401(k) Plans

19,275 topics in this forum

1. Age 50 Catch Up-proposed regulations

   By Michael Devault, October 23, 2001
   • 1 reply
   • 1.8k views
   • 
   • R. Butler
   • October 23, 2001

2. 404 limit with 2 plan years

   By Jim Chad, December 22, 2001
   • 1 reply
   • 1.5k views
   • 
   • Richard Anderson
   • December 22, 2001

3. Employee Contributions and ACP Test Safe-Harbor

   By Guest t936, October 22, 2002
   • 1 reply
   • 1.3k views
   • 
   • MWeddell
   • October 22, 2002

4. Loan default in Safe Harbor Source

   By Guest EPC, October 29, 2004
   • 1 reply
   • 1.4k views
   • 
   • FundeK
   • November 1, 2004

5. Fees charged to participants

   By CJS07, October 23, 2008
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • October 23, 2008

6. EACA/QACA

   By msmith, December 12, 2008
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • December 15, 2008

7. Controlled Group and ADP/ACP Testing

   By msmith, March 19, 2009
   • 1 reply
   • 922 views
   • 
   • austin3515
   • March 22, 2009

8. "Of counsel" employee receiving K-1

   By Laura Harrington, December 19, 2011
   • 1 reply
   • 1.5k views
   • 
   • Laura Harrington
   • December 19, 2011

9. Safe Harbor Contribution for Owner in Controlled Group

   By MindyFPG, February 16, 2016
   • 1 reply
   • 787 views
   • 
   • bito'money
   • February 17, 2016

10. Safe Harbor 401(k) with immediate entry for deferrals and a 1 year wait for 3% Safe Harbor

    By HarleyBabe, October 5, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 5, 2016

11. Related employers, Safe Harbor/Profit Sharing allocation, 414s test

    By MLML, March 13, 2018
    • 1 reply
    • 671 views
    • 
    • Kevin C
    • March 13, 2018

12. Startup Safe Harbor Non-elective 401(k)

    By Gilmore, September 1, 2020
    • 1 reply
    • 468 views
    • 
    • Gilmore
    • September 1, 2020

13. NUA

    By Dobber, February 8, 2021
    • 1 reply
    • 326 views
    • 
    • Luke Bailey
    • February 10, 2021

14. 401 K options returning to the UK

    By Guest DShergold, March 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2001

15. 401(k) Transfer to New Provider

    By Medusa, September 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 9, 2003

16. Top Heavy 401(k) and early participation coverage issue

    By Guest f1234, January 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 27, 2005

17. Safe Harbor Match - different entry dates

    By blue, July 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • ak2ary
    • July 13, 2005

18. company dissolving and status of 401k

    By tertue, January 2, 2013
    • 1 reply
    • 3k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

19. Calculating earnings and late deposit

    By 30Rock, October 3, 2014
    • 1 reply
    • 841 views
    • 
    • BG5150
    • October 3, 2014

20. Matching Contribution True Up By Mistake

    By TPA Bob, January 26, 2019   

    • safe harbor match
    • true up
    • 1 reply
    • 655 views
    • 
    • Luke Bailey
    • January 28, 2019

21. want to know how to make union plans deductible for employer

    By Guest brettlopez, October 1, 1998
    • 1 reply
    • 4.2k views
    • 
    • LCARUSI
    • October 1, 1998

22. Loan Repayments - Balloon

    By Guest Richele, February 24, 1999
    • 1 reply
    • 1.9k views
    • 
    • Kathy
    • February 24, 1999

23. Partic. Loan

    By Guest cascigm, July 30, 1999
    • 1 reply
    • 1.8k views
    • 
    • LCARUSI
    • August 2, 1999

24. Same Desk Rule and eligibility

    By Guest Kimberly Hlavacek, May 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • May 23, 2001

25. Controlled groups

    By Guest lforesz, September 28, 2001
    • 1 reply
    • 2k views
    • 
    • Bob R
    • October 1, 2001

26. Matching Catch-up Contributions

    By Guest t936, December 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • December 4, 2001

27. investment advisor over a portion of trust fund

    By k man, October 22, 2003
    • 1 reply
    • 1k views
    • 
    • ljr
    • October 22, 2003

28. Fiduciaries Responsibilities on Defaulted Loans

    By austin3515, September 17, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • September 17, 2004

29. Using Plan Assets to Pay Fees

    By Guest jefe96, March 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • jquazza
    • March 8, 2006

30. Any Requirement that Plan Provide For Non-Spouse Rollovers

    By Guest EMM118, August 4, 2008
    • 1 reply
    • 998 views
    • 
    • Guest
    • August 4, 2008

31. Revocation of Spousal Consent to Non-Spouse Beneficiary

    By Guest kdddk14, September 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • September 3, 2008

32. Use of Excess Revenue

    By khn, January 23, 2015
    • 1 reply
    • 868 views
    • 
    • BG5150
    • January 28, 2015

33. 401(k) employee contribution missed for 12/24/2014

    By lbrenneman, March 19, 2015
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • April 3, 2015

34. New Company Formed - Distributional event?

    By tylerb172, November 29, 2018
    • 1 reply
    • 375 views
    • 
    • Luke Bailey
    • November 30, 2018

35. Form 5330

    By Chippy, May 8, 2020
    • 1 reply
    • 447 views
    • 
    • mattmc82
    • May 15, 2020

36. Mid-year change from SH Match to 3% NE?

    By Sue B, April 4, 2022
    • 1 reply
    • 458 views
    • 
    • C. B. Zeller
    • April 4, 2022

37. Eligibility service requirements cut off

    By dragondon, January 4, 2023
    • 1 reply
    • 323 views
    • 
    • justanotheradmin
    • January 4, 2023

38. Plan sponsor failed to offer plan and report information on several th

    By Guest MES, February 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • February 8, 2001

39. Annual Additions--include dependent care account?

    By Guest Martha A. Hayner, May 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 2, 2001

40. 401(k) Plan Loans -- Exclude ER securities

    By Guest justbe, November 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • November 1, 2004

41. ADP testing & excluding employees - can one exclude

    By Guest BXO, February 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • February 19, 2007

42. Source Specific Beneficiary Designation

    By Nassau, March 3, 2011
    • 1 reply
    • 853 views
    • 
    • QDROphile
    • March 3, 2011

43. Eligible to excluded class, loan payments

    By Guest sviola, November 16, 2012
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • November 16, 2012

44. Controlled Group or Multi Employer Plan??

    By Pammie57, May 14, 2019
    • 1 reply
    • 411 views
    • 
    • Luke Bailey
    • May 14, 2019

45. Coverage testing with union employees

    By hnh93, March 30, 2021   

    • coverage test
    • union
    • 1 reply
    • 1.1k views
    • 
    • Purplemandinga
    • March 30, 2021

46. Automatic 401(k) enrollment

    By Guest rickjim, October 2, 1998
    • 1 reply
    • 4.4k views
    • 
    • Guest
    • October 2, 1998

47. Restoration of forfeiture

    By Guest Do, February 25, 1999
    • 1 reply
    • 2.9k views
    • 
    • Disco Stu
    • February 26, 1999

48. Deferrals in an LLC

    By Guest Crystal, December 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • EGB
    • December 1, 1999

49. Prior year testing for the '99 year.

    By pbarrett, March 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • March 6, 2000

50. Benefit Accrual in Standardized Plan

    By Dawn Hafner, March 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • actuarysmith
    • March 1, 2002