401(k) Plans

19,499 topics in this forum

1. Incorrect Match Refund Timing

   By Guest DennisT, February 17, 2000
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • February 18, 2000

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

   By Guest fusiuser, February 17, 2000
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • February 17, 2000

3. Plain language prospectuses for 401(k)investments

   By Guest Anne V, February 8, 2000
   • 4 replies
   • 1.6k views
   • 
   • MWeddell
   • February 17, 2000

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

   By Jean, February 17, 2000
   • 0 replies
   • 1.7k views
   • 
   • Jean
   • February 17, 2000

5. Short Plan Year-ADP/ACP Testing

   By Guest Lori Basilico, February 12, 2000
   • 1 reply
   • 2k views
   • 
   • Alf
   • February 16, 2000

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

   By Guest Rob Walter, February 15, 2000
   • 1 reply
   • 1.6k views
   • 
   • Alf
   • February 16, 2000

7. Assumed 3% deferrals

   By Guest CGBS, February 15, 2000
   • 1 reply
   • 1.4k views
   • 
   • Alf
   • February 16, 2000

8. Exception to the "same desk" rule?

   By Guest, February 13, 2000
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • February 16, 2000

9. PEOs

   By Guest ANNEBV, February 15, 2000
   • 1 reply
   • 1.8k views
   • 
   • Alf
   • February 16, 2000

10. 5500 never filed.

    By Guest Melissa Winslow, February 15, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2000

11. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2000

12. Match Forf in ACP test?

    By Guest Copper, February 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 12, 2000

13. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 12, 2000

14. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • February 12, 2000

15. Failure to Timely Remit Salary Deferrals to Plan

    By Guest Sheila S, February 9, 2000
    • 6 replies
    • 2.8k views
    • 
    • imchipbrown
    • February 11, 2000

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

    By Scuba 401, February 10, 2000
    • 3 replies
    • 1.7k views
    • 
    • GBurns
    • February 11, 2000

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

    By Guest asset management, February 11, 2000
    • 1 reply
    • 2k views
    • 
    • imchipbrown
    • February 11, 2000

18. 401-K LOANS

    By Guest CRAFTY, January 22, 2000
    • 4 replies
    • 1.9k views
    • 
    • Jon Chambers
    • February 11, 2000

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

    By John A, February 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • John A
    • February 10, 2000

20. 3-part organization with a 401(k) is no longer part of a controlled gr

    By Guest ars, February 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 10, 2000

21. EINs and 1099s

    By KJohnson, December 21, 1999
    • 4 replies
    • 2k views
    • 
    • KJohnson
    • February 9, 2000

22. Top-paid group election and HCFE - is the following correct:

    By John A, February 4, 2000
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • February 9, 2000

23. Paricipant loan for a deceased participant

    By Guest BrianF, February 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2000

24. Prohibited Transactions within a 401(k) Plan

    By Guest Jeramy P. Lembeck, January 30, 2000
    • 8 replies
    • 2.6k views
    • 
    • Scuba 401
    • February 8, 2000

25. Disability payments as plan income?

    By Guest Kent Hieronymus, February 8, 2000
    • 3 replies
    • 2.1k views
    • 
    • KIP KRAUS
    • February 8, 2000

26. Form 5500 for 2000

    By Brenda Wren, January 21, 2000
    • 8 replies
    • 2.5k views
    • 
    • imchipbrown
    • February 8, 2000

27. 1999 1099-R: Loans

    By Guest Melissa Winslow, February 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 7, 2000

28. Plans merging...

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • February 7, 2000

29. Designed-based coverage

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 7, 2000

30. Amount of Match Reduced By Profit Sharing Contribution?

    By KJohnson, February 2, 2000
    • 8 replies
    • 2k views
    • 
    • MWeddell
    • February 7, 2000

31. Elect out of 401(k)plan

    By Guest mbaker, February 5, 2000
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • February 7, 2000

32. How to report excess contributions to IRS

    By Guest MFuentes, February 5, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2000

33. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2000

34. 401k Communication

    By Guest jfgc, February 3, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • February 5, 2000

35. Daily Valuation-What is it?

    By Guest TORTORA, November 13, 1998
    • 4 replies
    • 6.7k views
    • 
    • Guest
    • February 4, 2000

36. HCE issues - when is HCFE important? Does an HCE become an NHCE in so

    By Guest Lucie, February 4, 2000
    • 3 replies
    • 2.2k views
    • 
    • John A
    • February 4, 2000

37. Accepting 403 b money into a 401 k plan

    By Guest Pully, February 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • February 3, 2000

38. safe harbor 3% contribution

    By Guest DavidB, January 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • Cathy from Chicago
    • February 3, 2000

39. Single brokerage account for MPPP and 401(k) plan?

    By Jon Chambers, February 2, 2000
    • 2 replies
    • 2.2k views
    • 
    • Spencer
    • February 2, 2000

40. Small Employer Plan Statistics

    By Guest TrustMe401k, February 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Greg Judd
    • February 2, 2000

41. During blackout period for trustee/recordkeeper conversion, what shoul

    By EGB, January 17, 2000
    • 12 replies
    • 10.2k views
    • 
    • Guest
    • February 2, 2000

42. changing funds

    By Guest alex, January 22, 2000
    • 6 replies
    • 1.6k views
    • 
    • GBurns
    • February 2, 2000

43. Otherwise Excludible Employees Plan Entry Dates

    By Guest MFuentes, February 2, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 2, 2000

44. 401(k)/PS Product ideas for 15-30 ee's??

    By Guest Penny, January 21, 2000
    • 9 replies
    • 1.8k views
    • 
    • Jon Chambers
    • February 2, 2000

45. Top Paid Group Election

    By Guest, February 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 1, 2000

46. 401(k) payroll deductions and employer match

    By Guest Leo, December 2, 1999
    • 6 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • February 1, 2000

47. 1999 5500 Forms

    By Guest jfgc, January 29, 2000
    • 4 replies
    • 1.8k views
    • 
    • BeckyMiller
    • January 31, 2000

48. Remedial amendment period/Rev. Proc. 2000-20

    By Scuba 401, January 31, 2000
    • 0 replies
    • 1.7k views
    • 
    • Scuba 401
    • January 31, 2000

49. Forfeitures of terminated plan.

    By Guest HD, January 28, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 29, 2000

50. Electronic payment of withheld taxes

    By Guest, January 25, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 29, 2000