401(k) Plans

19,275 topics in this forum

1. Do former key employees receive TH minimum?

   By jkharvey, December 23, 2013
   • 1 reply
   • 1.2k views
   • 
   • PensionPro
   • December 23, 2013

2. Testing Issues(?) different eligibiltiy for 401k and SH match

   By Brian Gallagher, October 14, 2004
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • October 14, 2004

3. Board resolution used to limit deferral percentage and define catch-up contributions

   By baileybear, August 1, 2019
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • August 2, 2019

4. Form 5500 reporting of 2015 Contribution made in November 2016 for calendar year plan

   By AdKu, October 27, 2016   

   • Form 5500 reporting
   • 3 replies
   • 1.2k views
   • 
   • Kevin C
   • October 28, 2016

5. Safe Harbor Method Change

   By Guest jimmybeau, December 22, 2008
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • December 22, 2008

6. Suspension of 401(k) contributions

   By Guest Giovanni, August 27, 2003
   • 1 reply
   • 1.2k views
   • 
   • MJ Hartman
   • August 27, 2003

7. Is distribution without a distributable event a PT?

   By jkharvey, September 23, 2010
   • 1 reply
   • 1.2k views
   • 
   • KMG77
   • September 27, 2010

8. controlled group of corporations

   By lexi, December 12, 2006
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • December 13, 2006

9. Catchup reclass

   By Guest Jeff Weber, March 3, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • March 4, 2008

10. Reporting of late deferrals on Form 5500-SF

    By DDB BN, June 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • ratherbereading
    • June 21, 2019

11. Eligible Compensation

    By Nassau, August 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • August 7, 2012

12. Participating Employer Adoption Discretionary Amendment

    By austin3515, January 19, 2015
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • January 19, 2015

13. Dividend payment election

    By Guest NGG53, December 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2009

14. PPA/PBGC for Termed DC Plans

    By austin3515, September 14, 2006
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • September 15, 2006

15. Investment Advice for Free 55 and older - discriminatory?

    By Benefits to all, April 30, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • May 1, 2013

16. User Fee and Tax Credit

    By Guest caddieadmin, February 22, 2007
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007

17. 401(k) Max

    By Guest sstincone, February 1, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 1, 2005

18. Maxing Out Deferral

    By coleboy, December 8, 2017
    • 3 replies
    • 1.2k views
    • 
    • jsample
    • December 11, 2017

19. Fee Disclosure - When a plan converts to a new provider and the fee structure changes from sponsor paid to participant paid .......

    By Guest Why, October 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • October 15, 2004

20. Successor Plan Question

    By Guest B'Etor, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • May 13, 2004

21. New 401k for Er w/ SARSEP

    By austin3515, September 8, 2014
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 15, 2014

22. Top Heavy

    By Guest dbx, December 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 30, 2002

23. Rehire entry

    By Guest JPIngold, November 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2010

24. Control Group... simple "yes" or "no"

    By Basically, June 27, 2023
    • 9 replies
    • 1.2k views
    • 
    • Belgarath
    • July 3, 2023

25. Return of loan payments after filing Ch 13 BK

    By Guest Do, September 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 5, 2003

26. Safe Harbor Diminimus?

    By rjterpstra19, January 24
    • 5 replies
    • 1.2k views
    • 
    • Artie M
    • January 24

27. Catch-up Contributions

    By Guest carsonv, September 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • WDIK
    • September 8, 2003

28. top heavy 401k

    By Guest greggi39, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 15, 2002

29. Multiple K-1's

    By austin3515, March 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • March 29, 2010

30. SIMPLE IRA

    By Guest koolkid, April 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2003

31. Fringe Benefits and THM<

    By austin3515, March 6, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 8, 2010

32. Allocation conditions for part time employees

    By 30Rock, August 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • 30Rock
    • August 16, 2011

33. medical opt out and contribution to PS plan

    By Guest racetothefinish, April 30, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 30, 2003

34. Prohibition on Reverting to ADP Testing when SH not satisfied

    By Guest Suanne, January 31, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 31, 2006

35. In-service distribution on account of disablity

    By blue, June 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • blue
    • June 24, 2009

36. Hospital based physicians/affiliated service group

    By Guest mcw, November 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 5, 2003

37. 401k corrections

    By Guest lindamichals, August 21, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 21, 2008

38. Controlled Group Plan Merger Question

    By runningabizness, December 3, 2020   

    • 401k
    • controlled group
    • 6 replies
    • 1.2k views
    • 
    • runningabizness
    • December 4, 2020

39. vesting on individual account statements

    By Guest Margaret25, October 30, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2007

40. Rule of Parity

    By R. Butler, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • February 3, 2011

41. Qualified dividends from employer stock

    By Guest swwalden1, February 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 24, 2004

42. Determining 5% Owners in a Controlled Group

    By Susan S., February 29, 2016
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 1, 2016

43. Change in vesting schedule

    By Doghouse, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • Doghouse
    • February 2, 2010

44. deductibility question

    By wsp, June 20, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2007

45. Employer deposited more into the salary deferral account than what was actually deferred

    By Guest DCquestioner, June 24, 2009
    • 2 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • June 25, 2009

46. Catch-up contributions

    By Guest Achilles, August 16, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • August 16, 2004

47. Deduction Limit & Floor/offset arrangements

    By Guest Ddalk, November 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2003

48. Effect of EPCRS and ability to automatic cashout terminated employees

    By Guest benefitsnewbie, April 3, 2012
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • April 4, 2012

49. Cashing out 401k

    By hawkeye1959, October 16, 2019
    • 5 replies
    • 1.2k views
    • 
    • hawkeye1959
    • October 18, 2019

50. top heavy on sarsep rollovers

    By MJ Hartman, December 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • MJ Hartman
    • December 13, 2002