401(k) Plans

19,275 topics in this forum

1. Fiscal year / catch-up / ADP test

   By Guest JPIngold, November 10, 2009
   • 1 reply
   • 1.9k views
   • 
   • Kevin C
   • November 12, 2009

2. Is distribution without a distributable event a PT?

   By jkharvey, September 23, 2010
   • 1 reply
   • 1.2k views
   • 
   • KMG77
   • September 27, 2010

3. Multi-Member LLC Compensation

   By Guest Pat of RPC, December 16, 2010
   • 1 reply
   • 2.4k views
   • 
   • Bird
   • December 16, 2010

4. RMD - small account balances

   By Guest sritts, January 11, 2012
   • 1 reply
   • 1k views
   • 
   • Jim Chad
   • January 11, 2012

5. Safe Harbor Start Up

   By cpc0506, December 7, 2012
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • December 7, 2012

6. Canadian subsidiaries of US corporations

   By k man, April 10, 2014
   • 1 reply
   • 894 views
   • 
   • Guest
   • April 11, 2014

7. Thoughts on the "missing participants" problem?

   By Shuo, November 24, 2020
   • 1 reply
   • 400 views
   • 
   • Kyle - Berwyn Group
   • November 30, 2020

8. Investment In Company's Own Hedge Fund?

   By metsfan026, January 3, 2022
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • January 3, 2022

9. Failed ADP making corrective distribution of Deferral, how do I handle

   By Guest Don J. Smith, January 21, 2000
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • January 21, 2000

10. Net Unrealized Appreciation (NUA) used in determing the cost basis of

    By Guest Donald H. Miller, April 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • May 1, 2000

11. ADP Testing - Mandatory Aggregation

    By 415 Limit, March 1, 2024
    • 1 reply
    • 780 views
    • 
    • CuseFan
    • March 4, 2024

12. Permissive aggregation for coverage testing

    By Guest Phil L, May 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 15, 2001

13. USERRA and make-up deferrals

    By Guest karhu, February 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • February 8, 2002

14. 6/30 PYE 401k - safe harbor needed every other year?

    By Santo Gold, November 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Archimage
    • November 2, 2005

15. Top paid group election

    By Earl, April 21, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • April 22, 2007

16. Correcting An Account Error

    By Guest Karenm, September 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 20, 2007

17. Partner Electing P/S Contributions

    By Guest LCJ12, November 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • November 15, 2007

18. In-service 59 1/2 with loan balance

    By Guest donna319, January 12, 2010
    • 1 reply
    • 868 views
    • 
    • Guest
    • January 12, 2010

19. ERisa Bond Requirement - ER STock

    By PFranckowiak, August 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Nate X
    • August 27, 2010

20. Paid Family Leave compensation for Safe Harbor

    By Dennis G., September 29, 2020
    • 1 reply
    • 655 views
    • 
    • Luke Bailey
    • September 30, 2020

21. Ownership Through Another Company

    By Vlad401k, April 30, 2021
    • 1 reply
    • 451 views
    • 
    • Lou S.
    • April 30, 2021

22. Summary Annual Reports

    By Guest T L Williamson, September 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • September 29, 1999

23. Administrator/Plan Options for Canadian Corp.

    By Cathy from Chicago, April 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • May 1, 2000

24. Nonspousal Beneficiary distribution & QPSA/QJSA

    By Guest jim williams, March 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • March 29, 2001

25. terminating c corp

    By Guest S FISCHER, August 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • August 30, 2001

26. Bankruptcy filing by sponsor of a safe harbor 401(k) plan

    By Guest s.c.semler, June 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 12, 2002

27. 2002 Plan Year End Non-discrim deadline

    By Guest MEGary, December 10, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 10, 2002

28. Top Heavy Test

    By FJR, February 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • February 14, 2003

29. Contribution allocation

    By FAPInJax, April 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • April 8, 2003

30. Participant Communication

    By austin3515, June 30, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 30, 2004

31. Catchup Contributions

    By Guest psgross, December 3, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 4, 2004

32. Corrective distributions

    By rlb64, September 19, 2005
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • September 19, 2005

33. QSLOB

    By Randy Watson, October 18, 2007
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • October 18, 2007

34. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 956 views
    • 
    • Kimberly S
    • July 22, 2008

35. Failed ACP Test one year later

    By cpc0506, January 17, 2011
    • 1 reply
    • 910 views
    • 
    • BG5150
    • January 17, 2011

36. Merging plans

    By Guest KRS401k, February 17, 2011
    • 1 reply
    • 1k views
    • 
    • rcline46
    • February 17, 2011

37. Self Directed Brokerage Account Disclosures

    By jeff77, June 15, 2012
    • 1 reply
    • 842 views
    • 
    • Bird
    • June 15, 2012

38. Forfeiture account and expense

    By retbenser, January 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 13, 2013

39. -11(g) corrective amendment

    By Benefits to all, September 25, 2013
    • 1 reply
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

40. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2k views
    • 
    • austin3515
    • January 25, 2016

41. 401(k) with both participant directed accounts and a trustee directed brokerage account

    By lradimer, April 6, 2017   

    • participant directed
    • trustee directed
    • (and 3 more)

      Tagged with:

      • participant directed
      • trustee directed
      • 401k
      • brf
      • benefits rights and features
    • 1 reply
    • 742 views
    • 
    • K2
    • April 7, 2017

42. Open MEP

    By pjb1835, September 13, 2018
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2018

43. Multiple-employer defined contribution pension plans to report aggregate account balance information by employer

    By steve45, January 4, 2022
    • 1 reply
    • 420 views
    • 
    • C. B. Zeller
    • January 4, 2022

44. Beneficiary forms

    By Guest Chris O'Daniel, September 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 29, 1999

45. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

    By HarleyBabe, February 2, 2023
    • 1 reply
    • 365 views
    • 
    • Paul I
    • February 8, 2023

46. In-Kind Distributions

    By Guest LWilson, August 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • August 13, 2002

47. Form 1099R & MRD

    By Guest jim williams, February 14, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • February 15, 2003

48. 401k's with two employers?

    By Guest Sumi Smorynski, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • 2muchstress
    • March 21, 2003

49. Contributing to more than one Plan

    By Guest TLCPension, April 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 9, 2003

50. Gap period income

    By Jed Macy, March 18, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 21, 2005