401(k) Plans

19,337 topics in this forum

1. Downloading daily trades

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

2. Safe Harbor Contribution to Selective HCEs

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

3. Covered Service Provider Disclosure

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

4. 1040 Extended But NOT the 1065

   By austin3515, May 17, 2007
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • May 18, 2007

5. Sole Proprietorships all adopting the plan?

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

6. VCP - plan never adopted

   By Guest sfatty, June 22, 2006
   • 3 replies
   • 1.7k views
   • 
   • Ron Snyder
   • June 23, 2006

7. Death Benefits

   By Guest Twinky, September 2, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 23, 2006

8. New Safe Harbor Rule

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

9. Family Attribution w/ Trust - Adult Son

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

10. In-Service Distrtibution

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

11. Evaluating a Plan for Tax Efficiency

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

12. Vesting in SIMPLE 401(k)?

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

13. 404(c) and invesment managers

    By k man, May 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • Jon Chambers
    • May 30, 2001

14. 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

15. Entity type in Document

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

16. 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

17. 414(s) Comp and ACP Testing

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

18. 401(k) SIMPLE WHERE PREVIOUS PLAN EXISTED

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

19. 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

20. Mandatory Contributions

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

21. 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

22. Compensation

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

23. S-Corp compensation

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

24. In-Service Distribution Amendment for Safe Harbor Plan

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

25. Compensation definition

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

26. Change in employee classification

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

27. Interim Valuations and Discrimination

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

28. Spouse of owner always HCE

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

29. Plan Mergers

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

30. Loans and leave of absence

    By pjb1835, October 26, 2017
    • 1 reply
    • 1.7k views
    • 
    • PAiPal
    • October 30, 2017

31. Plan Imposed Limit

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

32. 403(b) as "successor" to terminating 401(k) plan

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

33. Catch-up/415 Limit

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

34. Periodic Payment calculation -- Fixed Installment Amount

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

35. 410(b)-6f Failure

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

36. Vacation pay deferral

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

37. Can an individual without an EIN set up a plan?

    By AKconsult, December 26, 2018
    • 15 replies
    • 1.7k views
    • 
    • FPGuy
    • January 2, 2019

38. 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

39. 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

40. 401a plan termination notice

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

41. InServiceDistribution Verusu Pre-Retirement Distribution

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

42. 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

43. Language for investment option changes

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

44. Trust Identification Number

    By jala, December 8, 2008
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • December 9, 2008

45. Generic or Customized Enrollment Booklets

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

46. 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

47. 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

48. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH, October 12, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • October 13, 2004

49. Amending MPPP to 401(k)

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

50. Code 791

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