401(k) Plans

19,337 topics in this forum

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

   By Brenda Wren, November 3, 2003
   • 9 replies
   • 1.9k views
   • 
   • KJohnson
   • November 5, 2003

2. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

   By Guest sugar daddy, September 28, 2011
   • 9 replies
   • 1.9k views
   • 
   • K2retire
   • September 29, 2011

3. safe harbor match with top heavy plan

   By MR, September 12, 2002
   • 7 replies
   • 1.9k views
   • 
   • R. Butler
   • September 19, 2002

4. Failed ADP, Leveling and Catch-ups (Oh My!)

   By No Name, April 21, 2005
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • April 22, 2005

5. Employer contribution for surrender charges

   By Guest Daniel Fisher, March 14, 2000
   • 2 replies
   • 1.9k views
   • 
   • Alf
   • March 15, 2000

6. Excess aggregate refund...

   By jaemmons, June 24, 2002
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • June 28, 2002

7. Plan Termination and 415 Limit

   By NW529, July 21, 2019   

   • 401k plan
   • plan termination
   • (and 2 more)

     Tagged with:

     • 401k plan
     • plan termination
     • 415 limit
     • contribution cessation
   • 3 replies
   • 1.9k views
   • 
   • NW529
   • July 22, 2019

8. 402(g) Failure

   By Guest NPS Darren, January 7, 2011
   • 4 replies
   • 1.9k views
   • 
   • Tom Poje
   • January 10, 2011

9. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

   By Guest JimJ, August 3, 2001
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • August 14, 2001

10. Retirement Age on the plan

    By dragondon, November 29, 2022
    • 16 replies
    • 1.9k views
    • 
    • BenefitJack
    • December 6, 2022

11. Prevailing Wage and Quarterly Match

    By Guest Tbrown, October 14, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 2008

12. 401(k) and pension

    By Guest cgiebel, July 22, 2003
    • 5 replies
    • 1.9k views
    • 
    • Harwood
    • July 23, 2003

13. PenChecks Auto IRA's

    By austin3515, November 18, 2010
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • November 19, 2010

14. Time to update NRA?

    By Riley Britton, March 14, 2021
    • 12 replies
    • 1.9k views
    • 
    • Bird
    • March 17, 2021

15. plan amendment

    By Guest lindamichals, September 10, 2004
    • 6 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 13, 2004

16. Do the controlled group rules of Section 1563 apply to LLCs too?

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • April 2, 2004

17. Participant Loans/Credit Cards

    By austin3515, December 19, 2002
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2002

18. 401K Money Movements

    By Guest rlyoung, November 19, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 28, 2000

19. CURRENT VS. PRIOR DATA IN PERFORMING ADP/ACP

    By Guest CHRISTIE BOSS, November 12, 1998
    • 4 replies
    • 1.9k views
    • 
    • LCARUSI
    • November 13, 1998

20. User Fees for Determination Letter

    By billfgrady, July 16, 2003
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2003

21. Plan sponsor has disappeared

    By Guest PWBAer, November 13, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 18, 1998

22. Safe Harbor - addition of match mid-year

    By Robin Wilson, October 27, 2021
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • January 24, 2022

23. controlled group

    By Guest Jodi S., October 14, 2008
    • 4 replies
    • 1.9k views
    • 
    • jkdoll2
    • October 15, 2008

24. Wording for SAR distributions

    By cripp12, September 9, 2004
    • 2 replies
    • 1.9k views
    • 
    • cripp12
    • September 10, 2004

25. Distribution Overpayment & help finding court cases.

    By FundeK, October 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • October 27, 2004

26. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • July 28, 2016

27. Maximum "minimum" loan amount

    By Brian Gallagher, November 14, 2003
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • November 17, 2003

28. Hardship Distributions

    By Belgarath, June 29, 2023
    • 8 replies
    • 1.9k views
    • 
    • Peter Gulia
    • July 5, 2023

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

    By Guest Effie Clark, November 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 1999

30. Retired physician receiving compensation

    By Guest JPIngold, January 25, 2010
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2010

31. Terminated Participants

    By Nassau, August 21, 2012
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • August 21, 2012

32. 401(k) Fees

    By Guest JSinbad, December 15, 1998
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

33. 402(g) failure

    By k man, September 12, 2003
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • September 12, 2003

34. 401(k) employer contribution made in error

    By Guest TinaThornton, October 27, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 27, 2005

35. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor, February 24, 2021
    • 2 replies
    • 1.9k views
    • 
    • Eric Taylor
    • February 25, 2021

36. Top Heavy & HCE

    By Guest jkrad, March 16, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2005

37. Can a trust sponsor a 401(k)?

    By KEM, May 5, 2023   

    • trust
    • plan sponsor
    • (and 2 more)

      Tagged with:

      • trust
      • plan sponsor
      • 401k
      • plan
    • 12 replies
    • 1.9k views
    • 
    • KEM
    • May 11, 2023

38. Deferrals/Contributions on Overpaid Wages

    By Guest Guy Incognito, June 17, 2011
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • June 17, 2011

39. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 27, 2000

40. Employer Match on "Catch-Up" Contribution?

    By Guest glhotdog, July 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • July 19, 2001

41. Prohibited Transaction?

    By Guest reyeps, October 10, 2001
    • 2 replies
    • 1.9k views
    • 
    • Erik Read
    • October 19, 2001

42. determination letter caveat

    By Guest Laura, April 30, 2000
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 1, 2000

43. Terminating PEO Plan & Successor Plan rule

    By Guest jim williams, May 16, 2001
    • 1 reply
    • 1.9k views
    • 
    • alanm
    • May 22, 2001

44. Taxes and Roth 401k Contributions

    By Zooey72, March 23, 2021
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 25, 2021

45. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 1.9k views
    • 
    • tpacpa
    • August 12, 2014

46. Prior Service - are eligibility and vesting tied together?

    By Guest Amy Harle, October 2, 2002
    • 6 replies
    • 1.9k views
    • 
    • E as in ERISA
    • October 2, 2002

47. Hardship withdrawals-medical expenses

    By Guest Lonnie Tomlin, November 19, 2001
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • November 20, 2001

48. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray, August 10, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 27, 2000

49. Control Group question when a trust is an owner

    By cpc0506, April 8, 2013
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • April 8, 2013

50. Plan termination/5500 Form/short plan year apply

    By Guest hog4you2, December 10, 2004
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • December 10, 2004