401(k) Plans

19,337 topics in this forum

1. Automatic enrollment & decreased waiting periods

   By Sheila K, August 23, 2000
   • 2 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • August 24, 2000

2. Implementing a safe harbor 401(k) plan in a union environment

   By Guest AngelB, October 24, 2001
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 25, 2001

3. Rollover of life ins policy into a PS Plan

   By QNPG, February 10, 2011
   • 5 replies
   • 1.8k views
   • 
   • Dennis Povloski
   • February 11, 2011

4. Profit Sharing contribution and non-profit organizations

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

5. PPA Quarterly Statements

   By imchipbrown, May 28, 2009
   • 2 replies
   • 1.8k views
   • 
   • Bird
   • May 29, 2009

6. Targeted QNEC question

   By BG5150, January 19, 2010
   • 2 replies
   • 1.8k views
   • 
   • Mike Preston
   • January 19, 2010

7. Avoiding(?) True-ups on Catch-Ups in Safe Harbor Plan?

   By Guest EEC1, August 28, 2009
   • 7 replies
   • 1.8k views
   • 
   • GMK
   • August 28, 2009

8. IRS Levy Question

   By Guest Barker, March 29, 2002
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • March 29, 2002

9. Age 50 Catch Up-proposed regulations

   By Michael Devault, October 23, 2001
   • 1 reply
   • 1.8k views
   • 
   • R. Butler
   • October 23, 2001

10. Self Directed Brokerage Usage

    By Guest Ken_Systems, July 30, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 5, 1999

11. New Comparability, NOT top heavy, No safe harbor

    By Pension Panda, March 21, 2017
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 21, 2017

12. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008

13. family attribution

    By Guest ROB VIDOVICH, May 31, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • May 31, 2001

14. ACP refunds Forfeitures or Check to ER?

    By Guest Kim S., April 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • April 10, 2002

15. Ever filed amended 5330 to try to get money back?

    By Guest boberlander, October 13, 2000
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • October 18, 2000

16. Compensation for self employed for ADP/ACP testing

    By Guest rwright, December 30, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 1998

17. Thrift 401(k) Plan

    By Guest Mardi Gras, July 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Erik Read
    • July 12, 2002

18. New Hardship Reasons

    By J. Bringhurst, December 21, 2006
    • 3 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • December 22, 2006

19. Discrimination Testing

    By Guest gerry326, October 19, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • October 22, 2001

20. Control Group Issue for Tax Exempt Organizations

    By David Olive, June 15, 2021
    • 10 replies
    • 1.8k views
    • 
    • David Olive
    • June 23, 2021

21. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

    By alexa, December 6, 2003
    • 7 replies
    • 1.8k views
    • 
    • g8r
    • December 12, 2003

22. Effectivity of 401k limit changes

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

23. Participant Voting Employer Stock

    By Guest halka, May 16, 2000
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • May 17, 2000

24. Nonelective Safe Harbor

    By Guest djsimonetti, December 29, 1998
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

25. Form 5500 Question Part III 8(b)

    By SJones, July 4, 2019   

    • 5500
    • income
    • (and 1 more)

      Tagged with:

      • 5500
      • income
      • loss
    • 5 replies
    • 1.8k views
    • 
    • SJones
    • July 6, 2019

26. Safe Harbor Plan

    By Nassau, September 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • January 19, 2011

27. Late Deferral Contributions

    By FishOn, December 5, 2023
    • 7 replies
    • 1.8k views
    • 
    • Paul I
    • December 5, 2023

28. Profit sharing contribution made to safe harbor 401(k) Plan

    By Guest Theresa, December 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 6, 2000

29. Leave of Absence & Contribution Eligibility

    By metsfan026, May 31, 2024
    • 3 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • June 3, 2024

30. Non-Spouse Beneficiary IRA Rollover

    By Guest andmik, March 18, 2008
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • March 19, 2008

31. Davis Bacon question

    By AKconsult, May 13, 2009
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • May 15, 2009

32. SIMPLE Plan Match True UP

    By Guest JEP, October 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 25, 2001

33. 12b-1's

    By wsp, June 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • June 10, 2006

34. key employee determination

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

35. IRS Notice 2008-13

    By R. Butler, August 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 13, 2008

36. Distribution for beneficiary without TIN?

    By JDuns, August 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Earl
    • August 10, 2002

37. corrective plan amendment

    By Gary, July 30, 2012
    • 3 replies
    • 1.8k views
    • 
    • PensionPro
    • July 30, 2012

38. ADP Corrective Refunds?

    By Guest KBANQ, January 11, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 12, 2007

39. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 1.8k views
    • 
    • Gilmore
    • June 15, 2020

40. QSLOB? Less than 50 employees?

    By justanotheradmin, April 27, 2015
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • April 27, 2015

41. IRS Audit- Power of Attorney

    By coleboy, August 29, 2019
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • August 30, 2019

42. Is there a waiting period or not (for testing)?

    By Guest user99, May 22, 2012
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2012

43. Top Heavy Minimum

    By nancy, July 30, 2003
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

44. Forfeitures in Profit Sharing Plan

    By Guest Amy Harle, December 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 6, 2001

45. PPA 06 restatement effective date 2016 or 2017?

    By Pension Panda, January 7, 2016
    • 2 replies
    • 1.8k views
    • 
    • Pension Panda
    • January 8, 2016

46. Plan sequence number on rollover 401k

    By Kevin37, June 5, 2024
    • 5 replies
    • 1.8k views
    • 
    • truphao
    • June 5, 2024

47. Mandatory vs Optional under PPA

    By Guest gfeligonde, October 10, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 12, 2006

48. 1099's for Failed ADP Test - EE Paid Out

    By Rob P, December 4, 2009
    • 4 replies
    • 1.8k views
    • 
    • austin3515
    • December 7, 2009

49. employer match off by a few dollars over under. when to make up

    By Lori H, April 7, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 8, 2005

50. Partial Termination

    By Guest Kevin1, December 1, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2005