401(k) Plans

19,275 topics in this forum

1. LLC Owner in 401(k) Plan

   By LMOC, July 11, 2014
   • 11 replies
   • 2k views
   • 
   • Bird
   • July 11, 2014

2. Separate account called a stable value "Fund"

   By Guest Ella, January 28, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • January 29, 2002

3. Eligibility Amendment

   By Guest AJM 34, December 3, 2007
   • 11 replies
   • 2k views
   • 
   • Guest
   • December 12, 2007

4. Pre-funding a forfeitures account!

   By Guest JPAdmin, January 3, 2002
   • 3 replies
   • 2k views
   • 
   • Guest
   • January 9, 2002

5. Effective Date of Money Purchase Plan Merger (12/31/01 OR 1/1/02)??

   By Guest T-BONE, October 30, 2001
   • 1 reply
   • 2k views
   • 
   • rcline46
   • October 31, 2001

6. Spot Bonus Employee Reconition Awards Deferrals

   By Guest IRISH79, May 31, 2007
   • 2 replies
   • 2k views
   • 
   • JanetM
   • June 1, 2007

7. Integrated Profit Sharing with Inservice Withdrawals

   By Guest Frank Jackson, February 17, 1999
   • 4 replies
   • 2k views
   • 
   • Guest
   • February 23, 1999

8. Cancelling a 401k

   By Guest vinson7, June 2, 2009
   • 3 replies
   • 2k views
   • 
   • Guest
   • June 3, 2009

9. Minimum contribution

   By ombskid, April 4, 2007
   • 6 replies
   • 2k views
   • 
   • WDIK
   • April 5, 2007

10. What is lookback year for HCE determination if plan is amended to crea

    By k man, December 7, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 12, 2000

11. Husband Wife Separate Businesses

    By K-t-F, September 19, 2006
    • 8 replies
    • 2k views
    • 
    • SteveH
    • September 20, 2006

12. Has anyone ever used recharacterization to correct an ADP test? If so,

    By John A, May 4, 2000
    • 2 replies
    • 2k views
    • 
    • Ervin Barham
    • May 11, 2000

13. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2k views
    • 
    • FPGuy
    • February 20, 2019

14. Excess Deferral Refunded Before Year End

    By coleboy, November 2, 2017
    • 6 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • November 6, 2017

15. Does the 408(m)(3) apply to individually directed accounts in a 401(a)

    By Guest Thornton, March 6, 2003
    • 4 replies
    • 2k views
    • 
    • E as in ERISA
    • March 7, 2003

16. ADP/ACP Testing

    By Guest David_R, August 24, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 27, 2001

17. Help with Vesting

    By DP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 22, 2004

18. Reverse QNEC's

    By Guest KD40, February 21, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • February 25, 2003

19. Roth MRD

    By WDIK, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 30, 2006

20. Primerica as Plan Investment Advisor

    By Guest caseyb, August 10, 2009
    • 3 replies
    • 2k views
    • 
    • GBurns
    • August 11, 2009

21. Hardship - Allowable?

    By bzorc, August 31, 2021
    • 8 replies
    • 2k views
    • 
    • BG5150
    • September 1, 2021

22. PTIN - Who's responsible?

    By austin3515, December 17, 2010
    • 13 replies
    • 2k views
    • 
    • movedon
    • December 24, 2010

23. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 13, 2017

24. 3/31 Fiscal Year End - When is ER contribution due?

    By Guest CCarter, April 2, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • April 3, 2002

25. 401(k) Training & Certification

    By Guest Lindsay, January 11, 2005
    • 5 replies
    • 2k views
    • 
    • K-t-F
    • January 12, 2005

26. K-1 Earned Income

    By Catch22PGM, May 7
    • 3 replies
    • 2k views
    • 
    • fmsinc
    • May 7

27. Safe Harbor 401(k) Can ER max salary deferral even though other EE's d

    By Guest Don J. Smith, July 18, 2000
    • 3 replies
    • 2k views
    • 
    • actuarysmith
    • July 19, 2000

28. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun, March 10, 2021
    • 4 replies
    • 2k views
    • 
    • BG5150
    • March 10, 2021

29. HCE in more than 1 plan

    By AKconsult, November 22, 2016   

    • ADP testing
    • 11 replies
    • 2k views
    • 
    • Kevin C
    • December 1, 2016

30. Beneficiary Designation

    By Lucky32, June 5, 2024
    • 13 replies
    • 2k views
    • 
    • CuseFan
    • June 7, 2024

31. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

    By Guest W J Parks, August 31, 2000
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 31, 2000

32. When is a compensation test required?

    By Guest MES, August 29, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 29, 2000

33. Terminated Participant Fee

    By jeff77, October 27, 2014
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • October 27, 2014

34. RMD's (QDRO related)

    By Nassau, November 9, 2012
    • 1 reply
    • 2k views
    • 
    • mbozek
    • November 9, 2012

35. Adding a subsidiary with no employees

    By Lori H, May 7, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • May 8, 2007

36. Average Expense for 401(k) Plans.

    By Guest Thornton, July 12, 2001
    • 5 replies
    • 2k views
    • 
    • Jon Chambers
    • July 29, 2001

37. Large Plan Filer requiring CPA audit finds solution with Payroll Provider plan

    By Brenda Wren, November 2, 2007
    • 10 replies
    • 2k views
    • 
    • austin3515
    • November 12, 2007

38. PEO's and multiple employer issues

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

39. Do you count receivable Deferrals?

    By K-t-F, April 20, 2004
    • 10 replies
    • 2k views
    • 
    • Archimage
    • April 21, 2004

40. Adding 401(k) to PSP Issue

    By chris, July 25, 2014
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • July 25, 2014

41. Does anybody know of a "best of the best" type product for p

    By SMB, November 5, 2001
    • 7 replies
    • 2k views
    • 
    • Erik Read
    • November 7, 2001

42. PEO-sponsored 401(k) Plan - pros and cons

    By Guest lbart, August 21, 2013   

    • PEO
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 26, 2013

43. Ineligible 401(k) deferrals

    By Guest grazetti, February 2, 2006
    • 1 reply
    • 2k views
    • 
    • Archimage
    • February 2, 2006

44. Terminated Participant Loans

    By Guest Tim Breedlove, August 18, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 18, 2000

45. pre-ERISA money purchase pension plan with 401(k) features

    By Theresa Lynn, December 8, 2004
    • 0 replies
    • 2k views
    • 
    • Theresa Lynn
    • December 8, 2004

46. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2k views
    • 
    • justatester
    • August 1, 2008

47. prepaying 10% excise tax

    By wsp, May 21, 2003
    • 6 replies
    • 2k views
    • 
    • MGB
    • May 23, 2003

48. Refinancing a loan in default

    By Guest lforesz, March 26, 2003
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • March 26, 2003

49. Protected Benefits

    By Guest Nini, September 6, 2007
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • September 7, 2007

50. Existing business, new plan Eligibility?

    By Guest rickw, December 31, 2006
    • 7 replies
    • 2k views
    • 
    • Kimberly S
    • January 5, 2007