401(k) Plans

19,317 topics in this forum

1. ADP/ACP testing error

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

2. 401(k) distribution if unemployed

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

3. Prefunding Contributions

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

4. Continuing to defer after hardship distribution.

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

5. converting defined benefit to 401(k)

   By Guest Liesl, May 27, 1999
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • June 23, 1999

6. Automatic Distributions - finding old participants

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

7. "Lost Participants"

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

8. 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

9. 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

10. OK to start 401k Safe Harbor?

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

11. Amended Tax Return

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

12. Improper Salary Deferrals

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

13. New Limits for the year 2000

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

14. Safe harbor plans

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

15. Deferral of bonus compensation after plan termination

    By Guest wolfpack, June 10, 1999
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • June 16, 1999

16. Vesting Schedules

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

17. Increasing Deferral Rates by Employees

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

18. Vesting tied to participation vs service

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

19. Deferral of Bonus after plan termination

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

20. Top 20% election

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

21. Net Unrealized Appreciation of Employer Stock

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

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

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

23. Controlled Groups

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

24. Post Tax

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

25. New Comp Plans

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

26. Beneficiaries - Can an institute be named?

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

27. OK to varying matching contribution rates each quarter?

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

28. industry averages

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

29. Match in Money Purchase Pension Plan

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

30. Deposit of deferrals - Blue Book Q&A

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

31. Qualified Military Leave & 401(k) Plans

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

32. Effect of 401(k) Deferrals on E/er 15% Deduction Limit on Contribution

    By chris, June 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • June 8, 1999

33. age 70 1/2 & older 401(k) participation

    By Alan Simpson, June 7, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 7, 1999

34. Employer Contribution Limit Calculation

    By Guest Ann, November 17, 1998
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • June 5, 1999

35. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 1999

36. Dividend Reinvestment Program (Drip) in qualified plan

    By Hoard1, June 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 4, 1999

37. 411(d)(6) anti-cut back rules-Are disability benefits protected?

    By Guest April J, June 4, 1999
    • 1 reply
    • 5.9k views
    • 
    • Wessex
    • June 4, 1999

38. 401(k) Plan for parternships with PCs

    By nancy, June 4, 1999
    • 0 replies
    • 1.4k views
    • 
    • nancy
    • June 4, 1999

39. When are Participant Statements due?

    By Hoard1, June 2, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • June 4, 1999

40. Prior Year ADP Testing

    By Guest Robb Muse, June 1, 1999
    • 2 replies
    • 1.8k views
    • 
    • LCARUSI
    • June 4, 1999

41. safe harbor formula

    By Guest Tom Freeman, June 1, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • June 1, 1999

42. Match forfeitures

    By pbarrett, May 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 1, 1999

43. Amount available for hardship

    By Guest kac1214, May 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • LCARUSI
    • May 30, 1999

44. Charging Administrative Expenses Against Plan Assets

    By Guest L, May 20, 1999
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • May 28, 1999

45. 415 Limit - Compensation Definition

    By richard, May 22, 1999
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • May 27, 1999

46. Timing of Profit Sharing

    By Guest Juice, May 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • Dan
    • May 27, 1999

47. 401(k) Match with Private Company Stock - Valuation required?

    By Guest MarieLittle, May 27, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • May 27, 1999

48. Hardship withdrawal for a Trade School

    By Guest Steve Nolan, May 26, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 1999

49. QDROs Benefits Accrued

    By Guest Brad5252, May 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 25, 1999

50. Recovering Fees and Commissions For Your Participants

    By Guest Charles Friday, May 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 24, 1999