401(k) Plans

19,275 topics in this forum

1. Controlled Group/Participating Employers

   By Deaconmomma, June 7, 2016
   • 8 replies
   • 3k views
   • 
   • Mike Preston
   • June 9, 2016

2. Controlled Group/testing question

   By Dan, September 18, 2006
   • 4 replies
   • 1.2k views
   • 
   • Dan
   • September 19, 2006

3. Controlled Groups

   By Guest Ted Kowalchuk, CFP, CFS,, October 18, 2006
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 19, 2006

4. Controlled Groups

   By Guest Laura Millwood, June 9, 1999
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • June 11, 1999

5. Controlled Groups

   By Guest lallain, February 14, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 14, 2002

6. Controlled Groups

   By Guest Erin W, March 23, 2011
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • March 28, 2011

7. Controlled groups

   By Guest lforesz, September 28, 2001
   • 1 reply
   • 2k views
   • 
   • Bob R
   • October 1, 2001

8. Controlled groups and ADP/ACP testing methods

   By Guest lforesz, February 6, 2002
   • 6 replies
   • 2.7k views
   • 
   • Guest
   • February 20, 2002

9. Controlled groups and safe harbor 401(k)

   By Lori Foresz, April 1, 2004
   • 3 replies
   • 1.8k views
   • 
   • Lori Foresz
   • April 2, 2004

10. controlled groups and testing

    By Chippy, February 22, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • February 22, 2013

11. Controlled Groups and the Transition Rule

    By justatester, September 23, 2009
    • 8 replies
    • 2.7k views
    • 
    • justatester
    • September 24, 2009

12. Controlled Groups for Limited Partnerships.

    By Guest Thornton, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2002

13. controlled groups revisited

    By pmacduff, September 24, 2019
    • 3 replies
    • 775 views
    • 
    • Bill Presson
    • September 24, 2019

14. Controlled/Affiliated Services Group - departure mid year

    By TPApril, June 23, 2022
    • 1 reply
    • 302 views
    • 
    • FORMER ESQ.
    • June 27, 2022

15. Controlled/ASG - departure mid year - compliance testing

    By TPApril, September 29, 2022
    • 3 replies
    • 524 views
    • 
    • Lou S.
    • September 30, 2022

16. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ, October 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • October 13, 2004

17. conversion confusion

    By PensionNewbee, June 2, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • June 7, 2004

18. Conversion from 401(k) to SIMPLE-401k

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • October 6, 2003

19. Conversion from a MEP to a stand alone 401k Plan

    By 401kSteve, March 1, 2021
    • 0 replies
    • 601 views
    • 
    • 401kSteve
    • March 1, 2021

20. Conversion held hostage by a participant

    By JohnEPNFP, September 19, 2024
    • 8 replies
    • 1.5k views
    • 
    • applebreeeze
    • September 23, 2024

21. Conversion in middle of plan year - issues?

    By Guest ars, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 10, 1999

22. Conversion Plans Adding 401(k)/(m) Provisions

    By Guest Lizzie, January 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • January 7, 2000

23. conversion screw-up

    By PensionNewbee, May 26, 2004
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 27, 2004

24. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 3.6k views
    • 
    • RCK
    • April 19, 2001

25. conversion to MEP mid year

    By CLE401kGuy, June 9, 2016
    • 1 reply
    • 970 views
    • 
    • CLE401kGuy
    • June 9, 2016

26. Conversion to Roth IRA

    By Guest metallic, January 13, 2010
    • 3 replies
    • 966 views
    • 
    • GMK
    • January 14, 2010

27. Conversion to VS Doc

    By Guest elang, April 18, 2012
    • 1 reply
    • 763 views
    • 
    • Bird
    • April 18, 2012

28. Conversions and QDIA vs Mapping

    By austin3515, March 7, 2012
    • 1 reply
    • 4.5k views
    • 
    • mbozek
    • March 7, 2012

29. Converstion of 401k to IRA

    By Guest giri, September 14, 2008
    • 3 replies
    • 929 views
    • 
    • ERISAnut
    • September 15, 2008

30. Convert Managed PSP to Daily

    By Guest jsample, October 21, 2002
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • October 22, 2002

31. Convert only After-tax employee contributions via In-plan Roth rollover?

    By Will.I.Am, May 25, 2022
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • May 30, 2022

32. Convert QACA Match to Regular SH Match Mid Year

    By austin3515, May 19, 2023
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • May 22, 2023

33. Converting 401(k) into 403(b)

    By Stash026, February 5, 2021
    • 3 replies
    • 908 views
    • 
    • david rigby
    • February 5, 2021

34. Converting A 401k to Traditional IRA to Roth IRA.

    By Guest tmyc, January 19, 2001
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • January 19, 2001

35. Converting a SIMPLE 401(k) to a New Comparability Safe Harbor 401(k).

    By MR, January 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • MR
    • January 12, 2001

36. Converting a Simple IRA to a Safe Harbor 401(k)

    By mlp0816, September 25, 2014
    • 4 replies
    • 2.8k views
    • 
    • GMK
    • September 25, 2014

37. Converting a SIMPLE IRA to a Safe Harbor 401k (and max the owners at 415)

    By austin3515, March 18, 2024
    • 2 replies
    • 937 views
    • 
    • austin3515
    • March 18, 2024

38. Converting a traditional IRA then recharacterizing

    By Guest rflarson, November 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2000

39. Converting an existing 401(k) plan to QACA

    By Guest kh1, September 23, 2014
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 8, 2014

40. converting defined benefit to 401(k)

    By Guest Liesl, May 27, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • June 23, 1999

41. Converting Existing 401(k) to Safe Harbor 401(k) Mid Year - Def. of Su

    By Christine Roberts, April 17, 2002
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 19, 2002

42. Converting K1 to "plan wage" for cross test

    By jmartin, April 28, 2014
    • 2 replies
    • 2.4k views
    • 
    • jmartin
    • April 28, 2014

43. COnverting Loans During a Change of Recordkeepers and Impact on Amortization Schedules

    By Guest andmik, October 8, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 8, 2003

44. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 5.7k views
    • 
    • Guest
    • July 8, 2008

45. Converting New Plans to TPA's Prototype

    By Guest, January 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 21, 2000

46. Converting Plan with Self-Directed Brokerage

    By khn, January 21, 2021
    • 1 reply
    • 576 views
    • 
    • C. B. Zeller
    • January 21, 2021

47. Converting PS to New Comp

    By Guest MMorgan, September 10, 1998
    • 5 replies
    • 4.9k views
    • 
    • Lorraine Dorsa
    • September 12, 1998

48. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515, May 23
    • 2 replies
    • 751 views
    • 
    • austin3515
    • May 23

49. Converting to a safe harbor mid plan year

    By Guest mparker2028, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 7, 2005

50. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill, May 12, 2023
    • 3 replies
    • 2.1k views
    • 
    • truphao
    • May 13, 2023