401(k) Plans

19,275 topics in this forum

1. 401k Safe harbor non elective with 1 year wait?

   By perkinsran, February 11, 2009
   • 5 replies
   • 1.8k views
   • 
   • Kevin C
   • February 12, 2009

2. 401k Employer Requirements for Sending Money to Investment Company

   By Guest tpowell, January 4, 2000
   • 4 replies
   • 1.8k views
   • 
   • MWeddell
   • January 5, 2000

3. Brokerage accounts setup under Employer EIN

   By BG5150, December 7, 2022
   • 6 replies
   • 1.8k views
   • 
   • Kac1214
   • December 12, 2022

4. Form 5310-A Question 4(b)

   By John A, June 28, 2001
   • 0 replies
   • 1.8k views
   • 
   • John A
   • June 28, 2001

5. Is the 1000 hours participation rule only an IRC requirement, or is it

   By Guest maria jose, October 24, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • October 24, 1999

6. ACP Safe Harbor

   By Guest Thornton, March 7, 2007
   • 2 replies
   • 1.8k views
   • 
   • stephen
   • March 7, 2007

7. entry date

   By EBDI, May 24, 2016
   • 9 replies
   • 1.8k views
   • 
   • EBDI
   • May 26, 2016

8. beneficiary form after divorce

   By Guest alabama, August 10, 2006
   • 4 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • August 10, 2006

9. PBGC 120% Lump Sum Factor at deferred age 65

   By §#$%!, November 21, 2012
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • November 21, 2012

10. more prior year testing ?...

    By pmacduff, March 16, 2007
    • 9 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

11. Ineligible Participant

    By Guest Much2Learn, August 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2002

12. Plan Amendments

    By Guest cbuxton, January 22, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2002

13. ADP failure and 415 excess

    By Belgarath, July 27, 2018
    • 3 replies
    • 1.8k views
    • 
    • K2
    • July 27, 2018

14. SH Final Regs

    By Guest RJF, February 27, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2006

15. correct ADP before 401b?

    By AlbanyConsultant, February 25, 2015
    • 9 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • March 3, 2015

16. Roth Rollover

    By Guest MarieNo, August 13, 2012
    • 3 replies
    • 1.8k views
    • 
    • 401king
    • August 13, 2012

17. 2002 Inflation Adjusted Amounts Set Yet?

    By Alf, November 30, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 13, 2001

18. Catch-up Election form

    By alexa, January 15, 2004
    • 1 reply
    • 1.8k views
    • 
    • Sandra Pearce
    • January 15, 2004

19. What to do with a 401k $ after you change jobs?

    By Dave Baker, March 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2000

20. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

21. catch up contributions

    By Guest lindamichals, December 23, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2003

22. Missed Deferral Opportunity- no other members of employees group

    By PMZJohn, December 29, 2023
    • 4 replies
    • 1.8k views
    • 
    • cathyw
    • January 5, 2024

23. rehire of former employee

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

24. Count $0 comp EE's

    By Guest swiantj, August 9, 2001
    • 8 replies
    • 1.8k views
    • 
    • GBurns
    • August 10, 2001

25. Is anyone on the message board affiliated with ASPPA?

    By stevena, September 21, 2005
    • 12 replies
    • 1.8k views
    • 
    • Appleby
    • October 1, 2005

26. Deferral of Bonus after plan termination

    By Guest wolfpack, June 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 1999

27. 401(k) Election Not Implemented

    By Guest kharris, January 3, 2003
    • 4 replies
    • 1.8k views
    • 
    • RCK
    • January 10, 2003

28. Plan Sponsor Bankruptcy - Deduction/Charging of Fees by Service Provider

    By Guest CaptainMarvel, August 26, 2009
    • 3 replies
    • 1.8k views
    • 
    • J Simmons
    • August 27, 2009

29. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2, August 24, 2004
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • August 24, 2004

30. Hardship question

    By PFranckowiak, June 5, 2009
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • June 5, 2009

31. Participant paid out before return of excess deferrals

    By Guest moorhan, September 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 7, 2001

32. forfeiture buy-back -what happens to taxes paid?

    By AKconsult, January 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 27, 2010

33. Corbel Prototype

    By Archimage, April 6, 2006
    • 6 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • April 7, 2006

34. Increasing Safe Harbor NEC

    By Logan401, March 7, 2011
    • 12 replies
    • 1.8k views
    • 
    • austin3515
    • March 7, 2011

35. Post Severance Compensation

    By Gilmore, August 7, 2008
    • 4 replies
    • 1.8k views
    • 
    • Gilmore
    • August 9, 2008

36. Defaulted loans

    By FAPInJax, June 6, 2002
    • 4 replies
    • 1.8k views
    • 
    • JohnCheek
    • June 6, 2002

37. Age Weighted Match?

    By KateSmithPA, December 5, 2012
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 2013

38. Switch a profit sharing plan to a safe harbor 401(k)

    By thepensionmaven, January 30, 2001
    • 0 replies
    • 1.8k views
    • 
    • thepensionmaven
    • January 30, 2001

39. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg, January 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 10, 2002

40. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2004

41. Unused vacation pay--that's all

    By J Simmons, March 20, 2021
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 22, 2021

42. 401(k) Plan Audit Question: RE: Investment Contract with Insurance Co. note to Financial Statements.

    By Guest TGinthe'Ville, September 26, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 28, 2005

43. QDIA Notice Requirements

    By Lori H, November 19, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • November 20, 2009

44. Deferral Election Forms for Partners

    By 401 Chaos, January 25, 2010
    • 2 replies
    • 1.8k views
    • 
    • MARYMM
    • January 26, 2010

45. Top Heavy Test, Key in current plan year, but not last year.

    By Jean, April 10, 2001
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • April 12, 2001

46. Profit Sharing contribution and non-profit organizations

    By Guest dhoefer, February 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • February 20, 2002

47. Starting and stopping deferrals in a 401k Plan

    By Pammie57, July 29, 2020
    • 15 replies
    • 1.8k views
    • 
    • Belgarath
    • August 5, 2020

48. When does employer have to contribute deferrals into plan's trust fund? When does trust fund have to invest them?

    By Guest Carl C, September 21, 2003
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • September 22, 2003

49. Allocation of Class Action Recovery

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

50. Restating a 401(k) Simple Plan

    By pbarrett, May 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 24, 2002