401(k) Plans

19,275 topics in this forum

1. 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

2. Does this rehired employee have to wait another year before becoming a

   By Guest Sara H, August 3, 1999
   • 7 replies
   • 5.2k views
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   • Wessex
   • November 6, 1999

3. Change Employer Matching Contribution

   By Guest Sara H, August 3, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 5, 1999

4. Safe Harbor Contributions

   By Guest EBraxton, August 3, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • August 3, 1999

5. Safe Harbors - Timing of Contributions

   By Guest EBraxton, August 3, 1999
   • 1 reply
   • 1.4k views
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   • LCARUSI
   • August 4, 1999

6. List of plans requiring audits

   By Guest Stevejp, August 3, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • August 3, 1999

7. Fees charged to participants

   By Guest Bill Schulze, August 3, 1999
   • 2 replies
   • 1.4k views
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   • david rigby
   • August 3, 1999

8. Health Ins. Opt. Out...Mandatory 401(k)?

   By Guest Bob Rosenbaum, August 2, 1999
   • 4 replies
   • 1.8k views
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   • Guest
   • August 8, 1999

9. HCEs: look-back year or Determination Year?

   By Guest GregSelf, August 2, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • August 2, 1999

10. Partic. Loan

    By Guest cascigm, July 30, 1999
    • 1 reply
    • 1.8k views
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    • LCARUSI
    • August 2, 1999

11. Changing life expectancy once an MRD has started.

    By Guest MarkL, July 30, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 30, 1999

12. Self Directed Brokerage Usage

    By Guest Ken_Systems, July 30, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 5, 1999

13. $30,000 limit- between terminated and active plans.

    By Guest Laura Millwood, July 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

14. would anyone have a sample copy of an election form provided to partic

    By Guest AP, July 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 5, 1999

15. Sole Proprietor 401K questions

    By Guest J Samuelson, July 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • July 30, 1999

16. Safe harbors & eligibility requirements

    By Guest Beth N, July 29, 1999
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 16, 1999

17. 15% deductible limit in a 401(k) PS Plan--eligible to defer, not eligi

    By Guest Kelly R, July 27, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

18. Missing Participants

    By Guest Frank Jackson, July 27, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 28, 1999

19. Contributions after assuming a merged employer's plan mid-Plan Year.

    By KJohnson, July 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • July 27, 1999

20. ACP and 414(s)

    By Guest Amy Erlbacher Anderson, July 26, 1999
    • 3 replies
    • 2.1k views
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    • Guest
    • January 17, 2002

21. Form 5500 - 20% in single security

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

22. Company stock in 401K

    By Guest jc7032, July 24, 1999
    • 4 replies
    • 2.3k views
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    • LCARUSI
    • July 28, 1999

23. 5500 Due Date

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

24. Participate in more than one 401(k) plan?

    By Guest klc, July 23, 1999
    • 4 replies
    • 2.4k views
    • 
    • MWeddell
    • July 27, 1999

25. Average Benefits Test - Elective Contributions

    By Guest WFusfeld, July 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • July 23, 1999

26. Liquidating employer after plan termination but prior to distribution

    By KJohnson, July 22, 1999
    • 0 replies
    • 1.5k views
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    • KJohnson
    • July 22, 1999

27. Doc says OK to contrib up to 15% of comp - but what's comp? Plan year?

    By Guest mulrenan, July 22, 1999
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 26, 1999

28. Calculating earned income for a sole proprietor

    By Guest RICHEZ, July 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 22, 1999

29. 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

30. Comparison of 401(k) plans, 403(b) plans, and 457 plans available onli

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 21, 1999

31. Distributions prior to plan termination approval

    By Guest ksumner, July 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • lkpittman
    • July 21, 1999

32. 401k employee contribution limit

    By Guest mulrenan, July 21, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 23, 1999

33. Employee's salary reduction - employer contribution or employee contri

    By Guest PALAWYER, July 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • July 21, 1999

34. 401K Distribution on terminated plan due to company ownership change.

    By Guest JamesRRogers, July 21, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 21, 1999

35. 401k complianc

    By Guest PAUL MERLINO, July 20, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 1999

36. Distributions during plan termination

    By Guest ksumner, July 20, 1999
    • 8 replies
    • 2.9k views
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    • david rigby
    • July 31, 1999

37. rollover of h/s distributions

    By Guest akercher, July 20, 1999
    • 3 replies
    • 1.5k views
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    • MWeddell
    • July 21, 1999

38. 402(f) Notice

    By Guest L, July 19, 1999
    • 7 replies
    • 2.2k views
    • 
    • Alf
    • December 11, 2001

39. Employer contribution trends in 401K plans

    By Guest jpr9954, July 17, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 17, 1999

40. Florida Tax on Participant Loans

    By Guest Rick Menson, July 16, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 16, 1999

41. Excess deferrals and non-discrimination testing.

    By Guest Sara H, July 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 19, 1999

42. Automatic Enrollment (Negative elections)

    By Guest Rich Krahulec, July 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 17, 1999

43. How do you handle past due loan payments due to medical leave?

    By pbarrett, July 14, 1999
    • 4 replies
    • 3k views
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    • MWeddell
    • July 15, 1999

44. Top-Heavy correction

    By Guest cascigm, July 13, 1999
    • 3 replies
    • 1.8k views
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    • david rigby
    • July 15, 1999

45. booster contributions?

    By Guest le190, July 13, 1999
    • 5 replies
    • 1.6k views
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    • LCARUSI
    • July 14, 1999

46. Same Desk Rule

    By Guest pep, July 12, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 1999

47. Is he an HCE for the 1999 ADP test?

    By richard, July 12, 1999
    • 4 replies
    • 1.7k views
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    • LCARUSI
    • July 14, 1999

48. Safe Harbor and Short Plan Years

    By Guest JF, July 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 13, 1999

49. De Facto Terminations

    By Guest Laura Millwood, July 10, 1999
    • 2 replies
    • 1.9k views
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    • KJohnson
    • July 13, 1999

50. Supplemental Wages

    By Guest PACO, July 9, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • July 9, 1999