401(k) Plans

19,275 topics in this forum

1. pre-ERISA money purchase pension plan with 401(k) features

   By Theresa Lynn, December 8, 2004
   • 0 replies
   • 2k views
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   • Theresa Lynn
   • December 8, 2004

2. Can a company from US Territories adopt a plan from here?

   By Rai401k, June 8, 2005
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   • Rai401k
   • June 8, 2005

3. Roth 401(k) and Roth IRA

   By Guest kdwalls1, August 2, 2005
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   • Guest
   • August 2, 2005

4. Money purchase QNECs?

   By Guest qualified plan, October 16, 2005
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   • Guest
   • October 16, 2005

5. How is the match on excess deferrals treated?

   By Guest Pat Metallic, June 2, 2000
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   • Guest
   • June 2, 2000

6. allocated contracts

   By Guest twalters, July 3, 2001
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   • 2k views
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   • Guest
   • July 3, 2001

7. New Rollovers: IRA, 403(b) etc.

   By Guest Sehrl, December 18, 2001
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   • Guest
   • December 18, 2001

8. 401(k) funding deadline for partners/self-employed?

   By Guest squid23, March 28, 2006
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   • 1.5k views
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   • Guest
   • March 28, 2006

9. Re-hire Question

   By Oh so SIMPLE, January 3, 2008
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   • 1.2k views
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   • Oh so SIMPLE
   • January 3, 2008

10. Davis-Bacon

    By Guest JLHKD, July 30, 2009
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    • 994 views
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    • Guest
    • July 30, 2009

11. Plain English coverage explanation

    By Guest TrustMe401k, June 2, 2000
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    • 1.3k views
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    • Guest
    • June 2, 2000

12. Correction of late 401(k) deposits after the VFC program

    By buckaroo, November 26, 2003
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    • 1.3k views
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    • buckaroo
    • November 26, 2003

13. Spanish Distribution Forms?

    By austin3515, January 25, 2011
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    • 1.1k views
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    • austin3515
    • January 25, 2011

14. Cash Balance/401(k) Plan Offset Arrangements

    By QNPG, February 25, 2011
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    • 1.1k views
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    • QNPG
    • February 25, 2011

15. Prevailing Wage - HCE Exclusion

    By kevind2010, March 22, 2011
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    • 1.3k views
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    • kevind2010
    • March 22, 2011

16. QNEC for new NHCE

    By jmartin, October 28, 2011
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    • 860 views
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    • jmartin
    • October 28, 2011

17. Initial short year due to SIMPLE-IRA plan

    By Belgarath, December 8, 2015
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    • 1.1k views
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    • Belgarath
    • December 8, 2015

18. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
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    • 1.6k views
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    • Jean
    • February 17, 2000

19. Hardship Questions - 1) if too little paid initially 2) include deferr

    By John A, June 2, 2000
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    • 1.3k views
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    • John A
    • June 2, 2000

20. deferring unused medical FSA to a 401(k)

    By Guest MES, January 9, 2002
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    • 1.3k views
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    • Guest
    • January 9, 2002

21. One-Time Opt Out by HCE Applies to Match/PS Contribution Only??

    By Christine Roberts, March 14, 2002
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    • 1.3k views
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    • Christine Roberts
    • March 14, 2002

22. Post-Tax vs. Pre-Tax

    By Guest Rosemary Raymer, September 30, 2002
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    • Guest
    • September 30, 2002

23. Compensation of employees of affiliated service groups after terminati

    By billfgrady, January 31, 2003
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    • 1.2k views
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    • billfgrady
    • January 31, 2003

24. 401(k) Amendments on Account of Final Regs.

    By chris, October 17, 2005
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    • 1.2k views
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    • chris
    • October 17, 2005

25. Amended Prototype: When to file for determination letter?

    By Scott, January 17, 2007
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    • 1.3k views
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    • Scott
    • January 17, 2007

26. From DB to SH 401k Plan

    By DP, May 30, 2007
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    • 916 views
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    • DP
    • May 30, 2007

27. multiple employer plan and form 5558

    By cpc0506, October 8, 2013
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    • 841 views
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    • cpc0506
    • October 8, 2013

28. PPA and reporting updated vesting

    By Guest M. Martin, January 17, 2007
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    • 1.1k views
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    • Guest
    • January 17, 2007

29. Transfer to UK

    By four01kman, January 19, 2010
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    • 988 views
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    • four01kman
    • January 19, 2010

30. Safe harbor wait and see approach with coverage issue

    By Guest matt2800, October 26, 2010
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    • 854 views
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    • Guest
    • October 26, 2010

31. Plan loan

    By BW, October 14, 2019
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    • 603 views
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    • BW
    • October 14, 2019

32. Plan adminstrators

    By Guest halencourt, September 4, 2001
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    • 1.3k views
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    • Guest
    • September 4, 2001

33. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
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    • 1.8k views
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    • Jim Chad
    • September 25, 2001

34. Safe Harbor Contribution for 1st Year - Compensation Used

    By Guest KMP, July 8, 2002
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    • 1.2k views
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    • Guest
    • July 8, 2002

35. Davis-Bacon 401(k)

    By Guest merlin, November 6, 2002
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    • 1.4k views
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    • Guest
    • November 6, 2002

36. Revisiting the definition of compensation for 3% safe harbor

    By jkharvey, March 2, 2004
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    • 950 views
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    • jkharvey
    • March 2, 2004

37. special coverage rules

    By Guest JBeck, June 15, 2004
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    • 933 views
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    • Guest
    • June 15, 2004

38. Declaration of Trust for Coll Inv Fund

    By Guest expertnovice, May 30, 2007
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    • 913 views
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    • Guest
    • May 30, 2007

39. FAS 157

    By Guest CRM, June 2, 2009
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    • Guest
    • June 2, 2009

40. Safe Harbor Hardship and Compensation

    By Below Ground, May 12, 2010
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    • 988 views
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    • Below Ground
    • May 12, 2010

41. 401K Loan to Charity

    By Guest John P., November 7, 2012
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    • 952 views
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    • Guest
    • November 7, 2012

42. 6/30 FISCAL YR, HAD SIMPLE WANTS SH401K

    By cheersmate, March 10, 2019   

    • simple plan
    • 401k plan
    • (and 1 more)

      Tagged with:

      • simple plan
      • 401k plan
      • overlapping plans deduction considerations
    • 0 replies
    • 342 views
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    • cheersmate
    • March 10, 2019

43. Excluded Employers of a 401(k) Plan

    By Guest RS Vatalaro, June 29, 1999
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    • 1.6k views
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    • Guest
    • June 29, 1999

44. Letter from State 401k Funds Unclaimed

    By James56, April 30, 2023
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    • 389 views
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    • James56
    • April 30, 2023

45. New VFCP Program - Poll on Anticipated Use

    By austin3515, March 27
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    • 555 views
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    • austin3515
    • March 27

46. Sale of Substantially All the Assets Used in a Trade or Business - Def

    By Guest Gibson, December 21, 2000
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    • Guest
    • December 21, 2000

47. Break in Service - Rehire

    By TH 401k, Tuesday at 05:20 PM
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    • 104 views
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    • TH 401k
    • Tuesday at 05:20 PM

48. Asset Chagre By plan size

    By Guest jhilliard, June 11, 2003
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    • 929 views
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    • Guest
    • June 11, 2003

49. Filing Form 5330 with Different Fiscal Year than Calendar Year

    By Guest nickyj8, June 15, 2004
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    • Guest
    • June 15, 2004

50. Does worker on "Layoff" enter plan?

    By Guest Dash02, December 9, 2005
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    • 1.2k views
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    • Guest
    • December 9, 2005