401(k) Plans

19,275 topics in this forum

1. Exclusive Benefit Rule

   By Nassau, October 10, 2011
   • 0 replies
   • 951 views
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   • Nassau
   • October 10, 2011

2. Limits on a 501(c)(14) corp

   By Guest Booker, March 23, 1999
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   • 1.4k views
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   • Guest
   • March 23, 1999

3. QNECS under a Davis Bacon Prevailing Wage Plan

   By Guest PLHart, December 17, 1999
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   • 2.2k views
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   • Guest
   • December 17, 1999

4. Form 5500 Schedule I Question (Late Contributions)

   By metsfan026, October 13, 2024
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   • 315 views
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   • metsfan026
   • October 13, 2024

5. Cafeteria Plans and Co-Sponsorship Policies

   By Guest dhodges, January 16, 2002
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   • Guest
   • January 16, 2002

6. Puerto Rico QDRO?

   By Guest ScarletKnight, September 21, 2004
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   • Guest
   • September 21, 2004

7. prohibited transactions- avoiding liabiiity

   By Guest dsamuels, May 29, 2001
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   • Guest
   • May 29, 2001

8. Conduit IRA into 401(k)

   By Guest notnimbaab, August 22, 2003
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   • 1.1k views
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   • Guest
   • August 22, 2003

9. Trend analysis of plan amendments

   By Guest ntmmn, March 24, 2004
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   • 877 views
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   • Guest
   • March 24, 2004

10. Short Plan Year - contribution timing?

    By Guest Michael Anderson, October 12, 2004
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    • 882 views
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    • Guest
    • October 12, 2004

11. Controlled group change

    By Guest jim williams, May 24, 2005
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    • Guest
    • May 24, 2005

12. Correcting ADP test under EPCRS-5330?

    By BG5150, June 16, 2021
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    • 357 views
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    • BG5150
    • June 16, 2021

13. Extended restatement deadline?

    By Guest danwintz, December 18, 1999
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    • 1.7k views
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    • Guest
    • December 18, 1999

14. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
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    • 887 views
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    • Guest
    • May 13, 2003

15. Non-Profit and/or foreigner as beneficiary?

    By CJS07, January 29, 2007
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    • 1.2k views
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    • CJS07
    • January 29, 2007

16. Prohibited Transaction Exemption for Nonmarketable Obligations Issued by Employer Affiliate?

    By ERISAatty, January 7, 2011
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    • 1k views
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    • ERISAatty
    • January 7, 2011

17. Testing Results letter to Client

    By Alex Daisy, March 8, 2011
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    • 825 views
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    • Alex Daisy
    • March 8, 2011

18. MSc Dissertation Survey Help Please!

    By Guest pli03, August 28, 2014
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    • 670 views
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    • Guest
    • August 28, 2014

19. Section 457 plan as successor plan.

    By Guest Thornton, May 29, 2001
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    • 1.3k views
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    • Guest
    • May 29, 2001

20. What are the notice requirements to employees when a matching contribution is suspended in mid-year?

    By katieinny, July 19, 2005
    • 0 replies
    • 999 views
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    • katieinny
    • July 19, 2005

21. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
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    • 1.4k views
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    • CJS07
    • December 12, 2007

22. QACA Uniformity

    By Guest Statler, December 2, 2009
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    • 1.2k views
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    • Guest
    • December 2, 2009

23. Do Successor Plan Rules apply to a one participant plan?

    By TMcfall, June 16, 2021
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    • 301 views
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    • TMcfall
    • June 16, 2021

24. Distribute or Transfer

    By Guest philc, August 22, 2003
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    • 913 views
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    • Guest
    • August 22, 2003

25. Union employees in a 401(k) plan that excludes collectively bargained employees!

    By Guest CRA, December 5, 2003
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    • 2.1k views
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    • Guest
    • December 5, 2003

26. Operational Failure - Definition of Compensation

    By Guest tlemaster2, February 24, 2004
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    • 1.7k views
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    • Guest
    • February 24, 2004

27. QSLOB status

    By Randy Watson, January 7, 2011
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    • 1.2k views
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    • Randy Watson
    • January 7, 2011

28. Applying for a Determination Letter

    By fiona1, October 11, 2012
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    • 864 views
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    • fiona1
    • October 11, 2012

29. Removing Auto Enrollment Feature

    By kpickering, July 26, 2019
    • 0 replies
    • 799 views
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    • kpickering
    • July 26, 2019

30. Amendments

    By Scuba 401, December 20, 1999
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    • 1.3k views
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    • Scuba 401
    • December 20, 1999

31. 945

    By Guest lindamichals, January 10, 2003
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    • 1.2k views
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    • Guest
    • January 10, 2003

32. Mid-Year Termination of Safe Harbor 401(k) Plan

    By Guest renhark, November 23, 2005
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    • 2.7k views
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    • Guest
    • November 23, 2005

33. 401k Excess deferrals to much

    By alexa, March 14, 2006
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    • 1.1k views
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    • alexa
    • March 14, 2006

34. Discretionary Match

    By Guest bluesky, May 6, 2006
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    • 1.1k views
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    • Guest
    • May 6, 2006

35. TPA Who Wants to Offer IRA Product to 401(k) Plans It Administers

    By Madison71, January 3, 2007
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    • 1.5k views
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    • Madison71
    • January 3, 2007

36. Different Match Factor

    By justatester, October 30, 2008
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    • 1.1k views
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    • justatester
    • October 30, 2008

37. not safe harbor automatic deferral

    By Jim Chad, May 22, 2011
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    • 870 views
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    • Jim Chad
    • May 22, 2011

38. May a foreign country, or agency thereof, establish a 401(k) plan for

    By Guest W J Parks, November 17, 2000
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    • 1.3k views
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    • Guest
    • November 17, 2000

39. Qslob

    By Guest Lex, November 14, 2002
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    • 2k views
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    • Guest
    • November 14, 2002

40. Who gets top heavy minimum?

    By jquazza, March 24, 2004
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    • 1.4k views
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    • jquazza
    • March 24, 2004

41. USERRA Two weeks training without pay

    By Guest mmc, May 4, 2004
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    • 1.2k views
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    • Guest
    • May 4, 2004

42. Is US Source Income (for excluding NRAs from plan testing) defined based on the applicable treaty or the general rule in the IRC?

    By JDuns, April 28, 2005
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    • 1.2k views
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    • JDuns
    • April 28, 2005

43. Affiliated Service Group Liabilities

    By Guest ERISAQUEEN, January 30, 2007
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    • 913 views
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    • Guest
    • January 30, 2007

44. Quarterly Benefit Statements / Notice Required?

    By Guest notapensiongeek, January 18, 2008
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    • 1.4k views
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    • Guest
    • January 18, 2008

45. Safe Harbor Plan

    By Nassau, July 16, 2010
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    • 881 views
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    • Nassau
    • July 16, 2010

46. Minimum coverage testing

    By 7806akp, September 16, 2010
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    • 1.8k views
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    • 7806akp
    • September 16, 2010

47. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
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    • 996 views
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    • Nassau
    • October 11, 2012

48. Beneficiaries

    By Guest pay, March 27, 1999
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    • 1.4k views
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    • Guest
    • March 27, 1999

49. Can match contributions for the 1999 plan year be reduced prior to the

    By Guest EBC, December 21, 1999
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    • 1.3k views
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    • Guest
    • December 21, 1999

50. ADP Testing Question (prior year subgroups)

    By roy819, October 14, 2024
    • 0 replies
    • 334 views
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    • roy819
    • October 14, 2024