401(k) Plans

19,321 topics in this forum

1. Failed ADP - Recharacterization

   By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 14, 2006

2. Top heavy vesting

   By Guest Toni Jo, August 22, 2003
   • 4 replies
   • 1.4k views
   • 
   • R. Butler
   • August 23, 2003

3. self direcected 401k plan

   By Gary, March 26, 2010
   • 2 replies
   • 1.4k views
   • 
   • Bill Presson
   • March 27, 2010

4. 401(k) Hardship

   By abanky, January 30, 2003
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • January 31, 2003

5. Catch up limits for low paid participants

   By pbarrett, March 20, 2003
   • 8 replies
   • 1.4k views
   • 
   • Tom Poje
   • March 21, 2003

6. discretionary match after QACA SH contribution

   By bmore1147, April 6, 2018   

   • 401k
   • safe harbor
   • (and 3 more)

     Tagged with:

     • 401k
     • safe harbor
     • qaca
     • match
     • testing
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • April 11, 2018

7. Prevailing Wage in a 401(k) Plan

   By mgcpension, March 17, 2011
   • 1 reply
   • 1.4k views
   • 
   • Below Ground
   • March 17, 2011

8. 2012 COLA

   By Fisher, September 20, 2011
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • September 20, 2011

9. flowchart or checklist for late deferrals?

   By Jim Chad, March 16, 2009
   • 2 replies
   • 1.4k views
   • 
   • Jim Chad
   • March 16, 2009

10. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2005

11. Looking for language to employee to take Minimum Required Distribution.

    By cripp12, December 10, 2004
    • 4 replies
    • 1.4k views
    • 
    • cripp12
    • December 11, 2004

12. Multiple Plans

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

13. Deduction When Plan Year / Tax Year Do Not Coincide

    By Guest notapensiongeek, September 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 8, 2008

14. Multiple Employer Plan/Top Heavy

    By Guest chris4013, March 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • March 14, 2005

15. Plan Loan for Personal Residence--Loan Proceeds Stolen

    By Guest NPWA, November 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 5, 2003

16. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.4k views
    • 
    • mlp0816
    • May 12, 2016

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

    By Guest Gee Bee Fran, March 2, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2004

18. Incorrect treatment of elective deferrals

    By jkharvey, July 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • July 4, 2001

19. Deferrals in a short plan year

    By Pammie57, June 19, 2018
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 20, 2018

20. 401k Plan for Subsidiary

    By Guest MNR, February 4, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2002

21. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2002

22. Matching Contribution Inequity - Change to straight match not defined as a % of salary?

    By MD-Benefits Guy, December 6, 2012
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 7, 2012

23. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

    • deposits by members
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 23, 2013

24. Merger documentation

    By Guest CGBS, December 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 19, 2000

25. 401(k) with quarterly valuation. How does the plan force the retiring

    By mal, March 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 5, 2003

26. Davis Bacon testing concerns

    By pixmax, August 25, 2009
    • 0 replies
    • 1.4k views
    • 
    • pixmax
    • August 25, 2009

27. 2002 Minimum Distribution Regulations

    By Guest Donaldson, November 5, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 5, 2002

28. 1099r's for corrective distributions

    By Beemer, January 24, 2005
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • January 24, 2005

29. Controlled Group

    By Guest Mike Schwing, January 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • January 23, 2003

30. Prevailing Wage and ACP Test

    By Catch22PGM, June 26, 2020   

    • david bacon; sca; service contract act
    • safe harbor match
    • (and 1 more)

      Tagged with:

      • david bacon; sca; service contract act
      • safe harbor match
      • acp test
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 30, 2020

31. Definition of Compensation

    By Guest DLearning, January 14, 2004
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2004

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

    By doombuggy, July 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • July 14, 2005

33. Short plan year entry

    By Guest jefe96, March 9, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2005

34. Bizarre Allocation Method

    By austin3515, May 20, 2010
    • 2 replies
    • 1.4k views
    • 
    • Below Ground
    • May 21, 2010

35. SIPC coverage

    By Guest Benmark, March 2, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 2, 2009

36. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • March 23, 2018

37. Forgot to withdold deferrals

    By Guest kelly9522, June 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 1, 2004

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

    By buckaroo, February 8, 2012
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • February 8, 2012

39. Illegal for an insurance company to steer participants into their prop

    By Guest Breathnach, September 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • September 27, 2000

40. QNECs

    By Guest koolkid, March 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 8, 2002

41. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • perkinsran
    • June 14, 2012

42. Plan Termination

    By Guest pcohen, December 2, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • December 2, 2005

43. Mandatory State Tax Withholding

    By Gadgetfreak, January 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • GMK
    • March 1, 2011

44. Aggregation & 401(k)

    By R. Butler, August 29, 2003
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • August 29, 2003

45. Missed RMD VCP

    By austin3515, June 7, 2017
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 9, 2017

46. typical matches for software companies

    By Guest Smokin, July 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 3, 2001

47. Safe Harbor 401(k) Plan

    By ErisaGeek, July 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • July 24, 2003

48. Late Deposits - Prohibited Tran?

    By Guest luck, December 12, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 12, 2005

49. business day

    By austin3515, December 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • maverick
    • December 2, 2002

50. Association Plan

    By Guest brstokes, August 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001