401(k) Plans

19,321 topics in this forum

1. 2005 Contributions Not Paid

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

2. Deferral Deductibility

   By Lucky32, April 16, 2021
   • 6 replies
   • 1.3k views
   • 
   • Bob the Swimmer
   • April 19, 2021

3. Company hires Collective Bargain employees - need direction

   By HarleyBabe, December 16, 2014
   • 9 replies
   • 1.3k views
   • 
   • Stable Two Financial
   • December 17, 2014

4. Info that old TPA is obligated to supply for a takeover?

   By mming, June 10, 2015
   • 9 replies
   • 1.3k views
   • 
   • david rigby
   • June 10, 2015

5. 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

6. Top Heavy Initial Plan Year - Traditional 401k plan

   By Guest elirpa, November 3, 2005
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • November 3, 2005

7. Auto-Increase mistakes

   By fiona1, November 12, 2009
   • 2 replies
   • 1.3k views
   • 
   • RCK
   • November 13, 2009

8. Eliminate Loan Availability to Term Ppts Permitted?

   By cheersmate, June 21, 2019   

   • loans
   • loan availability
   • (and 2 more)

     Tagged with:

     • loans
     • loan availability
     • loans for active participants only
     • brf
   • 2 replies
   • 1.3k views
   • 
   • loserson
   • June 24, 2019

9. Determining the Minimum Top Heavy Contribution

   By Guest Ray Hedger, July 2, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 2, 2001

10. 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

11. DOL 401k Deposits Safe Harbpr

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

12. Automatic Enrollment in California

    By Gilmore, January 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • January 13, 2004

13. another fiscal year catch-up question

    By R. Butler, April 30, 2014
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • May 2, 2014

14. Loan Interest Rates

    By austin3515, December 23, 2015
    • 10 replies
    • 1.3k views
    • 
    • austin3515
    • December 24, 2015

15. When an employee passes an entry date while out on workmen's compensat

    By John A, March 9, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • March 9, 2000

16. Change to Elig for SH Nonelective Mid-Year

    By Laura Harrington, September 30, 2009
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • October 1, 2009

17. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • February 8, 2003

18. Automatic Enrollment and Nondiscrimination

    By Guest Offender, September 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2011

19. retroactive change in plan

    By Earl, March 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Earl
    • March 21, 2002

20. SH Match Termination

    By 12AX7, July 21, 2010
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • July 21, 2010

21. Spin off from MEP

    By cpc0506, September 26, 2019
    • 0 replies
    • 1.3k views
    • 
    • cpc0506
    • September 26, 2019

22. Correction of Direct Distribution with no distributable event

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

23. Lifetime Income Statements

    By Anon401kTPA, July 26, 2022
    • 15 replies
    • 1.3k views
    • 
    • Bird
    • July 28, 2022

24. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

25. Top Heavy Cross Tested Plan - What's the Allocation?

    By Guest ChopperPilot, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • March 15, 2004

26. Non-deductible deferrals

    By Guest dhall5, August 31, 2006
    • 3 replies
    • 1.3k views
    • 
    • Sully
    • August 31, 2006

27. Profit Sharing formulas

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

28. Surveys re: match, match suspension

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

29. RMD under SECURE Act

    By Dobber, February 4, 2021
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • February 9, 2021

30. Participating Employer wants to start own plan

    By Guest Dee Kratz, August 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 8, 2002

31. Last Day Requirement

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

32. Determination letter filing for controlled group member

    By jlea, May 23, 2008
    • 0 replies
    • 1.3k views
    • 
    • jlea
    • May 23, 2008

33. Roth 401(k) with no s/e income

    By Guest Sayles, March 28, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

34. Money purchase QNECs?

    By Guest qualified plan, October 16, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 16, 2005

35. Are employees of Excludable Class part of ACP test

    By dmb, August 11, 2017
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • August 11, 2017

36. Do receivables count as compensation?

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

37. Bonding

    By Earl, August 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

38. Multiple Employer Plan?

    By Guest GG, March 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 1999

39. Asset Protection / Bankruptcy / Creditor Claims

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

40. DB plan contributions

    By fidu, June 24, 2002
    • 2 replies
    • 1.3k views
    • 
    • fidu
    • June 24, 2002

41. Irrevocable Election for Match Only?

    By No Name, July 19, 2004
    • 5 replies
    • 1.3k views
    • 
    • g8r
    • July 21, 2004

42. Partial Plan Termination

    By sdix401k, July 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • July 21, 2005

43. Pre-1997 method for distributing excess contributions from a failed AD

    By Guest VPA, April 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • April 10, 2000

44. 402g Limit - plan had changes during the year

    By Guest Achilles, March 21, 2003
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 21, 2003

45. Improper Salary Deferrals

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

46. two plans - violate 402g

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

47. 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

48. Tax withholding on 2nd distribution

    By Guest Giovanni, June 14, 2005
    • 4 replies
    • 1.3k views
    • 
    • JanetM
    • June 15, 2005

49. Matching Contributions

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

50. 414s Testing for Safe Harbor Plans

    By justatester, September 6, 2022
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • September 8, 2022