401(k) Plans

19,400 topics in this forum

1. Eligibility

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

2. Loan Defaults on 5500

   By Guest EdwardF, September 9, 1999
   • 5 replies
   • 2.6k views
   • 
   • lkpittman
   • September 30, 1999

3. allocation of forfeitures

   By Guest le190, September 29, 1999
   • 1 reply
   • 1.5k views
   • 
   • Ervin Barham
   • September 30, 1999

4. Beneficiary forms

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

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

   By John A, September 23, 1999
   • 6 replies
   • 2.4k views
   • 
   • John A
   • September 29, 1999

6. Summary Annual Reports

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

7. Forfeitures -- More generous?

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

8. Distribution

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

9. Partial Termination

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

10. bottom up qnec

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

11. Outstanding Checks

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

12. requested service agreement

    By richard, September 25, 1999
    • 0 replies
    • 1.5k views
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    • richard
    • September 25, 1999

13. Merger of Top Heavy and Non-Top Heavy Plans

    By KJohnson, September 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • September 25, 1999

14. Protected Benefits

    By Guest susan w, September 23, 1999
    • 5 replies
    • 7k views
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    • LCARUSI
    • September 25, 1999

15. Top Heavy Minimum/401(m) Matching

    By Guest datalife, April 23, 1999
    • 6 replies
    • 2.2k views
    • 
    • John A
    • September 23, 1999

16. Loan Fees

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

17. Safe Harbor NEC to another Plan

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

18. Top Heavy

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

19. US Citizen Working Overseas

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

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

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

21. Vesting current participants

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

22. QNEC to Satisfy Failed ADP Test

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

23. Deducting Contributions-Fiscal Year End

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

24. safe harbor - last day rule allowed?

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

25. 5500 Due Date

    By Guest Jeff P, July 23, 1999
    • 10 replies
    • 2.5k views
    • 
    • John A
    • September 20, 1999

26. 401(k) Hardship Provisions

    By lkpittman, September 17, 1999
    • 2 replies
    • 2.5k views
    • 
    • lkpittman
    • September 20, 1999

27. Transfer/Rollovers

    By Guest Redchip, August 17, 1999
    • 4 replies
    • 1.8k views
    • 
    • jlf
    • September 18, 1999

28. 5500 deadline

    By Guest ars, September 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 18, 1999

29. 401(k) transferring assets

    By Guest Lisa Allen, September 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 17, 1999

30. vesting

    By Guest le190, September 16, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

31. Participant Death

    By Guest chant44, September 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

32. Use of Erroneous Contribution

    By Guest Phil L, September 15, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 16, 1999

33. mergers

    By Guest susan w, September 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

34. Investing 401(k) contributions

    By Guest nday, September 14, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

35. Short Plan Year

    By Guest JBarn, September 15, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

36. Vesting in Affiliated Service Group

    By Guest, September 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

37. 5500 for 1999

    By Guest Frank Jackson, September 10, 1999
    • 1 reply
    • 1.3k views
    • 
    • BeckyMiller
    • September 16, 1999

38. Form 5500: Deferred Vested Benefit

    By Guest wwest, September 15, 1999
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • September 16, 1999

39. Safe harbor 401(k)

    By chris, September 14, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

40. Multiemployer Plans

    By Guest Harry Lutz, September 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 15, 1999

41. Old plan/New plan- are you limited to $30,000?

    By Guest Laura Millwood, September 14, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 1999

42. In and out of Safe Harbor year to year

    By Guest BJContreary, November 27, 1998
    • 7 replies
    • 1.6k views
    • 
    • Dowist
    • September 15, 1999

43. Sole Proprietor 401K

    By Guest J Samuelson, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 1999

44. Vacation pay deferral

    By Guest BJGrenier, September 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 15, 1999

45. 401(k) safe harbor

    By Guest JBeck, September 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

46. Dept of Labor regulations

    By Guest randy, September 14, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 1999

47. Direct Rollover

    By Guest Chris Bullick, September 9, 1999
    • 4 replies
    • 1.4k views
    • 
    • jlf
    • September 14, 1999

48. Early Retirement

    By kocak, September 11, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 1999

49. Conduit IRA

    By Guest cascigm, September 13, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 1999

50. Match Requirements

    By Guest JBarn, August 31, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 1999