401(k) Plans

19,275 topics in this forum

1. Are New Plans Subject to Remedial Amendment Period Cycles?

   By rocknrolls2, January 10, 2007
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   • rocknrolls2
   • January 10, 2007

2. allocation of deductions in partnership (LLC)

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

3. QDIA during conversion

   By Rai401k, September 24, 2013
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   • 978 views
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   • Rai401k
   • September 24, 2013

4. bottom up qnec

   By Guest youngt, September 27, 1999
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   • 1.6k views
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   • Guest
   • September 27, 1999

5. Bank Safe Harbor 401(k)-funding 3% with bank stock from holding compan

   By Guest SHP, February 16, 2001
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   • 1.4k views
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   • Guest
   • February 16, 2001

6. QPSA benefits

   By Guest pjb, November 20, 2003
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   • Guest
   • November 20, 2003

7. Match Eligibility

   By Lori Foresz, September 27, 2004
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   • Lori Foresz
   • September 27, 2004

8. TSP plan message board up

   By Guest tspwatch, March 18, 2005
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   • Guest
   • March 18, 2005

9. Failure to provide timely blackout notice

   By Guest IRISH79, January 10, 2007
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   • Guest
   • January 10, 2007

10. EPCRS

    By Nassau, July 20, 2007
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    • Nassau
    • July 20, 2007

11. SARSEP divorce withdraw

    By Guest debtman, December 16, 2010
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    • 1k views
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    • Guest
    • December 16, 2010

12. Mandatory Disaggregation

    By Guest yahoo, May 13, 1999
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    • 2.7k views
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    • Guest
    • May 13, 1999

13. Fixing controlled group coverage failure

    By JPete, June 14, 2019
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    • 429 views
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    • JPete
    • June 14, 2019

14. Roth (in Relius)

    By Guest Chicchica, June 20, 2006
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    • 999 views
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    • Guest
    • June 20, 2006

15. Correcting Failure to Adopt Plan as a Participating Employer

    By Madison71, November 4, 2016
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    • 1.4k views
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    • Madison71
    • November 4, 2016

16. QACA auto enrollment % change January 1

    By WCC, November 1, 2018
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    • 593 views
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    • WCC
    • November 1, 2018

17. New plan, retro start date with EACA

    By DMcGovern, June 21, 2023
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    • 400 views
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    • DMcGovern
    • June 21, 2023

18. Safe Harbor Match & Top Heavy

    By BFree, May 2, 2002
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    • 1.6k views
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    • BFree
    • May 2, 2002

19. Severance payments

    By Guest tonjer, June 12, 2002
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    • 1.5k views
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    • Guest
    • June 12, 2002

20. Multiemployer 415

    By Guest ssbvjs, November 20, 2003
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    • 1.1k views
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    • Guest
    • November 20, 2003

21. Contribution vs. Restorative Payments

    By Guest philc, June 30, 2004
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    • 1.3k views
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    • Guest
    • June 30, 2004

22. Military Pay question...

    By fiona1, April 8, 2005
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    • 1.1k views
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    • fiona1
    • April 8, 2005

23. Additional Form 5330

    By Guest koo, June 2, 2010
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    • 932 views
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    • Guest
    • June 2, 2010

24. Are QMACS Targeted When Made to Employees of One Plan Of An Affiliated Service Group

    By sdix401k, November 5, 2016
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    • 594 views
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    • sdix401k
    • November 5, 2016

25. Definition of 5% Owner for Purposes of the Required Beginning Date.

    By Guest helmethead, September 28, 2000
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    • Guest
    • September 28, 2000

26. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
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    • austin3515
    • March 4, 2003

27. Short Plan Yar Help

    By imchipbrown, February 23, 2006
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    • 1.4k views
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    • imchipbrown
    • February 23, 2006

28. To be restated during a cyle, signing requirement?

    By Guest Iwonder, May 4, 2010
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    • 829 views
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    • Guest
    • May 4, 2010

29. SARSEP TO 401K SH FOUL UP...HELP!

    By Guest tomhard, May 5, 2011
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    • 982 views
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    • Guest
    • May 5, 2011

30. Military Leave

    By Nassau, December 1, 2011
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    • 920 views
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    • Nassau
    • December 1, 2011

31. US & Puerto Rico plans

    By Guest ppapdx, May 15, 2013
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    • 766 views
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    • Guest
    • May 15, 2013

32. Grandfathering provisions with 1989 SS offset

    By Guest pdbwinchester, May 3, 2000
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    • 1.4k views
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    • Guest
    • May 3, 2000

33. Allocation of forfeitures

    By Guest moorhan, July 19, 2001
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    • 1.6k views
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    • Guest
    • July 19, 2001

34. medical opt out and contribution to PS plan

    By Guest racetothefinish, April 30, 2003
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    • 1.2k views
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    • Guest
    • April 30, 2003

35. Any word on IRS revised 402(f) notice?

    By Guest brsears, April 8, 2005
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    • 1.1k views
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    • Guest
    • April 8, 2005

36. Failure to process plan enrollment form

    By Guest ncterp, July 27, 2006
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    • 1.2k views
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    • Guest
    • July 27, 2006

37. HELP - 415 compensation definition

    By PAL, March 2, 2007
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    • 2.7k views
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    • PAL
    • March 2, 2007

38. (Cheese and) QACAs plus EACAs

    By zimbo, November 16, 2007
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    • 1.4k views
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    • zimbo
    • November 16, 2007

39. Correction of Direct Distribution with no distributable event

    By 401king, March 15, 2011
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    • 1.3k views
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    • 401king
    • March 15, 2011

40. Crediting Service

    By IRA, April 10, 2014
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    • 862 views
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    • IRA
    • April 10, 2014

41. Removing Auto Enrollment

    By Gilmore, November 1, 2018
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    • 1.1k views
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    • Gilmore
    • November 1, 2018

42. Retroactive Amendment or VCP?

    By ElaineW, September 3, 2021
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    • 409 views
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    • ElaineW
    • September 3, 2021

43. Okay to change from current year, disaggregation in 1 year, to prior y

    By John A, January 29, 2001
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    • 1.5k views
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    • John A
    • January 29, 2001

44. Nonelective contribution allocated on points

    By Medusa, August 8, 2001
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    • Medusa
    • August 8, 2001

45. Determination letter filing for controlled group member

    By jlea, May 23, 2008
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    • 1.3k views
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    • jlea
    • May 23, 2008

46. Loan Repayments not setup in Payroll - Self Correction Under IRB 2008-50?

    By Guest cke66edy, February 17, 2011
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    • 796 views
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    • Guest
    • February 17, 2011

47. hardship distributions and spousal consent

    By Beemer, July 8, 2016
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    • 707 views
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    • Beemer
    • July 8, 2016

48. Statistics on ADP Testing and Compliance

    By Guest kp, December 15, 1998
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    • Guest
    • December 15, 1998

49. Form 5310-A Question 4(b)

    By John A, June 28, 2001
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    • 1.8k views
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    • John A
    • June 28, 2001

50. Audit Requirements-Deferred Annunity and Momentum

    By Guest d reardon, October 12, 2001
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    • 1.4k views
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    • Guest
    • October 12, 2001