401(k) Plans

19,321 topics in this forum

1. QOSA

   By Guest meeh3704, February 17, 2009
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • February 17, 2009

2. SEP and 401(k)

   By Kimberly S, October 14, 2008
   • 7 replies
   • 1.5k views
   • 
   • Kimberly S
   • October 15, 2008

3. In-Service Distribution

   By austin3515, March 10, 2010
   • 11 replies
   • 1.5k views
   • 
   • BG5150
   • March 10, 2010

4. Excise Tax for Nondeductible (Excess) Contributions

   By Purplemandinga, September 27, 2018
   • 5 replies
   • 1.5k views
   • 
   • Larry Starr
   • September 28, 2018

5. 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

6. Deadline for swithcing to current year testing

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

7. HCE, SH & waiving out

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

8. Collective Bargained 401(k) Plan

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

9. Calculate Earnings on Excess Annual Additions

   By Guest saotampa, September 12, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 12, 2007

10. 401k compliance testing

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

11. SEP/401(k) combined limits

    By steve-o, August 6, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • August 6, 2003

12. Real Estate Investing.... ugh

    By Basically, October 27, 2021
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • November 3, 2021

13. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • May 29, 2009

14. Negative Assets?

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

15. Hardship Documentation Requirements

    By khn, July 2, 2015
    • 5 replies
    • 1.5k views
    • 
    • GMK
    • July 7, 2015

16. Limit on deferrals from a single paycheck?

    By John A, October 5, 2000
    • 2 replies
    • 1.5k views
    • 
    • Jon Chambers
    • October 11, 2000

17. Fail ADP with Plan Limit

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

18. Termination of 401(h) plan- not sure how to distribute 401(h) assets

    By Guest schneiderdowns, September 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • September 2, 2004

19. Election Not To Participate

    By Guest Mbrockway, February 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2004

20. Age Weighted Allocation / 3% Safe Hrbr Nonelective

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

21. Group Submission to VCP

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

22. How many times can a plan be amended before it must be restated?

    By billfgrady, July 1, 2004
    • 3 replies
    • 1.5k views
    • 
    • g8r
    • July 2, 2004

23. Can safe harbor contributions be turned off/on, year to year?

    By Santo Gold, September 24, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 25, 2006

24. Successor Sponsor?

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

25. Excluded Class

    By Melissa, March 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Melissa
    • March 15, 2019

26. 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

27. Inclusion of Consultant?

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

28. Real Estate...PT ?

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

29. Trustee of Plan Dies

    By jkdoll2, November 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • November 7, 2009

30. Timeframe to amend 2004 Profit Sharing Plan Allocation Method

    By Guest ChopperPilot, January 18, 2005
    • 4 replies
    • 1.5k views
    • 
    • could be me maybe not
    • January 18, 2005

31. Plan merger - different plan years/ different vesting methods

    By Guest qualified plan, May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 24, 2002

32. Continental Benefit Administrators Inc.

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

33. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008

34. Automatic enrollment ED's as designated Roth Ks?

    By Guest Penny17, May 12, 2005
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • May 17, 2005

35. Plan sponsor's bankruptcy results in full vesting for all participants

    By Guest Furry, January 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 9, 2002

36. Benefit Election Forms

    By Below Ground, February 6, 2008
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

37. Administrative Guidelines

    By Guest Tom Antonielli, May 1, 2001
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • May 2, 2001

38. Minor change to a Volume Submitter document.

    By Richard Anderson, October 20, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 21, 2005

39. PPA 2006 - Diversification of Employer Securities

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

40. How is ADP and other testing done (what compensation is used) when eff

    By John A, March 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 6, 2001

41. Solo 401(k), First 5500, DFVC

    By 401king, February 6, 2018
    • 6 replies
    • 1.5k views
    • 
    • 401king
    • February 7, 2018

42. Can't find Ex-EE's. Company going out of business.

    By Guest rmauser, September 3, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 11, 1999

43. Illegal alien and testing

    By Kimberly S, September 17, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 17, 2008

44. Mortgage Loan Originator's Compensation

    By jala, August 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • jala
    • August 19, 2011

45. Safe Harbor 3% non elevtive with additional match

    By Richard Anderson, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 25, 2007

46. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • June 11, 2003

47. Is there a way around match limits?

    By Guest kg78, December 9, 2008
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • December 10, 2008

48. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • October 23, 2020

49. Refusal to make a PS contribution by a division of an ER

    By ldr, September 5, 2018   

    • non-elective contribution
    • division
    • (and 1 more)

      Tagged with:

      • non-elective contribution
      • division
      • non-discrimination
    • 18 replies
    • 1.5k views
    • 
    • Larry Starr
    • September 6, 2018

50. What will they think of next?

    By Santo Gold, June 14, 2006
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2006