401(k) Plans

19,298 topics in this forum

1. Participant loan secured by real property and deemed distributions

   By KJohnson, March 17, 2000
   • 2 replies
   • 1.8k views
   • 
   • KJohnson
   • March 20, 2000

2. 415 Excess Suspense Account

   By SMB, March 20, 2000
   • 0 replies
   • 2.8k views
   • 
   • SMB
   • March 20, 2000

3. Can LLC be adopting employer of C Corp Plan?

   By Guest SSCARO, March 18, 2000
   • 1 reply
   • 1.5k views
   • 
   • Dowist
   • March 20, 2000

4. Severance pay eligible for deferral?

   By Guest Fred Reilly, March 20, 2000
   • 1 reply
   • 2.4k views
   • 
   • KJohnson
   • March 20, 2000

5. Misplaced contributions

   By Guest jreddi, March 14, 2000
   • 6 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 19, 2000

6. 1099-R and the hardship withdrawal

   By Guest mam, March 17, 2000
   • 2 replies
   • 8.6k views
   • 
   • Guest
   • March 17, 2000

7. Terminating K plan--lump sum distribution

   By JWK, March 13, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 17, 2000

8. Participant Loan

   By Guest Don J. Smith, March 17, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 17, 2000

9. last day rule for match

   By k man, March 15, 2000
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • March 17, 2000

10. OOOPS! Missed the March 15th deadline for return of excess deferral.

    By Guest mam, March 16, 2000
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • March 17, 2000

11. 415 violation correction and excise tax

    By SMB, March 16, 2000
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • March 17, 2000

12. Is Employee in the ADP test?

    By Lynn Campbell, March 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • March 17, 2000

13. Rollover or transfer from UK money purchase scheme

    By Guest JWBrown, March 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

14. 401(k) safe harbor with integrated discretionary contribution

    By jkharvey, March 16, 2000
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 16, 2000

15. Can participants be charged a distribution fee upon leaving the plan?

    By k man, March 9, 2000
    • 18 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • March 16, 2000

16. Hardship distribution vs. in-service withdrawal.

    By Guest Theresa, March 16, 2000
    • 2 replies
    • 12.4k views
    • 
    • M R Bernardin
    • March 16, 2000

17. Eligibiility requirement of less than one year - hours requirement? (r

    By John A, March 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • March 16, 2000

18. HCE Compensation from aquired company

    By Guest C Kampen, March 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2000

19. 25% of Pay Limit

    By David, March 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 15, 2000

20. Can a Money Purchase Pension Plan be restated as profit sharing 401(k)

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 2.2k views
    • 
    • MWeddell
    • March 15, 2000

21. Employer contribution for surrender charges

    By Guest Daniel Fisher, March 14, 2000
    • 2 replies
    • 1.9k views
    • 
    • Alf
    • March 15, 2000

22. Beneficiary options

    By Guest Theresa, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 15, 2000

23. Real World, Real Problem, Real Ugly

    By imchipbrown, March 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2000

24. Frozen Annuity Valuations

    By Guest AKeith, March 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2000

25. Correction or corrective distributions of excess aggregate contributio

    By John A, March 10, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 13, 2000

26. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 12, 2000

27. Fiduciary Liability for Third-Party Advice On Post-Retirement Planning

    By Guest RAR, March 5, 2000
    • 1 reply
    • 1.2k views
    • 
    • Jon Chambers
    • March 10, 2000

28. Required Notices for Benefit Distribution

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000

29. 401(k) Profit Sharing Plan contribution

    By Guest Theresa, March 7, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • March 10, 2000

30. Correction or corrective distribution when matching contribution not y

    By John A, March 9, 2000
    • 5 replies
    • 4k views
    • 
    • John A
    • March 10, 2000

31. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • Alan Simpson
    • March 10, 2000

32. Application of Section 415 limits when employer is dissolved and new c

    By Guest, March 8, 2000
    • 3 replies
    • 2.2k views
    • 
    • KJohnson
    • March 9, 2000

33. When an employee passes an entry date while out on workmen's compensat

    By John A, March 9, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • March 9, 2000

34. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.7k views
    • 
    • Alf
    • March 9, 2000

35. SIMPLE IRA and 401(k) P/S Plans

    By Guest, March 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 9, 2000

36. Tips on surviving a 401(k) audit?

    By Guest Crystal, March 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

37. Need actual example of a Defined contribution plan in a collective bar

    By Guest MBAStudent, March 9, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

38. Return of contributions

    By Guest ars, March 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2000

39. Coversion of SIMPLE 401K to Safe Harbor 401k

    By Guest fusiuser, March 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 8, 2000

40. What to do with a 401k $ after you change jobs?

    By Dave Baker, March 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2000

41. More IRC 404 deductibility questions

    By Guest JL, March 7, 2000
    • 2 replies
    • 1.9k views
    • 
    • davef
    • March 8, 2000

42. SAFEHARBOR ADOPTION SPONSOR MERGERS

    By Guest CFM, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000

43. 401(k) vs. 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 7, 2000

44. Does anyone know what discrimination testing is required for TSA plans

    By Guest Juracek, March 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 7, 2000

45. Overfunding Safe Harbor Contribution can use classify as "mistake

    By Guest Kelly Musico, March 7, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 7, 2000

46. Prior year testing for the '99 year.

    By pbarrett, March 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • March 6, 2000

47. Definition of HCE when plan sponsor acquires an existing business.

    By Guest, March 6, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 6, 2000

48. Can a partner have a separation from service?

    By Dowist, February 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Dowist
    • March 4, 2000

49. Correcting Accounting / Investment Errors

    By Guest RV, May 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 2000

50. Top-Heavy "Compensation"

    By Guest EMC, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 3, 2000