401(k) Plans

19,275 topics in this forum

1. Defaulted loan installment used to satisfy a 70 1/2 required minimum

   By Moe Howard, January 8, 2001
   • 0 replies
   • 1.4k views
   • 
   • Moe Howard
   • January 8, 2001

2. Should I contribute

   By Guest Mike Schwing, November 20, 2003
   • 2 replies
   • 1.4k views
   • 
   • ccassetty
   • November 20, 2003

3. Match Reinstatement - What to do with ACP Testing???

   By heygents, June 26, 2013
   • 3 replies
   • 1.4k views
   • 
   • Kevin C
   • June 27, 2013

4. mental block... Max Allocation... SH MATCH/pro rata ER

   By K-t-F, December 20, 2007
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • December 20, 2007

5. Money Purchase Plan Term mid year

   By Guest NeophiteTPA, March 24, 2006
   • 1 reply
   • 1.4k views
   • 
   • Ron Snyder
   • March 30, 2006

6. Form 5300 Question

   By Scott, November 6, 2001
   • 0 replies
   • 1.4k views
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   • Scott
   • November 6, 2001

7. Recognize Service for Eligibility and Vesting

   By DP, February 16, 2007
   • 4 replies
   • 1.4k views
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   • DP
   • February 20, 2007

8. ACP test

   By Guest dstran, March 31, 2006
   • 2 replies
   • 1.4k views
   • 
   • Archimage
   • March 31, 2006

9. Doctor's Catchup Contribution for 2015

   By Pammie57, August 1, 2016
   • 10 replies
   • 1.4k views
   • 
   • QDROphile
   • August 2, 2016

10. Loan default in Safe Harbor Source

    By Guest EPC, October 29, 2004
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • November 1, 2004

11. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2004

12. RMD

    By Guest Ted Kowalchuk, CFP, CFS,, March 13, 2006
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • March 13, 2006

13. Top Heavy Distribution

    By MBCarey, July 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 15, 2003

14. Graduated Matching Formula

    By TPA Bob, March 23, 2007
    • 7 replies
    • 1.4k views
    • 
    • TPA Bob
    • March 26, 2007

15. Top Heavy Determination

    By Guest AHS527, June 6, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 2011

16. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2010

17. YOS credited when?

    By Guest JPIngold, December 11, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2009

18. How to treat the last Payroll paid the following plan yearlan year treatment

    By AdKu, September 25, 2017
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 26, 2017

19. Compensation definition and different matching rates

    By Guest dob, September 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

20. VFCP Application - Excise Tax Paid To Plan

    By sdix401k, June 7, 2018
    • 3 replies
    • 1.4k views
    • 
    • sdix401k
    • June 8, 2018

21. How to get your 401(k) plan changed

    By Guest Clifton Linton, April 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2001

22. Rejected Loan Repayments

    By Guest Joe401K, July 3, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 5, 2010

23. Amending a W-2 for 401k

    By austin3515, February 29, 2012
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • March 1, 2012

24. Controlled Group or not?

    By Guest Lil Anderson, December 21, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2006

25. Quick Controlled Group Question

    By metsfan026, January 27, 2022
    • 10 replies
    • 1.4k views
    • 
    • Jakyasar
    • January 29, 2022

26. Distribution Approval and Security

    By Tom, November 21, 2024
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 25, 2024

27. 401(k) vs. 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 7, 2000

28. Who gets top heavy minimum?

    By jquazza, March 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 24, 2004

29. What to do with the money?

    By Guest A_Dude, December 5, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 6, 2012

30. Eligibility for Safe Harbor 401(k) Plans

    By MBCarey, January 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 26, 2004

31. Signing Bonus

    By DTH, July 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • July 26, 2005

32. SH 3% non-elective with matching

    By Richard Anderson, November 19, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • November 22, 2010

33. RFP's

    By Guest tracyzimmer, April 12, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2002

34. IRS Audit

    By justatester, February 24, 2012
    • 7 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2012

35. Compensation in Foreign Currency

    By Guest Iwonder, August 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2006

36. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • June 28, 2006

37. Related Money Purchase Rollover in 401(k) Profit Sharing Plan

    By CLE401kGuy, January 16, 2014
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • March 9, 2018

38. Issue Snapshot — Deductibility of employer contributions to a 401(k) plan made after the end of the tax year

    By Jakyasar, July 17, 2023
    • 12 replies
    • 1.4k views
    • 
    • Belgarath
    • July 21, 2023

39. Minimum Req's for Merger of two 401(k) Plans

    By chris, December 21, 2006
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • January 2, 2007

40. 401(k) Plan Fees

    By Guest catdamico, September 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 2001

41. EPCRS

    By Guest nmyers, March 23, 2010
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • March 23, 2010

42. 401k - 2 Weeks Notice After 1,000 Hours But Before Vested

    By Vested2020, February 19, 2020   

    • 401k
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 20, 2020

43. Postpone Start of Safe Harbor 401(k)??

    By chris, March 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Richard Anderson
    • March 23, 2001

44. Search For New 401(k) Provider

    By Guest DBS1, October 29, 2008
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • October 29, 2008

45. What should be done with match associated with excess contributions wh

    By John A, March 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2000

46. Compensation used for Safe Harbor

    By Guest allyson, June 21, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • June 21, 2006

47. When to RFP

    By Guest gmykytyn, September 20, 2006
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • September 21, 2006

48. SIMPLE 401(k)

    By Randy Watson, October 14, 2005
    • 0 replies
    • 1.4k views
    • 
    • Randy Watson
    • October 14, 2005

49. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 15, 2015

50. Can I make this amendment effective 1/1/17?

    By ERISA-Bubs, November 16, 2017
    • 14 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 17, 2017