401(k) Plans

19,294 topics in this forum

1. 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

2. Top-Heavy correction

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

3. booster contributions?

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

4. 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

5. Safe Harbor and Short Plan Years

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

6. De Facto Terminations

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

7. Same Desk Rule

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

8. Supplemental Wages

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

9. non union to union employee

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

10. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
    • 0 replies
    • 1.6k views
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    • Hoard1
    • July 7, 1999

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

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

12. Fees charged to terminated participants

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

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

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

14. 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

15. 5500 vs. 5500c/r

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

16. Terminating and establishing a new 401k plan

    By Guest WBrown, June 29, 1999
    • 7 replies
    • 14.3k views
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    • richard
    • July 2, 1999

17. 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

18. Can a defaulted loan satisfy a minimum distribution?

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

19. Spousal QJSA Waiver

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

20. Charges to Participants' Accounts

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

21. Mid Year Non-discrimination Testing

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

22. 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
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    • Guest
    • June 29, 1999

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

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

24. 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

25. Excluded Employers of a 401(k) Plan

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

26. Installment

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

27. Forfeiture Allocation

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

28. ADP/ACP testing error

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

29. 401(k) distribution if unemployed

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

30. Prefunding Contributions

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

31. Continuing to defer after hardship distribution.

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

32. converting defined benefit to 401(k)

    By Guest Liesl, May 27, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • June 23, 1999

33. Automatic Distributions - finding old participants

    By Guest Karen Renee, March 3, 1999
    • 7 replies
    • 1.7k views
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    • david rigby
    • June 23, 1999

34. "Lost Participants"

    By Guest Laura Millwood, May 27, 1999
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • June 23, 1999

35. 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

36. 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

37. OK to start 401k Safe Harbor?

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

38. Amended Tax Return

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

39. Improper Salary Deferrals

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

40. New Limits for the year 2000

    By Tom Poje, May 25, 1999
    • 2 replies
    • 1.6k views
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    • Tom Poje
    • June 17, 1999

41. Safe harbor plans

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

42. Deferral of bonus compensation after plan termination

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

43. Vesting Schedules

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

44. Increasing Deferral Rates by Employees

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

45. Vesting tied to participation vs service

    By pbarrett, May 28, 1999
    • 4 replies
    • 2.4k views
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    • david rigby
    • June 15, 1999

46. Deferral of Bonus after plan termination

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

47. Top 20% election

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

48. Net Unrealized Appreciation of Employer Stock

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

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

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

50. Controlled Groups

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