401(k) Plans

19,275 topics in this forum

1. Spouse absent for 25 years -- consent still needed?

   By Guest lori_eriksen, January 12, 2002
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • January 15, 2002

2. HCE, SH & waiving out

   By Guest DazedAndConfused, January 17, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 17, 2006

3. 401k Hardship

   By Guest JimD, August 22, 2001
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • August 22, 2001

4. Controlled Group - Am I missing something?

   By seatpa, April 17, 2012
   • 8 replies
   • 1.5k views
   • 
   • seatpa
   • April 18, 2012

5. Fail ADP with Plan Limit

   By Guest carsonv, March 15, 2006
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • March 15, 2006

6. Can employee/children of self employed individual be covered under a m

   By Guest dcranage, August 7, 2000
   • 1 reply
   • 1.5k views
   • 
   • LCARUSI
   • August 7, 2000

7. Failure to Offer Enrollment to Eligible Employees

   By Guest Buzzman, July 16, 2008
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • July 16, 2008

8. Different investment options for controlled group plan.

   By Guest, April 6, 2000
   • 2 replies
   • 1.5k views
   • 
   • Alan Simpson
   • April 7, 2000

9. Forfeiture of Related Matching Contribution for NHCE??

   By rocknrolls2, January 26, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 27, 2000

10. Inclusion of Consultant?

    By Guest, December 23, 1999
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • December 30, 1999

11. Real Estate...PT ?

    By K-t-F, December 20, 2004
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2004

12. First Year Safe Harbor 401(k)

    By Guest KB, September 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • September 17, 2001

13. ASPPA Conference

    By Tom Poje, October 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • October 18, 2006

14. Contingent Bonus: Removal of Contribution

    By ERISA25, July 11, 2011
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • July 12, 2011

15. 401(k) changes: A sound move for our company?

    By Guest afcjags, June 22, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • June 27, 2007

16. After-Tax Basis not kept.

    By Guest John Sample, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

17. "Bad" 401(k) safe harbor notice?

    By jkharvey, May 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • May 24, 2000

18. Paricipant loan for a deceased participant

    By Guest BrianF, February 8, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 9, 2000

19. Negative Assets?

    By 415 Limit, April 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • Ron Snyder
    • April 16, 2010

20. 2018 First Plan Year - Is Top Heavy

    By MarZDoates, March 11, 2019
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • March 12, 2019

21. Profit sharing plan funded with 100% plan sponsor stock.

    By Guest Thornton, November 27, 2013
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • December 2, 2013

22. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc, December 2, 2016
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • December 5, 2016

23. Trends in reducing 401K match during these difficult economic times

    By Guest RalphHensley, December 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2002

24. HCE in MEP

    By J Simmons, February 16, 2008
    • 1 reply
    • 1.5k views
    • 
    • Below Ground
    • February 17, 2008

25. Short initial plan-year; is 404 deduction limit based on full-year com

    By BTH, December 8, 2000
    • 0 replies
    • 1.5k views
    • 
    • BTH
    • December 8, 2000

26. 401k compliance testing

    By Guest dstran, January 24, 2006
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 24, 2006

27. Age Weighted Allocation / 3% Safe Hrbr Nonelective

    By austin3515, June 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2015

28. Using plan assets to pay consulting fees

    By Guest April Smith, February 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2005

29. Continental Benefit Administrators Inc.

    By chris, February 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • February 20, 2001

30. loan repayment

    By Guest Nini, August 2, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2006

31. Whether the "substantially level" repayment requirement in I

    By Scuba 401, February 10, 2000
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • February 11, 2000

32. EPCRS Before You Make a Mistake

    By austin3515, January 19, 2022
    • 18 replies
    • 1.5k views
    • 
    • Luke Bailey
    • January 21, 2022

33. Investment Company TPA Fees - 408 - Req'd Info Unavail.

    By BeanCounterBlues, October 20, 2008
    • 3 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • October 22, 2008

34. Practical Problem

    By austin3515, September 1, 2010
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • September 3, 2010

35. Trust Identification Numbers

    By BG5150, September 5, 2006
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • September 6, 2006

36. Failure to Amend

    By Guest TooMuchFreeTime, October 22, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 27, 2008

37. Form 5500 - Mistake On Participant Count (Amended Form Needed?)

    By metsfan026, August 6
    • 3 replies
    • 1.5k views
    • 
    • Bri
    • August 7

38. Refund check to participant, or business?

    By Belgarath, October 5, 2018
    • 16 replies
    • 1.5k views
    • 
    • Bird
    • October 10, 2018

39. PPA 2006 - Diversification of Employer Securities

    By Guest grazetti, October 4, 2006
    • 3 replies
    • 1.5k views
    • 
    • FormsRstillmylife
    • October 5, 2006

40. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 10, 2020

41. Compensation defintions and automobiles

    By John A, October 24, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • October 24, 2003

42. Collective Bargained 401(k) Plan

    By Guest Thornton, August 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • KJohnson
    • August 5, 2002

43. Determining HCEs with new plan established by employer who purchased c

    By Guest 91smithie, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 5, 2002

44. Maximum Participant Loan Duration

    By Guest Lisak, January 6, 2010
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • January 7, 2010

45. RMD to a younger spouse beneficiary

    By Below Ground, September 8, 2014
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • September 8, 2014

46. Group Submission to VCP

    By cpc0506, February 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • February 25, 2014

47. 401(k) assets

    By lexi, March 28, 2007
    • 2 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 28, 2007

48. Successor Sponsor?

    By Guest djn, August 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • J2D2
    • August 29, 2007

49. Terminated plan with small balance participants

    By Guest trying2understand, October 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 25, 2007

50. Deadline for swithcing to current year testing

    By JButtrick, May 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Nate X
    • June 6, 2006