401(k) Plans

19,321 topics in this forum

1. Retired employee receives deferred compensation but has no hours of se

   By Guest billy bong, November 16, 1999
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • November 24, 1999

2. "loan balance" when considering max amount

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

3. What to do with old clearing account assets?

   By Guest smstls, February 19, 2005
   • 3 replies
   • 1.6k views
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   • Alf
   • February 24, 2005

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

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

5. Profit sharing plan vesting for departed employee?

   By Marsh, April 18, 2019
   • 8 replies
   • 1.6k views
   • 
   • Luke Bailey
   • April 22, 2019

6. top-heavy minimum to key employees

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

7. Investment Advisor Fees

   By Guest BenefitMgr, March 17, 2010
   • 4 replies
   • 1.6k views
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   • MSN
   • March 17, 2010

8. Form 945

   By Guest ANNEBV, January 10, 2002
   • 1 reply
   • 1.6k views
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   • pmacduff
   • January 10, 2002

9. 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

10. Multiple Employer Plan Spin-offs

    By Guest ACO1, June 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 16, 2010

11. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.6k views
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    • Mike Preston
    • June 27, 2016

12. Company that pays weekly wants to send census to me quarterly

    By Jim Chad, November 6, 2008
    • 15 replies
    • 1.6k views
    • 
    • cdavis25
    • November 13, 2008

13. Form 5500-C/R

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

14. Partnership 401(k)

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

15. SCP while under audit

    By jpod, January 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 12, 2007

16. SAR for welfare plan mostly self-insured

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

17. Forfeiture Reversion to Employer (sort of) ?

    By legort69, November 7, 2018
    • 8 replies
    • 1.6k views
    • 
    • ERISAAPPLE
    • November 9, 2018

18. Are successor plan rules different for stock deals and corporate merge

    By KJohnson, July 2, 1999
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • July 2, 1999

19. 415 limit for 2 DC Plans

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

20. 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

21. PPA Notice of Right to Defer/consequences

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

22. Safe Harbor ER Contribution

    By justatester, November 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • 401king
    • November 10, 2011

23. Notification for Capping HCEs

    By khn, December 9, 2016
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • December 12, 2016

24. How to code 1099 for ADP refund all Roth

    By Jim Chad, January 7, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2011

25. Timing of Top Heavy and Matching/Profit Sharing Contributions

    By MarZDoates, March 10, 2004
    • 0 replies
    • 1.6k views
    • 
    • MarZDoates
    • March 10, 2004

26. correcting erroneous deposits

    By EBDI, March 27, 2013
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • March 28, 2013

27. Breaks in service while still employed

    By Loves401(k), February 20, 2018
    • 7 replies
    • 1.6k views
    • 
    • CJ Allen
    • February 22, 2018

28. 401(k) Plans

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

29. Catch-Up Contributions and Plan Imposed Limits

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

30. QNEC's

    By Guest AJM 34, September 5, 2007
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 25, 2007

31. Switch from safe harbor matching plan to safe harbor 3%

    By Guest rdemyan, December 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2009

32. Asset Sale & Plan to Plan Transfer

    By Guest padmin, March 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • March 15, 2007

33. 401k: MAxing out pre-tax contributions and the effect on employeer con

    By Guest mowgie, June 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 3, 2001

34. 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

35. Definition of Compensation excludes bonuses

    By Guest tonjer, March 6, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 13, 2003

36. 401(k)/PS Product ideas for 15-30 ee's??

    By Guest Penny, January 21, 2000
    • 9 replies
    • 1.6k views
    • 
    • Jon Chambers
    • February 2, 2000

37. Prior year testing for 1st Year 401(k) Plan

    By Guest AdminFL, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2002

38. 401k plans

    By Guest mattsmalls, July 7, 2010
    • 8 replies
    • 1.6k views
    • 
    • masteff
    • July 15, 2010

39. GAC and Trust Agreement

    By KMG77, December 6, 2007
    • 0 replies
    • 1.6k views
    • 
    • KMG77
    • December 6, 2007

40. Safe Harbor Notice, client wants to stop the plan.

    By Guest JPAdmin, February 5, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2002

41. Forfeiture restoration

    By CO Bank, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

42. Signing Bonus / 401k

    By austin3515, October 2, 2015
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 2, 2015

43. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.6k views
    • 
    • Dan
    • June 12, 2020

44. Change in Allocation Formula

    By Guest amm19, November 6, 2002
    • 8 replies
    • 1.6k views
    • 
    • KJohnson
    • November 8, 2002

45. Safe Harbor Match - different entry dates

    By blue, July 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • ak2ary
    • July 13, 2005

46. ADP Failure and Match Contribution

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

47. Safe Harbor 3% Contribution?

    By Jilliandiz, January 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • January 11, 2005

48. Automatic Enrollment under PPA

    By PMC, October 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • SteveH
    • October 13, 2006

49. Re-entry into new 401(k)

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

50. Proof of Use?

    By Guest ProofNeeded, July 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 3, 2001