401(k) Plans

19,321 topics in this forum

1. DC 415 limit with catch-up

   By drakecohen, February 17, 2013
   • 2 replies
   • 1.7k views
   • 
   • Mike Preston
   • February 18, 2013

2. DC 415 limit with potential short plan year

   By Tom, April 23, 2024
   • 1 reply
   • 560 views
   • 
   • Lou S.
   • April 24, 2024

3. DC Decuction Limit

   By 12AX7, November 12, 2010
   • 2 replies
   • 998 views
   • 
   • 12AX7
   • November 12, 2010

4. DC Plan Audit

   By jala, October 17, 2011
   • 4 replies
   • 1.2k views
   • 
   • GMK
   • October 18, 2011

5. DC plan company stock limits

   By fidu, April 23, 2002
   • 16 replies
   • 3.7k views
   • 
   • fidu
   • April 26, 2002

6. DC Plan Fees and SPD disclosure

   By alexa, May 9, 2002
   • 0 replies
   • 1.4k views
   • 
   • alexa
   • May 9, 2002

7. DC Plan that invests into a DB Plan

   By Guest ahayford, January 21, 2005
   • 4 replies
   • 1.2k views
   • 
   • No Name
   • January 22, 2005

8. DC Plans and QOSA Benefits

   By Guest Tom:, March 3, 2010
   • 1 reply
   • 1k views
   • 
   • Guest
   • March 7, 2010

9. DC vs DB Coverage Testing

   By justatester, September 23, 2013
   • 4 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • September 24, 2013

10. DC/DB Combo Top-Heavy Minimum

    By austin3515, March 6, 2012
    • 5 replies
    • 3k views
    • 
    • Tom Poje
    • March 7, 2012

11. DC/DB survey information

    By Guest jhilliard, August 25, 2003
    • 0 replies
    • 971 views
    • 
    • Guest
    • August 25, 2003

12. DDR Allocation condition waivers

    By 30Rock, February 24, 2025
    • 0 replies
    • 429 views
    • 
    • 30Rock
    • February 24, 2025

13. De Facto After-Tax Contributions

    By Guest RJRogers, May 3, 2010
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • May 7, 2010

14. De Facto Terminations

    By Guest Laura Millwood, July 10, 1999
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • July 13, 1999

15. De Minimis Corrections for Late Deferral/Loan Repayments

    By LANDO, January 16, 2013
    • 13 replies
    • 3.5k views
    • 
    • LANDO
    • January 24, 2013

16. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2, August 24, 2004
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • August 24, 2004

17. De Minimus Accrued Compensation

    By Guest JEP, February 15, 2002
    • 2 replies
    • 1.9k views
    • 
    • actuarysmith
    • February 16, 2002

18. de minimus amounts

    By Guest mk2308, August 26, 2004
    • 17 replies
    • 16.5k views
    • 
    • FundeK
    • October 19, 2004

19. de minimus excise tax

    By Guest Rosemary Raymer, April 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • Steve72
    • April 23, 2002

20. De minimus excise tax amount for Form 5330 late deposit?

    By Santo Gold, May 30, 2007
    • 8 replies
    • 17k views
    • 
    • R. Butler
    • July 20, 2011

21. De Minimus Testing Refund?

    By Lou S., March 6, 2014
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • March 10, 2014

22. Deadline Extension

    By Guest andmik, February 26, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • February 28, 2003

23. Deadline for 401(k) hardship amendment

    By S Derrin Watson, October 22, 2019   

    • hardship
    • deadline
    • (and 1 more)

      Tagged with:

      • hardship
      • deadline
      • extension
    • 4 replies
    • 1k views
    • 
    • Bob the Swimmer
    • November 2, 2019

24. Deadline for Ameidning to ADD Safe Harbor

    By austin3515, February 24, 2011
    • 9 replies
    • 3k views
    • 
    • 12AX7
    • February 24, 2011

25. Deadline for amending plan document to switch current / prior year ADP

    By MWeddell, April 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2004

26. Deadline for distributing deferrals to correct 415 limit?

    By Richard Anderson, August 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 23, 2000

27. Deadline for Excess Deferral Corrective Distribution-2005

    By Guest CJK, April 13, 2006
    • 19 replies
    • 4.2k views
    • 
    • fiona1
    • April 18, 2006

28. Deadline for form 5500/5558

    By KevinMc, July 28, 2022
    • 2 replies
    • 899 views
    • 
    • Peter Gulia
    • July 8, 2024

29. Deadline for funding deferrals for owners of Sub S Corp

    By Pammie57, December 31, 2018
    • 2 replies
    • 518 views
    • 
    • Larry Starr
    • January 2, 2019

30. deadline for making top heavy contribution to DC plan

    By k man, January 13, 2004
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • January 12, 2005

31. Deadline for making top paid group election

    By Guest Dash02, April 14, 2010
    • 4 replies
    • 6k views
    • 
    • Bird
    • April 15, 2010

32. Deadline for profit sharing if short plan year follows

    By Mr401k, November 19, 2019
    • 1 reply
    • 370 views
    • 
    • Luke Bailey
    • November 20, 2019

33. Deadline for recharacterizing excess deferrals

    By MWeddell, May 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • May 24, 2010

34. Deadline for swithcing to current year testing

    By JButtrick, May 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Nate X
    • June 6, 2006

35. Deadline for using Money in Erisa Budget/ Excess Revenue Accounts

    By khn, January 6, 2015
    • 0 replies
    • 821 views
    • 
    • khn
    • January 6, 2015

36. deadline to set up 401(k) Plan

    By Earl, December 13, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2007

37. Deadlines for new plans (2022)

    By 401kay, August 16, 2022
    • 11 replies
    • 1.5k views
    • 
    • Bri
    • August 22, 2022

38. Dealing w/ back-end loads....

    By Guest halka, September 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2001

39. Death & Taxes - Spouse Beneficiary wants to roll to her K plan!

    By Guest JimJ, August 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • August 30, 2001

40. Death after distribution request

    By wsp, September 11, 2007
    • 0 replies
    • 1.1k views
    • 
    • wsp
    • September 11, 2007

41. Death after signing form, but before processing

    By austin3515, September 20, 2016
    • 25 replies
    • 4.6k views
    • 
    • GMK
    • September 22, 2016

42. Death Benefit

    By coleboy, July 2, 2018
    • 10 replies
    • 1.1k views
    • 
    • jpod
    • July 24, 2018

43. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy, May 16, 2016   

    • Death Benefit
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • May 17, 2016

44. Death Benefit payable to Child

    By austin3515, October 15, 2014
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 16, 2014

45. Death Benefit Received By Spouse When Both Spouses Have an Account Balance in Same Qualified Employer 401K Plan

    By Dawn Marlar, July 14, 2022
    • 2 replies
    • 735 views
    • 
    • bito'money
    • July 18, 2022

46. Death benefit rollover to 401k

    By WhatsESUP, September 8, 2017   

    • rollover
    • death
    • (and 1 more)

      Tagged with:

      • rollover
      • death
      • 401k
    • 9 replies
    • 4k views
    • 
    • Kevin C
    • September 12, 2017

47. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1k views
    • 
    • Terry Connerton
    • October 16, 2019

48. Death Benefit to trust

    By Guest jetfaninmn, July 19, 2005
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 19, 2005

49. Death Benefit with loan

    By Guest CGBS, June 13, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 2000

50. death benefits

    By mehmgo, August 18, 2016
    • 4 replies
    • 761 views
    • 
    • GMK
    • August 18, 2016