401(k) Plans

19,275 topics in this forum

1. Is the Top Heavy Minimum being met?

   By Guest Powers, September 27, 2002
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • September 28, 2002

2. RAP - "Adopted or Effective

   By austin3515, January 23, 2011
   • 0 replies
   • 1.2k views
   • 
   • austin3515
   • January 23, 2011

3. SECURE 2.0 amendment

   By Tom, April 4
   • 3 replies
   • 1.2k views
   • 
   • Paul I
   • April 7

4. Restricting Comp for PS allocation due to hardship w/d?

   By Guest Spock, June 6, 2013   

   • Hardship w/d impact on comp
   • 6 replies
   • 1.2k views
   • 
   • GMK
   • June 6, 2013

5. beneficiary designation form

   By ERISA25, May 24, 2010
   • 0 replies
   • 1.2k views
   • 
   • ERISA25
   • May 24, 2010

6. Solo to General 401(k) Plan?

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

7. Forfeitures for Plan Expenses

   By austin3515, March 23, 2013
   • 4 replies
   • 1.2k views
   • 
   • austin3515
   • March 25, 2013

8. Prior year testing with no prior year NHCEs

   By Bird, January 18, 2011
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • January 18, 2011

9. New Catch-up regs

   By JDuns, July 8, 2003
   • 1 reply
   • 1.2k views
   • 
   • MWeddell
   • July 14, 2003

10. Who Normally Chooses Investment Provider - Trustee or Plan Adminitrator

    By namealreadyinuse, October 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • October 27, 2006

11. who is considered Highly comp for a 401k plan

    By Guest dcarlin, July 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • July 12, 2005

12. Store Sale

    By Guest hitt24, January 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 17, 2006

13. Multiple Employer Plan

    By Zoey, February 24, 2010
    • 4 replies
    • 1.2k views
    • 
    • Zoey
    • February 26, 2010

14. aggregating plans for testing

    By Santo Gold, June 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 8, 2006

15. Prohibited Transaction?

    By Randy Watson, December 16, 2004
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • December 16, 2004

16. Great Plans

    By Guest 1, September 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • September 12, 2005

17. fees reimbursed by plan

    By Guest anne1, July 20, 2006
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 20, 2006

18. After Tax Contributions

    By Guest Patti SP, October 17, 2014
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • October 21, 2014

19. Restatement when Plan Sponser MIA

    By Zorro1k, April 27, 2016   

    • restatement
    • 5 replies
    • 1.2k views
    • 
    • Zorro1k
    • April 27, 2016

20. Loan Policy

    By 52626, April 2, 2014
    • 1 reply
    • 1.2k views
    • 
    • FormsRstillmylife
    • April 2, 2014

21. Automatic Rollovers

    By Kevin01, August 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Kevin01
    • August 18, 2006

22. Loan Policy

    By Guest PlanSponsorQuestion, February 13, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 13, 2009

23. Failure to include eligible employees

    By Guest mmc, February 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • February 12, 2004

24. Maximum Deferral

    By khn, April 21, 2017
    • 11 replies
    • 1.2k views
    • 
    • NJ Mike
    • April 25, 2017

25. Controlled group - Testing by separate divisions...

    By jaemmons, March 4, 2004
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

26. Safe Harbor and Changing Compensation

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

27. Safe Harbor Match Formula

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

28. 409a payments

    By Mike318, October 22, 2018
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 23, 2018

29. EE for a company.. and SE for himself. Can he defer $12K in both plans?

    By K-t-F, December 8, 2003
    • 5 replies
    • 1.2k views
    • 
    • E as in ERISA
    • December 8, 2003

30. Property in Earmarked Account

    By Guest notapensiongeek, July 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • July 24, 2009

31. Open MEP

    By pjb1835, September 13, 2018
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2018

32. Plan runs aground on shoals in a not-so-Safe Harbor

    By Guest Hilarion, December 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2004

33. document amendments not signed

    By Guest Dan Kutzke, September 26, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 26, 2007

34. statutory exclusion and elapsed time

    By cpc0506, December 18, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • December 18, 2012

35. Participant Terminated with Sev-pay...

    By K-t-F, January 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • K-t-F
    • January 31, 2005

36. Dividend Payouts and Hardships

    By RCT, July 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • July 14, 2017

37. Excess Deferral + ADP Excess Contribution and Non-Calendar Year Plan Years

    By DTH, November 30, 2004
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • November 30, 2004

38. Part time to full time and back

    By ombskid, October 25, 2016
    • 6 replies
    • 1.2k views
    • 
    • rcline46
    • October 31, 2016

39. Affiliated Service Group

    By Guest saotampa, May 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • May 22, 2007

40. Top Heavy

    By Guest yarpstel, August 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • jaemmons
    • August 27, 2003

41. catch up contributions

    By Guest joeplans, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 26, 2004

42. Late RMD

    By cpc0506, September 25, 2017
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • September 25, 2017

43. gap period income

    By Guest JTK, September 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • fiona1
    • September 30, 2009

44. Compensation of employees of affiliated service groups after terminati

    By billfgrady, January 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • billfgrady
    • January 31, 2003

45. Beneficiary

    By Guest A_Dude, March 6, 2013   

    • Quick Question
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • March 6, 2013

46. Top Heavy allocation and use in 410(b) test

    By Guest hog4you2, April 5, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 6, 2004

47. How do you give the Top Heavy minmum contribution

    By Earl, September 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • September 16, 2004

48. Controlled group and key employee

    By Guest moosegirl, July 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 12, 2004

49. Hardship Withdraw from 401(K) Plan

    By Guest jkrad, April 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • April 7, 2004

50. Michigan 401k plan for small employers

    By Guest nherkowitz, February 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2006