401(k) Plans

19,275 topics in this forum

1. Fees charged to participants

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

2. List of plans requiring audits

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

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

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

4. Partic. Loan

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

5. Distributions during plan termination

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

6. Changing life expectancy once an MRD has started.

   By Guest MarkL, July 30, 1999
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 30, 1999

7. Sole Proprietor 401K questions

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

8. $30,000 limit- between terminated and active plans.

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

9. Missing Participants

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

10. Company stock in 401K

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

11. 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

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

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

13. 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

14. Average Benefits Test - Elective Contributions

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

15. 401k employee contribution limit

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

16. Liquidating employer after plan termination but prior to distribution

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

17. Calculating earned income for a sole proprietor

    By Guest RICHEZ, July 22, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 22, 1999

18. Distributions prior to plan termination approval

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

19. 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

20. rollover of h/s distributions

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

21. 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

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

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

23. 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

24. 401k complianc

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

25. 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

26. Excess deferrals and non-discrimination testing.

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

27. International Transfer - 401k account options

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

28. Employer contribution trends in 401K plans

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

29. Automatic Enrollment (Negative elections)

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

30. Florida Tax on Participant Loans

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

31. Section 404 limits.

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

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

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

33. Top-Heavy correction

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

34. booster contributions?

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

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

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

36. Safe Harbor and Short Plan Years

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

37. De Facto Terminations

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

38. Same Desk Rule

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

39. Supplemental Wages

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

40. non union to union employee

    By Guest LBH, July 7, 1999
    • 1 reply
    • 2.2k views
    • 
    • LCARUSI
    • July 7, 1999

41. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
    • 0 replies
    • 1.5k views
    • 
    • Hoard1
    • July 7, 1999

42. Non-Profit Org 401(k) contribution limit

    By Guest kaybe, June 22, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 1999

43. Fees charged to terminated participants

    By LCARUSI, July 6, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 6, 1999

44. Naming Private Foundation as Beneficiary of 401(k)

    By chris, July 6, 1999
    • 0 replies
    • 1.6k views
    • 
    • chris
    • July 6, 1999

45. Profit Sharing effective 01/10 with 401(k) provisions effective 08/01

    By Guest Alex Calin, July 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 1999

46. 5500 vs. 5500c/r

    By Guest P A Weick, June 11, 1999
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 2, 1999

47. Terminating and establishing a new 401k plan

    By Guest WBrown, June 29, 1999
    • 7 replies
    • 14.2k views
    • 
    • richard
    • July 2, 1999

48. Are successor plan rules different for stock deals and corporate merge

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

49. Can a defaulted loan satisfy a minimum distribution?

    By Guest Frank Jackson, June 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 1, 1999

50. Spousal QJSA Waiver

    By Guest Barney Byrd, June 23, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 1999