401(k) Plans

19,334 topics in this forum

1. 401(k)/(m) testing in a top heavy plan

   By Guest Beavis, September 24, 1998
   • 2 replies
   • 4.7k views
   • 
   • Dawn Hafner
   • September 24, 1998

2. The Same Desk Rule

   By Guest David Thomas, September 21, 1998
   • 3 replies
   • 5.3k views
   • 
   • Guest
   • September 24, 1998

3. Lump Sum Distributions

   By Guest robin s vatalaro, September 19, 1998
   • 4 replies
   • 4.7k views
   • 
   • Guest
   • September 23, 1998

4. MERGER, CONSOLIDATION OR SUBSTITUTION??

   By Guest LARRY, August 25, 1998
   • 4 replies
   • 4.8k views
   • 
   • Guest
   • September 19, 1998

5. Non participation in safe harbor 401k by non HCE

   By Guest BILL SMITH, September 18, 1998
   • 1 reply
   • 4.5k views
   • 
   • Guest
   • September 18, 1998

6. What earnings do I use?

   By richard, September 18, 1998
   • 1 reply
   • 4.9k views
   • 
   • Tom Poje
   • September 18, 1998

7. any limits on type of investments?

   By Guest lgt, September 17, 1998
   • 2 replies
   • 4.4k views
   • 
   • Larry M
   • September 17, 1998

8. Determiantion of Top Heavy Status

   By Tom Poje, September 16, 1998
   • 1 reply
   • 4.4k views
   • 
   • LCARUSI
   • September 16, 1998

9. Association and plan sponsors

   By Guest Brad, September 16, 1998
   • 0 replies
   • 4.5k views
   • 
   • Guest
   • September 16, 1998

10. Missed loan payments; when does deemed distribution occur?

    By LCARUSI, August 27, 1998
    • 7 replies
    • 5.5k views
    • 
    • Guest
    • September 16, 1998

11. Hardships not eligible for Rollover

    By Guest Frank Jackson, September 15, 1998
    • 4 replies
    • 4.7k views
    • 
    • david shipp
    • September 16, 1998

12. Avoiding Top Heavy Status

    By LCARUSI, September 16, 1998
    • 1 reply
    • 4.7k views
    • 
    • Dawn Hafner
    • September 16, 1998

13. Match Calculated Incorrectly

    By Guest Frank Jackson, September 14, 1998
    • 2 replies
    • 4.6k views
    • 
    • LCARUSI
    • September 16, 1998

14. k/m testing union + nonunion employees

    By LCARUSI, September 15, 1998
    • 2 replies
    • 6.7k views
    • 
    • david shipp
    • September 15, 1998

15. Professional Employee Organization -401(k)

    By Guest Suegoetz, September 12, 1998
    • 1 reply
    • 4.5k views
    • 
    • Guest
    • September 15, 1998

16. Converting PS to New Comp

    By Guest MMorgan, September 10, 1998
    • 5 replies
    • 5k views
    • 
    • Lorraine Dorsa
    • September 12, 1998

17. Over Plan Limits

    By Guest Frank Jackson, September 11, 1998
    • 1 reply
    • 4.5k views
    • 
    • Dawn Hafner
    • September 11, 1998

18. 401(k) Loan Fees-Union Plan

    By KIP KRAUS, September 8, 1998
    • 4 replies
    • 5.3k views
    • 
    • LCARUSI
    • September 11, 1998

19. Self-Employed Salary deduction

    By Guest Gary Tencer, September 10, 1998
    • 3 replies
    • 5k views
    • 
    • Guest
    • September 11, 1998

20. 5500 Reporting

    By Guest JB2, September 10, 1998
    • 1 reply
    • 5.1k views
    • 
    • Guest
    • September 10, 1998

21. Plan Transactions Greater Than 5%

    By Guest Bryan, September 10, 1998
    • 3 replies
    • 5.8k views
    • 
    • Guest
    • September 10, 1998

22. 401k match with private company stock?

    By Guest KathyL, August 26, 1998
    • 5 replies
    • 5.1k views
    • 
    • Jon Chambers
    • September 10, 1998

23. Negative Enrollments

    By Guest JB2, September 9, 1998
    • 1 reply
    • 5.1k views
    • 
    • LCARUSI
    • September 9, 1998

24. Spousal rights to 401(k) account

    By Guest Cbanarer, September 4, 1998
    • 5 replies
    • 7.5k views
    • 
    • LCARUSI
    • September 7, 1998

25. Rollover into a 401(k) plan

    By stephen, September 4, 1998
    • 2 replies
    • 5.2k views
    • 
    • stephen
    • September 5, 1998

26. Are loans subject to 401(a)(4) BRF Rules?

    By LCARUSI, September 4, 1998
    • 3 replies
    • 5.9k views
    • 
    • david shipp
    • September 4, 1998

27. Employee deferrals in excess of plan limitation

    By Guest Kathleen Meagher, September 1, 1998
    • 10 replies
    • 6.6k views
    • 
    • Guest
    • September 2, 1998

28. Hardship distrib OK after half of account pledged as security for a lo

    By Guest LARRY, August 25, 1998
    • 9 replies
    • 6k views
    • 
    • LCARUSI
    • September 2, 1998

29. Sponsor/Participant Reaction to Market Volatility

    By LCARUSI, August 30, 1998
    • 0 replies
    • 5.7k views
    • 
    • LCARUSI
    • August 30, 1998

30. Match limits

    By Guest MParks, August 28, 1998
    • 3 replies
    • 5.9k views
    • 
    • LCARUSI
    • August 29, 1998

31. 401K Matching

    By Guest PAccuardi, August 24, 1998
    • 3 replies
    • 5.9k views
    • 
    • Larry M
    • August 29, 1998

32. LTD insurance policies in qualified plan -- premiums taxable to partic

    By Guest LOhmer, August 25, 1998
    • 2 replies
    • 6.6k views
    • 
    • LCARUSI
    • August 27, 1998

33. QNEC's

    By Guest Nicole, August 27, 1998
    • 1 reply
    • 5.8k views
    • 
    • LCARUSI
    • August 27, 1998

34. Multiple Use After SBJPA

    By Alonzo, August 26, 1998
    • 0 replies
    • 5.8k views
    • 
    • Alonzo
    • August 26, 1998

35. 401 fees and Lawsuits

    By Guest BobParks, August 26, 1998
    • 0 replies
    • 5.8k views
    • 
    • Guest
    • August 26, 1998

36. ESOPs

    By Guest Edward McElroy, August 24, 1998
    • 2 replies
    • 6.6k views
    • 
    • Guest
    • August 24, 1998

37. 401k matching

    By Guest PAccuardi, August 24, 1998
    • 1 reply
    • 6.7k views
    • 
    • Guest
    • August 24, 1998
38. Weird QDRO Question

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)