401(k) Plans

19,334 topics in this forum

1. Top Heavy?

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

2. Missed sending Disclosure

   By CLE401kGuy, January 7, 2019
   • 1 reply
   • 1.7k views
   • 
   • C. B. Zeller
   • January 8, 2019

3. Must the one-time election (Treas Reg. 1.401(k)-1(a)(3)(iv)) be available to all participants?

   By jkharvey, January 26, 2005
   • 2 replies
   • 1.7k views
   • 
   • jaemmons
   • January 28, 2005

4. Mandatory Contributions

   By Guest MDG, September 9, 2003
   • 9 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • September 10, 2003

5. In-Service Distrtibution

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

6. Entity type in Document

   By cpc0506, April 2, 2013
   • 7 replies
   • 1.7k views
   • 
   • Bird
   • April 4, 2013

7. Sole Proprietorships all adopting the plan?

   By jkharvey, April 2, 2013
   • 5 replies
   • 1.7k views
   • 
   • Kevin C
   • April 8, 2013

8. Can ADP QNEC correction exceed 402(g)?

   By Dalai Pookah, October 27, 2023
   • 14 replies
   • 1.7k views
   • 
   • Bri
   • October 30, 2023

9. USERRA and make-up deferrals

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

10. Can a 12 years old employee be a participant & make deferrals?

    By Guest Tammy2006, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • February 1, 2006

11. Change in employee classification

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

12. 414(s) Comp and ACP Testing

    By 12AX7, April 29, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2009

13. Spouse of owner always HCE

    By ombskid, April 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • April 11, 2010

14. 401(k) SIMPLE WHERE PREVIOUS PLAN EXISTED

    By Guest JB2, February 3, 1999
    • 4 replies
    • 1.7k views
    • 
    • LCARUSI
    • February 5, 1999

15. New Safe Harbor Rule

    By Alan Simpson, October 13, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

16. Plan Mergers

    By Guest MCarey1, June 4, 2002
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 12, 2002

17. Compensation

    By Guest mk2308, April 26, 2005
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • April 27, 2005

18. Family Attribution w/ Trust - Adult Son

    By jmartin, July 25, 2013
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • July 25, 2013

19. Roth Contribution/402(g) limit

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

20. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, November 3, 1998
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • November 5, 1998

21. S-Corp compensation

    By Guest mrtnak, December 28, 2005
    • 2 replies
    • 1.7k views
    • 
    • Lori Friedman
    • December 28, 2005

22. In-Service Distribution Amendment for Safe Harbor Plan

    By Vlad401k, August 12, 2015
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • August 20, 2015

23. 403(b) as "successor" to terminating 401(k) plan

    By Guest APierce, October 13, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 16, 2003

24. Interim Valuations and Discrimination

    By KJohnson, September 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 24, 2001

25. Catch-up/415 Limit

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

26. Periodic Payment calculation -- Fixed Installment Amount

    By Guest andmik, May 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 31, 2002

27. Any effect of a break-in-service for a 100% vested employee who remain

    By John A, December 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 6, 1999

28. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 3, 1998

29. Vacation pay deferral

    By Guest BJGrenier, September 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 15, 1999

30. Plan Imposed Limit

    By rlb64, October 11, 2005
    • 4 replies
    • 1.7k views
    • 
    • JanetM
    • October 12, 2005

31. RMD needs election form?

    By SSRRS, September 3, 2021
    • 11 replies
    • 1.7k views
    • 
    • SSRRS
    • September 10, 2021

32. 401a plan termination notice

    By Guest byoung, October 20, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 20, 2004

33. Compensation definition

    By Guest JM123, December 5, 2011
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • December 13, 2011

34. 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

35. Generic or Customized Enrollment Booklets

    By Gadgetfreak, July 1, 2009
    • 2 replies
    • 1.7k views
    • 
    • Gadgetfreak
    • July 1, 2009

36. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 1.7k views
    • 
    • Centerstage
    • July 17, 2019

37. What constitutes a separate division under the same desk rule?

    By Guest JWBrown, February 8, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2001

38. Quick eligibility for deferral, 1 year for safe harbor match - top heavy issue?

    By Tom, August 8, 2023
    • 6 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • August 9, 2023

39. 410(b)-6f Failure

    By Guest PORTE, January 15, 2002
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • January 16, 2002

40. Code 791

    By Guest LJWhite, November 16, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 16, 2001

41. Questions re: moving from SEP to solo 401(k)

    By UM1234, April 7, 2015
    • 3 replies
    • 1.7k views
    • 
    • UM1234
    • April 30, 2015

42. Best plan suggestion

    By Guest yukon, August 22, 2005
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • August 26, 2005

43. 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

44. Failure to Timely Adopt Proposed Amendments Per IRS Determination Letter

    By 401 Chaos, February 16, 2009
    • 0 replies
    • 1.7k views
    • 
    • 401 Chaos
    • February 16, 2009

45. Partnership 401(k) Plan

    By Guest Melissa Winslow, February 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 11, 2002

46. InServiceDistribution Verusu Pre-Retirement Distribution

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

47. Language for investment option changes

    By Guest Brad Brewer, January 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 13, 1999

48. Top-Heavy compensation when a union employee changes to non-union stat

    By John A, February 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • February 29, 2000

49. ASG and Safe Harbor 401(k)

    By Guest JPIngold, October 24, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2009

50. Amending MPPP to 401(k)

    By Guest CAM, March 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 1999