401(k) Plans

19,378 topics in this forum

1. Safe Harbor Enhanced Match

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

2. Tax liability on Deceased unpaid loan

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

3. Hardship Withdrawal Requirements

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

4. 401(k) safe harbor -- Spin off

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

5. 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

6. Two Section 415 limits in unrelated companies.

   By Guest, May 3, 2001
   • 16 replies
   • 4.1k views
   • 
   • Guest
   • June 3, 2001

7. 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

8. 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

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

   By Guest Michael Anderson, June 1, 2001
   • 5 replies
   • 2.5k views
   • 
   • actuarysmith
   • June 1, 2001

10. IRS Plan Audit

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

11. 401(k) Safe Harbor Nonelective Contribution

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

12. Annual Notice for Auto Enrollees

    By Guest Jose Rosario, May 31, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 31, 2001

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

    By Guest EMC, February 13, 2001
    • 21 replies
    • 4.2k views
    • 
    • k man
    • May 31, 2001

14. family attribution

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

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

    By Guest pstowers, August 11, 1999
    • 9 replies
    • 3k views
    • 
    • Medusa
    • May 31, 2001

16. 404(c) and invesment managers

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

17. Question on new 401K Limits

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

18. 401(k) plan with annuities and loans

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

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

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

20. 401K disbursement

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

21. Section 457 plan as successor plan.

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

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

    By Guest, May 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • Jon Chambers
    • May 29, 2001

23. 415 Testing of two plans with differing Limitation years

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

24. prohibited transactions- avoiding liabiiity

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

25. avoiding and correcting liability for prohibited transactions

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

26. Do we have a Multiple Employer plan?

    By Guest willoughby, May 17, 2001
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • May 29, 2001

27. plan asset question

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

28. Are salary deferrals deposited late?

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

29. What can an employer do with unclaimed money?

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

30. Participant becomes Excludable Employee

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

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

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

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

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

33. contributions considered in top-heavy minimum calculation

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

34. Foreign 401(k) Participants

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

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

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

36. Same Desk Rule and eligibility

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

37. Affiliated Service Groups

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

38. 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
    • 
    • MWeddell
    • May 23, 2001

39. Safe Harbor Plan

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

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

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

41. Terminating PEO Plan & Successor Plan rule

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

42. 410(b) OR 401(a)(4)?

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

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

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

44. Limit on discretionary match

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

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

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

46. Fidelity vs. Fiduciary Bonds?

    By Guest susan w, May 14, 2001
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • May 18, 2001

47. 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

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

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

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

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

50. 404(c) trade confirmations

    By k man, May 15, 2001
    • 5 replies
    • 2k views
    • 
    • k man
    • May 17, 2001