401(k) Plans

19,275 topics in this forum

1. Nevada Employee Savings Trust Program

   By gregburst, April 18
   • 1 reply
   • 1.1k views
   • 
   • Peter Gulia
   • April 18

2. Correction of failed ADP test

   By SMB, June 20, 2001
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • June 20, 2001

3. How Is Service For A Leased Employee Counted When The Organization Lea

   By Guest GAPPension1, November 12, 2001
   • 1 reply
   • 1.7k views
   • 
   • Erik Read
   • November 12, 2001

4. Iowa

   By Fredman, April 24, 2002
   • 1 reply
   • 1.4k views
   • 
   • Steve72
   • April 24, 2002

5. Mechanics of USERRA make up contributions.

   By Guest Jose Rosario, June 4, 2002
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • June 5, 2002

6. Compensation defintions and automobiles

   By John A, October 24, 2003
   • 1 reply
   • 1.5k views
   • 
   • Harwood
   • October 24, 2003

7. ROTH 401K

   By Guest lmccormick, July 18, 2005
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • July 18, 2005

8. HCE in MEP

   By J Simmons, February 16, 2008
   • 1 reply
   • 1.5k views
   • 
   • Below Ground
   • February 17, 2008

9. conversion to MEP mid year

   By CLE401kGuy, June 9, 2016
   • 1 reply
   • 969 views
   • 
   • CLE401kGuy
   • June 9, 2016

10. Lifetime income disclosures in 2021 or 2022?

    By EHD, November 3, 2020
    • 1 reply
    • 902 views
    • 
    • Peter Gulia
    • November 3, 2020

11. Sole Proprietors and 401(k)

    By Guest jmurph, August 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 23, 1999

12. Parent-Sub Controlled Group Issues

    By Guest ELS, August 28, 2000
    • 1 reply
    • 2.9k views
    • 
    • pjkoehler
    • August 28, 2000

13. Can a 70 1/2 year old continue deferrals while receiving MRD?

    By Guest Tara Curran, October 24, 2000
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • October 24, 2000

14. Company Acquisition Question

    By Guest amm19, April 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • April 4, 2002

15. Fidelity Bonds

    By Guest MatthewW, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 15, 2002

16. Catch up contributions for profit sharing only plan

    By Guest revier, December 15, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • December 15, 2004

17. Automatic, passive, negative enrollments

    By Guest cody, May 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 1, 2005

18. 401K money to a 403b Plan?

    By Guest Chri P, June 18, 2005
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 20, 2005

19. 2005 Contributions Not Paid

    By Guest Ted Kowalchuk, CFP, CFS,, November 1, 2006
    • 1 reply
    • 1.3k views
    • 
    • Stevo-PDX
    • November 3, 2006

20. Crediting of Prior Service under New 401(k) Plan

    By rocknrolls2, April 10, 2007
    • 1 reply
    • 1.4k views
    • 
    • PLAN MAN
    • April 10, 2007

21. Employer match stated in the Plan

    By Guest Nini, September 10, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • September 11, 2007

22. Top Heavy Issue

    By Guest JDK, April 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • April 15, 2009

23. 1099r's for 2006

    By jkdoll2, December 30, 2009
    • 1 reply
    • 874 views
    • 
    • oriecat
    • December 31, 2009

24. Automatic Enrollment

    By PMC, October 8, 2010
    • 1 reply
    • 949 views
    • 
    • Bill Presson
    • October 8, 2010

25. self-dealing?

    By Guest Aust916, December 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 12, 2013

26. ADP Refund of Roth plus gains at age 56- are gains taxable?

    By Jim Chad, January 31, 2014
    • 1 reply
    • 954 views
    • 
    • Lou S.
    • January 31, 2014

27. Additional Correction to an ADP Test

    By justatester, October 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2016

28. Contribution Calculation Template

    By Indu, November 10, 2022
    • 0 replies
    • 331 views
    • 
    • Indu
    • November 10, 2022

29. 401(k) deferral of n-q deferred comp payments

    By Guest jppcpa, December 30, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

30. Safe Harbor Effective Date/ Eligibility Issue

    By chris, January 16, 2004
    • 0 replies
    • 996 views
    • 
    • chris
    • January 16, 2004

31. PPA Notices

    By Guest DWH, April 14, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 14, 2008

32. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

33. 403b deferrals in the ABT

    By 30Rock, October 6, 2011
    • 0 replies
    • 840 views
    • 
    • 30Rock
    • October 6, 2011

34. 1563 Attribution & Spousal Exception

    By Dennis Povloski, September 14, 2015
    • 0 replies
    • 839 views
    • 
    • Dennis Povloski
    • September 14, 2015

35. HCEs in both US and Puerto Rico Plan

    By justatester, January 5, 2016
    • 0 replies
    • 833 views
    • 
    • justatester
    • January 5, 2016

36. Balance of Plan Account Required with 402(f) Notice

    By billfgrady, February 4, 2004
    • 0 replies
    • 950 views
    • 
    • billfgrady
    • February 4, 2004

37. Gap Earnings

    By justatester, March 18, 2008
    • 0 replies
    • 954 views
    • 
    • justatester
    • March 18, 2008

38. Relius Paperless Loan Process

    By Guest Pension250, August 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 11, 2010

39. Plan qualification question

    By fiona1, September 14, 2010
    • 0 replies
    • 856 views
    • 
    • fiona1
    • September 14, 2010

40. Michigan 401k plan for small employers

    By Guest nherkowitz, February 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2006

41. Prevailing Wage Disproportionate QNEC Question

    By Purplemandinga, July 19, 2019
    • 0 replies
    • 950 views
    • 
    • Purplemandinga
    • July 19, 2019

42. How to identify the Employer, EIN and Plan Number of a 401(k) Plan aft

    By Guest EMC, November 15, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000

43. GAC and Trust Agreement

    By KMG77, December 6, 2007
    • 0 replies
    • 1.6k views
    • 
    • KMG77
    • December 6, 2007

44. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 842 views
    • 
    • Nassau
    • June 17, 2010

45. FBO Account Fee Disclosure

    By austin3515, July 20, 2019
    • 0 replies
    • 322 views
    • 
    • austin3515
    • July 20, 2019

46. Interest Accrual Application If Loan Is Paid in Full During Cure Perio

    By Guest andmik, October 7, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 7, 2002

47. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2003

48. Hurrican Katrina Victim

    By Guest TPA Guy, December 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 19, 2005

49. Death after distribution request

    By wsp, September 11, 2007
    • 0 replies
    • 1.1k views
    • 
    • wsp
    • September 11, 2007

50. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 883 views
    • 
    • Nassau
    • June 17, 2010