401(k) Plans

19,334 topics in this forum

1. Money Purchase Plan

   By Guest qualified plan, April 12, 2005
   • 0 replies
   • 1.1k views
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   • Guest
   • April 12, 2005

2. Loan Rollover to Multiple Employer Plan

   By Below Ground, March 5, 2007
   • 0 replies
   • 1.2k views
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   • Below Ground
   • March 5, 2007

3. EACA - Former Employee and the 10% Additional Tax

   By Guest Bob:, September 13, 2016   

   • 414(w) 72(t)
   • 0 replies
   • 529 views
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   • Guest
   • September 13, 2016

4. Matching contribution with employer stock

   By Guest Jay Walters, October 8, 1999
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   • 1.3k views
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   • Guest
   • October 8, 1999

5. Rehires and 401(k) Employer Matches

   By Guest LLandau, May 1, 2003
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   • 1.3k views
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   • Guest
   • May 1, 2003

6. Litigation proceeds

   By Guest agsmith, July 23, 2003
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   • 1.4k views
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   • Guest
   • July 23, 2003

7. Appropriateness of deduction in ASG setting

   By billfgrady, March 15, 2004
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   • 1k views
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   • billfgrady
   • March 15, 2004

8. Adopting provisions - EGTRRA

   By Guest mparker2028, December 6, 2005
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   • 1.7k views
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   • Guest
   • December 6, 2005

9. Simple IRA Plans

   By Guest cconnell, March 5, 2007
   • 0 replies
   • 961 views
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   • Guest
   • March 5, 2007

10. 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

11. Exclusion of otherwise eligbile ee

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

12. 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

13. Canadian employee

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

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

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

15. 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

16. 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

17. 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

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

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

19. Termination of Safe Harbor 401(k)

    By chris, September 21, 2006
    • 0 replies
    • 1.1k views
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    • chris
    • September 21, 2006

20. coverage and two plans

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

21. 415 failure - EPCRS

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

22. QACA True-Ups - Are The Mandatory?

    By metsfan026, March 14, 2025
    • 0 replies
    • 496 views
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    • metsfan026
    • March 14, 2025

23. 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

24. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
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    • 1.2k views
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    • Guest
    • February 7, 2005

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

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

26. Proposed 408(b)(2) Regulations

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

27. 401(k) Contributions made with Stock (Not Employer's)

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

28. DOL guidance re recordkeeper searches

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

29. 402(g) Refund not processed by employer

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

30. 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

31. Plan Loans - Participant Reaction to Elimination

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

32. plan transfers

    By LIBERTYKID, March 12, 2002
    • 0 replies
    • 1.3k views
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    • LIBERTYKID
    • March 12, 2002

33. MRD Amendments

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

34. Monitoring excessive trades

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

35. Suspend safe harbor 3%

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

36. Revenue credit Program

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

37. 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
    • 547 views
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    • 401Kerfuffle
    • August 20, 2019

38. 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

39. 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

40. 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

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

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

42. Fiscal Year contribution funding for Calendar Year Plan

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

43. Ft Wm Volume Submitter PSP with CODA

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

44. international 401k advisor?

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

45. 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

46. PEO Executive responds

    By Guest Lugeguy, March 25, 2003
    • 0 replies
    • 1.2k views
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    • Guest
    • March 25, 2003

47. Allocating funds received from class action suits

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

48. SH contributions with multiple plans

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

49. IRS Preapproved Plan Submission - Cover letter

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

50. Partnership fee deductions

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