401(k) Plans

19,516 topics in this forum

1. Completing Form 5330 for Late Deferrals

   By Guest KAGrist, October 15, 2001
   • 2 replies
   • 3.2k views
   • 
   • KJohnson
   • October 16, 2001

2. Schedule Q to Form 5300

   By Guest hank, October 16, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 16, 2001

3. beneficiary-401k plan

   By Guest wolf, October 16, 2001
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • October 16, 2001

4. non locatable ees

   By Guest rslagle224, October 15, 2001
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • October 15, 2001

5. Lost Participants

   By Guest Thornton, October 4, 2001
   • 5 replies
   • 2.2k views
   • 
   • Earl
   • October 14, 2001

6. Effect on Rem Amend Period when amending prototype

   By Guest Ruth Glaser, October 12, 2001
   • 1 reply
   • 1.7k views
   • 
   • KJohnson
   • October 12, 2001

7. Trading of Employer Stock Suspended

   By Guest halka, October 12, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 12, 2001

8. Late reporting of Form 5500 Schedule SSA Participants

   By Guest William Zakowski, October 12, 2001
   • 1 reply
   • 1.6k views
   • 
   • pmacduff
   • October 12, 2001

9. Need list of new rules applicable to 401(k) plans in 2002

   By Guest pentex, October 11, 2001
   • 2 replies
   • 1.9k views
   • 
   • MGB
   • October 12, 2001

10. Audit Requirements-Deferred Annunity and Momentum

    By Guest d reardon, October 12, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 12, 2001

11. Group Trusts

    By Guest vrp, October 11, 2001
    • 1 reply
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 11, 2001

12. Designating Beneficiary

    By Guest AdminFL, October 10, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 11, 2001

13. Comparable Plan

    By PMC, October 11, 2001
    • 2 replies
    • 1.8k views
    • 
    • PMC
    • October 11, 2001

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

    By KateSmithPA, August 3, 2001
    • 14 replies
    • 8.5k views
    • 
    • John A
    • October 11, 2001

15. Required match - due date? consequences of missing due date?

    By John A, October 11, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • October 11, 2001

16. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bob R
    • October 11, 2001

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

    By Guest Phil L., October 5, 2000
    • 10 replies
    • 3.7k views
    • 
    • k man
    • October 10, 2001

18. Can I move my 401K?

    By Guest Carl C, October 9, 2001
    • 6 replies
    • 2.7k views
    • 
    • MGB
    • October 10, 2001

19. 52-53 week year

    By Guest Diane DuFresne, October 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • October 10, 2001

20. Deduction limits: Plan Total & Per Participant

    By Fred Payne, October 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • October 10, 2001

21. 401(k) match reductions

    By Guest GSisson, October 9, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 9, 2001

22. 401k Loans

    By Guest planadmin101, October 8, 2001
    • 1 reply
    • 2.3k views
    • 
    • QDROphile
    • October 8, 2001

23. Definition of Compensation Protected?

    By Guest Kelly Igel, October 8, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 8, 2001

24. Freezing a Money Purchase plan mid-year

    By PMC, October 8, 2001
    • 0 replies
    • 2.3k views
    • 
    • PMC
    • October 8, 2001

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

    By Guest UKH, October 8, 2001
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • October 8, 2001

26. prohibited transaction

    By Guest bogart126, October 5, 2001
    • 4 replies
    • 2.5k views
    • 
    • KJohnson
    • October 8, 2001

27. Audit Requirements

    By Guest lforesz, September 26, 2001
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 5, 2001

28. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 8 replies
    • 5.8k views
    • 
    • Kirk Maldonado
    • October 5, 2001

29. Money Purchase funding for short year

    By Guest Diana Hill, October 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • KJohnson
    • October 5, 2001

30. Auditors please help -audit of previously unaudited plan

    By Guest LisaPA, October 3, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 5, 2001

31. safe harbor and top heavy

    By FJR, October 4, 2001
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • October 5, 2001

32. er matching deposit deadline

    By Guest beckyhummer, August 28, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 4, 2001

33. Private Revenue Rulings-Roth Recharacterizations

    By Guest rahn46, October 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • GBurns
    • October 4, 2001

34. EGTRRA impact on compensation limit

    By Guest Ralph, October 3, 2001
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 4, 2001

35. Former member of multiple-employer plan

    By Brenda Wren, October 1, 2001
    • 8 replies
    • 2.8k views
    • 
    • GBurns
    • October 4, 2001

36. 401k Loans and Bankruptcy

    By Guest Una M, September 27, 2001
    • 12 replies
    • 8.2k views
    • 
    • Guest
    • October 3, 2001

37. QNECs and FICA

    By Guest 91smithie, October 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Alan Simpson
    • October 2, 2001

38. plan loan

    By stevena, September 27, 2001
    • 7 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 1, 2001

39. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • October 1, 2001

40. Controlled groups

    By Guest lforesz, September 28, 2001
    • 1 reply
    • 2.3k views
    • 
    • Bob R
    • October 1, 2001

41. Contingent safe harbor language

    By Guest erisa.com, September 24, 2001
    • 1 reply
    • 2.4k views
    • 
    • Bob R
    • October 1, 2001

42. post death distributions

    By k man, September 28, 2001
    • 2 replies
    • 1.9k views
    • 
    • k man
    • September 28, 2001

43. Employer Contribution Made in Error

    By Guest LisaPA, September 28, 2001
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • September 28, 2001

44. After Tax $ Source

    By Guest JimJ, September 26, 2001
    • 4 replies
    • 2.2k views
    • 
    • Disco Stu
    • September 28, 2001

45. Defaulted Loans

    By Guest CGBS, September 19, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • September 27, 2001

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

    By lkpittman, September 24, 2001
    • 3 replies
    • 1.9k views
    • 
    • davef
    • September 27, 2001

47. Safe Harbor Matching Contributions

    By Guest sammy, September 27, 2001
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • September 27, 2001

48. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered, September 27, 2001
    • 1 reply
    • 1.7k views
    • 
    • actuarysmith
    • September 27, 2001

49. 401(k) Plan & SIMPLE IRA

    By Guest MJM, September 26, 2001
    • 4 replies
    • 2.2k views
    • 
    • MJ Hartman
    • September 27, 2001

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

    By Guest Sara H, September 20, 2001
    • 3 replies
    • 3.2k views
    • 
    • RCK
    • September 27, 2001