401(k) Plans

19,275 topics in this forum

1. New top-heavy 401(k) plan implemented 7/1/98 - must minimum top heavy

   By Guest ANNEBV, October 13, 1999
   • 1 reply
   • 1.4k views
   • 
   • Richard Anderson
   • October 14, 1999

2. HCE Determination in short plan year

   By Guest MPITTS, October 12, 1999
   • 3 replies
   • 2.1k views
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   • John A
   • October 14, 1999

3. Can a utility service sponsor a 401(k) plan or does it have to be a 40

   By Guest WHill, October 12, 1999
   • 1 reply
   • 1.3k views
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   • MWeddell
   • October 12, 1999

4. Safe Harbor 401(k) ADP/ACP Question

   By John A, October 11, 1999
   • 5 replies
   • 1.7k views
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   • John A
   • October 11, 1999

5. controll group/affiliated service group

   By Guest ars, October 9, 1999
   • 3 replies
   • 2k views
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   • Guest
   • October 15, 1999

6. Line 27d Form 5500 transaction in excess of 5% - for 401(k) plans, sho

   By Guest Frank Jackson, October 8, 1999
   • 1 reply
   • 2.2k views
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   • Guest
   • October 15, 1999

7. Company Stock inside a 401(k)

   By Guest boetgerinc, October 8, 1999
   • 1 reply
   • 1.6k views
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   • Kirk Maldonado
   • October 8, 1999

8. Matching contribution with employer stock

   By Guest Jay Walters, October 8, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • October 8, 1999

9. Domestic/Foreign Trust

   By Guest, October 7, 1999
   • 4 replies
   • 2k views
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   • Guest
   • October 15, 1999

10. Is it clear that compensation under 404 includes compensation for the

    By John A, October 7, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • October 7, 1999

11. If an employer makes the 3% QNEC under a safe harbor plan, I understan

    By Guest, October 7, 1999
    • 2 replies
    • 1.8k views
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    • John A
    • October 7, 1999

12. Safe harbor deadlines

    By Guest Ephesian431, October 6, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • October 6, 1999

13. Disallowing elective contributions from those with 401(k) withdrawals/

    By Guest KOlsen, October 6, 1999
    • 3 replies
    • 1.7k views
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    • Dowist
    • October 7, 1999

14. 410(b) minimum coverage failure - how to retroactively amend if the pl

    By Guest Phil L, October 6, 1999
    • 3 replies
    • 3.9k views
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    • Guest
    • October 7, 1999

15. Submit 401(k) Plan for Determination Letter

    By chris, October 6, 1999
    • 1 reply
    • 1.7k views
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    • MWeddell
    • October 7, 1999

16. Benefit elecitons for "two-stage" distributions

    By KJohnson, October 5, 1999
    • 3 replies
    • 1.7k views
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    • david rigby
    • October 6, 1999

17. Does anyone have a sample participant notice announcing the adoption o

    By Guest Alison Putnam, October 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2000

18. Status of IRS Determination Letters for Prototypes

    By Guest Mark Manning, October 5, 1999
    • 1 reply
    • 1.7k views
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    • Wessex
    • October 6, 1999

19. Distributions from a 401k with ER stock. (NUA).

    By Guest Denise Murphy, October 4, 1999
    • 1 reply
    • 1.7k views
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    • Guest
    • October 6, 1999

20. Form 5500-C/R

    By Guest Theresa, October 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 1999

21. Foreign rollover to US Plan

    By Guest Frank Jackson, October 4, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • October 4, 1999

22. Employer stock as matching contribution

    By Guest Melissa Winslow, October 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • October 7, 1999

23. Disability distribution

    By Guest scm, October 4, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 4, 1999

24. What is the time limit for 401k distributions?

    By Guest MaggieRose, October 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • October 4, 1999

25. Master Trust or Not?

    By Guest Walter Patricio, October 1, 1999
    • 5 replies
    • 5.9k views
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    • MoJo
    • October 5, 1999

26. Estimated Indexed Limits for 2000?

    By Guest, September 30, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • October 29, 1999

27. allocation of forfeitures

    By Guest le190, September 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 30, 1999

28. Help - Misguided CPA!

    By Guest PLHart, September 29, 1999
    • 8 replies
    • 1.9k views
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    • GBurns
    • October 22, 1999

29. Employee has exceeded $10,000 pre-tax contribution, can he still contr

    By Guest Diana Prewitt, September 29, 1999
    • 2 replies
    • 1.5k views
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    • MWeddell
    • October 1, 1999

30. Employers fiduciary responsibility as Plan Administrator

    By Guest tmdolf, September 29, 1999
    • 4 replies
    • 2.1k views
    • 
    • Jon Chambers
    • October 7, 1999

31. Eligibility

    By Guest Ephesian431, September 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 1, 1999

32. Plan Year Different from Company Fiscal Year

    By LCARUSI, September 29, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 13, 1999

33. Exclusions of Employees from Plan

    By Hoard1, September 28, 1999
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • October 3, 1999

34. Summary Annual Reports

    By Guest T L Williamson, September 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • September 29, 1999

35. Beneficiary forms

    By Guest Chris O'Daniel, September 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 29, 1999

36. Forfeitures -- More generous?

    By Guest wwest, September 28, 1999
    • 1 reply
    • 1.4k views
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    • david rigby
    • September 28, 1999

37. Distribution

    By Guest Melissa Winslow, September 27, 1999
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 28, 1999

38. bottom up qnec

    By Guest youngt, September 27, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 1999

39. requested service agreement

    By richard, September 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • richard
    • September 25, 1999

40. HCE determination--anyone electing top paid group?

    By Guest SJPrince, September 24, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 5, 1999

41. Merger of Top Heavy and Non-Top Heavy Plans

    By KJohnson, September 24, 1999
    • 1 reply
    • 1.7k views
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    • Dowist
    • September 25, 1999

42. Safe Harbor 401(k)

    By MWeddell, September 24, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 6, 1999

43. Top-Heavy Minimum/401(m) Matching Part II

    By John A, September 23, 1999
    • 6 replies
    • 2.3k views
    • 
    • John A
    • September 29, 1999

44. Protected Benefits

    By Guest susan w, September 23, 1999
    • 5 replies
    • 6.9k views
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    • LCARUSI
    • September 25, 1999

45. Outstanding Checks

    By Guest Chris O'Daniel, September 23, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 27, 1999

46. US Citizen Working Overseas

    By Guest, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

47. ADP/ACP Testing - Correction

    By Guest ANNEBV, September 23, 1999
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 26, 2001

48. Top Heavy

    By Guest Sagamore, September 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 23, 1999

49. Safe Harbor NEC to another Plan

    By KJohnson, September 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • September 23, 1999

50. Terminating Standardized 401 Plans - can anyone recommend an organizat

    By Guest dflin, September 22, 1999
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2000