401(k) Plans

19,275 topics in this forum

1. non-profit city utility companies and 401Ks

   By Guest itrade4u2, July 2, 2001
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • July 5, 2001

2. Eligibility for PS Contribution - Controlled Group Issue

   By Guest ANNEBV, July 2, 2001
   • 1 reply
   • 1.5k views
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   • Guest
   • July 2, 2001

3. Determining the Minimum Top Heavy Contribution

   By Guest Ray Hedger, July 2, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • July 2, 2001

4. Trust vs. Named Persons as Beneficiary on 401k Plan

   By Guest jbruggeman, July 2, 2001
   • 1 reply
   • 6.1k views
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   • Guest
   • July 5, 2001

5. Oops the plan sponsor forgot to 1099 the hardship withdrawal

   By Guest SJPrince, June 29, 2001
   • 1 reply
   • 1.6k views
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   • david rigby
   • June 30, 2001

6. What counts towards making the 3% min TopHeavy contrib

   By Guest SJPrince, June 29, 2001
   • 1 reply
   • 1.5k views
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   • wmyer
   • June 30, 2001

7. Canadian employee

   By Guest Cathie, June 29, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • June 29, 2001

8. Employer required 401K?

   By Guest aoshell, June 28, 2001
   • 7 replies
   • 2.6k views
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   • Guest
   • July 4, 2001

9. Massachusetts State Taxes on Distributions

   By Guest CHRISTA, June 28, 2001
   • 6 replies
   • 7.8k views
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   • AndyH
   • July 11, 2001

10. New Comp. Plan Diff entry for deferrals and Prof. Shar.

    By Guest dlm, June 28, 2001
    • 5 replies
    • 1.6k views
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    • Guest
    • July 6, 2001

11. One Plan Term, New Plan Start, Waiting period?

    By Guest James Osterhaus, June 28, 2001
    • 4 replies
    • 1.9k views
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    • MWeddell
    • July 18, 2001

12. Form 5310-A Question 4(b)

    By John A, June 28, 2001
    • 0 replies
    • 1.8k views
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    • John A
    • June 28, 2001

13. Pending Divorce

    By k man, June 28, 2001
    • 6 replies
    • 2.4k views
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    • QDROphile
    • June 29, 2001

14. What does the IRS need to merge a 401(k) and a profit sharing plan?

    By Guest Michael Anderson, June 27, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • June 27, 2001

15. Leave of Abscence relating to testing

    By Guest Achilles, June 27, 2001
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • June 27, 2001

16. Employer Employs No NHCEs

    By lkpittman, June 26, 2001
    • 2 replies
    • 1.6k views
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    • david rigby
    • June 26, 2001

17. 415 under EGTRRA

    By Guest JBlair, June 26, 2001
    • 3 replies
    • 1.5k views
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    • Earl
    • June 30, 2001

18. Current year testing vs. prior year

    By FJR, June 26, 2001
    • 8 replies
    • 3.6k views
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    • Bob R
    • July 1, 2001

19. Beneficiary - J&S Plan

    By MR, June 26, 2001
    • 0 replies
    • 1.3k views
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    • MR
    • June 26, 2001

20. ADP test(s) for control group

    By Richard Anderson, June 26, 2001
    • 4 replies
    • 2.9k views
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    • austin3515
    • July 11, 2007

21. Match on "Catch-up" and ACP

    By Guest Andy Mayo, June 25, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 25, 2001

22. EGTRRA re: top heavy calc

    By Brenda Wren, June 25, 2001
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • June 25, 2001

23. Participant receive too much money on failure of discrimination test

    By KateSmithPA, June 22, 2001
    • 1 reply
    • 1.5k views
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    • rcline46
    • June 22, 2001

24. 3% Contribution For A Top Heavy Plan

    By Guest Jennifer M., June 22, 2001
    • 1 reply
    • 1.4k views
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    • pmacduff
    • June 22, 2001

25. termination distn fees

    By Guest billy bong, June 22, 2001
    • 8 replies
    • 2.2k views
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    • Guest
    • July 3, 2001

26. Passive Enrollment

    By Guest smc, June 21, 2001
    • 2 replies
    • 2.1k views
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    • IRC401
    • June 23, 2001

27. New 402(g) Limits for Non-CY Plans

    By davef, June 21, 2001
    • 1 reply
    • 1.7k views
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    • Bob R
    • June 22, 2001

28. Top Heavy Minimum Benefit

    By James Matt Ullakko, June 21, 2001
    • 6 replies
    • 2.5k views
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    • Earl
    • June 30, 2001

29. Plan eligibility question - rehires

    By Guest Gibson, June 21, 2001
    • 1 reply
    • 1.7k views
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    • rcline46
    • June 21, 2001

30. Safe Harbor 401k Plan - ee's haven't met statutory elig

    By Guest Robin S. Vatalaro, June 20, 2001
    • 4 replies
    • 2.2k views
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    • Tom Poje
    • June 27, 2001

31. Investment Management Fees

    By Guest DDDlump, June 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • June 21, 2001

32. Payroll did not withhold the correct %

    By KateSmithPA, June 20, 2001
    • 1 reply
    • 1.9k views
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    • Moe Howard
    • June 20, 2001

33. Correction of failed ADP test

    By SMB, June 20, 2001
    • 1 reply
    • 1.9k views
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    • Guest
    • June 20, 2001

34. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
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    • MGB
    • June 19, 2001

35. 404(c)

    By k man, June 19, 2001
    • 8 replies
    • 2.5k views
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    • k man
    • June 25, 2001

36. 401(k) deposits

    By MR, June 19, 2001
    • 3 replies
    • 1.5k views
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    • Earl
    • June 21, 2001

37. ADP Refunds in Top Heavy Calculation

    By Guest SBlack, June 19, 2001
    • 1 reply
    • 2.4k views
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    • Guest
    • June 19, 2001

38. Qnec's and prior year testing

    By Guest CGBS, June 18, 2001
    • 1 reply
    • 1.7k views
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    • Bob R
    • June 19, 2001

39. Stopping discretionary match mid-year revisited

    By John A, June 18, 2001
    • 0 replies
    • 1.8k views
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    • John A
    • June 18, 2001

40. Change requirement of eligibility

    By Guest LTurner, June 15, 2001
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • June 18, 2001

41. 410(b) transition rule and ADP testing

    By Guest LMalone, June 14, 2001
    • 5 replies
    • 9.2k views
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    • Bob R
    • June 19, 2001

42. liability of recorkeepers / administrators for late contributions

    By Guest MES, June 14, 2001
    • 5 replies
    • 2.2k views
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    • davef
    • June 22, 2001

43. Plan Termination

    By Guest lforesz, June 13, 2001
    • 4 replies
    • 1.8k views
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    • david rigby
    • June 14, 2001

44. Effective date of new 401(k)

    By k man, June 13, 2001
    • 4 replies
    • 4k views
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    • bzorc
    • June 14, 2001

45. 402(f) notice software

    By Guest RONNIE WASEL, June 12, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 12, 2001

46. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 12, 2001

47. Investment Allocation for Forfeitures

    By Guest Kelly Igel, June 12, 2001
    • 2 replies
    • 1.8k views
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    • pmacduff
    • June 12, 2001

48. 401k Plans

    By Guest BillFlann, June 11, 2001
    • 1 reply
    • 1.4k views
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    • R. Butler
    • June 12, 2001

49. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
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    • MWeddell
    • June 11, 2001

50. Cpntrolled group for only part of plan year

    By Guest LMalone, June 10, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 2001