401(k) Plans

19,321 topics in this forum

1. Asset Acquisition / Leased Service / Subsequent Hire

   By Guest Chaffee, September 21, 2004
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • September 23, 2004

2. 401(k)Plan Investment Policy Statements

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

3. 404(c) compliance

   By Guest le190, September 9, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 9, 1999

4. ACP Safe Harbor

   By Guest dmdoug, January 14, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • February 27, 2003

5. 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

6. Late contribution excise tax

   By Guest FAQ, September 30, 2004
   • 1 reply
   • 1.4k views
   • 
   • RCK
   • September 30, 2004

7. EPCRS

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

8. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

   By supernole, December 20, 2022
   • 8 replies
   • 1.4k views
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   • supernole
   • September 16, 2023

9. Sale of Substantially All the Assets Used in a Trade or Business - Def

   By Guest Gibson, December 21, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • December 21, 2000

10. acquire new company

    By mehmgo, August 27, 2013
    • 3 replies
    • 1.4k views
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    • 12AX7
    • August 30, 2013

11. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin, September 19, 2023
    • 3 replies
    • 1.4k views
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    • Peter Gulia
    • September 20, 2023

12. QACA safe harbor with delayed match eligibility

    By MWeddell, December 18, 2009
    • 0 replies
    • 1.4k views
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    • MWeddell
    • December 18, 2009

13. 2000 contributions

    By Guest ars, December 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 1999

14. Multiemployer 401(k) Plan

    By luissaha, July 29, 2013
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • July 30, 2013

15. Do you physically have to do a Top Heavy test?

    By Brian Gallagher, March 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

16. Top heavy contribution and leave of absence

    By blue, November 7, 2006
    • 0 replies
    • 1.4k views
    • 
    • blue
    • November 7, 2006

17. Out of the PEO

    By Guest Mike Schwing, November 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2002

18. Allocation of 401k/Roth EE contributions when annual IRS limit is reached

    By Linda Adams, September 25, 2017
    • 3 replies
    • 1.4k views
    • 
    • Linda Adams
    • September 26, 2017

19. SEP's and ERISA?

    By austin3515, December 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 2010

20. Stock Options in a 401K

    By Guest chant44, October 26, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 26, 1999

21. Supplemental Security Inocme

    By R. Butler, April 23, 2018
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • April 25, 2018

22. Plan is top heavy, and then Key EE takes a dist

    By Santo Gold, March 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • stephen
    • March 3, 2006

23. Keeping up with State Tax Withholding Requirements

    By 401king, May 17, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • May 17, 2012

24. Disability Optional Forms of Distribution

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

25. Mandatory Withholding

    By Guest MCarey1, April 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 27, 2004

26. Plan Administrator

    By GBurns, October 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • October 22, 2002

27. HCE Threshold - 2006 Publication 560

    By Guest CharlieLaur, May 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 9, 2007

28. ADP test eligible employee was excluded

    By blue, January 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 18, 2008

29. Elective Deferrals under Sec. 408(k)(6) in a 401(k) Plan

    By AdKu, October 20, 2016   

    • Elective Deferrals under Sec.
    • 0 replies
    • 1.4k views
    • 
    • AdKu
    • October 20, 2016

30. Church has several part-time employees who work over 1000 hours a year; can they be excluded under 403(b)?

    By Guest Casey58, December 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • December 10, 2003

31. resident alien eligible to sponsor US retirement plan?

    By k man, May 5, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2005

32. required rates of return

    By Guest Jeanie, September 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 24, 2002

33. When do you need to make minimum distributions in a Profit Sharing Pla

    By Guest Michael Anderson, October 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 16, 2002

34. Mistake In Fact Duplicate Deposit

    By AmyETPA, March 15, 2022
    • 3 replies
    • 1.4k views
    • 
    • Doc Ument
    • March 17, 2022

35. 1st Year safe harbor plan and Top Heavy

    By Lori H, March 11, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • March 12, 2010

36. particpant loan rolled into a qualified plan within sixty days

    By Guest Jeanie, May 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 9, 2002

37. new company, same 401k

    By tertue, February 3, 2013
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • February 5, 2013

38. Plan Year Change to have Safe Harbor Plan

    By Guest dstran, January 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • January 19, 2006

39. Crediting of Prior Service under New 401(k) Plan

    By rocknrolls2, April 10, 2007
    • 1 reply
    • 1.4k views
    • 
    • PLAN MAN
    • April 10, 2007

40. Vesting Schedule

    By Guest ars, December 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 10, 1999

41. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 3, 2003

42. Plan Expenses

    By Guest SSD, October 31, 2002
    • 4 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 1, 2002

43. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

44. Required Minimum Distribution Plan Amendment

    By Guest sheTexasHammer, April 1, 2009
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • April 1, 2009

45. Is it possible to defer the maximum 402(g) limit twice if you work for two separate employers?

    By Guest RMPension, March 24, 2005
    • 4 replies
    • 1.4k views
    • 
    • K-t-F
    • March 25, 2005

46. How to correct deposit of after tax dollars as deferrals?

    By Guest SSCARO, February 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2001

47. Loans and Summer Leaves

    By austin3515, August 29, 2012
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2012

48. Break in Service Rule

    By Guest TPA Guy, March 15, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2012

49. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.4k views
    • 
    • rlb64
    • March 15, 2006

50. 401k Workflow Management software

    By Guest AJM 34, October 31, 2013
    • 1 reply
    • 1.4k views
    • 
    • Gadgetfreak
    • November 1, 2013