401(k) Plans

19,321 topics in this forum

1. Owner's deferrals considered for untimely deposit?

   By Guest PatLovett, January 3, 2001
   • 2 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • January 3, 2001

2. Late Deferrals/Voluntary Correction Program?

   By CJS07, December 12, 2007
   • 0 replies
   • 1.4k views
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   • CJS07
   • December 12, 2007

3. APRSC

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

4. Merger???

   By chris, October 11, 2002
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • October 11, 2002

5. Correcting Failure to Adopt Plan as a Participating Employer

   By Madison71, November 4, 2016
   • 0 replies
   • 1.4k views
   • 
   • Madison71
   • November 4, 2016

6. Payment of plan expenses

   By Richard Anderson, August 30, 2001
   • 0 replies
   • 1.4k views
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   • Richard Anderson
   • August 30, 2001

7. 410(b)

   By Guest NFried, September 19, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • September 19, 2001

8. Compensation Limits to be an HCE for 2004 and 2005

   By Jilliandiz, September 9, 2004
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 9, 2004

9. Employer match ACP test - skipped year

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

10. Is an employer required to withhold 401(k) deferrals on income in resp

    By Guest Tara Curran, June 19, 2000
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 20, 2000

11. Impact of Roth IRA Contributions on 401(k) Deferral

    By Below Ground, October 28, 2010
    • 8 replies
    • 1.4k views
    • 
    • Below Ground
    • November 1, 2010

12. Discretionary Match & March 15 deadline

    By Guest Troy S., March 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • March 14, 2007

13. 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

14. Fees charged to participants

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

15. Eligible Employees for ADp/ACP testing?

    By Guest KD40, October 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • October 5, 2002

16. changing payroll provider

    By k man, February 27, 2009
    • 2 replies
    • 1.4k views
    • 
    • Pam S.
    • August 4, 2010

17. EACA/ACA Plans

    By kevind2010, October 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • kevind2010
    • October 6, 2011

18. 401k Enrollment

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

19. Tax Cut and Jobs Act - Hardship / Casualty Loss Impact

    By Gruegen, January 4, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 9, 2018

20. Non-Electing Church 401(k) Testing

    By oldman, July 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • oldman
    • July 9, 2013

21. terminating safe harbor plan with employer contributions

    By LIBERTYKID, February 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 8, 2008

22. $30,000 limit- between terminated and active plans.

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

23. Loan taxed twice?

    By Brian Gallagher, September 30, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • September 30, 2003

24. ACP refund not made

    By R. Butler, December 2, 2010
    • 5 replies
    • 1.4k views
    • 
    • R. Butler
    • December 7, 2010

25. Employees of ineligible employer participating in Plan,, fix?

    By Guest calcu, June 18, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2004

26. Convert QACA Match to Regular SH Match Mid Year

    By austin3515, May 19, 2023
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 22, 2023

27. Considering changes in the investment options of our 404(c) compliant

    By Guest Kennedy, August 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 18, 1999

28. Self Directed Brokerage

    By Scuba 401, December 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Scuba 401
    • December 17, 1999

29. 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

30. Wants to change Solo 401(k) plan as Corp is hiring first common law employee.

    By kpension, March 2, 2022
    • 14 replies
    • 1.4k views
    • 
    • ERISA1
    • March 8, 2022

31. Exclusion of Previously Eligible Employees

    By Guest lforesz, November 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2002

32. Non-resident Aliens

    By Archimage, June 9, 2004
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • July 6, 2004

33. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2000

34. Qualified plan expenses

    By Guest poberlander, June 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 8, 2005

35. QNEC question

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

36. Is it OK not to take out 401(k) contributions if paycheck is small?

    By richyboycaldo, July 27, 2021
    • 4 replies
    • 1.4k views
    • 
    • 401king
    • July 28, 2021

37. self-employed individuals and net earned income calculation

    By Guest MES, January 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • January 29, 2002

38. Bank leveraging company loan to get 401k business

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

39. Criteria for 10 day extension if 15 Bz day missed for contributions

    By Guest Richele, February 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

40. Semi-divorced decedent - Who is beneficiary?

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

41. Profit Sharing Allocation by profit center

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

42. Back to back short years

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

43. Required match - due date? consequences of missing due date?

    By John A, October 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • October 11, 2001

44. Loan Refinance

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

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

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

46. Is current year ADP election tied to GUST RAP?

    By Kathy, December 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 19, 2002

47. 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

48. Plan Expenses

    By Guest stevena1, November 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 17, 2005

49. restate or amend

    By wsp, November 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • November 17, 2005

50. charging terminated participants

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