401(k) Plans

19,298 topics in this forum

1. Wrong Information in Safe Harbor Notice

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

2. Sticky Spinoff Issue

   By Scott, February 22, 2001
   • 1 reply
   • 2.2k views
   • 
   • Richard Anderson
   • February 22, 2001

3. Define contributions used in Average Benefit Test

   By Guest DJean, February 16, 2001
   • 8 replies
   • 5.4k views
   • 
   • Richard Anderson
   • February 21, 2001

4. Commissions paid after termination of employment

   By card, February 20, 2001
   • 2 replies
   • 3k views
   • 
   • card
   • February 21, 2001

5. Failing to enroll eligible participants

   By Guest ANNEBV, February 21, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • February 21, 2001

6. Continental Benefit Administrators Inc.

   By chris, February 20, 2001
   • 0 replies
   • 1.5k views
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   • chris
   • February 20, 2001

7. 410(b)(6)(C) - the meaning of "significantly changed"?

   By Guest lawdawg, February 16, 2001
   • 4 replies
   • 6.4k views
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   • Guest
   • February 20, 2001

8. Correcting 404 failures

   By Guest PatLovett, February 14, 2001
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • February 19, 2001

9. Use non-safe harbor Match for Top Heavy Minimum?

   By Guest RJM, February 15, 2001
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • February 19, 2001

10. Can the shareholder-doctors' plan have a matching contribution if the

    By dmb, February 9, 2001
    • 17 replies
    • 2.4k views
    • 
    • Guest
    • February 16, 2001

11. Unpaid Loan Balances

    By Guest wallacea, February 16, 2001
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • February 16, 2001

12. Bank Safe Harbor 401(k)-funding 3% with bank stock from holding compan

    By Guest SHP, February 16, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • February 16, 2001

13. Can a US company merge its 401k plan with a plan of its Puerto Rico su

    By Guest michaelv, February 16, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 16, 2001

14. more than 1 year of service for 401k plan

    By Guest pensionlady, February 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2001

15. limit on 401(k) con after hardship withdrawal?

    By Guest FREE401k, February 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 16, 2001

16. Multiple employer 401(k) plan question

    By bzorc, February 12, 2001
    • 11 replies
    • 2.3k views
    • 
    • Bob R
    • February 16, 2001

17. Bottom-Up QNEC for a restructured plan?

    By Guest Denise Clark, February 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • February 16, 2001

18. Statutory Exclusions when one Company buys another

    By Guest Richard Scheer, February 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • February 16, 2001

19. Anyone have a de minimis policy pertaining to returning excess contrib

    By John A, December 7, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 15, 2001

20. How are APRSC (or SCP) employer correcting contributions to make up fo

    By John A, February 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • February 15, 2001

21. 401k- Withdrawal & Hardship

    By Guest vivian918, February 15, 2001
    • 1 reply
    • 3.7k views
    • 
    • RCK
    • February 15, 2001

22. Foreign company adopting plan for US citizens in foreign country?

    By Guest Bristol, February 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2001

23. Current vs Prior Year testing

    By Guest CGBS, February 14, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 14, 2001

24. Excess contributions and excess aggregate contributions in determining

    By R. Butler, February 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

25. spouse never signed to rollover 401k???!

    By Guest sidneysheldon, February 13, 2001
    • 3 replies
    • 4.1k views
    • 
    • RCK
    • February 14, 2001

26. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

27. What Compensation is Match Based On?

    By Guest D Mitchell, February 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2001

28. Payment of investment advisory fees out of plan assets

    By k man, February 13, 2001
    • 4 replies
    • 2.2k views
    • 
    • Jon Chambers
    • February 13, 2001

29. A client of ours is starting their own "labor Pool". A way

    By Guest Chris Watt, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2001

30. RMDs: to apply the new rules when calculating minimum distributions, d

    By k man, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • smm
    • February 12, 2001

31. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 12, 2001

32. A question about excluding participants from ACP Test.

    By Guest, February 9, 2001
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 12, 2001

33. Termination of 401(k) plan and implementation of new plan

    By nancy, February 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • nancy
    • February 11, 2001

34. LATE DEPOSITS OF EE MONEY AGAIN

    By Guest CGBS, February 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 9, 2001

35. Plan sponsor failed to offer plan and report information on several th

    By Guest MES, February 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • February 8, 2001

36. What constitutes a separate division under the same desk rule?

    By Guest JWBrown, February 8, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2001

37. Timing of After-Tax Contributions ACP & Annual Additions Testing

    By Guest SHP, February 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 8, 2001

38. What actually happens to the money involved in a death benefit when mi

    By John A, February 8, 2001
    • 2 replies
    • 2k views
    • 
    • KJohnson
    • February 8, 2001

39. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • February 8, 2001

40. Can a 401-K participant also contribute to a traditional or Roth IRA i

    By Guest Carl C, February 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 8, 2001

41. How is a participant supposed to know how to correctly fill out their

    By John A, February 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2001

42. Can a Money Purchase Pension Plan be merged into a 401(k) plan?

    By Guest Tara Curran, August 22, 2000
    • 8 replies
    • 5.4k views
    • 
    • Richard Anderson
    • February 7, 2001

43. What problems do you face if you use Matching Contributions to satisfy

    By Guest Kevin Plymyer, February 2, 2001
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • February 6, 2001

44. accuracy of participant statments

    By k man, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 6, 2001

45. Imbecile in Need of Help.

    By Guest mikeh13, February 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • Greg Judd
    • February 5, 2001

46. Are ACP Safe Harbor Contributions subject to withdrawal & allocati

    By Guest patom, January 30, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2001

47. Obligations of Financial Groups to Employees Information/Training upda

    By Guest valvobill, January 13, 2001
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • February 4, 2001

48. How to correct deposit of after tax dollars as deferrals?

    By Guest SSCARO, February 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2001

49. ADP/ACP failures with prior year tests should not happen but

    By Guest Ed W, February 4, 2001
    • 1 reply
    • 1.9k views
    • 
    • Richard Anderson
    • February 4, 2001

50. Contribution given based on years of service.

    By Guest Theresa, February 2, 2001
    • 4 replies
    • 6.7k views
    • 
    • Guest
    • February 4, 2001