401(k) Plans

19,275 topics in this forum

1. Expired I140 Cheque and reissue

   By krishna182, September 25, 2017
   • 2 replies
   • 1.3k views
   • 
   • ESOP Guy
   • September 25, 2017

2. Davis Bacon testing concerns

   By pixmax, August 25, 2009
   • 0 replies
   • 1.3k views
   • 
   • pixmax
   • August 25, 2009

3. 2002 Minimum Distribution Regulations

   By Guest Donaldson, November 5, 2002
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • November 5, 2002

4. 1099r's for corrective distributions

   By Beemer, January 24, 2005
   • 2 replies
   • 1.3k views
   • 
   • Beemer
   • January 24, 2005

5. Late Deposits - Prohibited Tran?

   By Guest luck, December 12, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 12, 2005

6. Cessation of Safe Harbor Profit Sharing

   By mschwechter, January 26, 2005
   • 2 replies
   • 1.3k views
   • 
   • mbozek
   • January 26, 2005

7. Otherwise excludables affect following year?

   By John A, July 27, 2001
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • July 30, 2001

8. "Helping Employees Achieve Retirement Security" by Ted Benna

   By doombuggy, July 13, 2005
   • 2 replies
   • 1.3k views
   • 
   • JanetM
   • July 14, 2005

9. 401k Plan for Subsidiary

   By Guest MNR, February 4, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 4, 2002

10. New Regs for Puerto Rico Plans - Circular Letter 11-10

    By buckaroo, February 8, 2012
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • February 8, 2012

11. self direcected 401k plan

    By Gary, March 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 27, 2010

12. Correcting failed ADP test with transfer to 403b plan

    By Pam S., August 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Pam S.
    • August 18, 2009

13. Seasonal Employees

    By DTH, August 8, 2002
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • August 12, 2002

14. Hybrid Safe Harbor design?

    By MPLSLAW, March 7, 2016   

    • Safe harbor plans
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • March 7, 2016

15. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.3k views
    • 
    • perkinsran
    • June 14, 2012

16. available loan funds

    By cpc0506, November 17, 2010
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • November 18, 2010

17. Is a non employee owner an HCE?

    By Guest richez, January 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2004

18. Employer's stock NUA - clarifiacation.

    By Guest kazand, November 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 7, 2000

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

    By Kathy, December 11, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 19, 2002

20. typical matches for software companies

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

21. Vesting

    By wifrbr, April 30, 2019
    • 6 replies
    • 1.3k views
    • 
    • Doc Ument
    • April 30, 2019

22. safe harbor plan

    By Gary, August 30, 2010
    • 7 replies
    • 1.3k views
    • 
    • Gary
    • September 3, 2010

23. Coverage Testing in a Controlled Group

    By Archimage, May 11, 2004
    • 8 replies
    • 1.3k views
    • 
    • Archimage
    • May 11, 2004

24. Secure File Transfer

    By 12AX7, October 26, 2010
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 29, 2010

25. Multiple Use Testing

    By Guest TrustMe401k, February 23, 2000
    • 1 reply
    • 1.3k views
    • 
    • M R Bernardin
    • February 23, 2000

26. 401K TO A ROTH IRA

    By Guest tim22, April 4, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 5, 2004

27. deferred comp

    By fidu, July 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 10, 2002

28. Is adopting a volume submitter considered an amendment to an existing plan.

    By Guest jcarlos, March 7, 2005
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • March 7, 2005

29. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • June 23, 2017

30. John Hancock platform Sch D question

    By ESOP Guy, August 5, 2013
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • August 6, 2013

31. Revenue Sharing and Charging Term'd Participants

    By rlb64, November 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • November 9, 2006

32. Deferral Contribution Timing

    By Guest mb4, May 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • May 5, 2005

33. Smoke & Mirrors; Accounting standards, SSAE/SOC

    By Puffinator, June 1, 2017
    • 6 replies
    • 1.3k views
    • 
    • My 2 cents
    • June 1, 2017

34. Can LLC member make 401(k) contribs now for plan year 12/03

    By Guest Gee Bee Fran, March 2, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • March 5, 2004

35. Ever heard of "life-time catch-ups" or "Special Election A"

    By doombuggy, November 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • doombuggy
    • November 11, 2003

36. Insurance Contracts / Trust Exemption

    By austin3515, April 26, 2013
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • June 3, 2013

37. Plan Fees - TPA Acting as Transfer Agent only

    By BeanCounterBlues, November 4, 2010
    • 0 replies
    • 1.3k views
    • 
    • BeanCounterBlues
    • November 4, 2010

38. DB and DC overlapping ppt - or not?

    By John Feldt ERPA CPC QPA, January 27, 2006
    • 0 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2006

39. Litigation proceeds

    By Guest agsmith, July 23, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2003

40. Schedule P Revision necessry?

    By Guest beachday, September 26, 2002
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • September 28, 2002

41. Prevailing Wage in a 401(k) Plan

    By mgcpension, March 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • Below Ground
    • March 17, 2011

42. Correcting Impermissible Distribution, Successor 401(k) Plan

    By PensionPro, July 31, 2018   

    • successor
    • 401(k)
    • (and 2 more)

      Tagged with:

      • successor
      • 401(k)
      • impermissible distribution
      • correction
    • 6 replies
    • 1.3k views
    • 
    • PensionPro
    • August 1, 2018

43. LAte Employee Deferrals

    By austin3515, January 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • January 10, 2003

44. ADP Testing

    By Guest cease, June 20, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2003

45. returning excess allocations

    By Guest nynaeve, September 10, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 11, 2009

46. Frequency of Paper Statements?

    By Guest jmarini, August 6, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 6, 2003

47. Safe Harbor Nonelective "maybe" - eliminate HC?

    By Belgarath, November 8, 2013
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • November 12, 2013

48. Aggregation & 401(k)

    By R. Butler, August 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • August 29, 2003

49. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2001

50. "Advanced" plan consulting (seminars / training resources?)

    By 401QUE, January 24, 2013
    • 4 replies
    • 1.3k views
    • 
    • 401QUE
    • January 25, 2013