401(k) Plans

19,275 topics in this forum

1. Employees who are rehired after a break in service.

   By katieinny, December 30, 2002
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   • katieinny
   • December 30, 2002

2. new safe harbor 401k

   By Guest LTurner, August 28, 2003
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   • Guest
   • August 28, 2003

3. How to institute a 401(k) "welcome kit"?

   By Guest ginnigrl, May 3, 2000
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   • Guest
   • May 3, 2000

4. Form 5330 and Late Contributions

   By Guest moorhan, August 29, 2001
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   • Guest
   • August 29, 2001

5. Gap period income

   By J. Bringhurst, November 1, 2002
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   • J. Bringhurst
   • November 1, 2002

6. Participant's plan loan showing up as liability on his credit report; how did it get there? What does it matter to a prospective lender?

   By Guest mbb03, September 19, 2003
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   • Guest
   • September 19, 2003

7. Rev. Proc. 2005 - 66 - Parent Controlled Group Election

   By rocknrolls2, December 29, 2005
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   • rocknrolls2
   • December 29, 2005

8. safe harbor plan merging into non-safe harbor plan, different plan years

   By maverick, November 6, 2008
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   • maverick
   • November 6, 2008

9. Failure to Timely Adopt Proposed Amendments Per IRS Determination Letter

   By 401 Chaos, February 16, 2009
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   • 401 Chaos
   • February 16, 2009

10. QDIA notice

    By gregburst, December 1, 2011
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    • 780 views
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    • gregburst
    • December 1, 2011

11. ABT with US and PR plan

    By justatester, July 8, 2016
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    • 580 views
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    • justatester
    • July 8, 2016

12. Computer Based Training on 401k

    By Guest mdcotton, May 3, 2000
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    • Guest
    • May 3, 2000

13. DOL audits on plan expenses

    By Guest Scaf, December 14, 2000
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    • Guest
    • December 14, 2000

14. Association Plan

    By Guest brstokes, August 29, 2001
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    • Guest
    • August 29, 2001

15. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
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    • Guest
    • March 26, 2002

16. Use of an independent fiduciary advisor

    By Guest newport, December 16, 2010
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    • 896 views
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    • Guest
    • December 16, 2010

17. Cure period waiver

    By Guest tmills, August 17, 2011
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    • Guest
    • August 17, 2011

18. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
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    • 1k views
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    • Guest
    • June 15, 2012

19. Correcting Late Contribution Deposits

    By Below Ground, July 8, 2016   

    • PTE 2002-51
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    • 757 views
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    • Below Ground
    • July 8, 2016

20. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud, February 8, 2002
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    • 1.3k views
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    • Guest
    • February 8, 2002

21. co-testing for 401(k) and SEP-IRA

    By Guest Barbara Roper, December 10, 2002
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    • Guest
    • December 10, 2002

22. RMD to Beneficiaries after Death of Participant

    By Guest Twinky, December 12, 2006
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    • Guest
    • December 12, 2006

23. Correction on deferral from ineligible comp

    By JKW, September 7, 2016
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    • 676 views
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    • JKW
    • September 7, 2016

24. Question for anyone who administers a plan trying to meet the uniform allocation formula Safe harbor in 401(k) PSP

    By Guest esi-jht, January 31, 2006
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    • Guest
    • January 31, 2006

25. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW, September 26, 2013
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    • 783 views
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    • Guest
    • September 26, 2013

26. Election not to Participate

    By Guest Vons, May 19, 1999
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    • 1.7k views
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    • Guest
    • May 19, 1999

27. discretionary matching contributions - can they be changed once set by

    By EGB, January 26, 2000
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    • 1.4k views
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    • EGB
    • January 26, 2000

28. Qualified College Tuition Plan, IRC 529 program

    By Guest pnhem, December 14, 2000
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    • 1.4k views
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    • Guest
    • December 14, 2000

29. Qrops USA residents

    By Guest navdha555, February 20, 2012
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    • 883 views
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    • Guest
    • February 20, 2012

30. service provider disclosure (notice of changes)

    By k man, January 14, 2013
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    • 818 views
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    • k man
    • January 14, 2013

31. Affiliated Service Group? Regularly peforming services or regularly associated?

    By Floridaattorney, February 26, 2014
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    • 852 views
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    • Floridaattorney
    • February 26, 2014

32. Control group worksheet

    By ESI2015, May 30, 2018
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    • 769 views
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    • ESI2015
    • May 30, 2018

33. Net Operating Loss on Earned Income Calc

    By austin3515, July 8, 2021
    • 0 replies
    • 441 views
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    • austin3515
    • July 8, 2021

34. Class exclusions permitted in Safe Harbor 401(k) Plan?

    By AndyH, January 26, 2000
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    • 1.9k views
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    • AndyH
    • January 26, 2000

35. Payment of plan expenses

    By Richard Anderson, August 30, 2001
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    • 1.4k views
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    • Richard Anderson
    • August 30, 2001

36. Allocation of ER Match

    By Guest bgiles, June 6, 2003
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    • 937 views
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    • Guest
    • June 6, 2003

37. Shark Attack

    By joel, December 23, 2004
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    • 1.1k views
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    • joel
    • December 23, 2004

38. In-service distribution to IRA

    By goldtpa, June 3, 2005
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    • 1.2k views
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    • goldtpa
    • June 3, 2005

39. Termination of 401(k) Plan

    By rocknrolls2, November 16, 2007
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    • 1.3k views
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    • rocknrolls2
    • November 16, 2007

40. HEART Act

    By Nassau, July 27, 2010
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    • 999 views
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    • Nassau
    • July 27, 2010

41. Aggregation for ACP Only

    By BTG, March 8, 2021
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    • 288 views
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    • BTG
    • March 8, 2021

42. What are the penalties for the withdrawal of earnings (after 12/31/19

    By Guest LNM, July 18, 2000
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    • Guest
    • July 18, 2000

43. Trading of Employer Stock Suspended

    By Guest halka, October 12, 2001
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    • Guest
    • October 12, 2001

44. Re-enrollment under the MAE rules when plan becomes a QACA

    By MATRIX, September 17
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    • MATRIX
    • September 17

45. different matching tiers for various employee classifications

    By k man, January 19, 2005
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    • k man
    • January 19, 2005

46. VFCP Calculator - Late 401k Deposits - 5500 - 5300

    By Guest rps1995, June 24, 2009
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    • Guest
    • June 24, 2009

47. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
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    • 880 views
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    • Nassau
    • January 18, 2011

48. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company?

    By Jilliandiz, October 20, 2004
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    • 1.1k views
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    • Jilliandiz
    • October 20, 2004

49. 401(k) Plan + SIMPLE IRA

    By Guest Ted Kowalchuk, CFP, CFS,, February 24, 2006
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    • Guest
    • February 24, 2006

50. In-service distribution on account of disablity

    By blue, June 24, 2009
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    • 1.2k views
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    • blue
    • June 24, 2009