401(k) Plans

19,275 topics in this forum

1. Small business service providers

   By Guest MAC, February 21, 1999
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • February 27, 1999

2. Controlled Group - 5500 Filing

   By MBCarey, June 24, 2002
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2002

3. Rollover to employer 401k plan from an IRA that may contain contributi

   By Guest Cliff Langwith, May 3, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 3, 2001

4. Salary reduction agreement

   By Guest stillhere, May 25, 2005
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 25, 2005

5. Prior Year Testing

   By Guest mmc, March 10, 2011
   • 3 replies
   • 1.5k views
   • 
   • rcline46
   • March 10, 2011

6. Safe Harbor Match - Is required funding every 3 mo. period

   By Guest Kconsultant, October 14, 2004
   • 2 replies
   • 1.5k views
   • 
   • maverick
   • October 14, 2004

7. ADP testing was incorrect

   By Guest Boilerburm1, April 17, 2007
   • 5 replies
   • 1.5k views
   • 
   • Tom Poje
   • April 24, 2007

8. 415 under EGTRRA

   By Guest JBlair, June 26, 2001
   • 3 replies
   • 1.5k views
   • 
   • Earl
   • June 30, 2001

9. When is contribution deductible, plan is calendar year but employer is

   By jkharvey, March 12, 2002
   • 0 replies
   • 1.5k views
   • 
   • jkharvey
   • March 12, 2002

10. NSCC Trading

    By Guest ell, May 18, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 18, 2004

11. safe harbor excluded groups

    By WCC, May 20, 2013   

    • first year not an HCE
    • 3 replies
    • 1.5k views
    • 
    • WCC
    • May 20, 2013

12. Ineligible Employee Deferrals

    By Guest PCS Inc, February 8, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

13. 401(k) distributions upon death

    By Guest Fuzzy, September 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • September 4, 2003

14. Eliminating Safe Harbor Match

    By R. Butler, December 28, 2009
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2009

15. RMD's

    By Guest le190, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 1999

16. New Employer Short Plan Year

    By Hoard1, December 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Scuba 401
    • December 15, 1999

17. would black out notice be required?

    By Guest EDSAADE, June 22, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 22, 2004

18. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.5k views
    • 
    • Eric Taylor
    • February 3, 2017

19. Signature of Plan document

    By Gary, April 27, 2010
    • 4 replies
    • 1.5k views
    • 
    • Gary
    • April 28, 2010

20. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson, September 3, 2002
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • September 3, 2002

21. Untimely deposits listed on schedule I

    By Guest jkrad, January 14, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • January 15, 2005

22. Group Trusts

    By Guest vrp, October 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • October 11, 2001

23. Severance payments

    By Guest tonjer, June 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 12, 2002

24. QSOB Employer-Wide Testing Requirement ("Gateway" test)?

    By patriciab, November 3, 2021
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • November 3, 2021

25. Simple 401(k) plans and employer stock

    By Guest KMcQ, October 28, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • October 29, 1999

26. Suspensions of 401(k) Match

    By Demosthenes, January 6, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • January 7, 2009

27. 401(K)- Need guideliness for inclusion of agency temps in company plan

    By Guest JWAGNER, June 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2000

28. Are there mutual fund families that will give participant level money

    By Guest Philip Simpkins, May 31, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 31, 2002

29. Embezzle to 401(k) plan

    By sla, February 12, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • February 15, 2016

30. Suspicious Match

    By Guest LWilson, August 1, 2002
    • 7 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • August 2, 2002

31. Self-employed net loss

    By R. Butler, October 21, 2013
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • November 14, 2013

32. Eligibility

    By Guest Sara H, December 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • December 4, 2001

33. Life insurance in 401(k)

    By Scuba 401, July 10, 2020
    • 10 replies
    • 1.5k views
    • 
    • acm_acm
    • July 14, 2020

34. ADP testing and Otherwise Excludable EEs

    By Guest DVW, March 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2006

35. RMDs: to apply the new rules when calculating minimum distributions, d

    By k man, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • smm
    • February 12, 2001

36. 401(k) Plans

    By Guest hitt24, March 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2002

37. QPSA/ Survivor annuity

    By k man, August 12, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 16, 2004

38. Company employee turnover rates

    By Guest LSULLIVAN, February 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 2, 2006

39. Control Group Transfer

    By Guest padmin, April 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 20, 2006

40. Written deferral election required

    By Belgarath, February 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2010

41. IRS Audit

    By Soundbc1, December 19, 2015
    • 6 replies
    • 1.5k views
    • 
    • Bill Presson
    • December 21, 2015

42. Missing Participants

    By Guest Frank Jackson, July 27, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 28, 1999

43. Forfeitures used to reduce ER contrib

    By Guest LAAllen, April 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • April 14, 2001

44. hardship for foreclosure

    By Rai401k, March 31, 2015
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • April 3, 2015

45. 415 excess

    By fiona1, March 20, 2008
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • March 21, 2008

46. Do correcting QNECS need to be factored into following year testing?

    By John A, October 9, 2000
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • October 9, 2000

47. Reporting of excess contribution

    By Guest alcharles, April 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • April 9, 2000

48. Merger of Plans

    By Scott, January 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • January 12, 2000

49. Catch-Up Reclass / Changes in plan-imposed limits during the plan year

    By Guest m2b2, December 26, 2007
    • 4 replies
    • 1.5k views
    • 
    • blue
    • January 4, 2008

50. ERISA Outline Book

    By austin3515, February 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • akern
    • February 27, 2015