401(k) Plans

19,321 topics in this forum

1. Closed MEP Safe Harbor spinning off assets after 10/1

   By gdlfa, September 25, 2019
   • 5 replies
   • 1.6k views
   • 
   • Larry Starr
   • September 27, 2019

2. My company has a 401k plan, our new owner (a corp) does not have or wa

   By Guest e bercot, January 20, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 20, 2000

3. 401k strain

   By Guest PJS, August 30, 2001
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • August 30, 2001

4. 404(c); Plan Audits

   By Guest ANNEBV, December 15, 1998
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 18, 1998

5. J&S distribution/spousal consent

   By k man, May 25, 2000
   • 0 replies
   • 1.6k views
   • 
   • k man
   • May 25, 2000

6. Eligibility Issue

   By Guest padmin, October 2, 2006
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • October 2, 2006

7. One Page Summary

   By K-t-F, June 23, 2004
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • June 24, 2004

8. 1099R and Code P

   By Guest dave1957, February 24, 2007
   • 4 replies
   • 1.6k views
   • 
   • Disco Stu
   • February 26, 2007

9. 401(a)...what is it?

   By Guest bouncingsoul, October 6, 2005
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • October 8, 2005

10. Self Employed Deduction of Contributions

    By austin3515, April 23, 2012
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • April 24, 2012

11. 404 Deduction Limit

    By Guest JB2, December 1, 1998
    • 1 reply
    • 1.6k views
    • 
    • Chester
    • December 1, 1998

12. Employee wants to terminate service to avoid loan repayment

    By katie58, October 15, 2011
    • 6 replies
    • 1.6k views
    • 
    • katie58
    • October 18, 2011

13. sale of assets of corporation

    By k man, August 9, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • August 9, 2000

14. Company Stock Purchase (and 401k plan)

    By Guest PAINPA, May 4, 2005
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • May 9, 2005

15. 402(g) Excess Gap Period Loss

    By Guest mac_qka, April 1, 2008
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • April 2, 2008

16. 404a5 and brokerage accounts...

    By CLE401kGuy, July 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2012

17. What wording or code references must be in a Plan Document permitting

    By MR, December 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 7, 2000

18. Top Heavy plan with Safe Harbor Match and New Comparability Profit Sharing

    By AS TPA, April 3, 2019
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 4, 2019

19. Schedule A Regs

    By Guest TORTORA, November 13, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 13, 1998

20. Top paid group election and union employees

    By Earl, May 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2004

21. Dollar Limits for EB Plans

    By Guest RJM, September 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 5, 2000

22. Statistics on ADP Testing and Compliance

    By Guest kp, December 15, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 15, 1998

23. Automatic Escalation

    By Guest Lori Dillingham, February 29, 2008
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2008

24. Plan Termination

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 10, 2005

25. Plan terminations using plan assets?

    By Cathy from Chicago, October 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • October 3, 2000

26. Multiple Use Failure

    By Guest CCarter, February 28, 2002
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 4, 2002

27. Using 3% NHCE ADP for first year of plan

    By maverick, June 16, 2003
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 17, 2003

28. Allocation of Plan Expenses

    By Guest KEK, June 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • June 24, 2002

29. When are Participant Statements due?

    By Hoard1, June 2, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • June 4, 1999

30. LLC / S Corp and the new PTET tax payment

    By DDB BN, January 11, 2022
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • January 14, 2022

31. Bussiness Hardship & safe harbor contribution

    By blue, July 2, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2009

32. Settlement Compensation

    By Guest Golden K, October 23, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • October 23, 2009

33. VFCP Notice to Interested Persons

    By ERISA11, August 9, 2016   

    • VFCP
    • Notice to Interested Persons
    • (and 5 more)

      Tagged with:

      • VFCP
      • Notice to Interested Persons
      • Interested Parties
      • Notice to Interested Parties
      • Interested Persons
      • Notice
      • VFCP Notice
    • 2 replies
    • 1.6k views
    • 
    • ERISA11
    • August 9, 2016

34. How to record Plan Net Credits on Form 5500SF

    By pam@bbm, April 6, 2021
    • 6 replies
    • 1.6k views
    • 
    • Peter Gulia
    • April 7, 2021

35. 401k beneficiary vs wife

    By BonJo, July 5, 2018
    • 11 replies
    • 1.6k views
    • 
    • Bird
    • July 11, 2018

36. Safe Harbor 401(k)w/ additional Match

    By Guest RMassa, May 11, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 1999

37. 5/1-4/30 plan year with 7/1 & 1/1 entry dates

    By R. Butler, April 29, 2003
    • 10 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 1, 2003

38. Veba

    By fidu, June 13, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • June 13, 2002

39. New 2002 Vesting schedule

    By Guest Michael Anderson, January 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

40. plan loans for family members

    By Guest sheadan, March 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2001

41. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2000

42. New provision for(k)s for 1999

    By Guest ROUSE, January 6, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • January 7, 1999

43. QPSA notice requirement satisfied via SPD?

    By Guest Pennysaver, March 21, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2011

44. Defining Key Employees in 2002

    By Guest GMedley, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • November 7, 2001

45. Calendar year plan terminating as of 9/30/2003; has a last-day-of-the-plan-year employment requirement for allocations; top-heavy minimum contribution required?

    By Guest StoneWalk, September 25, 2003
    • 9 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 30, 2003

46. Take over plan & mapping

    By blue, May 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • blue
    • May 7, 2008

47. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 19, 2002

48. Determining Highly Compensated Employee

    By Stash026, March 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • March 31, 2015

49. missed match on lost salary deferral opportunity

    By cpc0506, September 21, 2015
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • October 5, 2015

50. Compensation

    By Nassau, February 19, 2014
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2014