401(k) Plans

19,319 topics in this forum

1. 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

2. 5310-A Question

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

3. Help with QNEC calculation.

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

4. 2001 Corrective Distribution taxable in 2000. Some tax software packa

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

5. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

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

6. 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
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   • Guest
   • April 24, 2001

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

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

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

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

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

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

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

    By Guest CJK, April 18, 2001
    • 1 reply
    • 3.4k views
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    • Guest
    • April 20, 2001

11. Incorrect timing of forfeitures.

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

12. Top heavy contributions for new EEs

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

13. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 3.7k views
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    • RCK
    • April 19, 2001

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

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

15. Former employer sues over blackout period

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

16. 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

17. 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

18. 401(k) Portion of PSP Plan Need Own Tax ID No.?

    By chris, April 18, 2001
    • 4 replies
    • 2.1k views
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    • actuarysmith
    • April 18, 2001

19. how much TIME???????

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

20. 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

21. 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

22. Elapsed time vs. actual method

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

23. When is a loan in default?

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

24. Termination of 401(k) plan

    By Guest bujjigundu, April 16, 2001
    • 4 replies
    • 2k views
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    • Richard Anderson
    • April 17, 2001

25. 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

26. Approved Surety Providers

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

27. 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

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

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

29. Forfeitures used to reduce employer contribution.

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

30. 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
    • 
    • Guest
    • April 15, 2001

31. Forfeitures used to reduce ER contrib

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

32. Hardship distribution for Terminated Participant

    By Guest Tracy H, April 10, 2001
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • April 14, 2001

33. prospectus delivery

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

34. Partnership Contribution Deductions

    By Guest SHP, April 9, 2001
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • April 12, 2001

35. 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

36. 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

37. Distribution rolloever contained "ineligible" amounts-record

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

38. 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

39. Plan Termination and 401(k) Loan

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

40. 5330's and Late 401(k) Contributions

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

41. < $5,000 involuntary cashouts with decline in market.

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

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

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

43. "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

44. 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

45. "Standardized" Adoption Agreement and Controlled Group

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

46. 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
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    • Jon Chambers
    • April 11, 2001

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

    By R. Butler, April 9, 2001
    • 19 replies
    • 4.2k views
    • 
    • Guest
    • April 11, 2001

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

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

49. Is normal retirement age a protected benefit?

    By Guest UKH, April 9, 2001
    • 2 replies
    • 5.2k views
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    • david rigby
    • April 9, 2001

50. 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