401(k) Plans

19,275 topics in this forum

1. Schedule Q to Form 5300

   By Guest hank, October 16, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 16, 2001

2. RETRO QMAC?

   By Guest padmin, December 7, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 7, 2004

3. What costs are deductible in filing VFCP?

   By Jim Chad, April 2, 2009
   • 0 replies
   • 1.5k views
   • 
   • Jim Chad
   • April 2, 2009

4. In-Plan Roth Conversion

   By Gruegen, November 22, 2010
   • 0 replies
   • 853 views
   • 
   • Gruegen
   • November 22, 2010

5. cross testing and gateway

   By Gary, May 9, 2012
   • 0 replies
   • 1k views
   • 
   • Gary
   • May 9, 2012

6. 415 and Self-employed

   By BG5150, March 17, 2020
   • 0 replies
   • 321 views
   • 
   • BG5150
   • March 17, 2020

7. Amendment to automatic enrollment mid-year

   By pixiebear, September 12, 2024
   • 0 replies
   • 413 views
   • 
   • pixiebear
   • September 12, 2024

8. Roth deferrals deducted by CPA on Sole Prop tax return

   By Tom, January 16
   • 0 replies
   • 627 views
   • 
   • Tom
   • January 16

9. Merger documentation

   By Guest CGBS, December 19, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 19, 2000

10. Sch C.

    By MR, July 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • MR
    • July 23, 2001

11. 401k SH plan with fixed match and LD Rule

    By Guest mainer, August 2, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 2, 2006

12. Safe Harbor Match - Compensation

    By Guest Jstriley, May 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 10, 2010

13. Prohibited Transaction

    By 30Rock, March 18, 2011
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • March 18, 2011

14. Post-Severance Compensation

    By Guest shaul, December 7, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 7, 2011

15. J&S distribution/spousal consent

    By k man, May 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • k man
    • May 25, 2000

16. Proposed Roth 401(k) and federal employees

    By Guest KJoseph, September 12, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2000

17. Employer's stock NUA - clarifiacation.

    By Guest kazand, November 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 7, 2000

18. IRS SPECIAL NEWSLETTER RE: Model Amendment for Automatic Rollovers, COLAs and other stuff

    By jevd, October 22, 2004
    • 0 replies
    • 935 views
    • 
    • jevd
    • October 22, 2004

19. Bankruptcy and new deferral

    By blue, February 9, 2007
    • 0 replies
    • 919 views
    • 
    • blue
    • February 9, 2007

20. Terminating safe harbor nonelective contribution

    By k man, March 7, 2007
    • 0 replies
    • 1.4k views
    • 
    • k man
    • March 7, 2007

21. Who Signs Investment Policy Statement?

    By Guest Ms. Kate, May 10, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 10, 2010

22. Relius Documents Highlights

    By rcline46, February 23, 2011
    • 0 replies
    • 922 views
    • 
    • rcline46
    • February 23, 2011

23. Trust

    By Nassau, April 15, 2011
    • 0 replies
    • 744 views
    • 
    • Nassau
    • April 15, 2011

24. Failing to enroll eligible participants

    By Guest ANNEBV, February 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2001

25. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

      • Lost Earnings
      • VFCP
      • 5500
      • 5330
      • DOL
    • 0 replies
    • 2.5k views
    • 
    • sam2012
    • May 22, 2013

26. Separate Bonus Selection Not Subject To Auto-Escalation

    By Howard_Mark, December 3, 2015
    • 0 replies
    • 818 views
    • 
    • Howard_Mark
    • December 3, 2015

27. Ineligible 401k - Deferred Compensation

    By austin3515, February 1, 2016
    • 0 replies
    • 909 views
    • 
    • austin3515
    • February 1, 2016

28. Terminating MEP participation to start a stand-alone plan

    By jpdc, August 22, 2019
    • 0 replies
    • 718 views
    • 
    • jpdc
    • August 22, 2019

29. EE and ER definitions for "contract" employee - Who contribu

    By Guest BJJ, January 6, 1999
    • 0 replies
    • 4.3k views
    • 
    • Guest
    • January 6, 1999

30. DB to DC Conversions

    By jlf, October 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • jlf
    • October 24, 1999

31. 401(k) participation waiver by Amish participants; ignore them altogether in running tests, or count them as "zeros"?

    By rcline46, September 24, 2003
    • 0 replies
    • 1.5k views
    • 
    • rcline46
    • September 24, 2003

32. Health insurance premiums contributed to 401(k) plan if employees "Opts Out" of family coverage

    By Guest cosmo01, March 16, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 16, 2004

33. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
    • 0 replies
    • 1.3k views
    • 
    • karl
    • March 1, 2013

34. Removing last day provision for lay off employees

    By justatester, November 7, 2014
    • 0 replies
    • 876 views
    • 
    • justatester
    • November 7, 2014

35. Deadline for using Money in Erisa Budget/ Excess Revenue Accounts

    By khn, January 6, 2015
    • 0 replies
    • 802 views
    • 
    • khn
    • January 6, 2015

36. Partnership to Corporation/What to do with existing plans?

    By Guest Thornton, January 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

37. Standalone to MEP to Standalone

    By taralynnf85, September 13, 2024
    • 0 replies
    • 402 views
    • 
    • taralynnf85
    • September 13, 2024

38. Controlled group - reducing one plan's match to mirror other plans

    By Guest TinaNewToPension, December 15, 2003
    • 0 replies
    • 984 views
    • 
    • Guest
    • December 15, 2003

39. Rectifying Overlooked 2-Year's Service Requirement

    By Guest halka, February 13, 2004
    • 0 replies
    • 926 views
    • 
    • Guest
    • February 13, 2004

40. Merger issues

    By ombskid, January 21, 2011
    • 0 replies
    • 995 views
    • 
    • ombskid
    • January 21, 2011

41. Only Plan Sponsor signed 8955-ssa

    By jkharvey, December 7, 2011
    • 0 replies
    • 948 views
    • 
    • jkharvey
    • December 7, 2011

42. Deferral of Bonus after plan termination

    By Guest wolfpack, June 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 1999

43. Delinquent Loans - Transfer to Successor Plan?

    By Guest Chaffee, December 15, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2003

44. 457 Spinoff to a 401(k)

    By oldman, June 22, 2012
    • 0 replies
    • 852 views
    • 
    • oldman
    • June 22, 2012

45. Mid-Year Corporate ADP testing

    By PMC, December 14, 2012
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • December 14, 2012

46. New Investment Options (DIAs) and 408b2 Fee Disclosure Timing

    By Guest jvajj, March 1, 2013   

    • Fee Disclosure
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2013

47. Prior Yr ADP with change in Sponsor

    By TPATC, February 28, 2015   

    • 401k
    • adp
    • (and 1 more)

      Tagged with:

      • 401k
      • adp
      • change in plan sponsor
    • 0 replies
    • 1.2k views
    • 
    • TPATC
    • February 28, 2015

48. FT Williams Users

    By coleboy, February 1, 2016
    • 0 replies
    • 614 views
    • 
    • coleboy
    • February 1, 2016

49. new ERISA laws HR.3762 S.1991 S.1992

    By fidu, July 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • July 25, 2002

50. Excluded Employees - New Company

    By Guest tbyrd, August 12, 2003
    • 0 replies
    • 968 views
    • 
    • Guest
    • August 12, 2003