401(k) Plans

19,321 topics in this forum

1. Annual notice for automatic enroolment

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

2. Excess Contributions Determined Following Death of Participant

   By Guest T-BONE, October 23, 2002
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 23, 2002

3. Solo to General 401(k) Plan?

   By TPApril, January 13, 2023
   • 12 replies
   • 1.2k views
   • 
   • Peter Gulia
   • January 22, 2023

4. Changing entry requirements

   By jkharvey, October 11, 2006
   • 2 replies
   • 1.2k views
   • 
   • jkharvey
   • October 12, 2006

5. Spin-off from ESOP plan

   By cpc0506, March 19, 2012
   • 0 replies
   • 1.2k views
   • 
   • cpc0506
   • March 19, 2012

6. Catch-Up 6/30 YE Question

   By BTH, August 29, 2002
   • 2 replies
   • 1.2k views
   • 
   • BTH
   • August 30, 2002

7. Best Practices for 401(k) Recordkeepers

   By Guest mporterst, November 6, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • November 6, 2009

8. QDIA

   By Doghouse, December 6, 2012
   • 3 replies
   • 1.2k views
   • 
   • four01kman
   • December 7, 2012

9. Controlled Group and compliance testing

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

10. What the heck is this??

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

11. Carve out base on hours

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

12. HCE or not

    By Guest Pat Metallic, January 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • January 5, 2009

13. Sole Proprietor - Late Deferral Contributions

    By Guest revier, November 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • November 18, 2004

14. 402(f) notice software

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

15. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince, April 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • April 26, 2006

16. Leased Employees

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

17. Prohibited Transaction?

    By Guest notapensiongeek, June 15, 2009
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • June 18, 2009

18. Loan Default

    By Guest revier, December 1, 2004
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • December 1, 2004

19. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G., August 24, 2023
    • 14 replies
    • 1.2k views
    • 
    • Belgarath
    • August 28, 2023

20. HCE determination for new business

    By Guest MPLipp, December 1, 2008
    • 3 replies
    • 1.2k views
    • 
    • buckaroo
    • December 3, 2008

21. Safe Harbor Match and Discretionary Match

    By Guest abajeb, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2006

22. Articles on the dangers of "Self Trustee" K plans

    By Guest cj4, September 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • September 10, 2004

23. Deferrals on Limited Segments of pay

    By rcline46, December 16, 2006
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • December 19, 2006

24. 5500 not filed, GUST and EGTRRA not complete.

    By Guest jhilliard, December 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 17, 2003

25. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

26. Plan Design

    By Guest naveen, September 8, 2008
    • 6 replies
    • 1.2k views
    • 
    • GBurns
    • September 9, 2008

27. Profit Sharing Plan termination

    By cpc0506, July 26, 2013
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • July 29, 2013

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

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

29. Life insurance on partner

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

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

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

31. Change in SH contribution type

    By Guest PCS Inc, August 19, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 20, 2009

32. Employees for 401(k) plan purposes?

    By Guest KMP, November 13, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2006

33. Forfeitures and Coverage Testing

    By DTH, April 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 21, 2006

34. Children, attribution, EZ

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

35. Late Contributions to 401k plan

    By FT Retire, October 28, 2022
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • November 1, 2022

36. Compensation Definition

    By Guest RetirementPlanWI, October 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2010

37. 402(g) violations for HCEs

    By jaemmons, February 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2003

38. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • July 16, 2019

39. Eligibility with Rehires

    By Nate X, December 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 19, 2005

40. Terminated Plan and audit requirement

    By cpc0506, April 19, 2012
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 19, 2012

41. Minimum Service Requirements

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

42. Statutory Plan Entry

    By Gilmore, January 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • January 21, 2004

43. Safe Harbor Rescension

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

44. Nondiscrimination Testing

    By austin3515, October 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • October 11, 2006

45. safe harbor plan design

    By Guest Betsy Oakey, July 19, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 19, 2006

46. Change in NRA for Money Purchase Plans

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

47. Loan interest with pooled account

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

48. Late Top Heavy Minimum Contributions

    By jpokusa, May 23, 2018   

    • top heavy
    • minimum contributions
    • (and 2 more)

      Tagged with:

      • top heavy
      • minimum contributions
      • late contributions
      • excise taxes
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 24, 2018

49. name of plan "401K"

    By thepensionmaven, May 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • May 9, 2016

50. Valuation at Distribution

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