401(k) Plans

19,275 topics in this forum

1. Non-Profit and/or foreigner as beneficiary?

   By CJS07, January 29, 2007
   • 0 replies
   • 1.2k views
   • 
   • CJS07
   • January 29, 2007

2. Change in NRA for Money Purchase Plans

   By Guest Madison, June 14, 2007
   • 1 reply
   • 1.2k views
   • 
   • KJohnson
   • June 14, 2007

3. Ineligible participant deferring before entry date

   By ajustice, April 4, 2019
   • 3 replies
   • 1.2k views
   • 
   • justanotheradmin
   • April 4, 2019

4. Distribution

   By waid10, December 8, 2006
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • December 8, 2006

5. Plan Mergers - Change in Equivalencies

   By BentoBox, September 16
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • September 16

6. Controlled Group and compliance testing

   By Guest Achilles, February 24, 2005
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • February 25, 2005

7. What the heck is this??

   By austin3515, October 28, 2014
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • October 28, 2014

8. Determination of catch-ups in an off calendar plan

   By MR, August 17, 2004
   • 2 replies
   • 1.2k views
   • 
   • MR
   • August 17, 2004

9. 401(k) refund due to company acquisition

   By R. Butler, April 21, 2015
   • 4 replies
   • 1.2k views
   • 
   • R. Butler
   • May 1, 2015

10. Key employee definition for top heavy

    By Tom, May 16, 2022
    • 3 replies
    • 1.2k views
    • 
    • Tom
    • May 17, 2022

11. 402(f) notice software

    By Guest RONNIE WASEL, June 12, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2001

12. Children, attribution, EZ

    By K-t-F, January 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 11, 2006

13. Leased Employees

    By DTH, August 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • August 19, 2003

14. Check the Box SPD

    By austin3515, December 17, 2002
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • December 18, 2002

15. Applying for a Determination Letter (Form 5300)

    By fiona1, November 16, 2011
    • 3 replies
    • 1.2k views
    • 
    • fiona1
    • November 16, 2011

16. Safe Harbor Rescension

    By Archimage, November 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Archimage
    • November 30, 2004

17. Sole Prop 401(k) Deferral & Pension Comp

    By flosfur, July 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • Lori Friedman
    • July 19, 2007

18. Loan interest with pooled account

    By BG5150, September 21, 2010
    • 2 replies
    • 1.2k views
    • 
    • Jim Norman
    • September 21, 2010

19. EPCRS

    By Nassau, July 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • July 20, 2007

20. Prefunded Match

    By wsp, April 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • 401_4_ever
    • April 20, 2007

21. Retirement status as it relates to a P/S allocation

    By Guest Achilles, January 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • chris
    • January 8, 2004

22. Service for "Affiliated Employer" = Service for failed bank

    By BonoConsilio, July 30, 2010
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • November 4, 2010

23. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.2k views
    • 
    • Larry Starr
    • May 15, 2020

24. Rev. Rul. 58-230 says a participant can get in-service withdrawal if he incurs a 6 month suspension from participation. Still in effect?

    By Guest Giovanni, September 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 26, 2003

25. Eligibility requirements for 401k

    By Pammie57, August 26, 2020
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • August 28, 2020

26. Extending Initial Plan Year to Avoid Short Plan Year

    By 401 Chaos, December 22, 2009
    • 2 replies
    • 1.2k views
    • 
    • 401 Chaos
    • December 30, 2009

27. Annuity Option Language in 401(k) Plan

    By rocknrolls2, September 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 8, 2006

28. early entry in plan

    By cpc0506, June 18, 2010
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • June 21, 2010

29. Minimum Service Requirements

    By Guest newbee, June 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

30. Top Heavy Contribution

    By Guest jetfaninmn, November 28, 2005
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • November 28, 2005

31. Life insurance on partner

    By Guest charlesperry, April 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 2, 2012

32. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

33. Control Group Determination

    By pixmax, July 23, 2014
    • 6 replies
    • 1.2k views
    • 
    • My 2 cents
    • July 24, 2014

34. Lifetime Income Statements

    By Anon401kTPA, July 26, 2022
    • 15 replies
    • 1.2k views
    • 
    • Bird
    • July 28, 2022

35. Dentist with Multiple Corporations

    By DP, September 29, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2004

36. Increase the Need Rule / Hardship Distributions

    By Gruegen, May 22, 2006
    • 1 reply
    • 1.2k views
    • 
    • namealreadyinuse
    • May 23, 2006

37. Amend Money Purchase to PS/401(k)

    By PMC, February 20, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

38. Reduction of cross tested percentage to NHCEs from 7% to 3%, but 5% has already been deposited into Participant accounts. Can cash be removed?

    By Guest ChopperPilot, March 10, 2005
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 11, 2005

39. Loan Calculation

    By Guest jetfaninmn, August 18, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2005

40. Changing Plan Year

    By Guest kstorch, April 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • RCK
    • April 15, 2004

41. Minimum Distribution Requirements To A Retired Re-Hire.

    By Guest hilda, November 16, 2002
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • November 16, 2002

42. timing of sole proprietor 401k deposits

    By Guest EPS2, March 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 15, 2011

43. 404(a)(5) and plans that cover only owners

    By 12AX7, July 31, 2012
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • July 31, 2012

44. Prohibited Transaction

    By 30Rock, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2010

45. Valuation at Distribution

    By Guest LLandau, January 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • January 4, 2003

46. Suspension of 2008 Safe Harbor 3% Requirement

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2009

47. Prevailing wage ADP test

    By R. Butler, August 24, 2017
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 24, 2017

48. Annual notice for automatic enroolment

    By blue, October 5, 2006
    • 0 replies
    • 1.2k views
    • 
    • blue
    • October 5, 2006

49. LLCs, LLPs- business entities and compensation

    By Guest Napili, June 1, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • June 3, 2003

50. Information about ASPPA certification 2016

    By swam, June 14, 2016   

    • 401k5500
    • 403b
    • (and 2 more)

      Tagged with:

      • 401k5500
      • 403b
      • retirement plans
      • ESPPA
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • June 14, 2016