401(k) Plans

19,321 topics in this forum

1. 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

2. Annual Notice for Auto Enrollees

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

3. Payment to nonresident (Canadian) beneficiary

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

4. Sole-Prop & Partner 415 Limit

   By Guest padmin, October 31, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 31, 2005

5. multiple employer 401(k) paln

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

6. Compensation Limitation Election Available to Certain Participants

   By SSRRS, March 4, 2021
   • 21 replies
   • 1.2k views
   • 
   • Belgarath
   • March 11, 2021

7. Regulatory Reporting Fees

   By fidu, May 22, 2002
   • 0 replies
   • 1.2k views
   • 
   • fidu
   • May 22, 2002

8. Company Match

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

9. Safe Harbor Diminimus?

   By rjterpstra19, January 24, 2025
   • 5 replies
   • 1.2k views
   • 
   • Artie M
   • January 24, 2025

10. Increase minimum amount for loan

    By Dan, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Alf
    • August 20, 2004

11. 401K to IRA Direct Rollover Period

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

12. Daily Valuation

    By mjf06241972, July 13, 2020
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 13, 2020

13. Top Heavy Plan

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

14. Rolling over into a 401(k)

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

15. Erroneous Automatic Contributions

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

16. Life Insurance after attaining NRA

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

17. Automatic Enrollment amendment

    By Lori H, June 24, 2013
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • June 24, 2013

18. ineligible employe deferrals

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

19. 401Ik) deferrals deposited directly to participant's rollover IRA

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

20. Matching Contributions Based on Partial Deferral?

    By Leopurrd, December 3, 2004
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • December 6, 2004

21. Dentist with Multiple Corporations

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

22. Small business retirement plan options

    By Jeannine, October 6, 2022
    • 2 replies
    • 1.2k views
    • 
    • Bri
    • October 6, 2022

23. First Calendar Year for purposes of RMD

    By jevd, February 23, 2018   

    • rmd
    • 5 replies
    • 1.2k views
    • 
    • card
    • February 27, 2018

24. Safe Harbor Match - Compensation

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

25. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party, January 23, 2025
    • 17 replies
    • 1.2k views
    • 
    • rocknrolls2
    • January 24, 2025

26. PPA Benefit Statements

    By austin3515, December 26, 2006
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • December 26, 2006

27. Compensation and 401k Loans

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

28. Secure 2.0 - Traumatic Vel Non

    By fmsinc, February 21, 2025
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 25, 2025

29. 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

30. 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

31. 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

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

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

33. Safe Harbor Match

    By Guest jefe96, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

34. Union & Non-Union Employees

    By Guest Sara H, November 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 18, 2004

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

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

36. Vesting for terminated participants

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

37. Fixed Fee Deductions - can it be discriminatory?

    By TPApril, February 10, 2022
    • 10 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • February 22, 2022

38. Employer Stock and 401(k) Plan

    By DABU, March 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • DABU
    • April 6, 2019

39. Applying for a Determination Letter (Form 5300)

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

40. Reverse QNEC Allocation

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

41. Compensation

    By k man, January 24, 2006
    • 0 replies
    • 1.2k views
    • 
    • k man
    • January 24, 2006

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

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

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

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

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

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

45. Carve out base on hours

    By Guest Benny Guy, March 30, 2012
    • 7 replies
    • 1.2k views
    • 
    • masteff
    • March 30, 2012

46. Affliated Service Group?

    By Spencer, August 20, 2015   

    • ASG
    • 2 replies
    • 1.2k views
    • 
    • Spencer
    • August 21, 2015

47. max contribution allocation

    By Guest tbt, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 17, 2002

48. Coverage - Employer Contributions

    By Guest SWadd, August 30, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 30, 2010

49. Broker Fees

    By Zoey, November 23, 2010
    • 4 replies
    • 1.2k views
    • 
    • Zoey
    • December 1, 2010

50. Maximum Contribution for fiscal plans ending in 2004

    By KoolLady4, March 3, 2004
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2004