401(k) Plans

19,321 topics in this forum

1. After Tax $ Source

   By Guest JimJ, September 26, 2001
   • 4 replies
   • 1.9k views
   • 
   • Disco Stu
   • September 28, 2001

2. Employer Match/PS Contribution Formula & Rates

   By Guest JimJ, January 30, 2002
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 31, 2002

3. Safe Harbor Plan and 11g amendment

   By Dennis Povloski, May 12, 2014
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • May 12, 2014

4. Are plans required to allow catch-up?

   By oriecat, August 9, 2004
   • 16 replies
   • 1.9k views
   • 
   • R. Butler
   • August 20, 2004

5. Reversion of Plan Assets

   By Guest m thom, April 3, 1999
   • 1 reply
   • 1.9k views
   • 
   • LCARUSI
   • April 5, 1999

6. What is reported if plan passes ratio test but has to use average bene

   By John A, February 7, 2002
   • 5 replies
   • 1.9k views
   • 
   • Laura Harrington
   • May 13, 2009

7. HCE Parity Restoration – Whose advice do you value more?

   By Mark Whitelaw, June 13, 2012
   • 8 replies
   • 1.9k views
   • 
   • Mark Whitelaw
   • June 18, 2012

8. ERISA 204(h) Notice Required for Termination of PSP?

   By billfgrady, December 17, 2003
   • 1 reply
   • 1.9k views
   • 
   • Mike Preston
   • December 17, 2003

9. Legal protection from lawsuits?

   By Guest mlee, April 30, 2004
   • 5 replies
   • 1.9k views
   • 
   • Lame Duck
   • May 3, 2004

10. HCE determination for short plan year for partnership

    By AKconsult, October 4, 2012
    • 2 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • October 4, 2012

11. ADP testing on terminating plan

    By Guest chris4013, May 12, 2003
    • 2 replies
    • 1.9k views
    • 
    • Jean
    • May 14, 2003

12. Catch Up Contributions

    By Guest Michele Ciz, April 18, 2009
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • June 30, 2009

13. Deductible limit when an employer has both a DB and DC plan and at least one participant is covered by both plans

    By Lori Foresz, December 11, 2003
    • 8 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 12, 2003

14. Top heavy plan with a catch up contribution.

    By pbarrett, November 27, 2001
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 28, 2001

15. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven, September 20, 2023
    • 10 replies
    • 1.9k views
    • 
    • Lou S.
    • September 29, 2023

16. Severance

    By rlb64, September 1, 2005
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • September 2, 2005

17. Lost Participants

    By Guest Thornton, October 4, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • October 14, 2001

18. Excessive profit sharing

    By Dox3725, November 11, 2020
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • November 12, 2020

19. Mid-Year Match Reduction

    By Guest gpr, April 23, 1999
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • April 28, 1999

20. Domestic Relations Order Outsourcing?

    By Guest TanyaB, January 2, 2014   

    • DRO
    • QDRO
    • (and 2 more)

      Tagged with:

      • DRO
      • QDRO
      • corporate
      • outsource
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 10, 2014

21. Stale dated checks

    By Jim Chad, March 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 11, 2010

22. Rollover to a foreign country

    By Karoline Curran, September 19, 2018
    • 8 replies
    • 1.9k views
    • 
    • Larry Starr
    • October 1, 2018

23. Valuation Date for 401(k) Plan

    By 401(k)athryn, February 3, 2021
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • February 4, 2021

24. 401(k) Plan & SIMPLE IRA

    By Guest MJM, September 26, 2001
    • 4 replies
    • 1.9k views
    • 
    • MJ Hartman
    • September 27, 2001

25. Can a one person employer (no employees) set up a Safe Harbor 401(k) P

    By Guest Kathleen Fouquet, December 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • December 7, 2001

26. Triggerring the Top Heavy Minimum

    By Guest chris4013, April 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 7, 2003

27. Loan Source restrictions - time for a new recordkeeper?

    By justanotheradmin, February 5, 2021
    • 14 replies
    • 1.9k views
    • 
    • msmith
    • February 8, 2021

28. Is the plan top-heavy?

    By PensionNewbee, March 13, 2003
    • 15 replies
    • 1.9k views
    • 
    • PensionNewbee
    • March 17, 2003

29. 401(k) Plan excluding EE's by Job Title

    By Alex Daisy, November 25, 2014
    • 10 replies
    • 1.9k views
    • 
    • pholosofizer
    • December 1, 2014

30. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57, December 13, 2016
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • December 13, 2016

31. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 22, 2010

32. Excise Tax on Contributions exceeding 15% deduction limit.

    By Guest SHP, January 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • M R Bernardin
    • January 19, 2001

33. Brain fart - Catch-ups

    By No Name, October 26, 2005
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • October 27, 2005

34. Please help: K-1 Info:

    By Guest tintree73, September 23, 2004
    • 9 replies
    • 1.9k views
    • 
    • jquazza
    • September 24, 2004

35. Definition of Compensation Protected?

    By Guest Kelly Igel, October 8, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 8, 2001

36. IRS Audit - problem w/ Compensation Definition

    By Guest dmartin@swerdlin.net, October 16, 2007
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 7, 2007

37. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 29, 2001

38. Finding a TPA firm in upstate NY

    By Guest bmw, November 2, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 21, 2002

39. ADP testing

    By rlb64, March 7, 2006
    • 2 replies
    • 1.9k views
    • 
    • dmwe
    • March 8, 2006

40. 401(a)(9) relief for 2009?

    By Kathy, December 12, 2008
    • 11 replies
    • 1.9k views
    • 
    • Bird
    • December 15, 2008

41. Incidental benefit limit for life insurance.

    By Guest Thornton, August 1, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 1, 2002

42. direct rollover mailed to participant?

    By Peter Gulia, July 14, 2015   

    • rollover
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • July 14, 2015

43. Insurance Rolled Into 401(k) Plan

    By Guest DCquestioner, May 13, 2009
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 14, 2009

44. Fees Charged by IRA during Automatic IRA Forfceout

    By austin3515, March 30, 2015
    • 18 replies
    • 1.9k views
    • 
    • austin3515
    • June 14, 2015

45. "Participant" Loans

    By Guest erisafried, January 17, 2003
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • January 18, 2003

46. Need 6621(a)(2) Rate

    By Guest, November 4, 2000
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • November 9, 2000

47. Hardship proof of payment

    By Guest Twinky, October 19, 2006
    • 4 replies
    • 1.9k views
    • 
    • SteveH
    • October 20, 2006

48. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 1.9k views
    • 
    • PensionPro
    • June 5, 2013

49. controlled group with different matching formulas and investment optio

    By Guest ehayes, September 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 6, 2001

50. Safe Harbor Plan Deemed not top heavy

    By Lori Foresz, February 20, 2004
    • 2 replies
    • 1.9k views
    • 
    • Lori Foresz
    • February 20, 2004