401(k) Plans

19,275 topics in this forum

1. Over 415 limit message

   By doombuggy, June 30, 2011
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • July 1, 2011

2. 401(k) Plan Sponsor Entity and EIN Change

   By hsctpa, November 24, 2020
   • 6 replies
   • 1.3k views
   • 
   • Gilmore
   • November 26, 2020

3. Maintaing Plan Document

   By Guest bouncingsoul, February 8, 2007
   • 4 replies
   • 1.3k views
   • 
   • Peanut Butter Man
   • February 10, 2007

4. Determining catch up contributions in fiscal year plans

   By Guest Diane DuFresne, November 22, 2013
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 22, 2013

5. Requirements for eliminating optional forms?

   By John A, July 26, 2001
   • 0 replies
   • 1.3k views
   • 
   • John A
   • July 26, 2001

6. Loans and laid off participants?

   By Guest Michael Anderson, January 25, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • January 25, 2005

7. RMD Question

   By Guest SueJ, February 5, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • February 7, 2003

8. Does disobeying the written plan tax-disqualify the plan?

   By Peter Gulia, July 12, 2019
   • 7 replies
   • 1.3k views
   • 
   • Luke Bailey
   • July 15, 2019

9. Waiting period for employer contributions

   By Guest Wahoo77, March 17, 2003
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 17, 2003

10. Designated Roth Contribuitons

    By Guest Lori J, November 21, 2008
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • November 21, 2008

11. Recogniing Service w/ Prior Employer - Projected HCE

    By austin3515, February 25, 2016
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • February 25, 2016

12. Anti-Cut back

    By Guest swodad, July 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 16, 2003

13. Contingent Benefit Rule - 401(k) Deferrals Limited Based on NQDC Deferrals

    By EBECatty, September 22, 2015
    • 0 replies
    • 1.3k views
    • 
    • EBECatty
    • September 22, 2015

14. Compensation insufficient to make deferral

    By Guest griffith, March 30, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2010

15. Contribution vs. Restorative Payments

    By Guest philc, June 30, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2004

16. vesting question

    By FJR, June 30, 2005
    • 4 replies
    • 1.3k views
    • 
    • No Name
    • July 1, 2005

17. SE and Employed... what are 415 Limits?

    By K-t-F, December 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • K-t-F
    • December 12, 2003

18. Top Heavy Safe Harbor 401(k)

    By Guest Robk, August 2, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2006

19. Include SARSEP deferrals in average benefits test?

    By MR, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • goldtpa
    • June 12, 2003

20. Plain English coverage explanation

    By Guest TrustMe401k, June 2, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 2, 2000

21. QDIA Final Regs

    By Guest Thomas2006, November 26, 2007
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • November 26, 2007

22. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn, October 13, 2013   

    • audit
    • multiple plans
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 14, 2013

23. Participant Statements

    By Mr B., November 4, 2011
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • November 7, 2011

24. Distribution Code for deferrals before eligible....

    By Guest jusducki, May 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 2, 2005

25. Unused Forfeiture

    By TH 401k, January 8
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 8

26. Optional Match True-Up

    By Lauren0507, November 2, 2023
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 2, 2023

27. SRO rules impact on Bank Trust Departments (from ABA Trust Letter)

    By fidu, July 24, 2002
    • 0 replies
    • 1.3k views
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    • fidu
    • July 24, 2002

28. 3-part organization with a 401(k) is no longer part of a controlled gr

    By Guest ars, February 7, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 10, 2000

29. 401(k) Safe Harbor Eligibility

    By Guest WWPDRC, February 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 6, 2006

30. 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

31. 401(k) & match comp dont seem to correlate

    By Guest SuzieQNEC, February 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • February 3, 2009

32. Plan document matter

    By Gary, December 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • DMcGovern
    • December 7, 2010

33. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com, March 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • March 12, 2006

34. Reclassify after-tax contributions

    By Nassau, November 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • November 3, 2010

35. Late ADP ACP corrections

    By Tom, April 5, 2024
    • 4 replies
    • 1.3k views
    • 
    • Bri
    • April 9, 2024

36. Short Plan Year?

    By Guest chris4013, December 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • December 23, 2003

37. Rehired Employee

    By Lori Foresz, April 17, 2009
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • April 17, 2009

38. Are Companies Stopping 401(k) Match?

    By Guest rmeigs, March 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • March 18, 2003

39. 414(s) compensation and taxable dependent care benefits

    By Guest Yolanda, August 12, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 12, 2011

40. 401k fees

    By Guest Nico, February 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • February 5, 2007

41. Investment Statements

    By Guest KBdeMurgas, June 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 19, 2002

42. Safe Harbor

    By Guest lskin, March 22, 2006
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • March 23, 2006

43. Canadian employee

    By Guest Cathie, June 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2001

44. non-profit city utility companies and 401Ks

    By Guest itrade4u2, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 5, 2001

45. Does time after termination (but receiving pay) count towards service hours

    By Guest Iwonder, April 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • April 4, 2007

46. Fired, how long before received 401k?

    By Guest thestudent, November 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • November 22, 2004

47. Problem client: wants to retroactively reduce benefits.

    By Lori H, August 4, 2008
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2008

48. Terminating Plans

    By justatester, March 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • justatester
    • March 20, 2008

49. 5% Owner over 701/2

    By Guest mb4_98, August 7, 2004
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • August 7, 2004

50. Revocation of spousal consent

    By Guest Bud, April 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • April 14, 2004