401(k) Plans

19,275 topics in this forum

1. Money Purchase Forfeitures in 401(k)

   By Guest SWH, January 27, 2005
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • January 27, 2005

2. Did the DOL Just Change Audit Requirement?

   By austin3515, February 28, 2023
   • 18 replies
   • 1.7k views
   • 
   • MoJo
   • March 2, 2023

3. Loan defaulted/deemed distributed as if terminated but still works PRN

   By Pammie57, May 11, 2020
   • 2 replies
   • 1.7k views
   • 
   • C. B. Zeller
   • May 11, 2020

4. ACAs, QACAs & EACAs

   By Tom Poje, September 8, 2009
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • September 30, 2009

5. New 402(g) Limits for Non-CY Plans

   By davef, June 21, 2001
   • 1 reply
   • 1.7k views
   • 
   • Bob R
   • June 22, 2001

6. Discretionary Match

   By Randy Watson, January 4, 2007
   • 5 replies
   • 1.7k views
   • 
   • JanetM
   • January 4, 2007

7. safe harbor notice

   By cpc0506, December 3, 2012
   • 3 replies
   • 1.7k views
   • 
   • Kevin C
   • December 3, 2012

8. brokerage windows

   By Scuba 401, June 5, 2017
   • 13 replies
   • 1.7k views
   • 
   • My 2 cents
   • June 5, 2017

9. Adopting provisions - EGTRRA

   By Guest mparker2028, December 6, 2005
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • December 6, 2005

10. start up company & start up plan

    By Earl, September 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • September 26, 2008

11. 401(k) plan providers

    By mbozek, April 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 3, 2002

12. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2007

13. Eliminate DB stuff from DC plan? I hope?

    By Guest SJPrince, September 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 29, 2000

14. 401(k) PSP deferral deposit question

    By doombuggy, June 8, 2011
    • 4 replies
    • 1.7k views
    • 
    • doombuggy
    • June 9, 2011

15. EGTRRA and off-calendar plan years

    By Guest T-BONE, August 14, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 16, 2001

16. Plan is effective 1/1/99 but deferrals don't commence until 12/1/99 -

    By Kathy, November 10, 1999
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • November 10, 1999

17. Off Calendar Catch-Ups - SOLUTION!

    By austin3515, June 6, 2008
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • June 16, 2008

18. No elective deferral suspension for non-hardship in-service distribution....Right?

    By ERISAatty, May 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • May 20, 2011

19. Plan Amendments

    By Guest AJM 34, September 11, 2007
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • September 14, 2007

20. Control Group Issue for Tax Exempt Organizations

    By David Olive, June 15, 2021
    • 10 replies
    • 1.7k views
    • 
    • David Olive
    • June 23, 2021

21. 401(k) as element of compensation package

    By Guest SandiiR, November 9, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 1998

22. one bad apple in a mep

    By TPApril, July 15, 2014
    • 1 reply
    • 1.7k views
    • 
    • MoJo
    • July 16, 2014

23. After-tax Contributions/ Rollover

    By Guest Laura Millwood, November 30, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 30, 1998

24. Loan

    By cdavis25, April 7, 2016
    • 11 replies
    • 1.7k views
    • 
    • 401_noob
    • April 12, 2016

25. Top Heavy Contribution Requirement

    By metsfan026, October 7, 2021
    • 6 replies
    • 1.7k views
    • 
    • BG5150
    • October 7, 2021

26. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 4 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • July 13, 2012

27. hardship, final regs and safe harbor contributions

    By Guest JBeck, January 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • January 20, 2005

28. Safe Harbor 401(k) and forfeitures

    By Guest wcoleman, May 21, 2003
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2003

29. Any advantages for a plan year different from employer tax year?

    By Guest Doug Johnston, May 26, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 7, 2002

30. 401(k) Plans with over 100 participants?

    By Guest Michael Anderson, February 10, 2005
    • 6 replies
    • 1.6k views
    • 
    • BeckyMiller
    • March 8, 2005

31. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.6k views
    • 
    • jquazza
    • February 6, 2004

32. ASPA Bound

    By Tom Poje, October 24, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2001

33. Independent Contractor - Prior Service

    By 52626, May 2, 2019
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 3, 2019

34. Allocation schedule vs. Payroll report

    By 401king, May 15, 2019
    • 4 replies
    • 1.6k views
    • 
    • 401king
    • May 16, 2019

35. Annual additions with a SEP and 401(k)

    By Guest Tara Curran, August 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 2, 2002

36. TOP Heavy Contributions

    By Guest DP in CA, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2006

37. What are my options for a 401k loan wrongly reported as defaulted

    By EM, January 2, 2020   

    • 401k loan
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 2, 2020

38. 401K Matching

    By Guest jtobin, November 17, 1998
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 1998

39. ADP Calculation

    By Guest Beavis, December 7, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 1998

40. Discretionary Match in Formula and Considered Deferrals

    By Dawn Hafner, September 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2002

41. What’s a reasonable salary for a six-year-old’s part-time work?

    By Peter Gulia, July 29, 2021
    • 17 replies
    • 1.6k views
    • 
    • Bird
    • August 2, 2021

42. Negative (passive) enrollment feedback

    By Brian Gallagher, February 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • RCK
    • February 22, 2003

43. Form 5500 Archive Link

    By Guest Robin Hopkins, June 28, 2000
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • June 30, 2000

44. ESOP top-off calculations / spreadsheets

    By Guest Amit, June 21, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 21, 2002

45. Deferrals not withheld

    By Bird, February 14, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • February 18, 2008

46. ERISA issues

    By fidu, August 26, 2002
    • 5 replies
    • 1.6k views
    • 
    • fidu
    • August 27, 2002

47. Distribution - spousal consent

    By Guest jimmybeau, April 15, 2008
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • April 15, 2008

48. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • May 23, 2020

49. Late Forms 1099R

    By CLKent23, April 3, 2018
    • 5 replies
    • 1.6k views
    • 
    • JamesK
    • April 6, 2018

50. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.6k views
    • 
    • sdix401k
    • June 15, 2012