401(k) Plans

19,275 topics in this forum

1. Safe Harbor and Multiple employers

   By Guest cbcadmin, January 10, 2002
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   • 1.2k views
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   • Guest
   • January 10, 2002

2. Does stock held in a trust count toward HCE status for ADP testing pur

   By Guest MAWalsh, March 15, 2002
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   • Guest
   • March 15, 2002

3. 1099 and loan default

   By Guest andmik, May 9, 2002
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   • 1.4k views
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   • Guest
   • May 9, 2002

4. EGTRRA and Comp Limit

   By Guest CRC02, May 6, 2003
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   • 956 views
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   • Guest
   • May 6, 2003

5. 415 Violation/Refunds

   By Guest padmin, January 13, 2004
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   • Guest
   • January 13, 2004

6. Conrolled Group - Excluded MemberPlan design – 12/31 PYE, DF & MT (no hours or EOY requirements), 21 & l YOS, enter semiannually.

   By blue, September 6, 2006
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   • 1k views
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   • blue
   • September 6, 2006

7. EFAST status check

   By PainPA, August 5, 2010
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   • 1.2k views
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   • PainPA
   • August 5, 2010

8. Cash buyout of Life Ins included as compensation?

   By kmhaab, January 19, 2017
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   • 345 views
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   • kmhaab
   • January 19, 2017

9. Employer contribution trends in 401K plans

   By Guest jpr9954, July 17, 1999
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   • 1.7k views
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   • Guest
   • July 17, 1999

10. Late contribution of deferrals

    By Alan Simpson, February 29, 2000
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    • 1.5k views
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    • Alan Simpson
    • February 29, 2000

11. 170(b)1(A) organizations

    By Guest CSTS, October 21, 2009
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    • 964 views
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    • Guest
    • October 21, 2009

12. Double Deductibility = "flip-flop" ??

    By Guest, June 22, 2000
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    • 1.4k views
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    • Guest
    • June 22, 2000

13. Amending out of EACA

    By K2retire, December 21, 2009
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    • 1.3k views
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    • K2retire
    • December 21, 2009

14. 401k/PS plan - unused sick leave contribution

    By t.haley, January 20, 2015
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    • 1.3k views
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    • t.haley
    • January 20, 2015

15. Missed Catch Up Contribution - Rev Proc 2015-28

    By 52626, October 22, 2015
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    • 1.1k views
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    • 52626
    • October 22, 2015

16. match increase amendment (non s/h plan)

    By TPApril, February 3
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    • 376 views
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    • TPApril
    • February 3

17. Qpam - 84-14

    By fidu, February 15, 2002
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    • 1.7k views
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    • fidu
    • February 15, 2002

18. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

    By Guest kpneward, March 4, 2004
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    • 1k views
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    • Guest
    • March 4, 2004

19. Hardship / counterproductive actions

    By austin3515, August 4, 2009
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    • 1k views
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    • austin3515
    • August 4, 2009

20. Salary Deferral never Deposited

    By rblum50, May 13, 2011
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    • 1k views
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    • rblum50
    • May 13, 2011

21. old DC-1 and DC-2 books for sale?

    By justanotheradmin, March 31, 2016
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    • 771 views
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    • justanotheradmin
    • March 31, 2016

22. Removing automatic enrollment from a plan

    By 30Rock, April 27, 2018
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    • 985 views
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    • 30Rock
    • April 27, 2018

23. Defaulted Participant Loans - No 1099 Given; Prohibited Transaction?

    By Guest Chaffee, December 17, 2003
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    • 1.1k views
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    • Guest
    • December 17, 2003

24. Safe Harbor Match Reinstated

    By Logan401, February 19, 2010
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    • 1.1k views
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    • Logan401
    • February 19, 2010

25. PTIN Requirements / Form 5330

    By Guest richez, December 14, 2011
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    • Guest
    • December 14, 2011

26. 401k complianc

    By Guest PAUL MERLINO, July 20, 1999
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    • 1.5k views
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    • Guest
    • July 20, 1999

27. Common company ownership, different pyes-combine plans for testing?

    By Guest TAshley, March 15, 2001
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    • 1.3k views
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    • Guest
    • March 15, 2001

28. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
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    • 1.3k views
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    • Guest
    • October 19, 2001

29. Excess Contributions and Earnings on Related Match Forfeiture

    By Guest Kimberly Flett, November 30, 2001
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    • 2.1k views
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    • Guest
    • November 30, 2001

30. 401(k) eligiblity

    By cdavis25, March 15, 2002
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    • 1.1k views
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    • cdavis25
    • March 15, 2002

31. sample letter?

    By PensionNewbee, April 27, 2004
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    • 1.3k views
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    • PensionNewbee
    • April 27, 2004

32. Multiple Employer 401(k) Plans

    By Guest Jim K, May 2, 2007
    • 0 replies
    • 960 views
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    • Guest
    • May 2, 2007

33. IRS Audit with combined statement of PS and MPP

    By Jim Chad, November 30, 2007
    • 0 replies
    • 1k views
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    • Jim Chad
    • November 30, 2007

34. Contribution Classification

    By Guest Powers, August 17, 2012
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    • 787 views
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    • Guest
    • August 17, 2012

35. Control Group to Multiple ER plan

    By doombuggy, May 8, 2019   

    • control groups
    • multiple employer plan
    • 0 replies
    • 333 views
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    • doombuggy
    • May 8, 2019

36. What happens to forfeitures from (hanging, orphan, related, "attr

    By John A, December 27, 2000
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    • 1.4k views
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    • John A
    • December 27, 2000

37. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
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    • 1.2k views
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    • Guest
    • August 17, 2001

38. Initial Deferral Period in SIMPLE-401(k) Plan

    By Guest Grumpy455, September 28, 2005
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    • 1k views
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    • Guest
    • September 28, 2005

39. Auto enrollment withdrawals

    By Dazednconfused, August 31, 2009
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    • 1.1k views
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    • Dazednconfused
    • August 31, 2009

40. 401(k) adn SEP IRA

    By justatester, November 19, 2009
    • 0 replies
    • 765 views
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    • justatester
    • November 19, 2009

41. Different Vesting and Benefits Rights & Features Testing

    By RRB, July 25, 2011
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    • 1.6k views
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    • RRB
    • July 25, 2011

42. Disclosure of bundled service fees

    By TPApril, July 3, 2012
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    • 908 views
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    • TPApril
    • July 3, 2012

43. Amending Plan for Early Eligibility

    By Guest ewmc, March 1, 2000
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    • Guest
    • March 1, 2000

44. Rollovers to a plan that does not allow rollovers.

    By Guest Pat Metallic, July 27, 2000
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    • 1.3k views
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    • Guest
    • July 27, 2000

45. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant, February 4
    • 0 replies
    • 443 views
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    • AlbanyConsultant
    • February 4

46. Safe Harbor 401(k) Plan Changes its Plan Year

    By John A, March 15, 2002
    • 0 replies
    • 1.5k views
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    • John A
    • March 15, 2002

47. E & O Insurance

    By Guest LTurner, April 1, 2002
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    • Guest
    • April 1, 2002

48. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
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    • 976 views
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    • Guest
    • January 24, 2003

49. Loan paid off, but payments kept coming in

    By BG5150, May 17, 2010
    • 0 replies
    • 831 views
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    • BG5150
    • May 17, 2010

50. multi-employer with multiple pension plans -SSA reporting

    By MMMBENE2000, December 15, 2011
    • 0 replies
    • 870 views
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    • MMMBENE2000
    • December 15, 2011