401(k) Plans

19,276 topics in this forum

1. USERRA

   By Guest djn, August 30, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 30, 2007

2. Excess Deferral

   By mmustafa, March 2, 2018
   • 7 replies
   • 1.4k views
   • 
   • Tom Poje
   • March 7, 2018

3. Deadlines for new plans (2022)

   By 401kay, August 16, 2022
   • 11 replies
   • 1.4k views
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   • Bri
   • August 22, 2022

4. Safe Harbor / Different Eligibility for 401k and PS

   By CLE401kGuy, January 25, 2012
   • 3 replies
   • 1.4k views
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   • Bill Presson
   • January 25, 2012

5. 8717

   By Guest Wolves1962, November 14, 2005
   • 3 replies
   • 1.4k views
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   • Blinky the 3-eyed Fish
   • November 14, 2005

6. IRS Matching 1120's and 5500's

   By austin3515, March 18, 2014
   • 5 replies
   • 1.4k views
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   • austin3515
   • March 18, 2014

7. Employer Contributions

   By Guest Becki625, July 14, 2006
   • 2 replies
   • 1.4k views
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   • Guest
   • July 26, 2006

8. Change from ESOP to P/S

   By Guest Lucy, March 16, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • March 16, 1999

9. Letter to employer with 404a notices

   By Jim Chad, July 26, 2012
   • 2 replies
   • 1.4k views
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   • Bird
   • July 30, 2012

10. Fiduciary issue

    By dmb, August 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 7, 2001

11. Eligible for Loan?

    By Guest BJW, September 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 20, 2001

12. Effect of 401(k) Deferrals on E/er 15% Deduction Limit on Contribution

    By chris, June 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • June 8, 1999

13. 401K testing

    By Guest sbg, September 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

14. ADP Testing

    By Archimage, November 25, 2003
    • 9 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 26, 2003

15. Limits for off-calendar plan years

    By CJS07, August 30, 2007
    • 1 reply
    • 1.4k views
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    • WDIK
    • August 30, 2007

16. Safe Harbor, Forfeitures and Top Heavy

    By PMC, January 7, 2009
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • January 7, 2009

17. Missed Deferral - One Payroll

    By sdix401k, August 24, 2017
    • 3 replies
    • 1.4k views
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    • sdix401k
    • August 24, 2017

18. Timing of Safe-Harbor Notice for amended plan

    By Guest PCS Inc, August 8, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 9, 2007

19. Beneficiary options

    By Guest Theresa, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 15, 2000

20. Retirement Plan Newsletters

    By Guest willow, May 23, 2005
    • 4 replies
    • 1.4k views
    • 
    • J2D2
    • May 24, 2005

21. allocation of forfeitures

    By Guest le190, September 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 30, 1999

22. Contributing while disabled

    By Guest Pennysaver, August 20, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 4, 2009

23. Controlled Group 401(k)

    By Guest W J Parks, August 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2001

24. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • April 24, 2001

25. I am trying to find a good example of how coverage testing works.

    By Guest hitt24, October 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • October 3, 2000

26. Permitted IRA Rollover?

    By richard, November 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 24, 1999

27. Major disaster and hardship withdrawals

    By Guest PSHowell, October 7, 2004
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • October 8, 2004

28. Corp. Tax Deadline

    By Guest CCarter, January 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • January 9, 2003

29. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • January 24, 2001

30. Minimum Deferral %

    By stevena, September 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • stevena
    • September 30, 2005

31. Existing Sep, add SoloK, Possible Controlled group

    By K-t-F, November 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • November 24, 2004

32. Restrictions on Matched Employee Contributions or 401(k) Contributions

    By Guest rocnrols2, October 27, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 27, 2005

33. Loan Default

    By Guest benefitsanalyst, July 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

34. 401K early withdrawal...

    By Guest Carl C, December 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • December 28, 2002

35. ADP Test in Plan Termination Year

    By Guest Giovanni, September 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2004

36. purchased by private equity firm

    By AlbanyConsultant, May 23
    • 9 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 27

37. Roth deductions

    By 52626, May 13, 2016
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • May 13, 2016

38. Paying TPA Fees from Plan Assets

    By Pensions2020, December 4, 2020
    • 3 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • December 4, 2020

39. Basic Plan Design

    By Gary, March 30, 2005
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 30, 2005

40. Fees for conversion to new TPA - Settlor or not?

    By TBob, October 20, 2005
    • 0 replies
    • 1.4k views
    • 
    • TBob
    • October 20, 2005

41. Schedule I Line 4a

    By austin3515, July 13, 2006
    • 4 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 14, 2006

42. granting credit for years of prior service

    By Gudgergirl, July 15, 2010
    • 0 replies
    • 1.4k views
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    • Gudgergirl
    • July 15, 2010

43. Company Merger but More Generous Match was not provided for in the Updated Plan

    By Bob the Swimmer, April 21, 2021
    • 11 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • April 23, 2021

44. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 1, 2001

45. Maximum Elective Deferral Limit in a Safe Harbor 401(k)

    By Guest PB&J, July 22, 2005
    • 4 replies
    • 1.4k views
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    • austin3515
    • July 27, 2005

46. Rev. Proc. 2005 - 66 - Parent Controlled Group Election

    By rocknrolls2, December 29, 2005
    • 0 replies
    • 1.4k views
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    • rocknrolls2
    • December 29, 2005

47. Deduction of 401k Contribution for Schedule C Employee

    By Pam S., November 21, 2019
    • 2 replies
    • 1.4k views
    • 
    • Pam S.
    • November 26, 2019

48. Hardship Suspensions

    By Guest kmathis, April 24, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • April 24, 2007

49. Otherwise excludible - 0 NHCES

    By Guest Chris May, March 5, 2003
    • 7 replies
    • 1.4k views
    • 
    • Archimage
    • April 9, 2003

50. 2008 corrective Distributions

    By Guest Butterfly, January 26, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2009