401(k) Plans

19,321 topics in this forum

1. Historial lump sum auto-distributions (looking for 2001)

   By hr for me, August 25, 2008
   • 3 replies
   • 1k views
   • 
   • hr for me
   • August 25, 2008

2. Historical Applicable Federal Rates

   By Guest TheBadger, December 5, 2004
   • 3 replies
   • 2.5k views
   • 
   • GBurns
   • December 8, 2004

3. Historical corrections for 5500's & late 401k

   By TPApril, April 24, 2017
   • 0 replies
   • 391 views
   • 
   • TPApril
   • April 24, 2017

4. historical records

   By Guest HRrep, October 23, 2001
   • 9 replies
   • 2.4k views
   • 
   • Guest
   • October 24, 2001

5. Holding Account

   By Guest johnberube, January 30, 2009
   • 4 replies
   • 2.9k views
   • 
   • rcline46
   • February 2, 2009

6. Holding account earnings--Are they Annual Additions?

   By jjaatirs, March 23, 2006
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • March 23, 2006

7. Holding Company with plan

   By Guest tjt169, July 10, 2012
   • 3 replies
   • 2.2k views
   • 
   • 12AX7
   • July 15, 2012

8. Hole in American Funds Menu = fiduciary breach = ?

   By Guest Happy Actuary, May 19, 2005
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • May 20, 2005

9. Home builders unable to fulfill Safe Harbor obligation

   By Brenda Wren, September 24, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 24, 2007

10. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1k views
    • 
    • Will.I.Am
    • April 23, 2020

11. Hospital based physicians/affiliated service group

    By Guest mcw, November 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 5, 2003

12. Hours before Participation don't count for allocation condition?

    By Jim Chad, October 5, 2016
    • 2 replies
    • 651 views
    • 
    • Tom Poje
    • October 5, 2016

13. Hours for Vesting

    By Guest Jen Willard, November 27, 2002
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • November 28, 2002

14. Hours of Service

    By Guest jefe96, May 9, 2005
    • 2 replies
    • 1.7k views
    • 
    • JDuns
    • May 9, 2005

15. Hours of Service - Use of Different Equivalencies Within Single Plan

    By Guest Lane, November 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 5, 2012

16. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 23, 2019

17. Hours requirement... got me thinking

    By Basically, September 5, 2024
    • 5 replies
    • 888 views
    • 
    • Basically
    • September 5, 2024

18. Hours- What to tell client

    By Guest raleightpa, January 9, 2008
    • 4 replies
    • 1.4k views
    • 
    • Kimberly S
    • January 10, 2008

19. How aggressive is this? ACP testing

    By imchipbrown, September 6, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 14, 2001

20. How are APRSC (or SCP) employer correcting contributions to make up fo

    By John A, February 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • February 15, 2001

21. How are corrective distributions treated for top-heavy determination p

    By John A, December 8, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 11, 2000

22. How are employees who terminated prior to the effective date of adding

    By John A, September 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 21, 2000

23. How are top-heavy testing and 410(b) testing coordinated?

    By John A, March 20, 2000
    • 8 replies
    • 4.8k views
    • 
    • Tom Poje
    • January 27, 2003

24. How are TPA firms preparing for SECURE 2.0 changes next year?

    By R. Scott, August 10, 2023
    • 1 reply
    • 428 views
    • 
    • Lois Baker
    • August 10, 2023

25. How are you interpreting SECURE 2.0 Section 350?

    By Belgarath, February 8, 2023
    • 2 replies
    • 681 views
    • 
    • Belgarath
    • February 8, 2023

26. How bad does this mid-year SHM change feel?

    By AlbanyConsultant, March 13, 2017
    • 6 replies
    • 1.2k views
    • 
    • Kevin C
    • March 14, 2017

27. How can a person defer on tip wages if base wages are lower than the d

    By Guest Marie Velen, March 1, 2001
    • 7 replies
    • 3.3k views
    • 
    • Medusa
    • April 6, 2001

28. How can a plan sponsor find out if a 5500 has been filed with the IRS?

    By Guest Shea, May 13, 1999
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • July 20, 1999

29. How Can I Define A Resident Alien

    By Kaizen401k, January 13, 2017
    • 30 replies
    • 3k views
    • 
    • MoJo
    • January 16, 2017

30. How can I find a missing beneficiary under a 401k plan, for whom I hav

    By Guest Gage, October 2, 2000
    • 6 replies
    • 3.3k views
    • 
    • Bill Berke
    • November 3, 2000

31. How do coverage and nondiscrimination tests work for eligibility changes during a year?

    By Peter Gulia, December 13, 2022   

    • coverage; nondiscrimination
    • 2 replies
    • 367 views
    • 
    • Peter Gulia
    • December 13, 2022

32. How do EE's file for the Pension Plan Start up costs tax credit?

    By Guest Michael Anderson, December 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 14, 2002

33. How do I find out about my ex-husbands 401k account

    By kitkotler, October 10, 2016   

    • 401k account info needed
    • 7 replies
    • 9k views
    • 
    • RatherBeGolfing
    • October 11, 2016

34. How do I know if my plan invests a part or all of its assets in a master trust agreement?

    By Will Smith, July 29, 2020
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 30, 2020

35. How do I obtain 401k information to roll over to an IRA?

    By Guest sgray, May 16, 1999
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • May 19, 1999

36. How do we correct profit sharing contributions that were calculated and deposited incorrectly?

    By Guest tigbenefits, August 13, 2005
    • 5 replies
    • 1.7k views
    • 
    • Appleby
    • August 14, 2005

37. How do we determine HCE's in a spinnoff company?

    By Guest Rob Walter, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

38. How do we know what outcomes would result from ending a safe harbor?

    By Peter Gulia, April 3, 2020
    • 6 replies
    • 682 views
    • 
    • Peter Gulia
    • April 3, 2020

39. How do we roll over 401(k) plans for new employees?

    By Guest Hayliebunny, December 3, 2003
    • 10 replies
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

40. How do we set up a new safe harbor plan for 1999 after 3/1/99?

    By Lynn Campbell, March 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 1999

41. How do you allocate a distribution between Roth and non-Roth amounts?

    By Peter Gulia, August 12, 2010
    • 2 replies
    • 1k views
    • 
    • A Shot in the Dark
    • August 12, 2010

42. How do you apply true up when match stopped mid year?

    By MarZDoates, June 12, 2014
    • 6 replies
    • 2k views
    • 
    • Bird
    • June 15, 2014

43. How do you calculate deduction limits for a 401(k) and an ESOP?

    By Guest lawdawg, January 26, 2001
    • 6 replies
    • 2k views
    • 
    • stephen
    • January 30, 2001

44. How do you compute vesting when service crediting method and computati

    By Guest mo again, April 20, 2001
    • 2 replies
    • 2.4k views
    • 
    • Alf
    • April 23, 2001

45. How do you correct an excess annual addition when the participant has

    By Guest friedbrain, October 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Brenda Wren
    • October 26, 1999

46. How do you correct an excess deposit to a deferral account?

    By Guest, February 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • February 22, 2001

47. How do you correct contributions that were deposited in error?

    By Guest, January 24, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2001

48. How do you deal with affiliated employers?

    By SteveH, August 31, 2006
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 1, 2006

49. How do you determine who is in the top-paid group?

    By Guest Tara Curran, September 14, 2000
    • 7 replies
    • 23.9k views
    • 
    • david rigby
    • September 15, 2000

50. How do you discontinue a VS specimen plan?

    By Guest kjk, September 12, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 13, 2005