401(k) Plans

19,275 topics in this forum

1. Safe harbor 401(k) plan for only part of a controlled group?

   By John A, April 2, 2001
   • 0 replies
   • 1.6k views
   • 
   • John A
   • April 2, 2001

2. When does distribution occur?

   By DLavigne, March 17, 2016
   • 4 replies
   • 1.6k views
   • 
   • Peter Gulia
   • March 21, 2016

3. 401(k) and Union Plan

   By 52626, March 14, 2024
   • 3 replies
   • 1.6k views
   • 
   • 52626
   • March 21, 2024

4. Non-Standardized Safeharbor plan

   By Guest halencourt, September 5, 2001
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • September 5, 2001

5. HCEs and nondiscrimination test

   By Guest dhoetger, May 1, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 9, 2001

6. BRF Testing

   By Guest justatester2, July 8, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 24, 2009

7. Loan default

   By rlb64, January 28, 2005
   • 5 replies
   • 1.6k views
   • 
   • rlb64
   • January 29, 2005

8. HCE limits

   By ratherbereading, February 19, 2020
   • 19 replies
   • 1.6k views
   • 
   • shERPA
   • March 13, 2020

9. Company Acquisition Question

   By Guest amm19, April 3, 2002
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • April 4, 2002

10. FIDUCIARY ISSUES/PROH. TRANSACTION

    By Guest Lonnie Tomlin, November 15, 1999
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 9, 1999

11. Eligibility for 1/2 yaer and employer PS contribution.

    By Guest IPS, March 5, 2009
    • 15 replies
    • 1.6k views
    • 
    • BG5150
    • March 6, 2009

12. 401(k) plan from a company which was recently acquired

    By Guest DougE, April 30, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 30, 1999

13. New plan, service and age waived, what about 410(b)

    By John Feldt ERPA CPC QPA, October 14, 2009
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 14, 2009

14. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 31, 1998

15. Discretionary Match

    By justatester, April 9, 2010
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • April 13, 2010

16. Employee Refusing Employer Dollars

    By MjInvestments, May 1, 2017
    • 10 replies
    • 1.6k views
    • 
    • BG5150
    • May 2, 2017

17. Top Heavy Minimum for Safe Harbor Plan

    By Guest Asvedlow, April 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • April 23, 2002

18. How long is too long?

    By Guest KaroliHayes, December 22, 1998
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

19. Is Employee in the ADP test?

    By Lynn Campbell, March 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • March 17, 2000

20. RMD's...part II

    By Guest le190, March 18, 1999
    • 3 replies
    • 1.6k views
    • 
    • david shipp
    • March 18, 1999

21. self-employed er's opening 401(k)

    By Guest M.N. Ouellette, September 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2001

22. Safe Harbor Match & Top Heavy

    By BFree, May 2, 2002
    • 0 replies
    • 1.6k views
    • 
    • BFree
    • May 2, 2002

23. partial yr comp

    By Guest quinn the car fixer, June 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2004

24. ADP/ACP Test & Stopping Match Mid-year

    By Guest Bdocbrock, October 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • October 1, 2002

25. Banks charging fees to their own plan

    By Guest jsample, October 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • maverick
    • October 2, 2002

26. Real estate investment

    By Guest Quacka, December 10, 2008
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

27. Annual vs. Pay Period calculation of match

    By austin3515, October 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2002

28. Nonbenefits employees

    By austin3515, December 28, 2012
    • 13 replies
    • 1.6k views
    • 
    • QDROphile
    • January 7, 2013

29. Matching Contribution Calculation when plan failed ADP Test

    By Dan, March 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dan
    • March 5, 1999

30. Plan sponsor is 100% owned by an ESOP - who is a key employee?

    By Tom, March 16, 2023
    • 4 replies
    • 1.6k views
    • 
    • Nate S
    • March 20, 2023

31. Simple 401(k) plan ND Testing

    By Guest Sara H, April 30, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 3, 1999

32. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2002

33. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2002

34. Roth 401(k) Safe Harbor

    By Guest koolkidd, March 22, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2005

35. Installment Payments Upon Plan Termination

    By Anaahu, May 26, 2022
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • May 27, 2022

36. Controlled Group-Employed by 2 companies

    By Guest Laura Millwood, January 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • January 25, 1999

37. Deferred Compensation

    By austin3515, February 11, 2016
    • 16 replies
    • 1.6k views
    • 
    • jpod
    • February 12, 2016

38. Safe Harbor Match - Last Day Rule

    By Guest raleightpa, March 14, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 14, 2008

39. 1099R coded as premature, however it was not.

    By Guest Michael Anderson, March 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 5, 2004

40. IRA Distributions when born before 1936?

    By Guest chickbull, October 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 2008

41. Discretionary Match on Bonus Deferrals

    By Guest Troy S., August 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • mming
    • August 11, 2006

42. hardship suspensions & new 401(k) plan

    By Guest Barge Girl, July 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • July 22, 2002

43. Top heavy contributions for new EEs

    By Guest PAUL DUGAN, April 18, 2001
    • 4 replies
    • 1.6k views
    • 
    • Richard Anderson
    • April 19, 2001

44. Can ADP QNEC correction exceed 402(g)?

    By Dalai Pookah, October 27, 2023
    • 14 replies
    • 1.6k views
    • 
    • Bri
    • October 30, 2023

45. Yet Another Negative Election Question

    By card, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • card
    • August 29, 2001

46. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer, October 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • John A
    • October 17, 2000

47. Imputing Disparity in a Non-Cross Tested 401(k) Plan with 3% non-elect

    By Guest Dave Danziger, July 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 30, 2002

48. Investment Advisor Fees

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

49. Prohibited Transaction? Son as broker?

    By Dawn Hafner, June 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • June 30, 2000

50. SEC Audit

    By Guest Kim S., January 8, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • January 9, 2003