401(k) Plans

19,336 topics in this forum

1. 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

2. Mergers and 401k Safe harbors

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

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

   By Guest Pennysaver, June 8, 2010
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   • 1.1k views
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   • Guest
   • June 8, 2010

4. ASPPA Virtual Conference / ERPA CE Credit

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

5. Compliance calendar for 6/30 year ends

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

6. Amended Tax Return

   By Guest J Samuelson, June 18, 1999
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   • 1.5k views
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   • Guest
   • June 18, 1999

7. Terminated Participant Loans

   By Guest Tim Breedlove, August 18, 2000
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   • 2k views
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   • Guest
   • August 18, 2000

8. Cpntrolled group for only part of plan year

   By Guest LMalone, June 10, 2001
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   • 1.3k views
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   • Guest
   • June 10, 2001

9. LLC Owner and 125/401K

   By Guest Pfingst, October 17, 2001
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   • 1.7k views
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   • Guest
   • October 17, 2001

10. KSOP and Corporate Spinoff

    By Scott, August 19, 2004
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    • 1.9k views
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    • Scott
    • August 19, 2004

11. 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

12. Last day requirement

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

13. Fiduciary Liability Master Class

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

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

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

15. Amend to remove EACA mid year?

    By Jean, April 30, 2009
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    • 2.4k views
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    • Jean
    • April 30, 2009

16. RAP - "Adopted or Effective

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

17. 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

18. 401K Plans -- Prohibited Transactions

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

19. 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

20. 5500 Schedule C Question

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

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

    By Guest Iwonder, January 6, 2006
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    • 1.2k views
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    • Guest
    • January 6, 2006

22. 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

23. Non-Electing Church 401(k) Testing

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

24. Two different matching Formulas

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

25. EACA and Auto Escalation

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

26. Employer ability to change discretionary match

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

27. Way too long for Withdrawal Check?

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

28. VCP sample participant communication

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

29. SHNE - Eligible Participants

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

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

    By Peter Gulia, November 10, 2014   

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

31. starting a 2017 safe harbor - missed deadline

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

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

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

33. QSLP Matching Contribution Frequency

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

34. 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

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

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

36. Suspension of Accrual to pass 410

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

37. Defined Contribution Plan

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

38. Safe Harbor Plan Termination Short Plan Year

    By Guest SRH, February 5, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • February 5, 2008

39. 2008 402(g) Refund

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

40. 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

41. undoing a plan termination

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

42. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
    • 0 replies
    • 1k views
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    • Guest
    • July 8, 2002

43. 401(k): Are you planning on matching employee contributions this year?

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

44. 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

45. 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

46. document amendments not signed

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

47. 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

48. foreign language assistance

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

49. 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

50. 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