401(k) Plans

19,275 topics in this forum

1. Key Employee Definition

   By Guest PWBAer, November 20, 1998
   • 1 reply
   • 2.5k views
   • 
   • MWeddell
   • November 20, 1998

2. Employer canceled the 401k

   By Guest Tboyle, November 14, 1998
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • November 20, 1998

3. Employer Stock for Matching Contributions

   By Guest FergyJR, November 19, 1998
   • 2 replies
   • 2.4k views
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   • QDROphile
   • November 19, 1998

4. Safe Harbor Matching

   By Guest Rob, November 18, 1998
   • 1 reply
   • 1.7k views
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   • MWeddell
   • November 19, 1998

5. Automatic 401(k) Enrollment

   By Guest Sheree Wynn, November 18, 1998
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • November 18, 1998

6. 401K Matching

   By Guest jtobin, November 17, 1998
   • 3 replies
   • 1.6k views
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   • Guest
   • November 18, 1998

7. 401(k) safe harbor: notice to participants

   By Guest Rob, November 17, 1998
   • 3 replies
   • 1.9k views
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   • LCARUSI
   • November 18, 1998

8. Plan sponsor has disappeared

   By Guest PWBAer, November 13, 1998
   • 2 replies
   • 1.8k views
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   • Guest
   • November 18, 1998

9. ADP - changing methods

   By Dawn Hafner, September 23, 1998
   • 8 replies
   • 2.3k views
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   • Guest
   • November 17, 1998

10. Look-Back HCE Status in First Plan Year

    By Guest LWYRRCM, November 13, 1998
    • 7 replies
    • 6.3k views
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    • MWeddell
    • November 16, 1998

11. Simple 401(k) Plans

    By Guest JHamilton, November 14, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 1998

12. Schedule A Regs

    By Guest TORTORA, November 13, 1998
    • 1 reply
    • 1.6k views
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    • Guest
    • November 13, 1998

13. "First" Plan Year for 401 k Plan

    By Guest LWYRRCM, November 13, 1998
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • November 13, 1998

14. Safe Harbor 401(k)

    By Guest Mac Lewis, September 2, 1998
    • 31 replies
    • 6.1k views
    • 
    • LCARUSI
    • November 13, 1998

15. CURRENT VS. PRIOR DATA IN PERFORMING ADP/ACP

    By Guest CHRISTIE BOSS, November 12, 1998
    • 4 replies
    • 1.8k views
    • 
    • LCARUSI
    • November 13, 1998

16. IRS Notice 98-1 and 3% NHCE Percentage for PY

    By Guest Edward McElroy, November 9, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 13, 1998

17. HELP! Transfer of Assets

    By Guest Phil L, November 10, 1998
    • 3 replies
    • 3.9k views
    • 
    • MWeddell
    • November 12, 1998

18. Don't Post to Safe Harbor 401(k) - Mac Lewis

    By LCARUSI, November 12, 1998
    • 0 replies
    • 1.7k views
    • 
    • LCARUSI
    • November 12, 1998

19. Changing a Vesting Schedule

    By Guest Steve Nolan, November 11, 1998
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 1998

20. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

    By Tom Poje, November 2, 1998
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 11, 1998

21. PROHIBITED?

    By Guest CHRISTIE BOSS, November 7, 1998
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • November 11, 1998

22. Tiered Matching Contributions

    By Guest Laura Millwood, November 9, 1998
    • 3 replies
    • 2.6k views
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    • Tom Poje
    • November 11, 1998

23. Form EBS-1

    By Guest Laura Millwood, November 9, 1998
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • November 10, 1998

24. Corporate Mergers - 401k plans and testing

    By Guest Kerry, October 20, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 1998

25. Shopping for a new 401(k) program

    By Guest JSinbad, October 30, 1998
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 1998

26. 401(k) as element of compensation package

    By Guest SandiiR, November 9, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 9, 1998

27. compensation

    By Guest jzporter, November 5, 1998
    • 3 replies
    • 1.9k views
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    • david shipp
    • November 9, 1998

28. TOP HEAVY TEST

    By Guest JB2, November 7, 1998
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • November 9, 1998

29. Final 5500 for merged plans

    By Guest Laura A, November 4, 1998
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 1998

30. 5500 filing when plan takeover occurs

    By Guest Jodi, November 4, 1998
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 7, 1998

31. Plan Merger

    By Guest FAZEKAS, November 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • November 6, 1998

32. 401k in 1999

    By Guest SPiwowar, November 6, 1998
    • 1 reply
    • 2.3k views
    • 
    • LCARUSI
    • November 6, 1998

33. hardship withdrawal

    By Guest Janet, November 5, 1998
    • 2 replies
    • 1.9k views
    • 
    • david shipp
    • November 6, 1998

34. Benchmarking - Waiting Period for 401(k) Plans

    By Guest AnnB, October 30, 1998
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • November 5, 1998

35. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, November 3, 1998
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • November 5, 1998

36. Loan Default

    By nancy, October 14, 1998
    • 9 replies
    • 2.3k views
    • 
    • LCARUSI
    • November 5, 1998

37. Late deferrals - earnings calculation

    By Guest robin s vatalaro, November 3, 1998
    • 1 reply
    • 2k views
    • 
    • LCARUSI
    • November 5, 1998

38. Help with an RFP for 401k vendors

    By Guest Kerry, November 2, 1998
    • 3 replies
    • 3.4k views
    • 
    • LCARUSI
    • November 5, 1998

39. 1999 COLAs

    By Guest TJG, October 14, 1998
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 4, 1998

40. control & affiliated groups

    By Guest Leonard, October 28, 1998
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 1998

41. 401(k) Safe Harbor Notice

    By Guest greymann, October 1, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 3, 1998

42. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 3, 1998

43. 401(k) nondiscrimination testing and IRS Notice 98-1

    By Tom Poje, November 2, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 2, 1998

44. Software Company seeks Beta Testers!

    By Guest SJPrince, November 2, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 1998

45. flex credits contributed to 401(k)

    By Guest penfirn, October 27, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 30, 1998

46. IRA Minimum Withdrawal Age

    By Guest majerczak, October 27, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 29, 1998

47. Excess Contributions after SBJPA 1996

    By Guest kp, October 27, 1998
    • 1 reply
    • 2k views
    • 
    • stephen
    • October 29, 1998

48. Rollover transactions

    By Guest brookdalestsa, October 28, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 28, 1998

49. Involuntary Cash-outs

    By Guest Sheree Wynn, October 26, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 27, 1998

50. Disposition of Form 1099-R for Non-Distribution

    By LCARUSI, October 26, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 26, 1998