401(k) Plans

19,275 topics in this forum

1. Terminate plan with "ponzi'd assets"

   By Guest JPIngold, June 13, 2013
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   • Guest
   • June 13, 2013

2. Reverse Borrowing then Shifting-Permitted?

   By justatester, February 12, 2014
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   • justatester
   • February 12, 2014

3. Regarding Return of Exces Distributions, when would 2 1/2 months after

   By Guest JMF, March 30, 2000
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   • Guest
   • March 30, 2000

4. Allocation Conditions on a Multiple Employer Plan

   By austin3515, December 28, 2003
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   • austin3515
   • December 28, 2003

5. Excess Contributions - Deduction and return of money question

   By Guest JVH, September 23, 2004
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   • Guest
   • September 23, 2004

6. Must optional testing choices be in plan?

   By Guest hyper, November 7, 2006
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   • Guest
   • November 7, 2006

7. Top Heavy Key is NRA

   By Guest Lawrenceg, July 16, 2007
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   • Guest
   • July 16, 2007

8. QSLOBs

   By Randy Watson, April 19, 2008
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   • Randy Watson
   • April 19, 2008

9. Plan to Plan transfers

   By Guest soccermom, March 5, 2009
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   • Guest
   • March 5, 2009

10. QMAC Amendment-Timing?

    By justatester, February 12, 2014
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    • 825 views
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    • justatester
    • February 12, 2014

11. 414 Compensation testing

    By PFranckowiak, November 12, 2019
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    • 339 views
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    • PFranckowiak
    • November 12, 2019

12. Exclude Non-U.S. Source Income from Compensation

    By EBECatty, November 12, 2020
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    • 384 views
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    • EBECatty
    • November 12, 2020

13. Any good article on multiple testing failures?

    By John A, December 30, 1999
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    • John A
    • December 30, 1999

14. Is a SIMPLE IRA plan a "successor plan" under the 401(k) rul

    By Guest SCUDDESLER, August 7, 2000
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    • Guest
    • August 7, 2000

15. 401(a)(4)Testing

    By ratherbereading, February 27
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    • ratherbereading
    • February 27

16. ERISA plans purchasing options/futures

    By Guest Fidu2, April 3, 2003
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    • Guest
    • April 3, 2003

17. Timing of Top Heavy and Matching/Profit Sharing Contributions

    By MarZDoates, March 10, 2004
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    • MarZDoates
    • March 10, 2004

18. Plan Documents

    By Guest PenPal, December 21, 2005
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    • Guest
    • December 21, 2005

19. revised safe harbor notice

    By Tom Poje, November 7, 2006
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    • Tom Poje
    • November 7, 2006

20. HEART Act

    By Belgarath, January 6, 2010
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    • 982 views
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    • Belgarath
    • January 6, 2010

21. New Plan and Disaggregation

    By justatester, February 10, 2012
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    • 890 views
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    • justatester
    • February 10, 2012

22. Looking for an advisor for my 401(k) startup

    By Shuo, January 9, 2021
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    • 332 views
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    • Shuo
    • January 9, 2021

23. Approved Surety Providers

    By Guest Emiliano, April 17, 2001
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    • Guest
    • April 17, 2001

24. PP-Hold the A

    By Guest Lear, December 9, 2001
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    • Guest
    • December 9, 2001

25. QPSA question

    By FundeK, January 21, 2004
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    • FundeK
    • January 21, 2004

26. Suspending Trading due to Volume

    By Guest calcu, July 21, 2005
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    • Guest
    • July 21, 2005

27. VCP - filing question

    By PFranckowiak, September 9, 2011
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    • 1.1k views
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    • PFranckowiak
    • September 9, 2011

28. QNECs funded for missed deferrals - Effect on ADP/ACP

    By Vlad401k, March 2, 2016
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    • 712 views
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    • Vlad401k
    • March 2, 2016

29. Forfeiture of employer contributions because of 415 failure -- must ea

    By Wessex, December 30, 1999
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    • 1.4k views
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    • Wessex
    • December 30, 1999

30. Correction of Failed ADP test through SCP

    By Guest cease, October 7, 2003
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    • 1.4k views
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    • Guest
    • October 7, 2003

31. Distribution of post-'86 after-tax contributions

    By Guest Everitt, February 7, 2004
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    • Guest
    • February 7, 2004

32. ADP/ACP testing and non-calendar year plans

    By Guest LiLi, July 19, 2004
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    • 2k views
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    • Guest
    • July 19, 2004

33. HCE determination in a Puerto Rico plan

    By jaemmons, October 28, 2005
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    • 1.5k views
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    • jaemmons
    • October 28, 2005

34. Auto Enroll Annual Notice

    By DTH, November 26, 2008
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    • 974 views
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    • DTH
    • November 26, 2008

35. Overpayment due to ADP Excess Failure

    By PMC, February 11, 2009
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    • 1.2k views
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    • PMC
    • February 11, 2009

36. QACA Anniversary Years?

    By Gilmore, June 21, 2021
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    • 233 views
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    • Gilmore
    • June 21, 2021

37. Terminating An "Orphan" Plan

    By Guest JuliaB, September 11, 1999
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    • Guest
    • September 11, 1999

38. How do you correct contributions that were deposited in error?

    By Guest, January 24, 2001
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    • 1.5k views
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    • Guest
    • January 24, 2001

39. Definition of Compensation Protected?

    By Guest Kelly Igel, October 8, 2001
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    • 1.9k views
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    • Guest
    • October 8, 2001

40. Excess Deferral + ADP Excess Contribution and Non-Calendar Year Plan Years

    By DTH, November 30, 2004
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    • 1.2k views
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    • DTH
    • November 30, 2004

41. Eligibility for rehired employees

    By Guest aquarius, March 21, 2007
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    • Guest
    • March 21, 2007

42. New QACA - Effect of Rehires upon Automatic Contribution Increases and Permissible Withdrawals

    By rocknrolls2, November 9, 2007
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    • 1.9k views
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    • rocknrolls2
    • November 9, 2007

43. Auto Enrollment & Military Leave

    By Guest igglesfan, December 14, 2007
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    • Guest
    • December 14, 2007

44. Move from Payroll Based to Insured STD - 401(k) Contributions

    By rocknrolls2, March 2, 2016
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    • 852 views
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    • rocknrolls2
    • March 2, 2016

45. 5500 extension

    By Guest ars1, September 12, 1999
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    • Guest
    • September 12, 1999

46. another deduction question

    By thepensionmaven, December 30, 1999
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    • thepensionmaven
    • December 30, 1999

47. What are safe-harbor notice requirements for brand new plan (but not n

    By John A, March 31, 2000
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    • John A
    • March 31, 2000

48. CODA amendment

    By Guest jim williams, March 15, 2005
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    • 1k views
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    • Guest
    • March 15, 2005

49. QDIA

    By Guest ak, October 12, 2006
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    • Guest
    • October 12, 2006

50. Top heavy contribution and leave of absence

    By blue, November 7, 2006
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    • 1.4k views
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    • blue
    • November 7, 2006