401(k) Plans

19,401 topics in this forum

1. ADP Refunds in Top Heavy Calculation

   By Guest SBlack, June 19, 2001
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • June 19, 2001

2. 410(b) transition rule and ADP testing

   By Guest LMalone, June 14, 2001
   • 5 replies
   • 9.6k views
   • 
   • Bob R
   • June 19, 2001

3. Qnec's and prior year testing

   By Guest CGBS, June 18, 2001
   • 1 reply
   • 1.7k views
   • 
   • Bob R
   • June 19, 2001

4. Stopping discretionary match mid-year revisited

   By John A, June 18, 2001
   • 0 replies
   • 1.9k views
   • 
   • John A
   • June 18, 2001

5. Change requirement of eligibility

   By Guest LTurner, June 15, 2001
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • June 18, 2001

6. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

   By Guest Eric Cernyar, June 9, 2001
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • June 15, 2001

7. Effective date of new 401(k)

   By k man, June 13, 2001
   • 4 replies
   • 4.1k views
   • 
   • bzorc
   • June 14, 2001

8. Plan Termination

   By Guest lforesz, June 13, 2001
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • June 14, 2001

9. Shared Employees

   By Guest Tara Curran, June 8, 2001
   • 3 replies
   • 2k views
   • 
   • Moe Howard
   • June 13, 2001

10. 402(f) notice software

    By Guest RONNIE WASEL, June 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2001

11. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2001

12. Our Plan is top heavy - HELP

    By Guest BJW, May 23, 2001
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • June 12, 2001

13. Investment Allocation for Forfeitures

    By Guest Kelly Igel, June 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • pmacduff
    • June 12, 2001

14. questionable match formula

    By AndyH, June 8, 2001
    • 21 replies
    • 2.8k views
    • 
    • Tom Poje
    • June 12, 2001

15. 401k Plans

    By Guest BillFlann, June 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • June 12, 2001

16. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • June 11, 2001

17. Cpntrolled group for only part of plan year

    By Guest LMalone, June 10, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 2001

18. Negative Elections

    By Guest LaneWest, June 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2001

19. Simple Rollovers??

    By Guest alc, June 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2001

20. Combined Plan with Multiple Contribution Formulas

    By Guest Ralph, June 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • PMC
    • June 8, 2001

21. True Up Matching Contributions

    By Guest Kimberly Flett, June 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • June 7, 2001

22. 402(g) excess deferral not refunded by April 15

    By Guest GMedley, June 5, 2001
    • 7 replies
    • 7k views
    • 
    • R. Butler
    • June 7, 2001

23. Employee 401(k) as an Employer Contribution

    By Bri, June 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 7, 2001

24. Safe Harbor Enhanced Match

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

25. Tax liability on Deceased unpaid loan

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

26. Hardship Withdrawal Requirements

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

27. 401(k) safe harbor -- Spin off

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

28. 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

29. Two Section 415 limits in unrelated companies.

    By Guest, May 3, 2001
    • 16 replies
    • 4.3k views
    • 
    • Guest
    • June 3, 2001

30. 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

31. 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

32. 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

33. IRS Plan Audit

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

34. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 1, 2001

35. Annual Notice for Auto Enrollees

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

36. 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

37. family attribution

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

38. 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

39. 404(c) and invesment managers

    By k man, May 29, 2001
    • 3 replies
    • 1.8k views
    • 
    • Jon Chambers
    • May 30, 2001

40. Question on new 401K Limits

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

41. 401(k) plan with annuities and loans

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

42. 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

43. 401K disbursement

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

44. Section 457 plan as successor plan.

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

45. 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

46. 415 Testing of two plans with differing Limitation years

    By Guest andmik, May 29, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • May 29, 2001

47. prohibited transactions- avoiding liabiiity

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

48. avoiding and correcting liability for prohibited transactions

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

49. Do we have a Multiple Employer plan?

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

50. plan asset question

    By Guest RBeck, May 24, 2001
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • May 29, 2001