401(k) Plans

19,317 topics in this forum

1. 5500 Schedule of Assets Held

   By austin3515, June 10, 2003
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   • austin3515
   • June 10, 2003

2. Improper exclusion from Plan: Catch-up Missed Oppty question

   By ERISA25, June 8, 2010
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   • ERISA25
   • June 8, 2010

3. Timing of filing Form 5330 for late deposits

   By BG5150, September 21, 2011
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   • BG5150
   • September 21, 2011

4. New Safe Harbor Plan started mid-year

   By Tom, May 23, 2022
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   • 270 views
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   • Tom
   • May 23, 2022

5. Form 5300 Question

   By Scott, November 6, 2001
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   • Scott
   • November 6, 2001

6. ADP /ACP testing for merged plans

   By Guest hyper, August 1, 2005
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   • Guest
   • August 1, 2005

7. SIMPLE 401(k)

   By Randy Watson, October 14, 2005
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   • Randy Watson
   • October 14, 2005

8. Looking for Seminar

   By IRA, February 9, 2007
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   • IRA
   • February 9, 2007

9. Contributions made to SEP-IRA and 401k-what is the Limit?

   By Bruddah Kimo, October 24, 2007
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   • Bruddah Kimo
   • October 24, 2007

10. new plan determination letter filing

    By Gary, April 9, 2010
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    • Gary
    • April 9, 2010

11. QACA Compensation

    By PLAN MAN, February 2, 2016   

    • qaca
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    • PLAN MAN
    • February 2, 2016

12. Safe Harbor Nonelective in Integrated Plan

    By Guest JL, May 26, 2000
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    • Guest
    • May 26, 2000

13. How to get your 401(k) plan changed

    By Guest Clifton Linton, April 3, 2001
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    • Guest
    • April 3, 2001

14. Defined Benefit RFP

    By Guest Mike Lanio, March 26, 2003
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    • Guest
    • March 26, 2003

15. HCE Transfer

    By rlb64, October 14, 2005
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    • rlb64
    • October 14, 2005

16. QPSA notice requirement satisfied via SPD?

    By Guest Pennysaver, March 21, 2011
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    • Guest
    • March 21, 2011

17. Have you ever requested/been granted a VCR pre-submission conferece?

    By Guest Joseph Delgado, March 13, 2001
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    • Guest
    • March 13, 2001

18. a question on marketing

    By Guest advisorpage, December 17, 2001
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    • Guest
    • December 17, 2001

19. Mid-year plan termination; pro rata adjustment to compensation limit n

    By Guest JasonElliott, January 9, 2002
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    • Guest
    • January 9, 2002

20. ER's Under Common Control / Inclusion and Exclusion of Owner Comp

    By Guest Robin S. Vatalaro, December 8, 2004
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    • 907 views
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    • Guest
    • December 8, 2004

21. QSLOB

    By Guest tintree73, November 16, 2006
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    • Guest
    • November 16, 2006

22. Davis Bacon testing concerns

    By pixmax, August 25, 2009
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    • pixmax
    • August 25, 2009

23. IRS Form 872-H - Is there a link to this Form?

    By rocknrolls2, February 27, 2017
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    • rocknrolls2
    • February 27, 2017

24. Cycle 3 IDP plan restatement issues with Corbel/FIS plan documents for 401kpsp plans

    By VeryOldMan, January 12, 2022
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    • VeryOldMan
    • January 12, 2022

25. 5310-A Question

    By Guest Phil L., April 25, 2001
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    • Guest
    • April 25, 2001

26. Negative Elections

    By Guest LaneWest, June 9, 2001
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    • Guest
    • June 9, 2001

27. Reimburse Participants?

    By Guest pmcgroine, August 14, 2001
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    • Guest
    • August 14, 2001

28. Partnership Snip-offs

    By Gilmore, July 2, 2003
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    • 971 views
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    • Gilmore
    • July 2, 2003

29. Sole prop wants to modify deferral election

    By Belgarath, October 14, 2005
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    • Belgarath
    • October 14, 2005

30. deduction limits for short taxable year

    By Guest ecleverdon, March 30, 2007
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    • Guest
    • March 30, 2007

31. failure to implement auto escalation

    By K2retire, April 18, 2018
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    • 785 views
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    • K2retire
    • April 18, 2018

32. Improper Salary Deferrals

    By Guest DaveB, June 18, 1999
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    • Guest
    • June 18, 1999

33. Department of Labor Wage and Hour Division FLSA Back Wages

    By jkharvey, July 10, 2023
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    • 395 views
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    • jkharvey
    • July 10, 2023

34. changing a vesting schedule

    By Guest JBarid, October 24, 2006
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    • 1.2k views
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    • Guest
    • October 24, 2006

35. Mergers and 401k Safe harbors

    By perkinsran, March 7, 2007
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    • 1k views
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    • perkinsran
    • March 7, 2007

36. Short Plan Year solution to reinstating Safe Harbor mid-year?

    By Guest Pennysaver, June 8, 2010
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    • Guest
    • June 8, 2010

37. ASPPA Virtual Conference / ERPA CE Credit

    By austin3515, April 29, 2015
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    • 989 views
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    • austin3515
    • April 29, 2015

38. Compliance calendar for 6/30 year ends

    By ESI2015, November 13, 2018
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    • 297 views
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    • ESI2015
    • November 13, 2018

39. Amended Tax Return

    By Guest J Samuelson, June 18, 1999
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    • Guest
    • June 18, 1999

40. Terminated Participant Loans

    By Guest Tim Breedlove, August 18, 2000
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    • Guest
    • August 18, 2000

41. Cpntrolled group for only part of plan year

    By Guest LMalone, June 10, 2001
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    • Guest
    • June 10, 2001

42. LLC Owner and 125/401K

    By Guest Pfingst, October 17, 2001
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    • Guest
    • October 17, 2001

43. KSOP and Corporate Spinoff

    By Scott, August 19, 2004
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    • Scott
    • August 19, 2004

44. Non-calendar year plan issues

    By smm, August 3, 2006
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    • smm
    • August 3, 2006

45. Last day requirement

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

46. Fiduciary Liability Master Class

    By Guest kristiena, September 9, 2002
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    • Guest
    • September 9, 2002

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

    By JanetM, March 7, 2003
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    • JanetM
    • March 7, 2003

48. 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

49. RAP - "Adopted or Effective

    By austin3515, January 23, 2011
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    • austin3515
    • January 23, 2011

50. Auto EE deferral increase w/o Auto Enrollment

    By Guest glhotdog, February 24, 2011
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    • Guest
    • February 24, 2011