401(k) Plans

19,401 topics in this forum

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

   By chris, September 20, 2001
   • 0 replies
   • 1.4k views
   • 
   • chris
   • September 20, 2001

2. Eligible for Loan?

   By Guest BJW, September 20, 2001
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • September 20, 2001

3. 401k Deposits Not Made and Company Has No Money

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

4. 401(k) and SEP

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

5. Taking over a Plan with excess contributions

   By Guest tbt, September 17, 2001
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • September 20, 2001

6. Former Key/Top Heavy/EGTRRA

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

7. 410(b)

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

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

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

9. Military leave- 401k loan repayments

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

10. Correction effects on tests for later years.

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

11. When the Market Opens....

    By Guest gsl, September 14, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 17, 2001

12. First Year Safe Harbor 401(k)

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

13. 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

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

    By chris, September 13, 2001
    • 8 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 14, 2001

15. Vesting for Transferred Employees

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

16. How aggressive is this? ACP testing

    By imchipbrown, September 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 14, 2001

17. Adoption of safe Harbor 401(k)

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

18. ACP Test

    By Guest JEP, September 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • September 13, 2001

19. 401(k) company contributions

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

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

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

21. Match Reverse Deferals

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

22. Fidelity Bond Requirement

    By Guest James Osterhaus, September 6, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 12, 2001

23. Unanticipated 401K Fees

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

24. NUA - Employer Securities in a BEAR Market

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

25. SEPs

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

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

    By Guest jeaniec, August 21, 2001
    • 9 replies
    • 13.5k views
    • 
    • Guest
    • September 10, 2001

27. Safe Harbor Plan - Compensation

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

28. 401(k) Plan Fees

    By Guest catdamico, September 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 10, 2001

29. 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

30. Rollover Question

    By Scott, September 7, 2001
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • September 7, 2001

31. Beneficiary

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

32. 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

33. Newly established safe harbor 401(k) plan

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

34. Participant paid out before return of excess deferrals

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

35. 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

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

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

37. Matching Contributions and 410(b).

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

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

    By Guest John Nelson, October 27, 2000
    • 3 replies
    • 2.4k views
    • 
    • Richard Anderson
    • September 6, 2001

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

    By John A, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • September 6, 2001

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

    By chris, September 5, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 6, 2001

41. 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

42. HCE Status In Year Of Company Sale

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

43. Late Contributions

    By Guest moorhan, September 5, 2001
    • 8 replies
    • 2.8k views
    • 
    • R. Butler
    • September 5, 2001

44. SIMPLE IRA and 401(k)

    By Guest szaidman, September 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • September 5, 2001

45. 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

46. Withdrawing company stock from 401(k) plans

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

47. Multiple Contribution Formulas within a Single Plan

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

48. 401(k) Maintained by LLC

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

49. Non-Standardized Safeharbor plan

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

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

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