401(k) Plans

19,275 topics in this forum

1. Effective Date of Restatement on Transfer

   By Purplemandinga, July 5, 2018
   • 1 reply
   • 587 views
   • 
   • Bird
   • July 6, 2018

2. Effective Date of Rev. Proc. 2015-28

   By Floridaattorney, August 6, 2015
   • 0 replies
   • 1k views
   • 
   • Floridaattorney
   • August 6, 2015

3. Effective Date of Safe Harbor Plan

   By Guest RBlaine, July 9, 2003
   • 6 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • July 9, 2003

4. Effective Date of Top Heavy Provisions for EGTRRA

   By Guest bgiles, June 29, 2003
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • June 30, 2003

5. Effectively connected income

   By John A, April 7, 2003
   • 0 replies
   • 2.7k views
   • 
   • John A
   • April 7, 2003

6. Effectivity of 401k limit changes

   By Guest fred37, November 20, 2002
   • 5 replies
   • 1.8k views
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   • Tom Poje
   • November 26, 2002

7. Effects of a change in partnership on a 401(k) plan

   By Guest Pat Metallic, April 24, 2001
   • 1 reply
   • 1.8k views
   • 
   • BeckyMiller
   • May 9, 2001

8. Effects of cash basis vs accrual in compliance testing

   By Abby H., September 14, 2023
   • 3 replies
   • 867 views
   • 
   • CuseFan
   • September 14, 2023

9. EFTPS and Plan Withholdings

   By Guest Dell, January 7, 2011
   • 3 replies
   • 2k views
   • 
   • Übernerd
   • February 24, 2011

10. EFTPS Payment

    By metsfan026, December 23, 2021
    • 1 reply
    • 421 views
    • 
    • BG5150
    • December 23, 2021

11. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 19, 2001

12. egtra doc?

    By Guest New to the biz, July 16, 2011
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 19, 2011

13. Egtrra

    By Guest kgsingletary, October 29, 2001
    • 20 replies
    • 4.3k views
    • 
    • Bob R
    • November 13, 2001

14. Egtrra

    By Archimage, June 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 20, 2002

15. EGTRRA Amendments-You'll want to read this.

    By Guest dietpepsi, February 27, 2003
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • February 28, 2003

16. EGTRRA - Catchup contributions -- ADP / ACP

    By Guest Factster, August 3, 2001
    • 14 replies
    • 3.9k views
    • 
    • Guest
    • March 15, 2002

17. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • September 26, 2001

18. EGTRRA 415 limits for non-calendar year plans

    By Brenda Wren, July 25, 2001
    • 5 replies
    • 3.5k views
    • 
    • Effen
    • February 18, 2004

19. EGTRRA Amendment Effective Date

    By Guest ELS, June 18, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

20. EGTRRA Amendment timelines

    By Guest money40, December 31, 2008
    • 4 replies
    • 1.5k views
    • 
    • Peanut Butter Man
    • January 14, 2009

21. EGTRRA and ACP/ADP testing

    By Guest sampat, August 8, 2001
    • 20 replies
    • 2.9k views
    • 
    • Medusa
    • August 10, 2001

22. EGTRRA and anti-cutback rules

    By Guest JDL, November 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • November 14, 2002

23. EGTRRA and Comp Limit

    By Guest CRC02, May 6, 2003
    • 0 replies
    • 957 views
    • 
    • Guest
    • May 6, 2003

24. EGTRRA and minimum match vesting

    By Guest GS1100, June 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • July 2, 2002

25. EGTRRA and off-calendar plan years

    By Guest T-BONE, August 14, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 16, 2001

26. EGTRRA Conformance

    By Guest Jose Rosario, May 13, 2002
    • 19 replies
    • 3k views
    • 
    • Guest
    • February 27, 2003

27. EGTRRA conformity

    By Guest laurad, April 25, 2002
    • 6 replies
    • 1.9k views
    • 
    • pjkoehler
    • May 9, 2002

28. EGTRRA Deadline for New Plan?

    By Scott, May 23, 2003
    • 11 replies
    • 2k views
    • 
    • g8r
    • May 28, 2003

29. EGTRRA FDL

    By Guest hyper, August 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 9, 2004

30. EGTRRA impact on compensation limit

    By Guest Ralph, October 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 4, 2001

31. EGTRRA impact on coordination of deferrals

    By Guest Ralph, September 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2001

32. EGTRRA Non-Amender

    By austin3515, March 21, 2012
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 23, 2012

33. EGTRRA re: top heavy calc

    By Brenda Wren, June 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 25, 2001

34. EGTRRA Section 416(g)(h) on "top-heavy" safe harbor plans

    By Guest Lawrence_Groves, June 21, 2004
    • 9 replies
    • 2.1k views
    • 
    • KJohnson
    • June 22, 2004

35. EGTRRA TAX CREDIT

    By Guest bueler, June 28, 2004
    • 0 replies
    • 942 views
    • 
    • Guest
    • June 28, 2004

36. EGTRRA Top Heavy Question

    By RTK, September 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • RTK
    • September 25, 2002

37. EGTRRA Top Heavy Safe Harbor

    By kocak, August 3, 2001
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • August 1, 2002

38. EGTRRA vesting change with collective bargaining

    By Guest Ella, September 21, 2001
    • 1 reply
    • 2k views
    • 
    • MGB
    • September 21, 2001

39. EGTRRA-Help!

    By Guest or4770, December 14, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 14, 2005

40. EGTRRA: Catch-up Contrib Eligibility

    By Guest cole stevenson, July 6, 2001
    • 22 replies
    • 4.7k views
    • 
    • MGB
    • October 17, 2001

41. EGTRRA's impact on income averaging

    By Guest Ralph, July 18, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 18, 2001

42. EIN

    By Guest mk2308, July 27, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 27, 2005

43. EIN Number for Form 5500

    By Stash026, December 18, 2020
    • 3 replies
    • 3.4k views
    • 
    • BobbyV
    • December 22, 2020

44. EIN required for Sole Proprietor's 401(k) Plan?

    By Guest tgraham, June 30, 2004
    • 7 replies
    • 1.8k views
    • 
    • Earl
    • July 2, 2004

45. EIN/SS# for 1099-R / 1096

    By austin3515, September 14, 2011
    • 17 replies
    • 8.2k views
    • 
    • Bird
    • September 15, 2011

46. EINs and 1099s

    By KJohnson, December 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • February 9, 2000

47. Elapsed Time

    By Guest pjb, July 12, 2004
    • 17 replies
    • 4.8k views
    • 
    • david rigby
    • July 13, 2004

48. Elapsed Time - Eligibility - Rehire

    By Keith Lowery, November 18, 2024
    • 5 replies
    • 1k views
    • 
    • ESOP Guy
    • November 19, 2024

49. elapsed time - vesting

    By Lou81, May 22   

    • vesting
    • 6 replies
    • 1k views
    • 
    • Calavera
    • June 5

50. Elapsed time eligibility

    By Guest Amy Marie, November 12, 2013
    • 14 replies
    • 13.6k views
    • 
    • RatherBeGolfing
    • August 18, 2017