401(k) Plans

19,276 topics in this forum

1. Backup Trustee

   By Stash026, December 6, 2018
   • 11 replies
   • 1.4k views
   • 
   • Bob the Swimmer
   • December 9, 2018

2. Should a profit sharing plan (effective 1/1/98) being submitted to the

   By Guest Cal, December 2, 1999
   • 2 replies
   • 1.4k views
   • 
   • Alf
   • December 11, 1999

3. Loan Repayments on a deemed loan

   By FundeK, February 1, 2005
   • 1 reply
   • 1.4k views
   • 
   • FundeK
   • February 3, 2005

4. QDIA Question - Age Brackets for Default Investment

   By 52626, June 17, 2016
   • 3 replies
   • 1.4k views
   • 
   • Peter Gulia
   • June 21, 2016

5. MRD calculation date

   By Brian Gallagher, October 29, 2003
   • 1 reply
   • 1.4k views
   • 
   • Harwood
   • October 29, 2003

6. Davis Bacon and the 10% limit on disproportionate QNECs

   By Jerry Erisa, April 1, 2015
   • 1 reply
   • 1.4k views
   • 
   • Jerry Erisa
   • April 1, 2015

7. Gap income and short plan year

   By Guest mo again, September 1, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 1, 2000

8. 2 unrelated questions

   By CJS07, May 16, 2013   

   • Loan Receivables and 5 yr bre
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • May 17, 2013

9. Distribution Fees charged to HCE for ADP Refund

   By Guest KAGrist, March 5, 2008
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • March 5, 2008

10. Charges to Participants' Accounts

    By Scott, July 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • July 1, 1999

11. State Of The 401k Union

    By Guest saisson, August 15, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 15, 2001

12. Merging MP and PS Plans

    By MBCarey, July 30, 2003
    • 8 replies
    • 1.4k views
    • 
    • E as in ERISA
    • July 30, 2003

13. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace, October 30, 2019   

    • 401(k)
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • plan termination
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 1, 2019

14. match & top heavy min

    By Guest greggi39, February 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • February 27, 2003

15. How is deductibility determined (how is compensation for deductibility

    By John A, April 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 10, 2000

16. New plan, existing company, highly comp ee's

    By Guest lindamichals, January 26, 2006
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • January 27, 2006

17. Loans

    By Jilliandiz, November 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 5, 2005

18. Life Insurance Policies in DB Plans

    By Guest JTS1675, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 7, 2005

19. top heavy 401(k)

    By Santo Gold, February 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2006

20. Automatic Enrollment Notice

    By Guest Magic, October 20, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 20, 2006

21. After-tax

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

22. Can a stated match be amended to a lower rate?

    By Guest kstorch, May 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2000

23. Shifting - Prior year testing

    By rcline46, February 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2009

24. Incorrect deferals and Match

    By Guest kelly9522, February 20, 2003
    • 7 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

25. Deduct Next Year Deferrals This Year

    By Guest Michael Spaid, November 12, 1999
    • 3 replies
    • 1.4k views
    • 
    • LCARUSI
    • November 16, 1999

26. Max Deductible Contribution? Need answer for C-4 test on Thursday!

    By Guest chris4013, May 17, 2005
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 17, 2005

27. Benefits Rights and Features

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

28. New plan waives entry requirements for anyone hired on a certain date

    By jkharvey, May 5, 2014   

    • Only the 3 owners meet it
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • May 5, 2014

29. Compensation Definition

    By Chippy, February 1, 2012
    • 1 reply
    • 1.4k views
    • 
    • QNPG
    • February 1, 2012

30. Internal REvenue Codes

    By MBCarey, January 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 28, 2003

31. SH 401(k) Plan in an ASG

    By Blinky the 3-eyed Fish, June 11, 2008
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 11, 2008

32. retroactive vesting increase

    By Pixie, December 2, 2022   

    • vesting
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 16, 2022

33. Help Search

    By kocak, April 29, 2003
    • 6 replies
    • 1.4k views
    • 
    • kocak
    • April 30, 2003

34. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 3, 2002

35. Life Insurance Agent, a 401(k) Plan and Statutory Employee

    By CTipper, April 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 26, 2007

36. Solo 401(k) / 415 limit / Catch-up

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • March 21, 2011

37. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

38. Another Short Plan Year Question

    By Hoard1, November 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Hoard1
    • November 3, 1999

39. Correction of late 401(k) deposits after the VFC program

    By buckaroo, November 26, 2003
    • 0 replies
    • 1.4k views
    • 
    • buckaroo
    • November 26, 2003

40. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

41. Multiple Plans

    By Guest aaaccount, December 14, 2005
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • December 15, 2005

42. Below market rate of interest - Plan Loans

    By J. Bringhurst, April 23, 2013
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • April 23, 2013

43. Tips on surviving a 401(k) audit?

    By Guest Crystal, March 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

44. K-1 Compensation Question

    By austin3515, November 3, 2015
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • November 3, 2015

45. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 14, 2006

46. Top heavy vesting

    By Guest Toni Jo, August 22, 2003
    • 4 replies
    • 1.3k views
    • 
    • R. Butler
    • August 23, 2003

47. 1099R code for age 59 1/2

    By Guest jvandyke, November 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2007

48. After-Tax Contributions (Again!)

    By mjbais1489, May 8
    • 7 replies
    • 1.3k views
    • 
    • BenefitJack
    • May 13

49. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 3, 2001

50. Terminating Money Purchase Plan - Starting new 401k Plan

    By coleboy, April 18, 2018
    • 6 replies
    • 1.3k views
    • 
    • CuseFan
    • April 18, 2018