401(k) Plans

19,317 topics in this forum

1. Re-hire Question

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

2. Davis-Bacon

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

3. Plain English coverage explanation

   By Guest TrustMe401k, June 2, 2000
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   • Guest
   • June 2, 2000

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

   By buckaroo, November 26, 2003
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   • 1.4k views
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   • buckaroo
   • November 26, 2003

5. Spanish Distribution Forms?

   By austin3515, January 25, 2011
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   • austin3515
   • January 25, 2011

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

   By QNPG, February 25, 2011
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   • QNPG
   • February 25, 2011

7. Prevailing Wage - HCE Exclusion

   By kevind2010, March 22, 2011
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   • kevind2010
   • March 22, 2011

8. QNEC for new NHCE

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

9. 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

10. 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

11. 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

12. 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

13. 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

14. Post-Tax vs. Pre-Tax

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

15. 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

16. 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

17. 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

18. From DB to SH 401k Plan

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

19. multiple employer plan and form 5558

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

20. 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

21. Transfer to UK

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

22. Safe harbor wait and see approach with coverage issue

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

23. Plan loan

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

24. Plan adminstrators

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

25. 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

26. 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

27. 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

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

    By jkharvey, March 2, 2004
    • 0 replies
    • 960 views
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    • jkharvey
    • March 2, 2004

29. special coverage rules

    By Guest JBeck, June 15, 2004
    • 0 replies
    • 943 views
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    • Guest
    • June 15, 2004

30. Declaration of Trust for Coll Inv Fund

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

31. FAS 157

    By Guest CRM, June 2, 2009
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    • 1.2k views
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    • Guest
    • June 2, 2009

32. Safe Harbor Hardship and Compensation

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

33. 401K Loan to Charity

    By Guest John P., November 7, 2012
    • 0 replies
    • 967 views
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    • Guest
    • November 7, 2012

34. 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
    • 360 views
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    • cheersmate
    • March 10, 2019

35. Excluded Employers of a 401(k) Plan

    By Guest RS Vatalaro, June 29, 1999
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    • Guest
    • June 29, 1999

36. Letter from State 401k Funds Unclaimed

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

37. New VFCP Program - Poll on Anticipated Use

    By austin3515, March 27, 2025
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    • 579 views
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    • austin3515
    • March 27, 2025

38. 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

39. Break in Service - Rehire

    By TH 401k, November 18, 2025
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    • 4.6k views
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    • TH 401k
    • November 18, 2025

40. Asset Chagre By plan size

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

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

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

42. Does worker on "Layoff" enter plan?

    By Guest Dash02, December 9, 2005
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    • Guest
    • December 9, 2005

43. Irrevocable Waiver

    By Guest Mike Schwing, November 27, 2007
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    • Guest
    • November 27, 2007

44. Safe Harbor Nonelective with additional Employer Profit Sharing

    By PMC, February 6, 2008
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    • 1.4k views
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    • PMC
    • February 6, 2008

45. 401k with grandfathered contribution

    By 30Rock, April 19, 2011
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    • 30Rock
    • April 19, 2011

46. grandfather date

    By gregburst, December 18, 2012
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    • 1k views
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    • gregburst
    • December 18, 2012

47. Long term Disabilty

    By Dave401k, January 22, 2024
    • 0 replies
    • 361 views
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    • Dave401k
    • January 22, 2024

48. Rolling from Simple 401(k) Plan to regular 401(k) Plan

    By MBCarey, November 17, 2006
    • 0 replies
    • 1k views
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    • MBCarey
    • November 17, 2006

49. One-to-one ADP correction & top heavy

    By R. Butler, November 7, 2012
    • 0 replies
    • 912 views
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    • R. Butler
    • November 7, 2012

50. Is a 401 k plan "self-directed" if plan has 50 mutual funds

    By Guest reesbe, June 29, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • June 29, 1999