401(k) Plans

19,275 topics in this forum

1. FMLA accrual question

   By k man, January 25, 2010
   • 2 replies
   • 1.5k views
   • 
   • GMK
   • January 26, 2010

2. last day rule

   By wsp, September 30, 2005
   • 5 replies
   • 1.5k views
   • 
   • Bird
   • October 1, 2005

3. Treatment of Match Relating to Refunded Excess Annual Additions

   By Guest lforesz, March 1, 2001
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • March 1, 2001

4. Safe Harbor Match Deposits by Payroll Date?

   By KateSmithPA, March 11, 2005
   • 1 reply
   • 1.5k views
   • 
   • wmyer
   • March 11, 2005

5. How to Correct for Ineligible Employee Participant

   By Guest ralar, June 2, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 2, 2003

6. Lost Earnings

   By cpc0506, July 24, 2012
   • 0 replies
   • 1.5k views
   • 
   • cpc0506
   • July 24, 2012

7. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

   By Guest Hilarion, December 30, 2003
   • 11 replies
   • 1.5k views
   • 
   • Mike Preston
   • December 31, 2003

8. Loan Question

   By Deaconmomma, January 19, 2016
   • 6 replies
   • 1.5k views
   • 
   • BG5150
   • January 20, 2016

9. 401k Plan

   By Guest Lindee, February 29, 2008
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • February 29, 2008

10. Safe Harbor Plan / Top Heavy Question

    By Guest MikeD, April 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • April 13, 2010

11. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 26, 2001

12. Safe Harbor and Short Plan Years

    By Guest JF, July 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 13, 1999

13. Timing of employer contribution

    By Guest CHRISTA, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

14. Losses Due to Incorrect Investment Mapping

    By spartytax, August 1, 2016
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • December 27, 2016

15. 401k and Roth401k

    By Guest viterh, February 16, 2007
    • 6 replies
    • 1.5k views
    • 
    • RCK
    • February 17, 2007

16. NRA rules for pension plans

    By jkharvey, December 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 3, 2007

17. transfering $ from 401 plan to charitable organization

    By Guest AHollister, October 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2001

18. Near-orphan plan--filing ongoing 5500s

    By Guest Richard Tennenbaum, July 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • July 25, 2006

19. 401(k) and SIMPLE IRA

    By Guest Tara Curran, August 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 27, 2001

20. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • jquazza
    • May 10, 2004

21. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2004

22. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

    By Guest EPC, September 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 23, 2002

23. Match forfeitures

    By pbarrett, May 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 1, 1999

24. Suggestions for a GREAT 401(k)company? Administration and fund select

    By Guest Jennifer M., April 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • April 25, 2001

25. 401(k) Inservice Taxes

    By Guest Dan Kutzke, December 9, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 12, 2005

26. Fidelity Bond

    By 401(k)athryn, July 3, 2019
    • 6 replies
    • 1.5k views
    • 
    • 401(k)athryn
    • July 8, 2019

27. compensation conundrum

    By K2retire, April 5, 2016
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • April 6, 2016

28. Blackout Notice - Failure to Provide to Some Participants

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

29. HIre Date

    By Guest psk, August 12, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

30. Can a match exceed 100%?

    By Guest jaatirs, February 5, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2004

31. Why omit HCEs from 3% safe harbor contribution?

    By Guest rickw, March 14, 2006
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • March 14, 2006

32. Administrative Challenge

    By Gary, December 19, 2008
    • 6 replies
    • 1.5k views
    • 
    • JanetM
    • December 23, 2008

33. Changing Safe Harbor Match Mid year

    By PMC, February 1, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2007

34. ACP test and Catch-up contributions

    By Guest gbialikcpa, October 21, 2014   

    • acp
    • catch-up
    • (and 1 more)

      Tagged with:

      • acp
      • catch-up
      • 414v
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 21, 2014

35. Must top-heavy minimums be provided to P's who have entered 401k; but

    By Guest Dash02, April 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 10, 2002

36. Ability of Emplouer to Rescind its Notice of Discontinuance under a GI

    By Guest Edward McElroy, January 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • GBurns
    • January 15, 2000

37. 401(K) and ROTH IRA

    By Guest crads4s, December 8, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

38. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf, November 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • November 8, 1999

39. Salary & Hourly Plan - HCE's want In, Can lookback be used

    By Guest JimJ, November 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alonzo
    • November 30, 2001

40. Late contribution of deferrals

    By Alan Simpson, February 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Alan Simpson
    • February 29, 2000

41. Rebalance a Particpant Account 401K DBP

    By Guest SherylM, October 4, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • October 5, 2010

42. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • J2D2
    • January 12, 2002

43. MVRA Revisited - Expense Allocation

    By Guest halka, March 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 18, 2002

44. 401(k) Plan with Safe Harbor and last day requirement

    By pensionnube, February 2, 2015   

    • 401(k)
    • Safe Harbor
    • (and 3 more)

      Tagged with:

      • 401(k)
      • Safe Harbor
      • Last Day
      • gateway
      • correcive amendment
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2015

45. Who's the Bene?

    By EHE, September 6, 2017
    • 11 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 8, 2017

46. 404 and deferrals from after-year-end bouns.

    By KJohnson, April 23, 2003
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • April 24, 2003

47. 401(k) safe harbor

    By Guest JBeck, September 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

48. First plan year - ADP testing compensation

    By shERPA, August 3, 2015
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 3, 2015

49. distributions

    By Guest LBH, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • May 19, 1999

50. Employee has exceeded $10,000 pre-tax contribution, can he still contr

    By Guest Diana Prewitt, September 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • October 1, 1999