401(k) Plans

19,317 topics in this forum

1. Incorrect treatment of elective deferrals

   By jkharvey, July 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • jkharvey
   • July 4, 2001

2. ADP failure refunds

   By Guest sritts, March 3, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 3, 2004

3. 401k safe harbor survey

   By Santo Gold, July 8, 2005
   • 0 replies
   • 1.3k views
   • 
   • Santo Gold
   • July 8, 2005

4. thrift plan withdrawal

   By LIBERTYKID, January 18, 2007
   • 0 replies
   • 1.1k views
   • 
   • LIBERTYKID
   • January 18, 2007

5. Determining catch up contributions in fiscal year plans

   By Guest Diane DuFresne, November 22, 2013
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 22, 2013

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

   By Guest reesbe, June 29, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 29, 1999

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

   By Richard Anderson, February 3, 2001
   • 0 replies
   • 1.5k views
   • 
   • Richard Anderson
   • February 3, 2001

8. Controlled group & successor plan

   By Trekker, September 1, 2006
   • 0 replies
   • 1.4k views
   • 
   • Trekker
   • September 1, 2006

9. TPA's For Sale

   By Guest Tom McNeill, February 12, 2007
   • 0 replies
   • 3k views
   • 
   • Guest
   • February 12, 2007

10. USERRA

    By Guest djn, August 30, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2007

11. statutory exclusion and elapsed time

    By cpc0506, December 18, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • December 18, 2012

12. Partner Opts Out of Profit Sharing Piece?

    By Guest D_NITSCHE, January 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

13. Thrift Savings Plan Rollover

    By Guest MEGary, October 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 17, 2001

14. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 0 replies
    • 941 views
    • 
    • Gary Lesser
    • October 20, 2008

15. Plan Termination

    By Alex Daisy, July 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • July 31, 2009

16. Calendar year plan with fiscal year PS allocation

    By Guest justatester2, April 4, 2012
    • 0 replies
    • 835 views
    • 
    • Guest
    • April 4, 2012

17. Non-Spouse Beneficiary

    By Guest A_Dude, June 16, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 16, 2014

18. Sample 404a5 Notice with Employer Securities

    By austin3515, May 2, 2019
    • 0 replies
    • 622 views
    • 
    • austin3515
    • May 2, 2019

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

    By DCqanda, May 14, 2021
    • 0 replies
    • 496 views
    • 
    • DCqanda
    • May 14, 2021

20. Charges to Participants' Accounts

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

21. New owner continue plan of bankrupt co.?

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

22. tax consequences of earnout paid to qualified plan

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

23. penaly tax for late 401K deposits

    By Guest ANITAO, June 6, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2000

24. Multiple employer plan

    By Guest cosmo01, July 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 7, 2003

25. PPA Quarterly Statement Requirement

    By Guest padmin, October 25, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 25, 2006

26. Roth IRA and QP in same year

    By K-t-F, November 17, 2006
    • 0 replies
    • 1.1k views
    • 
    • K-t-F
    • November 17, 2006

27. How to Handle a Sale Mid-Year?

    By justatester, October 10, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • October 10, 2013

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

    By Guest SSCARO, February 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2001

29. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2001

30. Extra Loan Payments

    By Guest RMPension, June 9, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2005

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

    By Guest Jim Deb, January 27, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 27, 1999

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

    By KJohnson, July 2, 1999
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • July 2, 1999

33. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

34. Controlled Group Spreadsheet

    By aleallie, March 29, 2025
    • 0 replies
    • 473 views
    • 
    • aleallie
    • March 29, 2025

35. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2001

36. 404 deduction limits with a LLP

    By Guest andylarson, September 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 4, 2003

37. deferrals not stopped after hardship

    By wsp, February 17, 2004
    • 0 replies
    • 1.5k views
    • 
    • wsp
    • February 17, 2004

38. Cross Tested plan with Prevailing Wage

    By Guest noans, April 4, 2012
    • 0 replies
    • 975 views
    • 
    • Guest
    • April 4, 2012

39. Reimbursement of plan expenses

    By Guest cascigm, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

40. Plan sponsor cannot be located - now what?

    By John A, September 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 26, 2001

41. A 401k vs Roth IRA scenario?

    By Guest smsnead1, November 24, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 24, 2002

42. Wickersham's Replacement

    By Guest PensionGuru, May 24, 2003
    • 0 replies
    • 972 views
    • 
    • Guest
    • May 24, 2003

43. Final regs - automatic enrollment

    By Tom Poje, February 23, 2009
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • February 23, 2009

44. HCEs in Stock Acquistion

    By justatester, August 27, 2009
    • 0 replies
    • 892 views
    • 
    • justatester
    • August 27, 2009

45. Historical corrections for 5500's & late 401k

    By TPApril, April 24, 2017
    • 0 replies
    • 390 views
    • 
    • TPApril
    • April 24, 2017

46. Wrong Information in Safe Harbor Notice

    By PMC, February 22, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • February 22, 2001

47. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

    By Guest GMedley, February 13, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

48. Investment in Closely Held ER stock

    By Guest KoreAmBear, December 10, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2005

49. 401k and roth ira?

    By Guest rdoc, February 7, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2006

50. Asset Transfer

    By Randy Watson, November 18, 2009
    • 0 replies
    • 892 views
    • 
    • Randy Watson
    • November 18, 2009