401(k) Plans

19,275 topics in this forum

1. Top Heavy Requirements

   By Guest Toni Jo, August 8, 2007
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • August 8, 2007

2. 5500 for MEPs

   By 30Rock, September 2, 2011
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • September 2, 2011

3. employee contributions and employer matching

   By Guest Wedge1, January 27, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • January 30, 2007

4. K-1 comp

   By Lori H, August 17, 2007
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • August 18, 2007

5. Princ. Residence Loan to pay divorcee out

   By Guest chris4013, December 23, 2005
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • December 23, 2005

6. Does anyone have a good model notice for negative (automatic) election

   By Guest John C. Forrester, May 1, 2000
   • 0 replies
   • 1.2k views
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   • Guest
   • May 1, 2000

7. Controlled Group

   By Fisher, December 13, 2006
   • 1 reply
   • 1.2k views
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   • Belgarath
   • December 13, 2006

8. Funding of Merged Plans

   By Guest Ray Corneau, December 11, 2002
   • 4 replies
   • 1.2k views
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   • Brian Gallagher
   • December 12, 2002

9. Safe Harbor Notice Sponsor changes mind twice

   By Guest nancy814, November 23, 2010
   • 2 replies
   • 1.2k views
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   • Guest
   • November 23, 2010

10. Payment of non-spouse beneficiary

    By austin3515, June 30, 2009
    • 2 replies
    • 1.2k views
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    • masteff
    • June 30, 2009

11. Successor Plan?

    By cathyw, June 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • June 30, 2009

12. Reduced compensation

    By Guest cynthiar, January 29, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • January 29, 2004

13. Can anyone direct me to a sample copy of a Safe Harbor Notice?

    By Guest Michael Anderson, November 10, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 10, 2003

14. Gang of Six Plan

    By DMcGovern, July 22, 2011
    • 2 replies
    • 1.2k views
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    • mbozek
    • July 23, 2011

15. Late Contributions to 401k plan

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

16. Late contributions for some participants

    By Guest tonjer, May 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 15, 2003

17. Partner 402g issue

    By austin3515, December 27, 2011
    • 5 replies
    • 1.2k views
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    • austin3515
    • December 28, 2011

18. 402(g) Exceeded - Effect on Testing

    By Vlad401k, March 31, 2015
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 31, 2015

19. Prior year testing method per document, would like to amend to current year...

    By Guest jhilliard, July 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • July 19, 2004

20. eligible to noneligible status

    By pmacduff, June 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2011

21. Limiting investment in Employer Stock

    By Guest justbetmd, December 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 8, 2006

22. Forfeiture Allocations

    By Guest baker0429, June 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

23. Plan forfeiture allocated to participants as fee credit

    By legort69, April 10, 2019
    • 9 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 11, 2019

24. Collective bargaining agreement (CBA) formula and pre-approved plan document

    By 30Rock, April 23, 2024
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 23, 2024

25. 401(k) Plan + SIMPLE IRA

    By Guest Ted Kowalchuk, CFP, CFS,, February 24, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 24, 2006

26. Excluded Class employee allowed to participate in plan

    By 401kQ's, June 6, 2018
    • 7 replies
    • 1.2k views
    • 
    • 401kQ's
    • June 6, 2018

27. DC Plan that invests into a DB Plan

    By Guest ahayford, January 21, 2005
    • 4 replies
    • 1.2k views
    • 
    • No Name
    • January 22, 2005

28. USERRA

    By Nassau, May 29, 2013   

    • Profit Sharing Contributions
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • May 29, 2013

29. approval of loans fiduciary or misisterial function?

    By k man, October 3, 2007
    • 2 replies
    • 1.2k views
    • 
    • Locust
    • October 3, 2007

30. Employee Continued to Defer after Hardship Dist

    By sdix401k, August 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 9, 2006

31. Charging Distribution Fee to the participant

    By ErisaGeek, November 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • ErisaGeek
    • November 2, 2004

32. Not a Controlled Group When ER Thought it Was

    By Benefits Vet, December 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • Benefits Vet
    • January 6, 2020

33. Special HCE Elective Deferral Eligibility Requirement for Safe Harbor 401(k) Plan

    By KMMB, April 19, 2021
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • April 21, 2021

34. Beneficiary

    By Guest stevena1, February 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 27, 2007

35. Loan Default

    By Guest elang, October 19, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 19, 2012

36. plan limitation predictions

    By Tom Poje, September 16, 2005
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 16, 2005

37. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • March 10, 2009

38. Transaction reporting for contributions in brokerage accounts

    By TPApril, January 15
    • 4 replies
    • 1.2k views
    • 
    • Bruce1
    • January 17

39. Startup SH 401K Plan

    By ERISA13, November 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • ERISA13
    • November 19, 2009

40. Employer Cannot Fund SH Match

    By Dougsbpc, August 13, 2014
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • August 14, 2014

41. Trust Statement Due Date

    By Guest koo, February 19, 2010
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 20, 2010

42. Safe Harbor question......

    By Guest jhilliard, March 23, 2004
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 23, 2004

43. Safe Harbor & Loans

    By CJS07, January 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • January 26, 2007

44. Not sure where this post should go?

    By stevena, May 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Demosthenes
    • May 27, 2004

45. Out of the PEO

    By Guest Mike Schwing, December 4, 2002
    • 2 replies
    • 1.2k views
    • 
    • alanm
    • December 10, 2002

46. PPA Technical Corrections Bill

    By blue, December 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • blue
    • December 13, 2007

47. Should illigal aliens be excluded from ADP/ACP testing?

    By Guest GRobert, August 19, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2005

48. Plan Termination and Loansd

    By austin3515, January 13, 2012
    • 5 replies
    • 1.2k views
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    • austin3515
    • January 13, 2012

49. SSI Acceptance Letter, participant on SSI and collects Pension payments in installments... then found to be committing fraud...

    By Guest annette1001, April 21, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2004

50. Catch-UP. HCE dies before attaining age 50.

    By fiona1, February 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 8, 2005