401(k) Plans

19,321 topics in this forum

1. Employer vs. Employee Match with Government Health & Welfare Funds

   By Guest nsenja, January 21, 2004
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   • Guest
   • January 21, 2004

2. company a with 401(k) purchased by company b with simple ira

   By Guest mrtnak, January 12, 2005
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   • Guest
   • January 12, 2005

3. HCE Counts for testing

   By Guest enough, April 14, 2007
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   • Guest
   • April 14, 2007

4. Normal Retirement Age

   By k man, February 2, 2010
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   • k man
   • February 2, 2010

5. Retroactive Amendment

   By ERISA-Bubs, August 30, 2012
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   • ERISA-Bubs
   • August 30, 2012

6. Form 5300 for ASG Determination?

   By Susan S., December 15, 2016
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   • 598 views
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   • Susan S.
   • December 15, 2016

7. Don't Post to Safe Harbor 401(k) - Mac Lewis

   By LCARUSI, November 12, 1998
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   • 1.7k views
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   • LCARUSI
   • November 12, 1998

8. A client of ours is starting their own "labor Pool". A way

   By Guest Chris Watt, February 13, 2001
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   • Guest
   • February 13, 2001

9. 401(k) employer contribution made in error

   By Guest TinaThornton, October 27, 2005
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   • Guest
   • October 27, 2005

10. Change in vesting schedule

    By Doghouse, February 2, 2010
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    • 1.2k views
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    • Doghouse
    • February 2, 2010

11. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
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    • cpc0506
    • March 19, 2012

12. Safe Harbor Plan and Controlled Group

    By cpc0506, May 7, 2013
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    • 1.1k views
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    • cpc0506
    • May 7, 2013

13. SE-Tax for Canadian owner/participant

    By justanotheradmin, March 31, 2014
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    • 803 views
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    • justanotheradmin
    • March 31, 2014

14. Certification that rollover is from an eleigible source

    By Jim Chad, May 22, 2014
    • 0 replies
    • 736 views
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    • Jim Chad
    • May 22, 2014

15. Form 5308

    By bitsyhaze, January 13, 2016   

    • Short Plan Year
    • Form 5308
    • 0 replies
    • 850 views
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    • bitsyhaze
    • January 13, 2016

16. Missed Loan Payments

    By MGOAdmin, November 11, 2019   

    • loans
    • takeover
    • 0 replies
    • 464 views
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    • MGOAdmin
    • November 11, 2019

17. Valuing Real Property in 401k

    By Guest halka, September 9, 1999
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    • 1.9k views
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    • Guest
    • September 9, 1999

18. retroactive change in plan

    By Earl, March 21, 2002
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    • 1.3k views
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    • Earl
    • March 21, 2002

19. Company Stock Transaction Fees

    By Guest TaraD, July 16, 2003
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    • 914 views
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    • Guest
    • July 16, 2003

20. Wrong Comp. - QNEC - Testing

    By Guest philc, June 2, 2004
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    • 1.1k views
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    • Guest
    • June 2, 2004

21. QDIA Fees within 90 day of first investment

    By blue, November 8, 2007
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    • 1.1k views
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    • blue
    • November 8, 2007

22. Multiple K-1's

    By austin3515, March 29, 2010
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    • 1.2k views
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    • austin3515
    • March 29, 2010

23. Distribution to foreign citizen

    By ombskid, May 25, 2010
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    • 1k views
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    • ombskid
    • May 25, 2010

24. Required Annual Participant Fee Disclosure - Plan Merger - still required?

    By Guest TaxedToDeath, July 31, 2013
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    • 1.2k views
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    • Guest
    • July 31, 2013

25. Notice for SIMPLE to 401(k) mid-year replacement

    By justanotheradmin, June 11, 2024
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    • 381 views
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    • justanotheradmin
    • June 11, 2024

26. Safe Harbor nonelective contribution-can it be company stock?

    By Guest Bill MM, May 30, 2001
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    • 1.5k views
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    • Guest
    • May 30, 2001

27. Discretionary Match

    By Guest KAGrist, July 16, 2003
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    • Guest
    • July 16, 2003

28. Adding 401(k) Provision

    By pmacduff, November 17, 2003
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    • 1.1k views
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    • pmacduff
    • November 17, 2003

29. Contribution Timing

    By Guest bbillik, July 20, 2005
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    • 1.4k views
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    • Guest
    • July 20, 2005

30. Profit Sharing Contributions - Deadline

    By Nassau, February 12, 2013
    • 0 replies
    • 817 views
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    • Nassau
    • February 12, 2013

31. 401(k) Contribution Correction - Prohibited Deferrals

    By MGOAdmin, May 22, 2014   

    • correction
    • excess
    • 0 replies
    • 1.5k views
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    • MGOAdmin
    • May 22, 2014

32. late EACA/QDIA notice consequences?

    By AlbanyConsultant, November 22, 2022
    • 0 replies
    • 489 views
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    • AlbanyConsultant
    • November 22, 2022

33. Nationwide doesn't certify assets anymore?

    By bzorc, June 8, 2023
    • 0 replies
    • 431 views
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    • bzorc
    • June 8, 2023

34. Missed Loan Payments

    By Guest Jenifer, January 4, 2001
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    • 1.8k views
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    • Guest
    • January 4, 2001

35. Permissive disaggregation and ineligible employees

    By t.haley, August 27, 2025
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    • 950 views
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    • t.haley
    • August 27, 2025

36. Can a Safe Harbor 401k have only employee elective contributions?

    By Guest Yorkie 971, August 7, 2002
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    • 1.1k views
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    • Guest
    • August 7, 2002

37. Matching issues

    By Guest lindamichals, July 16, 2003
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    • Guest
    • July 16, 2003

38. Insurance in Plan

    By jkdoll2, March 29, 2010
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    • jkdoll2
    • March 29, 2010

39. ERISA 3(21)(A)(ii) Fiduciary Participant Advice

    By Guest RJ20, March 10, 2011
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    • Guest
    • March 10, 2011

40. Mandatory Contributions

    By rcline46, April 5, 2011
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    • rcline46
    • April 5, 2011

41. Benefits for Volunteer Firefighters

    By Guest Thornton, April 2, 1999
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    • 1.5k views
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    • Guest
    • April 2, 1999

42. Contribution offsets?

    By Mleech, February 27, 2025
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    • 460 views
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    • Mleech
    • February 27, 2025

43. Eliminating 4972 Excise Tax in 401(k) Plan

    By Guest OHH, October 29, 2002
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    • 1.6k views
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    • Guest
    • October 29, 2002

44. Terminate plan with "ponzi'd assets"

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

45. Reverse Borrowing then Shifting-Permitted?

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

46. 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

47. Allocation Conditions on a Multiple Employer Plan

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

48. Excess Contributions - Deduction and return of money question

    By Guest JVH, September 23, 2004
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    • 1.4k views
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    • Guest
    • September 23, 2004

49. Must optional testing choices be in plan?

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

50. Top Heavy Key is NRA

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