401(k) Plans

19,294 topics in this forum

1. Prior Plan Year Testing Method

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

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

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

3. Keogh Plan excess contributions

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

4. Need Help with 401 (b) Calc

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

5. Which fees can be charged to participants?

   By Guest TBene, January 27, 1999
   • 7 replies
   • 2.9k views
   • 
   • Wessex
   • January 28, 1999

6. 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

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

   By Guest Jim Deb, January 27, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • January 27, 1999

8. Training Videos

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

9. 1099 Reporting

   By Guest pay, January 25, 1999
   • 4 replies
   • 1.9k views
   • 
   • Lynn Campbell
   • January 26, 1999

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

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

11. Controlled Group-Employed by 2 companies

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

12. Partner Opts Out of Profit Sharing Piece?

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

13. QNEC reflected on w-2?

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

14. Profit Sharing, employee vs. employer contribution?

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

15. 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

16. hardship distributions

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

17. 401(k) transfer/withdrawal

    By Guest jladuca, January 20, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 21, 1999

18. 401(k)Billing Software

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

19. Net Unrealized Appreciation in a NON LUMPSUM distribution

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

20. foreign language assistance

    By Guest PeterGulia, January 16, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 1999

21. Top Heavy Allocation Compensation

    By Guest Henry Schneider, January 14, 1999
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • January 16, 1999

22. 10% early w/d penalty on hardship deferrals?

    By Guest capato, January 13, 1999
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 15, 1999

23. Professional Employer Organizations (PEO's)401(k)Plan

    By Guest EDSAADE, January 14, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 14, 1999

24. No Highly Compensated Employees in 401(k) Plan?

    By Guest PAM, January 8, 1999
    • 10 replies
    • 2.9k views
    • 
    • MWeddell
    • January 14, 1999

25. Language for investment option changes

    By Guest Brad Brewer, January 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 13, 1999

26. Aftertax - Loans

    By Guest Michelle, January 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 13, 1999

27. EMPLOYER MATCHING CONTRIBUTIONS

    By Guest elizabeth, January 11, 1999
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 11, 1999

28. In-service distributions

    By Guest SPiwowar, January 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 8, 1999

29. 401(a)(17) - Application to Salary Reductions

    By Guest bjg, January 6, 1999
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 1999

30. Participant exceeding salary reduction limit stated in document

    By Guest elizabeth, January 6, 1999
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 1999

31. New provision for(k)s for 1999

    By Guest ROUSE, January 6, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • January 7, 1999

32. Highly compensated employees

    By Guest linda clement, January 6, 1999
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • January 7, 1999

33. Partnership to Corporation/What to do with existing plans?

    By Guest Thornton, January 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

34. EE and ER definitions for "contract" employee - Who contribu

    By Guest BJJ, January 6, 1999
    • 0 replies
    • 4.3k views
    • 
    • Guest
    • January 6, 1999

35. Safe Harbor Match plus nonvesting match?

    By Guest Laura Millwood, January 5, 1999
    • 6 replies
    • 2.2k views
    • 
    • david shipp
    • January 6, 1999

36. RMD calendar year date? Is it date processed or check date to comply?

    By Guest Matt Young, January 5, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • January 6, 1999

37. Gainsharing as 401k discretionary ER contribution

    By Guest Kerry, January 5, 1999
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • January 5, 1999

38. 401(k)employer deduction

    By Guest TCAT, January 5, 1999
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • January 5, 1999

39. Plan Termination In Anticipation of Merger

    By Guest djsimonetti, January 5, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 5, 1999

40. Negative elections for current employees?

    By Wessex, November 23, 1998
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • January 5, 1999

41. Participation Levels

    By Guest JSinbad, January 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 4, 1999

42. P/S Deductability

    By Guest Thornton, December 30, 1998
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • January 4, 1999

43. Nonelective Safe Harbor

    By Guest djsimonetti, December 29, 1998
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

44. Failed to follow participant direction

    By Guest ERead, December 31, 1998
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 31, 1998

45. Employee Education

    By Guest LexPlannner, December 14, 1998
    • 6 replies
    • 1.7k views
    • 
    • Jon Chambers
    • December 31, 1998

46. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 31, 1998

47. PROFIT SHARING CONTRIBUTION NOT MADE FOR OWNERS IN PRIOR YEAR

    By Guest PAM, December 30, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 31, 1998

48. Prefunding ER Match Contributions

    By Guest gself, December 29, 1998
    • 10 replies
    • 3k views
    • 
    • Guest
    • December 31, 1998

49. 1998/1999 Deferred Compensation Limit

    By Guest Barney Byrd, December 30, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 30, 1998

50. Compensation for self employed for ADP/ACP testing

    By Guest rwright, December 30, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 1998