401(k) Plans

19,275 topics in this forum

1. Plan left a controlled group

   By calexbraska, July 24, 2018
   • 4 replies
   • 4.7k views
   • 
   • Tom Poje
   • July 25, 2018

2. Yet Another 404(a)(5) Thread for Recordkeepers

   By Gadgetfreak, August 3, 2012
   • 28 replies
   • 4.7k views
   • 
   • Gadgetfreak
   • August 8, 2012

3. Non US Citzen Non-Spouse Beneficiary

   By Guest glhotdog, August 6, 2008
   • 4 replies
   • 4.7k views
   • 
   • GMK
   • August 6, 2008

4. Benefits, Rights, and Features

   By Guest ghenson08, December 11, 2012
   • 19 replies
   • 4.7k views
   • 
   • Guest
   • March 7, 2013

5. Fidelity Short Term Redemption Fees!

   By Guest Sehrl, January 26, 2004
   • 12 replies
   • 4.7k views
   • 
   • wsp
   • September 26, 2005

6. ADP / ACP Tests & Match Forfeitures vs. Refund

   By CLE401kGuy, March 1, 2018
   • 3 replies
   • 4.7k views
   • 
   • Tom Poje
   • March 2, 2018

7. Deferrals Based on Non-Compete Payments?

   By Christine Roberts, March 20, 2002
   • 16 replies
   • 4.7k views
   • 
   • IRC401
   • March 21, 2002

8. Multiple Employer Plan (PEO) and successor plan rules

   By pmacduff, December 27, 2013
   • 5 replies
   • 4.7k views
   • 
   • pmacduff
   • January 2, 2014

9. Coverage Testing and Fail Safe Language

   By justatester, June 25, 2012
   • 12 replies
   • 4.7k views
   • 
   • movedon
   • August 5, 2012

10. Credential Sharing is Here...

    By austin3515, May 13, 2010
    • 32 replies
    • 4.7k views
    • 
    • austin3515
    • May 20, 2010

11. 401K Deferral Deducted in Error

    By Guest Montgoyk, April 13, 2007
    • 1 reply
    • 4.7k views
    • 
    • masteff
    • April 13, 2007

12. Pre-Entry Date Compensation

    By Nassau, January 4, 2013   

    • Safe Harbor Contributions
    • 1 reply
    • 4.7k views
    • 
    • Jim Chad
    • January 5, 2013

13. Correction for deferral made after hardship withdrawal

    By BG5150, January 5, 2015
    • 1 reply
    • 4.7k views
    • 
    • Tom Poje
    • January 6, 2015

14. Military Leave

    By Guest At Peace, March 3, 2003
    • 16 replies
    • 4.7k views
    • 
    • Belgarath
    • April 14, 2003

15. Overpayment from 401(k) plan

    By Guest sheTexasHammer, March 4, 2009
    • 5 replies
    • 4.7k views
    • 
    • QDROphile
    • March 5, 2009

16. Subsidiary & spinoff

    By R. Butler, August 11, 2006
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • August 11, 2006

17. Employer Contributions for SIMPLE to 401(k) SECURE 2.0

    By justanotheradmin, January 31, 2024
    • 30 replies
    • 4.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 28

18. Spin-Off - When is it appropriate to do a spin-off 401(k)?

    By MrsMacias, June 6, 2022
    • 12 replies
    • 4.7k views
    • 
    • Nate S
    • June 11, 2022

19. MERGER, CONSOLIDATION OR SUBSTITUTION??

    By Guest LARRY, August 25, 1998
    • 4 replies
    • 4.7k views
    • 
    • Guest
    • September 19, 1998

20. 401k only - coverage failure

    By Guest M. Martin, March 10, 2007
    • 3 replies
    • 4.7k views
    • 
    • Tom Poje
    • March 13, 2007

21. VEBA 501c9

    By fidu, June 27, 2002
    • 7 replies
    • 4.7k views
    • 
    • Ron Snyder
    • July 12, 2002

22. reversion of assets and safe harbor plan

    By Tom Poje, April 2, 2015
    • 13 replies
    • 4.7k views
    • 
    • Mike Preston
    • November 10, 2017

23. Correction for untimely Contributions

    By Guest Kathleen, September 29, 1998
    • 2 replies
    • 4.7k views
    • 
    • QDROphile
    • September 29, 1998

24. Revenue Sharing

    By Guest texasactuary, August 20, 2004
    • 15 replies
    • 4.7k views
    • 
    • alanm
    • September 7, 2004

25. Surrender insurance and transfer CV into other assets in the Plan

    By cdavis25, July 23, 2013
    • 12 replies
    • 4.7k views
    • 
    • Bird
    • July 26, 2013

26. Failure To Update Change In Elective Deferral

    By Guest jmlumpkin, July 22, 2004
    • 11 replies
    • 4.7k views
    • 
    • mschwechter
    • July 28, 2004

27. One person LLC w/1 Employee - Solo 401k?

    By jsmith1985, November 23, 2014
    • 24 replies
    • 4.7k views
    • 
    • jsmith1985
    • December 17, 2014

28. Is an SMM required

    By cpc0506, July 18, 2013
    • 14 replies
    • 4.6k views
    • 
    • ForksnKnives
    • July 22, 2013

29. 401k loan default

    By Guest hsocwarren, March 26, 2007
    • 4 replies
    • 4.6k views
    • 
    • rcline46
    • March 26, 2007

30. Non-cash prizes and awards

    By Guest FAQ, April 17, 2008
    • 5 replies
    • 4.6k views
    • 
    • Mike Preston
    • April 22, 2008

31. 401k plan selection

    By Guest FtCollins, April 16, 2011
    • 11 replies
    • 4.6k views
    • 
    • SFSD
    • April 18, 2011

32. Per Diem Employees

    By Coleboy1, May 4, 2022
    • 3 replies
    • 4.6k views
    • 
    • FormsRstillmylife
    • May 9, 2022

33. How does one calculate orphaned matching contributions (following retu

    By Guest pjb, February 28, 2003
    • 10 replies
    • 4.6k views
    • 
    • Guest
    • March 21, 2003

34. IRS Looking for a GUST Restatement

    By austin3515, August 18, 2014
    • 41 replies
    • 4.6k views
    • 
    • austin3515
    • August 21, 2014

35. Safe Harbor Plans - ADP/ACP Testing Method

    By Leopurrd, June 7, 2006
    • 11 replies
    • 4.6k views
    • 
    • Guest
    • June 19, 2006

36. 401(k)/(m) testing in a top heavy plan

    By Guest Beavis, September 24, 1998
    • 2 replies
    • 4.6k views
    • 
    • Dawn Hafner
    • September 24, 1998

37. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • October 25, 2003

38. Rollover/Transfer of 401K Funds

    By Guest John P., May 29, 2013   

    • 401K rollovers
    • direct 401k transfers
    • (and 1 more)

      Tagged with:

      • 401K rollovers
      • direct 401k transfers
      • IRS rollover documentation
    • 7 replies
    • 4.6k views
    • 
    • Appleby
    • June 3, 2013

39. plan audits

    By Guest CAM223, March 10, 2005
    • 25 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • March 21, 2005

40. Lump Sum Distributions

    By Guest robin s vatalaro, September 19, 1998
    • 4 replies
    • 4.6k views
    • 
    • Guest
    • September 23, 1998

41. IRS Audit - missing original plan document

    By Guest ubpMR, May 2, 2002
    • 16 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 6, 2002

42. Self Employed 401k -Multiple Plans Issue

    By SJones, November 15, 2017
    • 28 replies
    • 4.6k views
    • 
    • Mike Preston
    • September 25, 2018

43. 401(k) immediate entry - match/PS 1 year wait, dual entry - how do yo

    By Guest MEGary, December 28, 2000
    • 15 replies
    • 4.6k views
    • 
    • austin3515
    • October 18, 2002

44. 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

45. New Comp Profit Sharing As QNEC

    By Guest Lawrenceg, April 10, 2007
    • 15 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 17, 2007

46. Help with formula

    By Pink cupcake, May 4, 2021
    • 6 replies
    • 4.6k views
    • 
    • Bri
    • May 4, 2021

47. Auto Enrollment for New Plans - Auto Enroll Everyone or New Hires?

    By austin3515, December 5, 2023
    • 34 replies
    • 4.6k views
    • 
    • RatherBeGolfing
    • January 24

48. Leased Employee

    By Guest mol, October 14, 2004
    • 10 replies
    • 4.6k views
    • 
    • alanm
    • October 18, 2004

49. Calculating earnings on ADP refunds

    By Guest cohenron, February 29, 2004
    • 4 replies
    • 4.6k views
    • 
    • Harwood
    • March 1, 2004

50. Non-Partner 401(k) Contributions & Earned Income

    By Nate X, August 13, 2012
    • 13 replies
    • 4.6k views
    • 
    • mbozek
    • August 15, 2012