401(k) Plans

19,337 topics in this forum

1. 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

2. 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

3. 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

4. Amending MPPP to 401(k)

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

5. Code 791

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

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

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

7. Best plan suggestion

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

8. One employer with both 401k and 403b plans

   By dmb, February 24, 2014
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • February 27, 2014

9. After tax(not Roth) go against deferral limits?

   By Lori H, March 26, 2007
   • 6 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2007

10. Schedule P - and the point is?

    By Brenda Wren, October 13, 2005
    • 8 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 14, 2005

11. Another Change in Vesting Schedule Question

    By Guest aciepluch, October 24, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2006

12. Participant Statement Due Dates

    By Dazednconfused, June 30, 2009
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • July 1, 2009

13. Safe harbor true-up

    By Guest JBeck, March 4, 2004
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

14. ASG and Safe Harbor 401(k)

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

15. A 401(k) Plan covers only the employees of a subsidiary. The corporat

    By John A, March 19, 2001
    • 8 replies
    • 1.7k views
    • 
    • RCK
    • March 21, 2001

16. Plan or No Plan?

    By Guest CygnusX1, July 9, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2010

17. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • March 2, 2010

18. Safe Harbor 401(k) and Seasonal Employees

    By Guest Gibson, October 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • October 29, 2001

19. Who pays insurance premiums for policies in the plan?

    By Guest Theresa, January 24, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2001

20. Participant Loan Age Limit

    By austin3515, August 26, 2003
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • August 29, 2003

21. non-elective contribution allocation

    By Guest Mike Kimball, November 16, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 16, 1999

22. top heavy contribution in SH plan

    By betheeg, April 6, 2004
    • 6 replies
    • 1.7k views
    • 
    • R. Butler
    • April 8, 2004

23. Determination Letter Cycles

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 3, 2013

24. Cleint refuses to give us Sch. C

    By TPAVP, April 30, 2004
    • 7 replies
    • 1.7k views
    • 
    • TPAVP
    • May 4, 2004

25. Doc investing in real estate; appraisal/5500 question

    By jmartin, May 28, 2015
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 1, 2015

26. Individually Directed Accounts

    By Guest ptpnthr, December 15, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 16, 1999

27. Max Loan Amount

    By Guest good2brich, March 26, 2004
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 26, 2004

28. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 1.7k views
    • 
    • PamR
    • June 2, 2020

29. Failed coverage testing in super top heavy plan

    By Guest amybu99, September 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2002

30. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson, November 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 1, 2000

31. Bottom-up QNEC's & IRS Warning on Discriminatory Practices

    By Gruegen, November 22, 2004
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • November 23, 2004

32. Missed Roth Contributions

    By MjInvestments, December 11, 2017   

    • roth
    • 401(k)
    • (and 2 more)

      Tagged with:

      • roth
      • 401(k)
      • missed contributions
      • missed deferrals
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • December 12, 2017

33. Former employer sues over blackout period

    By Guest smmay, April 18, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 18, 2001

34. Another Safe Harbor Question

    By imchipbrown, April 12, 2000
    • 7 replies
    • 1.7k views
    • 
    • Alf
    • April 21, 2000

35. FBO Account Fee Disclosures

    By austin3515, June 3, 2014
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • June 3, 2014

36. Roth for citizens living abroad

    By Guest BED, January 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • JanetM
    • January 16, 2007

37. tiaa-cref and safe harbor

    By Lori H, March 24, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • March 24, 2006

38. Match formula that wants to be SH

    By AlbanyConsultant, March 23, 2011
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • March 23, 2011

39. Is he an HCE for the 1999 ADP test?

    By richard, July 12, 1999
    • 4 replies
    • 1.7k views
    • 
    • LCARUSI
    • July 14, 1999

40. Merger of 401(k) with ESOP

    By J. Bringhurst, July 30, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 30, 2003

41. Sample Spanish SOX Notice

    By Guest sweaterhead, December 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2003

42. Notice 2020-52

    By thepensionmaven, July 9, 2020
    • 9 replies
    • 1.7k views
    • 
    • Zoey
    • July 13, 2020

43. ex-pat after tax contribution

    By Guest padmin, September 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • September 10, 2005

44. Profit Sharing Plan for a S Corp.

    By KevinMc, July 17, 2012
    • 2 replies
    • 1.7k views
    • 
    • cpc0506
    • July 17, 2012

45. Paying Certain Plan Expenses from Individual Account Plans

    By Guest ANNEBV, March 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

46. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.7k views
    • 
    • G8Rs
    • January 7, 2020

47. Cap on matching contribution

    By Richard Anderson, September 4, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 8, 1999

48. 404c on 5500?

    By Guest jhilliard, July 16, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 17, 2003

49. ADP/ACP testing of otherwise excludable in plan document?

    By Guest Giovanni, July 20, 2004
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • July 22, 2004

50. Another severance pay ?

    By jaemmons, January 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • January 19, 2005