401(k) Plans

19,321 topics in this forum

1. Terminating Safe Harbor 401(k) Plan

   By Guest notapensiongeek, October 16, 2008
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • October 17, 2008

2. 2008 corrective Distributions

   By Guest Butterfly, January 26, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 2, 2009

3. Plan Sponsor is Ins. Co. making commisisons on investments in the plan

   By jkharvey, September 22, 2009
   • 2 replies
   • 983 views
   • 
   • Ron Snyder
   • September 22, 2009

4. Foreign Pension Plans

   By Nassau, November 22, 2010
   • 2 replies
   • 1k views
   • 
   • GBurns
   • November 23, 2010

5. terminated employee

   By Gary, September 19, 2012
   • 2 replies
   • 1.1k views
   • 
   • Gary
   • September 19, 2012

6. Controll Group question

   By MaryM, October 13, 2015
   • 2 replies
   • 858 views
   • 
   • MaryM
   • October 15, 2015

7. Back-sweep of Participants who are contributing

   By tuna524, March 17, 2016
   • 2 replies
   • 1.6k views
   • 
   • tuna524
   • March 17, 2016

8. Elective Withholding on Unpaid Vacation

   By CLE401kGuy, September 19, 2018
   • 2 replies
   • 528 views
   • 
   • CLE401kGuy
   • September 20, 2018

9. Controlled Group and Family Attribution

   By Tom, January 26, 2021
   • 2 replies
   • 1.1k views
   • 
   • FORMER ESQ.
   • January 27, 2021

10. Avoiding the Top-Heavy Mininum - Cash Flow Constraints

    By austin3515, March 19, 2025
    • 2 replies
    • 798 views
    • 
    • austin3515
    • March 19, 2025

11. New 5500 Filing instructions?

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

12. maximum contribution levels 2001

    By Guest DDDlump, February 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 23, 2002

13. Two consecutive short plan years

    By Guest PRafferty, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 17, 2002

14. Easy question - HCE?

    By Guest CCarter, February 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 18, 2003

15. loan repayment

    By Guest Nini, August 2, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2006

16. Plan Start Date

    By Jilliandiz, August 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • August 29, 2007

17. A little problem

    By Guest furiousfurrball, April 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2008

18. Safe Harbor Only Plan and Union Folks - Top Heavy Issue

    By HarleyBabe, October 13, 2015
    • 2 replies
    • 1.2k views
    • 
    • HarleyBabe
    • November 4, 2015

19. contribution deadline

    By K2retire, September 16, 2016
    • 2 replies
    • 854 views
    • 
    • K2retire
    • September 16, 2016

20. non active members of LLC in ADP test

    By Jim Chad, January 9, 2019
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 9, 2019

21. can I disaggregate ADP test and aggregate ACP test

    By Scott25, May 10, 2021
    • 2 replies
    • 929 views
    • 
    • Scott25
    • May 10, 2021

22. Can a stated match be amended to a lower rate?

    By Guest kstorch, May 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2000

23. Loan taken which exceeds borrowing limitation

    By Tom, September 13, 2023
    • 2 replies
    • 559 views
    • 
    • Peter Gulia
    • September 13, 2023

24. Catch-up/415 Limit

    By Guest Giovanni, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 7, 2003

25. 401K IRA rollover question

    By Guest LakeRick, July 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • July 2, 2003

26. Safe Harbor rides again

    By pmacduff, November 5, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • November 5, 2003

27. SEP to 401(k)

    By Guest bac, February 8, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2005

28. Qnec with less than 1000 hours

    By Guest lindamichals, February 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2006

29. 501(c)(6) Organizations

    By DTH, March 29, 2007
    • 2 replies
    • 2.3k views
    • 
    • J Simmons
    • March 29, 2007

30. Excise Tax paid on Form 5330

    By AJ North, June 12, 2020
    • 2 replies
    • 695 views
    • 
    • AJ North
    • June 15, 2020

31. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B, May 10, 2021
    • 2 replies
    • 998 views
    • 
    • Mike Preston
    • May 10, 2021

32. Fideility will not tell me anything and I am only survivor

    By Guest dulan, October 22, 2006
    • 2 replies
    • 2.8k views
    • 
    • Locust
    • October 23, 2006

33. Change in 401K plans

    By Guest HRISGal, November 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 16, 2006

34. ACP Safe Harbor

    By Guest Thornton, March 7, 2007
    • 2 replies
    • 1.8k views
    • 
    • stephen
    • March 7, 2007

35. New Plan in 2009

    By Gary, June 26, 2009
    • 2 replies
    • 908 views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2009

36. Affiliated Service Group

    By EBDI, June 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • EBDI
    • June 9, 2011

37. Partners in 401(k) Plan receiving W-2's

    By rblum50, April 28, 2015   

    • 401(k) Plan
    • 2 replies
    • 2.3k views
    • 
    • shERPA
    • April 29, 2015

38. SIMPLE IRA and 401k

    By Guest John P., August 19, 2015
    • 2 replies
    • 974 views
    • 
    • austin3515
    • August 20, 2015

39. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy, May 16, 2016   

    • Death Benefit
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • May 17, 2016

40. Early Inclusion Error - How to Proceed

    By Confused55, January 11, 2017
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 11, 2017

41. "Carve-out" of NCHE in ADP test

    By BG5150, February 24, 2017
    • 2 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 24, 2017

42. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3k views
    • 
    • Kevin C
    • January 28, 2020

43. Plan sponsor wants to make several non-required amendments for 1999. I

    By Guest m thom, October 25, 1999
    • 2 replies
    • 1.4k views
    • 
    • John A
    • October 26, 1999

44. Vesting for Transferred Employees

    By Guest GG, February 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2001

45. eligibility for employee who was in a class not eligible to participate

    By Guest scamacho, February 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2005

46. employee/plan merger juggernaut

    By Guest basilb, January 6, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

47. Real Estate Investment in Plan

    By Jilliandiz, February 9, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

48. Key/HCE?

    By pixmax, December 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 14, 2009

49. PPA and Quarterly Statements

    By Dazednconfused, February 11, 2010
    • 2 replies
    • 1k views
    • 
    • austin3515
    • February 12, 2010

50. compensation used

    By Gary, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 30, 2010