401(k) Plans

19,275 topics in this forum

1. Rollover assets and new plan rules

   By Alf, February 24, 2000
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • February 24, 2000

2. Deferring before eligible

   By Guest CGBS, February 24, 2000
   • 11 replies
   • 4.2k views
   • 
   • Guest
   • August 21, 2009

3. 401(k) Plans - Compensation and Limits

   By Guest T Cahoon, February 23, 2000
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • February 24, 2000

4. Is a participant eligible for a distribution if he terminates but resu

   By Scuba 401, February 23, 2000
   • 15 replies
   • 10.7k views
   • 
   • Guest
   • December 5, 2000

5. Excluding certain HCE's from 3% safe harbor contribution

   By Richard Anderson, February 23, 2000
   • 4 replies
   • 3.3k views
   • 
   • AndyH
   • February 24, 2000

6. HCE Exclusion in 401(k) Plan

   By Hoard1, February 23, 2000
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • February 24, 2000

7. Multiple Use Testing

   By Guest TrustMe401k, February 23, 2000
   • 1 reply
   • 1.3k views
   • 
   • M R Bernardin
   • February 23, 2000

8. Not getting the full benefit of a match - true-up provisions

   By Guest Hardy Eubanks, February 23, 2000
   • 4 replies
   • 1.8k views
   • 
   • MWeddell
   • February 24, 2000

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

   By EGB, February 23, 2000
   • 3 replies
   • 3.7k views
   • 
   • Guest
   • April 16, 2001

10. Does your company charge participants an administrative fee for loans?

    By Guest Tammie Palchanes, February 22, 2000
    • 4 replies
    • 2.5k views
    • 
    • rcline46
    • February 25, 2000

11. Is it permissible to net matching contributions for 415 limits?

    By John A, February 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • February 22, 2000

12. Reimbursement of plan expenses

    By Guest cascigm, February 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2000

13. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

14. 401(k) Plan/SARSEP Testing

    By Guest Jean Blackwood, February 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 22, 2000

15. Eligible employee mistakenly excluded from making contrbutions.

    By Guest ars, February 18, 2000
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2000

16. IRS Levy on 401-k Plan

    By Guest pstowers, February 18, 2000
    • 6 replies
    • 5k views
    • 
    • Guest
    • January 8, 2009

17. Joint and Survivor/Spousal Consent

    By Guest Lucie, February 18, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2000

18. Stock Distribution and Beneficiary Basis from 401k plan.

    By Guest fusiuser, February 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 17, 2000

19. Incorrect Match Refund Timing

    By Guest DennisT, February 17, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

20. Contributions 2 employers 401k plans and Keogh

    By Guest Christine Walker, February 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • imchipbrown
    • February 18, 2000

21. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
    • 0 replies
    • 1.6k views
    • 
    • Jean
    • February 17, 2000

22. ADP/ACP test question

    By Guest Theresa, February 16, 2000
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • February 22, 2000

23. Deduction for contributions (Sec. 404)

    By Guest Melissa Winslow, February 16, 2000
    • 2 replies
    • 2.5k views
    • 
    • AndyH
    • February 18, 2000

24. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2000

25. Different rates of match conditioned upon where participant directs hi

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 21, 2000

26. How do we determine HCE's in a spinnoff company?

    By Guest Rob Walter, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

27. 5500 never filed.

    By Guest Melissa Winslow, February 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2000

28. Assumed 3% deferrals

    By Guest CGBS, February 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 16, 2000

29. PEOs

    By Guest ANNEBV, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

30. Exception to the "same desk" rule?

    By Guest, February 13, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2000

31. Amend plan to delay payment to terminee

    By Jed Macy, February 12, 2000
    • 4 replies
    • 1.7k views
    • 
    • IRC401
    • February 19, 2000

32. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 16, 2000

33. Puerto Rico Participants

    By Guest Lucie, February 12, 2000
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • August 31, 2004

34. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

35. Match Forf in ACP test?

    By Guest Copper, February 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

36. Emloyed by two employers and two different plans in one year.

    By Guest asset management, February 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • February 11, 2000

37. Whether the "substantially level" repayment requirement in I

    By Scuba 401, February 10, 2000
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • February 11, 2000

38. Can restructuring for eligibility be done for ACP testing purposes or

    By John A, February 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • February 10, 2000

39. SAR

    By Guest Juracek, February 9, 2000
    • 12 replies
    • 2.3k views
    • 
    • imchipbrown
    • February 18, 2000

40. Employer Matching Contributions Used as Top Heavy Minimums

    By Guest Larry McNamara, February 9, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2000

41. Failure to Timely Remit Salary Deferrals to Plan

    By Guest Sheila S, February 9, 2000
    • 6 replies
    • 2.5k views
    • 
    • imchipbrown
    • February 11, 2000

42. Vesting for Transferred Employees

    By Guest GG, February 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2001

43. Paricipant loan for a deceased participant

    By Guest BrianF, February 8, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 9, 2000

44. Plain language prospectuses for 401(k)investments

    By Guest Anne V, February 8, 2000
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • February 17, 2000

45. Survey of Match Arrangements

    By Guest Lucie, February 8, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 23, 2002

46. Disability payments as plan income?

    By Guest Kent Hieronymus, February 8, 2000
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • February 8, 2000

47. 3-part organization with a 401(k) is no longer part of a controlled gr

    By Guest ars, February 7, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 10, 2000

48. 1999 1099-R: Loans

    By Guest Melissa Winslow, February 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 7, 2000

49. Named Fiduciary vs Directed TTEE

    By Guest Ephesian431, February 7, 2000
    • 23 replies
    • 8k views
    • 
    • austin3515
    • October 28, 2002

50. Plans merging...

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • February 7, 2000