401(k) Plans

19,275 topics in this forum

1. Changing ADP testing methods from current to prior year

   By Guest PSHowell, February 27, 2004
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • February 27, 2004

2. 415(c)(3) definition of compensation

   By Guest justbe, February 24, 2005
   • 1 reply
   • 2k views
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   • Alf
   • February 24, 2005

3. Eligible Employee to Independent Contrator

   By Guest Julie, July 25, 2005
   • 1 reply
   • 1.4k views
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   • No Name
   • July 25, 2005

4. Multiple ER now a Controlled Group

   By fiona1, March 9, 2009
   • 1 reply
   • 886 views
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   • Jim Chad
   • March 9, 2009

5. Missed deferral QNEC

   By BG5150, January 14, 2011
   • 1 reply
   • 1.5k views
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   • Guest
   • January 14, 2011

6. New IRS Notice 2020-23 Loan Repayment Confusion

   By mydayjob, April 15, 2020   

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

7. top heavy with ee deferral

   By Guest pensiondoc, December 10, 1998
   • 1 reply
   • 1.6k views
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   • Ervin Barham
   • December 10, 1998

8. Deferrals from back pay award

   By davef, April 26, 2000
   • 1 reply
   • 4.2k views
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   • Guest
   • April 30, 2000

9. Employer Match

   By thepensionmaven, May 18
   • 1 reply
   • 729 views
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   • Bill Presson
   • May 19

10. Distribution upon Disposition of Assets - mandatory or optional?

    By Guest LMalone, September 18, 2001
    • 1 reply
    • 1.4k views
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    • lkpittman
    • September 18, 2001

11. Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • January 7, 2002

12. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • March 25, 2002

13. 401K early withdrawal...

    By Guest Carl C, December 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • December 28, 2002

14. Safe-Harbor 401(k) and mid-year amendment

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 30, 2004

15. Immediate plan entry & age limit

    By Guest lindamichals, August 22, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 22, 2007

16. EPCRS and Matching Contributions

    By Guest ccl, January 20, 2009
    • 1 reply
    • 1k views
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    • jpod
    • January 20, 2009

17. Pre-ERISA MPPP with 401k Feature

    By J Simmons, February 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 19, 2009

18. Affiliated Service Group?

    By Dennis Povloski, February 5, 2010
    • 1 reply
    • 986 views
    • 
    • Belgarath
    • February 5, 2010

19. Very quick question regarding vesting and terminated participants and NRA?

    By Lori H, October 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 22, 2012

20. HCEs excluded from Profit Sharing Contribution

    By MarZDoates, September 24, 2013
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • September 24, 2013

21. Safe harbor nonelective contribution - employee meets eligibility requirements mid year

    By gdlfa, July 6, 2016
    • 1 reply
    • 702 views
    • 
    • Bill Presson
    • July 6, 2016

22. 401(k), SEP and 457 plan coordination of benefits limits

    By GregH, May 27, 2018
    • 1 reply
    • 689 views
    • 
    • ETA Consulting LLC
    • May 27, 2018

23. controlled group with SHMC & diff eligibility

    By hileman, September 13, 2018
    • 1 reply
    • 612 views
    • 
    • Tom Poje
    • September 13, 2018

24. Implementing Student Loan Repayment Benefit

    By Flyboyjohn, December 26, 2018
    • 1 reply
    • 647 views
    • 
    • Larry Starr
    • December 26, 2018

25. Flexible Discretionary Match notice requirement

    By R. Scott, December 6, 2022
    • 1 reply
    • 531 views
    • 
    • Below Ground
    • December 7, 2022

26. Is this an ASG?

    By DDB BN, February 1, 2023
    • 1 reply
    • 445 views
    • 
    • Lou S.
    • February 1, 2023

27. What is contained in a "Successor Trustee Letter"?

    By Guest kgsingletary, February 16, 2001
    • 1 reply
    • 3.4k views
    • 
    • RayRay
    • May 29, 2019

28. HCEs

    By Guest Pete Joachim, December 27, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 30, 2002

29. HCE lookback in cases of acquisition and merger

    By Guest LMalone, March 4, 2003
    • 1 reply
    • 1.6k views
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    • E as in ERISA
    • March 4, 2003

30. Loan fees and usury limits

    By Guest lfriede, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 29, 2004

31. Signing Bonus

    By DTH, July 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • July 26, 2005

32. 401K LOAN

    By Guest JILL SZ, February 28, 2008
    • 1 reply
    • 964 views
    • 
    • david rigby
    • February 28, 2008

33. 1 Man Plan

    By Guest elang, September 11, 2012
    • 1 reply
    • 913 views
    • 
    • ETA Consulting LLC
    • September 11, 2012

34. Benefits, Rights, Features

    By justatester, February 21, 2013
    • 1 reply
    • 943 views
    • 
    • MWeddell
    • February 21, 2013

35. Top Heavy Test - In-Service History after a participant terms

    By CLE401kGuy, May 30, 2014
    • 1 reply
    • 779 views
    • 
    • Lou S.
    • May 30, 2014

36. Change of Ownership for a Company taxed as a Partnership

    By Vlad401k, November 24, 2020
    • 1 reply
    • 471 views
    • 
    • Bird
    • November 24, 2020

37. 401k matching

    By Guest PAccuardi, August 24, 1998
    • 1 reply
    • 6.6k views
    • 
    • Guest
    • August 24, 1998

38. Common Mistakes in Administering a Plan

    By Guest RW, April 30, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alan Simpson
    • May 1, 2000

39. EACA and QDIA fund

    By 52626, May 19
    • 1 reply
    • 895 views
    • 
    • Peter Gulia
    • May 19

40. What does the IRS need to merge a 401(k) and a profit sharing plan?

    By Guest Michael Anderson, June 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 27, 2001

41. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 29, 2001

42. Same Desk Rule

    By Guest DMK, November 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

43. Withdrawal to multiple beneficiaries

    By Guest ami, September 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • September 3, 2002

44. required rates of return

    By Guest Jeanie, September 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 24, 2002

45. does this constitute a controlled group?

    By Lori H, August 27, 2003
    • 1 reply
    • 1k views
    • 
    • actuarysmith
    • August 28, 2003

46. Locate lost terminated EE by SS#

    By K-t-F, March 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 29, 2004

47. USERRA and Layoff

    By Guest mmc, August 13, 2004
    • 1 reply
    • 1.3k views
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    • ccassetty
    • August 13, 2004

48. mandatory withholding

    By Guest JohnSB, May 16, 2006
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • May 16, 2006

49. Adding 401(k)/Safe Harbor provisions

    By Guest perplexedbypensions, August 23, 2006
    • 1 reply
    • 1.6k views
    • 
    • commishvp
    • August 23, 2006

50. 401K vs HRA

    By Guest SLK, September 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • namealreadyinuse
    • September 19, 2006