401(k) Plans

19,275 topics in this forum

1. HCEs Took Distribution/Plan Fails ADP Test

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

2. 404(c) AND STABLE VALUE FUNDS

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

3. loans and spousal consent

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

4. Match made in Employer Securities

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

5. Can an existing Money Purchase Plan be amended to a Safe Harbor 401(k)

   By Guest dwayne, January 28, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • February 18, 1999

6. 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
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   • PLAN MAN
   • February 18, 1999

7. investing 401k deferrals in in house funds

   By Guest billy bong, December 21, 1998
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 17, 1999

8. Increasing 401(k) Participation

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

9. Notification rules for plan transfer

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

10. 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

11. Definition of SS Integration

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

12. ADP test for first year that NHCEs are in Plan

    By Lynn Campbell, January 29, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 1999

13. 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

14. 401(k) Withdrawals

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

15. 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

16. 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

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

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

18. Non Calendar Year Safe Harbor 401(k)

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

19. mp cont required before 401k cont?

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

20. Safe Harbor 401(k)

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

21. 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

22. 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

23. A New Failed ADP Correction Method

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

24. 401(k) SIMPLE WHERE PREVIOUS PLAN EXISTED

    By Guest JB2, February 3, 1999
    • 4 replies
    • 1.7k views
    • 
    • LCARUSI
    • February 5, 1999

25. Excess Distributions

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

26. Distribution upon Sale of Subsidiary

    By Scott, February 2, 1999
    • 5 replies
    • 2.8k views
    • 
    • QDROphile
    • February 3, 1999

27. Successor Plan for Distribution Limits

    By Guest rcm, January 30, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 3, 1999

28. Salary Deferrals/Canadian Participant

    By Guest greymann, January 28, 1999
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 2, 1999

29. 5500 AUDIT REPORT

    By Guest JB2, February 1, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 1, 1999

30. Eligibility when an employee has less than 1000 hours.

    By Guest Sara H, January 29, 1999
    • 4 replies
    • 2.5k views
    • 
    • MWeddell
    • February 1, 1999

31. Social Security Integration Rate

    By davef, January 27, 1999
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 30, 1999

32. Prior Plan Year Testing Method

    By Guest Edward McElroy, January 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • Chester
    • January 29, 1999

33. Need Help with 410 (b) Calc (Corrected Summary)

    By Guest GG, January 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

34. Keogh Plan excess contributions

    By Guest ticket, January 29, 1999
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 29, 1999

35. Need Help with 401 (b) Calc

    By Guest GG, January 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

36. Which fees can be charged to participants?

    By Guest TBene, January 27, 1999
    • 7 replies
    • 2.8k views
    • 
    • Wessex
    • January 28, 1999

37. HCEs, prior year data, eligible compensation questions for ADP test

    By Guest EBC, January 26, 1999
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • January 28, 1999

38. Does the new Form 5500 schedule Q have to be 410-b compliant?

    By Guest Jim Deb, January 27, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 1999

39. Training Videos

    By Guest Marcus, January 23, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 27, 1999

40. 1099 Reporting

    By Guest pay, January 25, 1999
    • 4 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • January 26, 1999

41. "Shifting" %'s in ADP/ACP Test

    By Guest LOhmer, December 16, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 25, 1999

42. Controlled Group-Employed by 2 companies

    By Guest Laura Millwood, January 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • January 25, 1999

43. Partner Opts Out of Profit Sharing Piece?

    By Guest D_NITSCHE, January 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

44. QNEC reflected on w-2?

    By Guest PAM, January 22, 1999
    • 1 reply
    • 5.5k views
    • 
    • MWeddell
    • January 22, 1999

45. Profit Sharing, employee vs. employer contribution?

    By Guest oppy, January 19, 1999
    • 7 replies
    • 6.1k views
    • 
    • Greg Judd
    • January 22, 1999

46. Participant Opting out of Profit Sharing and Money Purchase Pension Pl

    By LCARUSI, January 7, 1999
    • 14 replies
    • 8.2k views
    • 
    • Guest
    • January 21, 1999

47. hardship distributions

    By Guest Jan C, January 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 1999

48. 401(k) transfer/withdrawal

    By Guest jladuca, January 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 1999

49. 401(k)Billing Software

    By Guest TAM, January 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • January 20, 1999

50. Net Unrealized Appreciation in a NON LUMPSUM distribution

    By Guest jrseattle, January 16, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 19, 1999