401(k) Plans

19,401 topics in this forum

1. HCE violates 415 -

   By Guest CGBS, January 12, 2001
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • January 13, 2001

2. Electronic Enrollment Questions

   By Guest Letocha, January 12, 2001
   • 2 replies
   • 2k views
   • 
   • RCK
   • January 12, 2001

3. can a company have 2 separate 401(k) plans, and what happens when one

   By Guest Jaki Delia, January 12, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 12, 2001

4. New 401(k) plan after terminated 401(k) plan

   By Guest Becky Egan, January 10, 2001
   • 2 replies
   • 1.5k views
   • 
   • MWeddell
   • January 12, 2001

5. Can a current calendar year 401(k) Plan still change to a safe harbor

   By Guest fiddler, December 21, 2000
   • 18 replies
   • 4.5k views
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   • MWeddell
   • January 12, 2001

6. Ineligible deferrals

   By Guest, January 12, 2001
   • 2 replies
   • 2.3k views
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   • R. Butler
   • January 12, 2001

7. Prime minus one as a plan loan interest rate?

   By KJohnson, January 11, 2001
   • 2 replies
   • 1.8k views
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   • Alf
   • January 12, 2001

8. Converting a SIMPLE 401(k) to a New Comparability Safe Harbor 401(k).

   By MR, January 12, 2001
   • 0 replies
   • 1.7k views
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   • MR
   • January 12, 2001

9. Late year change in company match

   By Guest wohtola, November 26, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • January 11, 2001

10. 415 Excess & Deductible Limit

    By Guest Phil L, January 9, 2001
    • 2 replies
    • 2.9k views
    • 
    • QDROphile
    • January 10, 2001

11. Automatic Enrollment at our company - less than 10% are changing their

    By RCK, January 4, 2001
    • 12 replies
    • 2.5k views
    • 
    • david rigby
    • January 9, 2001

12. What do you do with a SIMPLE 401(k) plan with forfeitures from previou

    By Guest Cato, January 5, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 9, 2001

13. Brokerage commission discrimination issues

    By MoJo, January 8, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • January 9, 2001

14. Defaulted loan installment used to satisfy a 70 1/2 required minimum

    By Moe Howard, January 8, 2001
    • 0 replies
    • 1.5k views
    • 
    • Moe Howard
    • January 8, 2001

15. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 9 replies
    • 3k views
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    • MoJo
    • January 8, 2001

16. Timing of safe-harbor 401(k) amendment? Effect of distributing safe-h

    By John A, January 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • January 5, 2001

17. Plan loans issued at interest rate below the rate in the Plan Document

    By Guest Gary Stadtmauer, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 5, 2001

18. Can you stop and restart Safe Harbor Match Contributions the same Plan

    By Guest UKH, January 4, 2001
    • 1 reply
    • 2.9k views
    • 
    • wmyer
    • January 4, 2001

19. Missed Loan Payments

    By Guest Jenifer, January 4, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

20. Owner's deferrals considered for untimely deposit?

    By Guest PatLovett, January 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • January 3, 2001

21. Years of service for previously excludible employee

    By Guest jim williams, January 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 3, 2001

22. Employer wants eligibility as soon as possible (immediate) after Emplo

    By jkharvey, January 2, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 2001

23. Information for plan sponsors

    By Guest ndgal, December 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • January 2, 2001

24. Ex-employee owes employer $, can the employer take the money when the

    By Guest Kevin Plymyer, December 29, 2000
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • January 2, 2001

25. 401(k) deferral of n-q deferred comp payments

    By Guest jppcpa, December 30, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

26. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 29, 2000

27. Is reversion a prohibited transaction in the truest sense of the word?

    By Guest SBlack, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 28, 2000

28. Stopping Discretionary Employer Match Mid-Year

    By DP, December 28, 2000
    • 3 replies
    • 4.2k views
    • 
    • KJohnson
    • December 28, 2000

29. 402h notice - sample

    By Guest A. Rostosky, December 28, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • December 28, 2000

30. 50% Owner only employee with deferrals.

    By Guest Donna Henderson, December 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2000

31. Truth or Nonsense ... an employee's $10,500 elective deferral does not

    By Moe Howard, December 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2000

32. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 27, 2000

33. What happens to forfeitures from (hanging, orphan, related, "attr

    By John A, December 27, 2000
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 27, 2000

34. Forfeiture Reallocations Timing

    By Guest Charles G, December 22, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 27, 2000

35. New Safe-harbor 401(k)Plan for 2001

    By SMB, December 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • December 26, 2000

36. self-managed account supervision

    By Guest MAP, December 15, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 26, 2000

37. Failure to obtain proper Distrib. Elections and Consents

    By Earl, December 21, 2000
    • 6 replies
    • 1.6k views
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    • david rigby
    • December 24, 2000

38. Can plan be amended to raise the normal retirement age? Applies only t

    By John A, April 12, 2000
    • 9 replies
    • 4.6k views
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    • david rigby
    • December 22, 2000

39. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

    By KJohnson, December 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • December 21, 2000

40. Amending a 401(k) plan to a SEP???

    By Guest VAP, December 18, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 21, 2000

41. The plan sponsor changes eligibility wait period from six to twelve mo

    By Guest Clint Schuckel, December 20, 2000
    • 5 replies
    • 2k views
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    • Earl
    • December 21, 2000

42. Sale of Substantially All the Assets Used in a Trade or Business - Def

    By Guest Gibson, December 21, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 2000

43. Can a plan sponsor currently make an election retroactive to 1/1/2000,

    By Guest ROB VIDOVICH, December 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

44. Can a 501(c)(3) organization sponsor a safe harbor 401(k) plan?

    By Guest SCUDDESLER, December 19, 2000
    • 1 reply
    • 2k views
    • 
    • Jon Chambers
    • December 20, 2000

45. Merger documentation

    By Guest CGBS, December 19, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • December 19, 2000

46. Contribution Deadlines

    By Guest RJM, December 19, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • December 19, 2000

47. A sole proprietor (who has employees) is setting up a 401k plan. Any

    By Guest Juracek, December 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • December 19, 2000

48. Let's say you lose 90% of the value of your 401k investment in the yea

    By Guest Billy, December 19, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2000

49. Safe Harbor 401(k)/Additional Non-Elective Contribution

    By k man, December 15, 2000
    • 3 replies
    • 2.4k views
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    • Richard Anderson
    • December 19, 2000

50. 401(k) Matching Formula

    By Guest boetgerinc, January 18, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • December 18, 2000