401(k) Plans

19,275 topics in this forum

1. Rabbi Trust

   By fidu, March 28, 2002
   • 8 replies
   • 4k views
   • 
   • fidu
   • April 2, 2002

2. QKA (DC-1 and DC-2) used materials

   By Sammiemor, May 8, 2019
   • 6 replies
   • 4k views
   • 
   • Dave Baker
   • May 13, 2019

3. Contributing unused sick leave or paid time off to a 401(k) plan

   By Guest Mark Porter, November 4, 2001
   • 1 reply
   • 4k views
   • 
   • Tom Poje
   • November 5, 2001

4. DOL online calculator NOT sufficient?

   By SavingsRUS, July 14, 2015   

   • 401(k)
   • Form 5330
   • (and 1 more)

     Tagged with:

     • 401(k)
     • Form 5330
     • Prohibited Transaction
   • 3 replies
   • 4k views
   • 
   • Gadgetfreak
   • July 15, 2015

5. To terminate or to freeze 401(k) provisions in mid year?

   By Guest Alex Calin, April 22, 1999
   • 13 replies
   • 4k views
   • 
   • Guest
   • May 6, 1999

6. Safe Harbor to HCEs

   By Gilmore, March 1, 2016
   • 15 replies
   • 4k views
   • 
   • Tom Poje
   • March 14, 2017

7. 5500-EZ Nonfiler

   By austin3515, April 6, 2010
   • 9 replies
   • 4k views
   • 
   • Guest
   • April 22, 2010

8. 1% owner for key employee

   By nancy, April 7, 1999
   • 8 replies
   • 3.9k views
   • 
   • Dan
   • April 9, 1999

9. Paid leaves under FMLA/ and now FFCRA

   By austin3515, March 26, 2020
   • 11 replies
   • 3.9k views
   • 
   • Dave Baker
   • March 31, 2020

10. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 2 replies
    • 3.9k views
    • 
    • Fredman
    • May 9, 2007

11. 401(k) with no NHCE deferring

    By Stash026, February 28, 2006
    • 13 replies
    • 3.9k views
    • 
    • stephen
    • March 8, 2006

12. Safe Harbor Plans and 410(b)

    By ERISAAPPLE, March 4, 2018
    • 12 replies
    • 3.9k views
    • 
    • Mike Preston
    • March 6, 2018

13. Mid-Year Change to Safe Harbor Plan

    By PMC, January 22, 2010
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • February 4, 2010

14. Marriage after designation of death beneficiary

    By J Simmons, May 9, 2019
    • 9 replies
    • 3.9k views
    • 
    • loserson
    • May 14, 2019

15. Company buyout effects on 401k plans

    By Guest DDDlump, April 22, 2002
    • 9 replies
    • 3.9k views
    • 
    • pjkoehler
    • April 24, 2002

16. Deceased Participant

    By Guest Twinky, August 6, 2007
    • 14 replies
    • 3.9k views
    • 
    • Guest
    • September 5, 2007

17. Can we amend EACA plan mid year

    By jkharvey, June 23, 2014
    • 2 replies
    • 3.9k views
    • 
    • jkharvey
    • June 24, 2014

18. Public Limited Company (PLC) Taxation

    By Vlad401k, December 20, 2018
    • 2 replies
    • 3.9k views
    • 
    • QDROphile
    • December 20, 2018

19. Administration Distribution Fees

    By Guest TLCPension, November 4, 2002
    • 19 replies
    • 3.9k views
    • 
    • Mike Preston
    • January 14, 2003

20. Frequent Trading / Insider Trading

    By RCK, March 2, 2004
    • 14 replies
    • 3.9k views
    • 
    • Guest
    • March 8, 2004

21. Under $5k distributions

    By Guest benefitsanalyst, July 22, 2002
    • 16 replies
    • 3.9k views
    • 
    • actuarysmith
    • July 25, 2002

22. Restatements and Protected Benefits

    By Gadgetfreak, September 5, 2014   

    • Restatements
    • Protected Benefits
    • 8 replies
    • 3.9k views
    • 
    • Lou S.
    • September 5, 2014

23. Custodial Account vs. Trust

    By Guest Penelope, September 4, 2008
    • 3 replies
    • 3.9k views
    • 
    • masteff
    • September 5, 2008

24. 401(k) Loan balances in Plan termination

    By Guest tgraham, November 2, 2004
    • 8 replies
    • 3.9k views
    • 
    • QDROphile
    • November 4, 2004

25. counting service before plan for eligibility

    By Earl, December 24, 2002
    • 15 replies
    • 3.9k views
    • 
    • KJohnson
    • December 31, 2002

26. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 3.9k views
    • 
    • Tom Poje
    • February 4, 2019

27. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy, February 28, 2024
    • 9 replies
    • 3.9k views
    • 
    • david rigby
    • March 1, 2024

28. Employer Contributions - Timing of Deposits

    By Gadgetfreak, August 18, 2010
    • 8 replies
    • 3.9k views
    • 
    • ESOP Guy
    • February 21, 2011

29. Permissive top heavy aggregation (union ees?)

    By Dawn Hafner, July 20, 2000
    • 6 replies
    • 3.9k views
    • 
    • MWeddell
    • July 24, 2000

30. Compensation to use in ADP test

    By jkharvey, February 29, 2000
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • March 2, 2000

31. Terminating a one person 401-k

    By Guest Bob Monte, November 9, 2004
    • 16 replies
    • 3.9k views
    • 
    • Bird
    • November 13, 2004

32. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 3.9k views
    • 
    • Kevin C
    • October 15, 2010

33. Severance paid day before last day

    By austin3515, May 4, 2011
    • 14 replies
    • 3.9k views
    • 
    • PensionPro
    • May 4, 2011

34. Amending eligibility to a longer wait in a 401(k) Plan

    By Guest TracyAndrews, March 1, 2004
    • 13 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2004

35. Match True Up and the affect of Payroll Adjustments

    By Guest susanward, October 14, 2002
    • 2 replies
    • 3.9k views
    • 
    • Tom Poje
    • October 16, 2002

36. Tips and Deferrals

    By Randy Watson, June 22, 2006
    • 5 replies
    • 3.9k views
    • 
    • MWeddell
    • December 21, 2009

37. Can maximum statutory entry date rules be applied in running ADP test,

    By Guest MEGary, November 17, 1999
    • 5 replies
    • 3.9k views
    • 
    • Earl
    • December 2, 1999

38. DOL Letters on Late Contributions

    By austin3515, October 7, 2016
    • 21 replies
    • 3.9k views
    • 
    • Doghouse
    • October 24, 2016

39. Form EBS-1

    By Guest Laura Millwood, November 9, 1998
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • November 10, 1998

40. 401k Plans and The Patriot Act

    By ratherbereading, January 29, 2016
    • 16 replies
    • 3.9k views
    • 
    • Mike Preston
    • February 4, 2016

41. Saver's Credit/Sample Employee Notice - what does the first example me

    By Guest gaham, January 8, 2002
    • 15 replies
    • 3.9k views
    • 
    • Guest
    • January 8, 2003

42. Tax treatment of NUA of the employer's stock in a lump sum distributi

    By Guest kazand, November 6, 2000
    • 3 replies
    • 3.9k views
    • 
    • Mary Kay Foss
    • November 7, 2000

43. Employer won't contribute pre-tax from bonus?

    By Guest goddude, February 15, 2008
    • 4 replies
    • 3.9k views
    • 
    • masteff
    • February 15, 2008

44. Owner's spouse has wages but no hours.

    By KateSmithPA, February 4, 2003
    • 10 replies
    • 3.9k views
    • 
    • KateSmithPA
    • February 5, 2003

45. Initial Eligibility

    By austin3515, December 9, 2003
    • 24 replies
    • 3.9k views
    • 
    • R. Butler
    • December 10, 2003

46. Deferrals and safe harbor contributions on car allowances

    By Guest maddie, August 27, 2002
    • 1 reply
    • 3.9k views
    • 
    • jaemmons
    • August 27, 2002

47. Deduct Profit Sharing Contributions After Filing Personal Tax Returns

    By YankeeFan, April 14, 2015
    • 4 replies
    • 3.9k views
    • 
    • jpod
    • April 14, 2015

48. 415 Limits and Controlled Groups

    By Alex Daisy, January 23, 2009
    • 5 replies
    • 3.9k views
    • 
    • BeckyMiller
    • January 29, 2009

49. 410(b) Failsafe

    By Lori Foresz, July 20, 2005
    • 7 replies
    • 3.9k views
    • 
    • kgr12
    • September 12, 2013

50. Safe Harbor Mid Year Plan Merger

    By PMC, May 3, 2006
    • 11 replies
    • 3.9k views
    • 
    • PMC
    • May 4, 2006