401(k) Plans

19,317 topics in this forum

1. Annual Notice for Auto Enrollees

   By Guest Jose Rosario, May 31, 2001
   • 0 replies
   • 1.2k views
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   • Guest
   • May 31, 2001

2. ERISA 404(c) - Investment Information: Make Available vs. Actually De

   By Guest EMC, February 13, 2001
   • 21 replies
   • 4.1k views
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   • k man
   • May 31, 2001

3. family attribution

   By Guest ROB VIDOVICH, May 31, 2001
   • 1 reply
   • 1.8k views
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   • R. Butler
   • May 31, 2001

4. Can't locate former 401(k) plan participants--what's the next step?

   By Guest pstowers, August 11, 1999
   • 9 replies
   • 2.9k views
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   • Medusa
   • May 31, 2001

5. 404(c) and invesment managers

   By k man, May 29, 2001
   • 3 replies
   • 1.7k views
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   • Jon Chambers
   • May 30, 2001

6. Question on new 401K Limits

   By Guest chezelle, May 29, 2001
   • 2 replies
   • 1.6k views
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   • stephen
   • May 30, 2001

7. 401(k) plan with annuities and loans

   By Guest Theresa Irvin, May 30, 2001
   • 2 replies
   • 1.4k views
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   • Guest
   • May 30, 2001

8. Safe Harbor nonelective contribution-can it be company stock?

   By Guest Bill MM, May 30, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • May 30, 2001

9. 401K disbursement

   By Guest celias, May 30, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • May 30, 2001

10. Section 457 plan as successor plan.

    By Guest Thornton, May 29, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • May 29, 2001

11. Can a contributory MPPP and a 457 plan co-exist?

    By Guest, May 25, 2001
    • 3 replies
    • 1.6k views
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    • Jon Chambers
    • May 29, 2001

12. 415 Testing of two plans with differing Limitation years

    By Guest andmik, May 29, 2001
    • 3 replies
    • 1.9k views
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    • Guest
    • May 29, 2001

13. prohibited transactions- avoiding liabiiity

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • May 29, 2001

14. avoiding and correcting liability for prohibited transactions

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 2001

15. Do we have a Multiple Employer plan?

    By Guest willoughby, May 17, 2001
    • 7 replies
    • 2k views
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    • Guest
    • May 29, 2001

16. plan asset question

    By Guest RBeck, May 24, 2001
    • 10 replies
    • 2.1k views
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    • Guest
    • May 29, 2001

17. Are salary deferrals deposited late?

    By Guest rhp, May 24, 2001
    • 2 replies
    • 1.7k views
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    • Guest
    • May 28, 2001

18. What can an employer do with unclaimed money?

    By Guest Adriana Hook, May 22, 2001
    • 7 replies
    • 2.7k views
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    • AndyH
    • May 25, 2001

19. Participant becomes Excludable Employee

    By Guest jim williams, May 24, 2001
    • 1 reply
    • 1.9k views
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    • R. Butler
    • May 24, 2001

20. Does a terminated employee get the right to renegotiate a loan if the

    By Bri, May 24, 2001
    • 1 reply
    • 1.7k views
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    • MWeddell
    • May 24, 2001

21. What needs ot be done to reinstate a 401K plan?

    By Guest Amy Severson, May 24, 2001
    • 1 reply
    • 1.4k views
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    • RCK
    • May 24, 2001

22. contributions considered in top-heavy minimum calculation

    By Guest EBC, May 23, 2001
    • 2 replies
    • 1.8k views
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    • david rigby
    • May 24, 2001

23. Foreign 401(k) Participants

    By Guest CHRISTA, May 22, 2001
    • 3 replies
    • 2.2k views
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    • Guest
    • May 24, 2001

24. Is it possible to withdraw 401K funds prior to retirement?

    By Guest Carl C, May 23, 2001
    • 3 replies
    • 2.2k views
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    • david rigby
    • May 23, 2001

25. Same Desk Rule and eligibility

    By Guest Kimberly Hlavacek, May 23, 2001
    • 1 reply
    • 1.7k views
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    • rcline46
    • May 23, 2001

26. Affiliated Service Groups

    By Dawn Hafner, May 23, 2001
    • 0 replies
    • 1.5k views
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    • Dawn Hafner
    • May 23, 2001

27. Does the same desk rule apply if the new and old employers are not rel

    By John A, May 18, 2001
    • 3 replies
    • 2k views
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    • MWeddell
    • May 23, 2001

28. Safe Harbor Plan

    By PMC, May 22, 2001
    • 0 replies
    • 1.4k views
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    • PMC
    • May 22, 2001

29. timing of deduction when fiscal year does not match plan year.

    By Earl, May 22, 2001
    • 0 replies
    • 1.6k views
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    • Earl
    • May 22, 2001

30. Terminating PEO Plan & Successor Plan rule

    By Guest jim williams, May 16, 2001
    • 1 reply
    • 1.9k views
    • 
    • alanm
    • May 22, 2001

31. 410(b) OR 401(a)(4)?

    By Guest gkaley, May 22, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2001

32. Client wants to make additional integrated non-elective contribution o

    By KateSmithPA, May 21, 2001
    • 2 replies
    • 1.8k views
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    • MWeddell
    • May 22, 2001

33. Limit on discretionary match

    By Disco Stu, May 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • May 22, 2001

34. Do Prototype plans get an extra year to decide current year vs. prior

    By John A, May 15, 2001
    • 1 reply
    • 1.4k views
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    • Bob R
    • May 21, 2001

35. Fidelity vs. Fiduciary Bonds?

    By Guest susan w, May 14, 2001
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • May 18, 2001

36. Can matching contributions made through part of the plan year be recha

    By Guest Pat Metallic, May 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2001

37. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

    By Guest rrocket61, May 18, 2001
    • 1 reply
    • 1.5k views
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    • Jon Chambers
    • May 18, 2001

38. Extra Match causing 415 violations/testing problems in off plan year.

    By Guest Brenda Schachle, May 16, 2001
    • 7 replies
    • 2.3k views
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    • M R Bernardin
    • May 18, 2001

39. 404(c) trade confirmations

    By k man, May 15, 2001
    • 5 replies
    • 1.9k views
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    • k man
    • May 17, 2001

40. Spinoff

    By Guest johnk4, May 15, 2001
    • 5 replies
    • 1.9k views
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    • Guest
    • May 17, 2001

41. ADP question

    By Guest Gibson, May 15, 2001
    • 3 replies
    • 1.5k views
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    • Guest
    • May 16, 2001

42. the latest CPI (Consumer Price Index) and implications for next year.

    By Guest Tom Poje, May 16, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • May 16, 2001

43. 401(k) Hardship Withdrawals

    By Guest 401kgreen, May 15, 2001
    • 5 replies
    • 2.1k views
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    • RCK
    • May 16, 2001

44. Current Year ADP/Prior Year ACP/shift MUAT?

    By Guest marie kelly, May 15, 2001
    • 1 reply
    • 2k views
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    • Guest
    • May 16, 2001

45. Tax Withholding on Corrective Distributions

    By davef, February 23, 2001
    • 3 replies
    • 5.9k views
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    • Guest
    • May 15, 2001

46. Permissive aggregation for coverage testing

    By Guest Phil L, May 14, 2001
    • 1 reply
    • 1.9k views
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    • Guest
    • May 15, 2001

47. Are 401k elective deferrals deducted as employer contributions on spon

    By David MacLennan, May 10, 2001
    • 2 replies
    • 2.7k views
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    • alanm
    • May 14, 2001

48. Farmer's Cooperatives Sponsoring 401(k) Plans

    By Guest stan, April 30, 2001
    • 4 replies
    • 2k views
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    • Guest
    • May 14, 2001

49. Required top heavy aggregation if newly promoted key's account balance

    By KJohnson, April 26, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 11, 2001

50. When is it better to make the 3% nonelective safe harbor contribution

    By chris, April 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 11, 2001