401(k) Plans

19,321 topics in this forum

1. Revenue Procedure 94-22

   By Guest ars, January 19, 2000
   • 4 replies
   • 1.6k views
   • 
   • Michael Devault
   • January 21, 2000

2. booster contributions?

   By Guest le190, July 13, 1999
   • 5 replies
   • 1.6k views
   • 
   • LCARUSI
   • July 14, 1999

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

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

4. Vesting question

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

5. SEP, Keogh and 401(k)...I need help quick!

   By Guest THess, January 28, 2005
   • 1 reply
   • 1.6k views
   • 
   • jevd
   • January 28, 2005

6. Sched C with negative comp

   By austin3515, February 10, 2014
   • 12 replies
   • 1.6k views
   • 
   • Belgarath
   • February 12, 2014

7. GUST certification

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

8. Is this a safe-harbor match plan?

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

9. Correction ADP with part QNEC/part refund

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

10. Professional Employer Organization

    By DLavigne, May 17, 2006
    • 4 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 17, 2006

11. SH 401k & Coverage

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

12. SIMPLE IRA termination and change in eligibilty

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

13. Indirect Compensation

    By Guest RD73, March 14, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2008

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

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

15. 8% Company Match- HCE Question

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

16. Compensation Testing

    By Guest phy401k, January 13, 2009
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

17. Transition Safe Harbor 401k to solo 401k?

    By jpdrews, June 16, 2023
    • 8 replies
    • 1.6k views
    • 
    • jpdrews
    • June 21, 2023

18. Increase your match, but fail to amend plan. What to do, what to do.

    By MR, September 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • actuarysmith
    • September 28, 2000

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

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

20. Catch-up contributions

    By k man, January 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • k man
    • January 9, 2002

21. Electronic Signature legislation

    By k man, October 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 2000

22. Taking 401(k) distribution for home purchase

    By Guest rpetrk, April 19, 2005
    • 7 replies
    • 1.6k views
    • 
    • R. Butler
    • April 25, 2005

23. DoL Advisory Opinion Fee

    By Guest SCHAEFM2, May 29, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2003

24. Severance pay used in testing

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

25. SECURE 2.0, Sec. 604 Employer contributions as Roth

    By justanotheradmin, January 10, 2023
    • 12 replies
    • 1.6k views
    • 
    • justanotheradmin
    • January 12, 2023

26. Leased employees - recognizing service

    By Guest Kelly Igel, May 15, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

27. Timing of 401(k) deposits

    By Guest Tim Brown, September 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 22, 2000

28. Retructuring & Terms w/ Breaks

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

29. Inalienability of Benefits

    By Guest Kriso, April 30, 2003
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2003

30. 401k and creditors

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

31. hardship availability; do diversification and other inservice withdrawals affect hardship availability?

    By Guest pamplatt, November 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • November 3, 2005

32. 10% Contribution % for QACA

    By Flyboyjohn, April 21, 2015
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 22, 2015

33. IRS Notice 2000-3

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

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

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

35. Top Heavy 401(k)

    By Guest Tim Brown, September 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 2000

36. Fixed Match-Amendment to remove

    By justatester, September 3, 2020
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • September 9, 2020

37. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.6k views
    • 
    • PMC
    • May 13, 2009

38. deferrals from year end bonus

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

39. What is the typical 401(k) match in a small software company?

    By Guest Judy BrownWescott, March 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • LCARUSI
    • March 23, 1999

40. Excluding CU's from ACP Safe Harbor Match

    By austin3515, November 6, 2015
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • November 8, 2015

41. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

42. participant survey

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

43. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.6k views
    • 
    • mattmc82
    • June 1, 2020

44. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • D Lewis
    • April 2, 2012

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

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

46. QJSA removed from document

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

47. true-up for match that changed mid-year

    By Guest cxs, January 13, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2005

48. Bottom-up QNEC

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

49. Training Videos

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

50. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • July 12, 2019