401(k) Plans

19,403 topics in this forum

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

   By KateSmithPA, August 3, 2001
   • 14 replies
   • 7.8k views
   • 
   • John A
   • October 11, 2001

2. 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

3. Determination letters after 2001-77

   By k man, October 8, 2001
   • 1 reply
   • 1.6k views
   • 
   • Bob R
   • October 11, 2001

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

   By Guest Phil L., October 5, 2000
   • 10 replies
   • 3.4k views
   • 
   • k man
   • October 10, 2001

5. Can I move my 401K?

   By Guest Carl C, October 9, 2001
   • 6 replies
   • 2.4k views
   • 
   • MGB
   • October 10, 2001

6. 52-53 week year

   By Guest Diane DuFresne, October 9, 2001
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • October 10, 2001

7. Deduction limits: Plan Total & Per Participant

   By Fred Payne, October 9, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • October 10, 2001

8. 401(k) match reductions

   By Guest GSisson, October 9, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • October 9, 2001

9. 401k Loans

   By Guest planadmin101, October 8, 2001
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • October 8, 2001

10. Definition of Compensation Protected?

    By Guest Kelly Igel, October 8, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 8, 2001

11. Freezing a Money Purchase plan mid-year

    By PMC, October 8, 2001
    • 0 replies
    • 2k views
    • 
    • PMC
    • October 8, 2001

12. Are distributions allowed from a frozen 401(k) Plan?

    By Guest UKH, October 8, 2001
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • October 8, 2001

13. prohibited transaction

    By Guest bogart126, October 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • October 8, 2001

14. Audit Requirements

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

15. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 8 replies
    • 5.2k views
    • 
    • Kirk Maldonado
    • October 5, 2001

16. Money Purchase funding for short year

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

17. Auditors please help -audit of previously unaudited plan

    By Guest LisaPA, October 3, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 5, 2001

18. safe harbor and top heavy

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

19. er matching deposit deadline

    By Guest beckyhummer, August 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • October 4, 2001

20. Private Revenue Rulings-Roth Recharacterizations

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

21. EGTRRA impact on compensation limit

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

22. Former member of multiple-employer plan

    By Brenda Wren, October 1, 2001
    • 8 replies
    • 2.3k views
    • 
    • GBurns
    • October 4, 2001

23. 401k Loans and Bankruptcy

    By Guest Una M, September 27, 2001
    • 12 replies
    • 7.5k views
    • 
    • Guest
    • October 3, 2001

24. QNECs and FICA

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

25. plan loan

    By stevena, September 27, 2001
    • 7 replies
    • 2k views
    • 
    • Kirk Maldonado
    • October 1, 2001

26. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • October 1, 2001

27. Controlled groups

    By Guest lforesz, September 28, 2001
    • 1 reply
    • 2.1k views
    • 
    • Bob R
    • October 1, 2001

28. Contingent safe harbor language

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

29. post death distributions

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

30. Employer Contribution Made in Error

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

31. After Tax $ Source

    By Guest JimJ, September 26, 2001
    • 4 replies
    • 2k views
    • 
    • Disco Stu
    • September 28, 2001

32. Defaulted Loans

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

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

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

34. Safe Harbor Matching Contributions

    By Guest sammy, September 27, 2001
    • 1 reply
    • 2.2k views
    • 
    • Tom Poje
    • September 27, 2001

35. Safe Harbor 401(k) with Profit Sharing

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

36. 401(k) Plan & SIMPLE IRA

    By Guest MJM, September 26, 2001
    • 4 replies
    • 2k views
    • 
    • MJ Hartman
    • September 27, 2001

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

    By Guest Sara H, September 20, 2001
    • 3 replies
    • 2.9k views
    • 
    • RCK
    • September 27, 2001

38. Retroactive Amendment Making Mandatory Match Discretionary Match

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

39. 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

40. EGTRRA - contributions to K-plans

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

41. EGTRRA impact on coordination of deferrals

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

42. Plan sponsor cannot be located - now what?

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

43. ADP/ACP Testing - Correction

    By Guest ANNEBV, September 23, 1999
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 26, 2001

44. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
    • 0 replies
    • 1.9k views
    • 
    • Jim Chad
    • September 25, 2001

45. USERRA and Profit Sharing Plans

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

46. 401k Trustee

    By Guest pon66, September 20, 2001
    • 8 replies
    • 5.7k views
    • 
    • Guest
    • September 24, 2001

47. personal rate of return

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

48. Interim Valuations and Discrimination

    By KJohnson, September 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • September 24, 2001

49. Safe Harbor with Integration?

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

50. Catch-Up Contributions on W-2

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