401(k) Plans

19,275 topics in this forum

1. 501(c)(6) tax exempt organization

   By Guest km6719, February 14, 2003
   • 1 reply
   • 1.2k views
   • 
   • jaemmons
   • February 14, 2003

2. Testing issues-President of Co, but not employee - Controlled group of corps

   By Guest cosmo01, November 4, 2003
   • 7 replies
   • 1.2k views
   • 
   • Brian Gallagher
   • November 5, 2003

3. husband and wife - solo k plan

   By cpc0506, October 10, 2022
   • 8 replies
   • 1.2k views
   • 
   • Nate S
   • October 19, 2022

4. Safe Harbor Plan Termination Short Plan Year

   By Guest SRH, February 5, 2008
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 5, 2008

5. Payroll company mix up

   By K2retire, August 5, 2014
   • 4 replies
   • 1.2k views
   • 
   • K2retire
   • August 6, 2014

6. Safe Harbor Plan

   By pmacduff, December 1, 2003
   • 4 replies
   • 1.2k views
   • 
   • R. Butler
   • December 1, 2003

7. E & O Insurance

   By Guest LTurner, April 1, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 1, 2002

8. PArticipant Loanms - 50K Limit

   By austin3515, November 16, 2012
   • 6 replies
   • 1.2k views
   • 
   • Tom Poje
   • November 19, 2012

9. Automatic Enrollment

   By CLE401kGuy, August 31, 2017   

   • automatic enrollment
   • 3 replies
   • 1.2k views
   • 
   • BenefitJack
   • September 2, 2017

10. Transfer of In-Plan Annuity to an IRA

    By CharlesS, August 19, 2021
    • 4 replies
    • 1.2k views
    • 
    • ErnieG
    • August 20, 2021

11. Terminating a 401k Plan - final 5500 question

    By James Shen, October 26, 2023   

    • 5500
    • plan termination
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • October 27, 2023

12. Alternative Investment

    By ejohnke, July 1, 2024
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • July 3, 2024

13. Different PS Formulas

    By PFranckowiak, April 11, 2017
    • 9 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2017

14. tip income

    By DPL, February 23, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 23, 2012

15. ISPP - "Investment" Roles and Responsibilities

    By Guest CLEVPS, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 22, 2004

16. Triple Stack Match Conditions

    By The Bartender, July 8, 2024
    • 5 replies
    • 1.2k views
    • 
    • The Bartender
    • July 9, 2024

17. Lower Safe Harbor for a HCE?

    By Guest Thornton, January 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2002

18. final plan year (short plan year) where the assets are distributed; amendment required?thanks!

    By Guest hog4you2, December 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2004

19. calculating net income for APP test

    By Alex Daisy, March 4, 2011
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • March 7, 2011

20. 2005 Employer Contribution not yet allocated

    By PMC, February 21, 2007
    • 3 replies
    • 1.2k views
    • 
    • PMC
    • February 22, 2007

21. RMD

    By RLR, December 31, 2013
    • 4 replies
    • 1.2k views
    • 
    • RLR
    • January 2, 2014

22. New Plan - Okay with Successor Rule?

    By justanotheradmin, September 28, 2015   

    • successor
    • termination
    • 0 replies
    • 1.2k views
    • 
    • justanotheradmin
    • September 28, 2015

23. Treasury Regs on the web

    By Brian Gallagher, March 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • GBurns
    • March 5, 2003

24. allocating forfeitures

    By k man, July 23, 2007
    • 2 replies
    • 1.2k views
    • 
    • four01kman
    • July 23, 2007

25. early retirement and in-service withdrawals

    By Brian Gallagher, March 25, 2003
    • 3 replies
    • 1.2k views
    • 
    • MWeddell
    • March 26, 2003

26. Hardship for Medical Bills and Workmans Comp Claim

    By Guest SWH, January 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 18, 2010

27. IRS questionnaire

    By PAL, February 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • PAL
    • February 19, 2010

28. Eligibility Computation Period

    By Pam S., December 11, 2017
    • 2 replies
    • 1.2k views
    • 
    • Pam S.
    • December 12, 2017

29. top heavy test: include PS rec'ble?

    By doombuggy, April 10, 2015   

    • top heavy test
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • April 13, 2015

30. 401k along with pure p/s plan

    By Guest lip, December 3, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 3, 2008

31. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • June 15, 2012

32. Safe Harbor 401(k) and Allocation

    By buckaroo, November 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • November 16, 2006

33. Minimum Deferral Contribution

    By Guest saotampa, May 5, 2008
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • May 6, 2008

34. 401k auto enroll recapture

    By Guest ghal, August 14, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

35. minimum income to defer $14,000 in 2003

    By Earl, December 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • December 18, 2003

36. Mortgage loan early pay-off; have to pay all interest that would have

    By Lori H, February 5, 2003
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • February 5, 2003

37. Controlled Group-one entity matches other does not -Comp used question

    By DLMRetire, December 6, 2013
    • 2 replies
    • 1.2k views
    • 
    • DLMRetire
    • December 8, 2013

38. Using SS Retirement Age as Testing Age

    By austin3515, January 27, 2017
    • 7 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 20, 2018

39. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2003

40. Top Heavy!

    By Jilliandiz, January 31, 2005
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 1, 2005

41. 2021 401k+SH plan set up deadline

    By Jakyasar, November 5, 2020
    • 6 replies
    • 1.2k views
    • 
    • AndrewZ
    • November 9, 2020

42. merger situation

    By Kimberly S, July 15, 2008
    • 3 replies
    • 1.2k views
    • 
    • JanetM
    • July 16, 2008

43. participant direction of nonvested assets?

    By Guest MarshaMay, February 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • February 28, 2003

44. Controlled Group - 1st year after transition period

    By JBones, May 13, 2013
    • 0 replies
    • 1.2k views
    • 
    • JBones
    • May 13, 2013

45. QNEC IN 2006

    By Guest geschaft, February 6, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 7, 2007

46. QNEC to correct ADP test - Relius

    By pmacduff, January 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

47. ACA Notification

    By Guest Hgreer, May 6, 2013   

    • Automatic
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 6, 2013

48. Rehire Rules for New Plan

    By clangeland, February 10, 2015
    • 2 replies
    • 1.2k views
    • 
    • clangeland
    • February 10, 2015

49. Individual Annuities

    By Guest Thornton, April 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 17, 2007

50. "separation from employment"/"severance of employment"

    By lexi, August 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • lexi
    • August 18, 2007