401(k) Plans

19,275 topics in this forum

1. Ability of Emplouer to Rescind its Notice of Discontinuance under a GI

   By Guest Edward McElroy, January 13, 2000
   • 2 replies
   • 1.5k views
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   • GBurns
   • January 15, 2000

2. Employee insures spouse for life ins., divorce,then spouse dies six da

   By Guest Maggie7, January 14, 2000
   • 3 replies
   • 1.4k views
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   • GBurns
   • January 15, 2000

3. Which Plan should I integrate with Social Security

   By Guest Don J. Smith, January 14, 2000
   • 2 replies
   • 3.3k views
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   • Guest
   • January 15, 2000

4. 1099-r question

   By Guest Theresa, January 14, 2000
   • 1 reply
   • 1.4k views
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   • Fredman
   • January 15, 2000

5. Inclusion/exclusion of HCEs in safe harbor K plan

   By AndyH, January 12, 2000
   • 3 replies
   • 2.4k views
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   • MWeddell
   • January 14, 2000

6. Terminating plan

   By Guest AngelQ, January 13, 2000
   • 2 replies
   • 1.4k views
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   • david rigby
   • January 13, 2000

7. SEP existing with 401(k)

   By Guest PLHart, January 13, 2000
   • 1 reply
   • 1.6k views
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   • Guest
   • January 13, 2000

8. Comp used for safe harbor non-elective contrib

   By Guest JL, January 11, 2000
   • 2 replies
   • 1.5k views
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   • Guest
   • January 13, 2000

9. Loans from 401(k)

   By Guest msearle, December 18, 1999
   • 4 replies
   • 1.6k views
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   • Guest
   • January 13, 2000

10. Merger of Plans

    By Scott, January 11, 2000
    • 1 reply
    • 1.5k views
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    • MWeddell
    • January 12, 2000

11. Compensation definition -- for determining HCEs and ADP testing

    By richard, January 12, 2000
    • 1 reply
    • 2.2k views
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    • Guest
    • January 12, 2000

12. Fees for self-directed accounts

    By Guest mo, December 30, 1999
    • 3 replies
    • 1.4k views
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    • Jon Chambers
    • January 12, 2000

13. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.8k views
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    • Jon Chambers
    • January 12, 2000

14. 401(k)

    By Guest jfgc, January 3, 2000
    • 5 replies
    • 1.6k views
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    • Guest
    • January 12, 2000

15. Frequency of participant hardship distributions.

    By Guest JFC, January 11, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • January 11, 2000

16. 401(k) safe harbor plan language

    By jkharvey, January 10, 2000
    • 2 replies
    • 1.4k views
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    • M R Bernardin
    • January 11, 2000

17. Notice 2000-3--official version

    By JWK, January 11, 2000
    • 0 replies
    • 1.6k views
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    • JWK
    • January 11, 2000

18. 415 limit for employee of multiple employers

    By Guest RS Vatalaro, January 7, 2000
    • 3 replies
    • 4.5k views
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    • John A
    • January 10, 2000

19. IRS Guidance on Safe-Harbor 401(k)'s

    By chris, January 7, 2000
    • 2 replies
    • 1.3k views
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    • chris
    • January 8, 2000

20. Questions re: 2000-3

    By KJohnson, January 8, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • January 8, 2000

21. Disqualification for failure to file 5500

    By Guest CAM, January 6, 2000
    • 4 replies
    • 2.2k views
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    • Guest
    • January 8, 2000

22. Conversion Plans Adding 401(k)/(m) Provisions

    By Guest Lizzie, January 7, 2000
    • 1 reply
    • 1.3k views
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    • KJohnson
    • January 7, 2000

23. Employer bonus through payroll

    By bzorc, January 7, 2000
    • 0 replies
    • 1.4k views
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    • bzorc
    • January 7, 2000

24. Who is entitled to money earned from a correction of a mistake?

    By Guest Cliff Langwith, January 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • bzorc
    • January 7, 2000

25. Profit Sharing Plan that has not been funded in three years.

    By Guest Theresa, January 5, 2000
    • 3 replies
    • 1.3k views
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    • david rigby
    • January 6, 2000

26. ADP/ACP testing when liberal eligibility requirements are provided for

    By Guest Matt@HSC, January 3, 2000
    • 1 reply
    • 1.8k views
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    • Guest
    • January 6, 2000

27. Distribution while still employed

    By Guest CGBS, January 5, 2000
    • 3 replies
    • 2.6k views
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    • Guest
    • January 6, 2000

28. Non-qualified 401(k) Top Hat Plan.

    By Guest Bill55, January 2, 2000
    • 10 replies
    • 3.1k views
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    • GBurns
    • January 6, 2000

29. 401(k) and Third Party Administrators

    By Guest DAraniti, January 15, 1999
    • 2 replies
    • 2.5k views
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    • Guest
    • January 5, 2000

30. 401k Employer Requirements for Sending Money to Investment Company

    By Guest tpowell, January 4, 2000
    • 4 replies
    • 1.8k views
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    • MWeddell
    • January 5, 2000

31. LLC member and maximum percentage funding

    By Guest mulrenan, December 23, 1999
    • 1 reply
    • 1.5k views
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    • Earl
    • December 31, 1999

32. When do deferrals of partners in a partnership or LLC need to be funde

    By Guest Micahel Gheen, CPA, December 16, 1999
    • 4 replies
    • 1.9k views
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    • thepensionmaven
    • December 31, 1999

33. Investment losses, corrective distributions and form 1099-R

    By John A, December 30, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • December 31, 1999

34. another deduction question

    By thepensionmaven, December 30, 1999
    • 0 replies
    • 1.4k views
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    • thepensionmaven
    • December 30, 1999

35. 404(a)(3) deduction limitation

    By Guest Cynthia Williams, December 30, 1999
    • 5 replies
    • 1.7k views
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    • Guest
    • December 30, 1999

36. Forfeiture of employer contributions because of 415 failure -- must ea

    By Wessex, December 30, 1999
    • 0 replies
    • 1.4k views
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    • Wessex
    • December 30, 1999

37. Inclusion of Consultant?

    By Guest, December 23, 1999
    • 4 replies
    • 1.5k views
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    • Kirk Maldonado
    • December 30, 1999

38. Any good article on multiple testing failures?

    By John A, December 30, 1999
    • 0 replies
    • 1.4k views
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    • John A
    • December 30, 1999

39. Starting a 401k this late in the year

    By DP, December 28, 1999
    • 2 replies
    • 1.9k views
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    • Dave Baker
    • December 29, 1999

40. Spin Off of 401k Assets

    By Guest RS Vatalaro, December 21, 1999
    • 2 replies
    • 3.5k views
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    • Guest
    • December 29, 1999

41. Does anyone have a good checklist of things to ask the client for when

    By Guest Juracek, December 20, 1999
    • 7 replies
    • 1.7k views
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    • Guest
    • December 29, 1999

42. ADP/ACP Testing - Prior vs. Current

    By Guest ANNEBV, September 15, 1999
    • 2 replies
    • 2.4k views
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    • Guest
    • December 28, 1999

43. Can 73 year old make elective deferrals?

    By david rigby, December 17, 1999
    • 5 replies
    • 1.6k views
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    • Dowist
    • December 28, 1999

44. Distribution due to termination

    By Guest Rick R, December 15, 1999
    • 5 replies
    • 1.7k views
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    • Guest
    • December 27, 1999

45. Safe Harbor 401(k) and 500 Hour requirement

    By Guest jmurph, December 20, 1999
    • 1 reply
    • 2.3k views
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    • Richard Anderson
    • December 27, 1999

46. Employer contributions

    By Guest ars, December 23, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • December 23, 1999

47. What is the IRS reg that states that a spun off company can not buy sh

    By MWeddell, December 22, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • December 22, 1999

48. 401k max

    By John A, December 14, 1999
    • 5 replies
    • 1.8k views
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    • KIP KRAUS
    • December 22, 1999

49. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro, December 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 1999

50. Prior year ADP and Current year ACP

    By Guest EBC, December 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 21, 1999