401(k) Plans

19,275 topics in this forum

1. Asset update

   By FJR, August 9, 2001
   • 1 reply
   • 1.5k views
   • 
   • pmacduff
   • August 9, 2001

2. Excess Match Contribution

   By Guest MUSICMAN, April 11, 2002
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • April 12, 2002

3. SAR Requirements

   By nancy, April 30, 2003
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • May 1, 2003

4. top heavy - key employee definition

   By k man, March 30, 2004
   • 1 reply
   • 1.9k views
   • 
   • k man
   • March 30, 2004

5. Loans

   By Jilliandiz, November 3, 2005
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 5, 2005

6. 501(c)3 Plan

   By Guest lgm, April 18, 2006
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 19, 2006

7. Hardship Suspensions

   By Guest kmathis, April 24, 2007
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • April 24, 2007

8. Calculating Maximum Deductible for Partnership

   By Guest retirementadm, January 22, 2009
   • 1 reply
   • 1.3k views
   • 
   • SheilaD
   • January 22, 2009

9. 414(s) Compensation Question

   By justatester, November 18, 2010
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • November 19, 2010

10. Engagement Letters for TPA's

    By austin3515, June 3, 2011
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • June 4, 2011

11. testing different match rates

    By K2retire, August 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • August 5, 2012

12. Business Acquisition and SH 401(k) Plan

    By Dougsbpc, June 4, 2014
    • 1 reply
    • 984 views
    • 
    • lalaland
    • June 4, 2014

13. Blackout Notice

    By jeff77, September 8, 2016
    • 1 reply
    • 564 views
    • 
    • Lou S.
    • September 8, 2016

14. 401(k) deferral understated

    By poisnivey, April 18, 2019   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

      • 401k
      • deferrals
      • correction method
      • correction
      • contribution
    • 1 reply
    • 662 views
    • 
    • justanotheradmin
    • April 18, 2019

15. 25% increase in Profit Sharing plan

    By FJR, May 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • May 23, 2002

16. Failed ADP Test

    By goldtpa, March 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • March 1, 2004

17. hardship availability; do diversification and other inservice withdrawals affect hardship availability?

    By Guest pamplatt, November 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • November 3, 2005

18. compensation definition

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 996 views
    • 
    • Guest
    • October 19, 2007

19. Forfeiture Account

    By PensionPro, March 28, 2012
    • 1 reply
    • 880 views
    • 
    • ESOP Guy
    • March 28, 2012

20. post year contribution correction

    By WCC, January 5, 2017
    • 1 reply
    • 487 views
    • 
    • Bird
    • January 5, 2017

21. Status of IRS Determination Letters for Prototypes

    By Guest Mark Manning, October 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Wessex
    • October 6, 1999

22. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2000

23. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • June 6, 2001

24. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 23, 2001

25. Top Heavy and Forfeiture Allocation

    By Guest Sheryl L, February 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • February 21, 2002

26. 10% penalty on early withdrawals

    By Guest koolkid, November 2, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • November 2, 2002

27. plan accepting rollovers

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

28. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

29. Earned Income Calculation

    By Stevo-PDX, March 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 23, 2006

30. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • July 25, 2007

31. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007

32. QOSA

    By Guest meeh3704, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

33. QACA Mid Year Change?

    By PMC, August 21, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • August 24, 2009

34. HCE only otherwise excudable for ADP Test

    By Guest padmin, February 21, 2012
    • 1 reply
    • 864 views
    • 
    • ETA Consulting LLC
    • February 21, 2012

35. PPA notice of assets held by plan

    By Jim Chad, June 16, 2015
    • 1 reply
    • 769 views
    • 
    • Bird
    • June 16, 2015

36. Required date for force out

    By Jim Chad, December 26, 2017
    • 1 reply
    • 678 views
    • 
    • ETA Consulting LLC
    • December 26, 2017

37. UK Income

    By MGOAdmin, November 25, 2019   

    • uk
    • forgein
    • (and 2 more)

      Tagged with:

      • uk
      • forgein
      • 401k
      • sep
    • 1 reply
    • 604 views
    • 
    • Luke Bailey
    • November 25, 2019

38. Safe harbor deadlines

    By Guest Ephesian431, October 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 6, 1999

39. ACA mid year auto escalation - notice timing?

    By WCC, July 1, 2024
    • 1 reply
    • 445 views
    • 
    • C. B. Zeller
    • July 1, 2024

40. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 30, 2001

41. Sample Employer Policy on frequency allowing changes to deferrals?

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 28, 2002

42. exclusion of comp personal and vacation time?

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

43. 401(k) participant enrollment software

    By Guest mmc, March 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 21, 2005

44. 1.410(b)-7(c)(1)

    By lexi, March 27, 2007
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 27, 2007

45. profit sharing correction

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 19, 2007

46. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

47. Match based on compensation?

    By Guest sueczer, April 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • April 6, 2010

48. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • April 21, 2015

49. QDIA Notices and Default Investments

    By Pammie57, November 25, 2015
    • 1 reply
    • 1.3k views
    • 
    • 401king
    • November 25, 2015

50. Fee Disclosures and Corporate Fund Actions

    By pb5350, December 31, 2018
    • 1 reply
    • 528 views
    • 
    • card
    • January 1, 2019