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401(k) Plans

19,275 topics in this forum

  1. When doing a distribution of Excess Aggreate Contributions to correct

    By Guest jeffgh24,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  2. When forfeitures pay admin expenses....

    By Guest DCPensionGal,
    • 3 replies
    • 1k views
    • Guest
    • Guest

  3. When had a "distribution" of excess contributions occurred?

    By Guest Grumpy455,
    • 28 replies
    • 4.3k views
    • Guest
    • Guest

  4. When is 'loss date' for late deferrals?

    By BG5150,
    • 11 replies
    • 3.1k views

  5. When is 10% penalty waived on hardship distributions?

    By Guest irenes,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  6. When is 401(k) plan considered liquidated with installment sale of a plan asset?

    By Tom,
    • 1 reply
    • 367 views

  7. When is a Broker an Advisor?

    By Guest RIA,
    • 2 replies
    • 1.2k views

  8. When is a compensation test required?

    By Guest MES,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  9. when is a deferral considered late for for 5500 purposes for an owner

    By efwrpa,   
    • 1 reply
    • 500 views

  10. when is a deferral remittance actually considered "late"

    By M Norton,
    • 11 replies
    • 2.6k views

  11. When is a loan in default?

    By Guest DWARD,
    • 5 replies
    • 2.9k views

  12. When is a match not a match?

    By K2retire,
    • 10 replies
    • 1.3k views

  13. When is a participant loan "made"? When they call or when t

    By Guest Cliff Langwith,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  14. When is a stockholder/owner considered "terminated"?

    By jkharvey,
    • 3 replies
    • 1k views

  15. When is an employee really considered "hired"

    By Guest DIGMYDOG,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  16. When is automatic enrollment not automatic enrollment?

    By CTipper,
    • 14 replies
    • 2.6k views
    • MSN
    • MSN

  17. When is Contribution "Made?"

    By Guest ralar,
    • 1 reply
    • 1.1k views

  18. When is contribution deductible, plan is calendar year but employer is

    By jkharvey,
    • 0 replies
    • 1.5k views

  19. When is earned income deemed paid for safe harbor 401(k) purposes?

    By Doghouse,   
    • 3 replies
    • 1k views

  20. When is it a short plan year?

    By jkharvey,
    • 3 replies
    • 1.5k views

  21. When is it better to make the 3% nonelective safe harbor contribution

    By chris,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  22. When is Layoff considered Separation of Service?

    By Guest JasonElliott,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  23. When is merger effective and how to report?

    By Kac1214,
    • 3 replies
    • 557 views

  24. When is someone a participant (again)

    By BG5150,
    • 1 reply
    • 804 views

  25. When is the deadline for making matching contributions?

    By Guest W. Blake,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  26. when is the money "deposited"

    By K2retire,
    • 2 replies
    • 941 views

  27. When must acquired employees enter 401(k) plan after merger?

    By Alonzo,
    • 3 replies
    • 3.6k views
    • Guest
    • Guest

  28. When Should salary deferrals start

    By Guest LHaskell,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  29. When the Market Opens....

    By Guest gsl,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  30. When to withhold money for Automatic Enrollment plans

    By leesuh12,
    • 4 replies
    • 717 views

  31. When to allow change in deferral amount

    By jkharvey,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  32. When to issue a SMM

    By Guest Bud,
    • 9 replies
    • 3.2k views

  33. When to pay excise tax on refunds

    By dragondon,
    • 1 reply
    • 671 views

  34. When to RFP

    By Guest gmykytyn,
    • 2 replies
    • 1.4k views
    • Bird
    • Bird

  35. When to use component plan testing

    By austin3515,
    • 2 replies
    • 2.4k views

  36. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  37. When would a sole proprietor (with no employee) want a § 401(k) arrangement?

    By Peter Gulia,   
    • 4 replies
    • 564 views

  38. When/how to send special tax notice for after-tax withdrawals?

    By Guest khartford,
    • 1 reply
    • 998 views
    • GMK
    • GMK

  39. Where are the COLAs?

    By austin3515,
    • 10 replies
    • 1.1k views

  40. Where are the COLAs??

    By austin3515,
    • 18 replies
    • 2k views

  41. Where can I find lists of recent (1999 and 2000) legislation, IRS Rev.

    By John A,
    • 2 replies
    • 1.4k views

  42. Where can I find prime rate for 401(k) loans?

    By Guest Blueglass,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  43. Where can I find teh preambles to the regs

    By BG5150,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  44. Where can we find information about the average % that employers contr

    By Guest JFBEARB,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  45. Where do I file an ERISA complaint?

    By Guest rachel miller,
    • 2 replies
    • 2.9k views

  46. Where do I find a ERISA attorney?

    By Guest dulan,
    • 6 replies
    • 2.6k views

  47. where to account for forfeitiures on the 5500?

    By JHalligan,
    • 2 replies
    • 705 views

  48. Where to Deduct on Tax Return

    By rblum50,
    • 7 replies
    • 10.1k views

  49. Where to get an IRA ROTH

    By Guest mlconsumer,
    • 5 replies
    • 1k views
    • GMK
    • GMK

  50. Where to get ERISA Outline Book?

    By Guest Melissa Winslow,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest
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