401(k) Plans

19,334 topics in this forum

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

   By k man, March 9, 2000
   • 18 replies
   • 3.4k views
   • 
   • Kirk Maldonado
   • March 16, 2000

2. Hardship distribution vs. in-service withdrawal.

   By Guest Theresa, March 16, 2000
   • 2 replies
   • 12.6k views
   • 
   • M R Bernardin
   • March 16, 2000

3. 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

4. HCE Compensation from aquired company

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

5. 25% of Pay Limit

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

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

   By Guest Kent Scrivener, March 14, 2000
   • 3 replies
   • 2.3k views
   • 
   • MWeddell
   • March 15, 2000

7. Employer contribution for surrender charges

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

8. Beneficiary options

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

9. Real World, Real Problem, Real Ugly

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

10. Frozen Annuity Valuations

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

11. Correction or corrective distributions of excess aggregate contributio

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

12. Unsolicited Spam Mail From Pension One Source

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

13. 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

14. Required Notices for Benefit Distribution

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2000

15. 401(k) Profit Sharing Plan contribution

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

16. Correction or corrective distribution when matching contribution not y

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

17. Different treatment of highly and nonhighly compensated employees

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

18. 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

19. 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

20. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.8k views
    • 
    • Alf
    • March 9, 2000

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

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

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

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

23. 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

24. Return of contributions

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

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

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

26. 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

27. More IRC 404 deductibility questions

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

28. SAFEHARBOR ADOPTION SPONSOR MERGERS

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

29. 401(k) vs. 403(b)

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

30. 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

31. 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

32. Prior year testing for the '99 year.

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

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

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

34. Can a partner have a separation from service?

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

35. Correcting Accounting / Investment Errors

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

36. Top-Heavy "Compensation"

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

37. Amending to Provide a Safe Harbor Match

    By davef, March 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • davef
    • March 3, 2000

38. Correcting 1099's

    By Richard Anderson, March 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • March 3, 2000

39. Anything new and what has been your practice regarding deferrals and m

    By John A, March 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • March 2, 2000

40. Insurance in 401(K) Plans

    By mming, March 2, 2000
    • 0 replies
    • 1.5k views
    • 
    • mming
    • March 2, 2000

41. Testing after sale?

    By John A, March 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 2, 2000

42. Compensation to use in ADP test

    By jkharvey, February 29, 2000
    • 5 replies
    • 4k views
    • 
    • Guest
    • March 2, 2000

43. Deductibility limit under Section 404

    By Guest Joe Vasko, February 29, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2000

44. Top Heavy Aggregation

    By KJohnson, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • John A
    • March 2, 2000

45. Bank Trustee

    By Jon Chambers, March 1, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2000

46. Forfeiting related match when the ADP test fails

    By Guest 401kBurm, February 26, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 2000

47. Loan Repayment

    By Guest Walter Patricio, February 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2000

48. Did definition of earned income change recently?

    By Spencer, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 1, 2000

49. Confusion on ADP refunds

    By bzorc, March 1, 2000
    • 1 reply
    • 2k views
    • 
    • Spencer
    • March 1, 2000

50. Who is responsible for top-heavy testing?

    By Guest WDH, February 29, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2000