401(k) Plans

19,275 topics in this forum

1. Net Unrealized Appreciation (NUA) used in determing the cost basis of

   By Guest Donald H. Miller, April 20, 2000
   • 1 reply
   • 1.3k views
   • 
   • Jon Chambers
   • May 1, 2000

2. Here's a wierd thought

   By imchipbrown, April 20, 2000
   • 12 replies
   • 1.8k views
   • 
   • Bob R
   • May 12, 2000

3. Which governmental employers can maintain 401(k) plans? IRS ruling ado

   By Carol V. Calhoun, April 19, 2000
   • 0 replies
   • 1.4k views
   • 
   • Carol V. Calhoun
   • April 19, 2000

4. Failure to forward deferrals

   By k man, April 19, 2000
   • 7 replies
   • 1.5k views
   • 
   • k man
   • April 24, 2000

5. When can a traditional 401(k) plan convert to a Safe Habor formula?

   By Guest, April 17, 2000
   • 10 replies
   • 3.3k views
   • 
   • Guest
   • May 5, 2000

6. contribution limit

   By Guest, April 14, 2000
   • 1 reply
   • 1.4k views
   • 
   • imchipbrown
   • April 14, 2000

7. 402(g) Violation Deadline

   By Guest Frank Jackson, April 14, 2000
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • April 19, 2000

8. Can anyone help interpret a PPD/Corbel regional prototype as to what t

   By John A, April 14, 2000
   • 2 replies
   • 1.8k views
   • 
   • John A
   • May 1, 2000

9. Rights to Plan documents

   By Gary, April 13, 2000
   • 13 replies
   • 2.1k views
   • 
   • AndyH
   • December 18, 2001

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

    By John A, April 12, 2000
    • 9 replies
    • 4.5k views
    • 
    • david rigby
    • December 22, 2000

11. 1000 Hour rule

    By Guest awallace, April 12, 2000
    • 1 reply
    • 4.9k views
    • 
    • Guest
    • April 12, 2000

12. Administrator/Plan Options for Canadian Corp.

    By Cathy from Chicago, April 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • May 1, 2000

13. Another Safe Harbor Question

    By imchipbrown, April 12, 2000
    • 7 replies
    • 1.7k views
    • 
    • Alf
    • April 21, 2000

14. Aggregate Limit using Multiple Use Test

    By Guest Mark Manning, April 11, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 12, 2000

15. 2 and ½ month distribution period for Excess Contributions

    By Guest RMV, April 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2000

16. Eligible rollover distribution and rolling in to the same employer's p

    By Guest youngt, April 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2000

17. Participation rates by industry

    By Guest Mike Lanio, April 10, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 10, 2000

18. Participant Directed Investment Elections For Terminated Participants.

    By Guest Frank Jackson, April 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • April 11, 2000

19. How is deductibility determined (how is compensation for deductibility

    By John A, April 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • April 10, 2000

20. If a plan permits loans, can the loan be taken from the 401(k), match

    By Felicia, April 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • April 10, 2000

21. TOP HEAVY AND MANDATORY AGGREGATION

    By KJohnson, April 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 8, 2000

22. Reporting of excess contribution

    By Guest alcharles, April 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • April 9, 2000

23. ADP Test and Statutory Exclusions

    By Guest Richard Scheer, April 7, 2000
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • April 10, 2000

24. Contributions for Director in Unrelated Companies.

    By Guest, April 6, 2000
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • May 8, 2000

25. Different investment options for controlled group plan.

    By Guest, April 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • April 7, 2000

26. Pre-1997 method for distributing excess contributions from a failed AD

    By Guest VPA, April 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • April 10, 2000

27. Is a sign-on bonus plan compensation?

    By Guest youngt, April 6, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 6, 2000

28. Refund of excess contributions.

    By Guest, April 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • April 6, 2000

29. What should be done with a dividend that posts after complete asset tr

    By John A, April 5, 2000
    • 1 reply
    • 1.3k views
    • 
    • Earl
    • April 9, 2000

30. PARTICIPANT VESTING IN MERGERS AND SAME DESK RULES VERY ODD SET OF HAP

    By Guest ACM, April 5, 2000
    • 7 replies
    • 2.5k views
    • 
    • card
    • February 1, 2002

31. Overpayment to terminated participant

    By Guest Thom Shumosic,CFP, April 5, 2000
    • 13 replies
    • 7k views
    • 
    • pjkoehler
    • June 23, 2000

32. Sponsor Reimbursement of Investment Expenses

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

33. Investment Expense Reimbursible?

    By imchipbrown, April 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • April 7, 2000

34. Are deferrals in excess of plan's limit counted in ADP testing?

    By John A, April 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 3, 2000

35. limitation year / non-calendar year plans

    By Guest, April 3, 2000
    • 1 reply
    • 6.3k views
    • 
    • John A
    • April 4, 2000

36. What are safe-harbor notice requirements for brand new plan (but not n

    By John A, March 31, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 31, 2000

37. How is a rollover counted for top-heavy purposes when an employee choo

    By John A, March 31, 2000
    • 3 replies
    • 2k views
    • 
    • actuarysmith
    • September 18, 2002

38. A participant with an outstanding loan files for bankruptcy and the pl

    By k man, March 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 13, 2000

39. Which year gets the deferrals when a payroll period is split between y

    By John A, March 31, 2000
    • 4 replies
    • 2.4k views
    • 
    • Earl
    • April 9, 2000

40. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • John A
    • April 1, 2000

41. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2000

42. Can a 401(k) plan be amended to change the requirements for hardship w

    By Guest Tara Curran, March 30, 2000
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2000

43. What are owners' options for starting a new plan after shutting down o

    By John A, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

44. Any one heard of an internet based 401(k) plan that any company can ad

    By Guest Mike Lanio, March 29, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

45. What should be done with match associated with excess contributions wh

    By John A, March 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2000

46. Mechanics of funding deferrals of partners in a partnership (law firm)

    By Guest Melissa Winslow, March 28, 2000
    • 4 replies
    • 2.5k views
    • 
    • Ervin Barham
    • May 8, 2001

47. Late Deposits new DOL program

    By Guest CGBS, March 28, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 29, 2000

48. 411(d)(6) cutback to amend plan that allowed immediate distributions o

    By EGB, March 28, 2000
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • March 28, 2002

49. Elapsed time vs. actual method

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

50. Top Heaviness for small startups

    By richard, March 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • richard
    • March 27, 2000