401(k) Plans

19,275 topics in this forum

1. To audit or not to audit, that is the question

   By dseals, August 13, 2014   

   • date of participation
   • 5 replies
   • 1.1k views
   • 
   • masteff
   • August 14, 2014

2. To be restated during a cyle, signing requirement?

   By Guest Iwonder, May 4, 2010
   • 0 replies
   • 829 views
   • 
   • Guest
   • May 4, 2010

3. to general test or not

   By Jakyasar, December 13, 2022
   • 3 replies
   • 845 views
   • 
   • CuseFan
   • December 13, 2022

4. To meet coverage and non-discrimination, must all provisions be the same?

   By Peter Gulia, August 26, 2016   

   • coverage; safe-harbor
   • 4 replies
   • 698 views
   • 
   • Peter Gulia
   • August 26, 2016

5. to merge or terminate...

   By Guest SJPrince, July 7, 2000
   • 1 reply
   • 1.9k views
   • 
   • pjkoehler
   • July 7, 2000

6. To take an emergency personal expense distribution, must a participant leave $1,000 in her account?

   By Peter Gulia, October 5, 2023
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • October 12, 2023

7. To terminate or to freeze 401(k) provisions in mid year?

   By Guest Alex Calin, April 22, 1999
   • 13 replies
   • 4k views
   • 
   • Guest
   • May 6, 1999

8. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements?

   By Guest Robin S. Vatalaro, September 21, 2004
   • 4 replies
   • 1.6k views
   • 
   • Tom Poje
   • September 22, 2004

9. Today's IRS Q&A at ASPPA Annual Conference 10/20/10

   By Guest Pennysaver, October 21, 2010
   • 47 replies
   • 12.4k views
   • 
   • Kevin C
   • November 3, 2011

10. Too Creative Design?

    By Jed Macy, November 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • MWeddell
    • November 23, 2001

11. Too easy or too difficult?

    By Guest Emiman, November 11, 2005
    • 7 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 14, 2005

12. Too late for 2009 profit sharing?

    By austin3515, January 18, 2011
    • 11 replies
    • 1.5k views
    • 
    • rcline46
    • January 19, 2011

13. Too late for 401(k)?

    By Brenda Wren, December 13, 2002
    • 15 replies
    • 2.9k views
    • 
    • Archimage
    • December 19, 2002

14. too late for a 2007 3% safe harbor ?

    By Santo Gold, December 21, 2006
    • 2 replies
    • 1.3k views
    • 
    • Dan
    • December 28, 2006

15. Too late for a short plan year?

    By BG5150, December 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • December 2, 2009

16. too late for safe harbor?

    By cpc0506, December 13, 2010
    • 1 reply
    • 991 views
    • 
    • Guest
    • December 13, 2010

17. Too Late to Make Profit Sharing Contribution?

    By Guest MS TPA, December 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

18. Too Many Excluded EE's

    By Guest Mike Schwing, February 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • February 19, 2003

19. Too much employer deposit!

    By justanotheradmin, March 28, 2014
    • 6 replies
    • 1.3k views
    • 
    • justanotheradmin
    • March 28, 2014

20. Too much match from Too much Compensation

    By Mr Bagwell, February 27, 2017   

    • match
    • 4 replies
    • 2.6k views
    • 
    • Mr Bagwell
    • February 28, 2017

21. Too much withheld from paycheck

    By Guest Peggy806, March 2, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 2, 2010

22. top 20%

    By Guest greggi39, September 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • September 22, 2004

23. top 20%

    By Guest greggi39, April 8, 2003
    • 1 reply
    • 999 views
    • 
    • Tom Poje
    • April 8, 2003

24. Top 20% Calculation

    By justatester, March 8, 2013   

    • Impact with an asset sale
    • 1 reply
    • 1.9k views
    • 
    • 12AX7
    • March 9, 2013

25. Top 20% election

    By nancy, June 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • June 14, 1999

26. Top 20% election

    By pmacduff, December 26, 2012
    • 11 replies
    • 9.3k views
    • 
    • Mike Preston
    • January 4, 2013

27. Top 20% election order of selection

    By Guest ABCI, June 16, 2004
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • June 17, 2004

28. Top 20% HCE

    By Guest ehayes, April 25, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 25, 2003

29. Top 20% HCE group - can a change be made to use it?

    By Guest A. Rostosky, February 28, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • March 2, 2001

30. Top 20% of Employees

    By imchipbrown, March 19, 1999
    • 8 replies
    • 1.9k views
    • 
    • MWeddell
    • March 25, 1999

31. Top 20% Rule for identifying HCE's?

    By Guest KD40, March 7, 2003
    • 1 reply
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

32. Top 50 employee benefits consultants

    By GBurns, February 18, 2002
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • February 20, 2002

33. Top Heaviness for small startups

    By richard, March 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • richard
    • March 27, 2000

34. TOP HEAVY

    By Guest Mike Schwing, January 16, 2008
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 16, 2008

35. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006

36. Top Heavy

    By Guest jkrad, January 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 11, 2005

37. Top Heavy

    By Guest elang, April 19, 2012
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • April 24, 2012

38. Top Heavy

    By Guest babs51, May 24, 2005
    • 2 replies
    • 1.3k views
    • 
    • JanetM
    • May 26, 2005

39. Top Heavy

    By Guest Frank Jackson, March 31, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 31, 1999

40. Top Heavy

    By Randy Watson, October 12, 2006
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • October 16, 2006

41. Top Heavy

    By Walter, November 14, 2019
    • 7 replies
    • 914 views
    • 
    • Mr Bagwell
    • November 14, 2019

42. Top Heavy

    By Randy Watson, May 16, 2007
    • 15 replies
    • 2.6k views
    • 
    • Randy Watson
    • May 24, 2007

43. Top Heavy

    By Guest kelly9522, June 5, 2003
    • 1 reply
    • 965 views
    • 
    • Blinky the 3-eyed Fish
    • June 5, 2003

44. Top Heavy

    By Jay3, December 7, 2009
    • 1 reply
    • 1k views
    • 
    • MSN
    • December 8, 2009

45. Top Heavy

    By Guest Sagamore, September 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 23, 1999

46. Top Heavy

    By Guest yarpstel, August 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • jaemmons
    • August 27, 2003

47. Top heavy

    By Belgarath, June 1, 2017
    • 2 replies
    • 446 views
    • 
    • Belgarath
    • June 1, 2017

48. Top Heavy

    By Guest dbx, December 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 30, 2002

49. Top Heavy

    By Guest durktracy, December 3, 2008
    • 1 reply
    • 984 views
    • 
    • Lou S.
    • December 3, 2008

50. Top Heavy

    By Guest judyw, July 26, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • July 26, 2004