401(k) Plans

19,275 topics in this forum

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

   By John A, April 10, 2000
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   • John A
   • April 10, 2000

2. Unused Sick Time Payments

   By DTH, February 12, 2003
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   • DTH
   • February 12, 2003

3. Top-paid group determination and acquisitions

   By Guest NiceGuyMike, February 9, 2004
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   • Guest
   • February 9, 2004

4. New controlled group ADP testing

   By Gilmore, March 26, 2004
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   • Gilmore
   • March 26, 2004

5. Sole-Prop & Partner 415 Limit

   By Guest padmin, October 31, 2005
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   • Guest
   • October 31, 2005

6. Successor employer

   By Guest mparker2028, October 15, 2006
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   • Guest
   • October 15, 2006

7. 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
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   • katieinny
   • October 15, 2010

8. non discrimination testing

   By Gary, March 11, 2011
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   • Gary
   • March 11, 2011

9. Compensation For A Cross Tested SHNEC and PS Plan 2 YOS Eligibility

   By Stevo-PDX, April 3, 2014   

   • cross test
   • PS
   • (and 1 more)

     Tagged with:

     • cross test
     • PS
     • 2 YOS
   • 0 replies
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   • Stevo-PDX
   • April 3, 2014

10. Safe Habor 401k & Top Heavy Exemption

    By B21, August 3, 2015
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    • B21
    • August 3, 2015

11. Gap income and short plan year

    By Guest mo again, September 1, 2000
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    • Guest
    • September 1, 2000

12. Correction effects on tests for later years.

    By Guest tweber, September 17, 2001
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    • Guest
    • September 17, 2001

13. automatic enrollment

    By k man, March 22, 2007
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    • k man
    • March 22, 2007

14. 401(k) plans and long term care

    By davef, August 20, 2007
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    • 1k views
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    • davef
    • August 20, 2007

15. Auto Enroll/QDIA Notice

    By Randy Watson, December 17, 2007
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    • Randy Watson
    • December 17, 2007

16. Lay offs

    By Dazednconfused, January 7, 2010
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    • Dazednconfused
    • January 7, 2010

17. Paperless Enrollment

    By SRP, May 27, 2010
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    • SRP
    • May 27, 2010

18. Vesting in Affiliated Service Group

    By Guest, September 16, 1999
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    • Guest
    • September 16, 1999

19. Participation rates by industry

    By Guest Mike Lanio, April 10, 2000
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    • Guest
    • April 10, 2000

20. Foreign company adopting plan for US citizens in foreign country?

    By Guest Bristol, February 15, 2001
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    • Guest
    • February 15, 2001

21. Is a plan permissible for one class of employees of an employer while

    By Guest Pat Metallic, May 10, 2001
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    • Guest
    • May 10, 2001

22. Usa Patriot Act & Pensions

    By fidu, May 1, 2002
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    • fidu
    • May 1, 2002

23. Transition Period for Acquisition

    By Gilmore, August 11, 2004
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    • Gilmore
    • August 11, 2004

24. Puerto Rico Fidelity Bond

    By austin3515, August 21, 2006
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    • austin3515
    • August 21, 2006

25. What information must you include in determination letter request re plan-to-plan transfer

    By Guest BL333, March 4, 2010
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    • Guest
    • March 4, 2010

26. Loan failure withholding issue

    By Guest EBcounsel, October 16, 2010
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    • Guest
    • October 16, 2010

27. Roth contributions without amendment

    By kevind2010, March 11, 2011
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    • 827 views
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    • kevind2010
    • March 11, 2011

28. Advisor fees charged to plan

    By Guest eafrazier, February 14, 2012
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    • Guest
    • February 14, 2012

29. Transfer from a PEO-MEP to a 401k Plan

    By 401kSteve, February 27, 2021
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    • 465 views
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    • 401kSteve
    • February 27, 2021

30. Beneficiary - J&S Plan

    By MR, June 26, 2001
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    • MR
    • June 26, 2001

31. Prototype document for union employees

    By Guest Diane DuFresne, July 17, 2003
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    • Guest
    • July 17, 2003

32. amending plan to add QNEC

    By AKconsult, March 4, 2010
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    • 945 views
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    • AKconsult
    • March 4, 2010

33. Partnership Tax Deductibilty of Contributions / Deposit Timing

    By CLE401kGuy, August 6, 2013
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    • 1.2k views
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    • CLE401kGuy
    • August 6, 2013

34. COVID - Notices

    By Scuba 401, September 24, 2020
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    • 331 views
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    • Scuba 401
    • September 24, 2020

35. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
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    • 464 views
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    • Chris123
    • November 18, 2020

36. Notice 2000-3--official version

    By JWK, January 11, 2000
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    • JWK
    • January 11, 2000

37. Contributions to the solo 401(k) for a QJV with a full-time W-2 job

    By ill, February 26, 2024
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    • 367 views
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    • ill
    • February 26, 2024

38. Vesting requirements for a short plan year prior to plan merger

    By Guest McElroy, September 27, 2000
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    • Guest
    • September 27, 2000

39. Two plans merge...plan1 ER pays fees & plan2 plan pays fees..,

    By Guest DVW, November 23, 2011
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    • Guest
    • November 23, 2011

40. Conversion from a MEP to a stand alone 401k Plan

    By 401kSteve, March 1, 2021
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    • 601 views
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    • 401kSteve
    • March 1, 2021

41. New plan for 401(k) safe-harbor adoption?

    By Guest jody303, February 12, 2003
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    • 982 views
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    • Guest
    • February 12, 2003

42. Safe harbor match started mid-year.

    By Guest revier, November 9, 2004
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    • Guest
    • November 9, 2004

43. Should illigal aliens be excluded from ADP/ACP testing?

    By Guest GRobert, August 19, 2005
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    • Guest
    • August 19, 2005

44. Automatic Contribution Arrangement

    By Randy Watson, November 11, 2010
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    • Randy Watson
    • November 11, 2010

45. Form 5330 - Excise Tax Deductibility for Federal and CA Return

    By khidalgo, February 13, 2018
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    • 599 views
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    • khidalgo
    • February 13, 2018

46. Frequency of participant hardship distributions.

    By Guest JFC, January 11, 2000
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    • Guest
    • January 11, 2000

47. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
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    • Guest
    • August 30, 2002

48. successor plan and adp testing

    By Guest pjg, March 3, 2003
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    • Guest
    • March 3, 2003

49. 401k provisions effective in middle of plan year

    By dmb, March 16, 2005
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    • dmb
    • March 16, 2005

50. Roth K Roll-ins

    By Jed Macy, March 19, 2006
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    • 1.1k views
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    • Jed Macy
    • March 19, 2006