401(k) Plans

19,275 topics in this forum

1. KSOP and Corporate Spinoff

   By Scott, August 19, 2004
   • 0 replies
   • 1.8k views
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   • Scott
   • August 19, 2004

2. Non-calendar year plan issues

   By smm, August 3, 2006
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   • 1.3k views
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   • smm
   • August 3, 2006

3. Last day requirement

   By cdavis25, February 24, 2011
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   • 846 views
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   • cdavis25
   • February 24, 2011

4. Fiduciary Liability Master Class

   By Guest kristiena, September 9, 2002
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   • 1k views
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   • Guest
   • September 9, 2002

5. dual eligibility for full time/part time in safe harbor plan

   By JanetM, March 7, 2003
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   • 1.4k views
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   • JanetM
   • March 7, 2003

6. Amend to remove EACA mid year?

   By Jean, April 30, 2009
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   • 2.3k views
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   • Jean
   • April 30, 2009

7. RAP - "Adopted or Effective

   By austin3515, January 23, 2011
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   • 1.2k views
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   • austin3515
   • January 23, 2011

8. Auto EE deferral increase w/o Auto Enrollment

   By Guest glhotdog, February 24, 2011
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   • 1.3k views
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   • Guest
   • February 24, 2011

9. 401K Plans -- Prohibited Transactions

   By Guest John P., April 2, 2012
   • 0 replies
   • 839 views
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   • Guest
   • April 2, 2012

10. Puerto Rican employees in US 401k

    By k man, October 7, 2013
    • 0 replies
    • 1.1k views
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    • k man
    • October 7, 2013

11. 5500 Schedule C Question

    By Madison71, August 6, 2018
    • 0 replies
    • 462 views
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    • Madison71
    • August 6, 2018

12. Testing Bro-Sis Co.s in separate plans

    By Guest Iwonder, January 6, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • January 6, 2006

13. 408(b)(2) and PEOs

    By Christine Roberts, June 24, 2012
    • 0 replies
    • 1.1k views
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    • Christine Roberts
    • June 24, 2012

14. Non-Electing Church 401(k) Testing

    By oldman, July 9, 2013
    • 0 replies
    • 1.4k views
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    • oldman
    • July 9, 2013

15. Two different matching Formulas

    By heygents, June 23, 2015
    • 0 replies
    • 937 views
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    • heygents
    • June 23, 2015

16. EACA and Auto Escalation

    By 52626, November 10, 2017
    • 0 replies
    • 1.1k views
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    • 52626
    • November 10, 2017

17. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • February 16, 2000

18. Way too long for Withdrawal Check?

    By Guest planadmin101, December 17, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • December 17, 2001

19. VCP sample participant communication

    By Guest cody, April 13, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • April 13, 2005

20. SHNE - Eligible Participants

    By Guest saotampa, February 5, 2008
    • 0 replies
    • 1.4k views
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    • Guest
    • February 5, 2008

21. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 401(k)
    • 0 replies
    • 718 views
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    • Peter Gulia
    • November 10, 2014

22. starting a 2017 safe harbor - missed deadline

    By Santo Gold, November 10, 2017
    • 0 replies
    • 523 views
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    • Santo Gold
    • November 10, 2017

23. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach, March 14, 2024
    • 0 replies
    • 470 views
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    • oberwolfach
    • March 14, 2024

24. QSLP Matching Contribution Frequency

    By Interested Party, September 17, 2024
    • 0 replies
    • 287 views
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    • Interested Party
    • September 17, 2024

25. Can a plan sponsor currently make an election retroactive to 1/1/2000,

    By Guest ROB VIDOVICH, December 20, 2000
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    • 1.3k views
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    • Guest
    • December 20, 2000

26. life insurance in a qualified plan for the self-employed individual.

    By MR, March 28, 2002
    • 0 replies
    • 1.3k views
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    • MR
    • March 28, 2002

27. Suspension of Accrual to pass 410

    By Alf, April 1, 2004
    • 0 replies
    • 1k views
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    • Alf
    • April 1, 2004

28. Defined Contribution Plan

    By Guest cconnell, September 25, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • September 25, 2006

29. Safe Harbor Plan Termination Short Plan Year

    By Guest SRH, February 5, 2008
    • 0 replies
    • 1.2k views
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    • Guest
    • February 5, 2008

30. 2008 402(g) Refund

    By Alex Daisy, May 1, 2009
    • 0 replies
    • 1.1k views
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    • Alex Daisy
    • May 1, 2009

31. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
    • 0 replies
    • 1.1k views
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    • RRB
    • January 22, 2013

32. undoing a plan termination

    By Draper55, September 17, 2024
    • 0 replies
    • 305 views
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    • Draper55
    • September 17, 2024

33. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
    • 0 replies
    • 999 views
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    • Guest
    • July 8, 2002

34. 401(k): Are you planning on matching employee contributions this year?

    By Guest Dave Hold, October 16, 2003
    • 0 replies
    • 916 views
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    • Guest
    • October 16, 2003

35. 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
    • 0 replies
    • 1.3k views
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    • Guest
    • March 2, 2004

36. Vesting changing from hours method to elapsed time.

    By FundeK, April 23, 2004
    • 0 replies
    • 3.2k views
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    • FundeK
    • April 23, 2004

37. document amendments not signed

    By Guest Dan Kutzke, September 26, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • September 26, 2007

38. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie, November 5, 2012
    • 0 replies
    • 2k views
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    • Guest
    • November 5, 2012

39. foreign language assistance

    By Guest PeterGulia, January 16, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • January 16, 1999

40. Tech Companies & 401k Match

    By Guest Barb5494@aol.com, November 28, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • November 28, 2001

41. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • January 25, 2002

42. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.4k views
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    • fidu
    • February 25, 2002

43. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam, Monday at 07:02 AM   

    • 401k
    • qnec
    • (and 1 more)

      Tagged with:

      • 401k
      • qnec
      • top heavy
    • 0 replies
    • 104 views
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    • swam
    • Monday at 07:02 AM

44. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
    • 0 replies
    • 1.1k views
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    • FJR
    • January 31, 2003

45. Associated Match w/ ADP Refund

    By fiona1, March 30, 2007
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    • 1.8k views
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    • fiona1
    • March 30, 2007

46. EPCRS

    By Nassau, April 3, 2008
    • 0 replies
    • 1.9k views
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    • Nassau
    • April 3, 2008

47. Qualified Reservist Distribution apply to QNECs?

    By Trekker, August 26, 2009
    • 0 replies
    • 1.6k views
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    • Trekker
    • August 26, 2009

48. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
    • 0 replies
    • 1.1k views
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    • Rob P
    • January 22, 2013

49. Rehire with different eligibility by source

    By AlbanyConsultant, March 8, 2014
    • 0 replies
    • 982 views
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    • AlbanyConsultant
    • March 8, 2014

50. Safe Harbor "testing" for Early Entry participants?

    By Guest CMC9, March 13, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 13, 2002