401(k) Plans

19,321 topics in this forum

1. Improper 2012 401k Contribution for LLC

   By Gadgetfreak, September 11, 2013
   • 4 replies
   • 1.3k views
   • 
   • Kevin C
   • September 12, 2013

2. Broker - Dealers

   By Guest scuba80, July 1, 2014
   • 4 replies
   • 1.9k views
   • 
   • Bill Presson
   • July 1, 2014

3. Short Question

   By Dougsbpc, September 13, 2019
   • 4 replies
   • 851 views
   • 
   • Bri
   • September 17, 2019

4. WHOSE RMDs ARE THESE?

   By Plan Doc, November 4, 2020
   • 4 replies
   • 866 views
   • 
   • FormsRstillmylife
   • November 9, 2020

5. 414s Testing for Safe Harbor Plans

   By justatester, September 6, 2022
   • 4 replies
   • 1.3k views
   • 
   • MWeddell
   • September 8, 2022

6. Amendment to Employer Match-Last Day Requirement

   By Guest mmcc88, April 6, 2006
   • 4 replies
   • 2.2k views
   • 
   • namealreadyinuse
   • April 7, 2006

7. Auto enroll

   By rlb64, March 16, 2007
   • 4 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • March 20, 2007

8. small plan, all participants quit together

   By Earl, August 25, 2014
   • 4 replies
   • 823 views
   • 
   • Bird
   • August 26, 2014

9. Match not funded on Pay-period basis

   By Vlad401k, January 31, 2017
   • 4 replies
   • 1.1k views
   • 
   • Kevin C
   • February 1, 2017

10. 5500 COunt - Term with zero beg balance

    By TinaW, October 6, 2023
    • 4 replies
    • 1.2k views
    • 
    • bzorc
    • October 10, 2023

11. Catch-up contributions

    By Guest jpetrancosta, June 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 5, 2002

12. Collective Bargained 401(k) Plan

    By Guest Thornton, August 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • KJohnson
    • August 5, 2002

13. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • February 8, 2003

14. retroactive amendment for compensation to 1/1/04

    By Guest kelly9522, June 22, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • June 22, 2004

15. Top Heavy and Safe Harbor match question

    By Lori H, September 11, 2013
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • September 13, 2013

16. 12/30 Plan year-end to 12/31 Plan year-end?

    By Guest gkaley, May 4, 2001
    • 4 replies
    • 1.7k views
    • 
    • Wessex
    • May 7, 2001

17. Does this 401k get a new plan sequence number?

    By Guest steve55, November 24, 2004
    • 4 replies
    • 8k views
    • 
    • actuarysmith
    • November 30, 2004

18. follow up to excise question

    By lexi, December 1, 2006
    • 4 replies
    • 1.1k views
    • 
    • lexi
    • December 1, 2006

19. discretionary contribution deposit deadline

    By Kimberly S, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 17, 2008

20. Coverage and BRF Testing

    By justatester, July 14, 2009
    • 4 replies
    • 1.6k views
    • 
    • justatester
    • July 16, 2009

21. Service as an unpaid intern

    By Guest Aust916, April 27, 2011
    • 4 replies
    • 3.3k views
    • 
    • Kevin C
    • April 28, 2011

22. Allocation Conditions in SH 401(k) Plan

    By MarZDoates, April 30, 2013
    • 4 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 1, 2013

23. Auditor asking for Cost Basis in 401k plan...

    By heygents, October 9, 2014
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 10, 2014

24. startup 401k plan

    By Dawn, May 11, 2018
    • 4 replies
    • 857 views
    • 
    • RatherBeGolfing
    • May 12, 2018

25. Controlled Group question

    By Tom, September 7, 2022
    • 4 replies
    • 554 views
    • 
    • Tom
    • September 12, 2022

26. Limit on 401K Blackout Period

    By Guest Tomas, December 28, 2001
    • 4 replies
    • 4.5k views
    • 
    • Guest
    • January 3, 2002

27. "amount involved" and 401(k) late contributions

    By Guest tonjer, June 24, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2002

28. Not sure where this post should go?

    By stevena, May 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Demosthenes
    • May 27, 2004

29. Employer Match to 3% Safe Harbor

    By Guest mpark, November 24, 2004
    • 4 replies
    • 1.5k views
    • 
    • Archimage
    • November 29, 2004

30. Prohibited Transaction?

    By Randy Watson, December 16, 2004
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • December 16, 2004

31. Near-orphan plan--filing ongoing 5500s

    By Guest Richard Tennenbaum, July 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • July 25, 2006

32. Two tiered matching formula

    By dmb, October 2, 2008
    • 4 replies
    • 3.6k views
    • 
    • J Simmons
    • October 3, 2008

33. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • November 24, 2008

34. OOOPS! Missed the March 15th deadline for return of excess deferral.

    By Guest mam, March 16, 2000
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • March 17, 2000

35. safe harbor plan with 415 excess

    By AKconsult, February 26, 2010
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 2, 2010

36. In-Plan Roth Conversions, Loans

    By Guest PhDay, December 8, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2010

37. Merging 401(k) Plan

    By 52626, July 25, 2013   

    • Trustees Liability
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • July 26, 2013

38. Turbo Tax limiting 401k contributions WHY?

    By mesiodens, October 15, 2016
    • 4 replies
    • 2.1k views
    • 
    • mesiodens
    • October 24, 2016

39. Nondiscrimination choices a settler function?

    By Purplemandinga, May 11, 2018
    • 4 replies
    • 546 views
    • 
    • Purplemandinga
    • May 15, 2018

40. When is a compensation test required?

    By Guest MES, August 29, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 29, 2000

41. ADP failure

    By pbarrett, March 17, 2003
    • 4 replies
    • 1.3k views
    • 
    • jaemmons
    • March 17, 2003

42. Okay to start up a new 401(k) now?

    By katieinny, October 27, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • October 27, 2003

43. Maximum "minimum" loan amount

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

44. Top Heavy!

    By Jilliandiz, January 31, 2005
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 1, 2005

45. control group . . . plans the same?

    By Guest insurancelaw, December 2, 2006
    • 4 replies
    • 1.4k views
    • 
    • ak2ary
    • December 6, 2006

46. Participant Loan

    By Guest Stella P., May 14, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • May 14, 2008

47. Controlled Group and document

    By cpc0506, April 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • April 26, 2010

48. Vesting

    By Guest Chicchica, March 7, 2011
    • 4 replies
    • 3.3k views
    • 
    • GMK
    • March 9, 2011

49. ADP Refunds in Short Plan Year

    By Gilmore, March 27, 2015
    • 4 replies
    • 1.4k views
    • 
    • Gilmore
    • March 27, 2015

50. Union Plan Allocation Conditions

    By John Feldt ERPA CPC QPA, January 7, 2016   

    • union
    • collectively bargained
    • (and 4 more)

      Tagged with:

      • union
      • collectively bargained
      • accrual
      • allocation conditions
      • allocation requirements
      • special rules
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • January 7, 2016