401(k) Plans

19,321 topics in this forum

1. Key Confusion

   By Guest pensionproblems, February 23, 2012
   • 3 replies
   • 1.2k views
   • 
   • Bill Presson
   • February 23, 2012

2. Key Determination - Initial Plan Year

   By NW529, January 7, 2021   

   • top heavy
   • 2 replies
   • 1k views
   • 
   • FORMER ESQ.
   • January 7, 2021

3. Key Determination - Officer, need advice

   By stephen20, January 5, 2021
   • 7 replies
   • 1.3k views
   • 
   • C. B. Zeller
   • January 6, 2021

4. Key Employee

   By Jilliandiz, May 10, 2006
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • May 10, 2006

5. key employee

   By mehmgo, February 15, 2013
   • 1 reply
   • 964 views
   • 
   • Archimage
   • February 15, 2013

6. key employee

   By FJR, August 7, 2001
   • 2 replies
   • 2k views
   • 
   • david rigby
   • August 7, 2001

7. Key Employee

   By Guest jstout2507, October 13, 2002
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • October 14, 2002

8. Key Employee

   By Guest elang, June 10, 2014   

   • Top Heavy
   • 1 reply
   • 1.5k views
   • 
   • masteff
   • June 11, 2014

9. Key Employee and Family Attribution

   By Tom, March 16, 2023
   • 1 reply
   • 385 views
   • 
   • Bri
   • March 16, 2023

10. Key Employee Definition

    By Guest PWBAer, November 20, 1998
    • 1 reply
    • 2.6k views
    • 
    • MWeddell
    • November 20, 1998

11. Key Employee definition

    By Tom, June 2, 2025
    • 1 reply
    • 868 views
    • 
    • RELUCTANT_LAWYER
    • June 3, 2025

12. Key employee definition for top heavy

    By Tom, May 16, 2022
    • 3 replies
    • 1.3k views
    • 
    • Tom
    • May 17, 2022

13. Key Employee definition under EGTRRA

    By Guest Jane Freeman, November 15, 2001
    • 5 replies
    • 2.8k views
    • 
    • R. Butler
    • November 16, 2001

14. Key employee definition under EGTRRA

    By Brenda Wren, November 19, 2003
    • 3 replies
    • 1.4k views
    • 
    • Alf
    • November 19, 2003

15. key employee determination

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

16. Key Employee Determination

    By ErisaGeek, November 4, 2005
    • 1 reply
    • 2.5k views
    • 
    • buckaroo
    • November 15, 2005

17. Key employee determination

    By Guest KRettler, May 6, 2012
    • 2 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 7, 2012

18. Key employee Determination (1% owner)

    By jquazza, March 18, 2004
    • 3 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

19. Key employee determination in a short plan year

    By SW77, September 9, 2020
    • 0 replies
    • 414 views
    • 
    • SW77
    • September 9, 2020

20. Key employee determination when using predecessor service

    By TPAnnie, September 17, 2015
    • 14 replies
    • 1.8k views
    • 
    • TPAnnie
    • September 23, 2015

21. key employee due to attribution

    By MJ Hartman, September 3, 2003
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • September 4, 2003

22. Key Employee Question

    By Guest jefe96, February 11, 2005
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • February 12, 2005

23. Key Employees

    By Guest SharonB, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 1, 2003

24. Key Employees - Officer Test

    By Guest CCarter, January 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

25. Key Employees - Top Heavy

    By Guest Shaf, February 1, 2005
    • 6 replies
    • 4.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 4, 2005

26. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • April 2, 2013

27. Key/HCE?

    By pixmax, December 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 14, 2009

28. KSOP - Substantial and Recurring Contributions

    By EBECatty, February 21, 2017
    • 2 replies
    • 470 views
    • 
    • EBECatty
    • February 21, 2017

29. KSOP and Corporate Spinoff

    By Scott, August 19, 2004
    • 0 replies
    • 1.9k views
    • 
    • Scott
    • August 19, 2004

30. KYC Requirements for high volume small 401(k) Plans

    By Guest bankcompliancemanager, January 30, 2009
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • February 4, 2009

31. Land Held in Profit Sharing Plan will not sell

    By Pixie, May 5, 2009
    • 20 replies
    • 4.6k views
    • 
    • A Shot in the Dark
    • May 11, 2009

32. Land in profit sharing plan sold

    By Pixie, June 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 13, 2008

33. Land Investment in Plan

    By mjf06241972, August 14, 2018   

    • land 401k plan
    • 3 replies
    • 537 views
    • 
    • mjf06241972
    • August 14, 2018

34. Land purchase with 401k assets

    By Pixie, September 23, 2019   

    • real estate
    • 7 replies
    • 2k views
    • 
    • Christine Roberts
    • September 25, 2019

35. Language for investment option changes

    By Guest Brad Brewer, January 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 13, 1999

36. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

    By austin3515, September 15, 2016
    • 2 replies
    • 734 views
    • 
    • JRN
    • September 15, 2016

37. Large plan delinquent deposit determination

    By TPApril, October 26, 2024
    • 9 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • October 29, 2024

38. Large Plan Filer requiring CPA audit finds solution with Payroll Provider plan

    By Brenda Wren, November 2, 2007
    • 10 replies
    • 2k views
    • 
    • austin3515
    • November 12, 2007

39. Largest 401k providers?

    By Guest rdillman, April 15, 2003
    • 9 replies
    • 7.3k views
    • 
    • MWeddell
    • April 29, 2003

40. Last date to change SH Match to SH Nonelective

    By ConnieStorer, December 29, 2025
    • 12 replies
    • 830 views
    • 
    • austin3515
    • January 5

41. Last Day Allocation Condition

    By Vlad401k, April 5, 2018
    • 16 replies
    • 5k views
    • 
    • Bob H
    • November 14, 2022

42. Last Day Allocation Condition Beyond Plan Year

    By Gruegen, August 28, 2007
    • 5 replies
    • 2.6k views
    • 
    • SavingsRUS
    • March 23, 2015

43. Last Day Clause

    By Guest Sara H, December 16, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 17, 1998

44. Last day of Plan year

    By 30Rock, April 16, 2024
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • April 17, 2024

45. Last Day of Plan Year - Matching Contribution

    By abernat, May 11, 2016
    • 6 replies
    • 1.1k views
    • 
    • My 2 cents
    • May 11, 2016

46. Last Day of Plan Year 12/30?

    By MarZDoates, January 12, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2006

47. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.1k views
    • 
    • GMK
    • January 2, 2015

48. last day provision

    By EBDI, September 3, 2015
    • 8 replies
    • 1.7k views
    • 
    • rcline46
    • September 8, 2015

49. Last Day Requirement

    By erinak03, December 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • December 23, 2008

50. Last day requirement

    By cdavis25, February 24, 2011
    • 0 replies
    • 859 views
    • 
    • cdavis25
    • February 24, 2011