401(k) Plans

19,275 topics in this forum

1. Controlled Group with Two Plans

   By Guest PES, July 24, 2002
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • July 25, 2002

2. IRS Notice 2000-3

   By Guest LKHartnett, November 4, 2002
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • November 5, 2002

3. Nonuniform Employer Contributions

   By Guest LLandau, January 2, 2003
   • 1 reply
   • 1.5k views
   • 
   • E as in ERISA
   • January 2, 2003

4. 3% SH for termed participant who returned for 2 weeks following two ye

   By Cathy from Chicago, January 20, 2003
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 20, 2003

5. Deduction Limit & Floor/offset arrangements

   By Guest Ddalk, November 5, 2003
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • November 5, 2003

6. HCE definiton

   By fiona1, February 13, 2004
   • 1 reply
   • 2.2k views
   • 
   • Mike Preston
   • February 13, 2004

7. Automatic rollovers: safe or non-safe?

   By E as in ERISA, September 30, 2004
   • 1 reply
   • 1.2k views
   • 
   • sloble@crowleyfleck.com
   • October 1, 2004

8. Form 5330

   By Guest IluvNewComp, December 30, 2008
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • December 30, 2008

9. Expiration Date of Duly Executed Election Form

   By Christopher, June 5, 2018
   • 1 reply
   • 486 views
   • 
   • Madison71
   • June 5, 2018

10. ACP test required?

    By Purplemandinga, April 23, 2019
    • 1 reply
    • 421 views
    • 
    • Purplemandinga
    • April 23, 2019

11. Elect out of 401(k)plan

    By Guest mbaker, February 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • February 7, 2000

12. Reporting Removal of Excess Deferrals

    By Guest Rob Walter, May 19, 2000
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • May 20, 2000

13. Mandatory Auto Enrollment

    By FishOn, January 15
    • 1 reply
    • 666 views
    • 
    • Paul I
    • January 15

14. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro

    By rocknrolls2, November 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • November 7, 2000

15. Key Employee definition

    By Tom, June 2
    • 1 reply
    • 793 views
    • 
    • RELUCTANT_LAWYER
    • June 3

16. Terminating PEO Plan & Successor Plan rule

    By Guest jim williams, May 16, 2001
    • 1 reply
    • 1.8k views
    • 
    • alanm
    • May 22, 2001

17. Interim Valuations and Discrimination

    By KJohnson, September 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 24, 2001

18. Catch-up Contributions - Fiscal year plan

    By Guest AJR, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 2, 2003

19. Terminating a 401K....

    By Guest RONNIE WASEL, March 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • March 26, 2003

20. SIMPLE IRA & 401(k)

    By Guest mk2308, May 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 9, 2005

21. Automatic Enrollment and automatic contribution increases

    By Guest philc, July 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • July 29, 2005

22. Prevailing Wage as QNEC

    By Guest Rutager, September 24, 2007
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • September 24, 2007

23. 401(k) deferrals and SH Match based on wrong compensation

    By rodin011, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 30, 2009

24. Forgot to submit safe harbor match for an hce

    By R. Butler, January 20, 2011
    • 1 reply
    • 919 views
    • 
    • movedon
    • January 20, 2011

25. Employer securities as matching contributions in safe harbor plan

    By Guest W Waldan Lloyd, April 14, 2011
    • 1 reply
    • 931 views
    • 
    • Guest
    • April 15, 2011

26. ERISA Recapture Accounts

    By austin3515, July 3, 2013
    • 1 reply
    • 2.7k views
    • 
    • austin3515
    • July 3, 2013

27. timing of disclosure

    By Jim Bender, December 2, 2019
    • 1 reply
    • 397 views
    • 
    • EPCRSGuru
    • December 4, 2019

28. Late deposit of Contributions -- class exemption for filing form 5330

    By PensionPal, November 5, 2021
    • 1 reply
    • 497 views
    • 
    • C. B. Zeller
    • November 5, 2021

29. Match in Money Purchase Pension Plan

    By Guest Luci, June 8, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dowist
    • June 9, 1999

30. Line 27d Form 5500 transaction in excess of 5% - for 401(k) plans, sho

    By Guest Frank Jackson, October 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 15, 1999

31. IRS Determination Letter

    By Guest Emiliano, May 23, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 23, 2000

32. Form 8955 Extension but nothing to file

    By Tom, July 3, 2024
    • 1 reply
    • 443 views
    • 
    • RatherBeGolfing
    • July 3, 2024

33. Trust vs. Named Persons as Beneficiary on 401k Plan

    By Guest jbruggeman, July 2, 2001
    • 1 reply
    • 6.1k views
    • 
    • Guest
    • July 5, 2001

34. 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

35. Who get SafeHarbor when PS contributions have different eligibility than CODA

    By Guest CLeggette, March 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 16, 2004

36. No Beneficiary Statement

    By Guest Michael Anderson, October 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2004

37. top heavy 401(k)

    By Santo Gold, February 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2006

38. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay, June 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2010

39. SPD and rehires

    By Guest Serena, July 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • July 29, 2010

40. tip income

    By DPL, February 23, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 23, 2012

41. NEW 401K, TERMINATED DB PLAN

    By cpc0506, March 30, 2012
    • 1 reply
    • 964 views
    • 
    • rcline46
    • March 30, 2012

42. Your thoughts on elig

    By doombuggy, May 8, 2012
    • 1 reply
    • 1k views
    • 
    • rcline46
    • May 8, 2012

43. Prevailing wage & 410(b)

    By TPApril, April 25, 2015
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • April 27, 2015

44. Catchup due to failed ADP vs. top heavy - chicken or egg?

    By AlbanyConsultant, November 14, 2016
    • 1 reply
    • 697 views
    • 
    • Tom Poje
    • November 14, 2016

45. Automatic enrollment in error

    By SusanKD, January 4, 2018
    • 1 reply
    • 806 views
    • 
    • Larry Starr
    • January 6, 2018

46. entered early by mistake

    By Earl, April 13, 2018
    • 1 reply
    • 522 views
    • 
    • ETA Consulting LLC
    • April 13, 2018

47. Designed-based coverage

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 7, 2000

48. Self-Certification of Hardship Distributions

    By metsfan026, January 16, 2024
    • 1 reply
    • 985 views
    • 
    • Peter Gulia
    • January 16, 2024

49. Catch-Up Contributions on W-2

    By Guest Paul Hinderegger, September 21, 2001
    • 1 reply
    • 2k views
    • 
    • MGB
    • September 21, 2001

50. Beneficiaries

    By Guest Julie, October 16, 2002
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • October 16, 2002