401(k) Plans

19,321 topics in this forum

1. FBO Account Fee Disclosures

   By austin3515, June 3, 2014
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • June 3, 2014

2. NHC employees given too much match

   By Pammie57, September 7, 2016
   • 2 replies
   • 803 views
   • 
   • My 2 cents
   • September 7, 2016

3. Terminating a MEP

   By LisaS, November 21, 2019
   • 2 replies
   • 1k views
   • 
   • LisaS
   • December 10, 2019

4. FIS Document users - flexible discretionary vs. rigid discretionary

   By Belgarath, July 8, 2021
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • July 12, 2021

5. Employee has exceeded $10,000 pre-tax contribution, can he still contr

   By Guest Diana Prewitt, September 29, 1999
   • 2 replies
   • 1.5k views
   • 
   • MWeddell
   • October 1, 1999

6. RMD after Death

   By Lou81, January 9, 2025   

   • rmd
   • 2 replies
   • 1.2k views
   • 
   • Bruce1
   • January 9, 2025

7. Catch-up contributions; 2 unrelated plans

   By Guest LuannJ, April 20, 2004
   • 2 replies
   • 1.7k views
   • 
   • Appleby
   • April 20, 2004

8. ADP Test in Plan Termination Year

   By Guest Giovanni, September 28, 2004
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 29, 2004

9. ACP test - safe harbor 401k plan

   By jaemmons, July 27, 2005
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • July 28, 2005

10. Contirbution Limits-Fiscal v Calendar year

    By Guest rmse46, November 13, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

11. 401k after 701/2

    By ombskid, February 6, 2007
    • 2 replies
    • 2k views
    • 
    • ombskid
    • February 7, 2007

12. QACA Automatic Enrollment Increase

    By DTH, September 17, 2008
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • September 17, 2008

13. What is proper key employee compensation for a fiscal year plan?

    By Guest 410b, June 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2009

14. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

15. Past SAR's to Lost Participant now found

    By Loves401(k), February 19, 2018
    • 2 replies
    • 789 views
    • 
    • ERISAAPPLE
    • February 19, 2018

16. Control Group question

    By mkaufman, September 6, 2021   

    • control group
    • solo 401k
    • 2 replies
    • 814 views
    • 
    • mkaufman
    • September 18, 2021

17. Last Day Clause

    By Guest Sara H, December 16, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 17, 1998

18. Billing Participants

    By Guest Don J. Smith, January 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 26, 2000

19. Where can I find lists of recent (1999 and 2000) legislation, IRS Rev.

    By John A, September 7, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • September 8, 2000

20. 5500 for a plan that has been merged into another?

    By Guest SJPrince, September 29, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2000

21. 401(k) and SEP

    By R. Butler, September 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • September 20, 2001

22. Hedge Fund Regulations

    By fidu, May 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • fidu
    • May 8, 2002

23. Blackout Notice

    By Guest cynthiar, February 12, 2004
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • February 12, 2004

24. IRAs into 401k

    By Guest stevena1, August 24, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 24, 2007

25. Prevailing Wage and Quarterly Match

    By Guest Tbrown, October 14, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 2008

26. Prior year testing with no prior year NHCEs

    By Bird, January 18, 2011
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • January 18, 2011

27. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey, November 1, 2021
    • 2 replies
    • 691 views
    • 
    • Luke Bailey
    • November 2, 2021

28. Tax Credits for Start Up Plans

    By ERISAGal, January 9, 2025
    • 2 replies
    • 767 views
    • 
    • ERISAGal
    • January 13, 2025

29. Converting SIMPLE IRA to 401k - Notice REquirement

    By austin3515, May 23, 2025
    • 2 replies
    • 817 views
    • 
    • austin3515
    • May 23, 2025

30. 401(k) participation for Brazilian citizen

    By Guest DDDlump, May 22, 2002
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 22, 2002

31. Timing of Amendment for Change to Match

    By metsfan026, November 3, 2025
    • 2 replies
    • 850 views
    • 
    • Ilene Ferenczy
    • November 4, 2025

32. 401K and Cafeteria Plans

    By Guest Lex, November 20, 2002
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 20, 2002

33. Overdraft for longer than 3 days?

    By FundeK, April 20, 2004
    • 2 replies
    • 2k views
    • 
    • FundeK
    • April 22, 2004

34. Contribution Required by Employment Contract - What is It?

    By rocknrolls2, October 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 19, 2006

35. Can 501(c)3 offer a 403(b) and a 401(k)?

    By Guest jusducki, January 11, 2007
    • 2 replies
    • 2.8k views
    • 
    • A Shot in the Dark
    • January 11, 2007

36. 5500 Plan Feature Codes

    By austin3515, June 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • June 22, 2007

37. Forfeit related match

    By Guest Jennyb473, December 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 20, 2010

38. Students in Co-op program

    By jkharvey, June 27, 2013
    • 2 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2013

39. 401k Plan

    By Egold, January 21, 2020
    • 2 replies
    • 576 views
    • 
    • Below Ground
    • January 22, 2020

40. Berman v. Estee Lauder

    By justanotheradmin, June 4, 2020
    • 2 replies
    • 905 views
    • 
    • Patty
    • June 5, 2020

41. Change from SH match to 3% SHNEC after match notice?

    By digger, November 30, 2020
    • 2 replies
    • 591 views
    • 
    • digger
    • December 1, 2020

42. Years of Service

    By Guest Sara H, December 17, 1998
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • December 17, 1998

43. Can a nonstandardized prototype plan be filed for approval without the

    By Guest, September 7, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2000

44. Out of the PEO

    By Guest Mike Schwing, November 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2002

45. Different eligibility for deferrals and safe harbor match

    By commishvp, July 28, 2006
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 7, 2007

46. allocating forfeitures

    By k man, July 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • four01kman
    • July 23, 2007

47. Cycle E

    By 30Rock, April 5, 2010
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2010

48. USERRA, HEART Act, Make-Up Contributions, Military Differential

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7.1k views
    • 
    • 00hskrgrl
    • June 22, 2012

49. Forfeitures in late correction of ACP failure

    By CuseFan, April 9, 2018
    • 2 replies
    • 649 views
    • 
    • CuseFan
    • April 10, 2018

50. Save your 401 plan after losing your job and getting divorced

    By AdrianeMiller, September 8, 2021
    • 2 replies
    • 561 views
    • 
    • BG5150
    • September 8, 2021