401(k) Plans

19,321 topics in this forum

1. 402(g) Limits

   By ConnieStorer, December 8, 2021
   • 11 replies
   • 1.9k views
   • 
   • kpension
   • December 10, 2021

2. 5500 Plan Feature Codes

   By austin3515, June 21, 2007
   • 2 replies
   • 1.9k views
   • 
   • austin3515
   • June 22, 2007

3. controlled group

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

4. Terminating PEO Plan & Successor Plan rule

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

5. 401k RMD for surviving spouse, sole beneficiary

   By Janie, November 28, 2017   

   • 401k
   • surviving spouse rmd
   • 4 replies
   • 1.9k views
   • 
   • card
   • November 28, 2017

6. 401(k) Fees

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

7. Employer Deductible Contribution

   By Guest KevinP, March 19, 2002
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • March 19, 2002

8. User Fees for Determination Letter

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

9. Merger of a company

   By Guest DBSI, March 27, 2012
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • March 27, 2012

10. RMD Relief?

    By austin3515, November 10, 2008
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • November 13, 2008

11. 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

12. Deferrals/Contributions on Overpaid Wages

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

13. Solo(k) Question RE: Spouse Eligibility

    By erisa parrot, July 10, 2015
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • July 10, 2015

14. Terminated Participants

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

15. Increasing Safe Harbor NEC

    By Logan401, March 7, 2011
    • 12 replies
    • 1.9k views
    • 
    • austin3515
    • March 7, 2011

16. Maximum "minimum" loan amount

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

17. determination letter caveat

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

18. 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

19. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 26, 2003

20. Late Top-Heavy Contribution

    By Guest SSCARO, December 7, 1999
    • 1 reply
    • 1.9k views
    • 
    • John A
    • December 7, 1999

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

    By jlf, August 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • jlf
    • August 30, 1999

22. Final 5500

    By Guest jefe96, October 31, 2005
    • 7 replies
    • 1.9k views
    • 
    • E as in ERISA
    • November 2, 2005

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

    By Guest Cutfade, July 21, 2000
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • July 24, 2000

24. Who is responsible for top-heavy testing?

    By Guest WDH, February 29, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2000

25. Hardship - School Loans

    By Guest Milt Colegrove, August 23, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 23, 1999

26. Late SH plan amendment

    By DTH, March 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • Jim Chad
    • March 16, 2006

27. Employee defers to plan before eligibility requirements are met

    By mming, April 21, 2000
    • 4 replies
    • 1.9k views
    • 
    • mming
    • April 24, 2000

28. Merge two companies into one

    By Guest HD WILLIAMS, December 15, 1998
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • December 16, 1998

29. Participant does not want to receive SH Non-Elective

    By Bruddah Kimo, January 18, 2010
    • 9 replies
    • 1.9k views
    • 
    • TPApril
    • April 28, 2011

30. 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

31. 3% Non Elective Safe Harbor

    By Guest kgsingletary, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 24, 2002

32. 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

33. ADP/ACP testing when liberal eligibility requirements are provided for

    By Guest Matt@HSC, January 3, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 6, 2000

34. Safe Harbor 401(k) & Plan Merger

    By R. Butler, February 21, 2014
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • February 27, 2014

35. Excess match in 2000

    By Guest ycurran, February 15, 2002
    • 5 replies
    • 1.9k views
    • 
    • lkpittman
    • August 12, 2002

36. Plan Loans in Bankruptcy

    By Guest DLH, February 28, 2002
    • 11 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 4, 2002

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

    By Guest Diane DuFresne, October 28, 2002
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • October 28, 2002

38. Custodial Guarantee - no loss for fraud

    By Erik Read, April 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Erik Read
    • April 13, 2006

39. 100% owner of company wants to invest his account balance into the com

    By Guest Kelly Bermes, October 27, 2000
    • 2 replies
    • 1.9k views
    • 
    • Bill Berke
    • November 2, 2000

40. Fixing enrollment of ineligible employees

    By Guest RopedIn, March 27, 2009
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • March 31, 2009

41. Deleting a Catch-Up Contribution Provision

    By Guest Callan, September 4, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 4, 2002

42. ADP Failure, Late Distributions and One to One QNEC

    By buckaroo, October 24, 2007
    • 0 replies
    • 1.9k views
    • 
    • buckaroo
    • October 24, 2007

43. Key employee determination when using predecessor service

    By TPAnnie, September 17, 2015
    • 14 replies
    • 1.8k views
    • 
    • TPAnnie
    • September 23, 2015

44. Minimum Deferral Percentage

    By justatester, May 6, 2013
    • 6 replies
    • 1.8k views
    • 
    • Doghouse
    • May 7, 2013

45. Amend discretionary match in SH plan

    By MSN, September 17, 2007
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 19, 2007

46. Use of Erroneous Contribution

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

47. Restrictions on 59 1/2 withdrawals?

    By Locust, November 9, 2009
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • November 12, 2009

48. 401(k) sponsor converts to employee leasing

    By Guest Mike Kimball, May 12, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 17, 1999

49. Here's a wierd thought

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

50. Elapsed Time on a Plan Year Basis

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