401(k) Plans

19,321 topics in this forum

1. conversion to MEP mid year

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

2. Lifetime income disclosures in 2021 or 2022?

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

3. Sole Proprietors and 401(k)

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

4. Parent-Sub Controlled Group Issues

   By Guest ELS, August 28, 2000
   • 1 reply
   • 3k views
   • 
   • pjkoehler
   • August 28, 2000

5. 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

6. Company Acquisition Question

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

7. Fidelity Bonds

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

8. Catch up contributions for profit sharing only plan

   By Guest revier, December 15, 2004
   • 1 reply
   • 1.6k views
   • 
   • jquazza
   • December 15, 2004

9. Automatic, passive, negative enrollments

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

10. 401K money to a 403b Plan?

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

11. 2005 Contributions Not Paid

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

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

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

13. Employer match stated in the Plan

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

14. Top Heavy Issue

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

15. 1099r's for 2006

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

16. Automatic Enrollment

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

17. self-dealing?

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

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

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

19. Additional Correction to an ADP Test

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

20. Contribution Calculation Template

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

21. 401(k) deferral of n-q deferred comp payments

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

22. Safe Harbor Effective Date/ Eligibility Issue

    By chris, January 16, 2004
    • 0 replies
    • 1k views
    • 
    • chris
    • January 16, 2004

23. PPA Notices

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

24. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2010

25. 403b deferrals in the ABT

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

26. 1563 Attribution & Spousal Exception

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

27. HCEs in both US and Puerto Rico Plan

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

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

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

29. Gap Earnings

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

30. Relius Paperless Loan Process

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

31. Plan qualification question

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

32. Michigan 401k plan for small employers

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

33. Prevailing Wage Disproportionate QNEC Question

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

34. 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

35. GAC and Trust Agreement

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

36. Bankruptcy

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

37. FBO Account Fee Disclosure

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

38. 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

39. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 2003

40. Hurrican Katrina Victim

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

41. Death after distribution request

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

42. Bankruptcy

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

43. Ineligible Deferrals Reimbursed Through Payroll

    By Mr401k, February 4, 2011
    • 0 replies
    • 783 views
    • 
    • Mr401k
    • February 4, 2011

44. Summary Annual Report (SAR)

    By Nassau, March 7, 2011
    • 0 replies
    • 786 views
    • 
    • Nassau
    • March 7, 2011

45. EACA Covered Employees / Uniformity Requirement

    By Gruegen, November 3, 2015
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • November 3, 2015

46. Correcting excess annual additions

    By Guest planman, April 22, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2003

47. Participant Loan - Too many payments deducted - Repaid Too Much

    By Guest NeophiteTPA, October 25, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 2005

48. Plan Merger

    By justatester, June 27, 2011
    • 0 replies
    • 888 views
    • 
    • justatester
    • June 27, 2011

49. Pentegra Retirement Services: Free Webcast Today

    By Pentegra Retirement Serv., May 26, 2015
    • 0 replies
    • 947 views
    • 
    • Pentegra Retirement Serv.
    • May 26, 2015

50. Notification of Stable Value Rate Change

    By khn, January 6, 2016
    • 0 replies
    • 757 views
    • 
    • khn
    • January 6, 2016