401(k) Plans

19,321 topics in this forum

1. New 402(g) Limits for Non-CY Plans

   By davef, June 21, 2001
   • 1 reply
   • 1.7k views
   • 
   • Bob R
   • June 22, 2001

2. Form 5307 - Schedule Q

   By MBCarey, April 3, 2003
   • 1 reply
   • 1.4k views
   • 
   • lkpittman
   • April 3, 2003

3. Minimum Service Requirements

   By Guest newbee, June 20, 2003
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 20, 2003

4. IRC 318 stock attribution in year of divorce...

   By jaemmons, March 9, 2004
   • 1 reply
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • March 9, 2004

5. top 20%

   By Guest greggi39, September 22, 2004
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • September 22, 2004

6. Distribution in controlled group situation

   By jkharvey, January 11, 2005
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • January 11, 2005

7. Deferrals on Compensation above 401(a)(17) limit

   By James Matt Ullakko, November 24, 2005
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • November 25, 2005

8. Participating Employer

   By DLavigne, February 16, 2006
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • February 23, 2006

9. Roth IRA Rules

   By Guest scarletrose, October 11, 2006
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 11, 2006

10. Land in profit sharing plan sold

    By Pixie, June 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 13, 2008

11. Relius ASP question

    By Guest stevena1, February 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 11, 2009

12. Loan defaulted due to administrative issue

    By katie58, November 28, 2012
    • 1 reply
    • 846 views
    • 
    • ETA Consulting LLC
    • November 28, 2012

13. E-Sign

    By Guest A_Dude, September 16, 2013   

    • Plan Forms
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 18, 2013

14. Reverse QNEC Allocation

    By Guest RrtQka, February 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 10, 2014

15. ACA Notice

    By Safeharbor29, June 1, 2015
    • 1 reply
    • 750 views
    • 
    • Flyboyjohn
    • June 1, 2015

16. top heavy safe harbor plan with different eligibility

    By K2retire, February 27, 2016
    • 1 reply
    • 696 views
    • 
    • Mike Preston
    • February 27, 2016

17. Match True up template in excel

    By Jack Cosgrove, October 19, 2018   

    • match
    • true up
    • 1 reply
    • 1.4k views
    • 
    • Doghouse
    • October 19, 2018

18. 401k funded by employer and not fixed

    By AlbanyConsultant, May 19, 2020
    • 1 reply
    • 402 views
    • 
    • Bird
    • May 19, 2020

19. Negative/Passive Enrollment in 401(k)

    By Guest Linnea118, September 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 3, 1999

20. Lawsuit Settlement Proceeds

    By Molgilny89, November 21, 2022
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • November 21, 2022

21. In-service withdrawal with a loan

    By Guest VPA, March 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 24, 2000

22. 6621(A) Underpayment

    By austin3515, December 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • BFree
    • December 4, 2002

23. Prohibited Transactions

    By Guest allanH, April 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 23, 2003

24. Available Amount for New Loan 2 Existing Loans

    By Guest ROB VIDOVICH, June 3, 2003
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 3, 2003

25. Participant dies, designates 2 beneficiaries (70% to one and 30% to one), 30% Beneficiary is also deceased.

    By FundeK, December 24, 2003
    • 1 reply
    • 1k views
    • 
    • jevd
    • December 24, 2003

26. bottom up qmac

    By eilano, August 31, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2004

27. Union employees in NS PT?

    By Guest new2nqdc, October 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • October 28, 2005

28. Contribution Crediting Rules under Section 415

    By Guest CharlieLaur, May 24, 2010
    • 1 reply
    • 949 views
    • 
    • Kevin C
    • May 25, 2010

29. Union Employee Exclusion

    By Guest ckling, April 29, 2011
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 29, 2011

30. Forfeitures

    By Nassau, September 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 8, 2011

31. Pre-Entry Date Compensation

    By Nassau, January 4, 2013   

    • Safe Harbor Contributions
    • 1 reply
    • 4.7k views
    • 
    • Jim Chad
    • January 5, 2013

32. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 957 views
    • 
    • ETA Consulting LLC
    • February 9, 2014

33. Equal Investment Opportunities

    By Stash026, November 9, 2015
    • 1 reply
    • 940 views
    • 
    • ESOP Guy
    • November 9, 2015

34. Law firm with 401-k splitting

    By KevinMc, May 19, 2017
    • 1 reply
    • 464 views
    • 
    • ETA Consulting LLC
    • May 19, 2017

35. Multiple Employer Plan Spin-Off and Testing

    By constance_james, February 20, 2021   

    • multiple employer plan
    • successor plan
    • (and 1 more)

      Tagged with:

      • multiple employer plan
      • successor plan
      • adp
    • 1 reply
    • 1k views
    • 
    • Alonzo Church
    • February 22, 2021

36. Group Term Life

    By Dazednconfused, October 13, 2021
    • 1 reply
    • 889 views
    • 
    • CuseFan
    • October 13, 2021

37. Prior year ADP and Current year ACP

    By Guest EBC, December 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 21, 1999

38. Secure 2.0-Roth catchup

    By justatester, June 6, 2023
    • 1 reply
    • 514 views
    • 
    • Lou S.
    • June 6, 2023

39. Penalty for Late Filing of 1094/1095

    By metsfan026, April 10, 2024
    • 1 reply
    • 489 views
    • 
    • Sabrina1
    • April 10, 2024

40. Individual(k) Plan

    By FJR, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Earl
    • December 22, 2002

41. 401k rules for Temp Agencys

    By Guest BillU, January 20, 2004
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • January 20, 2004

42. 1099'S - PS 58 Cost and regular distributions

    By Guest Achilles, February 6, 2004
    • 1 reply
    • 1.8k views
    • 
    • goldtpa
    • February 6, 2004

43. Entity change from S-Corp to Partnership - change in compensation type for shareholders

    By Guest Jane Freeman, February 25, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 25, 2004

44. "otherwise excludable" testing

    By PensionNewbee, March 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

45. Changing the Plan Year

    By Nassau, March 16, 2012
    • 1 reply
    • 834 views
    • 
    • ETA Consulting LLC
    • March 16, 2012

46. Minimum funding requirement applicable to sole-participant plan?

    By Guest 401(k) newbie, March 25, 2013
    • 1 reply
    • 955 views
    • 
    • Lou S.
    • March 25, 2013

47. service provider audit

    By Guest flpensionguy, July 30, 2013
    • 1 reply
    • 1k views
    • 
    • rcline46
    • July 30, 2013

48. ADP Refund of Roth Deferrals--April 15 important?

    By BG5150, October 31, 2013
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2013

49. Deferral Changes

    By bcsn77, May 19, 2017
    • 1 reply
    • 431 views
    • 
    • CuseFan
    • May 19, 2017

50. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro, December 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 1999