401(k) Plans

19,275 topics in this forum

1. 3rd Party Sickpay

   By austin3515, February 6, 2010
   • 4 replies
   • 1.3k views
   • 
   • Belgarath
   • February 9, 2010

2. One man show businesses and ERISA

   By K-t-F, September 8, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 9, 2004

3. Deduction Issue - Employer Contributions

   By WesleyT, April 30, 2009
   • 3 replies
   • 1.3k views
   • 
   • WesleyT
   • May 1, 2009

4. Excess Deferrals for 2007

   By Janice F, February 19, 2009
   • 2 replies
   • 1.3k views
   • 
   • Janice F
   • February 23, 2009

5. Profit Sharing formulas

   By Guest Benmark, January 19, 2010
   • 1 reply
   • 1.3k views
   • 
   • MWeddell
   • January 26, 2010

6. DOL 401k Deposits Safe Harbpr

   By austin3515, February 15, 2010
   • 8 replies
   • 1.3k views
   • 
   • masteff
   • February 15, 2010

7. SPD's

   By Guest HRD, December 8, 2008
   • 6 replies
   • 1.3k views
   • 
   • Lori Friedman
   • December 9, 2008

8. Surveys re: match, match suspension

   By Guest caseyb, December 17, 2009
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 21, 2009

9. Common company ownership, different pyes-combine plans for testing?

   By Guest TAshley, March 15, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 15, 2001

10. How is a Partnership deduction taken?

    By Guest steve55, November 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • Lori Friedman
    • November 19, 2004

11. Partial Termination and Plan Merger

    By CMC, February 8, 2021
    • 5 replies
    • 1.3k views
    • 
    • EBECatty
    • February 9, 2021

12. 2005 Contributions Not Paid

    By Guest Ted Kowalchuk, CFP, CFS,, November 1, 2006
    • 1 reply
    • 1.3k views
    • 
    • Stevo-PDX
    • November 3, 2006

13. Self-employed one-person 401(k)

    By Guest Judy S, November 4, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • November 4, 2004

14. Business owner is also agent on own 401(k) Plan

    By Guest ubpMR, April 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2002

15. Rollover

    By mlp0816, August 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2006

16. New or Successor Plan II

    By Nate X, July 19, 2006
    • 3 replies
    • 1.3k views
    • 
    • Jean
    • July 20, 2006

17. Safe Harbor Plan

    By Guest Melissa Yoder, November 10, 2006
    • 2 replies
    • 1.3k views
    • 
    • SteveH
    • November 10, 2006

18. Is the plan sponsor required to retain old Summary Plan Descriptions?

    By Guest mo again, October 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 13, 2000

19. New Regulations for puerto rico plans

    By Guest lync, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • neekish
    • May 21, 2015

20. yet another otherwise excludable question

    By pmacduff, January 14, 2019
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • January 15, 2019

21. Issues when other DC plan has a different plan year?

    By John A, September 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 6, 2001

22. What is the period during which a terminating plan must count compensa

    By Guest Gibson, December 6, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 1999

23. Matching Contributions

    By mlp0816, October 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • October 25, 2005

24. 401K plan for non-profit via multiple employer plan

    By Benefits 101, February 6, 2011
    • 0 replies
    • 1.3k views
    • 
    • Benefits 101
    • February 6, 2011

25. May a foreign country, or agency thereof, establish a 401(k) plan for

    By Guest W J Parks, November 17, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2000

26. Last Day Requirement

    By erinak03, December 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • December 23, 2008

27. Termination of 401(k) and move to SEP

    By Guest Jim Jesikiewicz, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002

28. Wants to change Solo 401(k) plan as Corp is hiring first common law employee.

    By kpension, March 2, 2022
    • 14 replies
    • 1.3k views
    • 
    • ERISA1
    • March 8, 2022

29. Safe Harbor Matching Contributions and ADP/ACP Testing

    By Guest jvajj, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 29, 2009

30. new ERISA laws HR.3762 S.1991 S.1992

    By fidu, July 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • July 25, 2002

31. Do receivables count as compensation?

    By Guest Phil L, November 17, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 1999

32. Safe Harbor Notice

    By Guest DazedAndConfused, November 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Leopurrd
    • November 16, 2005

33. Summary Plan Description

    By Felicia, November 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • November 11, 2002

34. Asset Protection / Bankruptcy / Creditor Claims

    By austin3515, October 7, 2014
    • 8 replies
    • 1.3k views
    • 
    • austin3515
    • October 7, 2014

35. Catch-ups in ADP test

    By Guest IluvNewComp, May 11, 2009
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • May 12, 2009

36. New S/H 401(k) Plan

    By Dougsbpc, February 10, 2009
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 11, 2009

37. Plan Termination Amendment

    By JJRetirement, October 31, 2016   

    • Plan Termination
    • 401(k)
    • (and 2 more)

      Tagged with:

      • Plan Termination
      • 401(k)
      • Required Amendment List
      • Cumulative List
    • 2 replies
    • 1.3k views
    • 
    • JJRetirement
    • November 1, 2016

38. Can Employer Establish a Single Account for Elective Deferrals and 3% Safe Harbour Contributions

    By Guest EMM118, January 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 10, 2007

39. Unpaid 401(k) participant loan wanting a new loan

    By Guest ChopperPilot, April 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • April 22, 2004

40. Employer Security

    By lexi, August 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 2, 2006

41. Lost Earnings in Segregated Broker Accounts

    By Guest 401KAmerica, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • August 31, 2006

42. Improper Salary Deferrals

    By Guest DaveB, June 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 1999

43. two plans - violate 402g

    By Earl, July 25, 2008
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • July 25, 2008

44. Coverage Testing and exclusion by name

    By Lori Foresz, March 18, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 18, 2004

45. "Best Practices"

    By Guest cjk, September 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • September 12, 2002

46. Plan Termination and later discover remain assets - what options?

    By Guest W. Blake, June 15, 2005
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • June 17, 2005

47. HCE transferred from Non-safe harbor to safe harbor plan could violate safe harbor requirements

    By Guest hyper, September 20, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 21, 2004

48. Does anyone have any samples of intergrated with SS allocations? How changing your PS allocation to be integrated with SS would change how much the "older" workforce would receive?

    By Guest jhilliard, November 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • November 14, 2003

49. CODA situation ?

    By AnnCK, June 7, 2023
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • June 9, 2023

50. Correction of Direct Distribution with no distributable event

    By 401king, March 15, 2011
    • 0 replies
    • 1.3k views
    • 
    • 401king
    • March 15, 2011