401(k) Plans

19,320 topics in this forum

1. 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

2. Filed Form 5558 and now we determine 5500 is not required

   By ESI2015, October 31, 2019
   • 5 replies
   • 2k views
   • 
   • Larry Starr
   • October 31, 2019

3. Notice to Interested Parties - one notice for two plans sponsored by the same employer, permissible?

   By Guest Bud, June 22, 2005
   • 7 replies
   • 2k views
   • 
   • No Name
   • August 12, 2005

4. The Fix for Missed Deferrals - Confirmation

   By 401king, November 6, 2009
   • 6 replies
   • 2k views
   • 
   • K2retire
   • November 9, 2009

5. Withholding employer contributions on termination

   By Guest JD698, September 18, 2003
   • 3 replies
   • 2k views
   • 
   • Guest
   • September 19, 2003

6. Separate forfeiture account

   By ratherbereading, February 19, 2015   

   • Balance forward
   • forfeiture
   • (and 1 more)

     Tagged with:

     • Balance forward
     • forfeiture
     • 401k
   • 3 replies
   • 2k views
   • 
   • Bird
   • February 20, 2015

7. Terminated Participant Loans

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

8. What actually happens to the money involved in a death benefit when mi

   By John A, February 8, 2001
   • 2 replies
   • 2k views
   • 
   • KJohnson
   • February 8, 2001

9. Safe Harbor Elimination

   By Dougsbpc, December 3, 2017
   • 6 replies
   • 2k views
   • 
   • Kevin C
   • December 4, 2017

10. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2k views
    • 
    • Larry Starr
    • April 25, 2020

11. Forfeiture release date issue

    By cpc0506, April 3, 2010
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • March 15, 2016

12. Delayed Start to Auto Enrollment in Safe Harbor Plan

    By Guest Number5, June 6, 2014   

    • qaca
    • auto enroll
    • (and 1 more)

      Tagged with:

      • qaca
      • auto enroll
      • safe harbor
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • June 6, 2014

13. Safe Harbor Plan

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

14. Adding a subsidiary with no employees

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

15. Existing business, new plan Eligibility?

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

16. When do deferrals of partners in a partnership or LLC need to be funde

    By Guest Micahel Gheen, CPA, December 16, 1999
    • 4 replies
    • 2k views
    • 
    • thepensionmaven
    • December 31, 1999

17. Intentionally Failing ADP/ACP

    By austin3515, June 30, 2003
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2003

18. Single brokerage account for MPPP and 401(k) plan?

    By Jon Chambers, February 2, 2000
    • 2 replies
    • 2k views
    • 
    • Spencer
    • February 2, 2000

19. 401k vesting of interest on employer matching?

    By Guest Herigstad, November 5, 2001
    • 5 replies
    • 2k views
    • 
    • KIP KRAUS
    • November 6, 2001

20. Partial Plan Termination questions

    By wsp, October 20, 2006
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 24, 2006

21. Ineligible 401(k) deferrals

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

22. Rehires and vesting

    By ejohnke, December 21, 2022
    • 3 replies
    • 2k views
    • 
    • ESOP Guy
    • December 22, 2022

23. Loan offset 1099 dispute

    By Guest Whatup, February 12, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 13, 2006

24. Protected Benefits

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

25. Met eligibility, terminated before entry, rehired

    By kwalified, November 28, 2012
    • 3 replies
    • 2k views
    • 
    • kwalified
    • November 29, 2012

26. Weighted Average for ADP for Permissive Aggregation

    By MLML, April 2, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • April 3, 2013

27. 2007 COLA Amounts?

    By rocknrolls2, September 26, 2006
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • September 25, 2007

28. Money Purchase Plan merger

    By Guest jhilliard, June 12, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • June 13, 2003

29. RMD's - death before RBD

    By Guest terid, December 20, 2002
    • 2 replies
    • 2k views
    • 
    • Appleby
    • December 23, 2002

30. Top-heavy Requirement?

    By Guest notapensiongeek, December 27, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 2, 2008

31. safe harbor - OOPS!

    By mphs77, October 16, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • October 20, 2008

32. dissolving dc plan

    By Brian Gallagher, November 6, 2002
    • 3 replies
    • 2k views
    • 
    • Brian Gallagher
    • November 6, 2002

33. Real Estate in a Custodial Account under a Profit Sharing Plan

    By Guest San Diego Benefits Guy, January 10, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 10, 2009

34. Average Benefits Test and Mortality

    By Guest mdelin, August 21, 2014   

    • ABT
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • September 3, 2014

35. Interpretation of Entry Date - First Payroll

    By Guest Chaffee, September 3, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 22, 2004

36. Flat Dollar

    By Logan401, November 16, 2010
    • 6 replies
    • 2k views
    • 
    • Logan401
    • November 17, 2010

37. Spousal rights

    By Guest BobParks, December 28, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 29, 2005

38. Trustee is a convicted Felon and in Prison

    By sbsfpension, April 16, 2015
    • 1 reply
    • 2k views
    • 
    • mbozek
    • April 16, 2015

39. Top Heavy Required Aggregation Group

    By Dennis Povloski, March 5, 2016
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 7, 2016

40. Refinancing a loan in default

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

41. 401(k) outside asset

    By John geer, August 8, 2017   

    • 401(k)
    • custodian
    • (and 1 more)

      Tagged with:

      • 401(k)
      • custodian
      • special situation
    • 9 replies
    • 2k views
    • 
    • David74
    • August 10, 2017

42. Coverage Testing for 401k and 403b

    By dmb, April 19, 2011
    • 2 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • April 19, 2011

43. Deductibility of 3% SHK with DB

    By Jed Macy, January 27, 2002
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • January 30, 2002

44. S Corps and Controlled Groups

    By Guest LLandau, May 6, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • May 7, 2003

45. Participant Loan and Change in Payroll Period

    By Dennis Povloski, June 14, 2010
    • 2 replies
    • 2k views
    • 
    • Dennis Povloski
    • June 14, 2010

46. Secure Act - RMD Changes - Amendment Needed?

    By Stash026, January 9, 2020
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • January 10, 2020

47. Mid-year 401(k)-Proration of Testing Compensation?

    By BTH, June 22, 2010
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • June 23, 2010

48. 401k Safe Harbor Contribution & Compensation

    By Guest chell4568, March 7, 2014   

    • Safe Harbor
    • 401k
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 9, 2014

49. If a safe habor plan (match method) offers catch-up contributions is i

    By Guest PJW, December 4, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 4, 2001

50. leased employees in non-excludable employee count

    By cpc0506, November 25, 2009
    • 3 replies
    • 2k views
    • 
    • cpc0506
    • November 28, 2009