401(k) Plans

19,534 topics in this forum

1. 401(k) average matching contributions from technology companies

   By Guest Mike Lanio, April 24, 2001
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • May 1, 2001

2. Early withdrawal penalty on earnings attributable to after-tax contrib

   By Guest Pat Metallic, May 1, 2001
   • 1 reply
   • 1.6k views
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   • Michael Devault
   • May 1, 2001

3. rollover contributions by former employees

   By Guest Marshall Franklin, April 27, 2001
   • 2 replies
   • 2.9k views
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   • MWeddell
   • May 1, 2001

4. I am currently analyzing the feasibility of changing our 401(k) vendo

   By Guest Nicolas Correa, April 24, 2001
   • 6 replies
   • 3k views
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   • Jon Chambers
   • April 30, 2001

5. Leased Employees and HCE determination

   By Guest andmik, April 30, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • April 30, 2001

6. Can you exclude refunded deferrals from account balances for calculati

   By Guest pension222, April 26, 2001
   • 7 replies
   • 3k views
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   • Medusa
   • April 30, 2001

7. Employer has exceeded 15% deductibility limit.

   By Guest Sara H, April 26, 2001
   • 7 replies
   • 2.2k views
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   • Guest
   • April 30, 2001

8. Different match formulas for part-time and full-time employees?

   By Guest MES, April 27, 2001
   • 2 replies
   • 2.2k views
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   • MWeddell
   • April 30, 2001

9. Involuntary rollovers from terminated 401(k) plan to IRA established w

   By Guest Norma Sharara, April 24, 2001
   • 2 replies
   • 2.9k views
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   • Earl
   • April 30, 2001

10. Self employment income; do you begin with Net C - 1/2 SE tax or (Net C

    By R. Butler, April 9, 2001
    • 6 replies
    • 2.6k views
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    • Guest
    • April 27, 2001

11. Same desk rule help requested

    By Guest boberlander, April 27, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • April 27, 2001

12. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.7k views
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    • RCK
    • April 26, 2001

13. Suggestions for a GREAT 401(k)company? Administration and fund select

    By Guest Jennifer M., April 25, 2001
    • 1 reply
    • 1.7k views
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    • Jon Chambers
    • April 25, 2001

14. Elimination of 401(k) match and vesting

    By Guest benefitsanalyst, March 5, 2001
    • 6 replies
    • 2.7k views
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    • KJohnson
    • April 25, 2001

15. 404 Deduction Limits and annual additions - question about timing.

    By James Matt Ullakko, April 24, 2001
    • 6 replies
    • 2.9k views
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    • John A
    • April 25, 2001

16. Timeframe for one-year suspension, of elective deferrals to 401(k) arr

    By James Matt Ullakko, April 24, 2001
    • 4 replies
    • 2.4k views
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    • R. Butler
    • April 25, 2001

17. 5310-A Question

    By Guest Phil L., April 25, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • April 25, 2001

18. Help with QNEC calculation.

    By Guest Francie Purnell, April 25, 2001
    • 4 replies
    • 6.8k views
    • 
    • Guest
    • April 25, 2001

19. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.8k views
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    • Mary Kay Foss
    • April 24, 2001

20. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

    By Guest France, April 21, 2001
    • 4 replies
    • 1.9k views
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    • rcline46
    • April 24, 2001

21. Is there a problem where the trustee owns employer stock when it is al

    By Guest lawdawg, March 30, 2001
    • 4 replies
    • 1.8k views
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    • Guest
    • April 24, 2001

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

    By Guest mo again, April 20, 2001
    • 2 replies
    • 2.7k views
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    • Alf
    • April 23, 2001

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

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

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

    By Guest Powers, April 12, 2001
    • 12 replies
    • 3.1k views
    • 
    • Guest
    • April 20, 2001

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

    By Guest CJK, April 18, 2001
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • April 20, 2001

26. Incorrect timing of forfeitures.

    By Guest UKH, April 18, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • April 19, 2001

27. Top heavy contributions for new EEs

    By Guest PAUL DUGAN, April 18, 2001
    • 4 replies
    • 2k views
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    • Richard Anderson
    • April 19, 2001

28. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 4.9k views
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    • RCK
    • April 19, 2001

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

    By James Matt Ullakko, April 15, 2001
    • 4 replies
    • 3.3k views
    • 
    • James Matt Ullakko
    • April 19, 2001

30. Former employer sues over blackout period

    By Guest smmay, April 18, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 18, 2001

31. Min Coverage rules for a company having both DB and DC plan.

    By Guest cascigm, April 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 2001

32. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel, April 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • April 18, 2001

33. 401(k) Portion of PSP Plan Need Own Tax ID No.?

    By chris, April 18, 2001
    • 4 replies
    • 2.4k views
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    • actuarysmith
    • April 18, 2001

34. how much TIME???????

    By Guest kase59, April 17, 2001
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • April 18, 2001

35. Min Coverage Testing in light of contribution eligibility amendment to

    By Guest cascigm, April 17, 2001
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • April 18, 2001

36. When is a participant loan "made"? When they call or when t

    By Guest Cliff Langwith, April 17, 2001
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • April 18, 2001

37. Elapsed time vs. actual method

    By k man, March 28, 2000
    • 3 replies
    • 6.2k views
    • 
    • Guest
    • April 18, 2001

38. When is a loan in default?

    By Guest DWARD, September 13, 2000
    • 5 replies
    • 3.5k views
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    • MWeddell
    • April 18, 2001

39. Termination of 401(k) plan

    By Guest bujjigundu, April 16, 2001
    • 4 replies
    • 2.2k views
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    • Richard Anderson
    • April 17, 2001

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

    By John A, April 17, 2001
    • 8 replies
    • 3.4k views
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    • Richard Anderson
    • April 17, 2001

41. Approved Surety Providers

    By Guest Emiliano, April 17, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 17, 2001

42. Settlor or Plan Expense?

    By Guest P Larson, April 16, 2001
    • 2 replies
    • 2.9k views
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    • Jon Chambers
    • April 17, 2001

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

    By EGB, February 23, 2000
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • April 16, 2001

44. Forfeitures used to reduce employer contribution.

    By Guest Giovanni, March 30, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 2001

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

    By Guest Alex Calin, July 5, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 2001

46. Forfeitures used to reduce ER contrib

    By Guest LAAllen, April 14, 2001
    • 1 reply
    • 1.7k views
    • 
    • wmyer
    • April 14, 2001

47. Hardship distribution for Terminated Participant

    By Guest Tracy H, April 10, 2001
    • 6 replies
    • 5.5k views
    • 
    • Guest
    • April 14, 2001

48. prospectus delivery

    By Scuba 401, December 27, 1999
    • 7 replies
    • 3.9k views
    • 
    • Guest
    • April 13, 2001

49. Partnership Contribution Deductions

    By Guest SHP, April 9, 2001
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • April 12, 2001

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

    By Guest Jane Francis, April 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • April 12, 2001