401(k) Plans

19,321 topics in this forum

1. Coverage failure

   By Guest Bearlee, March 10, 2009
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • March 10, 2009

2. No Beneficiary on File

   By JKW, May 2, 2012
   • 3 replies
   • 1.2k views
   • 
   • JKW
   • May 3, 2012

3. installment option

   By k man, August 20, 2008
   • 1 reply
   • 1.2k views
   • 
   • ERISAnut
   • August 20, 2008

4. Another Individual (k) Question

   By Guest EAS, December 23, 2004
   • 4 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • December 23, 2004

5. Severance--12 months of no 401k deferrals

   By Oh so SIMPLE, September 17, 2012
   • 2 replies
   • 1.2k views
   • 
   • Lou S.
   • September 18, 2012

6. QNECs and prior year testing

   By Guest Jane Freeman, March 4, 2004
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 22, 2004

7. Excess Contributions

   By Guest Joe Vasko, January 27, 2003
   • 2 replies
   • 1.2k views
   • 
   • Disco Stu
   • January 27, 2003

8. Excess Contributions Cannot Be Made Because Amounts Distributed Per a QDRO

   By Guest Grumpy455, February 17, 2005
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • February 17, 2005

9. employer accidentally turned off EE contribution

   By Guest fcdeacy, December 5, 2006
   • 2 replies
   • 1.2k views
   • 
   • 401_4_ever
   • December 5, 2006

10. Safe Harbor Enhanced Match w/an additional $25K profit sharing contribution

    By Guest TLCPension, October 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 9, 2003

11. Unused Sick Time Payments

    By DTH, February 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • February 12, 2003

12. Client erroneously informed ee’s of discontinuation of match

    By Guest Powers, November 18, 2002
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • November 20, 2002

13. Question about Top heavy exemption for SH Plan with Dual eligibility

    By Jim Chad, May 7, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 7, 2010

14. Delinquent Loans - Transfer to Successor Plan?

    By Guest Chaffee, December 15, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2003

15. 401(k) Amendments on Account of Final Regs.

    By chris, October 17, 2005
    • 0 replies
    • 1.2k views
    • 
    • chris
    • October 17, 2005

16. Taxation of deferrals

    By Guest Sieve, October 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • October 20, 2008

17. What to do with problem investment in a self directed 401(k) plan?

    By katieinny, August 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • August 4, 2005

18. Does sungard plan language require coverage and contributions?

    By Floridaattorney, August 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • cdavis25
    • September 3, 2013

19. Loan Refinance

    By Guest SLBRB, June 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • June 19, 2014

20. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2012

21. Loan Interest

    By Guest mgreenwald, April 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • May 9, 2003

22. Prototype - Was 401k, now PS Only

    By austin3515, November 27, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • November 28, 2012

23. controlled group question

    By Guest Moira, October 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 12, 2006

24. Cycle E

    By 30Rock, April 5, 2010
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2010

25. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.2k views
    • 
    • chuTzPA
    • February 26, 2013

26. DETERMINING HCE'S FOR NEW MEMBER OF CONTROLLED GROUP

    By Lori H, February 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 11, 2005

27. Doctor Group

    By TPS, May 26, 2016
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • June 4, 2016

28. Required Minimum Distribution

    By PFranckowiak, April 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • PFranckowiak
    • April 21, 2011

29. LLCs forming PLLC

    By Tinman, May 8, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tinman
    • May 9, 2008

30. Amendment to Change Method for Crediting Service

    By ERISAAPPLE, November 22, 2017
    • 3 replies
    • 1.2k views
    • 
    • AKconsult
    • November 27, 2017

31. Rehire after rollover

    By Guest CeCe_4_UNCP, December 31, 2010
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • January 3, 2011

32. RMD Refresher

    By Tom, September 29, 2023
    • 3 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • October 3, 2023

33. RMD and Rollovers

    By goldtpa, November 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 9, 2011

34. Key Employees

    By Guest SharonB, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 1, 2003

35. Safe Harbor and Changing Compensation

    By Randy Watson, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 15, 2008

36. Safe Harbor Match Formula

    By HarleyBabe, December 18, 2013
    • 4 replies
    • 1.2k views
    • 
    • HarleyBabe
    • December 20, 2013

37. Automatic Enrollment

    By CLE401kGuy, September 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2013

38. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.2k views
    • 
    • TPApril
    • September 26, 2020

39. Partnership Tax Deductibilty of Contributions / Deposit Timing

    By CLE401kGuy, August 6, 2013
    • 0 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • August 6, 2013

40. Keogh to MEP

    By Guest FJMISS, September 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 16, 2009

41. Correcting An Account Error

    By Guest Karenm, September 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 20, 2007

42. EIN

    By Guest mk2308, July 27, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 27, 2005

43. Eligibility for Hardship Distribution

    By metsfan026, November 1, 2024
    • 5 replies
    • 1.2k views
    • 
    • fmsinc
    • November 5, 2024

44. termination of safe harbor provisions

    By Guest Jane Freeman, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 11, 2005

45. Safe Harbor Matches and Top Heavy...

    By Guest RONNIE WASEL, June 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 9, 2003

46. Safe Harbor Match

    By DP, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • DP
    • September 29, 2003

47. 401k Loans

    By Patrick401k, July 22, 2024
    • 10 replies
    • 1.2k views
    • 
    • 401king
    • July 24, 2024

48. Loan payments--people get paid bi-weekly, send monthly contribs

    By Brian Gallagher, November 14, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • November 14, 2003

49. QMAC/QNEC option for Incorrect ER Match; Failed Testing (VCP & VFCP)

    By IhrtERISA, August 15, 2016   

    • VFCP
    • QMAC
    • (and 5 more)

      Tagged with:

      • VFCP
      • QMAC
      • QNEC
      • VCP
      • Match
      • ADP
      • ACP
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • August 17, 2016

50. PPA

    By Nassau, October 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • October 3, 2008