401(k) Plans

19,298 topics in this forum

1. Increasing eligibility requirements

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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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
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   • Moe Howard
   • May 3, 2001

8. Trustee EIN

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

9. Annual Additions--include dependent care account?

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

10. Coverage for controlled group with separeate plans

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

11. Forfeiture of Related Match from ADP Test Failure

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

12. BIS and Rehire

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

13. What is correction for excluding eligible employees?

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

14. Administrative Guidelines

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

15. 401(k) average matching contributions from technology companies

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

16. 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

17. rollover contributions by former employees

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

18. 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

19. Leased Employees and HCE determination

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

20. 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

21. Employer has exceeded 15% deductibility limit.

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

22. 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

23. 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

24. 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

25. Same desk rule help requested

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

26. Rollovers and Distributions

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

27. 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

28. Elimination of 401(k) match and vesting

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

29. 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

30. 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

31. 5310-A Question

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

32. Help with QNEC calculation.

    By Guest Francie Purnell, April 25, 2001
    • 4 replies
    • 6.4k views
    • 
    • Guest
    • April 25, 2001

33. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • April 24, 2001

34. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

    By Guest France, April 21, 2001
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 24, 2001

35. Is there a problem where the trustee owns employer stock when it is al

    By Guest lawdawg, March 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 24, 2001

36. How do you compute vesting when service crediting method and computati

    By Guest mo again, April 20, 2001
    • 2 replies
    • 2.4k views
    • 
    • Alf
    • April 23, 2001

37. Earned income calculation when PLC members have separate expenses to a

    By Guest Diane DuFresne, April 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • April 21, 2001

38. Can a non-trusteed plan be placed on a prototype adoption agreement?

    By Guest Powers, April 12, 2001
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • April 20, 2001

39. Purchase of land - "purchase of primary residence"???

    By Guest CJK, April 18, 2001
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • April 20, 2001

40. Incorrect timing of forfeitures.

    By Guest UKH, April 18, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 19, 2001

41. Top heavy contributions for new EEs

    By Guest PAUL DUGAN, April 18, 2001
    • 4 replies
    • 1.6k views
    • 
    • Richard Anderson
    • April 19, 2001

42. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 3.6k views
    • 
    • RCK
    • April 19, 2001

43. Related employers - NOND testing, mandatory aggregation, permissive ag

    By James Matt Ullakko, April 15, 2001
    • 4 replies
    • 2.9k views
    • 
    • James Matt Ullakko
    • April 19, 2001

44. Former employer sues over blackout period

    By Guest smmay, April 18, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 18, 2001

45. Min Coverage rules for a company having both DB and DC plan.

    By Guest cascigm, April 17, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 18, 2001

46. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel, April 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • April 18, 2001

47. 401(k) Portion of PSP Plan Need Own Tax ID No.?

    By chris, April 18, 2001
    • 4 replies
    • 2k views
    • 
    • actuarysmith
    • April 18, 2001

48. how much TIME???????

    By Guest kase59, April 17, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 2001

49. Min Coverage Testing in light of contribution eligibility amendment to

    By Guest cascigm, April 17, 2001
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 18, 2001

50. When is a participant loan "made"? When they call or when t

    By Guest Cliff Langwith, April 17, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • April 18, 2001