401(k) Plans

19,294 topics in this forum

1. Match contribution as a mistake of fact

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

2. Small business service providers

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

3. Lost Check, and Reduction Rules

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

4. Separate ADP/ACP Testing of Otherwise Excludable Employees

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

5. Safe Harbor- Compensation Definition

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

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

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

7. Plan Amendments after the Plan Year

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

8. Restoration of forfeiture

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

9. HCE status in asset acquisition

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

10. Loan Repayments - Balloon

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

11. 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

12. 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

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

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

14. Integrated Profit Sharing with Inservice Withdrawals

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

15. PLAN SPONSORS PARTING WAYS

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

16. ACP results if no prior year ACP Test

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

17. ADP/ACP Testing - Prior Vs Current

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

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. 404(c) AND STABLE VALUE FUNDS

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

22. loans and spousal consent

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

23. Match made in Employer Securities

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

24. 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

25. 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

26. investing 401k deferrals in in house funds

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

27. Increasing 401(k) Participation

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

28. Notification rules for plan transfer

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

29. 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

30. Definition of SS Integration

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

31. 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

32. 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

33. 401(k) Withdrawals

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

34. 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

35. 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

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

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

37. Non Calendar Year Safe Harbor 401(k)

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

38. mp cont required before 401k cont?

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

39. Safe Harbor 401(k)

    By Guest rshawlaw, February 7, 1999
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • February 9, 1999

40. 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

41. 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

42. A New Failed ADP Correction Method

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

43. 401(k) SIMPLE WHERE PREVIOUS PLAN EXISTED

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

44. Excess Distributions

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

45. Distribution upon Sale of Subsidiary

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

46. Successor Plan for Distribution Limits

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

47. Salary Deferrals/Canadian Participant

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

48. 5500 AUDIT REPORT

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

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

    By Guest Sara H, January 29, 1999
    • 4 replies
    • 2.6k views
    • 
    • MWeddell
    • February 1, 1999

50. Social Security Integration Rate

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