401(k) Plans

19,321 topics in this forum

1. New Entity General Testing

   By Blinky the 3-eyed Fish, August 27, 2004
   • 0 replies
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • August 27, 2004

2. New EPCRS procedures

   By Kimberly S, August 27, 2008
   • 16 replies
   • 2.4k views
   • 
   • Guest
   • September 3, 2008

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

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

4. New Form 8822-B

   By 30Rock, March 14, 2014
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 14, 2014

5. New Gateway Rules

   By Guest Karen Szy, March 7, 2001
   • 11 replies
   • 3.7k views
   • 
   • Guest
   • November 9, 2001

6. New Governmental 401(k) (Yes, it's true . . . )

   By lkpittman, September 24, 2001
   • 3 replies
   • 1.6k views
   • 
   • davef
   • September 27, 2001

7. New group in an existing profit sharing plan

   By Guest SuzieQNEC, October 12, 2008
   • 2 replies
   • 1.3k views
   • 
   • J Simmons
   • October 12, 2008

8. New guidance: hardship and top-heavy

   By MGB, August 31, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 4, 2001

9. New Hardship Guidelines - Impact of in-service distributions

   By jim241, October 30, 2019   

   • 401k
   • hardship
   • 11 replies
   • 2k views
   • 
   • Peter Gulia
   • January 21, 2020

10. New Hardship Reasons

    By J. Bringhurst, December 21, 2006
    • 3 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • December 22, 2006

11. New Hardship Rules -proof of hardship

    By ratherbereading, June 17, 2021
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • June 24, 2021

12. New HArdship Self Certification

    By austin3515, January 3, 2023
    • 17 replies
    • 2.8k views
    • 
    • BruceM
    • January 5, 2023

13. New here...

    By Guest Donnie, March 18, 2005
    • 10 replies
    • 1.8k views
    • 
    • MGB
    • March 21, 2005

14. New investment company won't accept third party rollover check.

    By Guest James Osterhaus, April 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • April 5, 2001

15. New Investment Options (DIAs) and 408b2 Fee Disclosure Timing

    By Guest jvajj, March 1, 2013   

    • Fee Disclosure
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2013

16. new investment provider/deposits

    By pmacduff, October 2, 2012
    • 11 replies
    • 1.4k views
    • 
    • MoJo
    • October 3, 2012

17. New IRS Guidance on Early Entry & OE Rule

    By blue, April 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • pixmax
    • April 24, 2009

18. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

    • cares act
    • 1 reply
    • 1.1k views
    • 
    • AKconsult
    • April 17, 2020

19. New IRS Prop Regs on Accident & Health Insurance

    By rocknrolls2, September 5, 2007
    • 0 replies
    • 1.1k views
    • 
    • rocknrolls2
    • September 5, 2007

20. new job

    By Guest friskey, August 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2004

21. New k feature added to PS plan

    By Guest pinsall, May 11, 2000
    • 1 reply
    • 1.3k views
    • 
    • Dawn Hafner
    • May 11, 2000

22. new key employee definition

    By Guest ERIC STRAND, November 30, 2004
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • December 1, 2004

23. New Laws on Social Security Numbers

    By zimbo, September 6, 2007
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2007

24. New Limits for the year 2000

    By Tom Poje, May 25, 1999
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 17, 1999

25. New loan allowed by IRS lien?

    By AlbanyConsultant, March 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 16, 2007

26. New LRM for CODAs--what is this on limits on percent of contributions?

    By Guest Katharine Jungkind, April 12, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • April 12, 2005

27. New Mexico Tax Extension

    By Dawn Hafner, August 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • August 1, 2001

28. New or Succesor plan?

    By Guest WWPDRC, July 17, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 19, 2006

29. New or Successor Plan II

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

30. New owner continue plan of bankrupt co.?

    By John A, July 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • July 25, 2001

31. New participants not allowed to defer - new rule?

    By Guest MikeD, January 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 27, 2005

32. New participants post stock deal - use plan year comp or prorated comp for QACA SH match?

    By ts5555, August 19, 2021
    • 0 replies
    • 556 views
    • 
    • ts5555
    • August 19, 2021

33. New Partner Eligibility to 401(k)

    By michael519, September 15, 2017
    • 3 replies
    • 798 views
    • 
    • michael519
    • November 20, 2017

34. new payroll company forgot to withhold 401k

    By Old Reliable, February 23, 2022
    • 2 replies
    • 718 views
    • 
    • EBP
    • February 24, 2022

35. New Plan - Okay with Successor Rule?

    By justanotheradmin, September 28, 2015   

    • successor
    • termination
    • 0 replies
    • 1.3k views
    • 
    • justanotheradmin
    • September 28, 2015

36. New Plan - Participant Count for Form 5500

    By AdKu, October 6, 2016   

    • New Plan Part Count Form 5500
    • 11 replies
    • 2.4k views
    • 
    • Bill Presson
    • October 6, 2016

37. New Plan - Prior Service

    By HafnerN1, January 31, 2017   

    • 401(k)
    • 2 replies
    • 893 views
    • 
    • Belgarath
    • January 31, 2017

38. New plan - short plan year and short sponsor year

    By Jakyasar, November 26, 2020
    • 4 replies
    • 908 views
    • 
    • Catch22PGM
    • December 7, 2020

39. New plan - timing of 404(a)(5) annual notice?

    By AlbanyConsultant, August 13, 2012
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • August 13, 2012

40. new plan "missing" the first payroll for deferrals

    By AlbanyConsultant, December 22, 2016
    • 2 replies
    • 784 views
    • 
    • hr for me
    • December 23, 2016

41. New Plan 2005 - HCE for 2005

    By Guest sao0308, August 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 10, 2006

42. New Plan 2018 No Deposits No Reporting

    By ldr, October 2, 2019   

    • new plan
    • 5500-ez
    • 4 replies
    • 751 views
    • 
    • msmith
    • October 3, 2019

43. New plan adp testing

    By pbarrett, November 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • November 20, 2003

44. New plan after plan termination

    By Guest Achilles, July 29, 2008
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • February 2, 2009

45. New Plan After Termination

    By DTH, August 4, 2006
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 4, 2006

46. New Plan and Disaggregation

    By justatester, February 10, 2012
    • 0 replies
    • 901 views
    • 
    • justatester
    • February 10, 2012

47. New plan audit question

    By Guest Hgreer, December 16, 2013   

    • Audit
    • 14 replies
    • 5.4k views
    • 
    • Bill Presson
    • September 19, 2017

48. New plan beginning participant counts for 5500

    By Purplemandinga, June 21, 2019
    • 6 replies
    • 848 views
    • 
    • Below Ground
    • June 22, 2019

49. new plan credit for small employers clarification needed

    By Tom, February 8, 2023
    • 5 replies
    • 1.1k views
    • 
    • Tom
    • February 8, 2023

50. New Plan delays 401k start, match on what comp

    By TPApril, May 7, 2023
    • 10 replies
    • 928 views
    • 
    • Paul I
    • May 8, 2023