401(k) Plans

19,275 topics in this forum

1. SECOND REQUEST - are there any comparable provisions under ERISA AND T

   By fidu, January 17, 2002
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • January 22, 2002

2. Straight Percent corrective QNEC question

   By fiona1, November 17, 2003
   • 1 reply
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • November 17, 2003

3. Need a good Plan document!

   By Guest FREE401k, May 10, 2001
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • May 10, 2001

4. Notice 2000-3--official version

   By JWK, January 11, 2000
   • 0 replies
   • 1.6k views
   • 
   • JWK
   • January 11, 2000

5. 401(k) safe harbor -- Spin off

   By Jean, June 4, 2001
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • June 4, 2001

6. 10% early withdrawal penalty for selling all or part of the company co

   By Guest eugenew, November 20, 2001
   • 3 replies
   • 1.6k views
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   • david rigby
   • November 21, 2001

7. Is this an ASG?

   By goldtpa, November 20, 2003
   • 7 replies
   • 1.6k views
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   • mbozek
   • November 21, 2003

8. Profit sharing plan vesting for departed employee?

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

9. Sale of Employer Stock

   By Randy Watson, April 13, 2005
   • 9 replies
   • 1.6k views
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   • Kirk Maldonado
   • April 20, 2005

10. Responsibility of new TPA for error by prior TPA

    By Guest W J Parks, June 8, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 9, 2000

11. Treatment of deferrals after amendment excluding cammisioned employees

    By Guest Alex Calin, March 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 19, 1999

12. 401k Catch Up

    By CLE401kGuy, June 4, 2012
    • 5 replies
    • 1.6k views
    • 
    • CLE401kGuy
    • June 5, 2012

13. 415(c) limit compensation

    By Guest EBC, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Medusa
    • August 2, 2001

14. Pooled 401k Accounts

    By JMP, February 19, 2021
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • February 19, 2021

15. Safe Harbor Deferral Election change/notice

    By Guest Peggy806, November 8, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 9, 2010

16. Excess contributions not returned timely

    By blue, April 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2006

17. SH Notice Delivery

    By austin3515, November 9, 2004
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • November 9, 2004

18. Adding 401(k)/Safe Harbor provisions

    By Guest perplexedbypensions, August 23, 2006
    • 1 reply
    • 1.6k views
    • 
    • commishvp
    • August 23, 2006

19. Contirbution Limits-Fiscal v Calendar year

    By Guest rmse46, November 13, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

20. Judgment a reported tax event

    By Guest RD73, June 22, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 22, 2007

21. Timing of Profit Sharing

    By Guest Juice, May 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • Dan
    • May 27, 1999

22. Expand SH 401(k) to related entities during year?

    By shERPA, April 16, 2014
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 17, 2014

23. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150, May 7, 2024
    • 13 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • May 13, 2024

24. Automatic Enrollment

    By Guest Jose Rosario, July 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 31, 2001

25. "Of Counsel"

    By SMB, March 18, 2003
    • 4 replies
    • 1.6k views
    • 
    • goldtpa
    • March 19, 2003

26. Help calculating contributions for LLC members

    By Guest schmpat, January 22, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 23, 2004

27. Using Prior Year NHCE ADP

    By Guest Jason Wioskowski, December 7, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

28. NESE for partners

    By Guest notapensiongeek, August 21, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2008

29. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2003

30. Stopping Elective Deferrals

    By Guest philc, May 12, 2005
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 13, 2005

31. Different Vesting and Benefits Rights & Features Testing

    By RRB, July 25, 2011
    • 0 replies
    • 1.6k views
    • 
    • RRB
    • July 25, 2011

32. Safe Harbor Conflict

    By Guest kkcfp, August 6, 2010
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • August 6, 2010

33. Which Plan Year

    By justatester, August 20, 2012
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • August 23, 2012

34. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2, August 2, 2000
    • 0 replies
    • 1.6k views
    • 
    • rocknrolls2
    • August 2, 2000

35. Prior year ADP and Current year ACP

    By Guest EBC, December 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 21, 1999

36. Removing Life Insurance

    By Guest anne1, March 21, 2007
    • 1 reply
    • 1.6k views
    • 
    • Locust
    • March 22, 2007

37. Sole Proprietor Incorporates

    By Guest amm19, July 18, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2003

38. Military salary continuation payments

    By AKconsult, January 17, 2012
    • 0 replies
    • 1.6k views
    • 
    • AKconsult
    • January 17, 2012

39. Forfeitures before ACP or after ACP

    By Purplemandinga, August 27, 2019
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • August 28, 2019

40. Severance From Employment Question

    By Guest Grumpy456, January 22, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2007

41. Safe Harbor 401(k) for Calendar Year 1999

    By Guest J Samuelson, February 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 21, 1999

42. Rollover Issue

    By Guest meeh3704, September 30, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 30, 2008

43. 402 (g) limit question

    By Guest Enda80, September 30, 2009
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • September 30, 2009

44. Distribution to Resident Alien

    By Guest abajeb, May 2, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 2, 2006

45. Control Group

    By Guest ubpMR, June 4, 2002
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • June 4, 2002

46. What limits need to be pro rata for our 401(k) plan's first, short plan year?

    By Guest lilnemo, September 11, 2003
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2003

47. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert, December 8, 2017   

    • discretionary
    • forfeiture
    • 5 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • January 16, 2021

48. Is there a problem where the trustee owns employer stock when it is al

    By Guest lawdawg, March 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 24, 2001

49. 10500 LIMIT WHEN FISCAL YR & CALENDAR YR DIFFERENT

    By Guest THOMAS TIERNEY, February 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 2, 2001

50. Coverage/Non-discrim for Semi-Annual Match Allocation

    By Guest Monika Zimmer, March 30, 2007
    • 2 replies
    • 1.6k views
    • 
    • ak2ary
    • April 3, 2007