har

    By Guest Gibson, September 5, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

16. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

17. Late Contributions

    By Guest moorhan, September 5, 2001
    • 8 replies
    • 2.7k views
    • 
    • R. Butler
    • September 5, 2001

18. SIMPLE IRA and 401(k)

    By Guest szaidman, September 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • MJ Hartman
    • September 5, 2001

19. Late 401(k) Contributions and the applicable rate of interest

    By Guest MEGary, September 5, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 5, 2001

20. Withdrawing company stock from 401(k) plans

    By Guest DMR, September 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2001

21. Multiple Contribution Formulas within a Single Plan

    By Guest Ralph, September 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2001

22. 401(k) Maintained by LLC

    By chris, September 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • September 5, 2001

23. Non-Standardized Safeharbor plan

    By Guest halencourt, September 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • September 5, 2001

24. Dealing w/ back-end loads....

    By Guest halka, September 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2001

25. New guidance: hardship and top-heavy

    By MGB, August 31, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 4, 2001

26. Puerto Rican Plans

    By Guest Admin, September 3, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 4, 2001

27. Plan adminstrators

    By Guest halencourt, September 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2001

28. Safe harbor design

    By Guest Christie Banks, August 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 31, 2001

29. qualified plan with only one named employee

    By Guest Diane DuFresne, August 30, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

30. Partnership fee deductions

    By PJaeger, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • PJaeger
    • August 30, 2001

31. terminating c corp

    By Guest S FISCHER, August 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • August 30, 2001

32. Death & Taxes - Spouse Beneficiary wants to roll to her K plan!

    By Guest JimJ, August 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • August 30, 2001

33. Bottom-up QNEC

    By Guest PAL100759, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • August 30, 2001

34. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 30, 2001

35. GUST Fees

    By Guest Frank Jackson, August 29, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

36. Tax Issues for Return of Excess Deferrals

    By Guest Dan Simonds, August 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

37. 401k strain

    By Guest PJS, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 30, 2001

38. Payment of plan expenses

    By Richard Anderson, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • August 30, 2001

39. Form of contribution to safe harbor 401(k)

    By Medusa, August 10, 2001
    • 4 replies
    • 3k views
    • 
    • Medusa
    • August 30, 2001

40. prohibited transaction

    By MR, August 24, 2001
    • 7 replies
    • 1.9k views
    • 
    • Jim Chad
    • August 29, 2001

41. Yet Another Negative Election Question

    By card, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • card
    • August 29, 2001

42. Association Plan

    By Guest brstokes, August 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2001

43. Form 5330 and Late Contributions

    By Guest moorhan, August 29, 2001
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • August 29, 2001

44. Plan fees

    By Guest Clain, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • August 29, 2001

45. Comingling (& no accounting for separate) sources?

    By John A, August 20, 2001
    • 10 replies
    • 2.2k views
    • 
    • R. Butler
    • August 29, 2001

46. Plan year amended to calendar year, after the calendar year started

    By Jean, August 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

47. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 29, 2001

48. 401(k)'s legal for family business?

    By Guest Eric Cernyar, August 23, 2001
    • 18 replies
    • 3k views
    • 
    • actuarysmith
    • August 29, 2001

49. Multiple Employer Plan

    By Guest Marjorie Rogers, August 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2001

50. eliminate a Money Purchase plan

    By FJR, August 2, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 28, 2001