401(k) Plans

19,337 topics in this forum

1. Schedule P Revision necessry?

   By Guest beachday, September 26, 2002
   • 3 replies
   • 1.4k views
   • 
   • AndyH
   • September 28, 2002

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

   By doombuggy, November 7, 2003
   • 4 replies
   • 1.4k views
   • 
   • doombuggy
   • November 11, 2003

3. deferred comp

   By fidu, July 10, 2002
   • 2 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • July 10, 2002

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

   By Guest jcarlos, March 7, 2005
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • March 7, 2005

5. new safe harbor 401k with term'd employee

   By Santo Gold, September 6, 2007
   • 3 replies
   • 1.4k views
   • 
   • Kevin C
   • September 7, 2007

6. COMPANY B PURCHASES ONLY THE ASSETS OF COMPANY A. COMPANY A HAS A 401K PLAN COMPANY B DOES NOT HAS A PLAN. WHAT HAPPENS TO CO. A PLAN"?

   By Guest ROB VIDOVICH, September 20, 2004
   • 2 replies
   • 1.4k views
   • 
   • chris
   • September 20, 2004

7. Required Notices for Benefit Distribution

   By Guest Kennedy, March 10, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 10, 2000

8. catch up and corrections

   By Guest honey grahams, August 18, 2005
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • August 19, 2005

9. True-up only for individuals who hit the 402(g) limit

   By bitsyhaze, February 16, 2015
   • 3 replies
   • 1.4k views
   • 
   • Bird
   • February 17, 2015

10. Normal retirement age and vesting

    By Pammie57, August 3, 2020
    • 4 replies
    • 1.4k views
    • 
    • Pammie57
    • August 24, 2020

11. RMD VCP Application

    By austin3515, December 21, 2017
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • October 30, 2019

12. Pro's and con's of a FY versus CY 401 k plan year?

    By Guest BarbaraB, June 7, 2010
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 7, 2010

13. Missed Eligible 401(k) Participant - Help!

    By Jilliandiz, November 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 11, 2008

14. Multiple Use Testing

    By Guest TrustMe401k, February 23, 2000
    • 1 reply
    • 1.4k views
    • 
    • M R Bernardin
    • February 23, 2000

15. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar, July 28, 2021
    • 4 replies
    • 1.4k views
    • 
    • D Lewis
    • August 4, 2021

16. Disclosure obligations for Employer stock alternative

    By Guest Lisha, January 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • January 6, 2005

17. Insurance Contracts / Trust Exemption

    By austin3515, April 26, 2013
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 3, 2013

18. Elective Deferrals from Bonuses

    By Gilmore, September 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • Gilmore
    • September 21, 2004

19. Top heavy test for small company

    By Guest fender5150, June 11, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 11, 2008

20. LAte Employee Deferrals

    By austin3515, January 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • RCK
    • January 10, 2003

21. Bankruptcy

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • June 21, 2010

22. Excess Contribution Refund Deadline 2009

    By Guest Lee68, February 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • February 11, 2009

23. Negative K-1 Income

    By austin3515, July 31, 2015
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • July 31, 2015

24. Record Retention

    By Guest Mike Schwing, October 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 31, 2003

25. Matching Contribution - 3/31 plan year end

    By Guest jetfaninmn, October 31, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • October 31, 2005

26. ADP/ACP Testing

    By Guest dstran, January 27, 2006
    • 4 replies
    • 1.4k views
    • 
    • JDuns
    • January 27, 2006

27. Incorrect HCE Match

    By Guest padmin, June 29, 2006
    • 1 reply
    • 1.4k views
    • 
    • Nate X
    • July 3, 2006

28. Prohibited Transaction? Correction?

    By pixmax, September 20, 2016   

    • Prohibited Transaction
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • September 20, 2016

29. Cut 401k Contirbution Limits?

    By goldtpa, August 27, 2009
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 28, 2009

30. RMD under SECURE Act

    By Dobber, February 4, 2021
    • 6 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • February 9, 2021

31. Safe Harbor notice - OOPS!

    By PAL, December 13, 2007
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • December 13, 2007

32. Over-Deduction from Paycheck

    By ERISA-Bubs, December 5, 2012
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • December 5, 2012

33. Question about controlled groups

    By Guest ANON-MD, June 25, 2009
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • June 26, 2009

34. safe harbor notice for 2017 distributed, but...

    By Belgarath, November 23, 2016
    • 9 replies
    • 1.4k views
    • 
    • Kevin C
    • November 29, 2016

35. loan defaults while employed

    By JKW, June 11, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 15, 2010

36. IRA headache

    By Guest joeyboy, April 21, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 21, 2002

37. Lost Check, and Reduction Rules

    By Guest JB2, February 26, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 1999

38. SCORP - Employee deferral/Employer contributions for 2007

    By Guest 401K_Help, January 12, 2008
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • January 14, 2008

39. USERRA and make up deferrals

    By 30Rock, October 13, 2014
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • October 13, 2014

40. Incorrect Deferral and Matching Allocations

    By mming, May 5, 2006
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • June 14, 2006

41. Bottom Up QNEC

    By Guest dll, January 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 13, 2003

42. Deferral % or Dollar Amount

    By Guest notapensiongeek, September 17, 2008
    • 4 replies
    • 1.3k views
    • 
    • ERISAnut
    • September 19, 2008

43. Safe Harbor 401(k) Top Heavy Question

    By MarZDoates, February 24, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • February 24, 2006

44. In-Service Distributions

    By Jilliandiz, October 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Alf
    • October 13, 2005

45. Inc. vs LLP. one owner, two plans?

    By TPApril, May 6, 2021
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 7, 2021

46. SPD Language for Participants' OptionTo Avail of Fiduciaries' Management of Their Accounts Using Professional Managers

    By Guest Roman, December 7, 2004
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • December 8, 2004

47. Safe Harbor "testing" for Early Entry participants?

    By Guest CMC9, March 13, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2002

48. SECURE Act Er Contribution Tax Credits

    By austin3515, November 16, 2023
    • 16 replies
    • 1.3k views
    • 
    • Paul I
    • November 20, 2023

49. VCP alternative(s) to Appendix A or B corrections for ADP/ACP failures

    By Belgarath, October 20, 2015
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 21, 2015

50. 415 Violation/Refunds

    By Guest padmin, January 13, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 13, 2004