401(k) Plans

19,489 topics in this forum

1. Confidentiality of Retirement Benefits

   By Guest Ella, October 3, 2001
   • 8 replies
   • 5.6k views
   • 
   • Kirk Maldonado
   • October 5, 2001

2. Money Purchase funding for short year

   By Guest Diana Hill, October 4, 2001
   • 3 replies
   • 1.7k views
   • 
   • KJohnson
   • October 5, 2001

3. Auditors please help -audit of previously unaudited plan

   By Guest LisaPA, October 3, 2001
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • October 5, 2001

4. safe harbor and top heavy

   By FJR, October 4, 2001
   • 3 replies
   • 2.2k views
   • 
   • Tom Poje
   • October 5, 2001

5. er matching deposit deadline

   By Guest beckyhummer, August 28, 2001
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • October 4, 2001

6. Private Revenue Rulings-Roth Recharacterizations

   By Guest rahn46, October 4, 2001
   • 1 reply
   • 1.5k views
   • 
   • GBurns
   • October 4, 2001

7. EGTRRA impact on compensation limit

   By Guest Ralph, October 3, 2001
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • October 4, 2001

8. Former member of multiple-employer plan

   By Brenda Wren, October 1, 2001
   • 8 replies
   • 2.6k views
   • 
   • GBurns
   • October 4, 2001

9. 401k Loans and Bankruptcy

   By Guest Una M, September 27, 2001
   • 12 replies
   • 8k views
   • 
   • Guest
   • October 3, 2001

10. QNECs and FICA

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

11. plan loan

    By stevena, September 27, 2001
    • 7 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • October 1, 2001

12. Successor Plan?

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

13. Controlled groups

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

14. Contingent safe harbor language

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

15. post death distributions

    By k man, September 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • k man
    • September 28, 2001

16. Employer Contribution Made in Error

    By Guest LisaPA, September 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • September 28, 2001

17. After Tax $ Source

    By Guest JimJ, September 26, 2001
    • 4 replies
    • 2.1k views
    • 
    • Disco Stu
    • September 28, 2001

18. Defaulted Loans

    By Guest CGBS, September 19, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 27, 2001

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

    By lkpittman, September 24, 2001
    • 3 replies
    • 1.8k views
    • 
    • davef
    • September 27, 2001

20. Safe Harbor Matching Contributions

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

21. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered, September 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • actuarysmith
    • September 27, 2001

22. 401(k) Plan & SIMPLE IRA

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

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

    By Guest Sara H, September 20, 2001
    • 3 replies
    • 3.1k views
    • 
    • RCK
    • September 27, 2001

24. Retroactive Amendment Making Mandatory Match Discretionary Match

    By Guest 91smithie, September 27, 2001
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • September 27, 2001

25. Std plan -- immediate eligiblity for full timers, but not interns?

    By R. Butler, September 26, 2001
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 27, 2001

26. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • JanetM
    • September 26, 2001

27. EGTRRA impact on coordination of deferrals

    By Guest Ralph, September 26, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2001

28. Plan sponsor cannot be located - now what?

    By John A, September 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • September 26, 2001

29. ADP/ACP Testing - Correction

    By Guest ANNEBV, September 23, 1999
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 26, 2001

30. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
    • 0 replies
    • 2k views
    • 
    • Jim Chad
    • September 25, 2001

31. USERRA and Profit Sharing Plans

    By LCARUSI, September 24, 2001
    • 1 reply
    • 2.5k views
    • 
    • Everett Moreland
    • September 24, 2001

32. 401k Trustee

    By Guest pon66, September 20, 2001
    • 8 replies
    • 5.9k views
    • 
    • Guest
    • September 24, 2001

33. personal rate of return

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

34. Interim Valuations and Discrimination

    By KJohnson, September 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 24, 2001

35. Safe Harbor with Integration?

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

36. Catch-Up Contributions on W-2

    By Guest Paul Hinderegger, September 21, 2001
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • September 21, 2001

37. EGTRRA vesting change with collective bargaining

    By Guest Ella, September 21, 2001
    • 1 reply
    • 2.2k views
    • 
    • MGB
    • September 21, 2001

38. 401K to IRA - still not rolled over!

    By Guest jperkins98, September 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • September 21, 2001

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

    By chris, September 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • September 20, 2001

40. Eligible for Loan?

    By Guest BJW, September 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • September 20, 2001

41. 401k Deposits Not Made and Company Has No Money

    By Guest needhelp, September 20, 2001
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • September 20, 2001

42. 401(k) and SEP

    By R. Butler, September 19, 2001
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • September 20, 2001

43. Taking over a Plan with excess contributions

    By Guest tbt, September 17, 2001
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • September 20, 2001

44. Former Key/Top Heavy/EGTRRA

    By Brenda Wren, September 19, 2001
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • September 20, 2001

45. 410(b)

    By Guest NFried, September 19, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 19, 2001

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

    By Guest LMalone, September 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • lkpittman
    • September 18, 2001

47. Military leave- 401k loan repayments

    By Guest CMC9, September 17, 2001
    • 1 reply
    • 2.6k views
    • 
    • R. Butler
    • September 18, 2001

48. Correction effects on tests for later years.

    By Guest tweber, September 17, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 2001

49. When the Market Opens....

    By Guest gsl, September 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 17, 2001

50. First Year Safe Harbor 401(k)

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