401(k) Plans

19,335 topics in this forum

1. Employee Deferrals for Part-time employees

   By Guest JCONNER, October 23, 1998
   • 1 reply
   • 1.8k views
   • 
   • Larry M
   • October 24, 1998

2. top heavy 401(k) Plan

   By Chippy, March 2, 2009
   • 8 replies
   • 1.8k views
   • 
   • Chippy
   • March 4, 2009

3. If an employer makes the 3% QNEC under a safe harbor plan, I understan

   By Guest, October 7, 1999
   • 2 replies
   • 1.8k views
   • 
   • John A
   • October 7, 1999

4. Testing "Under 21/1 employees" separately in a 401(k) Plan

   By LCARUSI, September 11, 2000
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • September 11, 2000

5. Reverse Borrowing/Shifting

   By justatester, November 2, 2012
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 5, 2012

6. PS Plan- medical benefits

   By Guest Lex, May 31, 2002
   • 7 replies
   • 1.8k views
   • 
   • Mike Preston
   • August 19, 2002

7. Questionable interpretation of allocation formula to allow diff percentage based on years of service

   By Guest DIGMYDOG, December 3, 2003
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • December 4, 2003

8. IRS Late notices

   By justanotheradmin, October 22, 2013   

   • 5500
   • 5558
   • (and 1 more)

     Tagged with:

     • 5500
     • 5558
     • 8955-ssa
   • 5 replies
   • 1.8k views
   • 
   • PainPA
   • January 13, 2014

9. Corrective Amendment - Safe Harbor

   By MGOAdmin, October 7, 2014   

   • Safe harbor
   • amendment
   • (and 1 more)

     Tagged with:

     • Safe harbor
     • amendment
     • corrective
   • 2 replies
   • 1.8k views
   • 
   • MGOAdmin
   • October 7, 2014

10. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • July 15, 2008

11. What is the basic difference between Related Employers & Multiple Employer Plan?

    By stephen20, October 13, 2021
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • October 15, 2021

12. Minimum coverage testing

    By 7806akp, September 16, 2010
    • 0 replies
    • 1.8k views
    • 
    • 7806akp
    • September 16, 2010

13. What’s a reasonable salary for a six-year-old’s part-time work?

    By Peter Gulia, July 29, 2021
    • 17 replies
    • 1.8k views
    • 
    • Bird
    • August 2, 2021

14. RMD for "of counsel" attorney

    By nancy, April 9, 2025
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • April 14, 2025

15. Participant loan secured by real property and deemed distributions

    By KJohnson, March 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • March 20, 2000

16. Plan Merger

    By Guest FAZEKAS, November 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • November 6, 1998

17. "ERISA account" funded by another plan fiduciary (not the plan sponsor)

    By Guest carol lee, March 16, 2005
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • March 17, 2005

18. Early Retirement in DC Plan

    By Guest new2this, May 23, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • August 17, 2009

19. GUST Fees

    By Guest Frank Jackson, August 29, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

20. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 23, 2001

21. A higher-paid employee’s catch-up must be Roth deferrals—how to implement?

    By Peter Gulia, July 21, 2025
    • 14 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 23, 2025

22. IRS Continues Its Trend Of Anti-Plan Sponsor Interpretations

    By austin3515, August 28, 2013
    • 15 replies
    • 1.8k views
    • 
    • Belgarath
    • September 3, 2013

23. What do you do when a client cannot provide census data, then goes out

    By MR, August 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • August 23, 2000

24. Eligiblity

    By Guest Kimberly Hlavacek, November 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • Bob R
    • November 13, 2001

25. Splitting Solo 401(k)

    By Guest hk73, August 23, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • August 24, 2012

26. Top heavy contribution required with LDOY requirement?

    By Guest Christie Banks, March 23, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 2001

27. Payment of Plan Expenses

    By Guest Maddog, April 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 1999

28. Late ADP Refund ?

    By Guest jvandyke, June 28, 2010
    • 1 reply
    • 1.8k views
    • 
    • austin3515
    • June 30, 2010

29. Allocation of Class Action Recovery

    By RCK, June 23, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 24, 2006

30. do fiduciairies lose 404(c) protection if they change fund allocations within model strategies offered to participants?

    By k man, March 2, 2004
    • 11 replies
    • 1.8k views
    • 
    • Jon Chambers
    • March 5, 2004

31. Defined Benefit RFP

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 26, 2003

32. Key Employees - Officer Test

    By Guest CCarter, January 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

33. Final 401(k)/401(m) Regulations Amendment

    By Guest ebs24502, September 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • namealreadyinuse
    • September 26, 2006

34. 401(k) Comittee

    By Guest Benmark, April 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2004

35. state tax withholding

    By JKW, May 18, 2010
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • May 18, 2010

36. Health Ins. Opt. Out...Mandatory 401(k)?

    By Guest Bob Rosenbaum, August 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 8, 1999

37. Failure to contribute SH 3%

    By Brenda Wren, May 26, 2010
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2010

38. Discretionary match in Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 3 replies
    • 1.8k views
    • 
    • Dougsbpc
    • September 25, 2015

39. rehire of former employee

    By lexi, February 28, 2008
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • March 4, 2008

40. 401(k) Correction

    By Guest moltengater, April 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 12, 2005

41. collective trusts

    By fidu, May 29, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2002

42. 2021 Form 5558s being denied

    By ktrombino, October 18, 2022
    • 12 replies
    • 1.8k views
    • 
    • TPAinPA
    • December 1, 2022

43. Children Employed, not owners, HCE???

    By Guest Michael Anderson, November 30, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2001

44. Employees that are eligible to participate in both 401K and 457 plans

    By Guest greg9876, February 14, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • February 17, 2005

45. Refund of excess contributions by the employer

    By Guest HollyT, June 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 20, 2002

46. Roth 401k Question

    By Guest gfowler, January 17, 2006
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • January 17, 2006

47. Safe Harbor Money Purchase Plan

    By Guest Mbrockway, May 26, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2004

48. Safe harbor notice/dating

    By pmacduff, December 20, 2004
    • 10 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2004

49. Beneficiary forms

    By Guest Chris O'Daniel, September 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 29, 1999

50. How to check with IRS if 5500-EZ was filed

    By Guest GG, January 26, 2000
    • 2 replies
    • 1.8k views
    • 
    • Fredman
    • January 26, 2000