401(k) Plans

19,275 topics in this forum

1. Where to get ERISA Outline Book?

   By Guest Melissa Winslow, May 2, 2000
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • May 3, 2000

2. Prior year testing & no match in prior year...

   By Guest AlCal, February 11, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • February 11, 2002

3. MPP Merger/Termination

   By Guest Tara Curran, January 8, 2002
   • 4 replies
   • 1.6k views
   • 
   • KJohnson
   • January 8, 2002

4. Profit Sharing effective 01/10 with 401(k) provisions effective 08/01

   By Guest Alex Calin, July 5, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • July 5, 1999

5. Participant Loans 101

   By austin3515, September 25
   • 4 replies
   • 1.6k views
   • 
   • Bri
   • September 26

6. Top Heavy Calc: inactive employee - include?

   By TPApril, June 22, 2022
   • 12 replies
   • 1.6k views
   • 
   • FORMER ESQ.
   • June 27, 2022

7. LTPT YOS credits under age 21

   By pmacduff, October 3, 2023
   • 8 replies
   • 1.6k views
   • 
   • pmacduff
   • October 9, 2023

8. 401k beneficiary vs wife

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

9. BRF Testing

   By justatester, October 10, 2011
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • October 11, 2011

10. Why is there the three month rule for Safe Harbor Plans

    By Guest kijiba, September 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • September 22, 2004

11. New Company, New Plan, Special Participation Date

    By Zoey, September 5, 2018
    • 14 replies
    • 1.6k views
    • 
    • Zoey
    • September 12, 2018

12. Conduit IRA

    By Guest cascigm, September 13, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 1999

13. Dropping 401(k) safe harbor in mid-year

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

14. ACP Split Testing Method

    By Guest dsw713, June 2, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2009

15. Naming Private Foundation as Beneficiary of 401(k)

    By chris, July 6, 1999
    • 0 replies
    • 1.6k views
    • 
    • chris
    • July 6, 1999

16. Sole Proprietor 401K questions

    By Guest J Samuelson, July 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • July 30, 1999

17. Prohibited Transaction or Arms Length Transaction

    By Guest ellah, August 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • August 8, 2007

18. RMD 70 1/2 Start Date or Year

    By PainPA, December 8, 2016
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • December 9, 2016

19. I have a plan that in the document does not suspend 401(k) contributio

    By Hoard1, December 1, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • December 6, 1999

20. Two dc plans to get 25% deduction for employer?

    By Guest cascigm, August 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • August 2, 2000

21. "loan balance" when considering max amount

    By Brian Gallagher, April 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 7, 2003

22. Vesting and Protected Benefits Issues When Amending and Restating a Mo

    By Guest W J Parks, August 31, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2000

23. Safe Harbor Question

    By Archimage, August 26, 2003
    • 13 replies
    • 1.6k views
    • 
    • Archimage
    • August 28, 2003

24. which is corrected first - plan limit on deferrals or 402(g)?

    By Lynn Campbell, January 14, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 15, 2003

25. tax deduction on annual safe harbor match?

    By Lori H, March 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 25, 2008

26. Off plan year ADP testing

    By Guest KRS401k, March 4, 2010
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • March 5, 2010

27. Includible Comp

    By austin3515, March 26, 2008
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • March 31, 2008

28. Safe-harbor plan's pass on top-heavy testing

    By Guest Pat Metallic, May 1, 2002
    • 2 replies
    • 1.6k views
    • 
    • Fred Payne
    • May 4, 2002

29. 401(k) deferrals missed on a recent check

    By JKW, April 5, 2017
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • April 6, 2017

30. ADP and ACP Testing Option

    By Guest kmvr, February 8, 2006
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • February 8, 2006

31. mp cont required before 401k cont?

    By Guest billy bong, February 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • February 9, 1999

32. Deductibility of Contribution Made in Error

    By Dennis Povloski, January 18, 2018
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 20, 2018

33. Did definition of earned income change recently?

    By Spencer, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 1, 2000

34. Does a personal tax extension extend the 402(g) distribution date?

    By BG5150, July 11, 2019
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • July 15, 2019

35. ADP Failure and Match Contribution

    By Dazednconfused, February 23, 2010
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • February 23, 2010

36. "brief exclusion" of an eligible employee from a 401(k) plan

    By Guest MES, April 11, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 11, 2001

37. Deducting Contributions-Fiscal Year End

    By Guest ELS, September 21, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 21, 1999

38. Just took over a top-heavy plan, but no TH Employer contributions sinc

    By Hoard1, May 16, 2000
    • 5 replies
    • 1.6k views
    • 
    • imchipbrown
    • May 24, 2000

39. Maybe SH Notice

    By austin3515, November 13, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • November 13, 2008

40. 401(k) Safe Harbor Plan

    By Guest Scrappy, August 20, 2004
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2004

41. Late Deposits - DOL Safe Harbor

    By PensionPro, September 29, 2014
    • 5 replies
    • 1.6k views
    • 
    • 401K_AZ
    • October 3, 2014

42. Authorization to Withhold Catch-up

    By Gruegen, December 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • four01kman
    • December 17, 2002

43. In-service withdrawal

    By Guest KimAnn, October 23, 2001
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 23, 2001

44. PEO spin off plan - PEO and new plan Safe Harbor

    By cpc0506, March 22, 2019
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 22, 2019

45. 3% Non-Elective Contribution

    By Guest jkrad, April 25, 2005
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • April 25, 2005

46. 401(k) Hardship Distributions

    By Guest marykd, February 9, 2013   

    • 401(k)
    • hardship distribution
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 11, 2013

47. Safe Harbor & Peo

    By Guest ANNEBV, March 19, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 19, 2003

48. 401k refund due but total account rolled to IRA

    By alexa, March 21, 2006
    • 4 replies
    • 1.6k views
    • 
    • alexa
    • March 22, 2006

49. Effect on Rem Amend Period when amending prototype

    By Guest Ruth Glaser, October 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2001

50. Loan to plan terminee?

    By Guest Rachelw, July 23, 2007
    • 9 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 24, 2007