401(k) Plans

19,275 topics in this forum

1. Indirect Compensation

   By Guest RD73, March 14, 2008
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   • Guest
   • March 14, 2008

2. Permissive Service Credits Purchase

   By marco23, December 6, 2016
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   • marco23
   • December 6, 2016

3. Trading platform

   By Guest Dale Cunningham, October 7, 1998
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   • Guest
   • October 7, 1998

4. Mid year auto enroll change

   By 401KsRme, February 11
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   • 444 views
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   • 401KsRme
   • February 11

5. Retaliation...

   By Guest Hickory6, June 21, 2002
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   • Guest
   • June 21, 2002

6. Aggregation of plans for top heavy

   By Guest DJB, October 8, 2004
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   • Guest
   • October 8, 2004

7. 5500 and late deposits

   By JKW, October 4, 2011
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   • JKW
   • October 4, 2011

8. 1065 K-1 / Roth 401k

   By austin3515, June 27, 2017
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   • austin3515
   • June 27, 2017

9. Flexible Discretionary Match - allocation groups and plan document

   By Tom, November 8, 2022
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   • 333 views
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   • Tom
   • November 8, 2022

10. Plan Merger and Prior Year Testing

    By justatester, May 18, 2023
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    • 422 views
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    • justatester
    • May 18, 2023

11. MVRA Revisited - Expense Allocation

    By Guest halka, March 18, 2002
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    • Guest
    • March 18, 2002

12. Must All Partners participate

    By jane123, August 19, 2003
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    • jane123
    • August 19, 2003

13. Sample Spanish SOX Notice

    By Guest sweaterhead, December 19, 2003
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    • Guest
    • December 19, 2003

14. QMAC CONTRIBUTIONS

    By blue, June 16, 2005
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    • blue
    • June 16, 2005

15. Coversion of SIMPLE 401K to Safe Harbor 401k

    By Guest fusiuser, March 8, 2000
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    • 1.7k views
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    • Guest
    • March 8, 2000

16. PTE 98-54 & 94-20

    By Guest Fidu2, July 10, 2003
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    • Guest
    • July 10, 2003

17. Plan Compensation

    By Guest dwall, December 15, 2005
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    • 1.2k views
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    • Guest
    • December 15, 2005

18. Return of contributions

    By Guest ars, March 8, 2000
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    • 1.4k views
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    • Guest
    • March 8, 2000

19. SCP-exclusion form deferral opportunity for HCE under safe harbor nonelective 401(k)

    By Draper55, October 3, 2024
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    • 244 views
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    • Draper55
    • October 3, 2024

20. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom, October 6
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    • 230 views
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    • Tom
    • October 6

21. Funds returned to the plan for a breakpoint settlement from the asset compan

    By Guest cynthiar, July 13, 2004
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    • 1k views
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    • Guest
    • July 13, 2004

22. Rollover of Participant Loans...Need New Notes?

    By Randy Watson, October 8, 2004
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    • 911 views
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    • Randy Watson
    • October 8, 2004

23. Involuntary Roth cashouts

    By Nassau, October 7, 2010
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    • 915 views
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    • Nassau
    • October 7, 2010

24. Multiple Employer Plan?

    By Guest GG, March 2, 1999
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    • 1.3k views
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    • Guest
    • March 2, 1999

25. Need actual example of a Defined contribution plan in a collective bar

    By Guest MBAStudent, March 9, 2000
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    • Guest
    • March 9, 2000

26. Health Insurance Premiums - Hardship withdrawal?

    By Guest Michael Anderson, November 11, 2002
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    • Guest
    • November 11, 2002

27. SSN privacy issues

    By Guest Smitty848, June 20, 2004
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    • Guest
    • June 20, 2004

28. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
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    • 822 views
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    • PFranckowiak
    • February 24, 2010

29. Company acquistion with a SEP

    By cpc0506, December 3, 2010
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    • 855 views
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    • cpc0506
    • December 3, 2010

30. Merge or terminate SHNEC Plan In Corporate Transaction

    By PMC, March 4, 2011
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    • 898 views
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    • PMC
    • March 4, 2011

31. Should I terminate my 401k.

    By Guest Joe P, August 6, 1999
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    • 1.4k views
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    • Guest
    • August 6, 1999

32. Investment Advice- DOL

    By card, August 21, 2001
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    • card
    • August 21, 2001

33. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
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    • 987 views
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    • Guest
    • April 2, 2002

34. New Determination Letter Program

    By Guest kjk, April 24, 2005
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    • 1k views
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    • Guest
    • April 24, 2005

35. After-Tax Roth Conversion

    By Dougsbpc, January 28, 2015
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    • Dougsbpc
    • January 28, 2015

36. Fund Change Error

    By khn, July 17, 2015
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    • 738 views
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    • khn
    • July 17, 2015

37. Benefits to Employees who are Eligible for Rehire

    By Guest schoenenbergerj, October 9, 1998
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    • Guest
    • October 9, 1998

38. SIMPLE IRA and 401(k) P/S Plans

    By Guest, March 9, 2000
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    • Guest
    • March 9, 2000

39. Company Wants to Leave PEO Plan

    By 401kSteve, August 13
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    • 296 views
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    • 401kSteve
    • August 13

40. Customized Data for Businesses

    By Guest B.Z. Khasru, February 13, 2006
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    • Guest
    • February 13, 2006

41. PPA and QMACs in ADP Testing

    By Guest esaade, January 24, 2007
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    • Guest
    • January 24, 2007

42. Coronavirus Related Distribution

    By ErisaGeek, April 1, 2020
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    • 291 views
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    • ErisaGeek
    • April 1, 2020

43. Mandatory Cash-out and the old look back rule

    By Guest PJW, September 16, 2002
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    • Guest
    • September 16, 2002

44. Effect of Reemployment upon Contribution Suspensio

    By Guest rocnrols2, May 9, 2003
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    • Guest
    • May 9, 2003

45. Prohibited Transaction?

    By Guest h_nowicki, July 13, 2004
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    • Guest
    • July 13, 2004

46. Incorrect Deferral and Matching Allocations

    By mming, May 2, 2006
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    • mming
    • May 2, 2006

47. 1099Misc

    By Guest eafrazier, January 27, 2010
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    • Guest
    • January 27, 2010

48. Permissive Aggregation

    By rlb64, November 2, 2010
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    • 916 views
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    • rlb64
    • November 2, 2010

49. 401(b) transition period -- beginning date?

    By Guest Alley, December 4, 2001
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    • Guest
    • December 4, 2001

50. Two Employees with Indential Names - Missed Deferrals

    By Guest SLBRB, June 6, 2013
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    • 927 views
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    • Guest
    • June 6, 2013