401(k) Plans

19,321 topics in this forum

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

   By Guest cxs, January 13, 2005
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   • 1.6k views
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   • Guest
   • January 13, 2005

2. Off Cycle Determination Letter application

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

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

   By Peter Gulia, December 16, 2014   

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

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

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

5. Top Heavy Minimums

   By Guest sbavely, April 20, 1999
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   • Guest
   • April 20, 1999

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

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

7. Contributing to Wholly Owned Subsidiary

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

8. 401k spousal consent to distribution

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

9. Fees

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

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

    By lexi, August 18, 2007
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    • 1.3k views
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    • lexi
    • August 18, 2007

11. After-tax contributions

    By austin3515, June 24, 2021
    • 0 replies
    • 482 views
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    • austin3515
    • June 24, 2021

12. Employer bonus through payroll

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

13. Secure 2.0 new plan start-up credit

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

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

    By justanotheradmin, April 17, 2024
    • 0 replies
    • 398 views
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    • justanotheradmin
    • April 17, 2024

15. 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

16. 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

17. "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

18. Standardized?

    By Guest thisissocomplicated, January 21, 2004
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    • 1k views
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    • Guest
    • January 21, 2004

19. EGTRRA TAX CREDIT

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

20. Employee Questionnaires

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

21. Automatic Rollovers

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

22. HCE Determination and Foreign Income

    By Guest mrnardoz, April 22, 2008
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    • 1.5k views
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    • Guest
    • April 22, 2008

23. 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

24. 81-100 collective funds

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

25. Hardship form?

    By Guest CAM223, August 11, 2004
    • 0 replies
    • 990 views
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    • Guest
    • August 11, 2004

26. Proposed 415 regulations

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

27. 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

28. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • August 5, 2001

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

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

30. 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

31. USSERA Tax Reporting

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

32. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
    • 0 replies
    • 847 views
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    • Guest
    • February 28, 2003

33. Amendment of eligibility rules/entry dates

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

34. Participant Loans

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

35. Puerto Rico Participants

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

36. Automatic Contribution Arrangement expiration

    By Guest Jones01, March 29, 2013
    • 0 replies
    • 994 views
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    • Guest
    • March 29, 2013

37. 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

38. Auto enrollment requirements for controlled group

    By B21, December 19, 2024
    • 0 replies
    • 417 views
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    • B21
    • December 19, 2024

39. Document Correction

    By Guest GRIMY, January 15, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • January 15, 2003

40. Transfers between Union and Nonunion plan

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

41. unbundled 403b vendors

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

42. Participation Rates - Salary vs Hourly

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

43. Spin off from MEP

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

44. How is deductibility determined (how is compensation for deductibility

    By John A, April 10, 2000
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    • 1.4k views
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    • John A
    • April 10, 2000

45. Unused Sick Time Payments

    By DTH, February 12, 2003
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    • 1.2k views
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    • DTH
    • February 12, 2003

46. Top-paid group determination and acquisitions

    By Guest NiceGuyMike, February 9, 2004
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    • 1.2k views
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    • Guest
    • February 9, 2004

47. New controlled group ADP testing

    By Gilmore, March 26, 2004
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    • 1.1k views
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    • Gilmore
    • March 26, 2004

48. Sole-Prop & Partner 415 Limit

    By Guest padmin, October 31, 2005
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    • 1.2k views
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    • Guest
    • October 31, 2005

49. Successor employer

    By Guest mparker2028, October 15, 2006
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    • 1.3k views
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    • Guest
    • October 15, 2006

50. What happens when due to the buying/selling of stock, companies are no longer a controlled group part way through the year?

    By katieinny, October 15, 2010
    • 0 replies
    • 762 views
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    • katieinny
    • October 15, 2010