401(k) Plans

19,321 topics in this forum

1. Plan covers only HCE's - Safe Harbor Notice Required?

   By Guest SarahB, September 4, 2009
   • 6 replies
   • 1.7k views
   • 
   • K2retire
   • September 8, 2009

2. Plan Data Survey

   By Guest jhilliard, January 14, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • January 14, 2004

3. Plan Deferral Limit ?

   By pholosofizer, December 1, 2014
   • 4 replies
   • 969 views
   • 
   • Bird
   • December 1, 2014

4. Plan Deferral Limit when Flat dollar exceed pay

   By mattmc82, June 5, 2020
   • 2 replies
   • 696 views
   • 
   • Bird
   • June 5, 2020

5. Plan Design

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

6. Plan Design

   By Guest WCHB, September 8, 2011
   • 5 replies
   • 1.3k views
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   • Leopurrd
   • September 8, 2011

7. Plan design - allowing a changing to a distribution option by a beneficiary

   By Guest who me?, May 27, 2005
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • May 27, 2005

8. Plan Design - Exclude HCEs

   By Gilmore, December 30, 2015
   • 5 replies
   • 1.1k views
   • 
   • K2retire
   • December 31, 2015

9. Plan Design - owner w/low pay wants higher contributions

   By chuTzPA, May 8, 2019
   • 3 replies
   • 541 views
   • 
   • shERPA
   • May 8, 2019

10. Plan Design - Owners Creating New Plan for Staff

    By Guest Pippy, October 18, 2013   

    • Aggregated Testing
    • Plan Design
    • (and 1 more)

      Tagged with:

      • Aggregated Testing
      • Plan Design
      • Top Heavy
    • 5 replies
    • 1.6k views
    • 
    • buckaroo
    • October 18, 2013

11. Plan Design - Using Staffing Company

    By PFranckowiak, September 16, 2019
    • 3 replies
    • 2.4k views
    • 
    • Larry Starr
    • September 16, 2019

12. plan design after EGTRRA for very small employer

    By Guest deathbycashcall, November 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • November 8, 2001

13. Plan design error

    By rlb64, September 28, 2005
    • 11 replies
    • 2.1k views
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    • mbozek
    • September 30, 2005

14. Plan design for hotel chain. Control group issues.

    By Guest tlrhodes, May 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 20, 1999

15. plan design help

    By wsp, September 26, 2005
    • 7 replies
    • 1.5k views
    • 
    • jquazza
    • September 28, 2005

16. Plan design question

    By SteveH, August 17, 2006
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • August 18, 2006

17. Plan Design Question

    By Spencer, October 19, 2010
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 21, 2010

18. Plan design question: Limited HCE eligibility

    By Santo Gold, December 4, 2018
    • 4 replies
    • 543 views
    • 
    • Larry Starr
    • December 5, 2018

19. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay, August 2, 2023
    • 11 replies
    • 1.4k views
    • 
    • Bird
    • August 4, 2023

20. Plan Disqualification due to 70 1/2 Distr

    By Guest dstran, December 3, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 5, 2007

21. Plan distribution after deemed distribution of defaulted loan

    By 7806akp, May 18, 2011
    • 4 replies
    • 4.4k views
    • 
    • 7806akp
    • May 18, 2011

22. Plan distribution fees and hardship withdrawals

    By blue, June 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 14, 2007

23. Plan Distributions

    By Guest KevinP, February 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • March 5, 2002

24. Plan doc allows for provisions, but no service provider offers it

    By 401kay, August 24, 2022
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • August 29, 2022

25. Plan Document - updated for TRA'86

    By Guest AP, March 7, 1999
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • March 8, 1999

26. Plan Document Excludes Key - Plan Fails

    By Vlad401k, March 13, 2015
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • March 16, 2015

27. Plan Document limits deferrals to 50% of compensation

    By Pammie57, August 25, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • August 25, 2015

28. Plan document matter

    By Gary, December 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • DMcGovern
    • December 7, 2010

29. plan document missing-VCP issue

    By cpc0506, February 26, 2019
    • 10 replies
    • 2.5k views
    • 
    • Luke Bailey
    • February 27, 2019

30. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • SheilaD
    • June 15, 2012

31. Plan Document Question

    By khn, March 3, 2021
    • 19 replies
    • 2.6k views
    • 
    • Elizabeth G
    • March 5, 2021

32. Plan Document Question

    By khn, January 30, 2024
    • 2 replies
    • 661 views
    • 
    • Patricia Neal Jensen
    • January 31, 2024

33. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

    By KJohnson, December 21, 2000
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • December 21, 2000

34. Plan document restatement

    By Gary, July 10, 2009
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 10, 2009

35. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026, December 9, 2021
    • 1 reply
    • 408 views
    • 
    • CuseFan
    • December 9, 2021

36. Plan Document Restatements - Solo 401(k) Plans

    By metsfan026, March 27, 2025
    • 2 replies
    • 657 views
    • 
    • AlbanyConsultant
    • March 28, 2025

37. Plan Document Signature Requirements

    By Guest CRA, May 5, 2003
    • 10 replies
    • 3.4k views
    • 
    • g8r
    • May 7, 2003

38. Plan Document Statements

    By Stash026, April 15, 2016
    • 2 replies
    • 778 views
    • 
    • Griswold
    • April 15, 2016

39. Plan document versus trust agreement versus proxy statement. which go

    By fidu, February 5, 2003
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 6, 2003

40. Plan Document vs. Union Agreement?

    By Guest Chaffee, October 9, 2004
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • October 10, 2004

41. Plan Document?

    By Jilliandiz, May 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • May 18, 2005

42. Plan Documents

    By Guest PenPal, December 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 21, 2005

43. Plan Documents

    By Guest wmpension, December 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2005

44. Plan does not want to make Safe Harbor contribution-what happens?

    By JHalligan, October 26, 2022
    • 8 replies
    • 1.3k views
    • 
    • Bird
    • October 28, 2022

45. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA, March 14, 2017
    • 11 replies
    • 2k views
    • 
    • duckthing
    • October 4, 2023

46. Plan effective 10/1 and deferral/ SH Match limits

    By Pammie57, August 11, 2021
    • 6 replies
    • 762 views
    • 
    • Lou S.
    • August 12, 2021

47. Plan Effective Date

    By mming, October 23, 2007
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

48. Plan Effective date < Corporate Date if Incorporation

    By rblum50, July 30, 2010
    • 5 replies
    • 1.2k views
    • 
    • PensionPro
    • August 2, 2010

49. Plan Effective date for newly unrelated entities

    By JustMe, November 9, 2020
    • 0 replies
    • 386 views
    • 
    • JustMe
    • November 9, 2020

50. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 891 views
    • 
    • Cobras59
    • June 28, 2022