401(k) Plans

19,489 topics in this forum

1. Investment Allocation for Forfeitures

   By Guest Kelly Igel, June 12, 2001
   • 2 replies
   • 2.1k views
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   • pmacduff
   • June 12, 2001

2. questionable match formula

   By AndyH, June 8, 2001
   • 21 replies
   • 3.2k views
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   • Tom Poje
   • June 12, 2001

3. 401k Plans

   By Guest BillFlann, June 11, 2001
   • 1 reply
   • 1.6k views
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   • R. Butler
   • June 12, 2001

4. Change of Valuation Period

   By Hoard1, June 10, 2001
   • 4 replies
   • 2.2k views
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   • MWeddell
   • June 11, 2001

5. Cpntrolled group for only part of plan year

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

6. Negative Elections

   By Guest LaneWest, June 9, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • June 9, 2001

7. Simple Rollovers??

   By Guest alc, June 8, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • June 8, 2001

8. Combined Plan with Multiple Contribution Formulas

   By Guest Ralph, June 7, 2001
   • 3 replies
   • 1.7k views
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   • PMC
   • June 8, 2001

9. True Up Matching Contributions

   By Guest Kimberly Flett, June 7, 2001
   • 1 reply
   • 2k views
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   • rcline46
   • June 7, 2001

10. 402(g) excess deferral not refunded by April 15

    By Guest GMedley, June 5, 2001
    • 7 replies
    • 7.2k views
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    • R. Butler
    • June 7, 2001

11. Employee 401(k) as an Employer Contribution

    By Bri, June 7, 2001
    • 1 reply
    • 1.7k views
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    • rcline46
    • June 7, 2001

12. Safe Harbor Enhanced Match

    By DP, June 6, 2001
    • 1 reply
    • 1.8k views
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    • Tom Poje
    • June 7, 2001

13. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.5k views
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    • Medusa
    • June 6, 2001

14. Hardship Withdrawal Requirements

    By Guest Kelly Igel, June 6, 2001
    • 4 replies
    • 2.4k views
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    • MWeddell
    • June 6, 2001

15. 401(k) safe harbor -- Spin off

    By Jean, June 4, 2001
    • 1 reply
    • 1.7k views
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    • rcline46
    • June 4, 2001

16. 401k: MAxing out pre-tax contributions and the effect on employeer con

    By Guest mowgie, June 3, 2001
    • 1 reply
    • 1.7k views
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    • wmyer
    • June 3, 2001

17. Two Section 415 limits in unrelated companies.

    By Guest, May 3, 2001
    • 16 replies
    • 4.7k views
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    • Guest
    • June 3, 2001

18. Gramm-Leach-Bliley Privacy Notices and 401(k) Plans

    By Guest T C Farnam, June 1, 2001
    • 3 replies
    • 2.4k views
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    • Jon Chambers
    • June 1, 2001

19. Can the 401(k) hardship safe harbors and facts-and-circumstances tests

    By John A, December 10, 1999
    • 5 replies
    • 2.7k views
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    • KJohnson
    • June 1, 2001

20. I have a question on excludable employees within a 401k Plan.

    By Guest Michael Anderson, June 1, 2001
    • 5 replies
    • 2.7k views
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    • actuarysmith
    • June 1, 2001

21. IRS Plan Audit

    By Guest jim williams, May 31, 2001
    • 2 replies
    • 1.9k views
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    • Jon Chambers
    • June 1, 2001

22. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.6k views
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    • Tom Poje
    • June 1, 2001

23. Annual Notice for Auto Enrollees

    By Guest Jose Rosario, May 31, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • May 31, 2001

24. ERISA 404(c) - Investment Information: Make Available vs. Actually De

    By Guest EMC, February 13, 2001
    • 21 replies
    • 4.6k views
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    • k man
    • May 31, 2001

25. family attribution

    By Guest ROB VIDOVICH, May 31, 2001
    • 1 reply
    • 2k views
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    • R. Butler
    • May 31, 2001

26. Can't locate former 401(k) plan participants--what's the next step?

    By Guest pstowers, August 11, 1999
    • 9 replies
    • 3.2k views
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    • Medusa
    • May 31, 2001

27. 404(c) and invesment managers

    By k man, May 29, 2001
    • 3 replies
    • 1.9k views
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    • Jon Chambers
    • May 30, 2001

28. Question on new 401K Limits

    By Guest chezelle, May 29, 2001
    • 2 replies
    • 1.8k views
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    • stephen
    • May 30, 2001

29. 401(k) plan with annuities and loans

    By Guest Theresa Irvin, May 30, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • May 30, 2001

30. Safe Harbor nonelective contribution-can it be company stock?

    By Guest Bill MM, May 30, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • May 30, 2001

31. 401K disbursement

    By Guest celias, May 30, 2001
    • 0 replies
    • 2k views
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    • Guest
    • May 30, 2001

32. Section 457 plan as successor plan.

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

33. 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

34. 415 Testing of two plans with differing Limitation years

    By Guest andmik, May 29, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 29, 2001

35. prohibited transactions- avoiding liabiiity

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • May 29, 2001

36. avoiding and correcting liability for prohibited transactions

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 29, 2001

37. Do we have a Multiple Employer plan?

    By Guest willoughby, May 17, 2001
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • May 29, 2001

38. plan asset question

    By Guest RBeck, May 24, 2001
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • May 29, 2001

39. Are salary deferrals deposited late?

    By Guest rhp, May 24, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2001

40. What can an employer do with unclaimed money?

    By Guest Adriana Hook, May 22, 2001
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • May 25, 2001

41. Participant becomes Excludable Employee

    By Guest jim williams, May 24, 2001
    • 1 reply
    • 2k views
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    • R. Butler
    • May 24, 2001

42. Does a terminated employee get the right to renegotiate a loan if the

    By Bri, May 24, 2001
    • 1 reply
    • 1.9k views
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    • MWeddell
    • May 24, 2001

43. What needs ot be done to reinstate a 401K plan?

    By Guest Amy Severson, May 24, 2001
    • 1 reply
    • 1.6k views
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    • RCK
    • May 24, 2001

44. contributions considered in top-heavy minimum calculation

    By Guest EBC, May 23, 2001
    • 2 replies
    • 1.9k views
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    • david rigby
    • May 24, 2001

45. Foreign 401(k) Participants

    By Guest CHRISTA, May 22, 2001
    • 3 replies
    • 2.4k views
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    • Guest
    • May 24, 2001

46. Is it possible to withdraw 401K funds prior to retirement?

    By Guest Carl C, May 23, 2001
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • May 23, 2001

47. Same Desk Rule and eligibility

    By Guest Kimberly Hlavacek, May 23, 2001
    • 1 reply
    • 1.8k views
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    • rcline46
    • May 23, 2001

48. Affiliated Service Groups

    By Dawn Hafner, May 23, 2001
    • 0 replies
    • 1.7k views
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    • Dawn Hafner
    • May 23, 2001

49. Does the same desk rule apply if the new and old employers are not rel

    By John A, May 18, 2001
    • 3 replies
    • 2.1k views
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    • MWeddell
    • May 23, 2001

50. Safe Harbor Plan

    By PMC, May 22, 2001
    • 0 replies
    • 1.6k views
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    • PMC
    • May 22, 2001