401(k) Plans

19,337 topics in this forum

1. Acceptance of Electronic Beneficiary Designation Forms

   By Guest TroyRiley, June 11, 2004
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   • Guest
   • June 11, 2004

2. Delaware Series LLC

   By Guest willow100, August 28, 2007
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   • Guest
   • August 28, 2007

3. ADP Failure, Late Distributions and One to One QNEC

   By buckaroo, October 24, 2007
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   • buckaroo
   • October 24, 2007

4. Corrective distributions from 2d plan?

   By Locust, January 15, 2010
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   • 916 views
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   • Locust
   • January 15, 2010

5. Loan Maintenance Fees Added at new Vendor

   By CLKent23, April 24, 2019
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   • 324 views
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   • CLKent23
   • April 24, 2019

6. Penalties for failure to maintain ERISA Bond

   By k man, July 20, 2000
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   • k man
   • July 20, 2000

7. Davis-Bacon credit for Matching Contribs

   By Guest dbvail, March 6, 2007
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   • Guest
   • March 6, 2007

8. 401(k) excess profit sharing contributions

   By Guest paytaxesforusa, December 29, 2007
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   • Guest
   • December 29, 2007

9. Restorative Payments

   By Guest ERISAAAAH, February 23, 2011
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   • Guest
   • February 23, 2011

10. Deferrals Not Resumed after a Leave of Absence

    By MNO, January 27, 2020
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    • 368 views
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    • MNO
    • January 27, 2020

11. Contribution Deadlines

    By Guest RJM, December 19, 2000
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    • Guest
    • December 19, 2000

12. Schedule Q to Form 5300

    By Guest hank, October 16, 2001
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    • Guest
    • October 16, 2001

13. RETRO QMAC?

    By Guest padmin, December 7, 2004
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    • Guest
    • December 7, 2004

14. What costs are deductible in filing VFCP?

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

15. In-Plan Roth Conversion

    By Gruegen, November 22, 2010
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    • 867 views
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    • Gruegen
    • November 22, 2010

16. cross testing and gateway

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

17. 415 and Self-employed

    By BG5150, March 17, 2020
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    • 348 views
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    • BG5150
    • March 17, 2020

18. Amendment to automatic enrollment mid-year

    By pixiebear, September 12, 2024
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    • 452 views
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    • pixiebear
    • September 12, 2024

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

    By Tom, January 16, 2025
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    • 678 views
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    • Tom
    • January 16, 2025

20. Merger documentation

    By Guest CGBS, December 19, 2000
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    • Guest
    • December 19, 2000

21. Sch C.

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

22. 401k SH plan with fixed match and LD Rule

    By Guest mainer, August 2, 2006
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    • Guest
    • August 2, 2006

23. Safe Harbor Match - Compensation

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

24. Prohibited Transaction

    By 30Rock, March 18, 2011
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    • 30Rock
    • March 18, 2011

25. Post-Severance Compensation

    By Guest shaul, December 7, 2011
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    • Guest
    • December 7, 2011

26. J&S distribution/spousal consent

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

27. Proposed Roth 401(k) and federal employees

    By Guest KJoseph, September 12, 2000
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    • Guest
    • September 12, 2000

28. Employer's stock NUA - clarifiacation.

    By Guest kazand, November 7, 2000
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    • 1.4k views
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    • Guest
    • November 7, 2000

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

    By jevd, October 22, 2004
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    • 954 views
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    • jevd
    • October 22, 2004

30. Bankruptcy and new deferral

    By blue, February 9, 2007
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    • 934 views
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    • blue
    • February 9, 2007

31. Terminating safe harbor nonelective contribution

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

32. Who Signs Investment Policy Statement?

    By Guest Ms. Kate, May 10, 2010
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    • Guest
    • May 10, 2010

33. Relius Documents Highlights

    By rcline46, February 23, 2011
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    • 937 views
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    • rcline46
    • February 23, 2011

34. Trust

    By Nassau, April 15, 2011
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    • 762 views
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    • Nassau
    • April 15, 2011

35. Failing to enroll eligible participants

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

36. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

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

37. Separate Bonus Selection Not Subject To Auto-Escalation

    By Howard_Mark, December 3, 2015
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    • 837 views
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    • Howard_Mark
    • December 3, 2015

38. Ineligible 401k - Deferred Compensation

    By austin3515, February 1, 2016
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    • 921 views
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    • austin3515
    • February 1, 2016

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

    By jpdc, August 22, 2019
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    • 749 views
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    • jpdc
    • August 22, 2019

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

    By Guest BJJ, January 6, 1999
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    • Guest
    • January 6, 1999

41. DB to DC Conversions

    By jlf, October 24, 1999
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    • jlf
    • October 24, 1999

42. 401(k) participation waiver by Amish participants; ignore them altogether in running tests, or count them as "zeros"?

    By rcline46, September 24, 2003
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    • rcline46
    • September 24, 2003

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

    By Guest cosmo01, March 16, 2004
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    • Guest
    • March 16, 2004

44. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
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    • karl
    • March 1, 2013

45. Removing last day provision for lay off employees

    By justatester, November 7, 2014
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    • 893 views
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    • justatester
    • November 7, 2014

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

    By khn, January 6, 2015
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    • 825 views
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    • khn
    • January 6, 2015

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

    By Guest Thornton, January 6, 1999
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    • Guest
    • January 6, 1999

48. Standalone to MEP to Standalone

    By taralynnf85, September 13, 2024
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    • 448 views
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    • taralynnf85
    • September 13, 2024

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

    By Guest TinaNewToPension, December 15, 2003
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    • 999 views
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    • Guest
    • December 15, 2003

50. Rectifying Overlooked 2-Year's Service Requirement

    By Guest halka, February 13, 2004
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    • 945 views
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    • Guest
    • February 13, 2004