401(k) Plans

19,275 topics in this forum

1. How to exclude nonresident aliens from ADP testing even though they ar

   By Guest Do, April 21, 1999
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • April 26, 1999

2. Compensation for Unrelated Multiple Employers

   By Guest Thornton, April 23, 1999
   • 1 reply
   • 1.5k views
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   • Guest
   • April 23, 1999

3. treatment of former employees

   By Guest Charlie Stevens, April 20, 1999
   • 6 replies
   • 2.5k views
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   • david shipp
   • April 21, 1999

4. Valuation Date for Stock Contributions

   By Jon Chambers, April 21, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 21, 1999

5. Distribution basis recovery

   By Sue H, April 8, 1999
   • 1 reply
   • 1.4k views
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   • LCARUSI
   • April 20, 1999

6. Redeposit of a distribution done in error

   By Guest pnnenno, April 15, 1999
   • 3 replies
   • 2.1k views
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   • Fredman
   • April 20, 1999

7. Internal Plan Expenses

   By Guest gpr, April 9, 1999
   • 1 reply
   • 2.1k views
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   • davef
   • April 20, 1999

8. Top Heavy Minimums

   By Guest sbavely, April 20, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • April 20, 1999

9. What to do in a 401(k) merger where the plan to be merged was not prop

   By Guest ejohnson, April 19, 1999
   • 3 replies
   • 1.4k views
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   • Guest
   • April 20, 1999

10. Multiple 401(k)Employer Plan/Determination Letter

    By Guest Wineman, April 1, 1999
    • 5 replies
    • 2.1k views
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    • Guest
    • April 20, 1999

11. Plan wording for negative elections

    By Guest amock, February 10, 1999
    • 6 replies
    • 1.5k views
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    • Larry M
    • April 13, 1999

12. Payment of Plan Expenses

    By Guest Maddog, April 2, 1999
    • 4 replies
    • 1.8k views
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    • Guest
    • April 9, 1999

13. 1% owner for key employee

    By nancy, April 7, 1999
    • 8 replies
    • 3.9k views
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    • Dan
    • April 9, 1999

14. Employer contribution

    By Guest massarrat, April 8, 1999
    • 1 reply
    • 1.4k views
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    • Ervin Barham
    • April 8, 1999

15. Excludable Employees

    By Guest J Samuelson, April 2, 1999
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • April 7, 1999

16. Early distribution from qualified employer plan to fund first time hom

    By Guest Vic Olson, April 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • April 7, 1999

17. ACP TESTING

    By Guest Dennis, April 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 1999

18. Reversion of Plan Assets

    By Guest m thom, April 3, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • April 5, 1999

19. 401(k) into a Roth IRA

    By Guest bdo111, March 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 1999

20. 403(b) Rollovers

    By Guest Thornton, March 23, 1999
    • 5 replies
    • 2.1k views
    • 
    • jlf
    • April 3, 1999

21. Pre-tax deferrals after 401(a)(17) limit

    By Guest Tom Moses, October 7, 1998
    • 17 replies
    • 5.7k views
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    • Larry M
    • April 3, 1999

22. Excise tax on excess contributions

    By nancy, March 29, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • April 2, 1999

23. Benefits for Volunteer Firefighters

    By Guest Thornton, April 2, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • April 2, 1999

24. Determining Income for Partners

    By Dan, March 20, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 1, 1999

25. Top Heavy

    By Guest Frank Jackson, March 31, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 31, 1999

26. Amending MPPP to 401(k)

    By Guest CAM, March 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 1999

27. Must an employer using a non-standardized prototype document file for

    By Guest Mark Manning, March 31, 1999
    • 3 replies
    • 1.7k views
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    • MWeddell
    • March 31, 1999

28. Timing of 1099-Rs to Participants

    By Guest CMS, March 30, 1999
    • 5 replies
    • 2.2k views
    • 
    • MWeddell
    • March 31, 1999

29. safe harbor match for th minimum

    By Guest billy bong, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Lynn Campbell
    • March 31, 1999

30. 401(k) Fees...Variable Annuities....all are not created equal !

    By Guest andoniangh, March 7, 1999
    • 2 replies
    • 1.9k views
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    • Guest
    • March 31, 1999

31. Plan Investments

    By Guest gpr, March 31, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • March 31, 1999

32. Amendments, Amendments, Amendments....

    By Guest Frank Jackson, March 26, 1999
    • 4 replies
    • 2.2k views
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    • MWeddell
    • March 30, 1999

33. 401(k)Plan Investment Policy Statements

    By Guest Brad Brewer, March 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 1999

34. HCE Determination

    By davef, March 16, 1999
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 29, 1999

35. Beneficiaries

    By Guest pay, March 27, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 27, 1999

36. Matching contributions for Self-employed/Partners

    By Guest GeorgeK, March 17, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • March 26, 1999

37. Prohibited Transaction

    By Guest Thornton, March 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • March 26, 1999

38. 401(k) Prohibited Transaction

    By Guest Paul Hinderegger, March 25, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 25, 1999

39. Top 20% of Employees

    By imchipbrown, March 19, 1999
    • 8 replies
    • 1.9k views
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    • MWeddell
    • March 25, 1999

40. Limits on a 501(c)(14) corp

    By Guest Booker, March 23, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 23, 1999

41. Would can I contact if I have problems with my employer about my 401k.

    By Guest rogie, March 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • LCARUSI
    • March 23, 1999

42. In-Service Distrtibution

    By Guest HD WILLIAMS, February 9, 1999
    • 9 replies
    • 1.7k views
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    • Guest
    • March 23, 1999

43. Regulations concerning ex-patriots of US qualified DC plans

    By Guest ATaylor, March 11, 1999
    • 4 replies
    • 1.8k views
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    • Guest
    • March 23, 1999

44. What is the typical 401(k) match in a small software company?

    By Guest Judy BrownWescott, March 22, 1999
    • 1 reply
    • 1.6k views
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    • LCARUSI
    • March 23, 1999

45. Treatment of deferrals after amendment excluding cammisioned employees

    By Guest Alex Calin, March 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 19, 1999

46. RMD's...part II

    By Guest le190, March 18, 1999
    • 3 replies
    • 1.6k views
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    • david shipp
    • March 18, 1999

47. top heavy - aggregation

    By Guest Laura A, March 18, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 18, 1999

48. Is employee of joint venture treated as an HCE if Compensation Less Th

    By Guest Edward McElroy, March 17, 1999
    • 1 reply
    • 1.8k views
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    • MWeddell
    • March 18, 1999

49. RMD's

    By Guest le190, March 16, 1999
    • 2 replies
    • 1.5k views
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    • Tom Poje
    • March 17, 1999

50. 5500 Test Run

    By Guest Thornton, March 16, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 1999