401(k) Plans

19,334 topics in this forum

1. Partial Plan Termination

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

2. Safe Harbor - can we change mid-year to fund match faster?

   By masteff, June 3, 2015
   • 6 replies
   • 1.3k views
   • 
   • masteff
   • June 4, 2015

3. Last Day Requirement

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

4. Distribution Code for deferrals before eligible....

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

5. 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

6. Investment Statements

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

7. EE newly eligible... not enrolled

   By K-t-F, April 21, 2004
   • 7 replies
   • 1.3k views
   • 
   • FJR
   • April 21, 2004

8. HCE off Calendar year

   By FJR, May 1, 2003
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 1, 2003

9. Determining the Minimum Top Heavy Contribution

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

10. two plans - violate 402g

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

11. 401(k) Safe Harbor Eligibility

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

12. Are employees of Excludable Class part of ACP test

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

13. Returning Excess Annual Additions >1 year later

    By Gadgetfreak, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • November 7, 2011

14. Prior year testing for the '99 year.

    By pbarrett, March 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • March 6, 2000

15. Bonding

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

16. Asset Protection / Bankruptcy / Creditor Claims

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

17. Matching Contributions

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

18. Payroll Based Match

    By Guest jusducki, October 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2006

19. Automatic Enrollment and Nondiscrimination

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

20. Irrevocable Election for Match Only?

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

21. Error in Administrating Loan Rate

    By KCoursey, August 11, 2015
    • 6 replies
    • 1.3k views
    • 
    • Briandfox
    • August 12, 2015

22. Auto-Increase mistakes

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

23. Profit Sharing formulas

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

24. 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

25. DB plan contributions

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

26. Allocations - Eligibility

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

27. 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

28. Participant Loan - Cure Period

    By 52626, November 13, 2019
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 13, 2019

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

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

30. 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

31. Money purchase QNECs?

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

32. Automatic Enrollment in California

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

33. Surveys re: match, match suspension

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

34. 402(g) Limit

    By Fisher, November 30, 2010
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • November 30, 2010

35. "Best Practices"

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

36. Pureto Rico Death Distributions

    By Guest BPC, July 9, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 10, 2003

37. Tax withholding on 2nd distribution

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

38. Multiple Employer Plan?

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

39. Old Keogh -> 401(k).... same EIN?

    By K-t-F, June 28, 2022
    • 9 replies
    • 1.3k views
    • 
    • CuseFan
    • June 29, 2022

40. New S/H 401(k) Plan

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

41. Amendments

    By Scuba 401, December 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 20, 1999

42. Involuntary Employer Suspension of Employee Deferrals

    By LMOC, July 9, 2014
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • July 9, 2014

43. 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

44. PEPs - the new frontier or just a bunch of noise?

    By JustMe, July 28, 2020
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 30, 2020

45. Determination letter filing for controlled group member

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

46. Plan Termination

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

47. 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

48. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • AJC
    • April 23, 2019

49. New plan with partial year safe harbor provisions

    By cpc0506, September 17, 2014
    • 5 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 17, 2014

50. Excess Deferrals for 2007

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