401(k) Plans

19,275 topics in this forum

1. Irrevocable Waiver

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

2. Safe Harbor Nonelective with additional Employer Profit Sharing

   By PMC, February 6, 2008
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   • PMC
   • February 6, 2008

3. 401k with grandfathered contribution

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

4. grandfather date

   By gregburst, December 18, 2012
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   • gregburst
   • December 18, 2012

5. Long term Disabilty

   By Dave401k, January 22, 2024
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   • Dave401k
   • January 22, 2024

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

   By MBCarey, November 17, 2006
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   • MBCarey
   • November 17, 2006

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

   By R. Butler, November 7, 2012
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   • R. Butler
   • November 7, 2012

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

   By Guest reesbe, June 29, 1999
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   • Guest
   • June 29, 1999

9. Incorrect treatment of elective deferrals

   By jkharvey, July 4, 2001
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   • jkharvey
   • July 4, 2001

10. ADP failure refunds

    By Guest sritts, March 3, 2004
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    • Guest
    • March 3, 2004

11. 401k safe harbor survey

    By Santo Gold, July 8, 2005
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    • Santo Gold
    • July 8, 2005

12. thrift plan withdrawal

    By LIBERTYKID, January 18, 2007
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    • LIBERTYKID
    • January 18, 2007

13. Determining catch up contributions in fiscal year plans

    By Guest Diane DuFresne, November 22, 2013
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    • Guest
    • November 22, 2013

14. Does a 401(h) plan no longer contributed to and is funded thru pensi

    By Guest reesbe, June 29, 1999
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    • Guest
    • June 29, 1999

15. Contributions in excess of those in the safe harbor notice that was di

    By Richard Anderson, February 3, 2001
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    • Richard Anderson
    • February 3, 2001

16. Controlled group & successor plan

    By Trekker, September 1, 2006
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    • Trekker
    • September 1, 2006

17. TPA's For Sale

    By Guest Tom McNeill, February 12, 2007
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    • Guest
    • February 12, 2007

18. USERRA

    By Guest djn, August 30, 2007
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    • Guest
    • August 30, 2007

19. statutory exclusion and elapsed time

    By cpc0506, December 18, 2012
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    • cpc0506
    • December 18, 2012

20. Partner Opts Out of Profit Sharing Piece?

    By Guest D_NITSCHE, January 25, 1999
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    • Guest
    • January 25, 1999

21. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
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    • Guest
    • October 17, 2001

22. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
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    • 929 views
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    • Gary Lesser
    • October 20, 2008

23. Plan Termination

    By Alex Daisy, July 31, 2009
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    • Alex Daisy
    • July 31, 2009

24. Calendar year plan with fiscal year PS allocation

    By Guest justatester2, April 4, 2012
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    • 826 views
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    • Guest
    • April 4, 2012

25. Non-Spouse Beneficiary

    By Guest A_Dude, June 16, 2014
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    • Guest
    • June 16, 2014

26. Sample 404a5 Notice with Employer Securities

    By austin3515, May 2, 2019
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    • 610 views
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    • austin3515
    • May 2, 2019

27. Definition of Compensation | Medical Loss Ratio (MLR) Rebates

    By DCqanda, May 14, 2021
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    • 469 views
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    • DCqanda
    • May 14, 2021

28. Charges to Participants' Accounts

    By Scott, July 1, 1999
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    • 1.4k views
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    • Scott
    • July 1, 1999

29. New owner continue plan of bankrupt co.?

    By John A, July 25, 2001
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    • 1.3k views
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    • John A
    • July 25, 2001

30. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
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    • 1.1k views
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    • EGB
    • June 11, 2003

31. penaly tax for late 401K deposits

    By Guest ANITAO, June 6, 2000
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    • Guest
    • June 6, 2000

32. Multiple employer plan

    By Guest cosmo01, July 7, 2003
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    • Guest
    • July 7, 2003

33. PPA Quarterly Statement Requirement

    By Guest padmin, October 25, 2006
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    • Guest
    • October 25, 2006

34. Roth IRA and QP in same year

    By K-t-F, November 17, 2006
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    • K-t-F
    • November 17, 2006

35. How to Handle a Sale Mid-Year?

    By justatester, October 10, 2013
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    • 994 views
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    • justatester
    • October 10, 2013

36. How to correct deposit of after tax dollars as deferrals?

    By Guest SSCARO, February 4, 2001
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    • Guest
    • February 4, 2001

37. excludable employees and the adp test

    By Guest dubya, November 29, 2001
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    • Guest
    • November 29, 2001

38. Extra Loan Payments

    By Guest RMPension, June 9, 2005
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    • Guest
    • June 9, 2005

39. Does the new Form 5500 schedule Q have to be 410-b compliant?

    By Guest Jim Deb, January 27, 1999
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    • Guest
    • January 27, 1999

40. Are successor plan rules different for stock deals and corporate merge

    By KJohnson, July 2, 1999
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    • KJohnson
    • July 2, 1999

41. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
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    • Guest
    • February 21, 2000

42. Controlled Group Spreadsheet

    By aleallie, March 29
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    • 438 views
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    • aleallie
    • March 29

43. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
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    • Guest
    • June 12, 2001

44. 404 deduction limits with a LLP

    By Guest andylarson, September 4, 2003
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    • Guest
    • September 4, 2003

45. deferrals not stopped after hardship

    By wsp, February 17, 2004
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    • wsp
    • February 17, 2004

46. Cross Tested plan with Prevailing Wage

    By Guest noans, April 4, 2012
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    • Guest
    • April 4, 2012

47. Reimbursement of plan expenses

    By Guest cascigm, February 21, 2000
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    • Guest
    • February 21, 2000

48. Plan sponsor cannot be located - now what?

    By John A, September 26, 2001
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    • John A
    • September 26, 2001

49. A 401k vs Roth IRA scenario?

    By Guest smsnead1, November 24, 2002
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    • Guest
    • November 24, 2002

50. Wickersham's Replacement

    By Guest PensionGuru, May 24, 2003
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    • 963 views
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    • Guest
    • May 24, 2003