401(k) Plans

19,321 topics in this forum

1. Controlled Group?

   By DP, August 15, 2012
   • 3 replies
   • 926 views
   • 
   • ETA Consulting LLC
   • August 15, 2012

2. Controlled GRoup?

   By austin3515, December 20, 2012
   • 2 replies
   • 876 views
   • 
   • four01kman
   • December 20, 2012

3. Controlled group. Husband/wife/2 children

   By thepensionmaven, April 9, 2019
   • 4 replies
   • 706 views
   • 
   • thepensionmaven
   • April 11, 2019

4. CONTROLLED GROUP/ADP TESTING

   By Chippy, March 8, 2017
   • 6 replies
   • 531 views
   • 
   • Tom Poje
   • March 8, 2017

5. Controlled Group/Affiliated Service Group

   By Chippy, August 22, 2016
   • 3 replies
   • 1k views
   • 
   • Chippy
   • August 23, 2016

6. controlled group/affiliated service group

   By Guest mcw, August 12, 2003
   • 1 reply
   • 1k views
   • 
   • Guest
   • August 13, 2003

7. Controlled Group/Affiliated Service Group Question

   By Gadgetfreak, December 30, 2020
   • 3 replies
   • 1.4k views
   • 
   • FORMER ESQ.
   • January 1, 2021

8. Controlled Group/Common Ownership

   By MarZDoates, April 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • MarZDoates
   • April 4, 2003

9. Controlled Group/For Profit/Non-Profit

   By austin3515, January 7, 2016
   • 4 replies
   • 1.1k views
   • 
   • austin3515
   • January 7, 2016

10. Controlled Group/Matching Contributions

    By Guest tsobel, January 25, 2007
    • 1 reply
    • 996 views
    • 
    • JanetM
    • January 25, 2007

11. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008

12. Controlled Group/Participating Employers

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

13. Controlled Group/testing question

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

14. Controlled Groups

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

15. Controlled Groups

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

16. Controlled Groups

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

17. Controlled Groups

    By Guest Erin W, March 23, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

18. Controlled groups

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

19. Controlled groups and ADP/ACP testing methods

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

20. Controlled groups and safe harbor 401(k)

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

21. controlled groups and testing

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

22. Controlled Groups and the Transition Rule

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

23. Controlled Groups for Limited Partnerships.

    By Guest Thornton, June 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2002

24. controlled groups revisited

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

25. Controlled/Affiliated Services Group - departure mid year

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

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

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

27. 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

28. conversion confusion

    By PensionNewbee, June 2, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • June 7, 2004

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

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

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

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

31. Conversion held hostage by a participant

    By JohnEPNFP, September 19, 2024
    • 8 replies
    • 1.6k views
    • 
    • applebreeeze
    • September 23, 2024

32. Conversion in middle of plan year - issues?

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

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

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

34. conversion screw-up

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

35. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 3.7k views
    • 
    • RCK
    • April 19, 2001

36. conversion to MEP mid year

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

37. Conversion to Roth IRA

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

38. Conversion to VS Doc

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

39. Conversions and QDIA vs Mapping

    By austin3515, March 7, 2012
    • 1 reply
    • 4.6k views
    • 
    • mbozek
    • March 7, 2012

40. Converstion of 401k to IRA

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

41. Convert Managed PSP to Daily

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

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

    By Will.I.Am, May 25, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 30, 2022

43. Convert QACA Match to Regular SH Match Mid Year

    By austin3515, May 19, 2023
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 22, 2023

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

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

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

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

46. 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

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

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

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

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

49. Converting a traditional IRA then recharacterizing

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

50. 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