401(k) Plans

19,489 topics in this forum

1. self-employed er's opening 401(k)

   By Guest M.N. Ouellette, September 13, 2001
   • 3 replies
   • 1.7k views
   • 
   • Tom Poje
   • September 17, 2001

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

   By chris, September 13, 2001
   • 8 replies
   • 2.6k views
   • 
   • Tom Poje
   • September 14, 2001

3. Vesting for Transferred Employees

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

4. How aggressive is this? ACP testing

   By imchipbrown, September 6, 2001
   • 6 replies
   • 2k views
   • 
   • Tom Poje
   • September 14, 2001

5. Adoption of safe Harbor 401(k)

   By Guest BHS, September 13, 2001
   • 1 reply
   • 1.8k views
   • 
   • rcline46
   • September 13, 2001

6. ACP Test

   By Guest JEP, September 12, 2001
   • 2 replies
   • 1.8k views
   • 
   • MWeddell
   • September 13, 2001

7. 401(k) company contributions

   By Guest Jacqueline Armagost, September 12, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • September 12, 2001

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

   By Guest Amy Keen, September 7, 2001
   • 1 reply
   • 1.6k views
   • 
   • lkpittman
   • September 12, 2001

9. Match Reverse Deferals

   By Guest James Osterhaus, September 10, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • September 12, 2001

10. Fidelity Bond Requirement

    By Guest James Osterhaus, September 6, 2001
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • September 12, 2001

11. Unanticipated 401K Fees

    By Guest chuck53, September 11, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 11, 2001

12. NUA - Employer Securities in a BEAR Market

    By Guest Richard Plant, September 11, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 11, 2001

13. SEPs

    By Earl, September 11, 2001
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • September 11, 2001

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

    By Guest jeaniec, August 21, 2001
    • 9 replies
    • 14.3k views
    • 
    • Guest
    • September 10, 2001

15. Safe Harbor Plan - Compensation

    By Guest Ronin, September 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • September 10, 2001

16. 401(k) Plan Fees

    By Guest catdamico, September 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 10, 2001

17. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • Brenda Wren
    • September 9, 2001

18. Rollover Question

    By Scott, September 7, 2001
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • September 7, 2001

19. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 7, 2001

20. 401(k) plans with different plan years? Why? How would ADP test be do

    By John A, September 7, 2001
    • 3 replies
    • 2.8k views
    • 
    • Tom Poje
    • September 7, 2001

21. Newly established safe harbor 401(k) plan

    By R. Butler, September 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 7, 2001

22. Participant paid out before return of excess deferrals

    By Guest moorhan, September 7, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 7, 2001

23. controlled group with different matching formulas and investment optio

    By Guest ehayes, September 6, 2001
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 6, 2001

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

    By Guest Bud, September 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 6, 2001

25. Matching Contributions and 410(b).

    By Guest Thornton, September 4, 2001
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • September 6, 2001

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

    By Guest John Nelson, October 27, 2000
    • 3 replies
    • 2.5k views
    • 
    • Richard Anderson
    • September 6, 2001

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

    By John A, September 6, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • September 6, 2001

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

    By chris, September 5, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 6, 2001

29. Integrated Profit Sharing Contribution Formula in addition to safe har

    By Guest Gibson, September 5, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 6, 2001

30. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 6, 2001

31. Late Contributions

    By Guest moorhan, September 5, 2001
    • 8 replies
    • 3k views
    • 
    • R. Butler
    • September 5, 2001

32. SIMPLE IRA and 401(k)

    By Guest szaidman, September 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • MJ Hartman
    • September 5, 2001

33. Late 401(k) Contributions and the applicable rate of interest

    By Guest MEGary, September 5, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 5, 2001

34. Withdrawing company stock from 401(k) plans

    By Guest DMR, September 5, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 5, 2001

35. Multiple Contribution Formulas within a Single Plan

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

36. 401(k) Maintained by LLC

    By chris, September 5, 2001
    • 0 replies
    • 1.6k views
    • 
    • chris
    • September 5, 2001

37. Non-Standardized Safeharbor plan

    By Guest halencourt, September 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 5, 2001

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

    By Guest halka, September 4, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 5, 2001

39. New guidance: hardship and top-heavy

    By MGB, August 31, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 4, 2001

40. Puerto Rican Plans

    By Guest Admin, September 3, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • September 4, 2001

41. Plan adminstrators

    By Guest halencourt, September 4, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 4, 2001

42. Safe harbor design

    By Guest Christie Banks, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2001

43. qualified plan with only one named employee

    By Guest Diane DuFresne, August 30, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 30, 2001

44. Partnership fee deductions

    By PJaeger, August 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • PJaeger
    • August 30, 2001

45. terminating c corp

    By Guest S FISCHER, August 29, 2001
    • 1 reply
    • 1.6k views
    • 
    • MJ Hartman
    • August 30, 2001

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

    By Guest JimJ, August 30, 2001
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • August 30, 2001

47. Bottom-up QNEC

    By Guest PAL100759, August 28, 2001
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • August 30, 2001

48. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • wmyer
    • August 30, 2001

49. GUST Fees

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

50. Tax Issues for Return of Excess Deferrals

    By Guest Dan Simonds, August 15, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 30, 2001