401(k) Plans

19,276 topics in this forum

1. Profit Sharing Retirement Plan Distribution

   By Guest denali52, June 26, 2003
   • 3 replies
   • 1.4k views
   • 
   • BFree
   • June 26, 2003

2. Summary Annual Reports

   By Guest T L Williamson, September 28, 1999
   • 1 reply
   • 1.4k views
   • 
   • John A
   • September 29, 1999

3. Multiple Employer Plans

   By Guest JTurner, May 9, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 12, 2000

4. General Test

   By justatester, September 28, 2012
   • 2 replies
   • 1.4k views
   • 
   • justatester
   • September 28, 2012

5. Operational failure of involuntary cash-outs and rollovers

   By 30Rock, April 8
   • 10 replies
   • 1.4k views
   • 
   • 30Rock
   • April 11

6. Permissible Withdrawals and Compliance Testing Impact

   By Jean, May 3, 2007
   • 0 replies
   • 1.4k views
   • 
   • Jean
   • May 3, 2007

7. Contribution Timing

   By Guest bbillik, July 20, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 20, 2005

8. May an employer design a plan with no payout until normal retirement age?

   By Peter Gulia, June 20, 2024
   • 17 replies
   • 1.4k views
   • 
   • Peter Gulia
   • June 23, 2024

9. What does the IRS need to merge a 401(k) and a profit sharing plan?

   By Guest Michael Anderson, June 27, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 27, 2001

10. IRS Audit

    By goldtpa, August 19, 2011
    • 4 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 20, 2011

11. "Double" Distribution

    By k man, April 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • bzorc
    • April 14, 2003

12. Which entry date do I use?

    By Guest RCAB, January 22, 2014   

    • hours
    • participation
    • (and 1 more)

      Tagged with:

      • hours
      • participation
      • eligibility
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • January 23, 2014

13. Discretionary match on top of SH match

    By AKconsult, November 20, 2018
    • 6 replies
    • 1.4k views
    • 
    • Doc Ument
    • November 23, 2018

14. Allocation Requirements Retro Waiver

    By LANDO, January 31, 2014   

    • Allocation Requirements Waive
    • 3 replies
    • 1.4k views
    • 
    • LANDO
    • February 3, 2014

15. QNEC Correction for improperly-excluded leased employees

    By Guest JackPoint, December 16, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2008

16. 401(k) contributions based on age & service

    By Guest Nautical, September 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 2005

17. What to do in a 401(k) merger where the plan to be merged was not prop

    By Guest ejohnson, April 19, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 1999

18. Fighting for a better 401(k)....

    By Guest blltnyc, July 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2001

19. Prevailing wage fringe benefit exemption

    By HrdWrkr, May 12
    • 3 replies
    • 1.4k views
    • 
    • Tom Veal
    • May 14

20. 6406 - Notice to Interested Parties

    By Guest robinmingle, January 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 2002

21. Can someone tell me the proper method of accomplishing a transfer of 4

    By Guest JBDixon, November 4, 1999
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • November 5, 1999

22. e-Delivery of Part. Fee Disclosures - Dazed and Confused

    By austin3515, June 20, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • June 23, 2014

23. PPA amendments

    By ERISA25, November 24, 2009
    • 2 replies
    • 1.4k views
    • 
    • ERISA25
    • November 30, 2009

24. Automatic enrollment and deferral increase

    By Guest LSULLIVAN, September 12, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 30, 2005

25. Multiple Employer Plan - one sponsor discontinues

    By Guest Moira, December 2, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2009

26. Sec 409A comp eligible for 401k deferrals?

    By Amanda Newell, February 7, 2018   

    • 409a
    • 401k
    • 3 replies
    • 1.4k views
    • 
    • Amanda Newell
    • February 8, 2018

27. After-Tax Contributions in a 401(k)

    By Guest Denise S. Prince, April 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • wmyer
    • April 9, 2002

28. Beneficiary - Spousal Consent

    By khn, February 14, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 14, 2018

29. Late reporting of Form 5500 Schedule SSA Participants

    By Guest William Zakowski, October 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • October 12, 2001

30. LLC Compensation and ADP ACP Tests

    By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 6, 2007

31. Elect out of 401(k)plan

    By Guest mbaker, February 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • February 7, 2000

32. Annual Additions--include dependent care account?

    By Guest Martha A. Hayner, May 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 2, 2001

33. Hardship Options

    By Guest andmik, September 13, 2010
    • 5 replies
    • 1.4k views
    • 
    • GMK
    • September 14, 2010

34. ADP or 415 Correction

    By Guest saotampa, August 10, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 10, 2007

35. plan loans

    By Guest lskin, October 3, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2005

36. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2001

37. Can existing 401(k) Plan be amended to include safe harbor provisions?

    By smm, December 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • 2muchstress
    • December 27, 2002

38. Employer Contributions Due the Plan

    By austin3515, October 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 12, 2002

39. Multiple Employer Plan to Single Employer Plan

    By justatester, May 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2009

40. IRA and 401k

    By Gadgetfreak, April 5, 2012
    • 7 replies
    • 1.4k views
    • 
    • K2retire
    • April 5, 2012

41. Disability Optional Forms of Distribution

    By Guest annabelle, March 29, 2005
    • 8 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 31, 2005

42. Safe Harbor Plan

    By PMC, May 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • PMC
    • May 22, 2001

43. What needs ot be done to reinstate a 401K plan?

    By Guest Amy Severson, May 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • May 24, 2001

44. Penalty for not distributing 404a

    By Jim Chad, July 11, 2012
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2012

45. 401(k)Plan Investment Policy Statements

    By Guest Brad Brewer, March 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 1999

46. ADP/ACP Testing

    By Guest jkrad, February 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 3, 2003

47. 1999 1099-R: Loans

    By Guest Melissa Winslow, February 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 7, 2000

48. Life insurance in Profit Sharing Plan

    By KevinMc, August 8, 2012
    • 2 replies
    • 1.4k views
    • 
    • KevinMc
    • August 9, 2012

49. Timing of safe harbor plans

    By Guest mad, July 6, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2004

50. EPCRS

    By Guest jhahn, August 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 20, 2002