401(k) Plans

19,401 topics in this forum

1. New guidance: hardship and top-heavy

   By MGB, August 31, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 4, 2001

2. Puerto Rican Plans

   By Guest Admin, September 3, 2001
   • 1 reply
   • 2k views
   • 
   • Guest
   • September 4, 2001

3. Plan adminstrators

   By Guest halencourt, September 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 4, 2001

4. Safe harbor design

   By Guest Christie Banks, August 30, 2001
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • August 31, 2001

5. qualified plan with only one named employee

   By Guest Diane DuFresne, August 30, 2001
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2001

6. Partnership fee deductions

   By PJaeger, August 30, 2001
   • 0 replies
   • 1.4k views
   • 
   • PJaeger
   • August 30, 2001

7. terminating c corp

   By Guest S FISCHER, August 29, 2001
   • 1 reply
   • 1.5k views
   • 
   • MJ Hartman
   • August 30, 2001

8. Death & Taxes - Spouse Beneficiary wants to roll to her K plan!

   By Guest JimJ, August 30, 2001
   • 2 replies
   • 1.7k views
   • 
   • R. Butler
   • August 30, 2001

9. Bottom-up QNEC

   By Guest PAL100759, August 28, 2001
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • August 30, 2001

10. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 30, 2001

11. GUST Fees

    By Guest Frank Jackson, August 29, 2001
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • August 30, 2001

12. Tax Issues for Return of Excess Deferrals

    By Guest Dan Simonds, August 15, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 30, 2001

13. 401k strain

    By Guest PJS, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 30, 2001

14. Payment of plan expenses

    By Richard Anderson, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • August 30, 2001

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

    By Medusa, August 10, 2001
    • 4 replies
    • 3.1k views
    • 
    • Medusa
    • August 30, 2001

16. prohibited transaction

    By MR, August 24, 2001
    • 7 replies
    • 2k views
    • 
    • Jim Chad
    • August 29, 2001

17. Yet Another Negative Election Question

    By card, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • card
    • August 29, 2001

18. Association Plan

    By Guest brstokes, August 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

19. Form 5330 and Late Contributions

    By Guest moorhan, August 29, 2001
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • August 29, 2001

20. Plan fees

    By Guest Clain, August 28, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • August 29, 2001

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

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

22. Plan year amended to calendar year, after the calendar year started

    By Jean, August 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

23. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 29, 2001

24. 401(k)'s legal for family business?

    By Guest Eric Cernyar, August 23, 2001
    • 18 replies
    • 3.6k views
    • 
    • actuarysmith
    • August 29, 2001

25. Multiple Employer Plan

    By Guest Marjorie Rogers, August 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2001

26. eliminate a Money Purchase plan

    By FJR, August 2, 2001
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 28, 2001

27. New 5500 Filing instructions?

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

28. Diversifying out of employer stock

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

29. Compensation Definition for Safe Harbor Plans

    By Guest kowen, August 24, 2001
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • August 27, 2001

30. 401(k) and SIMPLE IRA

    By Guest Tara Curran, August 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 27, 2001

31. ADP/ACP Testing

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

32. lost employer matching contributions

    By Guest baxterdale, July 10, 2001
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • August 24, 2001

33. Safe Harbor Design

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

34. Top Heavy Plan

    By Guest CAP, August 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 23, 2001

35. 401K to IRA Direct Rollover Period

    By Guest MWM92111, August 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 23, 2001

36. Controlled Group Testing

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

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

    By SMB, August 20, 2001
    • 8 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • August 23, 2001

38. 401k Hardship

    By Guest JimD, August 22, 2001
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 22, 2001

39. Investment Advice- DOL

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

40. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2001

41. 401K Hardship Withdrawls

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

42. Hardship for Student Loan

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

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

    By EGB, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Medusa
    • August 17, 2001

44. 401k city taxes

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

45. Puerto Rico tax law on Section 165 plans

    By Guest Jim Bender, February 15, 2001
    • 4 replies
    • 5.2k views
    • 
    • Steve72
    • August 17, 2001

46. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 17, 2001

47. Company purchased. One or two discrimination tests?

    By KateSmithPA, August 15, 2001
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • August 16, 2001

48. SIMPLE 401k

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

49. Sponsor's PC being terminated

    By Guest tbt, August 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

50. EGTRRA and off-calendar plan years

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