401(k) Plans

19,275 topics in this forum

1. Schedule C Compensation

   By Guest DBNewbie, April 13, 2004
   • 3 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • April 13, 2004

2. Naming of Plan Administrator

   By TPA Bob, July 23, 2014
   • 13 replies
   • 1.8k views
   • 
   • david rigby
   • July 24, 2014

3. Excessive profit sharing

   By Dox3725, November 11, 2020
   • 10 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • November 12, 2020

4. Who can be the plan administrator/trustee?

   By KevinMc, February 6, 2015
   • 4 replies
   • 1.8k views
   • 
   • QDROphile
   • February 10, 2015

5. IRS Submission

   By Blinky the 3-eyed Fish, October 5, 2005
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • October 7, 2005

6. 100% owner of company wants to invest his account balance into the com

   By Guest Kelly Bermes, October 27, 2000
   • 2 replies
   • 1.8k views
   • 
   • Bill Berke
   • November 2, 2000

7. Canadian Employee in 401(k) Profit Sharing Plan

   By LCARUSI, November 13, 1998
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • November 21, 1998

8. Deferrals made on negative Sch C income

   By Guest fiddler, October 12, 2009
   • 6 replies
   • 1.8k views
   • 
   • Guest
   • October 12, 2009

9. What's up with the IRS and their apparent 180 on Safe Harbor plans?

   By Brenda Wren, November 3, 2003
   • 9 replies
   • 1.8k views
   • 
   • KJohnson
   • November 5, 2003

10. Merger of a company

    By Guest DBSI, March 27, 2012
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2012

11. PenChecks Auto IRA's

    By austin3515, November 18, 2010
    • 5 replies
    • 1.8k views
    • 
    • Bill Presson
    • November 19, 2010

12. Terminating PEO Plan & Successor Plan rule

    By Guest jim williams, May 16, 2001
    • 1 reply
    • 1.8k views
    • 
    • alanm
    • May 22, 2001

13. Eligible Comp for safe harbor 401(k)/Money Purchase Plan combination

    By Guest Effie Clark, November 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • November 2, 1999

14. Is January 2nd the Real Amendment Deadline?

    By namealreadyinuse, December 27, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 2006

15. Rehired Employees

    By Chippy, December 1, 2017
    • 3 replies
    • 1.8k views
    • 
    • Chippy
    • December 1, 2017

16. Late Top-Heavy Contribution

    By Guest SSCARO, December 7, 1999
    • 1 reply
    • 1.8k views
    • 
    • John A
    • December 7, 1999

17. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57, December 13, 2016
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • December 13, 2016

18. Final 5500

    By Guest jefe96, October 31, 2005
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • November 2, 2005

19. Elective deferral limits - what authority allows plan to set limits th

    By Guest Cutfade, July 21, 2000
    • 5 replies
    • 1.8k views
    • 
    • QDROphile
    • July 24, 2000

20. Safe Harbor Taxable Fringe Benefit

    By austin3515, April 30, 2020
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 1, 2020

21. Deferrals/Contributions on Overpaid Wages

    By Guest Guy Incognito, June 17, 2011
    • 4 replies
    • 1.8k views
    • 
    • QDROphile
    • June 17, 2011

22. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • July 28, 2016

23. Excess match in 2000

    By Guest ycurran, February 15, 2002
    • 5 replies
    • 1.8k views
    • 
    • lkpittman
    • August 12, 2002

24. Merge two companies into one

    By Guest HD WILLIAMS, December 15, 1998
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • December 16, 1998

25. Prevailing Wage and Quarterly Match

    By Guest Tbrown, October 14, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 14, 2008

26. Revenue Sharing Restrictions

    By Guest jmiskey, May 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 7, 2003

27. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 26, 2003

28. Maximum "minimum" loan amount

    By Brian Gallagher, November 14, 2003
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • November 17, 2003

29. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!

    By jlf, August 28, 1999
    • 2 replies
    • 1.8k views
    • 
    • jlf
    • August 30, 1999

30. RMD's

    By 2muchstress, November 13, 2002
    • 5 replies
    • 1.8k views
    • 
    • pmacduff
    • November 14, 2002

31. reduce compensation to offset match

    By WCC, May 15, 2018
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 16, 2018

32. Any Relius users...

    By Guest bostonborn, February 20, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 22, 2006

33. Use of Erroneous Contribution

    By Guest Phil L, September 15, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 16, 1999

34. Safe Harbor 401(k) & Plan Merger

    By R. Butler, February 21, 2014
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 27, 2014

35. Requirements on 401(k) Statements

    By Guest TYounkin, January 22, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 23, 2000

36. Elapsed Time on a Plan Year Basis

    By Guest Mike401, April 2, 2007
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • April 2, 2007

37. USERRA

    By Guest sritts, October 31, 2006
    • 6 replies
    • 1.8k views
    • 
    • PLAN MAN
    • November 1, 2006

38. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

39. 3% Non Elective Safe Harbor

    By Guest kgsingletary, June 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 24, 2002

40. In-Service Transfers

    By Guest psgross, January 31, 2005
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • February 2, 2005

41. Failure to provide auto enroll notice

    By SadieJane, July 24, 2019
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • July 24, 2019

42. Defination of princial residence for the purposes of a hardship withdr

    By Guest Diane DuFresne, October 28, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • October 28, 2002

43. determination letter caveat

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

44. Here's a wierd thought

    By imchipbrown, April 20, 2000
    • 12 replies
    • 1.8k views
    • 
    • Bob R
    • May 12, 2000

45. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen, November 20, 2023
    • 12 replies
    • 1.8k views
    • 
    • Appleby
    • November 24, 2023

46. Successor Trustee duty w/ respect to prior breach

    By Guest halka, November 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • rcline46
    • November 15, 2002

47. Fixing enrollment of ineligible employees

    By Guest RopedIn, March 27, 2009
    • 6 replies
    • 1.8k views
    • 
    • Kevin C
    • March 31, 2009

48. Contingent Trustee for Profit Sharing Plan

    By Stash026, August 10, 2020
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 14, 2020

49. ...

    By Griswold, January 27, 2021
    • 13 replies
    • 1.8k views
    • 
    • Luke Bailey
    • January 30, 2021

50. Adoption of Safe Harbor 401(k) and 98-52 Notice Requirement

    By chris, September 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 6, 2001