401(k) Plans

19,275 topics in this forum

1. Per Pay Period Comp, Safe Harbor Match, and True-up

   By 401king, May 7, 2009
   • 8 replies
   • 4.3k views
   • 
   • John Feldt ERPA CPC QPA
   • May 11, 2009

2. Handling year end "true-up"

   By Guest Kconsultant, April 29, 2003
   • 9 replies
   • 4.3k views
   • 
   • four01kman
   • April 30, 2003

3. any limits on type of investments?

   By Guest lgt, September 17, 1998
   • 2 replies
   • 4.3k views
   • 
   • Larry M
   • September 17, 1998

4. Leaving an Open MEP

   By Jennifer D., November 1, 2012
   • 10 replies
   • 4.3k views
   • 
   • Peanut Butter Man
   • November 1, 2012

5. Compensation-fringe benefit exclusion

   By Guest Salem, February 12, 2014   

   • fringe
   • compensation
   • 4 replies
   • 4.3k views
   • 
   • KED
   • February 14, 2014

6. Is Spousal Consent Required for All Distributions From A DC Plan?

   By metsfan026, August 5, 2022
   • 17 replies
   • 4.3k views
   • 
   • david rigby
   • August 9, 2022

7. sponsor leaving their PEO

   By WCC, March 12, 2015
   • 4 replies
   • 4.3k views
   • 
   • hr for me
   • March 13, 2015

8. What happens when the beneficiary dies the day after the participant?

   By Guest CK401K, July 2, 2014
   • 6 replies
   • 4.3k views
   • 
   • masteff
   • July 2, 2014

9. 60-Day Rollover Rule Question

   By Gadgetfreak, March 14, 2012
   • 13 replies
   • 4.3k views
   • 
   • MoJo
   • June 5, 2012

10. A Not-So-Worthy Competitor: Uncle Sam's myRA

    By austin3515, January 29, 2014
    • 42 replies
    • 4.3k views
    • 
    • GMK
    • February 5, 2014

11. Egtrra

    By Guest kgsingletary, October 29, 2001
    • 20 replies
    • 4.3k views
    • 
    • Bob R
    • November 13, 2001

12. Participant Directed vs. Trustee Directed

    By Dennis Povloski, June 14, 2011
    • 1 reply
    • 4.3k views
    • 
    • Bird
    • June 15, 2011

13. DOL Letter

    By Guest halka, September 25, 1998
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • September 25, 1998

14. Company Merger - 401K Termination?

    By Guest Jodi, September 29, 1998
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • October 12, 1998

15. ADP/ACP excess employer excise tax calculation

    By RRB, April 11, 2011
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • August 14, 2013

16. Determiantion of Top Heavy Status

    By Tom Poje, September 16, 1998
    • 1 reply
    • 4.3k views
    • 
    • LCARUSI
    • September 16, 1998

17. Severance from employment in multiple employer plan

    By Guest hb95, October 22, 2013
    • 7 replies
    • 4.3k views
    • 
    • PensionPro
    • April 8, 2019

18. Lost Earnings and form 5330

    By Ahuntingus, February 8, 2022
    • 12 replies
    • 4.3k views
    • 
    • Belgarath
    • February 15, 2022

19. 401(k) protection against participant's judgment creditors

    By stevena, October 26, 2001
    • 4 replies
    • 4.3k views
    • 
    • david rigby
    • October 26, 2001

20. Clarification of Sec. 3401(a) Wages

    By Guest Jimmy B, March 8, 2000
    • 1 reply
    • 4.3k views
    • 
    • John A
    • March 28, 2000

21. Board Resolution signature date

    By Benefits 101, September 18, 2012
    • 6 replies
    • 4.3k views
    • 
    • Bird
    • September 19, 2012

22. When had a "distribution" of excess contributions occurred?

    By Guest Grumpy455, March 29, 2005
    • 28 replies
    • 4.3k views
    • 
    • Guest
    • April 4, 2005

23. Rev Proc 2008-50 Appendix A QNEC calculation

    By Guest CherylWD, March 23, 2011
    • 9 replies
    • 4.3k views
    • 
    • ETA Consulting LLC
    • April 1, 2011

24. deadline for making top heavy contribution to DC plan

    By k man, January 13, 2004
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • January 12, 2005

25. excess deferrals and excess contributions ..form 5500 and statements

    By Draper55, May 6, 2014
    • 2 replies
    • 4.3k views
    • 
    • Tom Poje
    • May 6, 2014

26. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.3k views
    • 
    • masteff
    • January 12, 2012

27. Roth Catch Up final regs

    By Paul I, September 15
    • 15 replies
    • 4.3k views
    • 
    • LMK TPA
    • September 19

28. Substantial and Recurring Contributions

    By austin3515, September 17, 2013
    • 16 replies
    • 4.3k views
    • 
    • david rigby
    • September 18, 2013

29. Top Heavy Determination

    By Guest kgsingletary, December 9, 2002
    • 19 replies
    • 4.3k views
    • 
    • Tom Poje
    • January 10, 2003

30. Hardship distribution for Terminated Participant

    By Guest Tracy H, April 10, 2001
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • April 14, 2001

31. Vacation Time A taxable fringe??

    By austin3515, June 28, 2016
    • 17 replies
    • 4.2k views
    • 
    • Belgarath
    • January 15

32. How many lives should an administrator handle?

    By Guest soup, September 26, 2001
    • 16 replies
    • 4.2k views
    • 
    • Erik Read
    • October 19, 2001

33. want to know how to make union plans deductible for employer

    By Guest brettlopez, October 1, 1998
    • 1 reply
    • 4.2k views
    • 
    • LCARUSI
    • October 1, 1998

34. Negative Contributions

    By Safeharbor29, July 21, 2015
    • 4 replies
    • 4.2k views
    • 
    • QDROphile
    • July 21, 2015

35. Excluding part-time employees

    By Brian Gallagher, July 31, 2003
    • 13 replies
    • 4.2k views
    • 
    • Guest
    • August 1, 2003

36. Is a self-directed brokerage investment option that requires a minimum

    By Guest ak, November 15, 1999
    • 7 replies
    • 4.2k views
    • 
    • Dowist
    • November 19, 1999

37. Stable Value Market Value Gain

    By MoJo, January 16, 2003
    • 20 replies
    • 4.2k views
    • 
    • MWeddell
    • April 2, 2003

38. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.2k views
    • 
    • austin3515
    • April 22, 2015

39. K-1 compensation for calculating match/profit sharing?

    By Lori H, September 10, 2013
    • 2 replies
    • 4.2k views
    • 
    • Bird
    • September 11, 2013

40. Trust to Trust Transfers

    By Guest Julie, November 29, 2006
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • November 30, 2006

41. Deferring before eligible

    By Guest CGBS, February 24, 2000
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • August 21, 2009

42. LLC - 401k contributions

    By Guest chris4013, April 18, 2005
    • 23 replies
    • 4.2k views
    • 
    • Bird
    • June 29, 2005

43. QSLOB 401(k) Question

    By Guest allisonperry, August 4, 2008
    • 3 replies
    • 4.2k views
    • 
    • JanetM
    • August 4, 2008

44. closely held organization

    By Guest MMorgan, October 6, 1998
    • 1 reply
    • 4.2k views
    • 
    • Dawn Hafner
    • October 6, 1998

45. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.2k views
    • 
    • KJohnson
    • September 12, 2002

46. Unallocated forfeitures

    By Guest KLM3, May 5, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 6, 2009

47. Amount in board resolution

    By Zorro1k, December 11, 2015   

    • board resolution
    • discretionary
    • (and 1 more)

      Tagged with:

      • board resolution
      • discretionary
      • Profit Sharing
    • 14 replies
    • 4.2k views
    • 
    • Mike Preston
    • May 8, 2017

48. FIdelity Bonding Coverage

    By stevena, January 14, 2004
    • 9 replies
    • 4.2k views
    • 
    • Guest
    • April 28, 2005

49. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.2k views
    • 
    • Appleby
    • February 26, 2003

50. late deposits, safe harbor and profit sharing

    By eilano, June 22, 2010
    • 4 replies
    • 4.2k views
    • 
    • Kevin C
    • June 23, 2010