401(k) Plans

19,526 topics in this forum

1. 5500 Test Run

   By Guest Thornton, March 16, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 16, 1999

2. Part-time employees

   By Guest philippa, March 16, 1999
   • 2 replies
   • 1.7k views
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   • Dan
   • March 16, 1999

3. Change from ESOP to P/S

   By Guest Lucy, March 16, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • March 16, 1999

4. Safe harbor 401(k) nonelective contribution

   By Guest le190, March 12, 1999
   • 2 replies
   • 2.2k views
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   • Guest
   • March 15, 1999

5. Employer Matching Deposiet Time Limits?

   By Guest TYounkin, March 4, 1999
   • 6 replies
   • 1.9k views
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   • Guest
   • March 14, 1999

6. Testing rules for amounts distributed under APRSC

   By M R Bernardin, March 12, 1999
   • 1 reply
   • 1.7k views
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   • Guest
   • March 12, 1999

7. Excess deferral and related matching

   By Guest Dennis Siko, March 11, 1999
   • 6 replies
   • 3.4k views
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   • Guest
   • March 12, 1999

8. 1997 Excess Contribution Refunds

   By Guest AP, March 12, 1999
   • 1 reply
   • 1.6k views
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   • Guest
   • March 12, 1999

9. Participant Directed Brokerage or "supermarket" accounts in

   By Guest Kerry, March 11, 1999
   • 3 replies
   • 1.8k views
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   • Dawn Hafner
   • March 12, 1999

10. Plans of Cntrolled Groups of Corporations

    By Hoard1, March 11, 1999
    • 1 reply
    • 1.8k views
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    • Ervin Barham
    • March 12, 1999

11. How long is too long?

    By Guest KaroliHayes, December 22, 1998
    • 6 replies
    • 1.8k views
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    • Guest
    • March 11, 1999

12. General nondiscrimination tests. administrative

    By Guest Dale C, March 8, 1999
    • 2 replies
    • 1.6k views
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    • Dawn Hafner
    • March 10, 1999

13. Exclusion of Types of Compensation for ADP/ACP Testing Purposes.

    By Guest gcrechale, March 9, 1999
    • 1 reply
    • 2.2k views
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    • MWeddell
    • March 10, 1999

14. MultiEmployer 401(k) Plan

    By Guest Stephanie G, March 5, 1999
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • March 10, 1999

15. If plan passed WITHOUT restructuring in 1997, but failed WITH restuctu

    By Guest Mich, February 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 9, 1999

16. Employer liability concerns growing for 401(k) plans

    By Guest llerner, February 3, 1999
    • 6 replies
    • 2.3k views
    • 
    • Greg Judd
    • March 9, 1999

17. Are "in-laws" Key EE's?

    By Guest Dennis Siko, March 9, 1999
    • 1 reply
    • 2.1k views
    • 
    • Dan
    • March 9, 1999

18. Custom and volume sumitter documents

    By Guest AP, March 7, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • March 8, 1999

19. Plan Document - updated for TRA'86

    By Guest AP, March 7, 1999
    • 1 reply
    • 2.3k views
    • 
    • Ervin Barham
    • March 8, 1999

20. Loan amortization schedules

    By Jean, February 24, 1999
    • 2 replies
    • 2k views
    • 
    • LCARUSI
    • March 5, 1999

21. Matching Contribution Calculation when plan failed ADP Test

    By Dan, March 4, 1999
    • 2 replies
    • 1.8k views
    • 
    • Dan
    • March 5, 1999

22. Mergers & Acquisitions- Merging 401(K) Plans.

    By Guest RichardLHill, February 24, 1999
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • March 5, 1999

23. forfeitability and accrual requirements for matching contributions mad

    By Guest NMpensions, March 2, 1999
    • 4 replies
    • 2.1k views
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    • Guest
    • March 4, 1999

24. How do we set up a new safe harbor plan for 1999 after 3/1/99?

    By Lynn Campbell, March 3, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 1999

25. Can a plan document be changed to allow the deferral of a bonus with n

    By Guest Sara H, February 26, 1999
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

26. 401(k) Fees

    By Guest JSinbad, December 15, 1998
    • 6 replies
    • 2.2k views
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    • Guest
    • March 4, 1999

27. 12(b)-1 fee Reimbursement

    By Guest Laura Millwood, February 15, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • March 4, 1999

28. Top Heavy Question

    By kocak, February 28, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

29. 5500 Form / Contributions rec'd after PYE

    By Jean, March 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 1999

30. Multiple Employer Plan?

    By Guest GG, March 2, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 1999

31. Family Attribution Rules

    By Guest AP, March 2, 1999
    • 1 reply
    • 7.4k views
    • 
    • david shipp
    • March 2, 1999

32. USING PRIOR YEAR ADP TESTING METHOD WHEN THIS IS ACTUALLY 2ND YEAR OF

    By Guest pdall, March 1, 1999
    • 3 replies
    • 2.3k views
    • 
    • Dan
    • March 2, 1999

33. Match contribution as a mistake of fact

    By Jean, February 24, 1999
    • 2 replies
    • 2.3k views
    • 
    • Jean
    • March 1, 1999

34. Small business service providers

    By Guest MAC, February 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 27, 1999

35. Lost Check, and Reduction Rules

    By Guest JB2, February 26, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 26, 1999

36. Separate ADP/ACP Testing of Otherwise Excludable Employees

    By MWeddell, February 26, 1999
    • 1 reply
    • 2.9k views
    • 
    • Disco Stu
    • February 26, 1999

37. Safe Harbor- Compensation Definition

    By Guest Laura Millwood, February 25, 1999
    • 1 reply
    • 2.6k views
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    • MWeddell
    • February 26, 1999

38. Mid-year termination of 401(k) Plan

    By Guest PAM, February 23, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 26, 1999

39. Plan Amendments after the Plan Year

    By Guest Marjorie Rogers, February 23, 1999
    • 10 replies
    • 3.8k views
    • 
    • Guest
    • February 26, 1999

40. Restoration of forfeiture

    By Guest Do, February 25, 1999
    • 1 reply
    • 3.2k views
    • 
    • Disco Stu
    • February 26, 1999

41. HCE status in asset acquisition

    By Guest friedbrain, February 25, 1999
    • 2 replies
    • 2.9k views
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    • david shipp
    • February 25, 1999

42. Loan Repayments - Balloon

    By Guest Richele, February 24, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kathy
    • February 24, 1999

43. Criteria for 10 day extension if 15 Bz day missed for contributions

    By Guest Richele, February 24, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 24, 1999

44. Mergers/Acquisitions-what happens to the participants money under old

    By Guest Karen Renee, February 22, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 24, 1999

45. non-discrim testing for salaried vs. hourly plans

    By Guest le190, February 20, 1999
    • 2 replies
    • 1.8k views
    • 
    • LCARUSI
    • February 23, 1999

46. Integrated Profit Sharing with Inservice Withdrawals

    By Guest Frank Jackson, February 17, 1999
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 23, 1999

47. PLAN SPONSORS PARTING WAYS

    By Guest PAM, February 17, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 22, 1999

48. ACP results if no prior year ACP Test

    By Guest Dennis, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 21, 1999

49. ADP/ACP Testing - Prior Vs Current

    By Guest Dennis, February 3, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 21, 1999

50. Safe Harbor 401(k) for Calendar Year 1999

    By Guest J Samuelson, February 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 21, 1999