401(k) Plans

19,337 topics in this forum

1. Benefits for Volunteer Firefighters

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

2. Payment of Plan Expenses

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

3. Excludable Employees

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

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

   By Guest Wineman, April 1, 1999
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • April 20, 1999

5. Top Heavy

   By Guest Frank Jackson, March 31, 1999
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • March 31, 1999

6. Plan Investments

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

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

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

8. Amending MPPP to 401(k)

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

9. Timing of 1099-Rs to Participants

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

10. safe harbor match for th minimum

    By Guest billy bong, March 30, 1999
    • 1 reply
    • 1.5k views
    • 
    • Lynn Campbell
    • March 31, 1999

11. 401(k)Plan Investment Policy Statements

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

12. Excise tax on excess contributions

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

13. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.8k views
    • 
    • Alf
    • March 9, 2000

14. Beneficiaries

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

15. Amendments, Amendments, Amendments....

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

16. 401(k) into a Roth IRA

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

17. 401(k) Prohibited Transaction

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

18. Can an Exsisting Profit Sharing Plan Amend to a Safe Harbor 401(k) or

    By Guest Arch, March 25, 1999
    • 15 replies
    • 7.1k views
    • 
    • RatherBeGolfing
    • August 19, 2021

19. Prohibited Transaction

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

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

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

21. 403(b) Rollovers

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

22. 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

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

    By Guest Judy BrownWescott, March 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • March 23, 1999

24. Determining Income for Partners

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

25. Top 20% of Employees

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

26. top heavy - aggregation

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

27. RMD's...part II

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

28. 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

29. 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
    • 
    • MWeddell
    • March 18, 1999

30. Matching contributions for Self-employed/Partners

    By Guest GeorgeK, March 17, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • March 26, 1999

31. 5500 Test Run

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

32. RMD's

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

33. Change from ESOP to P/S

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

34. Part-time employees

    By Guest philippa, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dan
    • March 16, 1999

35. HCE Determination

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

36. 1997 Excess Contribution Refunds

    By Guest AP, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999

37. Testing rules for amounts distributed under APRSC

    By M R Bernardin, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999

38. Safe harbor 401(k) nonelective contribution

    By Guest le190, March 12, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 15, 1999

39. Plans of Cntrolled Groups of Corporations

    By Hoard1, March 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • March 12, 1999

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

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

41. Participant Directed Brokerage or "supermarket" accounts in

    By Guest Kerry, March 11, 1999
    • 3 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • March 12, 1999

42. Excess deferral and related matching

    By Guest Dennis Siko, March 11, 1999
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • March 12, 1999

43. Exclusion of Types of Compensation for ADP/ACP Testing Purposes.

    By Guest gcrechale, March 9, 1999
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • March 10, 1999

44. Are "in-laws" Key EE's?

    By Guest Dennis Siko, March 9, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dan
    • March 9, 1999

45. General nondiscrimination tests. administrative

    By Guest Dale C, March 8, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • March 10, 1999

46. 401(k) Fees...Variable Annuities....all are not created equal !

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

47. Custom and volume sumitter documents

    By Guest AP, March 7, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • March 8, 1999

48. Plan Document - updated for TRA'86

    By Guest AP, March 7, 1999
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • March 8, 1999

49. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2001

50. MultiEmployer 401(k) Plan

    By Guest Stephanie G, March 5, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • March 10, 1999