401(k) Plans

19,321 topics in this forum

1. Automatic enrollment guide from DOL and IRS

   By Tom Poje, January 16, 2009
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • January 17, 2009

2. Coverage for 401(k)--controlled group

   By BG5150, February 21, 2019
   • 9 replies
   • 1.4k views
   • 
   • Roycal
   • February 22, 2019

3. Online search engine / research tool

   By VincentBocchinfuso CPC, January 19, 2009
   • 5 replies
   • 1.4k views
   • 
   • pmacduff
   • May 23, 2012

4. Eligible Employee to Independent Contrator

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

5. 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

6. Related Rollovers

   By TC1, May 13, 2022
   • 12 replies
   • 1.4k views
   • 
   • Bird
   • May 17, 2022

7. Tech Companies & 401k Match

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

8. Mid year amendment to safe harbor

   By Bird, May 24, 2016
   • 4 replies
   • 1.4k views
   • 
   • Mike Preston
   • May 25, 2016

9. Reducing 401 (k) Deferral Limit Mid-Year

   By 12AX7, April 9, 2009
   • 2 replies
   • 1.4k views
   • 
   • 12AX7
   • April 9, 2009

10. Forfeitures accumulation since '97

    By austin3515, October 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • October 21, 2002

11. Benefits Rights and Features

    By Purplemandinga, November 27, 2018
    • 2 replies
    • 1.4k views
    • 
    • Purplemandinga
    • November 28, 2018

12. Matching Catch-up Contributions

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

13. contribution limit

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

14. Datair Windows - Coverge Testing

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

15. 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

16. What's the solution when it's discovered that the amount deducted for 2002 exceeded the HCE's deferral amount?

    By katieinny, November 4, 2003
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2003

17. Who pays?

    By bzorc, July 28, 2010
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 29, 2010

18. After-tax

    By cdavis25, December 3, 2019
    • 5 replies
    • 1.4k views
    • 
    • IHC
    • December 5, 2019

19. No frills 401(k) Max Contribution

    By Basically, January 10, 2022
    • 13 replies
    • 1.4k views
    • 
    • Basically
    • January 20, 2022

20. Corbel auto rollover amendment package?

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

21. safe harbor notice attempt in Relius

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

22. Discrimination

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

23. Discretionary Match Contribution

    By Guest grazetti, January 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • January 13, 2006

24. 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

25. Pending Guidance

    By Guest Napili, April 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • MGB
    • April 18, 2003

26. Must an individual-designed-plan be restated if compliant?

    By kmhaab, March 17, 2017   

    • restatement
    • nonamender failure
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 23, 2017

27. Return from Military Leave - Right to Make up if Not Deferring Before Military Leave?

    By rocknrolls2, July 17, 2009
    • 2 replies
    • 1.4k views
    • 
    • rocknrolls2
    • July 17, 2009

28. Employer contribution

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

29. Audit Requirements-Deferred Annunity and Momentum

    By Guest d reardon, October 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 12, 2001

30. Money Type

    By Guest jkhan, May 4, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2012

31. 415 comp used for TH Min

    By Guest billy bong, December 16, 1998
    • 2 replies
    • 1.4k views
    • 
    • LCARUSI
    • December 23, 1998

32. plan as a limited/general partner

    By k man, August 25, 2005
    • 6 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 31, 2005

33. Employer with SIMPLE IRA wants to adopt a 401(k)

    By Guest Judy S, January 21, 2005
    • 7 replies
    • 1.4k views
    • 
    • jevd
    • January 24, 2005

34. 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

35. Conversion in middle of plan year - issues?

    By Guest ars, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 10, 1999

36. Can a compnay cash out a 401(k) with unfinished paperwork?

    By Guest Michael Anderson, February 21, 2003
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • February 21, 2003

37. Are employees of a company that uses a PEO considered to have terminat

    By Guest kstorch, July 26, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 26, 2000

38. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • June 23, 2017

39. Amending to Provide a Safe Harbor Match

    By davef, March 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • davef
    • March 3, 2000

40. Rehire Eligibility

    By Guest Tdavid, November 11, 2011
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 29, 2011

41. Imputed disparity with a SHMAC?

    By Jim Chad, December 12, 2013
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 19, 2013

42. Shifting elective deferrals to the ACP test

    By jaemmons, August 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • August 21, 2003

43. Match True up template in excel

    By Jack Cosgrove, October 19, 2018   

    • match
    • true up
    • 1 reply
    • 1.4k views
    • 
    • Doghouse
    • October 19, 2018

44. 401(k)

    By Guest episarci, December 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 7, 2001

45. Direct Rollover

    By Guest Chris Bullick, September 9, 1999
    • 4 replies
    • 1.4k views
    • 
    • jlf
    • September 14, 1999

46. 2009 RMD's

    By ACox, November 18, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • November 8, 2010

47. Leasing company plan termination

    By Guest jim williams, January 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • alanm
    • January 18, 2001

48. Terminating plan missing SH contrib

    By TBob, June 2, 2006
    • 5 replies
    • 1.4k views
    • 
    • TBob
    • June 5, 2006

49. Plan loan question

    By Guest blaum8, September 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 10, 2003

50. 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