401(k) Plans

19,317 topics in this forum

1. 403(b) Rollovers

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

2. 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
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   • LCARUSI
   • March 23, 1999

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

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

4. Determining Income for Partners

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

5. Top 20% of Employees

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

6. top heavy - aggregation

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

7. RMD's...part II

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

8. 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

9. 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

10. Matching contributions for Self-employed/Partners

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

11. 5500 Test Run

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

12. RMD's

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

13. Change from ESOP to P/S

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

14. Part-time employees

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

15. HCE Determination

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

16. 1997 Excess Contribution Refunds

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

17. Testing rules for amounts distributed under APRSC

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

18. Safe harbor 401(k) nonelective contribution

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

19. Plans of Cntrolled Groups of Corporations

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

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

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

21. Participant Directed Brokerage or "supermarket" accounts in

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

22. Excess deferral and related matching

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

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

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

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

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

25. General nondiscrimination tests. administrative

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

26. 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

27. Custom and volume sumitter documents

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

28. Plan Document - updated for TRA'86

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

29. 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

30. MultiEmployer 401(k) Plan

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

31. Matching Contribution Calculation when plan failed ADP Test

    By Dan, March 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dan
    • March 5, 1999

32. Employer Matching Deposiet Time Limits?

    By Guest TYounkin, March 4, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 1999

33. Automatic Distributions - finding old participants

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

34. How do we set up a new safe harbor plan for 1999 after 3/1/99?

    By Lynn Campbell, March 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 1999

35. Multiple Employer Plan?

    By Guest GG, March 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 1999

36. 5500 Form / Contributions rec'd after PYE

    By Jean, March 2, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

37. Family Attribution Rules

    By Guest AP, March 2, 1999
    • 1 reply
    • 7.1k views
    • 
    • david shipp
    • March 2, 1999

38. forfeitability and accrual requirements for matching contributions mad

    By Guest NMpensions, March 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

39. USING PRIOR YEAR ADP TESTING METHOD WHEN THIS IS ACTUALLY 2ND YEAR OF

    By Guest pdall, March 1, 1999
    • 3 replies
    • 2k views
    • 
    • Dan
    • March 2, 1999

40. Top Heavy Question

    By kocak, February 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 1999

41. Can a plan document be changed to allow the deferral of a bonus with n

    By Guest Sara H, February 26, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 1999

42. Lost Check, and Reduction Rules

    By Guest JB2, February 26, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 1999

43. Separate ADP/ACP Testing of Otherwise Excludable Employees

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

44. Failed ADP

    By Guest pensiondoc, February 26, 1999
    • 10 replies
    • 2.2k views
    • 
    • Disco Stu
    • March 27, 2002

45. Safe Harbor- Compensation Definition

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

46. Restoration of forfeiture

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

47. HCE status in asset acquisition

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

48. Loan Repayments - Balloon

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

49. Loan amortization schedules

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

50. Match contribution as a mistake of fact

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