401(k) Plans

19,321 topics in this forum

1. First Year Safe Harbor 401(k)

   By Guest KB, September 14, 2001
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • September 17, 2001

2. Employer Out of Business

   By khn, April 15, 2020
   • 5 replies
   • 1.6k views
   • 
   • Linda Wilkins
   • April 17, 2020

3. HCE compensation clarity request...

   By Beltane, February 21, 2013
   • 3 replies
   • 1.6k views
   • 
   • movedon
   • February 22, 2013

4. Catch up contributions and separate lines of business

   By Guest kbs, November 2, 2001
   • 1 reply
   • 1.6k views
   • 
   • MGB
   • November 2, 2001

5. Rollover/conversion to Roth 401K?

   By Guest tschotland, July 24, 2008
   • 3 replies
   • 1.6k views
   • 
   • masteff
   • July 25, 2008

6. Definition of Actively Employed...

   By Stash026, April 25, 2019
   • 2 replies
   • 1.6k views
   • 
   • Luke Bailey
   • April 26, 2019

7. Excess Deferrals and 401(a)(4)

   By Guest Vreez, July 8, 2004
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 8, 2004

8. Reimbursement of plan expenses

   By Guest cascigm, February 21, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 21, 2000

9. Deadlines for new plans (2022)

   By 401kay, August 16, 2022
   • 11 replies
   • 1.6k views
   • 
   • Bri
   • August 22, 2022

10. IRS Audit / Ancient Missing Amendments

    By austin3515, May 23, 2016
    • 21 replies
    • 1.6k views
    • 
    • austin3515
    • May 26, 2016

11. Minimum Required Distribution (beneficiary)

    By Guest sritts, April 2, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 2002

12. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 11, 2001

13. Charging Fees to participants in an "abandoned plan"

    By Guest vqualplan, June 24, 2005
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 25, 2005

14. Multiemployer Plans

    By Guest Harry Lutz, September 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 15, 1999

15. 401K withholding

    By basumukherji, October 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • basumukherji
    • October 31, 2001

16. Safe-Harbor 401(k) and mid-year amendment

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 30, 2004

17. 402(g) and Catch Up

    By justatester, December 9, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 9, 2009

18. When is it a short plan year?

    By jkharvey, December 14, 2006
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 18, 2006

19. Timing of elective deferral contributions.

    By katieinny, March 7, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • March 7, 2003

20. ADP corrective distributions too much

    By DMcGovern, March 9, 2015
    • 1 reply
    • 1.6k views
    • 
    • hr for me
    • March 10, 2015

21. Self-employed individual who has 1999 earned income of $160,000+ parti

    By Guest Janice Izzard, November 15, 1999
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • March 15, 2002

22. Premature Distribution?

    By Guest Amanda Davis, January 7, 2003
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 8, 2003

23. C3 exam

    By Guest alabama, April 22, 2005
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • April 29, 2005

24. Separate plans for HCE and NHCE

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 10, 2013

25. Catch up contributions for profit sharing only plan

    By Guest revier, December 15, 2004
    • 1 reply
    • 1.6k views
    • 
    • jquazza
    • December 15, 2004

26. rollover to 401k roth

    By Guest Bob Monte, July 16, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 21, 2006

27. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.6k views
    • 
    • billfgrady
    • July 17, 2002

28. QSLOBs and top-heavy testing

    By Guest phy401k, April 19, 2012
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 19, 2012

29. Fiduciary liability?...

    By Guest RONNIE WASEL, June 28, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2002

30. RMD to a younger spouse beneficiary

    By Below Ground, September 8, 2014
    • 8 replies
    • 1.6k views
    • 
    • GMK
    • September 8, 2014

31. Beta Test New Admin Software!!

    By Guest SJPrince, December 1, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 1, 1998

32. Amending the definition of Comp for current Plan Year

    By Benefits Vet, July 28, 2020
    • 6 replies
    • 1.6k views
    • 
    • Luke Bailey
    • July 30, 2020

33. How to report elective deferrals vs employer contributions to particip

    By Dawn Hafner, May 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • jkharvey
    • May 4, 2000

34. Plan limit for HCE

    By blue, March 22, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 22, 2005

35. Back-sweep of Participants who are contributing

    By tuna524, March 17, 2016
    • 2 replies
    • 1.6k views
    • 
    • tuna524
    • March 17, 2016

36. 401k Catchup IRS limits

    By Linda Adams, September 25, 2017
    • 12 replies
    • 1.6k views
    • 
    • Linda Adams
    • September 26, 2017

37. Fidelity Bond

    By Guest Matt77, May 8, 2002
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 9, 2002

38. Single-member LLC: how to report owner's 401(k) deferrals to IRS?

    By UM1234, September 29, 2014
    • 3 replies
    • 1.6k views
    • 
    • UM1234
    • October 1, 2014

39. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald, November 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Disco Stu
    • November 18, 2008

40. Employee's salary reduction - employer contribution or employee contri

    By Guest PALAWYER, July 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • LCARUSI
    • July 21, 1999

41. 401k electively deferring nonqualified deferred comp payment

    By J Simmons, August 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 6, 2008

42. 401k Cash Surrender Value

    By 52626, March 10, 2023
    • 8 replies
    • 1.5k views
    • 
    • FPGuy
    • March 14, 2023

43. Participant receive too much money on failure of discrimination test

    By KateSmithPA, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 22, 2001

44. Foreign employee moving to US gets service credit?

    By Guest FAQ, November 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • December 6, 2005

45. Top-heavy testing for short year plan

    By Jean, September 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • September 1, 2000

46. Can A Corporation Be Half Safe Harbor

    By LCARUSI, August 10, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 10, 2000

47. Top Heavy Contribution & Non-ACP Match

    By Guest Much2Learn, September 3, 2002
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2002

48. beneficiary question

    By k man, April 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • masteff
    • April 25, 2008

49. Underfunded Plans (2nd request)

    By fidu, December 30, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 31, 2002

50. ADP/ACP testing - Multiple ER

    By fiona1, May 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • May 24, 2007