401(k) Plans

19,275 topics in this forum

1. Match on "Catch-up" and ACP

   By Guest Andy Mayo, June 25, 2001
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   • Guest
   • June 25, 2001

2. Formulas for determining annual profit sharing contributions

   By LCARUSI, January 18, 2002
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   • LCARUSI
   • January 18, 2002

3. EXCESS MATCH

   By Lori H, March 16, 2006
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   • 1.5k views
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   • Lori H
   • March 16, 2006

4. Roth 401(k) rollover to Roth 403(b)

   By Guest Brian0925, February 1, 2007
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   • Guest
   • February 1, 2007

5. State paid leave laws

   By R. Butler, March 25, 2023
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   • 375 views
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   • R. Butler
   • March 25, 2023

6. RMD - Sole Spouse Beneficiary

   By M_2015, August 23, 2023
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   • 647 views
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   • M_2015
   • August 23, 2023

7. Employer contribution tax credit SECURE 2.0, Form 8881

   By justanotheradmin, February 22, 2024
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   • 334 views
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   • justanotheradmin
   • February 22, 2024

8. true-up for match that changed mid-year

   By Guest cxs, January 13, 2005
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   • Guest
   • January 13, 2005

9. Off Cycle Determination Letter application

   By Guest hyper800, July 17, 2008
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   • Guest
   • July 17, 2008

10. Nationwide class-action settlement - does it help your clients?

    By Peter Gulia, December 16, 2014   

    • disclosure revenue-sharing
    • 0 replies
    • 1.2k views
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    • Peter Gulia
    • December 16, 2014

11. Opt-Out Cash Option Payment from Cafeteria Plan: Fringe Benefit?

    By spmcqui, August 25, 2016
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    • 833 views
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    • spmcqui
    • August 25, 2016

12. Top Heavy Minimums

    By Guest sbavely, April 20, 1999
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    • 1.3k views
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    • Guest
    • April 20, 1999

13. Form 8881, Small plan tax credit form instructions?

    By justanotheradmin, December 21, 2023
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    • 522 views
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    • justanotheradmin
    • December 21, 2023

14. Contributing to Wholly Owned Subsidiary

    By khn, October 22, 2024
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    • 537 views
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    • khn
    • October 22, 2024

15. 401k spousal consent to distribution

    By Guest mariaguzzetta, April 8, 2002
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    • Guest
    • April 8, 2002

16. Fees

    By dmb, January 21, 2004
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    • dmb
    • January 21, 2004

17. "separation from employment"/"severance of employment"

    By lexi, August 18, 2007
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    • 1.2k views
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    • lexi
    • August 18, 2007

18. After-tax contributions

    By austin3515, June 24, 2021
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    • 464 views
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    • austin3515
    • June 24, 2021

19. Employer bonus through payroll

    By bzorc, January 7, 2000
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    • 1.4k views
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    • bzorc
    • January 7, 2000

20. Secure 2.0 new plan start-up credit

    By Tom, January 24, 2023
    • 0 replies
    • 296 views
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    • Tom
    • January 24, 2023

21. Long Term Part Time workers under a leasing/ temp arrangement

    By justanotheradmin, April 17, 2024
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    • 359 views
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    • justanotheradmin
    • April 17, 2024

22. Fighting for a better 401(k)....

    By Guest blltnyc, July 18, 2001
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    • 1.4k views
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    • Guest
    • July 18, 2001

23. Parsonage Allowance under 401(k) plans?

    By Guest brstokes, October 30, 2001
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    • 1.6k views
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    • Guest
    • October 30, 2001

24. "Non-compensated" Service

    By Guest dick@fbanet.com, November 15, 2002
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    • 1.2k views
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    • Guest
    • November 15, 2002

25. Standardized?

    By Guest thisissocomplicated, January 21, 2004
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    • 994 views
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    • Guest
    • January 21, 2004

26. EGTRRA TAX CREDIT

    By Guest bueler, June 28, 2004
    • 0 replies
    • 940 views
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    • Guest
    • June 28, 2004

27. Employee Questionnaires

    By Guest Cliff Langwith, August 11, 2004
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    • 1k views
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    • Guest
    • August 11, 2004

28. Automatic Rollovers

    By Kevin01, August 18, 2006
    • 0 replies
    • 1.2k views
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    • Kevin01
    • August 18, 2006

29. HCE Determination and Foreign Income

    By Guest mrnardoz, April 22, 2008
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    • Guest
    • April 22, 2008

30. BRF testing when a Merger Happens

    By justatester, May 9, 2013
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    • 1k views
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    • justatester
    • May 9, 2013

31. 81-100 collective funds

    By fidu, August 8, 2002
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    • 1.3k views
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    • fidu
    • August 8, 2002

32. Hardship form?

    By Guest CAM223, August 11, 2004
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    • 977 views
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    • Guest
    • August 11, 2004

33. Proposed 415 regulations

    By blue, February 19, 2006
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    • 1.1k views
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    • blue
    • February 19, 2006

34. ECPRS correction procedure - crossing tax years

    By Guest andrea16, March 17, 2006
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    • 2.6k views
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    • Guest
    • March 17, 2006

35. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
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    • Guest
    • August 5, 2001

36. After tax contributions in a top heavy profit sharing plan

    By Guest terid, April 30, 2002
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    • 1.7k views
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    • Guest
    • April 30, 2002

37. 401(k) PSP - Converting to ESOP "in part" to use 404(k) divi

    By Guest jvanheyde, November 15, 2002
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    • 1.6k views
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    • Guest
    • November 15, 2002

38. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
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    • 1.4k views
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    • Guest
    • February 12, 2003

39. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
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    • 835 views
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    • Guest
    • February 28, 2003

40. Amendment of eligibility rules/entry dates

    By chris, December 1, 2004
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    • 1.4k views
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    • chris
    • December 1, 2004

41. Participant Loans

    By Jilliandiz, October 31, 2005
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    • 1.2k views
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    • Jilliandiz
    • October 31, 2005

42. Puerto Rico Participants

    By Randy Watson, May 26, 2011
    • 0 replies
    • 879 views
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    • Randy Watson
    • May 26, 2011

43. Automatic Contribution Arrangement expiration

    By Guest Jones01, March 29, 2013
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    • 982 views
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    • Guest
    • March 29, 2013

44. ADP/ACP failures - excess refunds to HCEs?

    By SRNPEBT, September 24, 2015
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    • 1.7k views
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    • SRNPEBT
    • September 24, 2015

45. Auto enrollment requirements for controlled group

    By B21, December 19, 2024
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    • 390 views
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    • B21
    • December 19, 2024

46. Document Correction

    By Guest GRIMY, January 15, 2003
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    • Guest
    • January 15, 2003

47. Transfers between Union and Nonunion plan

    By PFranckowiak, March 22, 2012
    • 0 replies
    • 962 views
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    • PFranckowiak
    • March 22, 2012

48. unbundled 403b vendors

    By gregburst, February 14, 2013
    • 0 replies
    • 855 views
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    • gregburst
    • February 14, 2013

49. Participation Rates - Salary vs Hourly

    By Gilmore, September 5, 2014
    • 0 replies
    • 778 views
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    • Gilmore
    • September 5, 2014

50. Spin off from MEP

    By cpc0506, September 26, 2019
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    • 1.3k views
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    • cpc0506
    • September 26, 2019