401(k) Plans

19,317 topics in this forum

1. 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

2. Retroactive Amendment Making Mandatory Match Discretionary Match

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

3. 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

4. EGTRRA - contributions to K-plans

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

5. EGTRRA impact on coordination of deferrals

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

6. Plan sponsor cannot be located - now what?

   By John A, September 26, 2001
   • 0 replies
   • 1.3k views
   • 
   • John A
   • September 26, 2001

7. ADP/ACP Testing - Correction

   By Guest ANNEBV, September 23, 1999
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • September 26, 2001

8. Removing annuity options from 401(K)

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

9. USERRA and Profit Sharing Plans

   By LCARUSI, September 24, 2001
   • 1 reply
   • 2.3k views
   • 
   • Everett Moreland
   • September 24, 2001

10. 401k Trustee

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

11. personal rate of return

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

12. Interim Valuations and Discrimination

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

13. Safe Harbor with Integration?

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

14. Catch-Up Contributions on W-2

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

15. EGTRRA vesting change with collective bargaining

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

16. 401K to IRA - still not rolled over!

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

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

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

18. Eligible for Loan?

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

19. 401k Deposits Not Made and Company Has No Money

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

20. 401(k) and SEP

    By R. Butler, September 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 20, 2001

21. Taking over a Plan with excess contributions

    By Guest tbt, September 17, 2001
    • 8 replies
    • 2k views
    • 
    • Guest
    • September 20, 2001

22. Former Key/Top Heavy/EGTRRA

    By Brenda Wren, September 19, 2001
    • 7 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 20, 2001

23. 410(b)

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

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

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

25. Military leave- 401k loan repayments

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

26. Correction effects on tests for later years.

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

27. When the Market Opens....

    By Guest gsl, September 14, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 17, 2001

28. First Year Safe Harbor 401(k)

    By Guest KB, September 14, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2001

29. self-employed er's opening 401(k)

    By Guest M.N. Ouellette, September 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2001

30. Use of Discretionary Match in safe harbor 401(k)

    By chris, September 13, 2001
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 14, 2001

31. Vesting for Transferred Employees

    By Guest GG, February 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2001

32. How aggressive is this? ACP testing

    By imchipbrown, September 6, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 14, 2001

33. Adoption of safe Harbor 401(k)

    By Guest BHS, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 13, 2001

34. ACP Test

    By Guest JEP, September 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • September 13, 2001

35. 401(k) company contributions

    By Guest Jacqueline Armagost, September 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 12, 2001

36. Can a group of realtors have a 401k?

    By Guest Amy Keen, September 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • lkpittman
    • September 12, 2001

37. Match Reverse Deferals

    By Guest James Osterhaus, September 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 12, 2001

38. Fidelity Bond Requirement

    By Guest James Osterhaus, September 6, 2001
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • September 12, 2001

39. Unanticipated 401K Fees

    By Guest chuck53, September 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 11, 2001

40. NUA - Employer Securities in a BEAR Market

    By Guest Richard Plant, September 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 11, 2001

41. SEPs

    By Earl, September 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • September 11, 2001

42. Must Employer's Notify Former Employees When they Change 401(k) Admini

    By Guest jeaniec, August 21, 2001
    • 9 replies
    • 12.7k views
    • 
    • Guest
    • September 10, 2001

43. Safe Harbor Plan - Compensation

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

44. 401(k) Plan Fees

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

45. 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

46. Rollover Question

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

47. Beneficiary

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

48. 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

49. Newly established safe harbor 401(k) plan

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

50. Participant paid out before return of excess deferrals

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