401(k) Plans

19,275 topics in this forum

1. Is it clear that compensation under 404 includes compensation for the

   By John A, October 7, 1999
   • 1 reply
   • 1.6k views
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   • Guest
   • October 7, 1999

2. What fees can be paid from plan assets, and which fees can be absorbed

   By 2muchstress, September 6, 2002
   • 1 reply
   • 1.6k views
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   • KJohnson
   • September 6, 2002

3. Owner of 2 businesses, not control group... Simple and 401k in same year

   By K-t-F, July 30, 2004
   • 8 replies
   • 1.6k views
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   • K-t-F
   • August 4, 2004

4. Vesting question

   By FJR, May 25, 2004
   • 8 replies
   • 1.6k views
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   • david rigby
   • May 25, 2004

5. Looking for information on pros and cons of selecting a default fund for Plan

   By JanetM, February 16, 2005
   • 6 replies
   • 1.6k views
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   • JanetM
   • February 16, 2005

6. 8% Company Match- HCE Question

   By Guest ghenson08, December 12, 2013
   • 8 replies
   • 1.6k views
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   • rcline46
   • December 12, 2013

7. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

   By 401 Chaos, July 31, 2015
   • 4 replies
   • 1.6k views
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   • KED
   • July 31, 2015

8. Bottom-up QNEC

   By Guest PAL100759, August 28, 2001
   • 3 replies
   • 1.6k views
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   • MWeddell
   • August 30, 2001

9. Is this a safe-harbor match plan?

   By SoCalActuary, November 1, 2005
   • 5 replies
   • 1.6k views
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   • Tom Poje
   • November 1, 2005

10. IRS Notice 2000-3

    By Guest LKHartnett, November 4, 2002
    • 1 reply
    • 1.6k views
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    • MWeddell
    • November 5, 2002

11. An integrated plan; top heavy; and 401(a)(4)

    By Guest SJPrince, August 19, 2000
    • 1 reply
    • 1.6k views
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    • R. Butler
    • August 21, 2000

12. Separate Loan Policy

    By Guest Iwonder, March 12, 2010
    • 5 replies
    • 1.6k views
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    • BG5150
    • March 15, 2010

13. SH 401k & Coverage

    By Guest Pete Joachim, May 11, 2011
    • 5 replies
    • 1.6k views
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    • Guest
    • May 11, 2011

14. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.6k views
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    • rcline46
    • April 18, 2013

15. terminating a self administered 401k plan...

    By Guest Carl C, December 22, 2009
    • 1 reply
    • 1.6k views
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    • Bird
    • December 22, 2009

16. Closely held stock in 401(k) Plan Registration Requirements

    By Guest IRISH79, June 6, 2007
    • 1 reply
    • 1.6k views
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    • QDROphile
    • June 6, 2007

17. Quarterly statements: Electronic format only

    By Mr Bagwell, August 23, 2018
    • 9 replies
    • 1.6k views
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    • Patricia Neal Jensen
    • August 27, 2018

18. participant survey

    By Guest Chuck Herbik, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 3, 2002

19. Correction ADP with part QNEC/part refund

    By Lori Foresz, February 4, 2005
    • 1 reply
    • 1.6k views
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    • Archimage
    • February 4, 2005

20. 401k and creditors

    By Guest tonys, January 26, 2000
    • 1 reply
    • 1.6k views
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    • Guest
    • January 26, 2000

21. Does an annuity contract mean that a disqualified plan's investment income is zero?

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.6k views
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    • panther
    • June 21, 2010

22. 501c3 / 401k Plan

    By austin3515, January 4, 2015
    • 5 replies
    • 1.6k views
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    • austin3515
    • January 5, 2015

23. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.6k views
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    • WDIK
    • June 2, 2009

24. Training Videos

    By Guest Marcus, January 23, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • January 27, 1999

25. Safe harbor contribution in company stock

    By Guest skc, December 21, 2006
    • 2 replies
    • 1.6k views
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    • Trekker
    • December 28, 2006

26. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.6k views
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    • ccassetty
    • March 4, 2003

27. Selective use of last day requirement

    By Guest Dave Peckham, October 28, 2006
    • 1 reply
    • 1.6k views
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    • austin3515
    • October 28, 2006

28. Can plan apply forfeitures to fund QNECs required to pass ADP test?

    By Guest Cindy Lambert, October 25, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • October 25, 2000

29. hardship - purchase of a residence

    By Scuba 401, April 19, 2012
    • 6 replies
    • 1.6k views
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    • GMK
    • April 24, 2012

30. Participant had deferrals taken in error

    By Guest nynaeve, September 11, 2008
    • 5 replies
    • 1.6k views
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    • Bird
    • September 12, 2008

31. Deduction Limit For Aggregate Plans (dc And Db) Plans

    By Guest CAROLINE, March 12, 2002
    • 3 replies
    • 1.6k views
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    • Mike Preston
    • March 13, 2002

32. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
    • 0 replies
    • 1.6k views
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    • Jean
    • February 17, 2000

33. SIMPLE IRA termination and change in eligibilty

    By Guest lskin, September 2, 2005
    • 3 replies
    • 1.6k views
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    • Guest
    • September 7, 2005

34. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • May 25, 2004

35. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.6k views
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    • RatherBeGolfing
    • December 16, 2016

36. Retructuring & Terms w/ Breaks

    By austin3515, February 15, 2011
    • 19 replies
    • 1.6k views
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    • austin3515
    • February 17, 2011

37. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 1.6k views
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    • Gilmore
    • June 15, 2020

38. Who Signs Investment Policy Statement?

    By Guest Ms. Kate, May 10, 2010
    • 0 replies
    • 1.6k views
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    • Guest
    • May 10, 2010

39. Roth 401(k) and Brokerage Accounts

    By KateSmithPA, February 26, 2009
    • 3 replies
    • 1.6k views
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    • Appleby
    • June 11, 2009

40. Sample Irrevocalbe Election Out of Plan?

    By austin3515, December 23, 2009
    • 7 replies
    • 1.6k views
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    • austin3515
    • December 31, 2009

41. 401(b) transition period -- beginning date?

    By Guest Alley, December 4, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • December 4, 2001

42. Severance pay used in testing

    By Guest Peggy806, June 16, 2010
    • 2 replies
    • 1.6k views
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    • BG5150
    • June 18, 2010

43. deferrals from year end bonus

    By eilano, January 28, 2003
    • 5 replies
    • 1.6k views
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    • QDROphile
    • January 29, 2003

44. Excess Deferral after 4/15

    By fiona1, June 28, 2011
    • 2 replies
    • 1.6k views
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    • fiona1
    • June 28, 2011

45. 1999 ADP/ACP TESTING

    By Guest CGBS, January 20, 2000
    • 4 replies
    • 1.6k views
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    • MWeddell
    • January 21, 2000

46. Procedure for elective deferrals for leased employees?

    By John A, February 25, 2000
    • 0 replies
    • 1.6k views
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    • John A
    • February 25, 2000

47. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.6k views
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    • austin3515
    • January 22, 2015

48. QJSA removed from document

    By wsp, November 29, 2006
    • 5 replies
    • 1.6k views
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    • Kevin C
    • December 1, 2006

49. Merging two plans

    By Guest cconnell, December 16, 2005
    • 3 replies
    • 1.6k views
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    • david rigby
    • December 17, 2005

50. Anyone else going to the ASPA conference in Washington DC?

    By Guest, October 25, 2000
    • 2 replies
    • 1.6k views
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    • stephen
    • October 28, 2000