401(k) Plans

19,333 topics in this forum

1. Nonelective contribution allocated on points

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

2. Determination letter filing for controlled group member

   By jlea, May 23, 2008
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   • jlea
   • May 23, 2008

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

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

4. hardship distributions and spousal consent

   By Beemer, July 8, 2016
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   • Beemer
   • July 8, 2016

5. Statistics on ADP Testing and Compliance

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

6. Form 5310-A Question 4(b)

   By John A, June 28, 2001
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   • John A
   • June 28, 2001

7. Audit Requirements-Deferred Annunity and Momentum

   By Guest d reardon, October 12, 2001
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   • Guest
   • October 12, 2001

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

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

9. new safe harbor 401k

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

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

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

11. Form 5330 and Late Contributions

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

12. Gap period income

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

13. 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

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

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

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

    By maverick, November 6, 2008
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    • 1.1k views
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    • maverick
    • November 6, 2008

16. 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

17. QDIA notice

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

18. ABT with US and PR plan

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

19. Computer Based Training on 401k

    By Guest mdcotton, May 3, 2000
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    • 1.3k views
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    • Guest
    • May 3, 2000

20. DOL audits on plan expenses

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

21. Association Plan

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

22. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
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    • 5.9k views
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    • Guest
    • March 26, 2002

23. Use of an independent fiduciary advisor

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

24. Cure period waiver

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

25. 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

26. Correcting Late Contribution Deposits

    By Below Ground, July 8, 2016   

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

27. 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

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

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

29. RMD to Beneficiaries after Death of Participant

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

30. Correction on deferral from ineligible comp

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

31. 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

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

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

33. Election not to Participate

    By Guest Vons, May 19, 1999
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    • Guest
    • May 19, 1999

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

    By EGB, January 26, 2000
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    • EGB
    • January 26, 2000

35. Qualified College Tuition Plan, IRC 529 program

    By Guest pnhem, December 14, 2000
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    • Guest
    • December 14, 2000

36. Qrops USA residents

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

37. service provider disclosure (notice of changes)

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

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

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

39. Control group worksheet

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

40. Net Operating Loss on Earned Income Calc

    By austin3515, July 8, 2021
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    • 476 views
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    • austin3515
    • July 8, 2021

41. 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

42. 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

43. Allocation of ER Match

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

44. Shark Attack

    By joel, December 23, 2004
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    • joel
    • December 23, 2004

45. 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

46. 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

47. HEART Act

    By Nassau, July 27, 2010
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    • 1k views
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    • Nassau
    • July 27, 2010

48. Aggregation for ACP Only

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

49. 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

50. Trading of Employer Stock Suspended

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