401(k) Plans

19,317 topics in this forum

1. Tiered Matching Contributions

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

2. Form EBS-1

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

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

   By Guest Edward McElroy, November 9, 1998
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • November 13, 1998

4. 401(k) as element of compensation package

   By Guest SandiiR, November 9, 1998
   • 0 replies
   • 1.7k views
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   • Guest
   • November 9, 1998

5. HELP! Same Desk Rule Blues

   By Guest Adam1, November 7, 1998
   • 9 replies
   • 2.8k views
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   • Wessex
   • November 21, 1998

6. PROHIBITED?

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

7. TOP HEAVY TEST

   By Guest JB2, November 7, 1998
   • 1 reply
   • 2k views
   • 
   • LCARUSI
   • November 9, 1998

8. Plan Merger

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

9. 401k in 1999

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

10. hardship withdrawal

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

11. compensation

    By Guest jzporter, November 5, 1998
    • 3 replies
    • 2k views
    • 
    • david shipp
    • November 9, 1998

12. 5500 filing when plan takeover occurs

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

13. Final 5500 for merged plans

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

14. Self-directed Brokerage Option

    By Guest Hunter, November 4, 1998
    • 15 replies
    • 5.1k views
    • 
    • Jon Chambers
    • January 2, 2002

15. Vesting in SIMPLE 401(k)?

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

16. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 3, 1998

17. Late deferrals - earnings calculation

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

18. Help with an RFP for 401k vendors

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

19. 401(k) nondiscrimination testing and IRS Notice 98-1

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

20. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

    By Tom Poje, November 2, 1998
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 11, 1998

21. Software Company seeks Beta Testers!

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

22. Shopping for a new 401(k) program

    By Guest JSinbad, October 30, 1998
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • November 9, 1998

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

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

24. Rollover transactions

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

25. control & affiliated groups

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

26. IRA Minimum Withdrawal Age

    By Guest majerczak, October 27, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 29, 1998

27. flex credits contributed to 401(k)

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

28. Excess Contributions after SBJPA 1996

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

29. Calculating Partnership Maximum Contributions

    By Guest Thornton, October 27, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 1998

30. Involuntary Cash-outs

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

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

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

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

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

33. Deferrals for Part-Time Employees

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

34. Employee Deferrals for Part-time employees

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

35. PEO's and multiple employer issues

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

36. RFPs and the search for a new service provider

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

37. Corporate Mergers - 401k plans and testing

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

38. Charging Plan Transaction Fees to Participants

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

39. Charging Fees to Some Participants' Accounts

    By LCARUSI, October 19, 1998
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • October 22, 1998

40. QNEC and QMAC Eligible for Hardship Withdrawal

    By LCARUSI, October 19, 1998
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • October 19, 1998

41. hardship withdrawals

    By Guest zimmer, October 16, 1998
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • October 22, 1998

42. Loan reamortization

    By Guest Thomas Dotts, October 16, 1998
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • October 22, 1998

43. Topheavy minimum contribution

    By Guest TCAT, October 15, 1998
    • 1 reply
    • 2.7k views
    • 
    • LCARUSI
    • October 16, 1998

44. 415 Annual Limit Calculation

    By Guest KathyL, October 15, 1998
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • October 16, 1998

45. Training Program for people new to 401(k)/Defined Contribution

    By stephen, October 15, 1998
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 1998

46. ESOP contribs satisfy safe-harbor 401(k)?

    By Guest dlm, October 15, 1998
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 15, 1998

47. Overtime Compensation in 401(k) Calculation

    By Guest kp, October 14, 1998
    • 10 replies
    • 10.5k views
    • 
    • david shipp
    • October 15, 1998

48. Investment Advise

    By Guest MLB, October 14, 1998
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • October 14, 1998

49. 1999 COLAs

    By Guest TJG, October 14, 1998
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 4, 1998

50. Loan Default

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