401(k) Plans

19,275 topics in this forum

1. Determiantion of Top Heavy Status

   By Tom Poje, September 16, 1998
   • 1 reply
   • 4.3k views
   • 
   • LCARUSI
   • September 16, 1998

2. Determination Letter Application

   By kcav2006, January 21, 2016
   • 1 reply
   • 686 views
   • 
   • spicerfam
   • January 21, 2016

3. determination letter caveat

   By Guest Laura, April 30, 2000
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • May 1, 2000

4. Determination Letter Cycles

   By ERISA25, January 2, 2013
   • 1 reply
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • January 3, 2013

5. Determination Letter Fees?

   By ML68, August 21, 2018
   • 2 replies
   • 507 views
   • 
   • ML68
   • August 22, 2018

6. Determination letter filing for controlled group member

   By jlea, May 23, 2008
   • 0 replies
   • 1.3k views
   • 
   • jlea
   • May 23, 2008

7. Determination Letter Question

   By Scott, July 17, 2003
   • 1 reply
   • 1.1k views
   • 
   • chris
   • July 17, 2003

8. Determination Letter Question

   By Guest ohioattorney, August 4, 2009
   • 2 replies
   • 1k views
   • 
   • Jim Chad
   • August 4, 2009

9. Determination Letter with VCP

   By Guest meeh3704, September 15, 2008
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • September 20, 2008

10. Determination Letters

    By Guest alan24, March 21, 2005
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • March 21, 2005

11. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.7k views
    • 
    • Alf
    • March 9, 2000

12. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • October 11, 2001

13. Determination of > 5% Owner Status

    By Guest JSCOTT, January 31, 2005
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • February 3, 2005

14. Determination of catch-ups in an off calendar plan

    By MR, August 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • MR
    • August 17, 2004

15. Determination Of Control Group

    By Lori H, March 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 31, 2003

16. Determination of Controlled Group

    By pixmax, November 11, 2014
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • November 12, 2014

17. Determine Compensation in a Control Group

    By Basically, February 8, 2022
    • 4 replies
    • 552 views
    • 
    • Basically
    • February 9, 2022

18. Determining 415 comp with earned income and w-2

    By 401kQ's, April 10, 2015   

    • earned income
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • April 10, 2015

19. Determining 5% Owners in a Controlled Group

    By Susan S., February 29, 2016
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 1, 2016

20. determining a highly compensated employee

    By Guest abg, August 22, 1999
    • 6 replies
    • 2.1k views
    • 
    • Kathy
    • August 30, 1999

21. Determining catch up contributions in fiscal year plans

    By Guest Diane DuFresne, November 22, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 22, 2013

22. Determining eligibility when rule of parity and one year holdout both don't exclude any service

    By dragondon, December 17, 2022
    • 1 reply
    • 410 views
    • 
    • EBP
    • December 19, 2022

23. Determining Former HCEs

    By Guest pdaniels, November 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 18, 1999

24. Determining HCE's for first year of a new company

    By Guest Richard Scheer, September 13, 2000
    • 1 reply
    • 2.4k views
    • 
    • Richard Anderson
    • September 13, 2000

25. DETERMINING HCE'S FOR NEW MEMBER OF CONTROLLED GROUP

    By Lori H, February 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 11, 2005

26. Determining HCEs with new plan established by employer who purchased c

    By Guest 91smithie, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 5, 2002

27. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2002

28. Determining Highly Compensated Employee

    By Stash026, March 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • March 31, 2015

29. Determining Income for Partners

    By Dan, March 20, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 1, 1999

30. Determining Missed Deferral Under EPCRS

    By Lauren0507, June 23, 2020
    • 3 replies
    • 850 views
    • 
    • Lauren0507
    • June 24, 2020

31. Determining the Minimum Top Heavy Contribution

    By Guest Ray Hedger, July 2, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2001

32. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

    By Guest GMedley, February 13, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

33. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.2k views
    • 
    • AJC
    • April 23, 2019

34. determining when error is insignificant

    By AKconsult, December 23, 2010
    • 2 replies
    • 4.8k views
    • 
    • Belgarath
    • January 6, 2011

35. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co

    By Guest smithee, November 20, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 21, 2000

36. Determining who is an HCE...

    By Guest RONNIE WASEL, November 12, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 12, 2003

37. DFVC Filing Process

    By metsfan026, August 21
    • 3 replies
    • 924 views
    • 
    • RatherBeGolfing
    • August 21

38. DFVC question

    By goldtpa, March 16, 2005
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 17, 2005

39. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • July 30, 2012

40. DFVCP & IRS Penalties on late 5500

    By Dennis Povloski, May 19, 2010
    • 4 replies
    • 3k views
    • 
    • Belgarath
    • May 19, 2010

41. DFVCP Available for One Year If DOL Notice Received for Another Year

    By ERISA11, May 1, 2024
    • 4 replies
    • 794 views
    • 
    • RatherBeGolfing
    • May 6, 2024

42. DFVCP Filing Fees

    By nerd-party-administrator, October 14, 2020
    • 2 replies
    • 635 views
    • 
    • ESOP Guy
    • October 14, 2020

43. DFVCP Following IRS Penalty Assessment

    By EBECatty, August 29, 2023
    • 12 replies
    • 4.1k views
    • 
    • Luke Bailey
    • September 21, 2023

44. Did definition of earned income change recently?

    By Spencer, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 1, 2000

45. did not fund solo mpp and solo 401(k) for years

    By Jim Chad, October 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 8, 2009

46. Did the DOL Just Change Audit Requirement?

    By austin3515, February 28, 2023
    • 18 replies
    • 1.7k views
    • 
    • MoJo
    • March 2, 2023

47. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150, May 2, 2022
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • May 4, 2022

48. Difference between 401k vs. 403b?

    By Guest judynyc61, August 11, 2005
    • 5 replies
    • 5.5k views
    • 
    • david rigby
    • August 13, 2005

49. Difference between determining non elective at end of plan year or per pay period

    By dragondon, November 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • MWeddell
    • November 10, 2022

50. Differences in SPD and Plan Document

    By Stevo-PDX, February 7, 2006
    • 2 replies
    • 2.3k views
    • 
    • Locust
    • February 8, 2006