401(k) Plans

19,276 topics in this forum

1. Profit Sharing Allocation by profit center

   By Guest ANNEBV, January 19, 2000
   • 1 reply
   • 1.4k views
   • 
   • Ervin Barham
   • January 19, 2000

2. Beneficiary Determination

   By Nassau, July 7, 2011
   • 2 replies
   • 1.4k views
   • 
   • Peter Gulia
   • July 8, 2011

3. Loan Refinance

   By Guest Hgreer, October 25, 2012
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 26, 2012

4. New top-heavy 401(k) plan implemented 7/1/98 - must minimum top heavy

   By Guest ANNEBV, October 13, 1999
   • 1 reply
   • 1.4k views
   • 
   • Richard Anderson
   • October 14, 1999

5. Employer match ACP test - skipped year

   By legort69, February 9, 2005
   • 1 reply
   • 1.4k views
   • 
   • austin3515
   • February 9, 2005

6. Tech Companies & 401k Match

   By Guest Barb5494@aol.com, November 28, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • November 28, 2001

7. Corbel auto rollover amendment package?

   By Guest padmin, March 3, 2005
   • 2 replies
   • 1.4k views
   • 
   • E as in ERISA
   • March 3, 2005

8. 1300 Hours for PS Contribution

   By susieQ, June 27, 2019
   • 6 replies
   • 1.4k views
   • 
   • Tom Poje
   • July 1, 2019

9. Fees charged to participants

   By Guest Bill Schulze, August 3, 1999
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • August 3, 1999

10. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006

11. Union Plan Allocation Conditions

    By John Feldt ERPA CPC QPA, January 7, 2016   

    • union
    • collectively bargained
    • (and 4 more)

      Tagged with:

      • union
      • collectively bargained
      • accrual
      • allocation conditions
      • allocation requirements
      • special rules
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • January 7, 2016

12. Eligible Employee to Independent Contrator

    By Guest Julie, July 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • No Name
    • July 25, 2005

13. European 401k Plan and U.S. 401k Plan

    By Zoey, April 7, 2010
    • 2 replies
    • 1.4k views
    • 
    • Zoey
    • April 13, 2010

14. Timing of filing Form 5330 for late deposits

    By BG5150, September 21, 2011
    • 0 replies
    • 1.4k views
    • 
    • BG5150
    • September 21, 2011

15. 1099 and loan default

    By Guest andmik, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2002

16. Correction for Loan In Excess of Legal Limit

    By Guest lislee, February 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

17. Plan administrator/trustee/sponsor is gone; how should admin consultan

    By Guest Scott Holechek, June 30, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 30, 2000

18. $30,000 limit- between terminated and active plans.

    By Guest Laura Millwood, July 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

19. Auto Enrollment

    By Guest perplexedbypensions, October 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • RCK
    • October 30, 2006

20. Semi-divorced decedent - Who is beneficiary?

    By Brenda Wren, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 23, 2004

21. 50+ catch-up questions

    By Guest devonlucy, July 14, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 15, 2005

22. Can plan document of Parent corp's defined contribution plan exclude e

    By Moe Howard, May 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • May 8, 2001

23. APRSC

    By Guest Gibson, September 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 3, 1999

24. Written directions for a New Comparability allocation

    By ldr, September 22, 2020   

    • cross testing
    • new comparability
    • 10 replies
    • 1.4k views
    • 
    • ldr
    • September 23, 2020

25. Can a TPA Sponsor a one-state MEP?

    By austin3515, October 25, 2018
    • 11 replies
    • 1.4k views
    • 
    • austin3515
    • October 26, 2018

26. contribution limit

    By Guest, April 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • imchipbrown
    • April 14, 2000

27. Can the opinion letter date be entered on line 22b of the 5500? If lef

    By Guest Frank Jackson, April 30, 1999
    • 4 replies
    • 1.4k views
    • 
    • Jean
    • May 13, 1999

28. QNEC question

    By BG5150, February 6, 2008
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • February 7, 2008

29. Discrimination

    By Guest SWS, May 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • May 28, 2003

30. In most plans, do you have rule of Parity for both Eligibility and vesting?

    By Jim Chad, June 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 24, 2014

31. Participant over 415 limit & plan limit but already rolled $ out o

    By Guest CCarter, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 15, 2002

32. top heavy - aggregation

    By Guest Laura A, March 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 1999

33. Multiemployer 401(k) Plan

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

34. Employer contributions

    By Guest ars, December 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 1999

35. Employer contribution

    By Guest massarrat, April 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • April 8, 1999

36. Datair Windows - Coverge Testing

    By blue, May 21, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 21, 2008

37. Processed Deferrals Early.

    By Below Ground, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Below Ground
    • January 20, 2009

38. Back to back short years

    By Dazednconfused, October 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • October 13, 2009

39. 401k Enrollment

    By Guest jefe96, October 11, 2005
    • 5 replies
    • 1.4k views
    • 
    • WDIK
    • October 12, 2005

40. intergated with ss

    By Guest LBH, May 17, 1999
    • 2 replies
    • 1.4k views
    • 
    • Wessex
    • May 17, 1999

41. amendment of plans for the final 401(k) and removal of Safe Harbor provision

    By Guest wespac, May 17, 2006
    • 1 reply
    • 1.4k views
    • 
    • ERISAnut
    • May 17, 2006

42. Failed 401(k) Test and Rollover

    By 52626, September 30, 2013
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • September 30, 2013

43. QTIP contains deceased spouses company. Is the ownership of the compa

    By Guest JEP, April 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

44. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • March 3, 2017

45. safe harbor notice attempt in Relius

    By Tom Poje, November 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 22, 2006

46. Bank leveraging company loan to get 401k business

    By Guest dstran, October 21, 2008
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2008

47. Increasing 401(k) Participation

    By Guest John Rains, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 1999

48. Hours- What to tell client

    By Guest raleightpa, January 9, 2008
    • 4 replies
    • 1.4k views
    • 
    • Kimberly S
    • January 10, 2008

49. Matching Catch-up Contributions

    By Guest t936, December 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • December 4, 2001

50. charging terminated participants

    By Guest anne1, August 15, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 15, 2006