401(k) Plans

19,275 topics in this forum

1. 401(k) deposited > 15 days after month end; Q 27e & 27f on Form

   By Guest Kelly R, July 21, 1999
   • 4 replies
   • 1.8k views
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   • Guest
   • October 12, 1999

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. Employer stock as matching contribution

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

12. Employers fiduciary responsibility as Plan Administrator

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

13. 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

14. Safe harbor deadlines

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

15. 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

16. Safe Harbor 401(k)

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

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

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

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

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

19. Master Trust or Not?

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

20. Form 5500-C/R

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

21. Foreign rollover to US Plan

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

22. Disability distribution

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

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

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

24. Exclusions of Employees from Plan

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

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

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

26. Eligibility

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

27. Loan Defaults on 5500

    By Guest EdwardF, September 9, 1999
    • 5 replies
    • 2.5k views
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    • lkpittman
    • September 30, 1999

28. allocation of forfeitures

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

29. Beneficiary forms

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

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

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

31. Summary Annual Reports

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

32. Forfeitures -- More generous?

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

33. Distribution

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

34. Partial Termination

    By Guest wwest, September 17, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 1999

35. bottom up qnec

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

36. Outstanding Checks

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

37. requested service agreement

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

38. 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

39. Protected Benefits

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

40. Top Heavy Minimum/401(m) Matching

    By Guest datalife, April 23, 1999
    • 6 replies
    • 2.1k views
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    • John A
    • September 23, 1999

41. Loan Fees

    By Guest LBH, August 30, 1999
    • 5 replies
    • 1.6k views
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    • Guest
    • September 23, 1999

42. Safe Harbor NEC to another Plan

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

43. Top Heavy

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

44. US Citizen Working Overseas

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

45. Discussion with Author of 98-52 (Safe Harbor 401k)

    By Guest John Smith, November 13, 1998
    • 4 replies
    • 1.6k views
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    • SoCalActuary
    • September 23, 1999

46. Vesting current participants

    By Guest SAG, September 21, 1999
    • 1 reply
    • 1.5k views
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    • david rigby
    • September 21, 1999

47. QNEC to Satisfy Failed ADP Test

    By Guest ELS, September 21, 1999
    • 2 replies
    • 3.5k views
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    • MWeddell
    • September 21, 1999

48. Deducting Contributions-Fiscal Year End

    By Guest ELS, September 21, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 21, 1999

49. safe harbor - last day rule allowed?

    By Guest billy bong, September 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • September 21, 1999

50. 5500 Due Date

    By Guest Jeff P, July 23, 1999
    • 10 replies
    • 2.4k views
    • 
    • John A
    • September 20, 1999