401(k) Plans

19,321 topics in this forum

1. Bankruptcy affecting Loan

   By Guest Kim S., May 14, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • May 29, 2003

2. Removing Joint and Survivor option from 401(k)

   By k man, December 11, 2003
   • 2 replies
   • 1.4k views
   • 
   • KJohnson
   • December 15, 2003

3. Eligibility

   By Guest Ephesian431, September 29, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • October 1, 1999

4. individual/solo 401(k) plans

   By Guest mporterst, June 30, 2005
   • 8 replies
   • 1.4k views
   • 
   • R. Butler
   • June 30, 2005

5. Attribution...

   By K-t-F, February 28, 2005
   • 2 replies
   • 1.4k views
   • 
   • K-t-F
   • March 1, 2005

6. Safe Harbor and Testing

   By Guest Ashlea, December 7, 2004
   • 5 replies
   • 1.4k views
   • 
   • wmyer
   • December 8, 2004

7. What happens to excess 3% Safe Harbor cont. if made during the year?

   By Guest jusducki, February 9, 2005
   • 4 replies
   • 1.4k views
   • 
   • Jim Chad
   • February 12, 2005

8. Have you ever requested/been granted a VCR pre-submission conferece?

   By Guest Joseph Delgado, March 13, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 13, 2001

9. Investment Fees

   By Guest NAdministrator, June 8, 2000
   • 2 replies
   • 1.4k views
   • 
   • Jon Chambers
   • June 8, 2000

10. Max profit sharing/deferrals/catchup for Doctor who sells practice mid-year

    By Pammie57, May 31, 2016
    • 10 replies
    • 1.4k views
    • 
    • Zoey
    • June 8, 2016

11. Top Heavy Safe Harbor Plan with early eligibility for deferrals only

    By Brenda Wren, October 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 21, 2003

12. Average Benefits Test - Elective Contributions

    By Guest WFusfeld, July 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • July 23, 1999

13. Taking away 1000 hour and last year rule

    By cpc0506, September 5, 2013
    • 4 replies
    • 1.4k views
    • 
    • cpc0506
    • September 5, 2013

14. Audit requirements for a single employer plan where more than one empl

    By Guest Pat Metallic, August 30, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2000

15. When does absent Employee cease to be an Employee of the Employer?

    By cheersmate, May 27, 2020   

    • 401k
    • eligibility
    • (and 2 more)

      Tagged with:

      • 401k
      • eligibility
      • inactive employee
      • absent without leave
    • 7 replies
    • 1.4k views
    • 
    • cheersmate
    • May 27, 2020

16. Anything new on PEO's (EE Leasing Companies) and 401(k) Plans?

    By Guest Sagamore, April 27, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 28, 1999

17. Bank holding company stock

    By Guest janhubber, June 28, 2005
    • 5 replies
    • 1.4k views
    • 
    • ljr
    • July 12, 2005

18. Which governmental employers can maintain 401(k) plans? IRS ruling ado

    By Carol V. Calhoun, April 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • April 19, 2000

19. Top Heavy

    By Guest Sagamore, September 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 23, 1999

20. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

21. HELP :) In Plan Roth Conversion (Last Minute!)

    By austin3515, December 31, 2014
    • 11 replies
    • 1.4k views
    • 
    • Briandfox
    • January 3, 2015

22. Partnership fee deductions

    By PJaeger, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • PJaeger
    • August 30, 2001

23. Net Unrealized Appreciation of Employer Stock

    By Guest Luis G, June 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 11, 1999

24. Maintaining Participant Accounts

    By austin3515, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2005

25. Change SH Type for 1/1/17 after 11/30/16

    By Danny CPA, December 10, 2016
    • 12 replies
    • 1.4k views
    • 
    • rcline46
    • December 14, 2016

26. Participant Loan - Too many payments deducted - Repaid Too Much

    By Guest NeophiteTPA, October 25, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 2005

27. investment consultant performance

    By Guest pokorski, August 27, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 27, 1999

28. Quarterly Benefit Statements / Notice Required?

    By Guest notapensiongeek, January 18, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 18, 2008

29. Vesting Question

    By Scott, February 25, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 25, 2004

30. EAch person in won group Is permitted disparity possible?

    By Jim Chad, March 5, 2009
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • March 9, 2009

31. 401(k) Safe Harbor Match Controlled Group

    By TPA2015, February 12, 2018   

    • 401(k)
    • controlled group
    • (and 1 more)

      Tagged with:

      • 401(k)
      • controlled group
      • safe harbor
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 14, 2018

32. Affiliated Service Groups

    By Guest Laura Millwood, April 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 29, 1999

33. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 23, 2014

34. Forfeitures -- More generous?

    By Guest wwest, September 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • September 28, 1999

35. discretionary matching contributions - can they be changed once set by

    By EGB, January 26, 2000
    • 0 replies
    • 1.4k views
    • 
    • EGB
    • January 26, 2000

36. Otherwise excludable--2-year wait

    By Guest jaatirs, December 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 15, 2003

37. Restricting Deferrals in Top Heavy Plan

    By Guest trumpy, October 14, 2005
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • October 14, 2005

38. 59 1/2 distribution

    By Guest kelly9522, January 3, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2003

39. DC Plan Fees and SPD disclosure

    By alexa, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • alexa
    • May 9, 2002

40. Make-Up contributions

    By Guest dhall5, May 4, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • May 7, 2007

41. Prohibited Transaction

    By Guest Thornton, March 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • March 26, 1999

42. What are owners' options for starting a new plan after shutting down o

    By John A, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

43. Self Employment Income determination

    By Rose, June 13, 2023
    • 4 replies
    • 1.4k views
    • 
    • Paul I
    • June 13, 2023

44. Bank Safe Harbor 401(k)-funding 3% with bank stock from holding compan

    By Guest SHP, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2001

45. How to institute a 401(k) "welcome kit"?

    By Guest ginnigrl, May 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2000

46. ADP Testing Question

    By Guest facade, September 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • September 20, 2006

47. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

48. Controlled Group with Two Plans

    By Guest PES, July 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • July 25, 2002

49. DB to DC Conversions

    By jlf, October 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • jlf
    • October 24, 1999

50. max ellgibility for Safe Harbor

    By Guest Big Al, June 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2008