401(k) Plans

19,337 topics in this forum

1. Participant Loans

   By austin3515, August 25, 2004
   • 3 replies
   • 1.5k views
   • 
   • austin3515
   • August 25, 2004

2. Reliance on determination letter

   By Guest VEBA Las Vegas, August 3, 2004
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 3, 2004

3. Testing Prevailing Wage and PS together

   By justanotheradmin, October 15, 2018
   • 5 replies
   • 1.5k views
   • 
   • BG5150
   • October 17, 2018

4. prior year terminated participants

   By Chippy, July 16, 2010
   • 4 replies
   • 1.5k views
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   • Tom Poje
   • July 16, 2010

5. Full Scope Audit

   By Guest contman, August 6, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 9, 2002

6. 401K & Roth IRA in same year?

   By Guest Harrydoodl, March 25, 2001
   • 1 reply
   • 1.5k views
   • 
   • wmyer
   • March 25, 2001

7. Auto enrollment & Control Groups

   By Guest M. Martin, May 16, 2007
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • May 16, 2007

8. Compensation and 1099 Dividends

   By Lori H, March 6, 2009
   • 4 replies
   • 1.5k views
   • 
   • TPA Bob
   • March 7, 2009

9. Loans to Participant Spouses under 401(k) Plan

   By Guest aprilk1, January 17, 2003
   • 1 reply
   • 1.5k views
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   • 2muchstress
   • January 17, 2003

10. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.5k views
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    • k man
    • October 22, 2003

11. IRS Filing Requirements

    By dragondon, September 7, 2023
    • 9 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • September 12, 2023

12. $170k Annunal Compensation Limits in Year End Testing

    By Guest Jennifer M., May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 23, 2002

13. Loans & Hardships

    By Brian Gallagher, March 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 17, 2003

14. Top Heavy 401(k) and early participation coverage issue

    By Guest f1234, January 27, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 27, 2005

15. ADP or 415 Correction

    By Guest saotampa, August 10, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 10, 2007

16. Automatic step-up of deferral rates

    By AlbanyConsultant, March 14, 2005
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • March 14, 2005

17. Cross tested allocation

    By Guest Jane Freeman, September 3, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 10, 1999

18. Safe harbor 401(k)

    By chris, September 14, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

19. Letter to employer with 404a notices

    By Jim Chad, July 26, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • July 30, 2012

20. Profit Sharing Retirement Plan Distribution

    By Guest denali52, June 26, 2003
    • 3 replies
    • 1.5k views
    • 
    • BFree
    • June 26, 2003

21. Form 5310

    By ERISA25, December 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 13, 2012

22. Investment in Closely Held ER stock

    By Guest KoreAmBear, December 10, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2005

23. Evergreen Deferral Election for Sched C / K-1

    By austin3515, December 21, 2012
    • 6 replies
    • 1.5k views
    • 
    • 12AX7
    • December 21, 2012

24. Should a CODA plan be designed(or amended) to comply with the Safe Har

    By Guest Alex Calin, July 5, 1999
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 2001

25. safe harbor, new plan, eligible but not yet entered?

    By Guest francegirl, September 29, 2011
    • 9 replies
    • 1.5k views
    • 
    • austin3515
    • September 30, 2011

26. Excess Contributions - Roth with Loss

    By Lou S., February 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • February 5, 2009

27. Match Forfeit

    By Guest Mike Schwing, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • January 28, 2003

28. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Leopurrd
    • July 16, 2007

29. Questions re: 2000-3

    By KJohnson, January 8, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2000

30. MP to SH 401 midyear

    By K-t-F, January 13, 2005
    • 6 replies
    • 1.5k views
    • 
    • Archimage
    • January 17, 2005

31. Self-employed 401K contribution limits

    By Guest evphd, February 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • March 8, 2005

32. Can Rev. Rul. 2000-27 be applied retroactively, for example to a sale

    By Scott, October 31, 2000
    • 0 replies
    • 1.5k views
    • 
    • Scott
    • October 31, 2000

33. Unused Forfeiture

    By TH 401k, January 8, 2025
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 8, 2025

34. Catch-Up Contributions

    By Guest mingblue, July 23, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 23, 2008

35. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 1999

36. match forfeitures

    By Guest mk2308, March 9, 2005
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • June 20, 2005

37. Amending a Safe Harbor Plan

    By Archimage, November 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2007

38. Should I terminate my 401k.

    By Guest Joe P, August 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 6, 1999

39. Testing "Most" Otherwise Excludibles Separately

    By austin3515, February 3, 2015
    • 17 replies
    • 1.5k views
    • 
    • MrKnowItLittle
    • February 5, 2015

40. Commonly Controlled Businesses

    By Guest Tim Breedlove, August 3, 2000
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • August 3, 2000

41. QNEC for HCEs

    By Übernerd, March 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 19, 2005

42. Participant, age 76. Can he still make elective salary deferrals?

    By Guest Donna Henderson, December 14, 2000
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • December 14, 2000

43. Funding PS contribution

    By bzorc, June 3, 2011
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • June 9, 2011

44. Employer stock as matching contribution

    By Guest Melissa Winslow, October 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • October 7, 1999

45. Advantage to limit deferrals to high % of comp?

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 1, 2015

46. Lost earnings rate of return

    By cpc0506, November 4, 2014
    • 4 replies
    • 1.5k views
    • 
    • ESOP Guy
    • November 6, 2014

47. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin, September 19, 2023
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • September 20, 2023

48. Minimum Age Requirements

    By Guest caddieadmin, March 11, 2007
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • March 11, 2007

49. Using Different Comp numbers for Deferral and Match

    By MWeddell, February 25, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alf
    • February 25, 2000

50. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 21, 2003