401(k) Plans

19,321 topics in this forum

1. 404 Comp under EGTRRA

   By KJohnson, November 7, 2001
   • 2 replies
   • 1.7k views
   • 
   • KJohnson
   • November 7, 2001

2. Form 5500 Archive Link

   By Guest Robin Hopkins, June 28, 2000
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • June 30, 2000

3. ERISA issues

   By fidu, August 26, 2002
   • 5 replies
   • 1.7k views
   • 
   • fidu
   • August 27, 2002

4. ASPA Bound

   By Tom Poje, October 24, 2001
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • October 26, 2001

5. deferrals not being taken on "FFCRA sick" wages

   By AlbanyConsultant, May 13, 2020
   • 4 replies
   • 1.7k views
   • 
   • AlbanyConsultant
   • May 13, 2020

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

   By Guest SJPrince, July 7, 2000
   • 3 replies
   • 1.7k views
   • 
   • Dave Baker
   • July 13, 2000

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

   By alexa, March 20, 2002
   • 2 replies
   • 1.7k views
   • 
   • Archimage
   • March 21, 2002

8. Top Heavy

   By Guest Frank Jackson, March 31, 1999
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • March 31, 1999

9. Rollover of foreign pension money

   By cpc0506, August 1, 2013
   • 2 replies
   • 1.7k views
   • 
   • PensionPro
   • August 1, 2013

10. Controlled Group Document Issues

    By Guest Midas, April 8, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2005

11. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • sdix401k
    • June 15, 2012

12. Net Unrealized Appreciation following Acquisition

    By Jon Chambers, August 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • August 8, 2001

13. Distributions prior to plan termination approval

    By Guest ksumner, July 21, 1999
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • July 21, 1999

14. Deferrals not withheld

    By Bird, February 14, 2008
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 18, 2008

15. TOP Heavy Contributions

    By Guest DP in CA, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2006

16. Qualified Reservist Distribution apply to QNECs?

    By Trekker, August 26, 2009
    • 0 replies
    • 1.7k views
    • 
    • Trekker
    • August 26, 2009

17. Terminated Employee?

    By Archimage, January 22, 2003
    • 7 replies
    • 1.7k views
    • 
    • Archimage
    • January 23, 2003

18. Negative (passive) enrollment feedback

    By Brian Gallagher, February 21, 2003
    • 2 replies
    • 1.7k views
    • 
    • RCK
    • February 22, 2003

19. When is it better to make the 3% nonelective safe harbor contribution

    By chris, April 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 11, 2001

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

    By Guest Tara Curran, August 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 2, 2002

21. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • April 2, 2005

22. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.7k views
    • 
    • stephen
    • October 31, 2003

23. 401(k) participation for Brazilian citizen

    By Guest DDDlump, May 22, 2002
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 22, 2002

24. hardship, final regs and safe harbor contributions

    By Guest JBeck, January 20, 2005
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • January 20, 2005

25. Forfeiture Account for Terminating Plan

    By metsfan026, July 12, 2023
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 12, 2023

26. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 17, 2001

27. Cite for not being able to require 2 years for eligibility for safe-ha

    By John A, October 19, 2000
    • 3 replies
    • 1.7k views
    • 
    • Bill Berke
    • November 3, 2000

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

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.7k views
    • 
    • Alf
    • October 22, 2003

29. Distribution - spousal consent

    By Guest jimmybeau, April 15, 2008
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • April 15, 2008

30. Definition of Participant Directed Plan

    By Guest Agnes, July 21, 2010
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • July 21, 2010

31. Forfeitures to Offset Safe Harbor Contributions

    By Guest gaham, March 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • March 26, 2004

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

    By fiona1, November 9, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 9, 2004

33. Two Companies, Two PS Plans, Common Ownership

    By Guest ChopperPilot, March 16, 2004
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • March 18, 2004

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

    By KJohnson, January 12, 2001
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 15, 2001

35. Roth 401(k) and Brokerage Accounts

    By KateSmithPA, February 26, 2009
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • June 11, 2009

36. Mid-year safe harbor rules

    By Guest PJTEN, February 20, 2007
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 21, 2007

37. ADP refunds after the participant distributed.

    By Guest JennNew, February 26, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • February 27, 2003

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

    By Guest Don J. Smith, July 12, 2000
    • 3 replies
    • 1.7k views
    • 
    • lkpittman
    • August 23, 2000

39. Salary Continuation Considered for SH 3% Contribution?

    By chris, February 12, 2015
    • 2 replies
    • 1.7k views
    • 
    • chris
    • February 12, 2015

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

    By Guest Bob Lees, February 1, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 1, 2006

41. Prohibited Transactions

    By Guest Pippy, November 1, 2012
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • November 5, 2012

42. Election for Catch-Up Contribution

    By lkpittman, November 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 29, 2001

43. LTPT YOS credits under age 21

    By pmacduff, October 3, 2023
    • 8 replies
    • 1.7k views
    • 
    • pmacduff
    • October 9, 2023

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

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 12, 2003

45. 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
    • 1.7k views
    • 
    • Tom Poje
    • September 22, 2004

46. Direct Rollover 401k to IRA

    By PensionPrisoner, May 30, 2019
    • 5 replies
    • 1.7k views
    • 
    • PensionPrisoner
    • June 1, 2019

47. Transition period for 401(k) Plan

    By Guest Scrappy, June 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • June 30, 2004

48. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 1.7k views
    • 
    • Larry Starr
    • October 3, 2019

49. What does between 5 and 10 mean?

    By austin3515, February 17, 2015
    • 9 replies
    • 1.7k views
    • 
    • imchipbrown
    • March 16, 2015

50. 100% match coupled with a SH match

    By K-t-F, June 20, 2023
    • 12 replies
    • 1.7k views
    • 
    • Bird
    • June 26, 2023