401(k) Plans

19,319 topics in this forum

1. prohibited transaction

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

2. ADP/ACP Testing

   By Guest David_R, August 24, 2001
   • 1 reply
   • 2k views
   • 
   • Guest
   • August 27, 2001

3. Compensation Definition for Safe Harbor Plans

   By Guest kowen, August 24, 2001
   • 5 replies
   • 3.2k views
   • 
   • Belgarath
   • August 27, 2001

4. Top Heavy Plan

   By Guest CAP, August 23, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 23, 2001

5. 401K to IRA Direct Rollover Period

   By Guest MWM92111, August 23, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 23, 2001

6. 401(k)'s legal for family business?

   By Guest Eric Cernyar, August 23, 2001
   • 18 replies
   • 3.2k views
   • 
   • actuarysmith
   • August 29, 2001

7. 401k Hardship

   By Guest JimD, August 22, 2001
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • August 22, 2001

8. Diversifying out of employer stock

   By RCK, August 21, 2001
   • 1 reply
   • 1.5k views
   • 
   • BeckyMiller
   • August 27, 2001

9. Investment Advice- DOL

   By card, August 21, 2001
   • 0 replies
   • 1.4k views
   • 
   • card
   • August 21, 2001

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

    By Guest jeaniec, August 21, 2001
    • 9 replies
    • 12.8k views
    • 
    • Guest
    • September 10, 2001

11. Safe Harbor Design

    By mming, August 20, 2001
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 23, 2001

12. Multiple employer plan - what's with that?

    By SMB, August 20, 2001
    • 8 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • August 23, 2001

13. Controlled Group Testing

    By Guest moorhan, August 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 2001

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

    By John A, August 20, 2001
    • 10 replies
    • 2.3k views
    • 
    • R. Butler
    • August 29, 2001

15. Can plan provide the employer discretion as to timing of distribution?

    By EGB, August 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • August 17, 2001

16. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

17. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

18. SIMPLE 401k

    By Guest bubs, August 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

19. Hardship for Student Loan

    By Guest mrskelly2u, August 16, 2001
    • 2 replies
    • 2.1k views
    • 
    • Jon Chambers
    • August 18, 2001

20. 401K Hardship Withdrawls

    By Guest caddy1950, August 16, 2001
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • August 20, 2001

21. State Of The 401k Union

    By Guest saisson, August 15, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 15, 2001

22. 401k penalty provisions

    By Guest rwestrup, August 15, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • August 15, 2001

23. Company purchased. One or two discrimination tests?

    By KateSmithPA, August 15, 2001
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2001

24. Tax Issues for Return of Excess Deferrals

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

25. EGTRRA and off-calendar plan years

    By Guest T-BONE, August 14, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 16, 2001

26. Premature 401(k) Distributions

    By Guest Jim Rivin, August 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • August 14, 2001

27. loans- can't pay due to status change

    By Guest prowcite, August 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 14, 2001

28. RMD..what age with new chart?

    By stevena, August 14, 2001
    • 9 replies
    • 2k views
    • 
    • stevena
    • August 15, 2001

29. Reimburse Participants?

    By Guest pmcgroine, August 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 14, 2001

30. Mewa

    By Guest hturneri, August 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 13, 2001

31. New 5500 Filing instructions?

    By Guest AdminFL, August 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

32. 401(k) Maximum Contributions - 100%?

    By Guest Mariko, August 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 10, 2001

33. Controlled Group 401(k)

    By Guest W J Parks, August 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2001

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

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

35. Top heavy 401(k)-dual eligibility

    By Guest Dolores Lawrence, August 10, 2001
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • August 11, 2001

36. 401k city taxes

    By Guest youngal32, August 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • August 17, 2001

37. Count $0 comp EE's

    By Guest swiantj, August 9, 2001
    • 8 replies
    • 1.8k views
    • 
    • GBurns
    • August 10, 2001

38. Asset update

    By FJR, August 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • August 9, 2001

39. Cancelling a new loan

    By Guest msf, August 8, 2001
    • 2 replies
    • 2.8k views
    • 
    • pmacduff
    • August 9, 2001

40. Nonelective contribution allocated on points

    By Medusa, August 8, 2001
    • 0 replies
    • 1.5k views
    • 
    • Medusa
    • August 8, 2001

41. EGTRRA and ACP/ADP testing

    By Guest sampat, August 8, 2001
    • 20 replies
    • 2.9k views
    • 
    • Medusa
    • August 10, 2001

42. Net Unrealized Appreciation following Acquisition

    By Jon Chambers, August 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • August 8, 2001

43. Deferrals by Key Employee

    By imchipbrown, August 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • August 8, 2001

44. key employee

    By FJR, August 7, 2001
    • 2 replies
    • 2k views
    • 
    • david rigby
    • August 7, 2001

45. Fiduciary issue

    By dmb, August 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 7, 2001

46. Are catch-up contributions limited to K plans?

    By Jed Macy, August 7, 2001
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • August 7, 2001

47. 401k administration fees

    By Guest Mark Porter, August 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • actuarysmith
    • August 13, 2001

48. disability payments in 401k

    By FJR, August 6, 2001
    • 3 replies
    • 4.9k views
    • 
    • MGB
    • August 6, 2001

49. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
    • 1 reply
    • 2.3k views
    • 
    • Jon Chambers
    • August 7, 2001

50. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2001