401(k) Plans

19,332 topics in this forum

1. 401k and roth ira?

   By Guest rdoc, February 7, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 7, 2006

2. controlled group determination

   By Chippy, March 8, 2013
   • 3 replies
   • 1.1k views
   • 
   • Chippy
   • March 13, 2013

3. Trsutee RFP

   By alexa, April 2, 2006
   • 0 replies
   • 1.1k views
   • 
   • alexa
   • April 2, 2006

4. Solo 401K contribution limit per family

   By Blue_Sky, October 28, 2020
   • 14 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • October 29, 2020

5. Corrective amendment for in-service distribution

   By cpc0506, July 21, 2015
   • 4 replies
   • 1.1k views
   • 
   • MWeddell
   • July 28, 2015

6. simple ADP test question

   By Santo Gold, December 7, 2007
   • 2 replies
   • 1.1k views
   • 
   • Santo Gold
   • December 7, 2007

7. Can plan participants be treated as separate shareholders?

   By Guest halka, July 15, 2004
   • 1 reply
   • 1.1k views
   • 
   • Lame Duck
   • July 15, 2004

8. average contribution amounts

   By Guest rring, September 12, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 15, 2003

9. Basic - ND issue that I can't figure out

   By Guest Mrilaomt, August 17, 2005
   • 1 reply
   • 1.1k views
   • 
   • QDROphile
   • August 17, 2005

10. Valuation & Distribution Timing

    By Dazednconfused, May 25, 2010
    • 2 replies
    • 1.1k views
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    • cpc0506
    • May 26, 2010

11. no enrollment foms

    By Jim Chad, August 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

12. Failed ADP test in a plan's first year

    By Guest fredk, July 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 4, 2011

13. exclusion of comp personal and vacation time?

    By k man, July 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • sloble@crowleyfleck.com
    • July 27, 2004

14. Student Loan 401(k) program

    By bmore1147, April 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • shERPA
    • April 23, 2019

15. SARSEP & 401(K)

    By Guest hpaine, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

16. ADP/ACP

    By justatester, June 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 10, 2010

17. ER deductions

    By Guest sritts, May 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • ErisaGeek
    • June 2, 2003

18. Automatic Enrollment population - Modification of Alloc %

    By buckaroo, September 11, 2013
    • 3 replies
    • 1.1k views
    • 
    • buckaroo
    • September 12, 2013

19. 401k and IRA

    By Guest brook17, January 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • January 11, 2005

20. Amending/Restating to a Simple 401(k)

    By Guest MRK, March 20, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2007

21. safe harbor plan merging into non-safe harbor plan, different plan years

    By maverick, November 6, 2008
    • 0 replies
    • 1.1k views
    • 
    • maverick
    • November 6, 2008

22. Transition period--unanswerable question

    By lexi, February 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 12, 2007

23. Wandering HCEs in Controlled Group

    By Guest cxs, March 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 7, 2005

24. Profit Sharing Component

    By Guest caseyb, July 8, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 8, 2010

25. Plan Audited - Missing Signed Final 401k Reg Amend

    By CLE401kGuy, December 19, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 19, 2011

26. New Plan 2005 - HCE for 2005

    By Guest sao0308, August 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 10, 2006

27. Payments to PBGC for Missing Participants (PPA)

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 1.1k views
    • 
    • J. Bringhurst
    • November 1, 2006

28. Fiduciary Responsibility

    By pixmax, April 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • TPApril
    • May 16, 2011

29. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia, October 12, 2010
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 13, 2010

30. How do you discontinue a VS specimen plan?

    By Guest kjk, September 12, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 13, 2005

31. Operational Failure

    By Nassau, July 16, 2010
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 16, 2010

32. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • February 23, 2007

33. Beneficiary as Trust

    By Nassau, April 29, 2011
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • April 29, 2011

34. Returns of 415 excesses

    By BG5150, March 21, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • March 21, 2008

35. Gap Period Loss

    By CJS07, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 1, 2008

36. Related Rollover or not

    By cpc0506, June 1, 2017
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 2, 2017

37. Required Minimum Distribution Amendments - 5-Year Rule Election- QPSA Question

    By Guest mwa, November 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 25, 2003

38. Decreasing Tiered Profit Sharing Formula

    By EagerToKnow, June 20, 2019
    • 8 replies
    • 1.1k views
    • 
    • shERPA
    • June 21, 2019

39. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

40. Can I impute disparity at the $40,000 level?

    By Jim Chad, August 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • August 8, 2012

41. Increase 401k deferral for last 4 payrolls in Dec

    By DDB BN, December 5, 2019
    • 6 replies
    • 1.1k views
    • 
    • AJ North
    • December 9, 2019

42. Beginner Question regarding which fund to choose and why it's important?

    By AlohaGuy, August 16, 2020   

    • 401k
    • funds
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • September 3, 2020

43. Spanish Distribution Forms?

    By austin3515, January 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • January 25, 2011

44. Surety Bond needed for Owner & Wife

    By Guest Powers, July 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 7, 2006

45. Non Discrimination, Excess Deferrals and Catch ups.

    By Lori H, February 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • February 4, 2009

46. Looks Like Top Heavy Is Not An Issue, But....

    By mming, June 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • June 6, 2007

47. Death Benefit to trust

    By Guest jetfaninmn, July 19, 2005
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 19, 2005

48. Secure 2.0

    By ratherbereading, August 16, 2023
    • 10 replies
    • 1.1k views
    • 
    • Peter Gulia
    • August 17, 2023

49. Incorrect Safe Harbor Notice

    By 52626, June 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • June 2, 2015

50. after tax employee contributions

    By k man, June 19, 2007
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 19, 2007