401(k) Plans

19,450 topics in this forum

1. State elective withholding

   By Guest andmik, July 26, 2001
   • 4 replies
   • 2.1k views
   • 
   • pmacduff
   • July 27, 2001

2. Top heavy rules for 2002

   By Guest leigh.lindsey, July 16, 2001
   • 1 reply
   • 1.7k views
   • 
   • John A
   • July 26, 2001

3. Requirements for eliminating optional forms?

   By John A, July 26, 2001
   • 0 replies
   • 1.4k views
   • 
   • John A
   • July 26, 2001

4. termination of (k) portion of KSOP prior to corporate merger

   By EGB, July 26, 2001
   • 0 replies
   • 1.4k views
   • 
   • EGB
   • July 26, 2001

5. Salary Deferral contributions and Sections 404 deduction limits

   By Guest Amy Harle, July 26, 2001
   • 1 reply
   • 1.5k views
   • 
   • wmyer
   • July 26, 2001

6. break in service

   By k man, July 25, 2001
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • July 26, 2001

7. New owner continue plan of bankrupt co.?

   By John A, July 25, 2001
   • 0 replies
   • 1.4k views
   • 
   • John A
   • July 25, 2001

8. Asset Management Fees

   By Guest pension222, July 23, 2001
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • July 25, 2001

9. Plan Termination Question

   By card, July 24, 2001
   • 1 reply
   • 1.6k views
   • 
   • RCK
   • July 25, 2001

10. termination of old pension plan

    By Guest michael4509, July 17, 2001
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • July 24, 2001

11. Sch C.

    By MR, July 23, 2001
    • 0 replies
    • 1.7k views
    • 
    • MR
    • July 23, 2001

12. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 23, 2001

13. When companies buy divisions 401K handling? Does PLR 200036048 apply

    By Guest Almost55, July 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2001

14. Deferral From Bonus Paid After Severance

    By Guest CJK, July 20, 2001
    • 4 replies
    • 4.7k views
    • 
    • MWeddell
    • July 23, 2001

15. Distributing NUA with after-tax employee contributions

    By Guest Richard Plant, July 20, 2001
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • July 23, 2001

16. Can I roll over my 401(k) moneys into a Roth IRA?

    By Guest kevking, October 21, 2000
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • July 21, 2001

17. Form 5330

    By Guest mwest, July 17, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 20, 2001

18. Vesting to Use for ACP test failure

    By Guest Steve C., July 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • July 20, 2001

19. Participation starts when?

    By Guest cpamichael, July 19, 2001
    • 6 replies
    • 1.8k views
    • 
    • Earl
    • July 20, 2001

20. Proving a Hardship

    By Guest pentex, July 19, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 19, 2001

21. Allocation of forfeitures

    By Guest moorhan, July 19, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 19, 2001

22. Vesting Changes Under EGTRRA

    By Guest yerisa, July 19, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 19, 2001

23. Hardship Withdrawals

    By Guest moorhan, July 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • July 19, 2001

24. Employer Match on "Catch-Up" Contribution?

    By Guest glhotdog, July 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • July 19, 2001

25. Question about employer stock?

    By Guest lawdawg, July 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • July 19, 2001

26. Combining 403(b) and 401(k)

    By k man, July 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • k man
    • July 18, 2001

27. Repeal of 457 offset

    By jlf, July 16, 2001
    • 9 replies
    • 2.3k views
    • 
    • davef
    • July 18, 2001

28. EGTRRA's impact on income averaging

    By Guest Ralph, July 18, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 18, 2001

29. One Plan Term, New Plan Start, Waiting period?

    By Guest James Osterhaus, June 28, 2001
    • 4 replies
    • 2k views
    • 
    • MWeddell
    • July 18, 2001

30. 401k pre-tax vs. post-tax

    By Guest stevemurdock, July 16, 2001
    • 3 replies
    • 4.3k views
    • 
    • Guest
    • July 18, 2001

31. Fighting for a better 401(k)....

    By Guest blltnyc, July 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2001

32. Audit Triggers

    By Guest Laura, July 12, 2001
    • 10 replies
    • 3.7k views
    • 
    • AndyH
    • July 17, 2001

33. Paperless loans

    By k man, July 17, 2001
    • 2 replies
    • 2.1k views
    • 
    • k man
    • July 17, 2001

34. Plan Expenses

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

35. 401(k) Committee Charter

    By Guest Darryl, July 16, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • July 16, 2001

36. 401 (k) Employer Requirements

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

37. Employer Contributions

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

38. Deductability of QNC

    By Guest Ella, July 13, 2001
    • 3 replies
    • 3.4k views
    • 
    • QDROphile
    • July 14, 2001

39. Hardship withdrawal -- Definition of medical expense?

    By Guest DebM, July 13, 2001
    • 2 replies
    • 4.6k views
    • 
    • Guest
    • July 13, 2001

40. Bankruptcy in 401k Plans

    By Guest JEP, July 13, 2001
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • July 13, 2001

41. Top Heavy Vesting

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

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

    By jlf, July 11, 2001
    • 4 replies
    • 2k views
    • 
    • david rigby
    • July 13, 2001

43. Using match forfeitures for QNC

    By Guest Ella, July 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 13, 2001

44. Deduction Limits

    By Fred Payne, July 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • Fred Payne
    • July 12, 2001

45. Change of employment to foreign plan sponsor

    By John A, July 11, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 12, 2001

46. Massachusetts State Taxes on Distributions

    By Guest CHRISTA, June 28, 2001
    • 6 replies
    • 10.1k views
    • 
    • AndyH
    • July 11, 2001

47. Advocacy - I Need Someone's Help

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

48. Increased Deduction Limits

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

49. Hardship withdrawals - administrator resposibilities?

    By Guest LisaPA, July 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2001

50. One-time irrevocable election

    By Richard Anderson, July 6, 2001
    • 9 replies
    • 7k views
    • 
    • Guest
    • July 9, 2001