401(k) Plans

19,275 topics in this forum

1. Company Stock inside a 401(k)

   By Guest boetgerinc, October 8, 1999
   • 1 reply
   • 1.6k views
   • 
   • Kirk Maldonado
   • October 8, 1999

2. Schedule A vs. Schedule C: TPA Compensation

   By ldr, November 12, 2018   

   • 5500
   • revenue sharing
   • (and 1 more)

     Tagged with:

     • 5500
     • revenue sharing
     • tpa fees
   • 4 replies
   • 1.6k views
   • 
   • ldr
   • November 13, 2018

3. New Governmental 401(k) (Yes, it's true . . . )

   By lkpittman, September 24, 2001
   • 3 replies
   • 1.6k views
   • 
   • davef
   • September 27, 2001

4. 401(k)Billing Software

   By Guest TAM, January 19, 1999
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • January 20, 1999

5. odd match formula failing BRF?

   By AlbanyConsultant, August 25, 2015
   • 6 replies
   • 1.6k views
   • 
   • Tom Poje
   • September 9, 2015

6. Replacement Plan

   By Gary, March 7, 2008
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 8, 2008

7. Form 5330

   By Guest MEGary, February 26, 2002
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • February 27, 2002

8. safe harbor 401k with almost no eligibility requirements

   By Santo Gold, June 13, 2005
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • June 13, 2005

9. How much can be taken out as a hardship distribution, after a particip

   By Richard Anderson, July 4, 2000
   • 5 replies
   • 1.6k views
   • 
   • MWeddell
   • July 10, 2000

10. Information for plan sponsors

    By Guest ndgal, December 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • January 2, 2001

11. Maximum benefit at minimum salary

    By Guest Ed Walker, October 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 5, 2002

12. Can a Trust Sponsor a 401(k) Plan?

    By tbp, July 16, 2015
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 17, 2015

13. Eligibile to Participate, but no Allocation

    By JRG, June 24, 2011
    • 8 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

14. Union participants after the plan is changed to exclude union employees

    By AlbanyConsultant, July 9, 2018
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • July 11, 2018

15. Timing of contribution submissions

    By Guest LSULLIVAN, June 17, 2008
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 18, 2008

16. Loans and Plan Termination

    By Guest cgeslak, April 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 19, 2007

17. Qualified CODA...

    By Guest EPS2, November 5, 2008
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2008

18. Loan Fees

    By Guest LBH, August 30, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 1999

19. 1099-R's

    By austin3515, January 28, 2006
    • 3 replies
    • 1.6k views
    • 
    • Lori Friedman
    • January 30, 2006

20. Need list of new rules applicable to 401(k) plans in 2002

    By Guest pentex, October 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • October 12, 2001

21. Payroll periods crossing over plan years - what to include in each yea

    By John A, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 12, 2002

22. Can you deduct the losses on your return for losses incurred for distr

    By Guest J. BEARB, February 22, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2002

23. top-heavy minimum to key employees

    By Guest ERIC STRAND, January 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 22, 2003

24. Vesting Changes

    By justatester, October 20, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • February 15, 2010

25. ACP Test

    By Guest AJR, January 8, 2003
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • January 10, 2003

26. Vesting issues...

    By Guest RONNIE WASEL, November 18, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2002

27. DATAIR 401(k) ADP Test Result

    By Guest ChopperPilot, March 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

28. 401(k) Plans

    By Guest Karenm, August 29, 2007
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 30, 2007

29. First Match ACP testing requirements

    By Stevo-PDX, November 17, 2005
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • November 18, 2005

30. Top Heavy Contribution -Frozen Plan

    By Guest UKH, June 27, 2002
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • June 27, 2002

31. ADP testing requirement for merging plans.

    By Dan, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • June 28, 2004

32. Form 5500-C/R

    By Guest Theresa, October 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 1999

33. SAR for welfare plan mostly self-insured

    By Guest Dolores, September 23, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 2007

34. Should a terminated participant terminated before changing vesting sch

    By Guest Rob Morgan, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 23, 1999

35. 415 limit for 2 DC Plans

    By KJohnson, November 16, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 16, 1999

36. PPA Notice of Right to Defer/consequences

    By Guest IRISH79, November 30, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2006

37. Post yr end Bonus deferral and 3% safe Harbor

    By Guest Ed Walker, February 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • chris
    • February 2, 2002

38. Safe Harbor Matching Contribution Forula Question

    By Guest Gibson, March 22, 2001
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • March 23, 2001

39. Auto-Revocation Clause in Plan if Later Divorce Spouse Enforceable

    By Charles, June 6, 2019
    • 4 replies
    • 1.6k views
    • 
    • Charles
    • October 9, 2019

40. Re-entry into new 401(k)

    By Guest amybu99, November 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • E as in ERISA
    • December 2, 2005

41. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question.

    By Guest smhjr, October 15, 2004
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • October 21, 2004

42. Partnership 401(k)

    By jkharvey, March 30, 2001
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 31, 2001

43. Catch-Up Contributions and Plan Imposed Limits

    By Guest Paul Hinderegger, March 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • March 15, 2002

44. SHNE failed ACP Test

    By pixmax, January 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • January 31, 2009

45. Which guidance rules when the April 15 deadline if missed for refundin

    By John A, December 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • December 4, 1999

46. Last year for selecting Current Year/Prior Year Testing

    By Guest AdminFL, February 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 1, 2002

47. Can a plan document be changed to allow the deferral of a bonus with n

    By Guest Sara H, February 26, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 1999

48. Employee rehired after plan started

    By 401king, July 31, 2013
    • 6 replies
    • 1.6k views
    • 
    • 12AX7
    • August 1, 2013

49. PRE-ERISA LIMITATIONS ON SALARY DEFERRALS

    By Guest JennaJones, October 29, 2003
    • 9 replies
    • 1.6k views
    • 
    • TCWalker
    • October 30, 2003

50. Plan termination and IRS 5310 filing

    By 30Rock, March 10, 2011
    • 3 replies
    • 1.6k views
    • 
    • 30Rock
    • March 11, 2011