401(k) Plans

19,321 topics in this forum

1. 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

2. Employer Match

   By Guest Elmo, February 1, 2002
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • February 1, 2002

3. hardship for foreclosure

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

4. LLC member and maximum percentage funding

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

5. Missed deferral QNEC

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

6. 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

7. safe harbor excluded groups

   By WCC, May 20, 2013   

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

8. Puerto Rico Deferral Limit

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

9. Eligibility for PS Contribution - Controlled Group Issue

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

10. Company Stock Intraday Trading

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • January 22, 2003

11. Limits for Individual covered by multiple plans

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

12. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.5k views
    • 
    • Doc Ument
    • October 17, 2019

13. 401(k) distributions upon death

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

14. EGTRRA impact on coordination of deferrals

    By Guest Ralph, September 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2001

15. IRS deleting trust EINs

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

16. 242(b) elections

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

17. 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

18. 404 limit with 2 plan years

    By Jim Chad, December 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • December 22, 2001

19. Controlled Group Testing

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

20. 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

21. 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

22. 404 and deferrals from after-year-end bouns.

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

23. 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

24. Group Trusts

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

25. 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

26. Amount available for hardship

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

27. Regulations for the Virgin Islands

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

28. Suspensions of 401(k) Match

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

29. Prior Plan Year Testing Method

    By Guest Edward McElroy, January 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • Chester
    • January 29, 1999

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

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

31. 401(k) Small Employer - 4 F/T employees

    By Guest, August 25, 1999
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • September 1, 1999

32. 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

33. Perhaps Contrast Amongst Loans and Hardship Distributions; May Only Employed Participants Avail of Hardship Distributions?

    By Kent Allard, February 27, 2024
    • 8 replies
    • 1.5k views
    • 
    • Paul I
    • February 28, 2024

34. Principal 401k Unimpressive earnings/ Rollover

    By vvasi9, June 12, 2015
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • June 12, 2015

35. NSCC Trading

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

36. Ineligible Employee Deferrals

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

37. Rebalance a Particpant Account 401K DBP

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

38. 415 Comp...

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

39. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered, September 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • September 27, 2001

40. Contribution for Former Employees

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

41. Employee contributions treated as Employer Contribs

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

42. Suspicious Match

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

43. New Employer Short Plan Year

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

44. would black out notice be required?

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

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

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

46. 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

47. avoiding and correcting liability for prohibited transactions

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

48. IRA Rollover into 401(k) Plan

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

49. 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

50. 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