401(k) Plans

19,275 topics in this forum

1. highest allocation rate for key employee

   By Guest Suanne, September 21, 2004
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • September 21, 2004

2. differing match for various companies under common control

   By Guest EBGEEK, February 8, 2003
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • February 9, 2003

3. Layoff treated like a termination?

   By spencerhastings, August 11, 2019
   • 2 replies
   • 1.1k views
   • 
   • spencerhastings
   • August 20, 2019

4. 401(k) Match Options

   By oriecat, March 14, 2011
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • March 14, 2011

5. Match for HCE's on Catch Up

   By Guest cconnell, January 10, 2007
   • 1 reply
   • 1.1k views
   • 
   • WDIK
   • January 10, 2007

6. Cure period waiver

   By Guest tmills, August 17, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 17, 2011

7. Timely Deferral Deposits

   By austin3515, November 12, 2003
   • 4 replies
   • 1.1k views
   • 
   • austin3515
   • November 12, 2003

8. Partners in a 401(k) Plan

   By Alex Daisy, January 10, 2008
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • January 11, 2008

9. HCE got too much match

   By Santo Gold, February 4, 2014
   • 2 replies
   • 1.1k views
   • 
   • Will.I.Am
   • February 27, 2020

10. J&S Language and annuities available

    By austin3515, January 11, 2005
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • January 11, 2005

11. leased employees

    By dseals, February 10, 2014   

    • funding requirements
    • 0 replies
    • 1.1k views
    • 
    • dseals
    • February 10, 2014

12. CARES Act Distribution from a FICA Alternative Plan (401(a))

    By Patricia Neal Jensen, April 14, 2020   

    • cares act; fica alternative 401(a)
    • 10 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 15, 2020

13. Military Pay question...

    By fiona1, April 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • April 8, 2005

14. Brokerage accounts (again)

    By Bird, September 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 14, 2012

15. Coverage Testing

    By 52626, November 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • #toomanyrules
    • November 10, 2023

16. EPCRS

    By Christopher Wilson, September 8, 2021
    • 3 replies
    • 1.1k views
    • 
    • Christopher Wilson
    • September 9, 2021

17. Who knows where I can find a good clean copy of the IRS Model Tax Notice for Qualified Plans? My access is Plan specific only.

    By Guest swhite1, February 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • stevena
    • February 7, 2005

18. Plan Mergers

    By Guest Mary Snyder, April 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2003

19. Short-term amendment ... possible?

    By Guest AEA, August 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 8, 2005

20. 410b coverage testing when plan is amended

    By AKconsult, September 28, 2012
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • September 28, 2012

21. Control group Determination

    By mlp0816, May 8, 2014   

    • Common ownership
    • 3 replies
    • 1.1k views
    • 
    • mlp0816
    • May 9, 2014

22. new job

    By Guest friskey, August 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2004

23. hardship post-6 month wait

    By Tom, October 11, 2017
    • 3 replies
    • 1.1k views
    • 
    • RTK
    • October 17, 2017

24. 401(k)

    By Guest rfemmons, April 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 30, 2003

25. VCP - participant culpability?

    By 401(j), July 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • jpod
    • July 2, 2013

26. Rollover from non-ERISA 403(b)

    By Susan S., July 18, 2016
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 18, 2016

27. 404a5 Notice - Fee Infor

    By 52626, November 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • 401_noob
    • November 26, 2013

28. Dependent Care Assistance - Contributions included for plan comp purposes?

    By 401king, August 16, 2012
    • 4 replies
    • 1.1k views
    • 
    • 401king
    • August 17, 2012

29. Takeover Plan

    By 415 Limit, May 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 18, 2011

30. Mandatory Roth Catch-Up Contributions

    By Jen, February 27
    • 2 replies
    • 1.1k views
    • 
    • Jen
    • February 27

31. 401k provisions effective in middle of plan year

    By dmb, March 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 16, 2005

32. Large plan delinquent deposit determination

    By TPApril, October 26, 2024
    • 9 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • October 29, 2024

33. Safe Harbor 3% w/ Disc Match

    By Guest North Meets South, May 26, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 29, 2009

34. plan accepting rollovers

    By FJR, December 30, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2002

35. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 27, 2004

36. Family member?

    By Guest yukon, July 29, 2005
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • July 29, 2005

37. service provider disclosure

    By Scuba 401, May 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Scuba 401
    • May 9, 2012

38. New Comparability Plan

    By Guest JDK, February 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2007

39. Excludable Employee in 401k plan

    By Guest amm19, March 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 26, 2003

40. Hardship distributions for union employees

    By Stevo-PDX, November 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • November 11, 2003

41. Reference guides for TPAs on the annual cycle?

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

42. Failed ADP and 401(m) Coverage

    By Guest Lawrenceg, August 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • PLAN MAN
    • August 6, 2007

43. Profit sharing for only one

    By ombskid, May 5, 2014
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • May 6, 2014

44. Real Estate Management Company & 401(k)

    By Guest Michael519, November 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 16, 2005

45. Controlled Group Question

    By Guest chris4013, May 19, 2005
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • May 19, 2005

46. safe harbor plan

    By k man, November 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 8, 2007

47. Hardship Suspension Period

    By Mr Bagwell, May 17, 2018   

    • hardship
    • suspension
    • 4 replies
    • 1.1k views
    • 
    • EHE
    • May 18, 2018

48. Employee enrollment

    By Guest jmlumpkin, July 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • July 18, 2003

49. Retroactive Amendment

    By Vlad401k, August 13, 2015
    • 2 replies
    • 1.1k views
    • 
    • Vlad401k
    • August 14, 2015

50. spinoff in CG Safe Harbor plan situation

    By Belgarath, November 27, 2019
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • December 2, 2019