401(k) Plans

19,275 topics in this forum

1. Admin Fee Survey? Any one interested in paticipating?

   By Cathy from Chicago, August 29, 2000
   • 2 replies
   • 1.5k views
   • 
   • Cathy from Chicago
   • August 31, 2000

2. SH NE given in Hardship Distribution

   By Dawn Hafner, July 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • Dawn Hafner
   • July 18, 2002

3. Non-Profit wanting to make ER Contribution

   By Guest GinaD, September 16, 2013   

   • profit sharing
   • nonprofit
   • (and 2 more)

     Tagged with:

     • profit sharing
     • nonprofit
     • bonus
     • grants
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 16, 2013

4. terminating c corp

   By Guest S FISCHER, August 29, 2001
   • 1 reply
   • 1.5k views
   • 
   • MJ Hartman
   • August 30, 2001

5. Puerto Rico Deferral Limit

   By Guest CRC02, December 15, 2003
   • 4 replies
   • 1.5k views
   • 
   • FundeK
   • February 4, 2004

6. OK to varying matching contribution rates each quarter?

   By Guest halka, June 9, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • June 10, 1999

7. 242(b) elections

   By Guest arlene, April 6, 2004
   • 2 replies
   • 1.5k views
   • 
   • KJohnson
   • April 6, 2004

8. Matching safe harbor plans - true up at year end ?

   By Guest rffahey, March 30, 2005
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • March 30, 2005

9. Contribution for Former Employees

   By Guest t936, August 9, 2005
   • 5 replies
   • 1.5k views
   • 
   • Locust
   • August 16, 2005

10. Does a transfer of assets trigger a required minimum distribution

    By katieinny, February 26, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 27, 2007

11. Employer does not want to pay a match on bonus money paid

    By Francis, December 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • December 10, 2010

12. ACP Correction After Distribution

    By In House Counsel, August 29
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • September 2

13. What must I do to compel DOL to step in and label a 401K as abandoned

    By Guest R Blair, November 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • November 15, 2001

14. What do you do if a person does not have enough money in his/her accou

    By Guest UKH, May 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 11, 2001

15. testing different match rates

    By K2retire, August 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • August 5, 2012

16. Match as Bonus

    By austin3515, September 16, 2014
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 16, 2014

17. Regulations for the Virgin Islands

    By Guest Diana Hill, July 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 2000

18. Eligibility for PS Contribution - Controlled Group Issue

    By Guest ANNEBV, July 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 2, 2001

19. Off calendar year catch ups

    By Guest DTrom, April 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Beltane
    • September 7, 2005

20. Limits for Individual covered by multiple plans

    By rfahey, December 9, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2012

21. Controlled Group Testing

    By Guest moorhan, August 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 2001

22. Does compensation have to be full year for Average Benefit Percentage

    By John A, April 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • John A
    • April 12, 2001

23. Part-time employees

    By Guest philippa, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dan
    • March 16, 1999

24. IRA Rollover into 401(k) Plan

    By Alex Daisy, March 19, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 25, 2008

25. Roth IRA Rules

    By Guest scarletrose, October 11, 2006
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2006

26. 401k and Employer stock

    By Guest halka, September 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • MoJo
    • September 9, 1999

27. Compensation - Post Severance

    By PFranckowiak, May 16, 2006
    • 3 replies
    • 1.5k views
    • 
    • ERISAnut
    • May 16, 2006

28. Return of ADP Refunds

    By bzorc, August 7, 2015
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • August 10, 2015

29. "on call" employees and determining hours of service

    By Guest MikeD, March 1, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2007

30. Fair allocation formula

    By Guest latwz, March 22, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2006

31. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA, January 24, 2021
    • 2 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 25, 2021

32. IRS deleting trust EINs

    By Kimberly S, February 7, 2008
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 8, 2008

33. Timing of Refunds of Excess Contributions

    By Guest k_bo, March 29, 2005
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • March 29, 2005

34. Employee contributions treated as Employer Contribs

    By Guest CJA, July 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • buckaroo
    • July 9, 2008

35. Can LLC be adopting employer of C Corp Plan?

    By Guest SSCARO, March 18, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dowist
    • March 20, 2000

36. avoiding and correcting liability for prohibited transactions

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 2001

37. Top heavy 401(k) - multiple employer plan - Relius Admin

    By pmacduff, April 13, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 14, 2004

38. LLC member and maximum percentage funding

    By Guest mulrenan, December 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Earl
    • December 31, 1999

39. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel, April 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • April 18, 2001

40. Missed deferral QNEC

    By BG5150, January 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 14, 2011

41. Top-Heavy/Key-Employee question

    By Tom, January 4, 2024
    • 10 replies
    • 1.5k views
    • 
    • justanotheradmin
    • January 5, 2024

42. Okay to change from current year, disaggregation in 1 year, to prior y

    By John A, January 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • January 29, 2001

43. Safe Harbor 401(k)

    By MWeddell, September 24, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 6, 1999

44. Amount available for hardship

    By Guest kac1214, May 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • LCARUSI
    • May 30, 1999

45. Lost Participants and Reasonable Efforts

    By Guest andmik, May 18, 2004
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • May 21, 2004

46. ADP Safe Harbor But Not ACP - Will this work?

    By austin3515, August 10, 2020
    • 6 replies
    • 1.5k views
    • 
    • MWeddell
    • August 11, 2020

47. May proposed GUST restatements be submitted for determination letters?

    By Guest Bud, September 4, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 6, 2001

48. Automatic Enrollment (Negative elections)

    By Guest Rich Krahulec, July 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 17, 1999

49. 415 Comp...

    By Guest KTF, March 7, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2005

50. How is a participant supposed to know how to correctly fill out their

    By John A, February 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2001