401(k) Plans

19,321 topics in this forum

1. 3% Contribution For A Top Heavy Plan

   By Guest Jennifer M., June 22, 2001
   • 1 reply
   • 1.4k views
   • 
   • pmacduff
   • June 22, 2001

2. Control Group Multiple Plans

   By Guest padmin, August 18, 2006
   • 2 replies
   • 1.4k views
   • 
   • Tom Poje
   • August 18, 2006

3. Question about employer stock?

   By Guest lawdawg, July 18, 2001
   • 1 reply
   • 1.4k views
   • 
   • MWeddell
   • July 19, 2001

4. Elect out of 401(k)plan

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

5. Subject: Using Yr. #1 Forfeitures in Yr. #2

   By Guest Mindy, June 28, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 28, 2000

6. Any amendments needed for plan termination besides GUST?

   By Guest Tom Collins, August 10, 1999
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • August 24, 1999

7. plan loans

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

8. Failure to make safe harbor/profit sharing contribution

   By Doghouse, September 2, 2014
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • September 4, 2014

9. Formulas for determining annual profit sharing contributions

   By LCARUSI, January 18, 2002
   • 0 replies
   • 1.4k views
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   • LCARUSI
   • January 18, 2002

10. 401k and Deferred Compensation Plan for Select Employees

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

11. 401(k) safe harbor plan language

    By jkharvey, January 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • M R Bernardin
    • January 11, 2000

12. Employer Contributions Due the Plan

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

13. Late reporting of Form 5500 Schedule SSA Participants

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

14. Failed Coverage Test

    By PFranckowiak, February 26, 2018
    • 11 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 27, 2018

15. Compensation and the minimum gateway test

    By Tom, January 20, 2024
    • 2 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • January 22, 2024

16. Finding Missing Participants

    By Guest CarolynA, November 8, 2012
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • November 9, 2012

17. IRA and 401k

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

18. restatement for off plan year who is terminating

    By Guest terid, June 19, 2002
    • 3 replies
    • 1.4k views
    • 
    • Alf
    • July 3, 2002

19. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz, November 19, 2021   

    • distributions
    • anti-cutback
    • (and 1 more)

      Tagged with:

      • distributions
      • anti-cutback
      • mergers
    • 3 replies
    • 1.4k views
    • 
    • gholtz
    • December 9, 2021

20. Double Deductibility = "flip-flop" ??

    By Guest, June 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2000

21. Control Group Question

    By Guest Don J. Smith, April 6, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 6, 2001

22. Prototypes

    By Guest pjb, July 9, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • July 10, 2003

23. Annual Additions--include dependent care account?

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

24. PPA amendments

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

25. 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

26. Hardship Options

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

27. same old 414 game?

    By gregburst, December 13, 2013   

    • if it walks like a duck . . .
    • 4 replies
    • 1.4k views
    • 
    • Bantais
    • October 29, 2025

28. Employer Contributions

    By Guest genfre, August 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 1, 2001

29. Baptist Church & 401(k) Plan

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2007
    • 2 replies
    • 1.4k views
    • 
    • Fisher
    • January 9, 2007

30. Ineligible participant received loan

    By Erin L, June 20, 2023
    • 7 replies
    • 1.4k views
    • 
    • Centerstage
    • July 5, 2023

31. Coverage & Participation Fails

    By Gadgetfreak, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • September 17, 2009

32. 401(k)

    By Guest ACE, July 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 24, 2003

33. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 20, 1999

34. 2001 5500 - Distributions of loan balances with separation from servic

    By Guest Consult401k, April 11, 2002
    • 4 replies
    • 1.4k views
    • 
    • JohnCheek
    • April 13, 2002

35. Amount of Corrective QNEC

    By CLE401kGuy, December 20, 2011
    • 0 replies
    • 1.4k views
    • 
    • CLE401kGuy
    • December 20, 2011

36. SECURE ACT Non-elective contribution notice

    By imchipbrown, December 24, 2019
    • 4 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 26, 2019

37. Withholding Hardship Dist.

    By Hoard1, August 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • August 25, 1999

38. Failed ADP Test Really Passes

    By goldtpa, May 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • goldtpa
    • May 9, 2007

39. Automatic enrollment and deferral increase

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

40. Distribution made directly from Employer and not trust

    By jkharvey, February 26, 2007
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • February 27, 2007

41. ADP/ACP Testing

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

42. Timing of safe-harbor 401(k) amendment? Effect of distributing safe-h

    By John A, January 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • January 5, 2001

43. (Cheese and) QACAs plus EACAs

    By zimbo, November 16, 2007
    • 0 replies
    • 1.4k views
    • 
    • zimbo
    • November 16, 2007

44. 1999 1099-R: Loans

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

45. Life insurance in Profit Sharing Plan

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

46. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.4k views
    • 
    • mbozek
    • July 25, 2003

47. Rollovers

    By ERISAWiz, March 4, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • March 5, 2015

48. Earned Income Calculation

    By Fred Payne, December 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Fred Payne
    • December 1, 2001

49. Penalty for not distributing 404a

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

50. How is a fiduciary penalized for engaging in a "conflict of inter

    By Moe Howard, May 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Jon Chambers
    • May 3, 2001