401(k) Plans

19,321 topics in this forum

1. Trend analysis of plan amendments

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

2. Short Plan Year - contribution timing?

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

3. Controlled group change

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

4. Correcting ADP test under EPCRS-5330?

   By BG5150, June 16, 2021
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   • BG5150
   • June 16, 2021

5. Extended restatement deadline?

   By Guest danwintz, December 18, 1999
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   • Guest
   • December 18, 1999

6. Retirees insurance eligibility notification

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

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

   By CJS07, January 29, 2007
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   • CJS07
   • January 29, 2007

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

   By ERISAatty, January 7, 2011
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   • ERISAatty
   • January 7, 2011

9. Testing Results letter to Client

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

10. MSc Dissertation Survey Help Please!

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

11. Section 457 plan as successor plan.

    By Guest Thornton, May 29, 2001
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    • Guest
    • May 29, 2001

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

    By katieinny, July 19, 2005
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    • katieinny
    • July 19, 2005

13. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
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    • CJS07
    • December 12, 2007

14. QACA Uniformity

    By Guest Statler, December 2, 2009
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    • Guest
    • December 2, 2009

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

    By TMcfall, June 16, 2021
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    • TMcfall
    • June 16, 2021

16. Distribute or Transfer

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

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

    By Guest CRA, December 5, 2003
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    • Guest
    • December 5, 2003

18. Operational Failure - Definition of Compensation

    By Guest tlemaster2, February 24, 2004
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    • Guest
    • February 24, 2004

19. QSLOB status

    By Randy Watson, January 7, 2011
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    • Randy Watson
    • January 7, 2011

20. Applying for a Determination Letter

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

21. Removing Auto Enrollment Feature

    By kpickering, July 26, 2019
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    • 818 views
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    • kpickering
    • July 26, 2019

22. Amendments

    By Scuba 401, December 20, 1999
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    • Scuba 401
    • December 20, 1999

23. 945

    By Guest lindamichals, January 10, 2003
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    • Guest
    • January 10, 2003

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

    By Guest renhark, November 23, 2005
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    • Guest
    • November 23, 2005

25. 401k Excess deferrals to much

    By alexa, March 14, 2006
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    • alexa
    • March 14, 2006

26. Discretionary Match

    By Guest bluesky, May 6, 2006
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    • Guest
    • May 6, 2006

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

    By Madison71, January 3, 2007
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    • Madison71
    • January 3, 2007

28. Different Match Factor

    By justatester, October 30, 2008
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    • justatester
    • October 30, 2008

29. not safe harbor automatic deferral

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

30. 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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    • Guest
    • November 17, 2000

31. Qslob

    By Guest Lex, November 14, 2002
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    • Guest
    • November 14, 2002

32. Who gets top heavy minimum?

    By jquazza, March 24, 2004
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    • jquazza
    • March 24, 2004

33. USERRA Two weeks training without pay

    By Guest mmc, May 4, 2004
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    • Guest
    • May 4, 2004

34. 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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    • JDuns
    • April 28, 2005

35. Affiliated Service Group Liabilities

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

36. Quarterly Benefit Statements / Notice Required?

    By Guest notapensiongeek, January 18, 2008
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    • Guest
    • January 18, 2008

37. Safe Harbor Plan

    By Nassau, July 16, 2010
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    • Nassau
    • July 16, 2010

38. Minimum coverage testing

    By 7806akp, September 16, 2010
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    • 7806akp
    • September 16, 2010

39. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
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    • Nassau
    • October 11, 2012

40. Beneficiaries

    By Guest pay, March 27, 1999
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    • Guest
    • March 27, 1999

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

    By Guest EBC, December 21, 1999
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    • Guest
    • December 21, 1999

42. ADP Testing Question (prior year subgroups)

    By roy819, October 14, 2024
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    • 359 views
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    • roy819
    • October 14, 2024

43. When is Layoff considered Separation of Service?

    By Guest JasonElliott, May 8, 2001
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    • Guest
    • May 8, 2001

44. Old 5310 and New Schedule Q

    By Guest PJW, May 16, 2002
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    • Guest
    • May 16, 2002

45. Receiving plan of rollover contribution and forms?

    By Guest MSP, March 9, 2004
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    • Guest
    • March 9, 2004

46. Successor Plan?

    By wmyer, July 16, 2004
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    • wmyer
    • July 16, 2004

47. New participants post stock deal - use plan year comp or prorated comp for QACA SH match?

    By ts5555, August 19, 2021
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    • 556 views
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    • ts5555
    • August 19, 2021

48. 401(k) as element of compensation package

    By Guest SandiiR, November 9, 1998
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    • Guest
    • November 9, 1998

49. APRSC

    By Guest Gibson, September 3, 1999
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    • Guest
    • September 3, 1999

50. 402(g)Limits Small Distributions

    By Guest Frank Jackson, March 24, 2000
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    • Guest
    • March 24, 2000