401(k) Plans

19,317 topics in this forum

1. Affiliated employer wants to start own plan

   By Santo Gold, March 13, 2017
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   • 407 views
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   • Santo Gold
   • March 13, 2017

2. Anything new and what has been your practice regarding deferrals and m

   By John A, March 2, 2000
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   • 1.4k views
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   • John A
   • March 2, 2000

3. Top heavy contributon for a mid-year plan merger

   By KJohnson, August 24, 2000
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   • 1.6k views
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   • KJohnson
   • August 24, 2000

4. Converting a traditional IRA then recharacterizing

   By Guest rflarson, November 11, 2000
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   • 1.6k views
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   • Guest
   • November 11, 2000

5. Leased Employees

   By DTH, August 19, 2003
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   • 1.2k views
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   • DTH
   • August 19, 2003

6. Exclusion of eligible employees and QNEC's

   By Sully, March 8, 2006
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   • 1.3k views
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   • Sully
   • March 8, 2006

7. Incorrect ADP refund

   By fiona1, October 23, 2009
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   • 1.1k views
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   • fiona1
   • October 23, 2009

8. Sch. K-1 amounts paid for medical insurance

   By R. Butler, February 22, 2010
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   • 843 views
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   • R. Butler
   • February 22, 2010

9. Differing Match Rates for NHCEs in QACA

   By Guest gaham, January 31, 2012
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   • 804 views
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   • Guest
   • January 31, 2012

10. Correcting 1099's

    By Richard Anderson, March 3, 2000
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    • 1.5k views
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    • Richard Anderson
    • March 3, 2000

11. safe harbor contribution in the year you leave a MEP

    By AlbanyConsultant, September 27, 2023
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    • 262 views
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    • AlbanyConsultant
    • September 27, 2023

12. Affiliated Service Groups

    By Dawn Hafner, May 23, 2001
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    • 1.5k views
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    • Dawn Hafner
    • May 23, 2001

13. Investment - Question

    By Erik Read, October 22, 2001
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    • 1.3k views
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    • Erik Read
    • October 22, 2001

14. Mike Preston

    By Blinky the 3-eyed Fish, August 19, 2003
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    • 1.1k views
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    • Blinky the 3-eyed Fish
    • August 19, 2003

15. HCEs opt out of Sfe Harbor Match?

    By Guest jhilliard, September 9, 2003
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    • 1.2k views
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    • Guest
    • September 9, 2003

16. crediting past years from predecessor employer

    By Bri, April 21, 2005
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    • 1.1k views
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    • Bri
    • April 21, 2005

17. Fees for conversion to new TPA - Settlor or not?

    By TBob, October 20, 2005
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    • 1.4k views
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    • TBob
    • October 20, 2005

18. Real Estate Management Company & 401(k)

    By Guest Michael519, November 16, 2005
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    • 1.1k views
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    • Guest
    • November 16, 2005

19. Articles on how compensation level influences the rate deferred

    By Guest SWH, September 30, 2008
    • 0 replies
    • 923 views
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    • Guest
    • September 30, 2008

20. Below market rate of interest - Plan Loans

    By J. Bringhurst, April 23, 2013
    • 0 replies
    • 1.4k views
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    • J. Bringhurst
    • April 23, 2013

21. Amending to Provide a Safe Harbor Match

    By davef, March 3, 2000
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    • 1.4k views
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    • davef
    • March 3, 2000

22. Change plan year end

    By Guest Tara Curran, July 30, 2001
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    • 1.5k views
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    • Guest
    • July 30, 2001

23. PT rules relating to mortgage backed real-estate loans

    By Guest MDH, February 28, 2002
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    • 1.3k views
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    • Guest
    • February 28, 2002

24. Plan Sponsor and Affiliated Service Grps segregate

    By Guest CRA, September 9, 2003
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    • 1k views
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    • Guest
    • September 9, 2003

25. Automatic Enrollment Notices

    By DTH, June 6, 2008
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    • 1.3k views
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    • DTH
    • June 6, 2008

26. ESOP Questions

    By Guest DougT, December 30, 2010
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    • 879 views
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    • Guest
    • December 30, 2010

27. Participant Statements

    By Nassau, May 16, 2011
    • 0 replies
    • 989 views
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    • Nassau
    • May 16, 2011

28. Changing life expectancy once an MRD has started.

    By Guest MarkL, July 30, 1999
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    • 1.3k views
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    • Guest
    • July 30, 1999

29. Counting deferrals under the leasing company's plan (for staffers) as

    By nancy, November 29, 1999
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    • 1.4k views
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    • nancy
    • November 29, 1999

30. SEP-IRA and non-integrated 401(K) together

    By Guest firstq, January 8, 2003
    • 0 replies
    • 1.7k views
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    • Guest
    • January 8, 2003

31. Lost wage window?

    By Guest jhilliard, September 9, 2003
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    • 1.3k views
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    • Guest
    • September 9, 2003

32. Forfeitures account in trust fund too low to allocate properly

    By Guest HLIFECraigo, September 30, 2003
    • 0 replies
    • 1k views
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    • Guest
    • September 30, 2003

33. Audit Question?

    By FundeK, July 12, 2004
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    • 1.1k views
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    • FundeK
    • July 12, 2004

34. Rule 22(c)2 Excessive Trading - recordkeeper's responsibilities

    By SRP, October 31, 2007
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    • 1.1k views
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    • SRP
    • October 31, 2007

35. Can you Merge a PS plan into a 403b?

    By austin3515, May 9, 2008
    • 0 replies
    • 2k views
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    • austin3515
    • May 9, 2008

36. Mid-year amendment to SH 401k

    By dmb, March 22, 2010
    • 0 replies
    • 944 views
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    • dmb
    • March 22, 2010

37. 5330 PROCEDURES

    By JKW, July 12, 2010
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    • 1k views
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    • JKW
    • July 12, 2010

38. Which early-out distribution amounts are inflation-adjusted?

    By Peter Gulia, November 26, 2024
    • 0 replies
    • 366 views
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    • Peter Gulia
    • November 26, 2024

39. ESOP top-off calculations / spreadsheets

    By Guest Amit, June 21, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • June 21, 2002

40. ADP Refunds/plan terminating

    By Guest chris4013, May 8, 2003
    • 0 replies
    • 964 views
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    • Guest
    • May 8, 2003

41. Coverage Issues for Controlled Group-w/failing ADP

    By justatester, December 4, 2007
    • 0 replies
    • 1.1k views
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    • justatester
    • December 4, 2007

42. MEP 401(k) Plan-Does account balance transfer with eEE when changing ER?

    By fynn6%7, May 4, 2017   

    • mep
    • 0 replies
    • 411 views
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    • fynn6%7
    • May 4, 2017

43. Financial forecasts for participants

    By Guest Marc Brousseau, September 30, 1998
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    • 4.2k views
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    • Guest
    • September 30, 1998

44. Criteria for 10 day extension if 15 Bz day missed for contributions

    By Guest Richele, February 24, 1999
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    • 1.4k views
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    • Guest
    • February 24, 1999

45. HCEs in 2 Plans

    By Guest Chains, November 30, 1999
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    • 1.4k views
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    • Guest
    • November 30, 1999

46. peo and commonly controlled company

    By Guest CAM223, February 5, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • February 5, 2003

47. Catchup Contributions - "Plan Imposed Limit"

    By ERISA1, October 30, 2006
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    • 1.6k views
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    • ERISA1
    • October 30, 2006

48. Transfer Contribution from Cafeteria Plan

    By Guest KennyH, February 13, 2008
    • 0 replies
    • 1k views
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    • Guest
    • February 13, 2008

49. Mid-Year safe Harbor Merger

    By PMC, September 29, 2009
    • 0 replies
    • 1.3k views
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    • PMC
    • September 29, 2009

50. PTO Contribution Amendment

    By Guest Statler, May 18, 2010
    • 0 replies
    • 823 views
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    • Guest
    • May 18, 2010