401(k) Plans

19,317 topics in this forum

1. 1065 K-1 / Roth 401k

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

2. Flexible Discretionary Match - allocation groups and plan document

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

3. Plan Merger and Prior Year Testing

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

4. MVRA Revisited - Expense Allocation

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

5. Must All Partners participate

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

6. Sample Spanish SOX Notice

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

7. QMAC CONTRIBUTIONS

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

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

   By Guest fusiuser, March 8, 2000
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   • Guest
   • March 8, 2000

9. PTE 98-54 & 94-20

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

10. Plan Compensation

    By Guest dwall, December 15, 2005
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    • Guest
    • December 15, 2005

11. Return of contributions

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

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

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

13. 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

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

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

15. Involuntary Roth cashouts

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

16. Multiple Employer Plan?

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

17. 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

18. Health Insurance Premiums - Hardship withdrawal?

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

19. SSN privacy issues

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

20. ADP Test Lay offs

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

21. Company acquistion with a SEP

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

22. Merge or terminate SHNEC Plan In Corporate Transaction

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

23. Should I terminate my 401k.

    By Guest Joe P, August 6, 1999
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    • 1.5k views
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    • Guest
    • August 6, 1999

24. Investment Advice- DOL

    By card, August 21, 2001
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    • 1.4k views
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    • card
    • August 21, 2001

25. Who can be a trustee?

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

26. New Determination Letter Program

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

27. After-Tax Roth Conversion

    By Dougsbpc, January 28, 2015
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    • 1.1k views
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    • Dougsbpc
    • January 28, 2015

28. Fund Change Error

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

29. Benefits to Employees who are Eligible for Rehire

    By Guest schoenenbergerj, October 9, 1998
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    • 3.3k views
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    • Guest
    • October 9, 1998

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

    By Guest, March 9, 2000
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    • 1.3k views
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    • Guest
    • March 9, 2000

31. Company Wants to Leave PEO Plan

    By 401kSteve, August 13, 2025
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    • 325 views
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    • 401kSteve
    • August 13, 2025

32. Customized Data for Businesses

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

33. PPA and QMACs in ADP Testing

    By Guest esaade, January 24, 2007
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    • 1.5k views
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    • Guest
    • January 24, 2007

34. Coronavirus Related Distribution

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

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

    By Guest PJW, September 16, 2002
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    • 1.5k views
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    • Guest
    • September 16, 2002

36. Effect of Reemployment upon Contribution Suspensio

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

37. Prohibited Transaction?

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

38. Incorrect Deferral and Matching Allocations

    By mming, May 2, 2006
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    • 1.2k views
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    • mming
    • May 2, 2006

39. 1099Misc

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

40. Permissive Aggregation

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

41. 401(b) transition period -- beginning date?

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

42. Two Employees with Indential Names - Missed Deferrals

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

43. 401(k) forms

    By Guest mmc, March 9, 2005
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    • 956 views
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    • Guest
    • March 9, 2005

44. Company Stock post-sale

    By Guest NewsToMe, March 15, 2007
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    • 1k views
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    • Guest
    • March 15, 2007

45. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
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    • AKconsult
    • October 7, 2014

46. Investment Advise

    By Guest MLB, October 14, 1998
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    • Guest
    • October 14, 1998

47. Controlled group minimum coverage testing when the members' 401(k) pla

    By EGB, December 6, 1999
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    • 1.7k views
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    • EGB
    • December 6, 1999

48. 5330, Sch. G

    By BFree, July 12, 2002
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    • BFree
    • July 12, 2002

49. Late employee contributions if employer timely remited to TPA but TPS

    By Guest moey, October 4, 2002
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    • Guest
    • October 4, 2002

50. Compensation in LLC

    By Guest Tired TPA, September 30, 2009
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    • Guest
    • September 30, 2009