401(k) Plans

19,317 topics in this forum

1. Is trustee required to report interest on 1098 form?

   By Guest Phil L, January 12, 2000
   • 4 replies
   • 3k views
   • 
   • NNichols
   • February 3, 2016

2. Frequency of participant hardship distributions.

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

3. Comp used for safe harbor non-elective contrib

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

4. Merger of Plans

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

5. Notice 2000-3--official version

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

6. 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

7. Questions re: 2000-3

   By KJohnson, January 8, 2000
   • 2 replies
   • 1.5k views
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   • Guest
   • January 8, 2000

8. 415 limit for employee of multiple employers

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

9. 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

10. Employer bonus through payroll

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

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

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

12. 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

13. Disqualification for failure to file 5500

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

14. Distribution while still employed

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

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

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

16. 401k Employer Requirements for Sending Money to Investment Company

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

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

    By Guest Matt@HSC, January 3, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 6, 2000

18. 401(k)

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

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

    By Guest Bill55, January 2, 2000
    • 10 replies
    • 3.2k views
    • 
    • GBurns
    • January 6, 2000

20. Changing recordkeeper, trustee, and investment house.

    By Guest Bill55, January 2, 2000
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 3, 2000

21. another deduction question

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

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

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

23. Fees for self-directed accounts

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

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

    By Wessex, December 30, 1999
    • 0 replies
    • 1.5k views
    • 
    • Wessex
    • December 30, 1999

25. 404(a)(3) deduction limitation

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

26. Any good article on multiple testing failures?

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

27. safe harbor 3% non-elective 401(k) deduction limits

    By Guest Mike Kimball, December 29, 1999
    • 8 replies
    • 3.2k views
    • 
    • Tom Poje
    • February 24, 2003

28. Starting a 401k this late in the year

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

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

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.9k views
    • 
    • Jon Chambers
    • January 12, 2000

30. prospectus delivery

    By Scuba 401, December 27, 1999
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • April 13, 2001

31. LLC member and maximum percentage funding

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

32. Employer contributions

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

33. Inclusion of Consultant?

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

34. 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
    • 
    • Guest
    • December 22, 1999

35. 404(c) statement to particpants

    By Guest cculhane, December 21, 1999
    • 8 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • June 5, 2000

36. Spin Off of 401k Assets

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

37. 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

38. EINs and 1099s

    By KJohnson, December 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • February 9, 2000

39. Can match contributions for the 1999 plan year be reduced prior to the

    By Guest EBC, December 21, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 1999

40. Prior year ADP and Current year ACP

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

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

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

42. Amendments

    By Scuba 401, December 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 20, 1999

43. 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
    • 
    • Guest
    • December 29, 1999

44. Loans from 401(k)

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

45. Extended restatement deadline?

    By Guest danwintz, December 18, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 1999

46. QNECS under a Davis Bacon Prevailing Wage Plan

    By Guest PLHart, December 17, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 1999

47. Cover call writing in qualified plan?

    By Spencer, December 17, 1999
    • 2 replies
    • 2.3k views
    • 
    • Scuba 401
    • December 17, 1999

48. 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

49. Three Age 70 1/2 Questions RE:Active Part.

    By Guest Don J. Smith, December 17, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 17, 1999

50. Reclassifying Salary Deferrals as Employer Contributions

    By Guest sacobb, December 16, 1999
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 30, 2008