401(k) Plans

19,317 topics in this forum

1. Terminated Plan & NTIP

   By Guest kjk, December 17, 2002
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   • Guest
   • December 17, 2002

2. Participant loans and bankruptcy

   By Belgarath, July 12, 2005
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   • Belgarath
   • July 12, 2005

3. Match used to cover top heavy minimum

   By blue, October 20, 2005
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   • blue
   • October 20, 2005

4. CFP Experience Requirement - TPA

   By ERISA13, May 12, 2015
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   • ERISA13
   • May 12, 2015

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

   By John A, September 6, 2001
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   • John A
   • September 6, 2001

6. SEP/IRA

   By Nassau, April 21, 2011
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   • Nassau
   • April 21, 2011

7. qdia not followed

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

8. Disability Payments into a 401(k) Plan

   By AJ North, September 28, 2012
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   • 995 views
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   • AJ North
   • September 28, 2012

9. Recruiter Needed for TPA Position

   By Guest RetPlns1160, May 2, 2014   

   • TPA
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   • Guest
   • May 2, 2014

10. Basic QJSA Info

    By Guest Dee401kLady, June 23, 2014
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    • Guest
    • June 23, 2014

11. Can you correct Incorrect QNEC???

    By kmhaab, October 3, 2017
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    • 478 views
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    • kmhaab
    • October 3, 2017

12. USA Patriot Act vs. Graham Leach Bliley

    By fidu, February 28, 2002
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    • fidu
    • February 28, 2002

13. Defaulted loans and tax basis

    By FAPInJax, May 31, 2002
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    • FAPInJax
    • May 31, 2002

14. Plan Data Survey

    By Guest jhilliard, January 14, 2004
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    • Guest
    • January 14, 2004

15. 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

16. Auto Enroll with No Match

    By Guest RSSJay, September 28, 2009
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    • 967 views
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    • Guest
    • September 28, 2009

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

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

18. Notice to participants for Missed Deferrals

    By Pammie57, June 1, 2016
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    • 952 views
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    • Pammie57
    • June 1, 2016

19. 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

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

    By Guest Scott Holechek, June 30, 2000
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    • Guest
    • June 30, 2000

21. Excess hardship withdrawal allowed

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

22. After-Tax Direct Rollovers

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

23. QNEC FOR ADP/ACP FAILURE

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

24. Dividend payment election

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

25. List of Modifications for Interim Doc?

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

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

    By DLavigne, October 26, 2015
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    • 778 views
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    • DLavigne
    • October 26, 2015

27. 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
    • 757 views
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    • AdKu
    • December 2, 2016

28. 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

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

    By wsp, March 12, 2003
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    • 934 views
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    • wsp
    • March 12, 2003

30. 2 loan default questions

    By FundeK, February 20, 2004
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    • FundeK
    • February 20, 2004

31. Summary Annual Report, penalty for not providing

    By Guest annieap1, June 17, 2004
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    • Guest
    • June 17, 2004

32. EGTRRA-Help!

    By Guest or4770, December 14, 2005
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    • Guest
    • December 14, 2005

33. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
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    • Guest
    • February 10, 2006

34. Trsutee RFP

    By alexa, April 2, 2006
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    • alexa
    • April 2, 2006

35. amending compensation definition

    By Guest kevb, March 14, 2007
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    • Guest
    • March 14, 2007

36. Union employees

    By fiona1, August 5, 2009
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    • fiona1
    • August 5, 2009

37. Excise tax with one to one correction

    By Young Curmudgeon, September 7, 2010
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    • 928 views
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    • Young Curmudgeon
    • September 7, 2010

38. Safe Harbor Notice

    By R. Butler, November 28, 2023
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    • 455 views
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    • R. Butler
    • November 28, 2023

39. Stopping discretionary match mid-year revisited

    By John A, June 18, 2001
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    • John A
    • June 18, 2001

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

    By doombuggy, May 23, 2012
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    • 972 views
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    • doombuggy
    • May 23, 2012

41. 410b coverage testing when plan is amended

    By AKconsult, September 28, 2012
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    • AKconsult
    • September 28, 2012

42. Installment Payments

    By DTH, January 28, 2014
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    • DTH
    • January 28, 2014

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

    By mattmc82, November 24, 2021
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    • 359 views
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    • mattmc82
    • November 24, 2021

44. Insurance in 401(K) Plans

    By mming, March 2, 2000
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    • mming
    • March 2, 2000

45. 70 1/2 Min. Distribution - Based on accrual contribution

    By Guest UKH, September 18, 2000
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    • Guest
    • September 18, 2000

46. 402h notice - sample

    By Guest A. Rostosky, December 28, 2000
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    • Guest
    • December 28, 2000

47. 401K Contributions

    By Guest elizabeth clark, June 20, 2002
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    • Guest
    • June 20, 2002

48. PPA Benefit Statements

    By austin3515, December 26, 2006
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    • austin3515
    • December 26, 2006

49. timing of election for partnership deferrals

    By Guest anitatpa, February 22, 2010
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    • Guest
    • February 22, 2010

50. Multiple ER plan no longer multiple ER plan

    By BG5150, April 20, 2010
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    • 927 views
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    • BG5150
    • April 20, 2010