401(k) Plans

19,337 topics in this forum

1. IRS Preapproved Plan Submission - Cover letter

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

2. Partnership fee deductions

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

3. ADP testing in context of plan spinoff

   By Guest Darrell, February 28, 2005
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   • 2k views
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   • Guest
   • February 28, 2005

4. 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

5. Discriminatory Timing of Amendment

   By jpod, August 1, 2006
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   • jpod
   • August 1, 2006

6. 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

7. Blackout Notice Failure and Market Loss

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

8. Military salary continuation payments

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

9. Service Provider Fee Disclosures

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

10. Extended Periods for Plan Loan Offsets

    By Madison71, January 4, 2018
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    • 818 views
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    • Madison71
    • January 4, 2018

11. Negative election enrollment.

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

12. 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

13. 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

14. PS Contribution for Eligible Participant

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

15. Salary advance

    By fiona1, February 23, 2012
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    • 864 views
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    • fiona1
    • February 23, 2012

16. 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

17. 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

18. Real estate agents as statutory non employees

    By Guest JimChad, October 13, 2005
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    • 2.1k views
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    • Guest
    • October 13, 2005

19. Affiliated Service Group

    By 12AX7, December 20, 2010
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    • 962 views
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    • 12AX7
    • December 20, 2010

20. When companies buy divisions 401K handling? Does PLR 200036048 apply

    By Guest Almost55, July 23, 2001
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    • 1.3k views
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    • Guest
    • July 23, 2001

21. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
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    • 1.6k views
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    • Guest
    • February 22, 2002

22. Two plans better than one?

    By Guest Lawrenceg, March 6, 2007
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    • 908 views
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    • Guest
    • March 6, 2007

23. Audit Required in Merged Plan?

    By Dennis Povloski, July 15, 2016
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    • 1k views
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    • Dennis Povloski
    • July 15, 2016

24. Testing benefits across company lines and payroll issues.

    By Guest FredBaragona, October 17, 2000
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    • 1.5k views
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    • Guest
    • October 17, 2000

25. can a company have 2 separate 401(k) plans, and what happens when one

    By Guest Jaki Delia, January 12, 2001
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    • 1.5k views
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    • Guest
    • January 12, 2001

26. Continental Benefit Administrators Inc.

    By chris, February 20, 2001
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    • 1.5k views
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    • chris
    • February 20, 2001

27. Applying Federal short-term rate to late deposits when more than one q

    By John A, February 11, 2002
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    • 1.3k views
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    • John A
    • February 11, 2002

28. Help! What should I do? IRA Roth and 401k?

    By Guest student79, June 7, 2005
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    • 1.1k views
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    • Guest
    • June 7, 2005

29. Recharacterization Under Final 401(k) Regulations

    By Guest kodle, January 15, 2007
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    • 2k views
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    • Guest
    • January 15, 2007

30. Self directed plan

    By Gary, December 11, 2009
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    • 852 views
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    • Gary
    • December 11, 2009

31. Safe Harbor Match - There's no money

    By Guest Shrek'sconfused, May 7, 2010
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    • 860 views
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    • Guest
    • May 7, 2010

32. Participating employer wants separate plan, is it a new plan for Prior Year testing purposes?

    By Flyboyjohn, December 2, 2015
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    • 578 views
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    • Flyboyjohn
    • December 2, 2015

33. industry averages

    By Guest Juracek, June 9, 1999
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    • 1.4k views
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    • Guest
    • June 9, 1999

34. the latest CPI (Consumer Price Index) and implications for next year.

    By Guest Tom Poje, May 16, 2001
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    • 1.3k views
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    • Guest
    • May 16, 2001

35. Controlled Group 401(k)

    By Guest W J Parks, August 10, 2001
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    • 1.4k views
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    • Guest
    • August 10, 2001

36. Safe Harbor Notice Deadlines for various situations

    By Guest Kelly Igel, December 14, 2001
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    • 2k views
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    • Guest
    • December 14, 2001

37. Simple Plan contribution

    By Guest smscottish, January 5, 2006
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    • 1.2k views
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    • Guest
    • January 5, 2006

38. Automatic Enrollment Notice

    By Guest Magic, October 20, 2006
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    • 1.4k views
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    • Guest
    • October 20, 2006

39. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
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    • 764 views
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    • Guest
    • October 22, 2010

40. requiring prior YOS in a startup plan - records sketchy

    By AlbanyConsultant, June 11, 2020
    • 0 replies
    • 376 views
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    • AlbanyConsultant
    • June 11, 2020

41. Regulations for the Virgin Islands

    By Guest Diana Hill, July 20, 2000
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    • Guest
    • July 20, 2000

42. Determining the Minimum Top Heavy Contribution

    By Guest Ray Hedger, July 2, 2001
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    • 1.3k views
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    • Guest
    • July 2, 2001

43. ADP Excess Cont Pre-3/15 w/FITW

    By Guest robmason, March 1, 2005
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    • 1.1k views
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    • Guest
    • March 1, 2005

44. Automatic Enrollment Safe Harbor plans

    By Brenda Wren, September 24, 2007
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    • 1.1k views
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    • Brenda Wren
    • September 24, 2007

45. Pre tax health premiums and compensation

    By Guest tmills, March 11, 2010
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    • 1.3k views
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    • Guest
    • March 11, 2010

46. Deleted - inadvertent duplicate

    By Belgarath, August 4, 2022
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    • 201 views
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    • Belgarath
    • August 4, 2022

47. Dad does asset sale to son: successor plan?

    By AlbanyConsultant, November 2, 2024
    • 0 replies
    • 535 views
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    • AlbanyConsultant
    • November 2, 2024

48. Safe harbor 401(k) plan for only part of a controlled group?

    By John A, April 2, 2001
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    • 1.6k views
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    • John A
    • April 2, 2001

49. Simple Rollovers??

    By Guest alc, June 8, 2001
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    • 1.3k views
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    • Guest
    • June 8, 2001

50. safe harbor effect on participation

    By JanetM, November 5, 2002
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    • 1.1k views
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    • JanetM
    • November 5, 2002