401(k) Plans

19,399 topics in this forum

1. compensation

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

2. TOP HEAVY TEST

   By Guest JB2, November 7, 1998
   • 1 reply
   • 2.1k views
   • 
   • LCARUSI
   • November 9, 1998

3. Final 5500 for merged plans

   By Guest Laura A, November 4, 1998
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • November 7, 1998

4. 5500 filing when plan takeover occurs

   By Guest Jodi, November 4, 1998
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • November 7, 1998

5. Plan Merger

   By Guest FAZEKAS, November 6, 1998
   • 1 reply
   • 1.9k views
   • 
   • Alonzo
   • November 6, 1998

6. 401k in 1999

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

7. hardship withdrawal

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

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

   By Guest AnnB, October 30, 1998
   • 3 replies
   • 2.7k views
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   • Guest
   • November 5, 1998

9. Vesting in SIMPLE 401(k)?

   By Guest Bill Mulkern, November 3, 1998
   • 1 reply
   • 1.8k views
   • 
   • LCARUSI
   • November 5, 1998

10. Loan Default

    By nancy, October 14, 1998
    • 9 replies
    • 2.4k views
    • 
    • LCARUSI
    • November 5, 1998

11. Late deferrals - earnings calculation

    By Guest robin s vatalaro, November 3, 1998
    • 1 reply
    • 2.1k views
    • 
    • LCARUSI
    • November 5, 1998

12. Help with an RFP for 401k vendors

    By Guest Kerry, November 2, 1998
    • 3 replies
    • 3.5k views
    • 
    • LCARUSI
    • November 5, 1998

13. 1999 COLAs

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

14. control & affiliated groups

    By Guest Leonard, October 28, 1998
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • November 4, 1998

15. 401(k) Safe Harbor Notice

    By Guest greymann, October 1, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 3, 1998

16. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 3, 1998

17. 401(k) nondiscrimination testing and IRS Notice 98-1

    By Tom Poje, November 2, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 2, 1998

18. Software Company seeks Beta Testers!

    By Guest SJPrince, November 2, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 2, 1998

19. flex credits contributed to 401(k)

    By Guest penfirn, October 27, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 30, 1998

20. IRA Minimum Withdrawal Age

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

21. Excess Contributions after SBJPA 1996

    By Guest kp, October 27, 1998
    • 1 reply
    • 2.1k views
    • 
    • stephen
    • October 29, 1998

22. Rollover transactions

    By Guest brookdalestsa, October 28, 1998
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1998

23. Involuntary Cash-outs

    By Guest Sheree Wynn, October 26, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 27, 1998

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

    By LCARUSI, October 26, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 1998

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

    By Guest KevinGordon, October 26, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 26, 1998

26. Deferrals for Part-Time Employees

    By Guest JCONNER, October 23, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 24, 1998

27. Employee Deferrals for Part-time employees

    By Guest JCONNER, October 23, 1998
    • 1 reply
    • 1.9k views
    • 
    • Larry M
    • October 24, 1998

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

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

29. PEO's and multiple employer issues

    By Guest robin s vatalaro, October 22, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 23, 1998

30. Charging Fees to Some Participants' Accounts

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

31. Non-discrimination Test

    By Guest chec, October 12, 1998
    • 2 replies
    • 2.3k views
    • 
    • MWeddell
    • October 22, 1998

32. Loan reamortization

    By Guest Thomas Dotts, October 16, 1998
    • 3 replies
    • 4.2k views
    • 
    • Guest
    • October 22, 1998

33. hardship withdrawals

    By Guest zimmer, October 16, 1998
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • October 22, 1998

34. Charging Plan Transaction Fees to Participants

    By Guest Rogers, October 20, 1998
    • 5 replies
    • 3.3k views
    • 
    • david shipp
    • October 21, 1998

35. QNEC and QMAC Eligible for Hardship Withdrawal

    By LCARUSI, October 19, 1998
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • October 19, 1998

36. Small Business needs to set up 401(k) w/Cafeteria Plan

    By Guest ArachAmy, October 13, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • October 17, 1998

37. Another Extension for 5500 filing

    By LCARUSI, October 13, 1998
    • 7 replies
    • 4.2k views
    • 
    • Guest
    • October 16, 1998

38. Topheavy minimum contribution

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

39. 415 Annual Limit Calculation

    By Guest KathyL, October 15, 1998
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • October 16, 1998

40. Rollover from 401(k) to another 401(k)

    By Guest LMcP, October 13, 1998
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • October 16, 1998

41. Overtime Compensation in 401(k) Calculation

    By Guest kp, October 14, 1998
    • 10 replies
    • 10.8k views
    • 
    • david shipp
    • October 15, 1998

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

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

43. Investment Advise

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

44. Taxpayer Relief act of 1998

    By Guest William Wichrowski, September 29, 1998
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • October 12, 1998

45. Company Merger - 401K Termination?

    By Guest Jodi, September 29, 1998
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • October 12, 1998

46. Benefits to Employees who are Eligible for Rehire

    By Guest schoenenbergerj, October 9, 1998
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • October 9, 1998

47. Top Heavy Determination

    By Guest Jodi, October 8, 1998
    • 1 reply
    • 3.7k views
    • 
    • Tom Poje
    • October 8, 1998

48. Can this person take a loan?

    By LCARUSI, October 7, 1998
    • 2 replies
    • 3.8k views
    • 
    • Guest
    • October 8, 1998

49. Plan administrative service provider transition

    By Guest Peggy Andrews, October 7, 1998
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • October 8, 1998

50. Allowing 403 b rollovers into a 401 k plan

    By Guest Pully, October 8, 1998
    • 1 reply
    • 4.2k views
    • 
    • Guest
    • October 8, 1998