401(k) Plans

19,275 topics in this forum

1. New 401(k) plan and eligibility

   By cfull, February 7, 2014
   • 1 reply
   • 1.1k views
   • 
   • shERPA
   • February 7, 2014

2. New 401(k) Plan effective 1/1/2023

   By hsctpa, November 30, 2022
   • 1 reply
   • 319 views
   • 
   • Lou S.
   • November 30, 2022

3. New 401(k) Plan for Old Plan after asset transfer

   By cohendrake, July 12, 2017   

   • termination
   • 8 replies
   • 1.2k views
   • 
   • ESOP Guy
   • July 17, 2017

4. New 401(k) Safe Harbor Plan...too late for 2005?

   By Jilliandiz, September 30, 2005
   • 6 replies
   • 1.5k views
   • 
   • Tom Poje
   • October 4, 2005

5. New 401k for employees coming off Administaff

   By Guest Mark Porter, August 4, 1999
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • August 5, 1999

6. New 401k for Er w/ SARSEP

   By austin3515, September 8, 2014
   • 4 replies
   • 1.2k views
   • 
   • Appleby
   • September 15, 2014

7. New 401k Plan

   By Guest dannyoc, October 1, 2010
   • 1 reply
   • 955 views
   • 
   • Tom Poje
   • October 1, 2010

8. New 401k plan - Am I missing something in the regs for eligibility?

   By Jakyasar, April 21, 2023
   • 3 replies
   • 637 views
   • 
   • Paul I
   • April 24, 2023

9. New 401k plan, funds not being deposited into account

   By Guest ironhead1230, August 25, 2006
   • 1 reply
   • 2.5k views
   • 
   • wsp
   • August 25, 2006

10. New 401k Plan?

    By B. Geiger, April 11, 2024
    • 3 replies
    • 627 views
    • 
    • Peter Gulia
    • April 12, 2024

11. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.4k views
    • 
    • mbozek
    • July 25, 2003

12. New 401k with existing SEP

    By Guest TrustMe401k, May 5, 2006
    • 1 reply
    • 1k views
    • 
    • Bird
    • May 5, 2006

13. New 401k- Client Changes Mind

    By coleboy, August 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • August 5, 2021

14. NEW 401K, TERMINATED DB PLAN

    By cpc0506, March 30, 2012
    • 1 reply
    • 964 views
    • 
    • rcline46
    • March 30, 2012

15. new 401k/safe harbor plan or 2021

    By Jakyasar, November 19, 2020
    • 3 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 19, 2020

16. New 402(g) Limits for Non-CY Plans

    By davef, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 22, 2001

17. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

18. New 5307 Form

    By Guest igglesfan, July 30, 2008
    • 1 reply
    • 993 views
    • 
    • J Simmons
    • July 30, 2008

19. New 5310-A required?

    By bblaw, September 10, 2019
    • 2 replies
    • 1.9k views
    • 
    • ERISA guy
    • September 28, 2022

20. New 5500 Filing instructions?

    By Guest AdminFL, August 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

21. new accounts/enrollments

    By Guest SPOT, August 3, 2004
    • 9 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2004

22. New Audit requirements for small plans?

    By Guest fender5150, September 6, 2008
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • September 11, 2008

23. New auto enroll set up

    By pmacduff, March 24, 2015
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2015

24. new bills introduced to congress

    By bmore1147, July 20, 2018   

    • 401k
    • compliance
    • 3 replies
    • 912 views
    • 
    • austin3515
    • July 20, 2018

25. New Blackout Notice Requirements?

    By Logan401, April 5, 2011
    • 6 replies
    • 2.7k views
    • 
    • Logan401
    • April 8, 2011

26. New calendar year safe-harbor 401(k) plan as of 4/1/02; what time period to use in calculating compensation?

    By Jilliandiz, September 17, 2003
    • 3 replies
    • 1.5k views
    • 
    • g8r
    • September 25, 2003

27. New Catch-up regs

    By JDuns, July 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • July 14, 2003

28. New catch-up rules

    By Jakyasar, November 27, 2024
    • 2 replies
    • 465 views
    • 
    • Jakyasar
    • November 27, 2024

29. New Comp - Separate Alloc Groups - Coverage

    By austin3515, March 13, 2014
    • 6 replies
    • 1k views
    • 
    • Earl
    • March 14, 2014

30. NEW COMP ALLOCATION

    By Guest mcorson, July 29, 2010
    • 4 replies
    • 1k views
    • 
    • 12AX7
    • August 4, 2010

31. New Comp Basics

    By LarryPensions, March 28, 2023   

    • new comparability
    • profit sharing calculation
    • (and 1 more)

      Tagged with:

      • new comparability
      • profit sharing calculation
      • correction method
    • 6 replies
    • 980 views
    • 
    • AKowalski
    • March 30, 2023

32. New Comp Contribution red flags

    By Sammiemor, April 4, 2017
    • 7 replies
    • 819 views
    • 
    • K2
    • April 4, 2017

33. NEw Comp Deemed CODA Issue

    By austin3515, October 18, 2004
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • October 19, 2004

34. New Comp formula requirements in plan documents.

    By Purplemandinga, October 23, 2020
    • 5 replies
    • 825 views
    • 
    • CuseFan
    • October 23, 2020

35. New Comp Plans

    By Guest LBH, June 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 1999

36. New Comp Plans - 5% Gateway

    By Guest AJM 34, November 28, 2007
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • December 3, 2007

37. New Comp Profit Sharing As QNEC

    By Guest Lawrenceg, April 10, 2007
    • 15 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 17, 2007

38. New Comp PS calculation, where K-1 in involved

    By Alex Daisy, March 1, 2011
    • 1 reply
    • 862 views
    • 
    • Jim Chad
    • March 1, 2011

39. New Comp verbage

    By wsp, October 16, 2006
    • 0 replies
    • 1.4k views
    • 
    • wsp
    • October 16, 2006

40. New Comp. Plan Diff entry for deferrals and Prof. Shar.

    By Guest dlm, June 28, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 6, 2001

41. New company - 410 issue

    By Guest skc, December 22, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 22, 2005

42. New Company - short plan year

    By Gilmore, December 28, 2018
    • 2 replies
    • 550 views
    • 
    • Gilmore
    • December 28, 2018

43. New Company Eligibility PS Grant

    By cheersmate, September 19, 2019   

    • eligibility waiver 401k eligibility,
    • eligibility service waiver
    • (and 1 more)

      Tagged with:

      • eligibility waiver 401k eligibility,
      • eligibility service waiver
      • past service grant
    • 6 replies
    • 666 views
    • 
    • Kevin C
    • September 23, 2019

44. New Company Formed - Distributional event?

    By tylerb172, November 29, 2018
    • 1 reply
    • 376 views
    • 
    • Luke Bailey
    • November 30, 2018

45. New Company formed 1/1/2004; same employees, can I use prior year's wages to determine HCEs?

    By Guest jsample, February 26, 2004
    • 1 reply
    • 955 views
    • 
    • Mike Preston
    • February 26, 2004

46. New Company, New Plan, Special Participation Date

    By Zoey, September 5, 2018
    • 14 replies
    • 1.6k views
    • 
    • Zoey
    • September 12, 2018

47. new company, old tax id#

    By MR, January 16, 2006
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2006

48. new company, same 401k

    By tertue, February 3, 2013
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • February 5, 2013

49. New Comparability

    By Bruce1, September 22
    • 6 replies
    • 1.8k views
    • 
    • Bruce1
    • September 25

50. new comparability and partners

    By Chippy, December 28, 2015
    • 10 replies
    • 1.5k views
    • 
    • QDROphile
    • December 28, 2015