401(k) Plans

19,317 topics in this forum

1. 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

2. Termination of Safe Harbor 401(k)

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

3. coverage and two plans

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

4. 415 failure - EPCRS

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

5. QACA True-Ups - Are The Mandatory?

   By metsfan026, March 14, 2025
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   • 481 views
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   • metsfan026
   • March 14, 2025

6. Can a 401k hibernate for a year?

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

7. Notice of elimination of distribution option

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

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

   By Guest ToddieBear, June 6, 2005
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   • 1.1k views
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   • Guest
   • June 6, 2005

9. Proposed 408(b)(2) Regulations

   By jpod, December 27, 2007
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   • 907 views
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   • jpod
   • December 27, 2007

10. 401(k) Contributions made with Stock (Not Employer's)

    By Guest Jim_Mauro9, April 7, 2010
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    • 794 views
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    • Guest
    • April 7, 2010

11. DOL guidance re recordkeeper searches

    By benefitsguru, March 15, 2016
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    • 764 views
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    • benefitsguru
    • March 15, 2016

12. 402(g) Refund not processed by employer

    By LauraT, April 22, 2019
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    • 552 views
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    • LauraT
    • April 22, 2019

13. Compensation for self employed for ADP/ACP testing

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

14. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
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    • 1.5k views
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    • Guest
    • June 4, 1999

15. plan transfers

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

16. MRD Amendments

    By Guest koolkid, November 20, 2002
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    • 1.2k views
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    • Guest
    • November 20, 2002

17. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
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    • 909 views
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    • Guest
    • March 6, 2003

18. Suspend safe harbor 3%

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

19. Revenue credit Program

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

20. 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
    • 532 views
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    • 401Kerfuffle
    • August 20, 2019

21. Testing a start up company using statutory exclusions

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

22. Final Catch Up Regulations in IRS Bulletin # 37

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

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

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

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

    By Guest Bob Lees, February 1, 2006
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    • 1.7k views
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    • Guest
    • February 1, 2006

25. Fiscal Year contribution funding for Calendar Year Plan

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

26. Ft Wm Volume Submitter PSP with CODA

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

27. international 401k advisor?

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

28. 5500 Reporting for Self Directed Accounts

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

29. PEO Executive responds

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

30. Allocating funds received from class action suits

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

31. SH contributions with multiple plans

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

32. IRS Preapproved Plan Submission - Cover letter

    By youngbenefitslawyer, January 15, 2025
    • 0 replies
    • 511 views
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    • youngbenefitslawyer
    • January 15, 2025

33. Partnership fee deductions

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

34. ADP testing in context of plan spinoff

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

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

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

36. Discriminatory Timing of Amendment

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

37. short limitation year - 415 proration

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

38. Blackout Notice Failure and Market Loss

    By Guest Lawrenceg, March 5, 2007
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    • Guest
    • March 5, 2007

39. Military salary continuation payments

    By AKconsult, January 17, 2012
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    • 1.6k views
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    • AKconsult
    • January 17, 2012

40. Service Provider Fee Disclosures

    By Guest Saturn, August 7, 2012
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    • 721 views
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    • Guest
    • August 7, 2012

41. Extended Periods for Plan Loan Offsets

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

42. Negative election enrollment.

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

43. Definition of Comp for a Short Plan Year

    By Archimage, December 6, 2005
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    • 1.5k views
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    • Archimage
    • December 6, 2005

44. Canadian residents as participants in US 401(k) plan

    By lexi, March 6, 2007
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    • 1.8k views
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    • lexi
    • March 6, 2007

45. PS Contribution for Eligible Participant

    By Dazednconfused, April 7, 2010
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    • 804 views
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    • Dazednconfused
    • April 7, 2010

46. Salary advance

    By fiona1, February 23, 2012
    • 0 replies
    • 857 views
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    • fiona1
    • February 23, 2012

47. Qualified Military Leave & 401(k) Plans

    By Guest Doug Rosing, June 8, 1999
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    • 1.7k views
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    • Guest
    • June 8, 1999

48. Permitted contribution max w/Catch-up when after-tax-dumb question? Or does anyone know the answer.

    By Guest devonlucy, July 4, 2005
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    • 1k views
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    • Guest
    • July 4, 2005

49. Real estate agents as statutory non employees

    By Guest JimChad, October 13, 2005
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    • 2k views
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    • Guest
    • October 13, 2005

50. Affiliated Service Group

    By 12AX7, December 20, 2010
    • 0 replies
    • 957 views
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    • 12AX7
    • December 20, 2010