401(k) Plans

19,275 topics in this forum

1. Top Heavy Paired Plans

   By austin3515, January 3, 2003
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • January 5, 2003

2. Different deferral limit for HCE?

   By Guest wallacea, January 9, 2002
   • 2 replies
   • 1.4k views
   • 
   • MGB
   • January 9, 2002

3. Self-Correction

   By Belgarath, January 28, 2013   

   • Catch-up eligible
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • January 28, 2013

4. General Testing

   By justatester, January 26, 2010
   • 4 replies
   • 1.4k views
   • 
   • justatester
   • January 26, 2010

5. Excess Contribution question

   By fiona1, October 3, 2006
   • 3 replies
   • 1.4k views
   • 
   • BG5150
   • October 4, 2006

6. Commonly owned companies and acting as trustee

   By Guest gkare, April 30, 2004
   • 2 replies
   • 1.4k views
   • 
   • jquazza
   • April 30, 2004

7. safe harbor match for th minimum

   By Guest billy bong, March 30, 1999
   • 1 reply
   • 1.4k views
   • 
   • Lynn Campbell
   • March 31, 1999

8. 415 defined contribution dollar limit for spouses

   By billfgrady, November 30, 2005
   • 2 replies
   • 1.4k views
   • 
   • billfgrady
   • November 30, 2005

9. Key Employee

   By Guest jstout2507, October 13, 2002
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • October 14, 2002

10. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 1, 2003

11. use of match for minimum benefit in top heavy plan

    By AndyH, February 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • February 11, 2002

12. Cavanaugh Investigations, P.C.

    By austin3515, January 6, 2015
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • January 8, 2015

13. Davis-Bacon 401(k)

    By Guest merlin, November 6, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 6, 2002

14. safe harbor in the new 401(k) regs

    By Guest anne1, December 9, 2005
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2005

15. Salary Deferral contributions and Sections 404 deduction limits

    By Guest Amy Harle, July 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • July 26, 2001

16. Distributions-terminations

    By Guest Allen Radin, July 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 27, 2001

17. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • February 27, 2002

18. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.4k views
    • 
    • Jason1975
    • February 13, 2020

19. recouping contributions to an employee's 401(k) plan

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 13, 2003

20. operational error?

    By Guest jfp, July 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • J. Bringhurst
    • July 31, 2003

21. 401(k) plan for LLC

    By bzorc, November 13, 2003
    • 4 replies
    • 1.4k views
    • 
    • chris
    • November 16, 2003

22. Are there ANY circumstances when a participant may cash out or rollover their 401k monies if they are not terminated, disabled or have passed away?

    By Guest Michael Anderson, February 5, 2004
    • 9 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • February 5, 2004

23. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

24. Eligibility

    By cdavis25, May 17, 2013
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2013

25. Form 5310

    By ERISA25, December 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 13, 2012

26. A little problem

    By Guest furiousfurrball, April 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2008

27. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • October 21, 2003

28. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 1, 2001

29. How do we set up a new safe harbor plan for 1999 after 3/1/99?

    By Lynn Campbell, March 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 1999

30. Retirement Plan EIN

    By Guest Bizitchie, January 4, 2011
    • 1 reply
    • 1.4k views
    • 
    • 401king
    • January 5, 2011

31. Participation Requirements Under 410(a)(1)(A)

    By Guest KHanvey, February 9, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 10, 2011

32. EAPs and 401(k)s

    By Guest qualified plan, September 22, 2004
    • 10 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2004

33. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 16, 2007

34. Notification for removing loan

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • May 26, 2011

35. Top Heavy under EGTRRA

    By Guest bogart126, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 7, 2002

36. Loan from a Rollover?

    By Fielding Mellish, July 17, 2018
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 18, 2018

37. 401(k) and SEP

    By R. Butler, September 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 20, 2001

38. Roth In Plan Conversions - Reportable on Form 945?

    By Guest Amborg2, December 20, 2010
    • 5 replies
    • 1.4k views
    • 
    • Beemer
    • January 21, 2011

39. Returning 2014 deferrals to correct 2013 ADP failure

    By fiona1, March 6, 2014
    • 6 replies
    • 1.4k views
    • 
    • MWeddell
    • March 7, 2014

40. Immediate entry if hired by XX Date..

    By jkharvey, March 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • PLAN MAN
    • March 31, 2007

41. 70 1/2 required distributions--changing mind after making initial elec

    By Guest Diane DuFresne, November 30, 2000
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • November 30, 2000

42. Safe Harbor 401k vs Asset Sale

    By gregburst, June 13, 2018
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • June 14, 2018

43. Minimum Age Requirements

    By Guest caddieadmin, March 11, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2007

44. Match Formula

    By Guest DTromb, October 27, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 28, 2006

45. GUST Remedial Amendment Period, current vs. prior year testing choice?

    By John A, July 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 13, 2001

46. Coverage Testing - adding terminees to get the test to pass

    By Guest crosseyetester, May 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • May 7, 2007

47. Employee for Qualified Plan purposes?

    By Guest bgiles, November 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2002

48. Match Forfeit

    By Guest Mike Schwing, January 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • Alf
    • January 28, 2003

49. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 21, 2001

50. Rollover or transfer from UK money purchase scheme

    By Guest JWBrown, March 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2000