401(k) Plans

19,321 topics in this forum

1. DFVCP & IRS Penalties on late 5500

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

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

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

3. DFVCP Filing Fees

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

4. DFVCP Following IRS Penalty Assessment

   By EBECatty, August 29, 2023
   • 12 replies
   • 4.3k views
   • 
   • Luke Bailey
   • September 21, 2023

5. Did definition of earned income change recently?

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

6. 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

7. Did the DOL Just Change Audit Requirement?

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

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

   By BG5150, May 2, 2022
   • 5 replies
   • 1.3k views
   • 
   • BG5150
   • May 4, 2022

9. Difference between 401k vs. 403b?

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

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

    By dragondon, November 8, 2022
    • 6 replies
    • 1.4k views
    • 
    • MWeddell
    • November 10, 2022

11. Differences in SPD and Plan Document

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

12. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • March 3, 2017

13. Different allocation formulas within the same plan?

    By Carol V. Calhoun, January 9, 2017
    • 3 replies
    • 853 views
    • 
    • Carol V. Calhoun
    • January 10, 2017

14. Different Compensation for Different Sources

    By Vlad401k, February 13, 2020
    • 3 replies
    • 544 views
    • 
    • C. B. Zeller
    • February 14, 2020

15. Different Conributions Based on Marital Status

    By Guest MDG, November 4, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 2003

16. Different deferral limit for HCE?

    By Guest wallacea, January 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • January 9, 2002

17. Different EIN for 5500 and Form 945 filings?

    By Guest Commuter Rex, February 9, 2004
    • 7 replies
    • 3.1k views
    • 
    • Earl
    • February 13, 2004

18. Different eligibility for deferrals and safe harbor match

    By commishvp, July 28, 2006
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 7, 2007

19. eligibility Different eligibility provisions for different job classes

    By TX-TPA-Guy, June 14, 2017   

    • 401(k)
    • job class
    • 9 replies
    • 2.8k views
    • 
    • TX-TPA-Guy
    • June 14, 2017

20. Different Eligibility Requirements for 401(k) Contributions

    By Stash026, May 18, 2021
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • May 18, 2021

21. different eligibility requirements for salaried vs. hourly

    By Guest Boilerburm, January 22, 2002
    • 4 replies
    • 3k views
    • 
    • Guest
    • January 24, 2002

22. Different Eligibility Rules For Different Classes

    By Randy Watson, August 10, 2005
    • 6 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • August 17, 2005

23. different eligibilty for EE groups in Safe harbor

    By Guest hyper, February 27, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2007

24. Different Entry Dates - PS/401(k)

    By metsfan026, April 10, 2024
    • 7 replies
    • 732 views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2024

25. Different investment options for controlled group plan.

    By Guest, April 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • April 7, 2000

26. Different Levels of Match

    By jkharvey, November 9, 2007
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 12, 2007

27. Different levels of matching contributions

    By Guest dlm, January 14, 1999
    • 7 replies
    • 10.7k views
    • 
    • Guest
    • August 24, 2000

28. Different Match Factor

    By justatester, October 30, 2008
    • 0 replies
    • 1.1k views
    • 
    • justatester
    • October 30, 2008

29. Different Match for Different Classifications of Employees

    By Guest RS Vatalaro, August 25, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • August 26, 1999

30. Different Match Formulas

    By Logan401, June 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Logan401
    • June 4, 2013

31. Different match formulas for part-time and full-time employees?

    By Guest MES, April 27, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • April 30, 2001

32. Different Matching Contribution For Different Employees Question

    By metsfan026, April 5, 2025
    • 6 replies
    • 2k views
    • 
    • metsfan026
    • April 11, 2025

33. different matching tiers for various employee classifications

    By k man, January 19, 2005
    • 0 replies
    • 1.3k views
    • 
    • k man
    • January 19, 2005

34. Different PS Formulas

    By PFranckowiak, April 11, 2017
    • 9 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2017

35. Different rates of match conditioned upon where participant directs hi

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 21, 2000

36. Different SHNE amounts for different NHCEs

    By Gadgetfreak, December 3, 2008
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 3, 2008

37. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • Alan Simpson
    • March 10, 2000

38. Different Vesting and Benefits Rights & Features Testing

    By RRB, July 25, 2011
    • 0 replies
    • 1.6k views
    • 
    • RRB
    • July 25, 2011

39. Different vesting schedules

    By 30Rock, March 28, 2025
    • 5 replies
    • 1.3k views
    • 
    • 30Rock
    • March 29, 2025

40. Different vesting schedules for members of a controlled group?

    By jkharvey, August 30, 2010
    • 7 replies
    • 3.6k views
    • 
    • Archimage
    • August 31, 2010

41. Differing match and ps in plan without HCEs and Keys

    By ldr, July 1, 2021   

    • controlled group
    • discretionary match
    • (and 1 more)

      Tagged with:

      • controlled group
      • discretionary match
      • profit sharing contributions
    • 6 replies
    • 1.1k views
    • 
    • Susan L
    • July 7, 2021

42. differing match for various companies under common control

    By Guest EBGEEK, February 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 9, 2003

43. Differing match formulas

    By hsctpa, June 2, 2021
    • 1 reply
    • 529 views
    • 
    • C. B. Zeller
    • June 2, 2021

44. Differing Match Rates for NHCEs in QACA

    By Guest gaham, January 31, 2012
    • 0 replies
    • 806 views
    • 
    • Guest
    • January 31, 2012

45. Direct investments in the prefunded account?

    By hockptuey, December 13, 2023
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • December 14, 2023

46. Direct phone number for IRS Retirement Plans?

    By billfgrady, December 8, 2003
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 8, 2003

47. Direct Rollover

    By Guest Chris Bullick, September 9, 1999
    • 4 replies
    • 1.4k views
    • 
    • jlf
    • September 14, 1999

48. Direct Rollover 401k to IRA

    By PensionPrisoner, May 30, 2019
    • 5 replies
    • 1.7k views
    • 
    • PensionPrisoner
    • June 1, 2019

49. direct rollover mailed to participant?

    By Peter Gulia, July 14, 2015   

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

50. Directed Trustee

    By pixmax, December 4, 2009
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • December 5, 2009