401(k) Plans

19,321 topics in this forum

1. Statutory Exclusion - Class Change

   By LKSmoke, February 2, 2018
   • 2 replies
   • 1.2k views
   • 
   • 401_noob
   • February 2, 2018

2. Max Loan Amount

   By goldtpa, March 27, 2013
   • 2 replies
   • 1.2k views
   • 
   • 12AX7
   • March 28, 2013

3. Forfeiture account and expense

   By retbenser, January 13, 2013
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 13, 2013

4. Controlled Group

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

5. 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

6. DOL recommending suspending deferrals until late contributions are caught up

   By Guest cbjohnson, August 1, 2005
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • August 1, 2005

7. Safe Harbor Notice Sponsor changes mind twice

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

8. Payment of non-spouse beneficiary

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

9. Successor Plan?

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

10. Gang of Six Plan

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

11. Safe Harbor question......

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

12. Out of the PEO

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

13. taxation of distribution to minor children of decesed participant

    By k man, March 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2004

14. K-1 comp

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

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

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

16. Top-heavy and catch up

    By Becky Schwing, May 4, 2022
    • 8 replies
    • 1.2k views
    • 
    • CuseFan
    • May 5, 2022

17. plan limitation predictions

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

18. Merger Question

    By khn, May 23, 2025
    • 3 replies
    • 1.2k views
    • 
    • Ilene Ferenczy
    • May 27, 2025

19. Funding of Merged Plans

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

20. Beneficiaries

    By Guest Julie, October 16, 2002
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

21. ownership question

    By Guest yukon, November 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • November 11, 2005

22. Startup SH 401K Plan

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

23. 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

24. Excess Deferral for 2006

    By Guest AJM 34, August 7, 2007
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • August 7, 2007

25. Vesting Rights for Employee on Military Leave

    By Guest Mike Schwing, November 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • ccassetty
    • November 13, 2003

26. Charging Distribution Fee to the participant

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

27. Terminating DC Plan with ADP Excess

    By Guest dms9999, December 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • December 19, 2008

28. PPA Technical Corrections Bill

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

29. 401(k) MRD Issue

    By bzorc, November 10, 2015
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • November 12, 2015

30. Beneficiary

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

31. Mid Year SH QNEC

    By AJ North, June 1, 2011
    • 3 replies
    • 1.2k views
    • 
    • AJ North
    • June 3, 2011

32. Optimal PS Contribution

    By austin3515, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 12, 2005

33. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar, July 13, 2021
    • 11 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • July 14, 2021

34. Single Participant Profit Sharing Plan

    By MBCarey, August 2, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • August 2, 2006

35. Bond question on small plan with non-qual assets

    By pbarrett, August 19, 2004
    • 4 replies
    • 1.2k views
    • 
    • Earl
    • August 20, 2004

36. Reduced compensation

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

37. Can ADP/ACP Testing Methods be Different?

    By Guest PB&J, June 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 10, 2005

38. Voluntary Contribution and Roth Conversion

    By Basically, January 31, 2024
    • 11 replies
    • 1.2k views
    • 
    • Basically
    • October 14, 2024

39. Forfeiture allocations

    By Guest djm, August 5, 2004
    • 1 reply
    • 1.2k views
    • 
    • ljr
    • August 5, 2004

40. Not sure where this post should go?

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

41. 401k Million Dollars

    By Guest scarletrose, December 4, 2006
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • December 4, 2006

42. Employer Cannot Fund SH Match

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

43. Plan Termination?

    By Guest Michael Anderson, April 22, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • April 23, 2003

44. Forfeiture Allocations

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

45. Discrimination

    By Randy Watson, June 20, 2007
    • 5 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 20, 2007

46. Plan Termination and Loansd

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

47. Use of Excess Revenue to Pay Expenses

    By khn, June 17, 2015
    • 5 replies
    • 1.2k views
    • 
    • khn
    • June 19, 2015

48. Employer stock

    By Guest ENT, December 6, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • December 8, 2011

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

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

50. Partial Plan Termination

    By blue, January 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 26, 2011