401(k) Plans

19,275 topics in this forum

1. SAR for welfare plan mostly self-insured

   By Guest Dolores, September 23, 2007
   • 0 replies
   • 1.6k views
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   • Guest
   • September 23, 2007

2. Exclusion of otherwise eligbile ee

   By austin3515, January 8, 2017
   • 0 replies
   • 380 views
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   • austin3515
   • January 8, 2017

3. Converting a SIMPLE 401(k) to a New Comparability Safe Harbor 401(k).

   By MR, January 12, 2001
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   • 1.7k views
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   • MR
   • January 12, 2001

4. Canadian employee

   By Guest Cathie, June 29, 2001
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   • 1.3k views
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   • Guest
   • June 29, 2001

5. Vesting issue re fix for blown safe harbor 401(k)

   By chris, September 20, 2001
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   • 1.3k views
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   • chris
   • September 20, 2001

6. SRO rules impact on Bank Trust Departments (from ABA Trust Letter)

   By fidu, July 24, 2002
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   • 1.3k views
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   • fidu
   • July 24, 2002

7. terminating 401(k) to open 403(b)

   By Guest jjtl, May 1, 2003
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   • 1k views
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   • Guest
   • May 1, 2003

8. Plan Sponsor Use of Affiliated Broker -- Prohibited Transaction?

   By Guest Alley, December 12, 2003
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   • 1.1k views
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   • Guest
   • December 12, 2003

9. Failure to note Change in EIN and Plan Sponsor on 5500.

   By MBCarey, July 26, 2004
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   • 1.4k views
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   • MBCarey
   • July 26, 2004

10. Termination of Safe Harbor 401(k)

    By chris, September 21, 2006
    • 0 replies
    • 1k views
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    • chris
    • September 21, 2006

11. coverage and two plans

    By Guest cxs, October 19, 2006
    • 0 replies
    • 1.3k views
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    • Guest
    • October 19, 2006

12. 415 failure - EPCRS

    By fiona1, February 22, 2011
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    • 1.4k views
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    • fiona1
    • February 22, 2011

13. QACA True-Ups - Are The Mandatory?

    By metsfan026, March 14
    • 0 replies
    • 450 views
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    • metsfan026
    • March 14

14. Can a 401k hibernate for a year?

    By Guest Commuter Rex, July 26, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • July 26, 2004

15. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • February 7, 2005

16. Supplemental Pay for Military Reservists under the new 415 Regulations

    By Guest ToddieBear, June 6, 2005
    • 0 replies
    • 1k views
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    • Guest
    • June 6, 2005

17. Proposed 408(b)(2) Regulations

    By jpod, December 27, 2007
    • 0 replies
    • 896 views
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    • jpod
    • December 27, 2007

18. 401(k) Contributions made with Stock (Not Employer's)

    By Guest Jim_Mauro9, April 7, 2010
    • 0 replies
    • 787 views
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    • Guest
    • April 7, 2010

19. DOL guidance re recordkeeper searches

    By benefitsguru, March 15, 2016
    • 0 replies
    • 756 views
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    • benefitsguru
    • March 15, 2016

20. 402(g) Refund not processed by employer

    By LauraT, April 22, 2019
    • 0 replies
    • 528 views
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    • LauraT
    • April 22, 2019

21. Compensation for self employed for ADP/ACP testing

    By Guest rwright, December 30, 1998
    • 0 replies
    • 1.8k views
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    • Guest
    • December 30, 1998

22. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • June 4, 1999

23. plan transfers

    By LIBERTYKID, March 12, 2002
    • 0 replies
    • 1.2k views
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    • LIBERTYKID
    • March 12, 2002

24. MRD Amendments

    By Guest koolkid, November 20, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • November 20, 2002

25. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
    • 0 replies
    • 899 views
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    • Guest
    • March 6, 2003

26. Suspend safe harbor 3%

    By rlb64, March 17, 2011
    • 0 replies
    • 1.1k views
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    • rlb64
    • March 17, 2011

27. Revenue credit Program

    By cripp12, April 10, 2013
    • 0 replies
    • 1.5k views
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    • cripp12
    • April 10, 2013

28. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle, August 20, 2019   

    • prior plan
    • 403(b)
    • (and 1 more)

      Tagged with:

      • prior plan
      • 403(b)
      • vesting
    • 0 replies
    • 512 views
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    • 401Kerfuffle
    • August 20, 2019

29. Testing a start up company using statutory exclusions

    By Guest kan, February 22, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • February 22, 2002

30. Final Catch Up Regulations in IRS Bulletin # 37

    By jevd, September 23, 2003
    • 0 replies
    • 1k views
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    • jevd
    • September 23, 2003

31. Who is the "employer" for QSLOB purposes?

    By Guest Kaister, March 15, 2004
    • 0 replies
    • 1.9k views
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    • Guest
    • March 15, 2004

32. Safe Harbor Match & Catch Up Calculation for off calendar plan

    By Guest Bob Lees, February 1, 2006
    • 0 replies
    • 1.6k views
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    • Guest
    • February 1, 2006

33. Fiscal Year contribution funding for Calendar Year Plan

    By BLM, August 1, 2017
    • 0 replies
    • 459 views
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    • BLM
    • August 1, 2017

34. Ft Wm Volume Submitter PSP with CODA

    By J Simmons, November 7, 2018
    • 0 replies
    • 500 views
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    • J Simmons
    • November 7, 2018

35. international 401k advisor?

    By Guest pinocchio, December 14, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • December 14, 2001

36. 5500 Reporting for Self Directed Accounts

    By Guest JCatt, March 27, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • March 27, 2002

37. PEO Executive responds

    By Guest Lugeguy, March 25, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • March 25, 2003

38. Allocating funds received from class action suits

    By AKconsult, September 24, 2007
    • 0 replies
    • 1k views
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    • AKconsult
    • September 24, 2007

39. SH contributions with multiple plans

    By Cynchbeast, July 15, 2021
    • 0 replies
    • 528 views
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    • Cynchbeast
    • July 15, 2021

40. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer, January 15
    • 0 replies
    • 491 views
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    • youngbenefitslawyer
    • January 15

41. Partnership fee deductions

    By PJaeger, August 30, 2001
    • 0 replies
    • 1.4k views
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    • PJaeger
    • August 30, 2001

42. ADP testing in context of plan spinoff

    By Guest Darrell, February 28, 2005
    • 0 replies
    • 1.9k views
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    • Guest
    • February 28, 2005

43. Disabled Participant and 401(k) Safe Harbor Contribution

    By John Feldt ERPA CPC QPA, March 23, 2006
    • 0 replies
    • 1.4k views
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    • John Feldt ERPA CPC QPA
    • March 23, 2006

44. Discriminatory Timing of Amendment

    By jpod, August 1, 2006
    • 0 replies
    • 1.3k views
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    • jpod
    • August 1, 2006

45. short limitation year - 415 proration

    By Guest JTK, October 20, 2006
    • 0 replies
    • 1.8k views
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    • Guest
    • October 20, 2006

46. Blackout Notice Failure and Market Loss

    By Guest Lawrenceg, March 5, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • March 5, 2007

47. Military salary continuation payments

    By AKconsult, January 17, 2012
    • 0 replies
    • 1.5k views
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    • AKconsult
    • January 17, 2012

48. Service Provider Fee Disclosures

    By Guest Saturn, August 7, 2012
    • 0 replies
    • 714 views
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    • Guest
    • August 7, 2012

49. Extended Periods for Plan Loan Offsets

    By Madison71, January 4, 2018
    • 0 replies
    • 798 views
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    • Madison71
    • January 4, 2018

50. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • February 5, 2000