401(k) Plans

19,298 topics in this forum

1. Elapsed time vs. actual method

   By k man, March 28, 2000
   • 3 replies
   • 5.6k views
   • 
   • Guest
   • April 18, 2001

2. When is a loan in default?

   By Guest DWARD, September 13, 2000
   • 5 replies
   • 3k views
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   • MWeddell
   • April 18, 2001

3. Termination of 401(k) plan

   By Guest bujjigundu, April 16, 2001
   • 4 replies
   • 1.9k views
   • 
   • Richard Anderson
   • April 17, 2001

4. Any statutory rule against one-year hold-out from 401(k) deferrals for

   By John A, April 17, 2001
   • 8 replies
   • 2.9k views
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   • Richard Anderson
   • April 17, 2001

5. Approved Surety Providers

   By Guest Emiliano, April 17, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • April 17, 2001

6. Settlor or Plan Expense?

   By Guest P Larson, April 16, 2001
   • 2 replies
   • 2.6k views
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   • Jon Chambers
   • April 17, 2001

7. Can payments made after termination of employment (severance, disabili

   By EGB, February 23, 2000
   • 3 replies
   • 3.7k views
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   • Guest
   • April 16, 2001

8. Forfeitures used to reduce employer contribution.

   By Guest Giovanni, March 30, 2001
   • 6 replies
   • 2.1k views
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   • Guest
   • April 16, 2001

9. Should a CODA plan be designed(or amended) to comply with the Safe Har

   By Guest Alex Calin, July 5, 1999
   • 5 replies
   • 1.5k views
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   • Guest
   • April 15, 2001

10. Forfeitures used to reduce ER contrib

    By Guest LAAllen, April 14, 2001
    • 1 reply
    • 1.5k views
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    • wmyer
    • April 14, 2001

11. Hardship distribution for Terminated Participant

    By Guest Tracy H, April 10, 2001
    • 6 replies
    • 4.3k views
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    • Guest
    • April 14, 2001

12. prospectus delivery

    By Scuba 401, December 27, 1999
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • April 13, 2001

13. Partnership Contribution Deductions

    By Guest SHP, April 9, 2001
    • 5 replies
    • 3.4k views
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    • Guest
    • April 12, 2001

14. Partner comp: include or exclude matching contribution for partner?

    By Guest Jane Francis, April 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • April 12, 2001

15. Does compensation have to be full year for Average Benefit Percentage

    By John A, April 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • John A
    • April 12, 2001

16. Distribution rolloever contained "ineligible" amounts-record

    By Guest SusanS, May 1, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 12, 2001

17. Top Heavy Test, Key in current plan year, but not last year.

    By Jean, April 10, 2001
    • 8 replies
    • 1.8k views
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    • david rigby
    • April 12, 2001

18. Plan Termination and 401(k) Loan

    By Guest benefitsanalyst, April 12, 2001
    • 3 replies
    • 11.3k views
    • 
    • actuarysmith
    • April 12, 2001

19. 5330's and Late 401(k) Contributions

    By Guest erisafried, April 10, 2001
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • April 12, 2001

20. < $5,000 involuntary cashouts with decline in market.

    By Guest Diane DuFresne, April 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 11, 2001

21. QTIP contains deceased spouses company. Is the ownership of the compa

    By Guest JEP, April 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

22. "brief exclusion" of an eligible employee from a 401(k) plan

    By Guest MES, April 11, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2001

23. For 1999 plan year, when does a QNEC have to be deposited to satisfy t

    By eilano, April 10, 2001
    • 7 replies
    • 2.4k views
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    • Richard Anderson
    • April 11, 2001

24. "Standardized" Adoption Agreement and Controlled Group

    By PMC, April 4, 2001
    • 5 replies
    • 3k views
    • 
    • Bob R
    • April 11, 2001

25. OK for a 401(k) plan to have 33% of assets in Employer Stock?

    By Richard Anderson, April 10, 2001
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • April 11, 2001

26. For 15% calculation purposes do you subtract deferrals before applying

    By R. Butler, April 9, 2001
    • 19 replies
    • 4.1k views
    • 
    • Guest
    • April 11, 2001

27. Notice before mandatory distribution/payoff for 401k loan

    By Guest Janice J, April 9, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 9, 2001

28. Is normal retirement age a protected benefit?

    By Guest UKH, April 9, 2001
    • 2 replies
    • 5.1k views
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    • david rigby
    • April 9, 2001

29. What is the status of "same desk" employees if their new emp

    By Guest Craig Smith, March 23, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 9, 2001

30. Simple 401(k)-exclusive plan requirement

    By AndyH, April 5, 2001
    • 9 replies
    • 2.7k views
    • 
    • Appleby
    • April 9, 2001

31. Plan Expenses

    By Guest PTWIN, April 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 9, 2001

32. Control Group Question

    By Guest Don J. Smith, April 6, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 6, 2001

33. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
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    • Richard Anderson
    • April 6, 2001

34. How can a person defer on tip wages if base wages are lower than the d

    By Guest Marie Velen, March 1, 2001
    • 7 replies
    • 3.3k views
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    • Medusa
    • April 6, 2001

35. Would beneficiary witnessing signature invalidate designation?

    By Guest FREE401k, March 29, 2001
    • 16 replies
    • 7.8k views
    • 
    • Guest
    • April 6, 2001

36. Scrivener's error in safe harbor notice?

    By Guest Kelly Igel, April 4, 2001
    • 2 replies
    • 2.2k views
    • 
    • rcline46
    • April 5, 2001

37. New investment company won't accept third party rollover check.

    By Guest James Osterhaus, April 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • April 5, 2001

38. sample "true-up" provision for matching contributions

    By Dawn Hafner, January 26, 2000
    • 3 replies
    • 4k views
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    • MWeddell
    • April 4, 2001

39. As an employer making a company match on a 401(k) Plan, does the compa

    By Guest MaryP, April 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2001

40. Is employers 401k deduction calculated properly?

    By Guest davida, March 24, 2001
    • 9 replies
    • 30.3k views
    • 
    • rcline46
    • April 4, 2001

41. Rollover from SEP to 401(k)

    By Guest Tracy H, April 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bill Berke
    • April 3, 2001

42. Can a participant purchase stock in his directed account of a company

    By Guest, March 27, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • April 3, 2001

43. Safe harbor - Employee Contributions

    By PMC, March 16, 2001
    • 6 replies
    • 2.3k views
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    • Richard Anderson
    • April 3, 2001

44. How much notice must employees be given of 401(k) change?

    By Guest Attyinaz, March 21, 2001
    • 7 replies
    • 3.3k views
    • 
    • QDROphile
    • April 3, 2001

45. How to get your 401(k) plan changed

    By Guest Clifton Linton, April 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2001

46. May non-union members in "right to work" states be tested

    By Guest Jose Rosario, March 30, 2001
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • April 2, 2001

47. Is it discriminatory in a self-directed plan to offer an investment wi

    By Guest Tara Curran, March 28, 2001
    • 3 replies
    • 1.9k views
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    • actuarysmith
    • April 2, 2001

48. Abusing the match safe harbor: Does low NHCE participation result in

    By Guest michaelv, April 2, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2001

49. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

50. Safe harbor 401(k) plan for only part of a controlled group?

    By John A, April 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • April 2, 2001