401(k) Plans

19,275 topics in this forum

1. Minimum Required Distributions

   By MBCarey, September 16, 2005
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   • 1.1k views
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   • MBCarey
   • September 16, 2005

2. DB and DC overlapping ppt - or not?

   By John Feldt ERPA CPC QPA, January 27, 2006
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   • 1.3k views
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   • John Feldt ERPA CPC QPA
   • January 27, 2006

3. Loan from Simple IRA rollover

   By Pension Panda, February 5, 2007
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   • 955 views
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   • Pension Panda
   • February 5, 2007

4. true up for short plan year

   By Guest Benefitsrock, February 27, 2008
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   • 1.1k views
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   • Guest
   • February 27, 2008

5. Deferral... Voluntary Contribution... Mess!

   By K-t-F, March 1, 2022
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   • 316 views
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   • K-t-F
   • March 1, 2022

6. FIDUCIARY/ERISA lawsuits related to ESOPS and LESOPS

   By fidu, February 7, 2002
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   • 1.3k views
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   • fidu
   • February 7, 2002

7. Amending or Restating a PS Plan into Uni-401(k)

   By Guest Laura12345, December 9, 2002
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   • 1.2k views
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   • Guest
   • December 9, 2002

8. VFCP -- several transactions treated as one

   By Flight33, June 20, 2008
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   • 987 views
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   • Flight33
   • June 20, 2008

9. Effective Date of Rev. Proc. 2015-28

   By Floridaattorney, August 6, 2015
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   • 1k views
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   • Floridaattorney
   • August 6, 2015

10. Merger of Corporations & Successor Plan

    By shERPA, October 27, 2017
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    • 649 views
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    • shERPA
    • October 27, 2017

11. "Open" MEP

    By Robin Wilson, October 27, 2021
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    • 269 views
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    • Robin Wilson
    • October 27, 2021

12. Safe Harbor 401(k)w/ additional Match

    By Guest RMassa, May 11, 1999
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    • 1.6k views
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    • Guest
    • May 11, 1999

13. US Citizen Working Overseas

    By Guest, September 23, 1999
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    • 1.4k views
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    • Guest
    • September 23, 1999

14. SIMPLE IRA and 401(k) in a Controlled Group

    By CTipper, August 22, 2006
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    • 1.2k views
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    • CTipper
    • August 22, 2006

15. SAS 70 Audits and the Healthcare/Benefits Industry

    By Guest SAS70Auditor, March 25, 2007
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    • 986 views
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    • Guest
    • March 25, 2007

16. 401(k) Rollover to Roth IRA

    By Guest mbw, July 23, 2009
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    • 929 views
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    • Guest
    • July 23, 2009

17. 401(k) SH plan moves to MEP

    By jkharvey, April 9, 2014
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    • 753 views
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    • jkharvey
    • April 9, 2014

18. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
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    • 883 views
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    • alexa
    • September 27, 2020

19. Any Fix Possible for Improperly Defaulted Loans after 1099-R?

    By CMC, November 21, 2020
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    • 289 views
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    • CMC
    • November 21, 2020

20. Termination of 401(k) and move to SEP

    By Guest Jim Jesikiewicz, March 8, 2002
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    • 1.3k views
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    • Guest
    • March 8, 2002

21. Impermissible Rollover

    By DTH, February 5, 2007
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    • 1.6k views
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    • DTH
    • February 5, 2007

22. Nondeductible contributions multiple years

    By Guest IRISH79, June 20, 2007
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    • 974 views
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    • Guest
    • June 20, 2007

23. Filing Claim for Refund of PT Excise Tax?

    By Guest ggbrock, September 16, 2008
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    • 905 views
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    • Guest
    • September 16, 2008

24. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin, February 29, 2024
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    • 352 views
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    • justanotheradmin
    • February 29, 2024

25. Is this a successor plan?

    By Guest JGodsoe, June 7, 2004
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    • 1k views
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    • Guest
    • June 7, 2004

26. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
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    • 902 views
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    • Guest
    • January 28, 2008

27. PLAN MERGER

    By Logan401, February 5, 2010
    • 0 replies
    • 905 views
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    • Logan401
    • February 5, 2010

28. Fund Mapping

    By Nassau, August 16, 2011
    • 0 replies
    • 1k views
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    • Nassau
    • August 16, 2011

29. Safe harbor 401(k)

    By Guest Salvador A Mander, October 17, 2011
    • 0 replies
    • 807 views
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    • Guest
    • October 17, 2011

30. excluding terms invested in insurance contracts

    By austin3515, August 9, 2013
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    • 941 views
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    • austin3515
    • August 9, 2013

31. Dropping 401(k) safe harbor in mid-year

    By Guest RARogers, May 11, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • May 11, 1999

32. LLC guaranteed payments - 401k deferrals from

    By Guest RS Vatalaro, January 20, 2000
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    • 4.8k views
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    • Guest
    • January 20, 2000

33. Can a US company merge its 401k plan with a plan of its Puerto Rico su

    By Guest michaelv, February 16, 2001
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    • 2.1k views
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    • Guest
    • February 16, 2001

34. Multiple Employer Plan

    By Guest Marjorie Rogers, August 28, 2001
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    • 1.3k views
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    • Guest
    • August 28, 2001

35. successor plan?

    By Guest EDSAADE, March 12, 2004
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    • 1.2k views
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    • Guest
    • March 12, 2004

36. requested service agreement

    By richard, September 25, 1999
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    • 1.4k views
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    • richard
    • September 25, 1999

37. Top-heavy contribution requirement in new 401(k) plan in year when top

    By John A, December 13, 2000
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    • 1.3k views
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    • John A
    • December 13, 2000

38. Safe Harbor Multiple Employer Plan

    By Guest RAA, December 12, 2001
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    • 1.4k views
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    • Guest
    • December 12, 2001

39. Excise Tax for Excess Contribution

    By Guest kgsingletary, May 22, 2002
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    • 1.3k views
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    • Guest
    • May 22, 2002

40. Why can't you impute disparity to QNEC's?

    By austin3515, September 27, 2004
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    • 1.1k views
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    • austin3515
    • September 27, 2004

41. USERRA: Compensation used to determine HCE status

    By Guest IU1994, November 10, 2004
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    • 1.8k views
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    • Guest
    • November 10, 2004

42. Safe Harbor 401k

    By four01kman, October 17, 2006
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    • 1.2k views
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    • four01kman
    • October 17, 2006

43. Plan Fees paid by Employer/Plan Sponsor

    By MarZDoates, February 28, 2008
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    • 964 views
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    • MarZDoates
    • February 28, 2008

44. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
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    • 996 views
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    • Guest
    • April 1, 2010

45. QSLOB treatment

    By K2retire, November 11, 2013
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    • 833 views
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    • K2retire
    • November 11, 2013

46. Does anyone have a good model notice for negative (automatic) election

    By Guest John C. Forrester, May 1, 2000
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    • 1.2k views
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    • Guest
    • May 1, 2000

47. Covid Loan

    By DPSRich, April 6, 2023
    • 0 replies
    • 225 views
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    • DPSRich
    • April 6, 2023

48. HCE limit increase & change from 135K to 150K

    By TPApril, February 29, 2024
    • 0 replies
    • 366 views
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    • TPApril
    • February 29, 2024

49. Required match - due date? consequences of missing due date?

    By John A, October 11, 2001
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    • 1.4k views
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    • John A
    • October 11, 2001

50. 401(k) vs 403(b)

    By Guest michaelraub, January 16, 2003
    • 0 replies
    • 969 views
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    • Guest
    • January 16, 2003