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401(k) Plans

19,413 topics in this forum

  1. "First" Plan Year for 401 k Plan

    By Guest LWYRRCM,
    • 1 reply
    • 1.9k views

  2. Safe Harbor 401(k)

    By Guest Mac Lewis,
    • 31 replies
    • 6.7k views

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

    By Guest CHRISTIE BOSS,
    • 4 replies
    • 1.9k views

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

    By Guest Edward McElroy,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  5. HELP! Transfer of Assets

    By Guest Phil L,
    • 3 replies
    • 4.1k views

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

    By LCARUSI,
    • 0 replies
    • 1.8k views

  7. Changing a Vesting Schedule

    By Guest Steve Nolan,
    • 5 replies
    • 2.8k views
    • Guest
    • Guest

  8. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

    By Tom Poje,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  9. PROHIBITED?

    By Guest CHRISTIE BOSS,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  10. Tiered Matching Contributions

    By Guest Laura Millwood,
    • 3 replies
    • 2.7k views

  11. Form EBS-1

    By Guest Laura Millwood,
    • 2 replies
    • 4k views
    • Guest
    • Guest

  12. Corporate Mergers - 401k plans and testing

    By Guest Kerry,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  13. Shopping for a new 401(k) program

    By Guest JSinbad,
    • 8 replies
    • 2.5k views
    • Guest
    • Guest

  14. 401(k) as element of compensation package

    By Guest SandiiR,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  15. compensation

    By Guest jzporter,
    • 3 replies
    • 2.1k views

  16. TOP HEAVY TEST

    By Guest JB2,
    • 1 reply
    • 2.1k views

  17. Final 5500 for merged plans

    By Guest Laura A,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  18. 5500 filing when plan takeover occurs

    By Guest Jodi,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  19. Plan Merger

    By Guest FAZEKAS,
    • 1 reply
    • 1.9k views

  20. 401k in 1999

    By Guest SPiwowar,
    • 1 reply
    • 2.4k views

  21. hardship withdrawal

    By Guest Janet,
    • 2 replies
    • 2k views

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

    By Guest AnnB,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  23. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern,
    • 1 reply
    • 1.8k views

  24. Loan Default

    By nancy,
    • 9 replies
    • 2.4k views

  25. Late deferrals - earnings calculation

    By Guest robin s vatalaro,
    • 1 reply
    • 2.1k views

  26. Help with an RFP for 401k vendors

    By Guest Kerry,
    • 3 replies
    • 3.5k views

  27. 1999 COLAs

    By Guest TJG,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  28. control & affiliated groups

    By Guest Leonard,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  29. 401(k) Safe Harbor Notice

    By Guest greymann,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  30. Downloading daily trades

    By Guest Cas,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  31. 401(k) nondiscrimination testing and IRS Notice 98-1

    By Tom Poje,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  32. Software Company seeks Beta Testers!

    By Guest SJPrince,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  33. flex credits contributed to 401(k)

    By Guest penfirn,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  34. IRA Minimum Withdrawal Age

    By Guest majerczak,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  35. Excess Contributions after SBJPA 1996

    By Guest kp,
    • 1 reply
    • 2.1k views

  36. Rollover transactions

    By Guest brookdalestsa,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  37. Involuntary Cash-outs

    By Guest Sheree Wynn,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

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

    By LCARUSI,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

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

    By Guest KevinGordon,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  40. Deferrals for Part-Time Employees

    By Guest JCONNER,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  41. Employee Deferrals for Part-time employees

    By Guest JCONNER,
    • 1 reply
    • 1.9k views

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

    By stephen,
    • 10 replies
    • 2.3k views
    • Guest
    • Guest

  43. PEO's and multiple employer issues

    By Guest robin s vatalaro,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  44. Charging Fees to Some Participants' Accounts

    By LCARUSI,
    • 2 replies
    • 2.5k views

  45. Non-discrimination Test

    By Guest chec,
    • 2 replies
    • 2.3k views

  46. Loan reamortization

    By Guest Thomas Dotts,
    • 3 replies
    • 4.3k views
    • Guest
    • Guest

  47. hardship withdrawals

    By Guest zimmer,
    • 11 replies
    • 3.7k views
    • Guest
    • Guest

  48. Charging Plan Transaction Fees to Participants

    By Guest Rogers,
    • 5 replies
    • 3.3k views

  49. QNEC and QMAC Eligible for Hardship Withdrawal

    By LCARUSI,
    • 2 replies
    • 5.2k views
    • Guest
    • Guest

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

    By Guest ArachAmy,
    • 2 replies
    • 2.8k views
    • Guest
    • Guest
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