401(k) Plans

19,275 topics in this forum

1. Special Effective Dates and REstatements

   By austin3515, April 14, 2010
   • 4 replies
   • 1.1k views
   • 
   • cpc0506
   • April 15, 2010

2. Special HCE Elective Deferral Eligibility Requirement for Safe Harbor 401(k) Plan

   By KMMB, April 19, 2021
   • 8 replies
   • 1.2k views
   • 
   • BG5150
   • April 21, 2021

3. Special Participation Date

   By RCK13, September 25, 2020   

   • participation
   • eligiblity
   • (and 3 more)

     Tagged with:

     • participation
     • eligiblity
     • special rules
     • 401k
     • cross-tested
   • 4 replies
   • 1.1k views
   • 
   • RCK13
   • September 25, 2020

4. Special Participation Date- PS Eligibility

   By Coleboy1, December 21, 2022
   • 7 replies
   • 661 views
   • 
   • Bill Presson
   • December 21, 2022

5. Special Pay Plan

   By 30Rock, November 7, 2013
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • November 8, 2013

6. Special Tax Notice

   By austin3515, January 17, 2024
   • 12 replies
   • 2.6k views
   • 
   • Peter Gulia
   • January 17, 2024

7. Special Tax Notice

   By austin3515, December 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • 401king
   • December 29, 2009

8. Special Tax Notice - 402(f)

   By Nassau, March 1, 2011
   • 4 replies
   • 3k views
   • 
   • austin3515
   • March 3, 2011

9. Special Tax Notice and Roth contributions

   By Guest breakwater, March 31, 2006
   • 1 reply
   • 1.4k views
   • 
   • namealreadyinuse
   • March 31, 2006

10. special valuation of a pooled profit sharing account

    By Pixie, October 26, 2018   

    • special valuation
    • 4 replies
    • 2.2k views
    • 
    • Luke Bailey
    • October 29, 2018

11. spin off

    By k man, September 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • k man
    • September 11, 2002

12. Spin off

    By fiona1, March 1, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 2, 2012

13. spin off - trustee to trustee transfer

    By Scuba 401, January 23, 2018
    • 2 replies
    • 868 views
    • 
    • david rigby
    • January 24, 2018

14. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit, March 9, 2023
    • 4 replies
    • 1.7k views
    • 
    • 415 Limit
    • March 9, 2023

15. Spin off and protected benefits

    By cpc0506, September 25, 2019
    • 1 reply
    • 734 views
    • 
    • CuseFan
    • September 25, 2019

16. Spin off from MEP

    By cpc0506, September 26, 2019
    • 0 replies
    • 1.3k views
    • 
    • cpc0506
    • September 26, 2019

17. Spin Off Help.

    By Guest buxbaum2, October 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • October 11, 2004

18. Spin Off of 401k Assets

    By Guest RS Vatalaro, December 21, 1999
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • December 29, 1999

19. spin off of participating employer

    By K2retire, July 12, 2018   

    • mid-year safe harbor amendments
    • controlled group
    • 3 replies
    • 4.2k views
    • 
    • JamesK
    • July 13, 2018

20. Spin off or transfer

    By Guest Pension Girl, March 11, 2010
    • 6 replies
    • 6.7k views
    • 
    • Bird
    • March 12, 2010

21. Spin Off Plan or New Plan???

    By Guest timkbaker, January 29, 2002
    • 10 replies
    • 4.2k views
    • 
    • Guest
    • June 19, 2002

22. Spin Off: Test Comp & Contributions Short Plan Yr.

    By Guest Chrysler, January 8, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 9, 2006

23. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.4k views
    • 
    • rlb64
    • March 15, 2006

24. Spin-off

    By Archimage, November 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • IRC401
    • November 29, 2003

25. Spin-Off - When is it appropriate to do a spin-off 401(k)?

    By MrsMacias, June 6, 2022
    • 12 replies
    • 4.7k views
    • 
    • Nate S
    • June 11, 2022

26. Spin-off ADP/ACP question

    By roy819, February 15, 2024
    • 1 reply
    • 509 views
    • 
    • justanotheradmin
    • February 15, 2024

27. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • March 19, 2012

28. Spin-off from Multiple Employer Plan

    By QNPG, August 29, 2012
    • 1 reply
    • 2.5k views
    • 
    • 12AX7
    • September 2, 2012

29. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

30. Spin-Off question regarding ADP/ACP Testing

    By Guest KD40, November 21, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 21, 2002

31. Spinoff

    By Guest Eagle54, November 29, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • November 30, 2012

32. Spinoff

    By Guest johnk4, May 15, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 17, 2001

33. Spinoff - new company asset sale - HCEs

    By Lou S., February 18, 2015
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • February 18, 2015

34. Spinoff 401k

    By Guest Serena, August 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Laura Harrington
    • August 12, 2010

35. Spinoff a mid-year amendment to safe harbor 401(k) plan?

    By Doghouse, August 10, 2015
    • 4 replies
    • 2.5k views
    • 
    • Kevin C
    • August 11, 2015

36. Spinoff from a Controlled Group

    By Archimage, December 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 19, 2003

37. Spinoff from MEP

    By 30Rock, July 27, 2010
    • 0 replies
    • 1.7k views
    • 
    • 30Rock
    • July 27, 2010

38. spinoff from open MEP

    By Robin Wilson, January 6, 2021
    • 5 replies
    • 2.9k views
    • 
    • Luke Bailey
    • January 6, 2021

39. spinoff in CG Safe Harbor plan situation

    By Belgarath, November 27, 2019
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • December 2, 2019

40. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly, December 4, 2020
    • 1 reply
    • 533 views
    • 
    • Luke Bailey
    • December 10, 2020

41. Split between pretax and Roth when employee about to max out

    By Sarah73, October 21, 2022
    • 2 replies
    • 436 views
    • 
    • Lou S.
    • October 21, 2022

42. Split Plan to Avoid 5500 Audit

    By BeanCounterBlues, May 31, 2006
    • 7 replies
    • 4.5k views
    • 
    • jpod
    • June 1, 2006

43. Split plan to avoid audit?

    By austin3515, July 9, 2010
    • 11 replies
    • 5.8k views
    • 
    • Mike Preston
    • July 9, 2010

44. Splitting Plans to avoid audit

    By cpc0506, December 28, 2018
    • 14 replies
    • 3.2k views
    • 
    • Kevin C
    • January 4, 2019

45. Splitting Solo 401(k)

    By Guest hk73, August 23, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • August 24, 2012

46. sponsor 401(k) and SEP at same time?

    By M Norton, August 15, 2019
    • 1 reply
    • 547 views
    • 
    • CuseFan
    • August 19, 2019

47. Sponsor Company Owned by Family Trusts - Top Heavy?

    By LangLangTPA, July 22, 2015   

    • Top Heavy
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 24, 2015

48. sponsor leaving their PEO

    By WCC, March 12, 2015
    • 4 replies
    • 4.3k views
    • 
    • hr for me
    • March 13, 2015

49. Sponsor left a MEP

    By CLE401kGuy, July 31, 2019
    • 4 replies
    • 2.3k views
    • 
    • MSN
    • August 2, 2019

50. Sponsor refuses to make required top-heavy contributions to a 401(k) p

    By Guest Richard Scheer, October 26, 2000
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • November 2, 2000