401(k) Plans

19,317 topics in this forum

1. Employer contribution trends in 401K plans

   By Guest jpr9954, July 17, 1999
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   • Guest
   • July 17, 1999

2. Late contribution of deferrals

   By Alan Simpson, February 29, 2000
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   • Alan Simpson
   • February 29, 2000

3. 170(b)1(A) organizations

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

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

   By Guest, June 22, 2000
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   • Guest
   • June 22, 2000

5. Amending out of EACA

   By K2retire, December 21, 2009
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   • K2retire
   • December 21, 2009

6. 401k/PS plan - unused sick leave contribution

   By t.haley, January 20, 2015
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   • t.haley
   • January 20, 2015

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

   By 52626, October 22, 2015
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   • 52626
   • October 22, 2015

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

   By TPApril, February 3, 2025
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   • 410 views
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   • TPApril
   • February 3, 2025

9. Qpam - 84-14

   By fidu, February 15, 2002
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   • fidu
   • February 15, 2002

10. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

    By Guest kpneward, March 4, 2004
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    • Guest
    • March 4, 2004

11. Hardship / counterproductive actions

    By austin3515, August 4, 2009
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    • austin3515
    • August 4, 2009

12. Salary Deferral never Deposited

    By rblum50, May 13, 2011
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    • rblum50
    • May 13, 2011

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

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

14. Removing automatic enrollment from a plan

    By 30Rock, April 27, 2018
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    • 1k views
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    • 30Rock
    • April 27, 2018

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

    By Guest Chaffee, December 17, 2003
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    • Guest
    • December 17, 2003

16. Safe Harbor Match Reinstated

    By Logan401, February 19, 2010
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    • Logan401
    • February 19, 2010

17. PTIN Requirements / Form 5330

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

18. 401k complianc

    By Guest PAUL MERLINO, July 20, 1999
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    • Guest
    • July 20, 1999

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

    By Guest TAshley, March 15, 2001
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    • Guest
    • March 15, 2001

20. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
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    • Guest
    • October 19, 2001

21. Excess Contributions and Earnings on Related Match Forfeiture

    By Guest Kimberly Flett, November 30, 2001
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    • Guest
    • November 30, 2001

22. 401(k) eligiblity

    By cdavis25, March 15, 2002
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    • cdavis25
    • March 15, 2002

23. sample letter?

    By PensionNewbee, April 27, 2004
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    • PensionNewbee
    • April 27, 2004

24. Multiple Employer 401(k) Plans

    By Guest Jim K, May 2, 2007
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    • Guest
    • May 2, 2007

25. IRS Audit with combined statement of PS and MPP

    By Jim Chad, November 30, 2007
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    • Jim Chad
    • November 30, 2007

26. Contribution Classification

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

27. Control Group to Multiple ER plan

    By doombuggy, May 8, 2019   

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

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

    By John A, December 27, 2000
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    • John A
    • December 27, 2000

29. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
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    • Guest
    • August 17, 2001

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

    By Guest Grumpy455, September 28, 2005
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    • Guest
    • September 28, 2005

31. Auto enrollment withdrawals

    By Dazednconfused, August 31, 2009
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    • Dazednconfused
    • August 31, 2009

32. 401(k) adn SEP IRA

    By justatester, November 19, 2009
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    • 787 views
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    • justatester
    • November 19, 2009

33. Different Vesting and Benefits Rights & Features Testing

    By RRB, July 25, 2011
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    • RRB
    • July 25, 2011

34. Disclosure of bundled service fees

    By TPApril, July 3, 2012
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    • TPApril
    • July 3, 2012

35. Amending Plan for Early Eligibility

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

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

    By Guest Pat Metallic, July 27, 2000
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    • Guest
    • July 27, 2000

37. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant, February 4, 2025
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    • 487 views
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    • AlbanyConsultant
    • February 4, 2025

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

    By John A, March 15, 2002
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    • John A
    • March 15, 2002

39. E & O Insurance

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

40. Claims Procedures for Defined Contribution Plans

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

41. Loan paid off, but payments kept coming in

    By BG5150, May 17, 2010
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    • 841 views
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    • BG5150
    • May 17, 2010

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

    By MMMBENE2000, December 15, 2011
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    • 878 views
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    • MMMBENE2000
    • December 15, 2011

43. hardship - definition of "dependent"

    By Belgarath, October 3, 2017
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    • 460 views
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    • Belgarath
    • October 3, 2017

44. Congratulations

    By legort69, March 16, 2019
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    • 313 views
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    • legort69
    • March 16, 2019

45. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky, October 19, 2000
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    • Guest
    • October 19, 2000

46. Safe Harbor plan with discretionary match using flexible discretionary formula

    By R. Butler, April 7, 2025
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    • 524 views
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    • R. Butler
    • April 7, 2025

47. post-death wages

    By AKconsult, January 31, 2011
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    • 982 views
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    • AKconsult
    • January 31, 2011

48. I am researching what benefits are wanted and will help to retain empl

    By Guest Lorraine Peck, November 19, 1999
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    • Guest
    • November 19, 1999

49. Distributions-terminations

    By Guest Allen Radin, July 27, 2001
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    • Guest
    • July 27, 2001

50. Communication requirements for participants

    By Guest rbellinger, February 27, 2002
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    • 1.7k views
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    • Guest
    • February 27, 2002