401(k) Plans

19,321 topics in this forum

1. non discrimination testing

   By Gary, March 11, 2011
   • 0 replies
   • 865 views
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   • Gary
   • March 11, 2011

2. 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
   • 969 views
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   • Stevo-PDX
   • April 3, 2014

3. Safe Habor 401k & Top Heavy Exemption

   By B21, August 3, 2015
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   • 1.1k views
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   • B21
   • August 3, 2015

4. Gap income and short plan year

   By Guest mo again, September 1, 2000
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   • 1.4k views
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   • Guest
   • September 1, 2000

5. Correction effects on tests for later years.

   By Guest tweber, September 17, 2001
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   • 1.4k views
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   • Guest
   • September 17, 2001

6. automatic enrollment

   By k man, March 22, 2007
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   • 1.1k views
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   • k man
   • March 22, 2007

7. 401(k) plans and long term care

   By davef, August 20, 2007
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   • 1.1k views
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   • davef
   • August 20, 2007

8. Auto Enroll/QDIA Notice

   By Randy Watson, December 17, 2007
   • 0 replies
   • 1.5k views
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   • Randy Watson
   • December 17, 2007

9. Lay offs

   By Dazednconfused, January 7, 2010
   • 0 replies
   • 944 views
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   • Dazednconfused
   • January 7, 2010

10. Paperless Enrollment

    By SRP, May 27, 2010
    • 0 replies
    • 1k views
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    • SRP
    • May 27, 2010

11. Vesting in Affiliated Service Group

    By Guest, September 16, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • September 16, 1999

12. Participation rates by industry

    By Guest Mike Lanio, April 10, 2000
    • 0 replies
    • 1.9k views
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    • Guest
    • April 10, 2000

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

    By Guest Bristol, February 15, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • February 15, 2001

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

    By Guest Pat Metallic, May 10, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • May 10, 2001

15. Usa Patriot Act & Pensions

    By fidu, May 1, 2002
    • 0 replies
    • 1.6k views
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    • fidu
    • May 1, 2002

16. Transition Period for Acquisition

    By Gilmore, August 11, 2004
    • 0 replies
    • 2.1k views
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    • Gilmore
    • August 11, 2004

17. Puerto Rico Fidelity Bond

    By austin3515, August 21, 2006
    • 0 replies
    • 1.3k views
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    • austin3515
    • August 21, 2006

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

    By Guest BL333, March 4, 2010
    • 0 replies
    • 804 views
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    • Guest
    • March 4, 2010

19. Loan failure withholding issue

    By Guest EBcounsel, October 16, 2010
    • 0 replies
    • 1.1k views
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    • Guest
    • October 16, 2010

20. Roth contributions without amendment

    By kevind2010, March 11, 2011
    • 0 replies
    • 842 views
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    • kevind2010
    • March 11, 2011

21. Advisor fees charged to plan

    By Guest eafrazier, February 14, 2012
    • 0 replies
    • 826 views
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    • Guest
    • February 14, 2012

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

    By 401kSteve, February 27, 2021
    • 0 replies
    • 489 views
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    • 401kSteve
    • February 27, 2021

23. Beneficiary - J&S Plan

    By MR, June 26, 2001
    • 0 replies
    • 1.3k views
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    • MR
    • June 26, 2001

24. Prototype document for union employees

    By Guest Diane DuFresne, July 17, 2003
    • 0 replies
    • 952 views
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    • Guest
    • July 17, 2003

25. amending plan to add QNEC

    By AKconsult, March 4, 2010
    • 0 replies
    • 970 views
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    • AKconsult
    • March 4, 2010

26. Partnership Tax Deductibilty of Contributions / Deposit Timing

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

27. COVID - Notices

    By Scuba 401, September 24, 2020
    • 0 replies
    • 349 views
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    • Scuba 401
    • September 24, 2020

28. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
    • 0 replies
    • 502 views
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    • Chris123
    • November 18, 2020

29. Notice 2000-3--official version

    By JWK, January 11, 2000
    • 0 replies
    • 1.6k views
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    • JWK
    • January 11, 2000

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

    By ill, February 26, 2024
    • 0 replies
    • 388 views
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    • ill
    • February 26, 2024

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

    By Guest McElroy, September 27, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • September 27, 2000

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

    By Guest DVW, November 23, 2011
    • 0 replies
    • 877 views
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    • Guest
    • November 23, 2011

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

    By 401kSteve, March 1, 2021
    • 0 replies
    • 635 views
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    • 401kSteve
    • March 1, 2021

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

    By Guest jody303, February 12, 2003
    • 0 replies
    • 992 views
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    • Guest
    • February 12, 2003

35. Safe harbor match started mid-year.

    By Guest revier, November 9, 2004
    • 0 replies
    • 960 views
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    • Guest
    • November 9, 2004

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

    By Guest GRobert, August 19, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • August 19, 2005

37. Automatic Contribution Arrangement

    By Randy Watson, November 11, 2010
    • 0 replies
    • 1.1k views
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    • Randy Watson
    • November 11, 2010

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

    By khidalgo, February 13, 2018
    • 0 replies
    • 619 views
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    • khidalgo
    • February 13, 2018

39. Frequency of participant hardship distributions.

    By Guest JFC, January 11, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • January 11, 2000

40. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • August 30, 2002

41. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.4k views
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    • Guest
    • March 3, 2003

42. 401k provisions effective in middle of plan year

    By dmb, March 16, 2005
    • 0 replies
    • 1.1k views
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    • dmb
    • March 16, 2005

43. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.2k views
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    • Jed Macy
    • March 19, 2006

44. Withholding Too Much under Plan's Compsenation Definition

    By Guest ggbrock, September 15, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • September 15, 2008

45. Coverage/ADP question

    By fiona1, November 5, 2008
    • 0 replies
    • 902 views
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    • fiona1
    • November 5, 2008

46. Severance

    By pixmax, February 4, 2010
    • 0 replies
    • 976 views
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    • pixmax
    • February 4, 2010

47. 414(s) compensation and taxable dependent care benefits

    By Guest Yolanda, August 12, 2011
    • 0 replies
    • 1.3k views
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    • Guest
    • August 12, 2011

48. controlled group?

    By gregburst, October 21, 2014
    • 0 replies
    • 757 views
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    • gregburst
    • October 21, 2014

49. Controlled Group Compensation Question

    By pholosofizer, September 10, 2018
    • 0 replies
    • 464 views
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    • pholosofizer
    • September 10, 2018

50. Participant Death

    By Guest chant44, September 16, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • September 16, 1999