401(k) Plans

19,275 topics in this forum

1. Inherited 401(K)

   By Guest KevSId, February 4, 2005
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • February 4, 2005

2. Safe Harbor Match & Catch Up Calculation for off calendar plan

   By Guest Bob Lees, February 1, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 1, 2006

3. Election for Catch-Up Contribution

   By lkpittman, November 28, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 29, 2001

4. Qualified Reservist Distribution apply to QNECs?

   By Trekker, August 26, 2009
   • 0 replies
   • 1.6k views
   • 
   • Trekker
   • August 26, 2009

5. Matching Contribution

   By Stash026, January 11, 2018
   • 7 replies
   • 1.6k views
   • 
   • Luke Bailey
   • January 11, 2018

6. Profit Share Contribution

   By coleboy, January 12, 2018
   • 7 replies
   • 1.6k views
   • 
   • coleboy
   • January 12, 2018

7. off calendar year

   By FJR, November 18, 2004
   • 4 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • November 18, 2004

8. Max deferral

   By alexa, December 11, 2008
   • 4 replies
   • 1.6k views
   • 
   • alexa
   • December 12, 2008

9. New comparabilty Top Heavy safe harbor 401(k)...

   By Lori H, December 4, 2017
   • 2 replies
   • 1.6k views
   • 
   • C. B. Zeller
   • December 4, 2017

10. Can a plan allow a matching contribution that's greater than 100% of t

    By Guest SJPrince, July 7, 2000
    • 3 replies
    • 1.6k views
    • 
    • Dave Baker
    • July 13, 2000

11. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 12, 2003

12. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • April 2, 2005

13. Top Heavy

    By Guest Frank Jackson, March 31, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 31, 1999

14. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.6k views
    • 
    • stephen
    • October 31, 2003

15. Definition of Participant Directed Plan

    By Guest Agnes, July 21, 2010
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • July 21, 2010

16. Does a one person 401(k) Plan have to receive and submit a SPD?

    By Guest Michael Anderson, December 2, 2004
    • 2 replies
    • 1.6k views
    • 
    • No Name
    • December 3, 2004

17. Net Unrealized Appreciation following Acquisition

    By Jon Chambers, August 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • August 8, 2001

18. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant, November 1, 2023
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 8, 2023

19. Two Companies, Two PS Plans, Common Ownership

    By Guest ChopperPilot, March 16, 2004
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • March 18, 2004

20. Terminated Employee?

    By Archimage, January 22, 2003
    • 7 replies
    • 1.6k views
    • 
    • Archimage
    • January 23, 2003

21. Solo 401(k) plan "administration."

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • October 22, 2003

22. ACP - Using Prior Year Testing when Current Year Discretionary Match P

    By Guest cleto, March 22, 2002
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • October 10, 2002

23. Accountant's audit needed? Brother-sister group of more than 100 emplo

    By Guest Don J. Smith, July 12, 2000
    • 3 replies
    • 1.6k views
    • 
    • lkpittman
    • August 23, 2000

24. Combined Testing for 410(b) and ADP/ACP

    By Guest Chaffee, October 4, 2004
    • 1 reply
    • 1.6k views
    • 
    • jquazza
    • October 5, 2004

25. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 1999

26. 401k Participant Loan repayments greater than the loan schedule.

    By ScottCPFA, April 4
    • 4 replies
    • 1.6k views
    • 
    • ScottCPFA
    • April 14

27. Self-Employed Match Calculation Question

    By Laura Harrington, March 5, 2012
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • March 6, 2012

28. Distributions prior to plan termination approval

    By Guest ksumner, July 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • lkpittman
    • July 21, 1999

29. Mid-year safe harbor rules

    By Guest PJTEN, February 20, 2007
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 21, 2007

30. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2006

31. safe harbor plan start-up and 3-month rule

    By Tom, July 2, 2018
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • July 2, 2018

32. SCP - Past 2 year period. What now?

    By fiona1, November 9, 2004
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • November 9, 2004

33. Improving Overall Knowledge

    By Guest MikeAIGFA, January 30, 2008
    • 6 replies
    • 1.6k views
    • 
    • jevd
    • January 30, 2008

34. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

35. Roth 401(k) protected from creditors?

    By Santo Gold, April 4, 2007
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • April 4, 2007

36. Safe Harbor Match

    By Gilmore, December 16, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gilmore
    • December 17, 2002

37. Using a 401(k) Plan to Finance Franchise Business

    By 401 Chaos, April 14, 2008
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • April 14, 2008

38. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements?

    By Guest Robin S. Vatalaro, September 21, 2004
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 22, 2004

39. Statement of Plan Compliance for vendor to sign off on each quarter

    By alexa, March 20, 2002
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • March 21, 2002

40. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

    By Guest PenGuy, December 8, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 18, 2003

41. Forfeitures to Offset Safe Harbor Contributions

    By Guest gaham, March 26, 2004
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • March 26, 2004

42. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • October 12, 2020

43. Question on "old rule" restructuring + current year/prior ye

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • January 15, 2001

44. Successor Plan for Distribution Limits

    By Guest rcm, January 30, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 3, 1999

45. matching contributions

    By k man, November 8, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2001

46. Plan Termination - Short Plan Year

    By Vlad401k, October 16, 2017
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 16, 2017

47. Maximum PS Contribution under Two Plans

    By DP, May 23, 2011
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • May 23, 2011

48. Safe Harbor Plan With After Tax

    By Guest mkelly, March 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 6, 2002

49. GUST certification

    By Guest dudehead, March 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 8, 2002

50. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002