401(k) Plans

19,321 topics in this forum

1. IS top-heavy minimum required for this situation?

   By PLHart, January 27, 2021
   • 1 reply
   • 600 views
   • 
   • Lou S.
   • January 27, 2021

2. Controlled Group - Sale of some entities

   By MGOAdmin, July 21, 2021   

   • controlled group
   • sale of business
   • 1 reply
   • 547 views
   • 
   • C. B. Zeller
   • July 21, 2021

3. Determining eligibility when rule of parity and one year holdout both don't exclude any service

   By dragondon, December 17, 2022
   • 1 reply
   • 433 views
   • 
   • EBP
   • December 19, 2022

4. Vesting: Elapsed Time & Excluding Yrs of Service

   By Guest Ann Hubble, September 28, 2002
   • 1 reply
   • 2.2k views
   • 
   • Mike Preston
   • September 28, 2002

5. Discrimination in payment of plan investment fees?

   By Guest blaum8, January 3, 2003
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • January 3, 2003

6. Max out Safe Harbor 401(k) Profit Sharing Plan for 2005

   By Guest tgraham, November 17, 2004
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 17, 2004

7. per capita QNEC's

   By austin3515, January 3, 2008
   • 1 reply
   • 1.3k views
   • 
   • JanetM
   • January 3, 2008

8. Forfeitures to fund late earnings ?

   By Guest jvandyke, February 12, 2010
   • 1 reply
   • 2.2k views
   • 
   • Lou S.
   • February 12, 2010

9. Hours of Service - Use of Different Equivalencies Within Single Plan

   By Guest Lane, November 5, 2012
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • November 5, 2012

10. US Citizen employee of foreign company based overseas

    By LFB-Singapore, June 23, 2015
    • 1 reply
    • 2.6k views
    • 
    • Flyboyjohn
    • June 23, 2015

11. Electronic Signatures for Loans

    By jim241, April 18, 2017   

    • 401k
    • loans
    • (and 2 more)

      Tagged with:

      • 401k
      • loans
      • electronic sigature
      • e-sign
    • 1 reply
    • 703 views
    • 
    • TPAJake
    • April 18, 2017

12. Language for investment option changes

    By Guest Brad Brewer, January 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 13, 1999

13. Simple 401(k) plans and employer stock

    By Guest KMcQ, October 28, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • October 29, 1999

14. 401(k) Illustration Software

    By Dawn Hafner, May 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 31, 2000

15. Ineligible Participant with Contributions and Investment

    By FishOn, May 6, 2024
    • 1 reply
    • 694 views
    • 
    • Lou S.
    • May 6, 2024

16. Forfeiture Accounts included in Top Heavy Tests?

    By Guest Renea, September 12, 2000
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • September 12, 2000

17. Top Paid Group determination for HCEs

    By Guest Janet Lacy, February 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • February 23, 2001

18. Plan Termination Question

    By card, July 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 25, 2001

19. LLC Earned Income

    By Guest Pat Metallic, March 13, 2002
    • 1 reply
    • 2.1k views
    • 
    • Medusa
    • March 13, 2002

20. Multiple Employer PEO 401(k) Plan with Top Heavy Failure

    By Guest gjfowler, September 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • alanm
    • September 9, 2002

21. Paying for plan amendment from forfeiture account

    By Brian Gallagher, July 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 28, 2004

22. Roth 401(k)/Exclusive Roth Contributions

    By Guest BED, November 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 10, 2005

23. Failure to Make SH Contributions

    By Guest rmyoung, April 27, 2007
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 27, 2007

24. Calandar/Fiscal Yr. Control Group

    By sdix401k, May 30, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 2, 2008

25. permanent disability

    By Guest Barbshoe02, August 26, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • August 26, 2008

26. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008

27. Permissive Aggregation - merger of CG member

    By MLML, April 23, 2014
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • April 23, 2014

28. Controlled group

    By PS, July 21, 2021
    • 1 reply
    • 498 views
    • 
    • Mike Preston
    • July 21, 2021

29. OK to start 401k Safe Harbor?

    By Jean, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 21, 1999

30. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S., April 25, 2023
    • 1 reply
    • 884 views
    • 
    • C. B. Zeller
    • April 25, 2023

31. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer, October 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • John A
    • October 17, 2000

32. QTIP contains deceased spouses company. Is the ownership of the compa

    By Guest JEP, April 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

33. Straight line amortization

    By Demosthenes, June 17, 2002
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • June 17, 2002

34. EPCRS

    By Guest jhahn, August 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 20, 2002

35. max contribution allocation

    By Guest tbt, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 17, 2002

36. Timing of Amendment to Chnage Testing Method

    By davef, February 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 16, 2004

37. Paychex 401(k) Plan

    By Guest ChopperPilot, July 28, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 28, 2004

38. General Grandfathering Provisions

    By J. Bringhurst, January 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 22, 2005

39. Incorrect HCE Match

    By Guest padmin, June 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • July 3, 2006

40. extra contributions

    By eilano, August 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • August 4, 2006

41. Ethics

    By Dan, May 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • May 11, 2012

42. Cutback?

    By ERISA25, April 15, 2013
    • 1 reply
    • 999 views
    • 
    • ETA Consulting LLC
    • April 16, 2013

43. Eligibility after break in service

    By Guest jpelle, November 10, 2014
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • November 10, 2014

44. Roth Conversion Timing

    By Dougsbpc, March 22, 2016
    • 1 reply
    • 749 views
    • 
    • Belgarath
    • March 22, 2016

45. Missed Deferral and Match

    By Vlad401k, February 28, 2017
    • 1 reply
    • 455 views
    • 
    • WCC
    • February 28, 2017

46. Professional Employer Organizations (PEO's)401(k)Plan

    By Guest EDSAADE, January 14, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 14, 1999

47. ADP/ACP test

    By Guest Rick Butler, May 31, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 31, 2000

48. Is this employee a participant?

    By Fred Payne, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 13, 2002

49. USERRA Make-up Contributions

    By Guest jdw, April 11, 2003
    • 1 reply
    • 2k views
    • 
    • ccassetty
    • April 14, 2003

50. Catch-ups

    By Guest pjb, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • July 24, 2003