401(k) Plans

19,321 topics in this forum

1. Employer Funding Requirements

   By Nassau, October 18, 2010
   • 4 replies
   • 1.9k views
   • 
   • AlbanyConsultant
   • January 4, 2011

2. Termination of Leased Employee Status

   By Guest BBowles, December 1, 1998
   • 1 reply
   • 1.9k views
   • 
   • MWeddell
   • December 1, 1998

3. Trust needs to be notarized?

   By Dennis Povloski, May 5, 2011
   • 5 replies
   • 1.9k views
   • 
   • Bill Presson
   • May 9, 2011

4. Who is the "employer" for QSLOB purposes?

   By Guest Kaister, March 15, 2004
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 15, 2004

5. Electronic Enrollment Questions

   By Guest Letocha, January 12, 2001
   • 2 replies
   • 1.9k views
   • 
   • RCK
   • January 12, 2001

6. RMD calendar year date? Is it date processed or check date to comply?

   By Guest Matt Young, January 5, 1999
   • 1 reply
   • 1.9k views
   • 
   • LCARUSI
   • January 6, 1999

7. Cash out of less than $5,000

   By Guest ircreader, March 12, 2002
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • March 13, 2002

8. What constitutes a legally binding Salary Reduction Agreement?

   By Guest efringe, August 19, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • September 1, 1999

9. MATCH FOR PARTNERS IN 401(K)

   By Ervin Barham, December 11, 1998
   • 2 replies
   • 1.9k views
   • 
   • Chester
   • December 11, 1998

10. Controlled Group Question - Family Attribution

    By metsfan026, January 6, 2022
    • 10 replies
    • 1.9k views
    • 
    • pmacduff
    • August 18, 2023

11. Employers Responsibility regarding 401K contributions

    By Guest 3mj, May 14, 2005
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • May 15, 2005

12. Salary Deferrals/Canadian Participant

    By Guest greymann, January 28, 1999
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 2, 1999

13. Testing - Highly Compensated and Top Heavy

    By Guest jstout2507, October 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • Archimage
    • October 4, 2002

14. Adding participating employer via 11(g) ?

    By mattmc82, August 13, 2021
    • 11 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 18, 2021

15. Amending benefit accrual requirements and anti-cutback concerns

    By Guest Kelly Igel, February 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 6, 2002

16. Controlled Group Top Heavy Testing

    By Guest MikeD, November 3, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 3, 2006

17. Govermental agency/instrumentality vs. tax exempt org.

    By Guest xplan, January 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 25, 2001

18. Safe-harbor enhanced match

    By SMB, September 15, 2007
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

19. Stock Options/Code Section 318(a)(4)/Top-Heavy Rules

    By Guest RBJ, October 13, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 13, 2000

20. Two consecutive short plan years

    By Guest PRafferty, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 17, 2002

21. 100% vesting is required, even if same desk rules applies, correct?

    By John A, November 9, 2000
    • 3 replies
    • 1.9k views
    • 
    • Alf
    • November 18, 2000

22. plan loan

    By stevena, September 27, 2001
    • 7 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • October 1, 2001

23. ADP refunds to an HCE who had a 402g failure as well?

    By Guest KD40, October 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 4, 2002

24. 401(k) Fees...Variable Annuities....all are not created equal !

    By Guest andoniangh, March 7, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 31, 1999

25. Group Term Life Insurance and the definition of Compensation

    By Harwood, December 10, 2003
    • 1 reply
    • 1.9k views
    • 
    • g8r
    • December 11, 2003

26. Chapter 13 (Bankruptcy) and 401k loans

    By Guest Amanda Davis, March 25, 2003
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 25, 2003

27. Life insurance 401(k) valuation in balance sheet & on 5500

    By Guest DianeW, June 9, 2014   

    • Life Insurance
    • Balance Sheet
    • (and 3 more)

      Tagged with:

      • Life Insurance
      • Balance Sheet
      • 5500
      • Plan Valuation
      • 401(k)
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • June 10, 2014

28. MBO Partners 401(k) Plan

    By 401 Chaos, September 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • 401 Chaos
    • September 1, 2010

29. Access to Safe Harbor money

    By Guest Hartnett123, January 14, 2004
    • 9 replies
    • 1.9k views
    • 
    • ccassetty
    • January 15, 2004

30. ADP Testing for Controlled Group

    By PensionPro, August 24, 2017
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 28, 2017

31. Company Stock

    By Guest koolkid, November 29, 2002
    • 5 replies
    • 1.9k views
    • 
    • MWeddell
    • December 2, 2002

32. Profit Sharing Contribution - Operational Failure (suggestions for correcting?)

    By BeanCounterBlues, March 18, 2013
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 19, 2013

33. ONE TO ONE QNEC

    By Guest moltengater, January 19, 2006
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • January 19, 2006

34. Benchmarking Info RE: Vesting under 401(k) Plans

    By Guest KevinGordon, October 26, 1998
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1998

35. EGTRRA Amendments-You'll want to read this.

    By Guest dietpepsi, February 27, 2003
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • February 28, 2003

36. Rehired Employee

    By Guest Sara H, November 27, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 27, 2001

37. PEOs, Rev Proc 2002-21 and Multiple Employer Plans

    By Guest ubpMR, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • May 13, 2002

38. Over Plan Document Limit

    By Guest CINCY, October 21, 2002
    • 15 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • October 23, 2002

39. What is most common matching contribution level for 401(k) plans in th

    By richard, October 20, 2000
    • 3 replies
    • 1.9k views
    • 
    • Dave Baker
    • October 24, 2000

40. Brother-sister control group

    By Guest tonjer, November 13, 2002
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • November 20, 2002

41. 401k seminar

    By Guest stevena1, June 4, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 4, 2007

42. IRS Penalties

    By Guest Michael Anderson, July 27, 2001
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • July 30, 2001

43. "true up" for self employed

    By JButtrick, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • Craig Garner
    • November 21, 2014

44. Roth 401k Qualified Distributions

    By Guest BXO, May 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 2006

45. 401K with no matching and mutual fund maybe not known: worth it ?

    By Guest nmehta, January 21, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 24, 2001

46. RMD's

    By Guest Twinky, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2006

47. Section 415 Limits Across Multiple DC Plans

    By Guest browntrout, January 7, 2010
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • January 7, 2010

48. Foreign entity wants to provide 401K plan to US employees. Trustee?

    By Matt RPS, February 2, 2023
    • 5 replies
    • 1.9k views
    • 
    • Matt RPS
    • February 3, 2023

49. Hardships Not Allowed From Safe Harbor Plans

    By sdix401k, September 28, 2004
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 29, 2004

50. minor beneficiary

    By k man, August 1, 2005
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • August 4, 2005