401(k) Plans

19,294 topics in this forum

1. Cross tested allocation

   By Guest Jane Freeman, September 3, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 10, 1999

2. Multiple Use Test

   By Guest pep, September 9, 1999
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • September 9, 1999

3. 401k and Employer stock

   By Guest halka, September 9, 1999
   • 1 reply
   • 1.5k views
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   • MoJo
   • September 9, 1999

4. 404(c) compliance

   By Guest le190, September 9, 1999
   • 1 reply
   • 1.4k views
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   • Guest
   • September 9, 1999

5. Valuing Real Property in 401k

   By Guest halka, September 9, 1999
   • 0 replies
   • 1.9k views
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   • Guest
   • September 9, 1999

6. HCE Deferral Changes to Pass ADP

   By Guest Juice, September 9, 1999
   • 2 replies
   • 1.9k views
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   • Wessex
   • September 9, 1999

7. Transfer of 401K to IRA

   By jlf, September 8, 1999
   • 3 replies
   • 1.5k views
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   • LCARUSI
   • September 8, 1999

8. Cap on matching contribution

   By Richard Anderson, September 4, 1999
   • 2 replies
   • 1.7k views
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   • Wessex
   • September 8, 1999

9. After tax dollars in a 401k plan.

   By Guest Denise Murphy, September 2, 1999
   • 2 replies
   • 1.6k views
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   • Guest
   • September 8, 1999

10. Reinstated forfeitures after rehire

    By Richard Anderson, September 4, 1999
    • 1 reply
    • 2.5k views
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    • LCARUSI
    • September 8, 1999

11. Statistics on Failure of ACP/ADP?

    By Guest susan w, August 16, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 1999

12. Union employees & standardized prototype

    By Jean, September 2, 1999
    • 4 replies
    • 1.7k views
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    • KJohnson
    • September 3, 1999

13. APRSC

    By Guest Gibson, September 3, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • September 3, 1999

14. Negative/Passive Enrollment in 401(k)

    By Guest Linnea118, September 2, 1999
    • 1 reply
    • 1.7k views
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    • david rigby
    • September 3, 1999

15. Hardship Distribution

    By Guest Theresa, September 1, 1999
    • 1 reply
    • 1.5k views
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    • Richard Anderson
    • September 3, 1999

16. Maximum Keogh Contribution for owner/employer

    By Guest ELZ, September 1, 1999
    • 2 replies
    • 2.2k views
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    • Guest
    • September 2, 1999

17. Military Leave & Loans

    By Guest EdwardF, August 24, 1999
    • 6 replies
    • 2.3k views
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    • Wessex
    • September 1, 1999

18. What constitutes a legally binding Salary Reduction Agreement?

    By Guest efringe, August 19, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 1, 1999

19. 401(k) Small Employer - 4 F/T employees

    By Guest, August 25, 1999
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • September 1, 1999

20. 401k and company stock

    By Guest jefbwerner, August 16, 1999
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • September 1, 1999

21. Coverage-"Fail Safe" language still allowed in document?

    By Guest JMLSON, August 23, 1999
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • September 1, 1999

22. Hardship distributions-- what are "other events provided for in r

    By Guest Milt Colegrove, August 19, 1999
    • 4 replies
    • 2.6k views
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    • MWeddell
    • September 1, 1999

23. 20% WH on Loans

    By Guest PCI, August 31, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 1, 1999

24. How much can you contribute when plan year crosses calendar year

    By Alan Simpson, August 26, 1999
    • 7 replies
    • 1.5k views
    • 
    • Kathy
    • September 1, 1999

25. Administration fees

    By Guest LBH, August 30, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

26. APRSC & ADP Failure

    By Guest ELS, August 10, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

27. Penalty tax on distribution of excess deferrals?

    By Richard Anderson, August 27, 1999
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • August 31, 1999

28. Simp 401(k) plan wanting new comp feature

    By pbarrett, August 30, 1999
    • 0 replies
    • 1.5k views
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    • pbarrett
    • August 30, 1999

29. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!

    By jlf, August 28, 1999
    • 2 replies
    • 1.8k views
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    • jlf
    • August 30, 1999

30. Transfer/Rollover II

    By Guest Redchip, August 20, 1999
    • 8 replies
    • 2.3k views
    • 
    • jlf
    • August 30, 1999

31. determining a highly compensated employee

    By Guest abg, August 22, 1999
    • 6 replies
    • 2.1k views
    • 
    • Kathy
    • August 30, 1999

32. HCE Determination

    By Guest le190, August 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 29, 1999

33. top heavy 401(k) first plan year

    By Guest Mike Kimball, August 19, 1999
    • 4 replies
    • 2.1k views
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    • Richard Anderson
    • August 28, 1999

34. Early Eligibility for Full-Time, 1 Year for Part-time

    By rocknrolls2, August 26, 1999
    • 5 replies
    • 2k views
    • 
    • rocknrolls2
    • August 27, 1999

35. Involuntary Distributions

    By Guest Frank Jackson, August 26, 1999
    • 1 reply
    • 2.2k views
    • 
    • Richard Anderson
    • August 27, 1999

36. investment consultant performance

    By Guest pokorski, August 27, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • August 27, 1999

37. charitable trust as beneficiary of participant

    By Guest cascigm, August 25, 1999
    • 2 replies
    • 1.6k views
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    • Wessex
    • August 26, 1999

38. Multiple employer plan and termination

    By Guest friedbrain, August 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 26, 1999

39. match differentials with HCE's benefitting

    By Guest RS Vatalaro, August 25, 1999
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 26, 1999

40. Different Match for Different Classifications of Employees

    By Guest RS Vatalaro, August 25, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • August 26, 1999

41. ESOP401(K)Annual Addition limits.

    By Guest Babs, August 7, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 25, 1999

42. Withholding Hardship Dist.

    By Hoard1, August 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • August 25, 1999

43. Any amendments needed for plan termination besides GUST?

    By Guest Tom Collins, August 10, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 1999

44. Sole Proprietors and 401(k)

    By Guest jmurph, August 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 23, 1999

45. Hardship - School Loans

    By Guest Milt Colegrove, August 23, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • August 23, 1999

46. Late Form 5500

    By Guest JBarn, August 18, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 1999

47. Form 5500 - 20% in single security

    By Spencer, July 26, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 20, 1999

48. ADP Testing and Union Employees

    By Guest KBurket, August 11, 1999
    • 2 replies
    • 4.5k views
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    • Wessex
    • August 18, 1999

49. Considering changes in the investment options of our 404(c) compliant

    By Guest Kennedy, August 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 18, 1999

50. Top Heavy Contributions for Hardship Withdrawal Employees

    By Guest Mark Manning, August 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • August 17, 1999