401(k) Plans

19,275 topics in this forum

1. RMD-Model Amendment

   By Guest OHH, November 11, 2003
   • 0 replies
   • 994 views
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   • Guest
   • November 11, 2003

2. New IRS Prop Regs on Accident & Health Insurance

   By rocknrolls2, September 5, 2007
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   • 1.1k views
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   • rocknrolls2
   • September 5, 2007

3. LLC Members in a 401k PLan

   By Alex Daisy, November 20, 2009
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   • 2.2k views
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   • Alex Daisy
   • November 20, 2009

4. loan payments after termination - loan policy does not allow it

   By WCC, April 22, 2013
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   • 1.1k views
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   • WCC
   • April 22, 2013

5. Association and plan sponsors

   By Guest Brad, September 16, 1998
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   • 4.4k views
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   • Guest
   • September 16, 1998

6. Match made in Employer Securities

   By M R Bernardin, February 18, 1999
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   • 1.4k views
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   • M R Bernardin
   • February 18, 1999

7. USERRA make-up contributions

   By ccassetty, November 8, 2001
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   • 1.6k views
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   • ccassetty
   • November 8, 2001

8. Terminated Plan & NTIP

   By Guest kjk, December 17, 2002
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   • 1.4k views
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   • Guest
   • December 17, 2002

9. Participant loans and bankruptcy

   By Belgarath, July 12, 2005
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   • 1.1k views
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   • Belgarath
   • July 12, 2005

10. Match used to cover top heavy minimum

    By blue, October 20, 2005
    • 0 replies
    • 1k views
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    • blue
    • October 20, 2005

11. CFP Experience Requirement - TPA

    By ERISA13, May 12, 2015
    • 0 replies
    • 822 views
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    • ERISA13
    • May 12, 2015

12. Issues when other DC plan has a different plan year?

    By John A, September 6, 2001
    • 0 replies
    • 1.3k views
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    • John A
    • September 6, 2001

13. SEP/IRA

    By Nassau, April 21, 2011
    • 0 replies
    • 780 views
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    • Nassau
    • April 21, 2011

14. qdia not followed

    By Guest doh5557, January 30, 2012
    • 0 replies
    • 828 views
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    • Guest
    • January 30, 2012

15. Disability Payments into a 401(k) Plan

    By AJ North, September 28, 2012
    • 0 replies
    • 980 views
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    • AJ North
    • September 28, 2012

16. Recruiter Needed for TPA Position

    By Guest RetPlns1160, May 2, 2014   

    • TPA
    • 0 replies
    • 1.1k views
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    • Guest
    • May 2, 2014

17. Basic QJSA Info

    By Guest Dee401kLady, June 23, 2014
    • 0 replies
    • 782 views
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    • Guest
    • June 23, 2014

18. Can you correct Incorrect QNEC???

    By kmhaab, October 3, 2017
    • 0 replies
    • 462 views
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    • kmhaab
    • October 3, 2017

19. USA Patriot Act vs. Graham Leach Bliley

    By fidu, February 28, 2002
    • 0 replies
    • 2k views
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    • fidu
    • February 28, 2002

20. Defaulted loans and tax basis

    By FAPInJax, May 31, 2002
    • 0 replies
    • 1.5k views
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    • FAPInJax
    • May 31, 2002

21. Plan Data Survey

    By Guest jhilliard, January 14, 2004
    • 0 replies
    • 1k views
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    • Guest
    • January 14, 2004

22. Permissible Withdrawals and Compliance Testing Impact

    By Jean, May 3, 2007
    • 0 replies
    • 1.4k views
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    • Jean
    • May 3, 2007

23. Auto Enroll with No Match

    By Guest RSSJay, September 28, 2009
    • 0 replies
    • 955 views
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    • Guest
    • September 28, 2009

24. Roth 401(k) 5-taxable-year period for rehires

    By Guest riss@7477, April 19, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • April 19, 2010

25. Notice to participants for Missed Deferrals

    By Pammie57, June 1, 2016
    • 0 replies
    • 941 views
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    • Pammie57
    • June 1, 2016

26. Testing after sale?

    By John A, March 2, 2000
    • 0 replies
    • 1.3k views
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    • John A
    • March 2, 2000

27. Plan administrator/trustee/sponsor is gone; how should admin consultan

    By Guest Scott Holechek, June 30, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • June 30, 2000

28. Excess hardship withdrawal allowed

    By Belgarath, August 9, 2005
    • 0 replies
    • 1.3k views
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    • Belgarath
    • August 9, 2005

29. After-Tax Direct Rollovers

    By DTH, September 2, 2005
    • 0 replies
    • 1.2k views
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    • DTH
    • September 2, 2005

30. QNEC FOR ADP/ACP FAILURE

    By Guest mrjones, March 14, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • March 14, 2007

31. Dividend payment election

    By Guest NGG53, December 22, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • December 22, 2009

32. List of Modifications for Interim Doc?

    By Randy Watson, April 19, 2010
    • 0 replies
    • 878 views
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    • Randy Watson
    • April 19, 2010

33. Coverage Testing for plan changing from related employers to MEP

    By DLavigne, October 26, 2015
    • 0 replies
    • 766 views
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    • DLavigne
    • October 26, 2015

34. Year End Discretionary Matching Contribution amended to x% payroll by payroll Matching contribution

    By AdKu, December 2, 2016   

    • Year End Discretionary Matchi
    • x% payroll by payroll Matchin
    • 0 replies
    • 749 views
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    • AdKu
    • December 2, 2016

35. If shifted in 1997, which NHCE%s do you use from prior year for 1998 (

    By Guest Mich, February 20, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • February 20, 1999

36. individual 401(k) Plan - compensation and deferral question

    By wsp, March 12, 2003
    • 0 replies
    • 924 views
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    • wsp
    • March 12, 2003

37. 2 loan default questions

    By FundeK, February 20, 2004
    • 0 replies
    • 1.1k views
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    • FundeK
    • February 20, 2004

38. Summary Annual Report, penalty for not providing

    By Guest annieap1, June 17, 2004
    • 0 replies
    • 4.6k views
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    • Guest
    • June 17, 2004

39. EGTRRA-Help!

    By Guest or4770, December 14, 2005
    • 0 replies
    • 1k views
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    • Guest
    • December 14, 2005

40. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
    • 0 replies
    • 1.9k views
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    • Guest
    • February 10, 2006

41. Trsutee RFP

    By alexa, April 2, 2006
    • 0 replies
    • 1.1k views
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    • alexa
    • April 2, 2006

42. amending compensation definition

    By Guest kevb, March 14, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • March 14, 2007

43. Union employees

    By fiona1, August 5, 2009
    • 0 replies
    • 1k views
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    • fiona1
    • August 5, 2009

44. Excise tax with one to one correction

    By Young Curmudgeon, September 7, 2010
    • 0 replies
    • 919 views
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    • Young Curmudgeon
    • September 7, 2010

45. Safe Harbor Notice

    By R. Butler, November 28, 2023
    • 0 replies
    • 439 views
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    • R. Butler
    • November 28, 2023

46. Stopping discretionary match mid-year revisited

    By John A, June 18, 2001
    • 0 replies
    • 1.8k views
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    • John A
    • June 18, 2001

47. impremissable w/d in Dec 2011 & March 2012 AND....

    By doombuggy, May 23, 2012
    • 0 replies
    • 936 views
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    • doombuggy
    • May 23, 2012

48. 410b coverage testing when plan is amended

    By AKconsult, September 28, 2012
    • 0 replies
    • 1.1k views
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    • AKconsult
    • September 28, 2012

49. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.5k views
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    • DTH
    • January 28, 2014

50. restatement (or secures act amendment) before Plan Merger?

    By mattmc82, November 24, 2021
    • 0 replies
    • 333 views
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    • mattmc82
    • November 24, 2021