401(k) Plans

19,320 topics in this forum

1. Transfer of ees who change status

   By ESOP Guy, August 9, 2011
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • August 10, 2011

2. automatic enrollment

   By k man, March 22, 2007
   • 0 replies
   • 1.1k views
   • 
   • k man
   • March 22, 2007

3. Loan failure withholding issue

   By Guest EBcounsel, October 16, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 16, 2010

4. New IRS Notice 2020-23 Loan Repayment Confusion

   By mydayjob, April 15, 2020   

   • cares act
   • 1 reply
   • 1.1k views
   • 
   • AKconsult
   • April 17, 2020

5. Effective Date of Top Heavy Provisions for EGTRRA

   By Guest bgiles, June 29, 2003
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • June 30, 2003

6. Rollover within a multiple employer plan and Top heavy

   By legort69, December 27, 2017   

   • rollover multiple employer plan top heavy
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • December 29, 2017

7. Safe Harbor 401(k) & top heavy

   By R. Butler, January 28, 2016
   • 3 replies
   • 1.1k views
   • 
   • Gadgetfreak
   • January 29, 2016

8. Seperate Line of Business Clarification

   By Guest jml24star, August 18, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • August 19, 2004

9. allocate loan interest in pooled 401(k) plan

   By M Norton, March 16, 2021
   • 5 replies
   • 1.1k views
   • 
   • M Norton
   • March 20, 2021

10. True-up Timing - BRF Issue?

    By BTG, March 26, 2025
    • 5 replies
    • 1.1k views
    • 
    • Paul I
    • March 27, 2025

11. Can ayone instruct me on how to use the BenefitsLink SEARCH ?

    By Guest ETodd, October 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • October 16, 2003

12. plan amendments

    By Guest mmc, March 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • QNPG
    • March 22, 2011

13. Is A Training Period Included for Eligibility and Vesting Purposes?

    By rocknrolls2, April 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • April 2, 2007

14. Terminating plan/lost participants/rollovers

    By Chippy, April 27, 2018
    • 11 replies
    • 1.1k views
    • 
    • chc93
    • May 2, 2018

15. eligibility

    By Guest RJF, September 30, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2006

16. Reward/Performance Based Matches

    By Guest elmo27, November 4, 2011
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • November 7, 2011

17. Reference guides for TPAs on the annual cycle?

    By SensibleUsername, September 28, 2025
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 30, 2025

18. Changing Provisions to a Safe Harbor Match plan mid year

    By Guest Brenda Schachle, December 20, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2011

19. Is a participant who terminates at NRA or ERA entitled to a Top Heavy contribution?

    By bevfair, February 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 5, 2015

20. ADP Testing

    By imchipbrown, June 19, 2003
    • 3 replies
    • 1.1k views
    • 
    • imchipbrown
    • June 20, 2003

21. Can Participant be excluded prospectively?

    By Dougsbpc, December 12, 2014
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 12, 2014

22. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • February 27, 2004

23. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

24. Shark Attack

    By joel, December 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • joel
    • December 23, 2004

25. QDIA default investment

    By k man, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

26. Cash Balance/401(k) Plan Offset Arrangements

    By QNPG, February 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • QNPG
    • February 25, 2011

27. Controlled Group

    By Guest 409 eh?, April 19, 2011
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • April 19, 2011

28. 414(s) Test

    By TJ, June 13, 2025
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • June 16, 2025

29. Can a Recordkeeper fund a QNEC ?

    By MARYMM, August 26, 2011
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • August 26, 2011

30. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 5, 2003

31. investment selection

    By Guest cabenefits, July 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • July 10, 2003

32. Fees charged to participants

    By CJS07, October 23, 2008
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 23, 2008

33. Roth in plan conversion

    By Santo Gold, April 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • April 4, 2013

34. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • March 9, 2009

35. SARSEP to 401k

    By cpc0506, February 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 24, 2012

36. Roth Contributions

    By Guest IRISH79, May 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Steelerfan
    • May 2, 2007

37. 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

38. Are amounts forfeited included in the one-year add back when determining the top heavy ratio?

    By TPABob, May 1, 2018   

    • forfeitures
    • top heavy
    • (and 2 more)

      Tagged with:

      • forfeitures
      • top heavy
      • distributions
      • one-year addback
    • 9 replies
    • 1.1k views
    • 
    • TPABob
    • May 2, 2018

39. Missed PSP Contribution - plan previously terminated

    By Good401(k), March 13, 2018   

    • 401(a)
    • profit-sharing
    • (and 2 more)

      Tagged with:

      • 401(a)
      • profit-sharing
      • missed contribution
      • corrective contribution
    • 4 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • March 18, 2018

40. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • May 25, 2004

41. Inservice Distributions

    By MBCarey, June 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • g8r
    • June 20, 2003

42. 401(k) Plan investment review

    By Guest ojs000, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2010

43. Inadvertant CODA

    By Alf, September 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Alf
    • September 18, 2003

44. Effective Date for New Safe Harbor Plan

    By Susan S., July 3, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 4, 2013

45. Is this a successor employer?

    By AlbanyConsultant, January 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 14, 2014

46. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • EGB
    • June 11, 2003

47. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 28, 2003

48. New Form 8822-B

    By 30Rock, March 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 14, 2014

49. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party, February 5, 2025
    • 5 replies
    • 1.1k views
    • 
    • Interested Party
    • February 5, 2025

50. 100% tax withholding on deminimus distributions?

    By Guest Cricket1, October 22, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2002