401(k) Plans

19,275 topics in this forum

1. Section 404 limits.

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

2. 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

3. non union to union employee

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

4. Real Estate Investments in 401(k) Plan

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

5. Change of Union Status for ADP/ACP testing

   By Guest jvi, July 6, 1999
   • 6 replies
   • 3.3k views
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   • MWeddell
   • March 28, 2002

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

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

7. Fees charged to terminated participants

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

8. Should a CODA plan be designed(or amended) to comply with the Safe Har

   By Guest Alex Calin, July 5, 1999
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • April 15, 2001

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

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

10. Bottom Up QNEC

    By Guest Frank Jackson, July 2, 1999
    • 11 replies
    • 4.1k views
    • 
    • ccassetty
    • April 3, 2003

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

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

12. Charges to Participants' Accounts

    By Scott, July 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • July 1, 1999

13. Can a defaulted loan satisfy a minimum distribution?

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

14. Mid Year Non-discrimination Testing

    By Guest JBDixon, June 29, 1999
    • 2 replies
    • 2.4k views
    • 
    • Fredman
    • June 30, 1999

15. Does a 401(h) plan no longer contributed to and is funded thru pensi

    By Guest reesbe, June 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 29, 1999

16. Is a 401 k plan "self-directed" if plan has 50 mutual funds

    By Guest reesbe, June 29, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 1999

17. Excluded Employers of a 401(k) Plan

    By Guest RS Vatalaro, June 29, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 29, 1999

18. Terminating and establishing a new 401k plan

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

19. Forfeiture Allocation

    By Guest Sara H, June 29, 1999
    • 1 reply
    • 4.2k views
    • 
    • LCARUSI
    • June 29, 1999

20. How do you do ADP testing when 2 plans merged during the plan year??

    By Guest LJS, June 25, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 29, 1999

21. Prefunding Contributions

    By Guest Paul Hinderegger, June 25, 1999
    • 2 replies
    • 3.5k views
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    • Ervin Barham
    • June 25, 1999

22. 401(k) distribution if unemployed

    By Guest lvs, June 23, 1999
    • 3 replies
    • 1.9k views
    • 
    • M R Bernardin
    • June 25, 1999

23. ADP/ACP testing error

    By Guest Sara H, June 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • June 25, 1999

24. Spousal QJSA Waiver

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

25. Should a terminated participant terminated before changing vesting sch

    By Guest Rob Morgan, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 23, 1999

26. Continuing to defer after hardship distribution.

    By Guest Thornton, June 22, 1999
    • 1 reply
    • 1.5k views
    • 
    • Spencer
    • June 25, 1999

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

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

28. OK to start 401k Safe Harbor?

    By Jean, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 21, 1999

29. Installment

    By Guest JimD, June 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • LCARUSI
    • June 29, 1999

30. Amended Tax Return

    By Guest J Samuelson, June 18, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 18, 1999

31. Improper Salary Deferrals

    By Guest DaveB, June 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 1999

32. Safe Harbor Plan Can you have one with after tax matching contribution

    By Guest Kelly McCarthy, June 15, 1999
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 1999

33. Vesting Schedules

    By Guest russo40, June 15, 1999
    • 2 replies
    • 1.7k views
    • 
    • M R Bernardin
    • June 16, 1999

34. Increasing Deferral Rates by Employees

    By Guest Tracy, June 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 16, 1999

35. Deferral of Bonus after plan termination

    By Guest wolfpack, June 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 1999

36. Top 20% election

    By nancy, June 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • June 14, 1999

37. 5500 vs. 5500c/r

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

38. New Comp Plans

    By Guest LBH, June 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 1999

39. Beneficiaries - Can an institute be named?

    By Guest CMYoung, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 11, 1999

40. Change from After-tax to Pre-tax dollars.

    By Guest yahoo, June 10, 1999
    • 3 replies
    • 2.1k views
    • 
    • Kathy
    • June 11, 1999

41. Net Unrealized Appreciation of Employer Stock

    By Guest Luis G, June 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 11, 1999

42. Deferral of bonus compensation after plan termination

    By Guest wolfpack, June 10, 1999
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • June 16, 1999

43. industry averages

    By Guest Juracek, June 9, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 1999

44. Controlled Groups

    By Guest Laura Millwood, June 9, 1999
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • June 11, 1999

45. Post Tax

    By Guest Frank Jackson, June 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • June 11, 1999

46. OK to varying matching contribution rates each quarter?

    By Guest halka, June 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 10, 1999

47. Deposit of deferrals - Blue Book Q&A

    By Guest Philip Simpkins, June 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 1999

48. Match in Money Purchase Pension Plan

    By Guest Luci, June 8, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dowist
    • June 9, 1999

49. Qualified Military Leave & 401(k) Plans

    By Guest Doug Rosing, June 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 1999

50. Safe harbor plans

    By Guest Theresa, June 8, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 17, 1999