401(k) Plans

19,317 topics in this forum

1. Beneficiary - J&S Plan

   By MR, June 26, 2001
   • 0 replies
   • 1.3k views
   • 
   • MR
   • June 26, 2001

2. EGTRRA re: top heavy calc

   By Brenda Wren, June 25, 2001
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • June 25, 2001

3. Match on "Catch-up" and ACP

   By Guest Andy Mayo, June 25, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 25, 2001

4. 404(c)

   By k man, June 19, 2001
   • 8 replies
   • 2.6k views
   • 
   • k man
   • June 25, 2001

5. Passive Enrollment

   By Guest smc, June 21, 2001
   • 2 replies
   • 2.1k views
   • 
   • IRC401
   • June 23, 2001

6. Participant receive too much money on failure of discrimination test

   By KateSmithPA, June 22, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • June 22, 2001

7. 3% Contribution For A Top Heavy Plan

   By Guest Jennifer M., June 22, 2001
   • 1 reply
   • 1.4k views
   • 
   • pmacduff
   • June 22, 2001

8. liability of recorkeepers / administrators for late contributions

   By Guest MES, June 14, 2001
   • 5 replies
   • 2.2k views
   • 
   • davef
   • June 22, 2001

9. New 402(g) Limits for Non-CY Plans

   By davef, June 21, 2001
   • 1 reply
   • 1.7k views
   • 
   • Bob R
   • June 22, 2001

10. 401(k) deposits

    By MR, June 19, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 21, 2001

11. Plan eligibility question - rehires

    By Guest Gibson, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 21, 2001

12. Investment Management Fees

    By Guest DDDlump, June 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • June 21, 2001

13. Non-U.S. Citizens in 401(k) Plan

    By Guest Kelly Igel, June 6, 2001
    • 8 replies
    • 11.1k views
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    • Moe Howard
    • June 21, 2001

14. Payroll did not withhold the correct %

    By KateSmithPA, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Moe Howard
    • June 20, 2001

15. Correction of failed ADP test

    By SMB, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 20, 2001

16. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 19, 2001

17. ADP Refunds in Top Heavy Calculation

    By Guest SBlack, June 19, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • June 19, 2001

18. 410(b) transition rule and ADP testing

    By Guest LMalone, June 14, 2001
    • 5 replies
    • 9.3k views
    • 
    • Bob R
    • June 19, 2001

19. Qnec's and prior year testing

    By Guest CGBS, June 18, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 19, 2001

20. Stopping discretionary match mid-year revisited

    By John A, June 18, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • June 18, 2001

21. Change requirement of eligibility

    By Guest LTurner, June 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 18, 2001

22. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 15, 2001

23. Effective date of new 401(k)

    By k man, June 13, 2001
    • 4 replies
    • 4.1k views
    • 
    • bzorc
    • June 14, 2001

24. Plan Termination

    By Guest lforesz, June 13, 2001
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 14, 2001

25. Shared Employees

    By Guest Tara Curran, June 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • Moe Howard
    • June 13, 2001

26. 402(f) notice software

    By Guest RONNIE WASEL, June 12, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2001

27. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2001

28. Our Plan is top heavy - HELP

    By Guest BJW, May 23, 2001
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • June 12, 2001

29. Investment Allocation for Forfeitures

    By Guest Kelly Igel, June 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • pmacduff
    • June 12, 2001

30. questionable match formula

    By AndyH, June 8, 2001
    • 21 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 12, 2001

31. 401k Plans

    By Guest BillFlann, June 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • June 12, 2001

32. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • June 11, 2001

33. Cpntrolled group for only part of plan year

    By Guest LMalone, June 10, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 2001

34. Negative Elections

    By Guest LaneWest, June 9, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2001

35. Simple Rollovers??

    By Guest alc, June 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2001

36. Combined Plan with Multiple Contribution Formulas

    By Guest Ralph, June 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • PMC
    • June 8, 2001

37. True Up Matching Contributions

    By Guest Kimberly Flett, June 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • June 7, 2001

38. 402(g) excess deferral not refunded by April 15

    By Guest GMedley, June 5, 2001
    • 7 replies
    • 6.8k views
    • 
    • R. Butler
    • June 7, 2001

39. Employee 401(k) as an Employer Contribution

    By Bri, June 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 7, 2001

40. Safe Harbor Enhanced Match

    By DP, June 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 7, 2001

41. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • June 6, 2001

42. Hardship Withdrawal Requirements

    By Guest Kelly Igel, June 6, 2001
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • June 6, 2001

43. 401(k) safe harbor -- Spin off

    By Jean, June 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • June 4, 2001

44. 401k: MAxing out pre-tax contributions and the effect on employeer con

    By Guest mowgie, June 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 3, 2001

45. Two Section 415 limits in unrelated companies.

    By Guest, May 3, 2001
    • 16 replies
    • 3.9k views
    • 
    • Guest
    • June 3, 2001

46. Gramm-Leach-Bliley Privacy Notices and 401(k) Plans

    By Guest T C Farnam, June 1, 2001
    • 3 replies
    • 2.2k views
    • 
    • Jon Chambers
    • June 1, 2001

47. Can the 401(k) hardship safe harbors and facts-and-circumstances tests

    By John A, December 10, 1999
    • 5 replies
    • 2.5k views
    • 
    • KJohnson
    • June 1, 2001

48. I have a question on excludable employees within a 401k Plan.

    By Guest Michael Anderson, June 1, 2001
    • 5 replies
    • 2.4k views
    • 
    • actuarysmith
    • June 1, 2001

49. IRS Plan Audit

    By Guest jim williams, May 31, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • June 1, 2001

50. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 1, 2001