401(k) Plans

19,334 topics in this forum

1. In-Service Distrtibution

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

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

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

5. RMD's...part II

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

6. top heavy - aggregation

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

7. 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

8. RMD's

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

9. 5500 Test Run

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

10. Part-time employees

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

11. Change from ESOP to P/S

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

12. Safe harbor 401(k) nonelective contribution

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

13. Employer Matching Deposiet Time Limits?

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

14. Testing rules for amounts distributed under APRSC

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

15. Excess deferral and related matching

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

16. 1997 Excess Contribution Refunds

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

17. Participant Directed Brokerage or "supermarket" accounts in

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

18. Plans of Cntrolled Groups of Corporations

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

19. How long is too long?

    By Guest KaroliHayes, December 22, 1998
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

20. General nondiscrimination tests. administrative

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

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

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

22. MultiEmployer 401(k) Plan

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

23. 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

24. Employer liability concerns growing for 401(k) plans

    By Guest llerner, February 3, 1999
    • 6 replies
    • 1.8k views
    • 
    • Greg Judd
    • March 9, 1999

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

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

26. Custom and volume sumitter documents

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

27. Plan Document - updated for TRA'86

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

28. Loan amortization schedules

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

29. Matching Contribution Calculation when plan failed ADP Test

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

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

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

31. forfeitability and accrual requirements for matching contributions mad

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

32. 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

33. 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

34. 401(k) Fees

    By Guest JSinbad, December 15, 1998
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

35. 12(b)-1 fee Reimbursement

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

36. Top Heavy Question

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

37. 5500 Form / Contributions rec'd after PYE

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

38. Multiple Employer Plan?

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

39. Family Attribution Rules

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

40. 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

41. Match contribution as a mistake of fact

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

42. Small business service providers

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

43. Lost Check, and Reduction Rules

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

44. Separate ADP/ACP Testing of Otherwise Excludable Employees

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

45. Safe Harbor- Compensation Definition

    By Guest Laura Millwood, February 25, 1999
    • 1 reply
    • 2.4k views
    • 
    • MWeddell
    • February 26, 1999

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

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

47. Plan Amendments after the Plan Year

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

48. Restoration of forfeiture

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

49. HCE status in asset acquisition

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

50. Loan Repayments - Balloon

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