401(k) Plans

19,294 topics in this forum

1. 401(k) distributions

   By Guest Barb@PaineWebber, August 16, 1999
   • 5 replies
   • 3k views
   • 
   • M R Bernardin
   • August 17, 1999

2. Does a controlled group of businesses exist?

   By Guest Barry, August 11, 1999
   • 8 replies
   • 2k views
   • 
   • Guest
   • August 17, 1999

3. Safe harbors & eligibility requirements

   By Guest Beth N, July 29, 1999
   • 5 replies
   • 2.2k views
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   • Guest
   • August 16, 1999

4. Covering Summer Help

   By Guest SPollock, August 14, 1999
   • 1 reply
   • 1.5k views
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   • Ervin Barham
   • August 16, 1999

5. HIre Date

   By Guest psk, August 12, 1999
   • 1 reply
   • 1.5k views
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   • Guest
   • August 14, 1999

6. Fee for Safe-Harbor 401(k)

   By chris, August 9, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • August 11, 1999

7. Spousal consent for hardship withdrawals

   By Guest rim, August 11, 1999
   • 3 replies
   • 5.6k views
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   • Guest
   • August 11, 1999

8. How long can they float my 401(k) funds?

   By Guest MHerrick, August 5, 1999
   • 2 replies
   • 1.9k views
   • 
   • MoJo
   • August 11, 1999

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

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

10. Should I terminate my 401k.

    By Guest Joe P, August 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 1999

11. 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

12. New Safe Harbor Rule

    By Alan Simpson, October 13, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

13. 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

14. Company takeover - Orphan 401k account: What are the employees options

    By Guest skbenlc, August 5, 1999
    • 1 reply
    • 2.1k views
    • 
    • MoJo
    • August 5, 1999

15. Self Directed Brokerage Usage

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

16. New 401k for employees coming off Administaff

    By Guest Mark Porter, August 4, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 5, 1999

17. Change Employer Matching Contribution

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

18. Safe Harbors - Timing of Contributions

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

19. Safe Harbor Contributions

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

20. Fees charged to participants

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

21. List of plans requiring audits

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

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

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

23. Partic. Loan

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

24. Distributions during plan termination

    By Guest ksumner, July 20, 1999
    • 8 replies
    • 3k views
    • 
    • david rigby
    • July 31, 1999

25. Changing life expectancy once an MRD has started.

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

26. Sole Proprietor 401K questions

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

27. $30,000 limit- between terminated and active plans.

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

28. Missing Participants

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

29. Company stock in 401K

    By Guest jc7032, July 24, 1999
    • 4 replies
    • 2.4k views
    • 
    • LCARUSI
    • July 28, 1999

30. 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

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

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

32. 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

33. Average Benefits Test - Elective Contributions

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

34. 401k employee contribution limit

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

35. Liquidating employer after plan termination but prior to distribution

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

36. Calculating earned income for a sole proprietor

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

37. Distributions prior to plan termination approval

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

38. 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

39. rollover of h/s distributions

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

40. allowing deferrals in 401(k) plan before document is actually executed

    By Guest beth beaube, July 7, 1999
    • 12 replies
    • 2.5k views
    • 
    • LCARUSI
    • July 21, 1999

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

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

42. 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

43. 401k complianc

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

44. How can a plan sponsor find out if a 5500 has been filed with the IRS?

    By Guest Shea, May 13, 1999
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 1999

45. Excess deferrals and non-discrimination testing.

    By Guest Sara H, July 16, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 19, 1999

46. International Transfer - 401k account options

    By Guest pascarp, November 11, 1998
    • 5 replies
    • 9.8k views
    • 
    • Guest
    • July 18, 1999

47. Employer contribution trends in 401K plans

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

48. Automatic Enrollment (Negative elections)

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

49. Florida Tax on Participant Loans

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

50. Section 404 limits.

    By Guest Thornton, July 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 1999