401(k) Plans

19,317 topics in this forum

1. Changing entry dates

   By R. Butler, May 10, 2001
   • 4 replies
   • 2k views
   • 
   • wmyer
   • May 11, 2001

2. What do you do if a person does not have enough money in his/her accou

   By Guest UKH, May 10, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 11, 2001

3. Can "true-up" matching contributions be made on a payroll pe

   By EGB, May 23, 2000
   • 14 replies
   • 6.1k views
   • 
   • R. Butler
   • May 11, 2001

4. Need a good Plan document!

   By Guest FREE401k, May 10, 2001
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • May 10, 2001

5. Top Heavy Agrgregation

   By KJohnson, February 25, 2000
   • 12 replies
   • 2.4k views
   • 
   • Guest
   • May 10, 2001

6. Is a plan permissible for one class of employees of an employer while

   By Guest Pat Metallic, May 10, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 10, 2001

7. 401(a)17 and Matching contributions.

   By Guest marie kelly, May 9, 2001
   • 6 replies
   • 2.5k views
   • 
   • Medusa
   • May 10, 2001

8. Can a retirement plan by adopted by only one of two corporations owned

   By Guest Pat Metallic, May 8, 2001
   • 7 replies
   • 1.9k views
   • 
   • Moe Howard
   • May 10, 2001

9. Failure to make timely corrective distribution for Excess Contribution

   By James Matt Ullakko, April 30, 2001
   • 7 replies
   • 2.7k views
   • 
   • James Matt Ullakko
   • May 9, 2001

10. Effects of a change in partnership on a 401(k) plan

    By Guest Pat Metallic, April 24, 2001
    • 1 reply
    • 1.8k views
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    • BeckyMiller
    • May 9, 2001

11. Successor plan does not want to accept deferrals from acquired plan du

    By Guest LMalone, May 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 9, 2001

12. HCEs and nondiscrimination test

    By Guest dhoetger, May 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 9, 2001

13. Mechanics of funding deferrals of partners in a partnership (law firm)

    By Guest Melissa Winslow, March 28, 2000
    • 4 replies
    • 2.5k views
    • 
    • Ervin Barham
    • May 8, 2001

14. Multiple Employer Plan

    By R. Butler, February 6, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • May 8, 2001

15. Is it or isn't it...?

    By Ervin Barham, May 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • May 8, 2001

16. What to do with 401K plan / college savings

    By Guest nathannah, May 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2001

17. When is Layoff considered Separation of Service?

    By Guest JasonElliott, May 8, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 8, 2001

18. Can plan document of Parent corp's defined contribution plan exclude e

    By Moe Howard, May 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • May 8, 2001

19. 12/30 Plan year-end to 12/31 Plan year-end?

    By Guest gkaley, May 4, 2001
    • 4 replies
    • 1.7k views
    • 
    • Wessex
    • May 7, 2001

20. Increasing eligibility requirements

    By Guest Marshall Franklin, May 7, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 7, 2001

21. Hardship Withdrawal Request - What if there isn't enough to fund need

    By Guest EMozley, May 4, 2001
    • 2 replies
    • 1.9k views
    • 
    • Moe Howard
    • May 5, 2001

22. Can plan tie matching contribution to measurable job performance crite

    By Guest KevinGordon, May 2, 2001
    • 9 replies
    • 2.6k views
    • 
    • Medusa
    • May 5, 2001

23. Rollover to employer 401k plan from an IRA that may contain contributi

    By Guest Cliff Langwith, May 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2001

24. How is a fiduciary penalized for engaging in a "conflict of inter

    By Moe Howard, May 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Jon Chambers
    • May 3, 2001

25. Information needed in regard to an audit signed by an actuary for a 40

    By Guest Michael Anderson, May 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2001

26. Client has an Money Purchase Plan and now wants a 401(k). Can they ha

    By Guest michaelv, May 2, 2001
    • 5 replies
    • 2.2k views
    • 
    • Moe Howard
    • May 3, 2001

27. Trustee EIN

    By Guest trojaninvestor, May 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 3, 2001

28. Annual Additions--include dependent care account?

    By Guest Martha A. Hayner, May 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 2, 2001

29. Coverage for controlled group with separeate plans

    By MR, April 30, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2001

30. Forfeiture of Related Match from ADP Test Failure

    By Guest KB, May 1, 2001
    • 1 reply
    • 4k views
    • 
    • MWeddell
    • May 2, 2001

31. BIS and Rehire

    By Guest russo40, May 1, 2001
    • 1 reply
    • 2.4k views
    • 
    • R. Butler
    • May 2, 2001

32. What is correction for excluding eligible employees?

    By Guest GMedley, May 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 2, 2001

33. Administrative Guidelines

    By Guest Tom Antonielli, May 1, 2001
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • May 2, 2001

34. 401(k) average matching contributions from technology companies

    By Guest Mike Lanio, April 24, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 1, 2001

35. Early withdrawal penalty on earnings attributable to after-tax contrib

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

36. rollover contributions by former employees

    By Guest Marshall Franklin, April 27, 2001
    • 2 replies
    • 2.5k views
    • 
    • MWeddell
    • May 1, 2001

37. I am currently analyzing the feasibility of changing our 401(k) vendo

    By Guest Nicolas Correa, April 24, 2001
    • 6 replies
    • 2.5k views
    • 
    • Jon Chambers
    • April 30, 2001

38. Leased Employees and HCE determination

    By Guest andmik, April 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 30, 2001

39. Can you exclude refunded deferrals from account balances for calculati

    By Guest pension222, April 26, 2001
    • 7 replies
    • 2.6k views
    • 
    • Medusa
    • April 30, 2001

40. Employer has exceeded 15% deductibility limit.

    By Guest Sara H, April 26, 2001
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • April 30, 2001

41. Different match formulas for part-time and full-time employees?

    By Guest MES, April 27, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • April 30, 2001

42. Involuntary rollovers from terminated 401(k) plan to IRA established w

    By Guest Norma Sharara, April 24, 2001
    • 2 replies
    • 2.6k views
    • 
    • Earl
    • April 30, 2001

43. Self employment income; do you begin with Net C - 1/2 SE tax or (Net C

    By R. Butler, April 9, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 2001

44. Same desk rule help requested

    By Guest boberlander, April 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2001

45. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 26, 2001

46. Suggestions for a GREAT 401(k)company? Administration and fund select

    By Guest Jennifer M., April 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • April 25, 2001

47. Elimination of 401(k) match and vesting

    By Guest benefitsanalyst, March 5, 2001
    • 6 replies
    • 2.3k views
    • 
    • KJohnson
    • April 25, 2001

48. 404 Deduction Limits and annual additions - question about timing.

    By James Matt Ullakko, April 24, 2001
    • 6 replies
    • 2.4k views
    • 
    • John A
    • April 25, 2001

49. Timeframe for one-year suspension, of elective deferrals to 401(k) arr

    By James Matt Ullakko, April 24, 2001
    • 4 replies
    • 2k views
    • 
    • R. Butler
    • April 25, 2001

50. 5310-A Question

    By Guest Phil L., April 25, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 25, 2001