401(k) Plans

19,275 topics in this forum

1. Earned Income/key employees/Top Heavy Minimum

   By Chippy, March 11, 2014
   • 5 replies
   • 1.3k views
   • 
   • PensionPro
   • March 12, 2014

2. Earnings Allocation

   By Guest boxerengine, June 16, 2013   

   • Earnings Allocation
   • 2 replies
   • 3.2k views
   • 
   • Bird
   • June 17, 2013

3. Earnings Allocation - Late Deposits

   By WesleyT, August 5, 2008
   • 4 replies
   • 2.3k views
   • 
   • Bird
   • August 6, 2008

4. Earnings Calc on 415 Excess

   By Guest mac_qka, August 26, 2008
   • 3 replies
   • 1.3k views
   • 
   • ERISAnut
   • August 27, 2008

5. Earnings for a missed deferral election -Always DOL Calculator?

   By Loves401(k), April 2, 2018
   • 16 replies
   • 11.4k views
   • 
   • Bird
   • August 8, 2019

6. Earnings in Forfeiture Account

   By CarolC, July 2, 2020   

   • forfeiture
   • prohibited transaction
   • 8 replies
   • 2.2k views
   • 
   • Kimberly Valentine-Pierrot
   • August 11, 2020

7. earnings on a 415 refund

   By fiona1, September 23, 2008
   • 1 reply
   • 3.4k views
   • 
   • Lou S.
   • September 23, 2008

8. Earnings on a Corrected Profit Sharing Contribution

   By ac, January 4, 2023
   • 2 replies
   • 479 views
   • 
   • Always Complicated
   • January 6, 2023

9. Earnings on ADP refund

   By BG5150, March 5, 2009
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • March 6, 2009

10. Earnings on Late employee deferral contributions

    By Guest psgross, October 6, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • October 6, 2004

11. Earnings on Late Employer Contribution

    By PensionPro, July 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 30, 2012

12. Earnings on Late Roth Deferrals

    By Guest saotampa, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • July 16, 2010

13. Earnings on Refunds for Failed ACP

    By MBCarey, September 22, 2010
    • 15 replies
    • 6.2k views
    • 
    • austin3515
    • September 23, 2010

14. Easiest way to find old terminated employees?

    By RayJJohnsonJr, November 13
    • 6 replies
    • 318 views
    • 
    • RayJJohnsonJr
    • November 17

15. Easy Plan Term / 5310 Question

    By fiona1, May 2, 2006
    • 9 replies
    • 2.4k views
    • 
    • namealreadyinuse
    • May 9, 2006

16. Easy question - HCE?

    By Guest CCarter, February 18, 2003
    • 2 replies
    • 1k views
    • 
    • david rigby
    • February 18, 2003

17. Easy Question - I'm Really Slow Today

    By Madison71, December 10, 2009
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • December 10, 2009

18. EBAR Calculation - Cash Balance/Profit Sharing

    By Stash026, April 4, 2020
    • 4 replies
    • 729 views
    • 
    • Mike Preston
    • April 7, 2020

19. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG, August 17, 2023
    • 11 replies
    • 1.2k views
    • 
    • CuseFan
    • August 21, 2023

20. economics paper

    By Guest trailerpat, October 14, 2006
    • 28 replies
    • 5.6k views
    • 
    • Kimberly S
    • November 8, 2006

21. ECPCRS - Missed Deferral Oppotunity Corrections for 401k

    By austin3515, May 10, 2022
    • 6 replies
    • 1k views
    • 
    • Nate S
    • May 10, 2022

22. ECPRS / Did Not withhold Elected Amount

    By austin3515, February 21, 2017
    • 3 replies
    • 695 views
    • 
    • austin3515
    • April 26, 2017

23. ECPRS correction procedure - crossing tax years

    By Guest andrea16, March 17, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 17, 2006

24. ECPRS Filing Pending for Defauilted Loan

    By austin3515, March 1, 2016
    • 1 reply
    • 721 views
    • 
    • jpod
    • March 2, 2016

25. ECPRS Retroactive Eligibility Amendment

    By austin3515, April 5, 2017
    • 5 replies
    • 627 views
    • 
    • austin3515
    • April 5, 2017

26. education fees to be paid from plan

    By Guest trying2understand, November 30, 2007
    • 0 replies
    • 896 views
    • 
    • Guest
    • November 30, 2007

27. EE and ER definitions for "contract" employee - Who contribu

    By Guest BJJ, January 6, 1999
    • 0 replies
    • 4.3k views
    • 
    • Guest
    • January 6, 1999

28. EE expected to work greater than 20 hrs/wk but does not

    By blue, March 19, 2009
    • 5 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 20, 2009

29. EE for a company.. and SE for himself. Can he defer $12K in both plans?

    By K-t-F, December 8, 2003
    • 5 replies
    • 1.2k views
    • 
    • E as in ERISA
    • December 8, 2003

30. EE in plan out of country

    By Becky Schwing, December 13, 2019
    • 3 replies
    • 543 views
    • 
    • Larry Starr
    • December 13, 2019

31. EE newly eligible... not enrolled

    By K-t-F, April 21, 2004
    • 7 replies
    • 1.3k views
    • 
    • FJR
    • April 21, 2004

32. EE Options & Controlled Group

    By BeccaERISA, August 24, 2011
    • 1 reply
    • 932 views
    • 
    • Guest
    • August 25, 2011

33. EE terminates from one company in control group and begins to work for

    By Guest LLandau, October 14, 2002
    • 7 replies
    • 5.2k views
    • 
    • austin3515
    • October 15, 2002

34. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • March 2, 2010

35. EFAST status check

    By PainPA, August 5, 2010
    • 0 replies
    • 1.2k views
    • 
    • PainPA
    • August 5, 2010

36. Effect of 401(k) Deferrals on E/er 15% Deduction Limit on Contribution

    By chris, June 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • June 8, 1999

37. Effect of amending definition of 415 compensation

    By SST73, July 13, 2016   

    • 415 compensation
    • HCE determination
    • 2 replies
    • 927 views
    • 
    • RatherBeGolfing
    • July 13, 2016

38. Effect of contributions to a SIMPLE and a 401(k).

    By Guest, March 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 21, 2000

39. Effect of EPCRS and ability to automatic cashout terminated employees

    By Guest benefitsnewbie, April 3, 2012
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • April 4, 2012

40. effect of Medicare surtax on SE income

    By M Norton, November 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • November 14, 2013

41. Effect of Participant's Death on Outstanding Loan

    By Guest rocnrols2, September 13, 2005
    • 4 replies
    • 2.8k views
    • 
    • Alf
    • September 14, 2005

42. Effect of Reemployment upon Contribution Suspensio

    By Guest rocnrols2, May 9, 2003
    • 0 replies
    • 915 views
    • 
    • Guest
    • May 9, 2003

43. Effect on Rem Amend Period when amending prototype

    By Guest Ruth Glaser, October 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2001

44. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • May 29, 2009

45. effective date

    By wsp, March 13, 2003
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • March 17, 2003

46. Effective Date for New Safe Harbor Plan

    By Susan S., July 3, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 4, 2013

47. Effective Date of Money Purchase Plan Merger (12/31/01 OR 1/1/02)??

    By Guest T-BONE, October 30, 2001
    • 1 reply
    • 2k views
    • 
    • rcline46
    • October 31, 2001

48. Effective date of new 401(k)

    By k man, June 13, 2001
    • 4 replies
    • 4k views
    • 
    • bzorc
    • June 14, 2001

49. Effective date of new plan w/ mid-year deferrals

    By BG5150, May 1, 2018
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2018

50. Effective date of plan deconverting from a MEP

    By ComplianceCop, October 10, 2019
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • December 9, 2019