401(k) Plans

19,319 topics in this forum

1. Audit Triggers

   By Guest Laura, July 12, 2001
   • 10 replies
   • 3.5k views
   • 
   • AndyH
   • July 17, 2001

2. Paperless loans

   By k man, July 17, 2001
   • 2 replies
   • 2k views
   • 
   • k man
   • July 17, 2001

3. Plan Expenses

   By Guest Ralph, July 16, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • July 16, 2001

4. 401(k) Committee Charter

   By Guest Darryl, July 16, 2001
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • July 16, 2001

5. 401 (k) Employer Requirements

   By Guest Heath, July 16, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • July 16, 2001

6. Employer Contributions

   By Guest Heath, July 16, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 16, 2001

7. Deductability of QNC

   By Guest Ella, July 13, 2001
   • 3 replies
   • 3.2k views
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   • QDROphile
   • July 14, 2001

8. Hardship withdrawal -- Definition of medical expense?

   By Guest DebM, July 13, 2001
   • 2 replies
   • 4.5k views
   • 
   • Guest
   • July 13, 2001

9. Bankruptcy in 401k Plans

   By Guest JEP, July 13, 2001
   • 7 replies
   • 1.6k views
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   • Guest
   • July 13, 2001

10. Top Heavy Vesting

    By Guest bernard comey, July 13, 2001
    • 2 replies
    • 2.1k views
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    • david rigby
    • July 13, 2001

11. Which governmental units are allowed to offer 401(K) plans?

    By jlf, July 11, 2001
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • July 13, 2001

12. Using match forfeitures for QNC

    By Guest Ella, July 12, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • July 13, 2001

13. Deduction Limits

    By Fred Payne, July 12, 2001
    • 4 replies
    • 1.5k views
    • 
    • Fred Payne
    • July 12, 2001

14. Change of employment to foreign plan sponsor

    By John A, July 11, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2001

15. Massachusetts State Taxes on Distributions

    By Guest CHRISTA, June 28, 2001
    • 6 replies
    • 8.3k views
    • 
    • AndyH
    • July 11, 2001

16. Advocacy - I Need Someone's Help

    By Guest France, July 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 11, 2001

17. Increased Deduction Limits

    By FJR, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • July 10, 2001

18. Hardship withdrawals - administrator resposibilities?

    By Guest LisaPA, July 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2001

19. One-time irrevocable election

    By Richard Anderson, July 6, 2001
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • July 9, 2001

20. Match Forfeitures

    By Guest ELS, July 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • actuarysmith
    • July 9, 2001

21. Foreign corporation as sponsor of 401(k) plan?

    By Guest Alley, July 5, 2001
    • 2 replies
    • 2.3k views
    • 
    • GBurns
    • July 8, 2001

22. Deferrals in excess of plan document limit -- include in ADP? Are the

    By R. Butler, May 4, 2001
    • 2 replies
    • 1.7k views
    • 
    • Bob R
    • July 7, 2001

23. Announcement 2001-77

    By Guest Robin S. Vatalaro, July 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Bob R
    • July 7, 2001

24. Minimum account balances

    By Guest Tom Cummins, July 5, 2001
    • 3 replies
    • 1.8k views
    • 
    • Jed Macy
    • July 7, 2001

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

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

26. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

27. Inservice W/D prior to age 59 1/2

    By Guest S FISCHER, July 3, 2001
    • 3 replies
    • 2.9k views
    • 
    • MWeddell
    • July 5, 2001

28. non-profit city utility companies and 401Ks

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

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

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

30. Incorrect treatment of elective deferrals

    By jkharvey, July 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • July 4, 2001

31. Employer required 401K?

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

32. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 3, 2001

33. typical matches for software companies

    By Guest Smokin, July 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 3, 2001

34. Proof of Use?

    By Guest ProofNeeded, July 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 3, 2001

35. termination distn fees

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

36. allocated contracts

    By Guest twalters, July 3, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 3, 2001

37. Eligibility for PS Contribution - Controlled Group Issue

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

38. 401k

    By Guest Stras, June 7, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • July 2, 2001

39. Determining the Minimum Top Heavy Contribution

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

40. Current year testing vs. prior year

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

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

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

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

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

43. Top Heavy Minimum Benefit

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

44. Annual additions limit in 2002 under EGTRA

    By AndyH, June 5, 2001
    • 14 replies
    • 3.1k views
    • 
    • Earl
    • June 30, 2001

45. 415 under EGTRRA

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

46. Pending Divorce

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

47. Canadian employee

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

48. Form 5310-A Question 4(b)

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

49. 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
    • 
    • Guest
    • June 27, 2001

50. Leave of Abscence relating to testing

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