401(k) Plans

19,275 topics in this forum

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

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

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

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

3. International Transfer - 401k account options

   By Guest pascarp, November 11, 1998
   • 5 replies
   • 9.8k views
   • 
   • Guest
   • July 18, 1999

4. Changing a Vesting Schedule

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

5. Conditional Employer Match

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

6. HELP! Transfer of Assets

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

7. Forfeitures

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

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

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

9. Tiered Matching Contributions

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

10. Form EBS-1

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

11. 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

12. 401(k) as element of compensation package

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

13. HELP! Same Desk Rule Blues

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

14. PROHIBITED?

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

15. TOP HEAVY TEST

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

16. Plan Merger

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

17. 401k in 1999

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

18. hardship withdrawal

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

19. compensation

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

20. 5500 filing when plan takeover occurs

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

21. Final 5500 for merged plans

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

22. Self-directed Brokerage Option

    By Guest Hunter, November 4, 1998
    • 15 replies
    • 4.8k views
    • 
    • Jon Chambers
    • January 2, 2002

23. Vesting in SIMPLE 401(k)?

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

24. Downloading daily trades

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

25. Late deferrals - earnings calculation

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

26. Help with an RFP for 401k vendors

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

27. 401(k) nondiscrimination testing and IRS Notice 98-1

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

28. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

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

29. Software Company seeks Beta Testers!

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

30. Shopping for a new 401(k) program

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

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

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

32. Rollover transactions

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

33. control & affiliated groups

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

34. IRA Minimum Withdrawal Age

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

35. flex credits contributed to 401(k)

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

36. Excess Contributions after SBJPA 1996

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

37. Calculating Partnership Maximum Contributions

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

38. Involuntary Cash-outs

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

39. Benchmarking Info RE: Vesting under 401(k) Plans

    By Guest KevinGordon, October 26, 1998
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1998

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

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

41. Deferrals for Part-Time Employees

    By Guest JCONNER, October 23, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 24, 1998

42. Employee Deferrals for Part-time employees

    By Guest JCONNER, October 23, 1998
    • 1 reply
    • 1.8k views
    • 
    • Larry M
    • October 24, 1998

43. PEO's and multiple employer issues

    By Guest robin s vatalaro, October 22, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 23, 1998

44. RFPs and the search for a new service provider

    By Guest lminsky, October 20, 1998
    • 13 replies
    • 3.5k views
    • 
    • Guest
    • May 9, 2000

45. Corporate Mergers - 401k plans and testing

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

46. Charging Plan Transaction Fees to Participants

    By Guest Rogers, October 20, 1998
    • 5 replies
    • 3.1k views
    • 
    • david shipp
    • October 21, 1998

47. Charging Fees to Some Participants' Accounts

    By LCARUSI, October 19, 1998
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • October 22, 1998

48. QNEC and QMAC Eligible for Hardship Withdrawal

    By LCARUSI, October 19, 1998
    • 2 replies
    • 5k views
    • 
    • Guest
    • October 19, 1998

49. hardship withdrawals

    By Guest zimmer, October 16, 1998
    • 11 replies
    • 3.5k views
    • 
    • Guest
    • October 22, 1998

50. Loan reamortization

    By Guest Thomas Dotts, October 16, 1998
    • 3 replies
    • 4k views
    • 
    • Guest
    • October 22, 1998