401(k) Plans

19,275 topics in this forum

1. Error on Match Calc

   By Spencer, August 18, 2011
   • 4 replies
   • 1.2k views
   • 
   • Spencer
   • August 23, 2011

2. Money Purchase/401k merger

   By Guest Lex, June 15, 2002
   • 1 reply
   • 1.2k views
   • 
   • RTK
   • June 15, 2002

3. Spouse death results in hardship

   By Guest jdstar, January 6, 2008
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • January 6, 2008

4. Payment to nonresident (Canadian) beneficiary

   By Guest TroyRiley, June 3, 2004
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • June 4, 2004

5. HCE: Deferral % increases mid yr. Is catch-up contribution allowed?

   By Guest ckv, September 15, 2005
   • 4 replies
   • 1.2k views
   • 
   • WDIK
   • September 19, 2005

6. multiple employer 401(k) paln

   By Guest JBeck, April 7, 2005
   • 3 replies
   • 1.2k views
   • 
   • Kirk Maldonado
   • April 8, 2005

7. SERP Providers

   By Guest vqualplan, June 30, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 30, 2005

8. Late deferral Deposit and VFCP application

   By AdKu, June 4, 2018
   • 14 replies
   • 1.2k views
   • 
   • ERISAAPPLE
   • June 5, 2018

9. Top-Heavy Aggregation

   By MGOAdmin, May 15, 2015   

   • top heavy
   • aggregation
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • May 15, 2015

10. Compensation and 401k Loans

    By Guest Amanda Davis, January 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • 2muchstress
    • January 28, 2003

11. Top Heavy Plan adding Safe Harbor

    By Guest willwork4shoes, November 13, 2003
    • 5 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • November 14, 2003

12. Switching Recordkept Platforms and Late Deferrals

    By msmith, May 15, 2014
    • 3 replies
    • 1.2k views
    • 
    • msmith
    • May 16, 2014

13. Rolling over into a 401(k)

    By Guest petey, July 15, 2004
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • July 15, 2004

14. Erroneous Automatic Contributions

    By Guest Astro, September 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2007

15. MP merged into PS plan

    By Guest tws, August 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

16. Plan Termination

    By Guest hitt24, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • namealreadyinuse
    • January 26, 2006

17. Question regarding distribution,

    By Guest termy, May 19, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 21, 2007

18. Amendment to switch to prior year testing

    By Guest terryh123, March 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2004

19. Subsequent Eligibility Computation Period

    By Mr Bagwell, June 19, 2019   

    • plan entry
    • subsequent eligibility comp period
    • 5 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • June 21, 2019

20. Safe Harbor Match - Compensation

    By Guest Jstriley, May 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 10, 2010

21. Return of Auto Deferral Contribution

    By Guest SLBRB, September 28, 2012
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2012

22. Canadian one-man-show SoloK plan

    By K-t-F, January 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • K-t-F
    • January 16, 2006

23. 401K to IRA Direct Rollover Period

    By Guest MWM92111, August 23, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2001

24. Traditional SH Match/Top Heavy

    By Cathy from Chicago, December 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 13, 2007

25. Annual Notice for Auto Enrollees

    By Guest Jose Rosario, May 31, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 31, 2001

26. Aggregation in 2001 but not in 2002 . . . what are the prior year NHCE

    By Guest T-BONE, May 1, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2002

27. Safe Harbor Contribution to Owners

    By Danny CPA, April 10, 2015
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 12, 2015

28. Life Insurance after attaining NRA

    By Guest MrT, June 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • June 1, 2005

29. ineligible employe deferrals

    By maverick, June 26, 2003
    • 4 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • June 29, 2003

30. 401Ik) deferrals deposited directly to participant's rollover IRA

    By Guest mmc, February 24, 2005
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 28, 2005

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

    By Belgarath, July 8, 2021
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • July 12, 2021

32. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.2k views
    • 
    • AJC
    • April 23, 2019

33. Company Match

    By Guest TimO, April 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 9, 2003

34. Sole proprietor incorporated: Keep old 401(k) or create new one?

    By Guest hk73, April 13, 2005
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • April 13, 2005

35. ADP failure

    By pbarrett, March 17, 2003
    • 4 replies
    • 1.2k views
    • 
    • jaemmons
    • March 17, 2003

36. Reverse QNEC Allocation

    By Guest RrtQka, February 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 10, 2014

37. Amending Vesting service requirement from all years to participation

    By AdKu, December 15, 2016   

    • Amending Vesting service requ
    • vesting from all yrs to part
    • 3 replies
    • 1.2k views
    • 
    • AdKu
    • December 15, 2016

38. Deferral / Safe Harbor Match on Bonuses

    By hch4cpa, April 3, 2019
    • 10 replies
    • 1.2k views
    • 
    • ratherbereading
    • April 8, 2019

39. Can a trust be a participant in the 401k plan

    By jkharvey, September 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

40. CRD repayments Notice 2020-50

    By Ian, July 25, 2020
    • 5 replies
    • 1.2k views
    • 
    • Ian
    • July 28, 2020

41. SIMPLE IRA and 401(k) in a Controlled Group

    By CTipper, August 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • CTipper
    • August 22, 2006

42. Turning off Automatic Contribution Arrangement

    By Dennis Povloski, December 27, 2010
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • December 28, 2010

43. SH Match - Company Sold

    By Guest saotampa, May 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 3, 2007

44. Document Provisions.

    By Guest Kevin1, February 3, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 5, 2009

45. Eligible to excluded class, loan payments

    By Guest sviola, November 16, 2012
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • November 16, 2012

46. Roth 401(k) Assets to Pay Plan Expenses

    By Jean, March 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • March 9, 2006

47. Vesting for terminated participants

    By Guest kmm, September 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 8, 2005

48. Top Heavy contribution for deceased participant?

    By Guest persie, March 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • movedon
    • March 13, 2012

49. Seeking a clarification for employee contribution

    By basumukherji, December 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • Don Levit
    • December 16, 2008

50. Form 1099-R not filed for deemed loan

    By DDB BN, November 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • DDB BN
    • November 8, 2019