401(k) Plans

19,516 topics in this forum

1. Late Deposits new DOL program

   By Guest CGBS, March 28, 2000
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • March 29, 2000

2. Clarification of Sec. 3401(a) Wages

   By Guest Jimmy B, March 8, 2000
   • 1 reply
   • 4.5k views
   • 
   • John A
   • March 28, 2000

3. Correct Matching Schedule

   By Guest JWBrown, March 22, 2000
   • 6 replies
   • 1.8k views
   • 
   • John A
   • March 27, 2000

4. Top Heaviness for small startups

   By richard, March 27, 2000
   • 0 replies
   • 1.4k views
   • 
   • richard
   • March 27, 2000

5. Correction of 1099's and 1096

   By Richard Anderson, March 24, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • March 24, 2000

6. 402(g)Limits Small Distributions

   By Guest Frank Jackson, March 24, 2000
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • March 24, 2000

7. In-service withdrawal with a loan

   By Guest VPA, March 21, 2000
   • 1 reply
   • 2k views
   • 
   • MWeddell
   • March 24, 2000

8. Naming minor as primary beneficiary?

   By John A, March 22, 2000
   • 2 replies
   • 2.7k views
   • 
   • KIP KRAUS
   • March 23, 2000

9. Top-paid Group

   By Guest CHRISTA, March 22, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • March 22, 2000

10. Privately held company stock as a match?

    By Guest Kendall, March 21, 2000
    • 5 replies
    • 4.3k views
    • 
    • k man
    • March 22, 2000

11. Co-mingling before-tax money with after-tax money in a conduit IRA.

    By Guest T Cahoon, March 18, 2000
    • 3 replies
    • 1.7k views
    • 
    • IRC401
    • March 22, 2000

12. Late employer contribution

    By Guest Melissa Winslow, March 20, 2000
    • 2 replies
    • 2k views
    • 
    • IRC401
    • March 22, 2000

13. Deferrals not withheld according to participant's election ...

    By Spencer, March 21, 2000
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • March 22, 2000

14. Changing company match during plan year

    By MWeddell, March 13, 2000
    • 11 replies
    • 5.5k views
    • 
    • Jon Chambers
    • March 21, 2000

15. Deferral Question

    By Guest Theresa, March 16, 2000
    • 6 replies
    • 3.3k views
    • 
    • Jon Chambers
    • March 21, 2000

16. Recharacterization of Excess Contributions as missed matching contribu

    By Guest RMM, March 21, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2000

17. Corporate trusteeship versus self-trusteeship? Ramifications of both?

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 1.7k views
    • 
    • Jon Chambers
    • March 21, 2000

18. Effect of contributions to a SIMPLE and a 401(k).

    By Guest, March 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2000

19. Participant loan secured by real property and deemed distributions

    By KJohnson, March 17, 2000
    • 2 replies
    • 2.1k views
    • 
    • KJohnson
    • March 20, 2000

20. 415 Excess Suspense Account

    By SMB, March 20, 2000
    • 0 replies
    • 2.9k views
    • 
    • SMB
    • March 20, 2000

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

    By Guest SSCARO, March 18, 2000
    • 1 reply
    • 1.7k views
    • 
    • Dowist
    • March 20, 2000

22. Severance pay eligible for deferral?

    By Guest Fred Reilly, March 20, 2000
    • 1 reply
    • 2.6k views
    • 
    • KJohnson
    • March 20, 2000

23. Misplaced contributions

    By Guest jreddi, March 14, 2000
    • 6 replies
    • 2k views
    • 
    • Kirk Maldonado
    • March 19, 2000

24. 1099-R and the hardship withdrawal

    By Guest mam, March 17, 2000
    • 2 replies
    • 9.3k views
    • 
    • Guest
    • March 17, 2000

25. Terminating K plan--lump sum distribution

    By JWK, March 13, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2000

26. Participant Loan

    By Guest Don J. Smith, March 17, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 2000

27. last day rule for match

    By k man, March 15, 2000
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • March 17, 2000

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

    By Guest mam, March 16, 2000
    • 4 replies
    • 5.2k views
    • 
    • Guest
    • March 17, 2000

29. 415 violation correction and excise tax

    By SMB, March 16, 2000
    • 1 reply
    • 2.6k views
    • 
    • MWeddell
    • March 17, 2000

30. Is Employee in the ADP test?

    By Lynn Campbell, March 16, 2000
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • March 17, 2000

31. Rollover or transfer from UK money purchase scheme

    By Guest JWBrown, March 16, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 16, 2000

32. 401(k) safe harbor with integrated discretionary contribution

    By jkharvey, March 16, 2000
    • 1 reply
    • 2.4k views
    • 
    • KJohnson
    • March 16, 2000

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

    By k man, March 9, 2000
    • 18 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • March 16, 2000

34. Hardship distribution vs. in-service withdrawal.

    By Guest Theresa, March 16, 2000
    • 2 replies
    • 13.5k views
    • 
    • M R Bernardin
    • March 16, 2000

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

    By John A, March 13, 2000
    • 1 reply
    • 2.1k views
    • 
    • Dowist
    • March 16, 2000

36. HCE Compensation from aquired company

    By Guest C Kampen, March 15, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 15, 2000

37. 25% of Pay Limit

    By David, March 14, 2000
    • 3 replies
    • 2.1k views
    • 
    • John A
    • March 15, 2000

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

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 2.5k views
    • 
    • MWeddell
    • March 15, 2000

39. Employer contribution for surrender charges

    By Guest Daniel Fisher, March 14, 2000
    • 2 replies
    • 2.1k views
    • 
    • Alf
    • March 15, 2000

40. Beneficiary options

    By Guest Theresa, March 14, 2000
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 15, 2000

41. Real World, Real Problem, Real Ugly

    By imchipbrown, March 12, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 14, 2000

42. Frozen Annuity Valuations

    By Guest AKeith, March 13, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 13, 2000

43. Correction or corrective distributions of excess aggregate contributio

    By John A, March 10, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 13, 2000

44. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • March 12, 2000

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

    By Guest RAR, March 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • March 10, 2000

46. Required Notices for Benefit Distribution

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2000

47. 401(k) Profit Sharing Plan contribution

    By Guest Theresa, March 7, 2000
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • March 10, 2000

48. Correction or corrective distribution when matching contribution not y

    By John A, March 9, 2000
    • 5 replies
    • 4.5k views
    • 
    • John A
    • March 10, 2000

49. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alan Simpson
    • March 10, 2000

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

    By Guest, March 8, 2000
    • 3 replies
    • 2.6k views
    • 
    • KJohnson
    • March 9, 2000