401(k) Plans

19,337 topics in this forum

1. Short-term amendment ... possible?

   By Guest AEA, August 8, 2005
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   • 1.1k views
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   • Guest
   • August 8, 2005

2. Comparitive Statements

   By Guest EWESTENBERGER, July 7, 2009
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   • 915 views
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   • Guest
   • July 7, 2009

3. Rolling over a 403(b) loan to a 401(k)

   By Lori H, March 19, 2010
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   • 906 views
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   • Lori H
   • March 19, 2010

4. Form 5558 - Incorrect Plan Name and Plan Number

   By CLE401kGuy, September 5, 2019
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   • 518 views
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   • CLE401kGuy
   • September 5, 2019

5. SECURE Act, RMDs to designed beneficary, and annuity under DC Plan

   By DKE, June 29, 2020
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   • 490 views
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   • DKE
   • June 29, 2020

6. Liquidating employer after plan termination but prior to distribution

   By KJohnson, July 22, 1999
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   • KJohnson
   • July 22, 1999

7. May a foreign government adopt a 401(k) for its US Employees?

   By Guest W J Parks, December 5, 2000
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   • Guest
   • December 5, 2000

8. Safe Harbor Plan

   By PMC, May 22, 2001
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   • PMC
   • May 22, 2001

9. Earned Income Calculation

   By Fred Payne, December 1, 2001
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   • 1.4k views
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   • Fred Payne
   • December 1, 2001

10. Timing of IRS Response

    By Guest PJW, October 21, 2002
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    • 1k views
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    • Guest
    • October 21, 2002

11. safe harbor notice

    By Guest JJC, May 7, 2003
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    • Guest
    • May 7, 2003

12. SAR-SEP & 401(k)?

    By Guest hpaine, October 21, 2003
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    • 1.3k views
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    • Guest
    • October 21, 2003

13. RMD-Model Amendment

    By Guest OHH, November 11, 2003
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    • 1k views
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    • Guest
    • November 11, 2003

14. 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

15. 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

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

    By WCC, April 22, 2013
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    • 1.2k views
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    • WCC
    • April 22, 2013

17. Association and plan sponsors

    By Guest Brad, September 16, 1998
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    • 4.5k views
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    • Guest
    • September 16, 1998

18. Match made in Employer Securities

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

19. USERRA make-up contributions

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

20. LTPT

    By thepensionmaven, December 1, 2025
    • 0 replies
    • 264 views
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    • thepensionmaven
    • December 1, 2025

21. Terminated Plan & NTIP

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

22. Participant loans and bankruptcy

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

23. Match used to cover top heavy minimum

    By blue, October 20, 2005
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    • 1.1k views
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    • blue
    • October 20, 2005

24. CFP Experience Requirement - TPA

    By ERISA13, May 12, 2015
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    • 842 views
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    • ERISA13
    • May 12, 2015

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

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

26. SEP/IRA

    By Nassau, April 21, 2011
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    • 800 views
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    • Nassau
    • April 21, 2011

27. qdia not followed

    By Guest doh5557, January 30, 2012
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    • 843 views
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    • Guest
    • January 30, 2012

28. Disability Payments into a 401(k) Plan

    By AJ North, September 28, 2012
    • 0 replies
    • 1k views
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    • AJ North
    • September 28, 2012

29. 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

30. Basic QJSA Info

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

31. Can you correct Incorrect QNEC???

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

32. USA Patriot Act vs. Graham Leach Bliley

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

33. Defaulted loans and tax basis

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

34. Plan Data Survey

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

35. Permissible Withdrawals and Compliance Testing Impact

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

36. Auto Enroll with No Match

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

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

    By Guest riss@7477, April 19, 2010
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    • Guest
    • April 19, 2010

38. Notice to participants for Missed Deferrals

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

39. Testing after sale?

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

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

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

41. Excess hardship withdrawal allowed

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

42. After-Tax Direct Rollovers

    By DTH, September 2, 2005
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    • 1.3k views
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    • DTH
    • September 2, 2005

43. QNEC FOR ADP/ACP FAILURE

    By Guest mrjones, March 14, 2007
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    • Guest
    • March 14, 2007

44. Dividend payment election

    By Guest NGG53, December 22, 2009
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    • Guest
    • December 22, 2009

45. List of Modifications for Interim Doc?

    By Randy Watson, April 19, 2010
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    • 895 views
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    • Randy Watson
    • April 19, 2010

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

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

47. 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
    • 763 views
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    • AdKu
    • December 2, 2016

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

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

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

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

50. 2 loan default questions

    By FundeK, February 20, 2004
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    • 1.2k views
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    • FundeK
    • February 20, 2004