401(k) Plans

19,321 topics in this forum

1. Does a controlled group of businesses exist?

   By Guest Barry, August 11, 1999
   • 8 replies
   • 2k views
   • 
   • Guest
   • August 17, 1999

2. Terminated employees carry old loans to new plans?

   By Guest Michael Anderson, April 5, 2002
   • 5 replies
   • 2k views
   • 
   • QDROphile
   • April 8, 2002

3. Lifetime Income illustrations

   By Micheleciz, March 17, 2022
   • 22 replies
   • 2k views
   • 
   • austin3515
   • August 31, 2022

4. 401k Participant Loan repayments greater than the loan schedule.

   By ScottCPFA, April 4, 2025
   • 4 replies
   • 2k views
   • 
   • ScottCPFA
   • April 14, 2025

5. Rollover IRA and EGTRRA

   By Gilmore, August 23, 2003
   • 4 replies
   • 2k views
   • 
   • Belgarath
   • August 25, 2003

6. Elective deferrals not stopped after hardship withdrawal - consequence

   By Jon Chambers, May 3, 2000
   • 4 replies
   • 2k views
   • 
   • davef
   • May 5, 2000

7. Plan Adoption & Secure Act

   By Stash026, January 29, 2020
   • 15 replies
   • 2k views
   • 
   • Bird
   • February 5, 2020

8. Children as Participants in a 401(k) Plan

   By Guest EMM118, January 9, 2006
   • 4 replies
   • 2k views
   • 
   • Lori Friedman
   • January 10, 2006

9. percentage/performance fee based services for ERISA funds

   By fidu, February 1, 2002
   • 1 reply
   • 2k views
   • 
   • KJohnson
   • February 1, 2002

10. Eligibility question- rehire

    By britoski, December 17, 2008
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 18, 2008

11. Davis Bacon question - ADP testing

    By AKconsult, May 15, 2009
    • 0 replies
    • 2k views
    • 
    • AKconsult
    • May 15, 2009

12. Late 401(k) Contributions

    By nancy, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 19, 2005

13. allocation conditions for ps and match

    By pmacduff, February 18, 2014
    • 8 replies
    • 2k views
    • 
    • pmacduff
    • February 18, 2014

14. Top heavy aggregation

    By Guest jim williams, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Tom Poje
    • August 7, 2003

15. Voluntary after-tax employee contributions to a 401(m) plan

    By Guest J D DeBacker, October 11, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 11, 2000

16. Revocable Living Trust Agreement for 401(k) account registration

    By SRP, December 24, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 26, 2007

17. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2k views
    • 
    • Jim Chad
    • October 22, 2011

18. Failure to provide safe harbor notice

    By Guest VAP, November 29, 2000
    • 1 reply
    • 2k views
    • 
    • Alf
    • December 4, 2000

19. Catch-Up & 402(g) Limit on Off Calander PYE

    By Guest D C Sharp, July 2, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 7, 2003

20. Affiliated Service Group A-Org Group?

    By Guest mary99, January 29, 2013   

    • Affiliated Service Group
    • Controlled Group
    • (and 2 more)

      Tagged with:

      • Affiliated Service Group
      • Controlled Group
      • A-Org
      • Compensation
    • 3 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 30, 2013

21. Controlled groups

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

22. Platform Providers

    By SMB, September 7, 2011
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 9, 2011

23. When is Layoff considered Separation of Service?

    By Guest JasonElliott, May 8, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 8, 2001

24. Compensation definition and deferrals

    By Guest phyphy, May 5, 2004
    • 5 replies
    • 2k views
    • 
    • g8r
    • May 6, 2004

25. 401k plan with multiple discretionary match formulas

    By Zach Del, March 30, 2023
    • 4 replies
    • 2k views
    • 
    • Zach Del
    • April 1, 2023

26. 401K Top Heavy Testing

    By ML68, August 13, 2018
    • 13 replies
    • 2k views
    • 
    • ACK
    • August 17, 2018

27. adding PS and vesting

    By Jakyasar, October 19, 2020
    • 12 replies
    • 2k views
    • 
    • BG5150
    • October 22, 2020

28. How is a rollover counted for top-heavy purposes when an employee choo

    By John A, March 31, 2000
    • 3 replies
    • 2k views
    • 
    • actuarysmith
    • September 18, 2002

29. 2008 EOB

    By austin3515, March 27, 2008
    • 16 replies
    • 2k views
    • 
    • Guest
    • March 31, 2008

30. 401k after 701/2

    By ombskid, February 6, 2007
    • 2 replies
    • 2k views
    • 
    • ombskid
    • February 7, 2007

31. RMD..what age with new chart?

    By stevena, August 14, 2001
    • 9 replies
    • 2k views
    • 
    • stevena
    • August 15, 2001

32. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • May 13, 2004

33. Missed 401k Deduction for New Enrollee

    By Guest jefe96, September 1, 2005
    • 3 replies
    • 2k views
    • 
    • WDIK
    • September 2, 2005

34. deferral election in writing...

    By AKconsult, July 9, 2007
    • 7 replies
    • 2k views
    • 
    • AKconsult
    • July 12, 2007

35. TOP HEAVY TEST

    By Guest JB2, November 7, 1998
    • 1 reply
    • 2k views
    • 
    • LCARUSI
    • November 9, 1998

36. Top Heavy Correction--Wrong Compensation Defn

    By sloble@crowleyfleck.com, January 13, 2005
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • January 18, 2005

37. 401(k)/Profit Sharing & ERISA

    By Paul, November 24, 2019
    • 3 replies
    • 2k views
    • 
    • Larry Starr
    • November 25, 2019

38. Hardship Withdrawal for Purchase of Residence

    By Scott, May 25, 2000
    • 1 reply
    • 2k views
    • 
    • Jon Chambers
    • May 25, 2000

39. Plan Audit and 80-120 rule

    By Dazednconfused, November 30, 2010
    • 4 replies
    • 2k views
    • 
    • BG5150
    • December 2, 2010

40. RMDs for missing participants

    By Guest ablazer, December 5, 2013   

    • RMD Missing
    • 3 replies
    • 2k views
    • 
    • masteff
    • December 10, 2013

41. Partial plan termination - participant count?

    By Richard Anderson, February 1, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 4, 2002

42. Short plan year and YOS for vesting

    By doombuggy, May 28, 2019
    • 2 replies
    • 2k views
    • 
    • Bri
    • May 28, 2019

43. Eligibility Rules

    By MBCarey, June 6, 2002
    • 6 replies
    • 2k views
    • 
    • MBCarey
    • June 7, 2002

44. 401k loan taken out then dies

    By Keli, May 15, 2018
    • 3 replies
    • 2k views
    • 
    • 401_noob
    • May 16, 2018

45. ADP restructured test

    By Guest sritts, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • November 30, 2005

46. Safe Harbor Match

    By Guest moltengater, December 27, 2005
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • December 27, 2005

47. State elective withholding

    By Guest andmik, July 26, 2001
    • 4 replies
    • 2k views
    • 
    • pmacduff
    • July 27, 2001

48. Employee leaving Co. for another Co. in Controlled Group QSLOB

    By Phlyers, January 15, 2018
    • 2 replies
    • 2k views
    • 
    • Phlyers
    • January 17, 2018

49. NQDC Distributions to 401(k)

    By Randy Watson, August 8, 2005
    • 6 replies
    • 2k views
    • 
    • Randy Watson
    • August 9, 2005

50. New or Succesor plan?

    By Guest WWPDRC, July 17, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 19, 2006