401(k) Plans

19,321 topics in this forum

1. Selective use of last day requirement

   By Guest Dave Peckham, October 28, 2006
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • October 28, 2006

2. matching contributions

   By Guest Salvador A Mander, February 21, 2010
   • 1 reply
   • 833 views
   • 
   • Tom Poje
   • February 22, 2010

3. Changing eligibility by job class

   By jmartin, December 16, 2011
   • 1 reply
   • 879 views
   • 
   • Jim Chad
   • December 17, 2011

4. lost earnings for an owner

   By cpc0506, October 17, 2013
   • 1 reply
   • 907 views
   • 
   • BG5150
   • October 17, 2013

5. Safe Harbor Mid-Year Change

   By khn, May 7, 2020
   • 1 reply
   • 768 views
   • 
   • Mike Preston
   • May 7, 2020

6. Differing match formulas

   By hsctpa, June 2, 2021
   • 1 reply
   • 529 views
   • 
   • C. B. Zeller
   • June 2, 2021

7. Plan / Company Merger

   By MGOAdmin, June 15, 2022   

   • plan merger
   • comany merger
   • (and 1 more)

     Tagged with:

     • plan merger
     • comany merger
     • controlled group
   • 1 reply
   • 468 views
   • 
   • Luke Bailey
   • June 16, 2022

8. auto enrollment for pre-12/29/22 plans and LTPTE

   By AlbanyConsultant, November 29, 2023
   • 1 reply
   • 500 views
   • 
   • Peter Gulia
   • November 29, 2023

9. Looking for reasonably priced 401(k) testing & admin software

   By Guest mwcpa, July 28, 2000
   • 1 reply
   • 1.5k views
   • 
   • Dave Baker
   • July 30, 2000

10. Increased Catch-up in 2025 - Optional?

    By Gilmore, October 1, 2024
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • October 1, 2024

11. BIS and Rehire

    By Guest russo40, May 1, 2001
    • 1 reply
    • 2.4k views
    • 
    • R. Butler
    • May 2, 2001

12. Fidelity Bond Requirement

    By Guest James Osterhaus, September 6, 2001
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • September 12, 2001

13. 5500 filed last year but number of account balances now under 100

    By Pixie, December 1, 2025
    • 1 reply
    • 285 views
    • 
    • Nichol C
    • December 2, 2025

14. USERRA Amendment

    By Guest ooota, February 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 5, 2003

15. Service Member's Civil Relief Act of 2003 - Notice to Creditor Before 6% Interest Cap

    By Guest rocnrols2, February 2, 2004
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 3, 2004

16. 401k and Life Insurance Policies

    By Guest joeydell, October 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 20, 2005

17. Is a single participant plan an ERISA plan?

    By Guest HDM, March 7, 2006
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • March 8, 2006

18. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau, November 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 19, 2008

19. Fiduciary

    By Guest meeh3704, February 26, 2009
    • 1 reply
    • 971 views
    • 
    • J Simmons
    • February 26, 2009

20. 401(k) testing and remediation

    By Guest ojs000, January 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • January 25, 2010

21. 404a-5 notice

    By Chippy, August 20, 2012
    • 1 reply
    • 1.6k views
    • 
    • cpc0506
    • August 20, 2012

22. Adding Salary Deferral and Safe Harbor Match

    By Dougsbpc, December 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 28, 2012

23. 2013 PS after Partnership Return Filed

    By austin3515, October 3, 2014
    • 1 reply
    • 723 views
    • 
    • Bird
    • October 3, 2014

24. RMD

    By mehmgo, December 21, 2015
    • 1 reply
    • 768 views
    • 
    • WCC
    • December 21, 2015

25. Prevailing wage ADP test

    By R. Butler, August 24, 2017
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 24, 2017

26. 404 Compensation

    By steve45, November 26, 2021   

    • 404
    • compensation
    • 1 reply
    • 644 views
    • 
    • Bri
    • November 26, 2021

27. ACP results if no prior year ACP Test

    By Guest Dennis, February 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 21, 1999

28. Tax Credits Available under SECURE 2.0

    By FishOn, July 28, 2023
    • 1 reply
    • 417 views
    • 
    • Tom Veal
    • August 1, 2023

29. PEP Fees

    By Keith Lowery, May 22, 2024
    • 1 reply
    • 692 views
    • 
    • Peter Gulia
    • May 22, 2024

30. What is correction for excluding eligible employees?

    By Guest GMedley, May 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 2, 2001

31. Increased Deduction Limits

    By FJR, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • July 10, 2001

32. Distribution of Employer Securities

    By bdeancpa, January 30, 2002
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • January 30, 2002

33. HCE Question

    By Guest KD40, February 5, 2003
    • 1 reply
    • 1k views
    • 
    • Fredman
    • February 5, 2003

34. 401(a)(26) and defined contribution plans

    By PensionNewbee, March 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 12, 2003

35. Discretionary Match & March 15 deadline

    By Guest Troy S., March 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • March 14, 2007

36. Final 401(k) 401(m) Amendments

    By Guest bouncingsoul, May 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 9, 2008

37. 2008 Payroll Date Cont paid in 2009.

    By Alex Daisy, September 1, 2009
    • 1 reply
    • 919 views
    • 
    • david rigby
    • September 1, 2009

38. Web Based Communications

    By Nassau, October 6, 2010
    • 1 reply
    • 958 views
    • 
    • david rigby
    • October 6, 2010

39. Controlled Group - setting up second plan

    By PFranckowiak, September 30, 2011
    • 1 reply
    • 996 views
    • 
    • 12AX7
    • September 30, 2011

40. Conversions and QDIA vs Mapping

    By austin3515, March 7, 2012
    • 1 reply
    • 4.6k views
    • 
    • mbozek
    • March 7, 2012

41. 401k terminating; starting a SIMPLE

    By Santo Gold, January 25, 2019
    • 1 reply
    • 3.4k views
    • 
    • Luke Bailey
    • January 26, 2019

42. DOL Letter

    By Guest halka, September 25, 1998
    • 1 reply
    • 4.4k views
    • 
    • Guest
    • September 25, 1998

43. ARA Asks IRS for More Time on LTPTE Rule

    By RatherBeGolfing, November 29, 2023
    • 1 reply
    • 478 views
    • 
    • Peter Gulia
    • November 29, 2023

44. ERISA Preemption of State Legislation Prohibiting Investments tied to Chinese/Foreign Adversaries

    By ERISAQuestions1234, April 10, 2025
    • 1 reply
    • 635 views
    • 
    • Peter Gulia
    • April 10, 2025

45. How is a participant supposed to know how to correctly fill out their

    By John A, February 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2001

46. HCEs participating in more than one of the unrelated employer plans

    By Guest kimninh, July 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • July 31, 2002

47. Collectively Bargained Employees

    By Guest Giovanni, February 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 25, 2003

48. investment selection

    By Guest cabenefits, July 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • July 10, 2003

49. New participants not allowed to defer - new rule?

    By Guest MikeD, January 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 27, 2005

50. Canadian one-man-show SoloK plan

    By K-t-F, January 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • K-t-F
    • January 16, 2006