401(k) Plans

19,275 topics in this forum

1. Safe Harbor Notice

   By Guest Rob, December 17, 1998
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 17, 1998

2. Last Day Clause

   By Guest Sara H, December 16, 1998
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • December 17, 1998

3. Contribution Limitations

   By Guest hkraft, December 16, 1998
   • 1 reply
   • 1.4k views
   • 
   • Larry M
   • December 17, 1998

4. 401K Plan Termination

   By Guest dmorgan, December 4, 1998
   • 2 replies
   • 2k views
   • 
   • Guest
   • December 16, 1998

5. Merge two companies into one

   By Guest HD WILLIAMS, December 15, 1998
   • 1 reply
   • 1.8k views
   • 
   • Ervin Barham
   • December 16, 1998

6. Statistics on ADP Testing and Compliance

   By Guest kp, December 15, 1998
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 15, 1998

7. ACP & MULTIPLE USE CORRECTION

   By Guest PWBAer, December 11, 1998
   • 3 replies
   • 1.5k views
   • 
   • MWeddell
   • December 14, 1998

8. ADP Excess For Deceased Participant

   By Guest Beavis, December 9, 1998
   • 3 replies
   • 3.2k views
   • 
   • LCARUSI
   • December 14, 1998

9. MATCH FOR PARTNERS IN 401(K)

   By Ervin Barham, December 11, 1998
   • 2 replies
   • 1.9k views
   • 
   • Chester
   • December 11, 1998

10. 401(K) and ROTH IRA

    By Guest crads4s, December 8, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

11. Using Prior Year NHCE ADP

    By Guest Jason Wioskowski, December 7, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

12. Employee Notice for Safe Harbor 401(k)?

    By LCARUSI, November 10, 1998
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

13. APRSC

    By Guest JB2, December 10, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

14. safe harbor quandary

    By Guest art, December 9, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1998

15. Exclusion from Testing of EEs < 21/1yr service

    By Guest J Samuelson, December 3, 1998
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 10, 1998

16. top heavy with ee deferral

    By Guest pensiondoc, December 10, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • December 10, 1998

17. Merge Plans of parent and new subsidiary?

    By Guest SJPrince, December 3, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 9, 1998

18. 401k rollover of retiree

    By Guest FGordon, December 8, 1998
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • December 9, 1998

19. Loan to S-Corp shareholder

    By Guest Larry J, December 7, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 8, 1998

20. Maintaining cost basis

    By Guest boetgerinc, December 8, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 8, 1998

21. ADP Calculation

    By Guest Beavis, December 7, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 1998

22. WHOSE COMPENSATION IS IT?

    By Guest CHRISTIE BOSS, December 7, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 1998

23. Partnership 401(k)'s

    By Guest Thornton, December 2, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 1998

24. Increasing participation of foreign nationals in 401(k) plans

    By Guest llerner, November 26, 1998
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 5, 1998

25. Disability and Compensation

    By Guest Beavis, December 4, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 1998

26. Safe Harbor and 414(s)

    By david shipp, December 4, 1998
    • 0 replies
    • 1.8k views
    • 
    • david shipp
    • December 4, 1998

27. Exclusion of employees

    By Guest Laura Millwood, December 3, 1998
    • 2 replies
    • 1.7k views
    • 
    • KIP KRAUS
    • December 4, 1998

28. alloc of employer match

    By Guest pensiondoc, December 3, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 1998

29. Vesting on job termination

    By Guest BBowles, December 1, 1998
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 3, 1998

30. Leased employee - HCE definition

    By Guest Keith N, December 3, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 3, 1998

31. Termination of Leased Employee Status

    By Guest BBowles, December 1, 1998
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • December 1, 1998

32. Safe Harbor Match - Who's Doing It?

    By Guest Hope Jones, December 1, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 1, 1998

33. Beta Test New Admin Software!!

    By Guest SJPrince, December 1, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 1998

34. 404 Deduction Limit

    By Guest JB2, December 1, 1998
    • 1 reply
    • 1.6k views
    • 
    • Chester
    • December 1, 1998

35. 401(k) contribution for terminating ee

    By Gary, December 1, 1998
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • December 1, 1998

36. Fiduciary liability for selection and monitoring investment advisers.

    By Guest Dale C, November 23, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 1998

37. After-tax Contributions/ Rollover

    By Guest Laura Millwood, November 30, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 30, 1998

38. Changes to safe harbor 401(k)

    By Guest mberk, November 25, 1998
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • November 29, 1998

39. Excess Elective Deferrals

    By Guest sbavely, November 17, 1998
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 25, 1998

40. Participant Investment Performance for Daily Valuation vs. Non-Daily V

    By Guest Knud Gotterup, November 23, 1998
    • 4 replies
    • 2.1k views
    • 
    • LCARUSI
    • November 25, 1998

41. Hardships: safe-harbor v facts & circumstances question???

    By Guest Philip Simpkins, November 25, 1998
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • November 25, 1998

42. Conditional Employer Match

    By Guest Tom Moses, November 11, 1998
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • November 24, 1998

43. Time period for contacting terminated employee

    By Guest Kiel, November 24, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 24, 1998

44. 410(b) "Free Ride"

    By Guest jdeets, November 20, 1998
    • 3 replies
    • 1.8k views
    • 
    • Wessex
    • November 23, 1998

45. Matching Contributions

    By Guest Curious, November 22, 1998
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • November 23, 1998

46. Calculating Partnership Maximum Contributions

    By Guest Thornton, October 27, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 22, 1998

47. Forfeitures

    By Guest JB2, November 10, 1998
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • November 21, 1998

48. Canadian Employee in 401(k) Profit Sharing Plan

    By LCARUSI, November 13, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 21, 1998

49. HELP! Same Desk Rule Blues

    By Guest Adam1, November 7, 1998
    • 9 replies
    • 2.7k views
    • 
    • Wessex
    • November 21, 1998

50. 401(k) vesting for classes

    By Guest Robert Lees, November 20, 1998
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • November 20, 1998