401(k) Plans

19,275 topics in this forum

1. Determining Former HCEs

   By Guest pdaniels, November 17, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 18, 1999

2. Loans

   By Guest chris4013, November 17, 2005
   • 3 replies
   • 1.7k views
   • 
   • E as in ERISA
   • November 17, 2005

3. Quarterly Match, Last Day of Quarter, and True-Up

   By Steve Waddo, January 28, 2015
   • 2 replies
   • 1.7k views
   • 
   • ESOP Guy
   • January 28, 2015

4. Over-Vested - Paid out too much Employer Match to Employee

   By KTB, June 27, 2014
   • 5 replies
   • 1.7k views
   • 
   • KTB
   • June 30, 2014

5. In-Service Distrtibution

   By Guest HD WILLIAMS, February 9, 1999
   • 9 replies
   • 1.7k views
   • 
   • Guest
   • March 23, 1999

6. Safe Harbor Contribution to Selective HCEs

   By Guest mcw, September 11, 2008
   • 6 replies
   • 1.7k views
   • 
   • buckaroo
   • September 16, 2008

7. Definition of Compensation

   By Guest JEP, March 25, 2002
   • 2 replies
   • 1.7k views
   • 
   • Mike Preston
   • March 26, 2002

8. USERRA and make-up deferrals

   By Guest karhu, February 8, 2002
   • 1 reply
   • 1.7k views
   • 
   • stephen
   • February 8, 2002

9. Plan design for hotel chain. Control group issues.

   By Guest tlrhodes, May 13, 1999
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • May 20, 1999

10. Change in employee classification

    By Guest Tara Curran, January 23, 2002
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • January 25, 2002

11. Communication requirements for participants

    By Guest rbellinger, February 27, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 27, 2002

12. current & prior year testing q

    By Earl, August 5, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2002

13. Earned income calculation when PLC members have separate expenses to a

    By Guest Diane DuFresne, April 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • April 21, 2001

14. Start a 401k plan

    By ombskid, November 5, 2013
    • 10 replies
    • 1.7k views
    • 
    • SwimmingInBowelsOfERISA
    • January 8, 2016

15. Distributions from a 401k with ER stock. (NUA).

    By Guest Denise Murphy, October 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 6, 1999

16. Status of IRS Determination Letters for Prototypes

    By Guest Mark Manning, October 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Wessex
    • October 6, 1999

17. Mistake or not?

    By Guest HJoseph, December 19, 2012
    • 8 replies
    • 1.7k views
    • 
    • shERPA
    • December 20, 2012

18. Plan continuation?

    By Guest Moira, June 7, 2006
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 2006

19. Automatic Rollover Regulations

    By Randy Watson, November 8, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 11, 2004

20. Covered Service Provider Disclosure

    By holdco, March 26, 2012
    • 11 replies
    • 1.7k views
    • 
    • holdco
    • March 26, 2012

21. after tax contributions

    By Guest lskin, June 21, 2006
    • 6 replies
    • 1.7k views
    • 
    • RTK
    • June 28, 2006

22. Limitation year is not calender year

    By FJR, April 12, 2002
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • April 12, 2002

23. Controlled Group - Participant balance transfer

    By sla, March 1, 2013
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 7, 2013

24. Vesting Schedules

    By Guest russo40, June 15, 1999
    • 2 replies
    • 1.7k views
    • 
    • M R Bernardin
    • June 16, 1999

25. Emloyed by two employers and two different plans in one year.

    By Guest asset management, February 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • February 11, 2000

26. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69, April 28, 2023
    • 3 replies
    • 1.7k views
    • 
    • Paul I
    • April 28, 2023

27. Announcement 2001-77

    By Guest Robin S. Vatalaro, July 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Bob R
    • July 7, 2001

28. Stock sale of plan participating in a MEP

    By Jen S, October 28, 2022
    • 6 replies
    • 1.7k views
    • 
    • Luke Bailey
    • November 4, 2022

29. "Retirement Plan" Box on Form W-2

    By Guest notapensiongeek, November 15, 2012
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • November 15, 2012

30. Evaluating a Plan for Tax Efficiency

    By austin3515, December 7, 2014
    • 12 replies
    • 1.7k views
    • 
    • austin3515
    • December 9, 2014

31. SECURE 2.0 Deduction for Roth employer contributions

    By Ian, January 27, 2023
    • 12 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • February 5, 2023

32. Top Heavy?

    By Guest TrustMe401k, February 21, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2002

33. LATE DEPOSITS OF EE MONEY AGAIN

    By Guest CGBS, February 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 9, 2001

34. Maximum 403B Contribution

    By Guest DebH, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 16, 2001

35. Custom and volume sumitter documents

    By Guest AP, March 7, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • March 8, 1999

36. Roth deferral percentages

    By Guest durktracy, October 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • jkdoll2
    • October 2, 2009

37. 401(k) / Control Group / combined testing?

    By Guest silversurfer550, February 7, 2014
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 7, 2014

38. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2009

39. Has anyone combined a 401(k) plan and a nonqualified "wrap-around

    By Guest, December 14, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2000

40. Charge Offs/Write Offs

    By Fredman, December 19, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002

41. Who Purchases ERISA Bond?

    By Guest BenefitsAnnie, July 17, 2013
    • 11 replies
    • 1.7k views
    • 
    • QDROphile
    • July 17, 2013

42. Termination For Embezzling Money + Profit Sharing

    By metsfan026, September 2, 2022
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • September 7, 2022

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

    By Pension Panda, March 21, 2017
    • 12 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 21, 2017

44. Opening a solo 401k after dissolving partnership

    By Guest slander1709, January 10, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 12, 2005

45. Roth Contribution/402(g) limit

    By britoski, August 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 5, 2011

46. safe harbor contributions

    By LIBERTYKID, April 11, 2002
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • April 11, 2002

47. InServiceDistribution Verusu Pre-Retirement Distribution

    By Guest DIGMYDOG, December 12, 2003
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • December 15, 2003

48. Hours of Service

    By Guest jefe96, May 9, 2005
    • 2 replies
    • 1.7k views
    • 
    • JDuns
    • May 9, 2005

49. Catch-up/415 Limit

    By Guest Giovanni, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 7, 2003

50. Too easy or too difficult?

    By Guest Emiman, November 11, 2005
    • 7 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 14, 2005