401(k) Plans

19,275 topics in this forum

1. Safe Harbor Plan - Compensation

   By Guest Ronin, September 10, 2001
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • September 10, 2001

2. Plans of Cntrolled Groups of Corporations

   By Hoard1, March 11, 1999
   • 1 reply
   • 1.5k views
   • 
   • Ervin Barham
   • March 12, 1999

3. Puerto Rico QDRO?

   By Guest ScarletKnight, September 21, 2004
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 21, 2004

4. "Individual" 401(k)

   By Guest wjr, September 19, 2002
   • 2 replies
   • 1.5k views
   • 
   • wmyer
   • September 20, 2002

5. Compensation Exclusions

   By Guest moltengater, October 28, 2005
   • 1 reply
   • 1.5k views
   • 
   • E as in ERISA
   • October 28, 2005

6. PP-Hold the A

   By Guest Lear, December 9, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 9, 2001

7. safe harbor match + discretionary match

   By Santo Gold, November 7, 2006
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 7, 2006

8. Definition of Compensation

   By MarZDoates, September 20, 2002
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • September 20, 2002

9. Down to the Wire on 402(g) Correction!

   By rocknrolls2, April 13, 2006
   • 4 replies
   • 1.5k views
   • 
   • QDROphile
   • April 14, 2006

10. Fiduciary liability for selection and monitoring investment advisers.

    By Guest Dale C, November 23, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 1998

11. Beta Test New Admin Software!!

    By Guest SJPrince, December 1, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 1998

12. RMD from 401(k) for Beneficiaries

    By Tom, January 2
    • 4 replies
    • 1.5k views
    • 
    • Bruce1
    • January 7

13. 401K shalter?

    By Guest pinocchio, December 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • December 19, 2001

14. Lesops

    By fidu, February 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • February 11, 2002

15. Dealing w/ back-end loads....

    By Guest halka, September 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2001

16. Existing P/S Plan With CODA adopting Safe Harbor Provisions

    By Guest ROB VIDOVICH, January 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • John A
    • January 10, 2002

17. Simple 401(k) and 401(k) Plans

    By Jilliandiz, February 18, 2004
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • February 18, 2004

18. Hardship Documentation Requirements

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

19. Can plan provide the employer discretion as to timing of distribution?

    By EGB, August 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • August 17, 2001

20. Non-Spouse Beneficiary

    By Nassau, September 2, 2011
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 2, 2011

21. Co-mingling before-tax money with after-tax money in a conduit IRA.

    By Guest T Cahoon, March 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • IRC401
    • March 22, 2000

22. Top Heavy - 2 plans different plan year end

    By Guest terric, March 14, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 2006

23. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • March 1, 2020

24. employer contribution

    By Guest gillie, June 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2005

25. Cost of Full Scope Audit?

    By SFSD, May 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 26, 2010

26. Mandatory contribution to 401(k)

    By Guest ToddBonham, December 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • December 4, 2009

27. Employer never withheld deferrals but deposited the $$ anyhow

    By Guest esi-jht, July 24, 2006
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 25, 2006

28. Roth 401(k) & State Taxation

    By Guest Brian0925, November 9, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • November 9, 2006

29. Reverse Match

    By Guest Thornton, May 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • May 7, 1999

30. 401(k) Catch-up Contributions?

    By Jilliandiz, April 8, 2005
    • 3 replies
    • 1.5k views
    • 
    • Jilliandiz
    • April 8, 2005

31. Revenue credit Program

    By cripp12, April 10, 2013
    • 0 replies
    • 1.5k views
    • 
    • cripp12
    • April 10, 2013

32. Termination of plan with "fuzzy" history

    By billfgrady, January 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2004

33. Top Heavy Testing - Do you include accrued 401(k) deferrals?

    By Guest dyoder, February 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 10, 2005

34. One total account per each participant

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

35. Eligibility - Plan Entry Date?

    By R.G., December 6, 2013
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • December 6, 2013

36. Affiliated Service Group Question

    By Madison71, July 26, 2011
    • 3 replies
    • 1.5k views
    • 
    • Jim Norman
    • July 28, 2011

37. Power of receiver to amend a 401(k) plan?

    By masteff, November 6, 2015
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • November 24, 2015

38. ADP/ACP Testing on wage definition different than plan operates?

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 6, 2012

39. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

40. Merging SH and Non-SH Plans as of 1/1/2015

    By austin3515, October 24, 2014
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • November 2, 2014

41. APRSC

    By Guest JB2, December 10, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

42. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 13, 2020

43. PEOs

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

44. Contributions in excess of those in the safe harbor notice that was di

    By Richard Anderson, February 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • February 3, 2001

45. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • January 28, 2014

46. Correcting excess annual additions

    By Guest planman, April 22, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2003

47. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar, October 8, 2021
    • 13 replies
    • 1.5k views
    • 
    • Lou S.
    • August 5, 2022

48. 2005 401(k) Plan in 2006

    By Guest jetfaninmn, January 24, 2006
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • January 25, 2006

49. Elapsed Time For Salaried and Counting Hours for Hourly?

    By austin3515, November 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • November 10, 2010

50. Compensation for Unrelated Multiple Employers

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 23, 1999