401(k) Plans

19,275 topics in this forum

1. Separate ADP/ACP Testing of Otherwise Excludable Employees

   By MWeddell, February 26, 1999
   • 1 reply
   • 2.6k views
   • 
   • Disco Stu
   • February 26, 1999

2. Failed ADP

   By Guest pensiondoc, February 26, 1999
   • 10 replies
   • 2.1k views
   • 
   • Disco Stu
   • March 27, 2002

3. Safe Harbor- Compensation Definition

   By Guest Laura Millwood, February 25, 1999
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • February 26, 1999

4. Restoration of forfeiture

   By Guest Do, February 25, 1999
   • 1 reply
   • 2.9k views
   • 
   • Disco Stu
   • February 26, 1999

5. HCE status in asset acquisition

   By Guest friedbrain, February 25, 1999
   • 2 replies
   • 2.5k views
   • 
   • david shipp
   • February 25, 1999

6. Loan Repayments - Balloon

   By Guest Richele, February 24, 1999
   • 1 reply
   • 1.9k views
   • 
   • Kathy
   • February 24, 1999

7. Loan amortization schedules

   By Jean, February 24, 1999
   • 2 replies
   • 1.7k views
   • 
   • LCARUSI
   • March 5, 1999

8. Match contribution as a mistake of fact

   By Jean, February 24, 1999
   • 2 replies
   • 2.1k views
   • 
   • Jean
   • March 1, 1999

9. Criteria for 10 day extension if 15 Bz day missed for contributions

   By Guest Richele, February 24, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 24, 1999

10. Mergers & Acquisitions- Merging 401(K) Plans.

    By Guest RichardLHill, February 24, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • March 5, 1999

11. Mid-year termination of 401(k) Plan

    By Guest PAM, February 23, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 26, 1999

12. Plan Amendments after the Plan Year

    By Guest Marjorie Rogers, February 23, 1999
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • February 26, 1999

13. Mergers/Acquisitions-what happens to the participants money under old

    By Guest Karen Renee, February 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

14. Small business service providers

    By Guest MAC, February 21, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 1999

15. If plan passed WITHOUT restructuring in 1997, but failed WITH restuctu

    By Guest Mich, February 20, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 9, 1999

16. If shifted in 1997, which NHCE%s do you use from prior year for 1998 (

    By Guest Mich, February 20, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 1999

17. non-discrim testing for salaried vs. hourly plans

    By Guest le190, February 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • LCARUSI
    • February 23, 1999

18. Safe Harbor 401(k) for Calendar Year 1999

    By Guest J Samuelson, February 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 21, 1999

19. ACP results if no prior year ACP Test

    By Guest Dennis, February 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 21, 1999

20. HCEs Took Distribution/Plan Fails ADP Test

    By Guest Liz Mikkelson, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Disco Stu
    • February 19, 1999

21. loans and spousal consent

    By Guest friedbrain, February 18, 1999
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • February 19, 1999

22. Match made in Employer Securities

    By M R Bernardin, February 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • M R Bernardin
    • February 18, 1999

23. Integrated Profit Sharing with Inservice Withdrawals

    By Guest Frank Jackson, February 17, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 23, 1999

24. Top heavy percentage - 60.71% rounds down to 60%, so plan not top-heav

    By Jean, February 17, 1999
    • 15 replies
    • 3.6k views
    • 
    • AndyH
    • July 24, 2002

25. PLAN SPONSORS PARTING WAYS

    By Guest PAM, February 17, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 22, 1999

26. Safe Harbor 401(k)nonelective contribution satisfied in money purchase

    By Guest Bill Mulkern, February 16, 1999
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • April 12, 2016

27. Code Sec 404(a)(3) Deduction Limit - Can you count Comp of a Participa

    By Guest David Danziger, February 16, 1999
    • 6 replies
    • 2.8k views
    • 
    • PLAN MAN
    • February 18, 1999

28. Increasing 401(k) Participation

    By Guest John Rains, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 1999

29. Notification rules for plan transfer

    By Guest sjloud, February 15, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • February 16, 1999

30. 12(b)-1 fee Reimbursement

    By Guest Laura Millwood, February 15, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 4, 1999

31. 404(c) AND STABLE VALUE FUNDS

    By Guest penfirn, February 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • February 19, 1999

32. non-trustee partner recieving commissions as rep on 401(k) plan

    By Guest Darren Graff, February 11, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 1999

33. Amendment period

    By Guest Theresa Irvin, February 11, 1999
    • 10 replies
    • 3.5k views
    • 
    • Alonzo
    • July 31, 2000

34. Penalties for Failure to Deposit 401(k) Contributions in a Timely Mann

    By LCARUSI, February 11, 1999
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • February 12, 1999

35. 401(k) Withdrawals

    By Guest Redchip, February 11, 1999
    • 4 replies
    • 2.1k views
    • 
    • QDROphile
    • February 12, 1999

36. 401(k) Safe Harbors Match w/ an additional forfeitable match

    By Guest RMassa, February 11, 1999
    • 3 replies
    • 1.6k views
    • 
    • david shipp
    • February 12, 1999

37. Right to Receive Copy of Form 5500-C/R

    By Guest Theresa Irvin, February 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 11, 1999

38. Plan wording for negative elections

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

39. Non Calendar Year Safe Harbor 401(k)

    By Guest SPollock, February 9, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 9, 1999

40. mp cont required before 401k cont?

    By Guest billy bong, February 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • February 9, 1999

41. In-Service Distrtibution

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

42. H'ship WD/12-Month Suspension/Stock Options

    By Guest jgferrei, February 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 10, 1999

43. Safe Harbor 401(k)

    By Guest rshawlaw, February 7, 1999
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • February 9, 1999

44. Date by Which New 401(k) Plans can adopt Safe Harbor status for 1999

    By Guest David Danziger, February 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 9, 1999

45. Top heavy test / related employer

    By Guest JB2, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2002

46. A New Failed ADP Correction Method

    By Guest D_NITSCHE, February 5, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 1999

47. Definition of SS Integration

    By Guest JB2, February 5, 1999
    • 4 replies
    • 2.3k views
    • 
    • Dave Baker
    • February 14, 1999

48. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 1999

49. Is it possible to amend a plan to remove the Joint Survivor Annuity?

    By Guest Sara H, February 3, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 8, 1999

50. ADP/ACP Testing - Prior Vs Current

    By Guest Dennis, February 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 1999