401(k) Plans

19,275 topics in this forum

1. Same desk rule help requested

   By Guest boberlander, April 27, 2001
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   • Guest
   • April 27, 2001

2. Gust 59 1/2

   By Guest hitt24, July 9, 2002
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   • July 9, 2002

3. Leveraged Stock transfer to new plan

   By Guest andmik, February 20, 2003
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   • Guest
   • February 20, 2003

4. Notice Requirement Prior to Retirement

   By Guest blackacre, March 10, 2003
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   • Guest
   • March 10, 2003

5. What would you do if .......?

   By GBurns, October 20, 2003
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   • GBurns
   • October 20, 2003

6. Union Employee's

   By Guest KD40, August 23, 2004
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   • Guest
   • August 23, 2004

7. ADP test in the year of acquisition

   By Guest MikeD, August 30, 2005
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   • Guest
   • August 30, 2005

8. Client with more than 1 union plan ADP testing

   By Guest anne1, March 3, 2006
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   • Guest
   • March 3, 2006

9. QDIA's

   By austin3515, September 24, 2009
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   • austin3515
   • September 24, 2009

10. Non-discrimination testing for partial year

    By jukeboy56, September 26, 2011
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    • jukeboy56
    • September 26, 2011

11. Separating a Multiple-Employer Plan...With a Twist

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
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    • Gadgetfreak
    • March 11, 2014

12. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB, May 24, 2016
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    • RRB
    • May 24, 2016

13. Target Date Funds -- DOL Guidance

    By Guest Ms. Kate, May 13, 2010
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    • Guest
    • May 13, 2010

14. ADP and ACP Testing

    By JRN, October 27, 2010
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    • 879 views
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    • JRN
    • October 27, 2010

15. Unallocated account upon plan termination

    By 7806akp, April 20, 2011
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    • 7806akp
    • April 20, 2011

16. Roll "IN" to plan of death benefit 401(k) balance

    By pmacduff, April 26, 2004
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    • pmacduff
    • April 26, 2004

17. 401 fees and Lawsuits

    By Guest BobParks, August 26, 1998
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    • Guest
    • August 26, 1998

18. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020, January 25, 2024
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    • 306 views
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    • Pensions2020
    • January 25, 2024

19. Coverage and a SH Match Plan

    By justatester, September 23, 2024
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    • 232 views
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    • justatester
    • September 23, 2024

20. ASPA Journal numbers don't make sense to me

    By Guest Boilerburm, December 13, 2002
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    • Guest
    • December 13, 2002

21. k-1 Compensation and Deferrals

    By Guest Max Power, December 17, 2003
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    • Guest
    • December 17, 2003

22. Eligibility issues when going from a SEP to a 401k

    By Guest dubya, June 16, 2004
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    • 896 views
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    • Guest
    • June 16, 2004

23. Safe Harbor Plans

    By Guest zora, September 27, 2006
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    • Guest
    • September 27, 2006

24. Company Stock Diversification

    By Guest Kristen B, April 3, 2007
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    • Guest
    • April 3, 2007

25. Prohibited Transactions/Parties in Interest

    By MBCarey, October 1, 2007
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    • MBCarey
    • October 1, 2007

26. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
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    • Archimage
    • January 4, 2008

27. General Test for Fiscal Year Contribution in Calendar Year Plan

    By Guest kmp52001, April 5, 2012
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    • 898 views
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    • Guest
    • April 5, 2012

28. Missed Enrollment of Rehired Participant in SH401k

    By cheersmate, October 21, 2015   

    • 401k safe harbor
    • eligibility correction
    • (and 1 more)

      Tagged with:

      • 401k safe harbor
      • eligibility correction
      • corrective contribution
    • 0 replies
    • 928 views
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    • cheersmate
    • October 21, 2015

29. Multiple Use After SBJPA

    By Alonzo, August 26, 1998
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    • Alonzo
    • August 26, 1998

30. New to QACAs

    By thepensionmaven, June 6, 2022
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    • 288 views
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    • thepensionmaven
    • June 6, 2022

31. Same Desk Rule

    By Guest pep, July 12, 1999
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    • 1.4k views
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    • Guest
    • July 12, 1999

32. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
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    • 1.3k views
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    • EGB
    • July 26, 2001

33. Fidelity Bond (ERISA 412)

    By lkpittman, May 30, 2002
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    • lkpittman
    • May 30, 2002

34. Into the PEO

    By Guest Mike Schwing, February 3, 2003
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    • Guest
    • February 3, 2003

35. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
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    • John Feldt ERPA CPC QPA
    • February 7, 2008

36. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
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    • SRP
    • January 7, 2009

37. Comp paid in current year for prior years work

    By CJS07, July 7, 2010
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    • 851 views
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    • CJS07
    • July 7, 2010

38. Mid-year amendment to vesting provisions in QACA

    By Belgarath, March 28, 2022
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    • 278 views
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    • Belgarath
    • March 28, 2022

39. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
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    • JanetM
    • September 26, 2001

40. DC Plan Fees and SPD disclosure

    By alexa, May 9, 2002
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    • alexa
    • May 9, 2002

41. Who can pay plan fees?

    By Guest MES, January 23, 2003
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    • Guest
    • January 23, 2003

42. Deferrals supposed to be suspended for 12 months after hardship distribution but 4 months after the distribution he starts deferring again; trouble?

    By Guest MNR, September 26, 2003
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    • Guest
    • September 26, 2003

43. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
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    • Guest
    • November 20, 2006

44. SARSEP has failed ADP for 2010

    By Guest sugar daddy, February 28, 2011
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    • 880 views
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    • Guest
    • February 28, 2011

45. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
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    • 30Rock
    • April 20, 2011

46. Terminated plan with staledated checks

    By DDB BN, February 5, 2020
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    • 418 views
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    • DDB BN
    • February 5, 2020

47. Excess Distributions

    By Guest Thornton, February 5, 1999
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    • Guest
    • February 5, 1999

48. Blackout Period Notice Requirement Effective Date

    By John A, September 11, 2002
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    • 1.2k views
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    • John A
    • September 11, 2002

49. Potential pitfalls in opening 401k and freezing 403b

    By Guest kbett, April 3, 2007
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    • Guest
    • April 3, 2007

50. Statement Due dates

    By Dazednconfused, August 3, 2009
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    • 862 views
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    • Dazednconfused
    • August 3, 2009