401(k) Plans

19,275 topics in this forum

1. 401(k) Deferrals of Fraudulent (Stolen) Compensation

   By kmhaab, December 21, 2017   

   • freeze account
   • theft
   • (and 2 more)

     Tagged with:

     • freeze account
     • theft
     • delay distribution
     • embezzlement
   • 9 replies
   • 1.9k views
   • 
   • Bird
   • December 22, 2017

2. Life Insurance in a 401k plan- CSV reported or not

   By cpc0506, January 26, 2016
   • 9 replies
   • 2.9k views
   • 
   • Bird
   • January 28, 2016

3. Forfeitures

   By cdavis25, June 27, 2013
   • 9 replies
   • 1.8k views
   • 
   • K2retire
   • July 2, 2013

4. Maximum 401k safe harbor plan for 2021

   By Egold, January 5, 2022
   • 9 replies
   • 1.2k views
   • 
   • Bird
   • January 6, 2022

5. Disability rider to a 401K plan....

   By K-t-F, August 16, 2004
   • 9 replies
   • 3.7k views
   • 
   • david rigby
   • August 19, 2004

6. Corrective ADP distributions

   By Guest Joyce Perez, February 17, 2009
   • 9 replies
   • 2.4k views
   • 
   • Earl
   • March 1, 2009

7. Employer terminated 401k plan

   By Guest flgirl, October 13, 2009
   • 9 replies
   • 9.3k views
   • 
   • Bird
   • October 16, 2009

8. Excluded Employees Causing 410(b) Failure

   By Guest 4:15 Limit, April 12, 2011
   • 9 replies
   • 7.2k views
   • 
   • ESOP Guy
   • April 12, 2011

9. May a “notice” about discretionary matching contributions be in the summary plan description?

   By Peter Gulia, September 18
   • 9 replies
   • 3.5k views
   • 
   • Peter Gulia
   • September 22

10. Catch up contributions and the IRS limit.

    By Guest Nabrin, March 13, 2004
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • March 30, 2004

11. ADP/ACP Prior Year Method

    By fiona1, September 29, 2004
    • 9 replies
    • 2.7k views
    • 
    • fiona1
    • September 30, 2004

12. Can A 401k Plan Be Temporarily Frozen?

    By mming, February 26, 2013
    • 9 replies
    • 8.2k views
    • 
    • mming
    • February 26, 2013

13. Controlled group with regard to SIMPLE Plans

    By k man, May 10, 2000
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2000

14. Control Group... simple "yes" or "no"

    By Basically, June 27, 2023
    • 9 replies
    • 1.2k views
    • 
    • Belgarath
    • July 3, 2023

15. New Plan Design Help

    By Guest lmccormick, September 21, 2007
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 23, 2007

16. Fee Reimbursement

    By Guest Big Al, December 10, 2012
    • 9 replies
    • 3.6k views
    • 
    • jpod
    • December 11, 2012

17. 402(g) Excess - Correction Options After April 15

    By Towanda, July 28, 2022   

    • 402(g) excess
    • correction after april 15
    • 9 replies
    • 1.7k views
    • 
    • KEM
    • August 10, 2023

18. IRS Filing Requirements

    By dragondon, September 7, 2023
    • 9 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • September 12, 2023

19. Intentionally Failing ADP/ACP

    By austin3515, June 30, 2003
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2003

20. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com, February 8, 2023
    • 9 replies
    • 2.8k views
    • 
    • Kansas401k
    • February 10, 2023

21. 5500-EZ Nonfiler

    By austin3515, April 6, 2010
    • 9 replies
    • 4k views
    • 
    • Guest
    • April 22, 2010

22. Spreadsheet for 401K

    By Guest Liosis, January 19, 2011
    • 9 replies
    • 7.4k views
    • 
    • GMK
    • March 14, 2011

23. Terminating 401(k) plan holds a large forfeiture account; what to do w

    By Guest Kevin Plymyer, November 28, 2000
    • 9 replies
    • 4.4k views
    • 
    • Guest
    • November 29, 2000

24. Plan Termination Checklist

    By Guest CoffeePlease24, October 26, 2012
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • December 17, 2012

25. 401(k)/PS Product ideas for 15-30 ee's??

    By Guest Penny, January 21, 2000
    • 9 replies
    • 1.6k views
    • 
    • Jon Chambers
    • February 2, 2000

26. Terminating Plan - Outstanding loans

    By Guest nmyers, July 28, 2009
    • 9 replies
    • 6k views
    • 
    • J Simmons
    • July 30, 2009

27. 404a Participant Disclosures

    By austin3515, June 20, 2012
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • June 27, 2012

28. 401(k) Contribution required by: Employment Contract?!

    By ERISAatty, December 27, 2017
    • 9 replies
    • 3.1k views
    • 
    • Luke Bailey
    • December 29, 2017

29. How to protect your 401k from a looming recession?

    By Stella, March 1, 2019   

    • recession
    • bonds
    • 9 replies
    • 1.1k views
    • 
    • david rigby
    • March 4, 2019

30. Exclude some NHCE from discretionary match in SH plan

    By BG5150, November 26, 2019
    • 9 replies
    • 1.9k views
    • 
    • BG5150
    • November 27, 2019

31. Discretionary Match

    By Guest Sehrl, March 6, 2003
    • 9 replies
    • 6.3k views
    • 
    • g8r
    • June 20, 2003

32. Profit Sharing integrated formula

    By Guest Wolves1962, November 14, 2006
    • 9 replies
    • 6.2k views
    • 
    • WDIK
    • November 15, 2006

33. Rules of Parity Cheat Sheet

    By austin3515, January 23, 2021
    • 9 replies
    • 2.1k views
    • 
    • Jakyasar
    • January 29, 2021

34. Does an annuity contract mean that a disqualified plan's investment income is zero?

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.6k views
    • 
    • panther
    • June 21, 2010

35. Different PS Formulas

    By PFranckowiak, April 11, 2017
    • 9 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2017

36. Student Loan 401(k) program

    By bmore1147, April 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • shERPA
    • April 23, 2019

37. Prohibited Transaction??

    By Guest PLHart, August 29, 2003
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • August 25, 2004

38. Clearly I am An Idiot

    By austin3515, March 3, 2014
    • 9 replies
    • 1.6k views
    • 
    • masteff
    • March 5, 2014

39. Off-Calendar year end plan, catch-up contributions

    By AATPA, April 11, 2018   

    • catch-up
    • off-calendar
    • 9 replies
    • 3.1k views
    • 
    • AATPA
    • April 12, 2018

40. Non Deductible Contributions to DC Plan

    By TPA Bob, December 31, 2014
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2015

41. Setting Up A Plan For Main Office (Excluding Subisidiaries)

    By metsfan026, November 4, 2021
    • 9 replies
    • 1k views
    • 
    • metsfan026
    • November 18, 2021

42. Hardship Distribution

    By Guest John Makarevich, June 23, 2007
    • 9 replies
    • 2.6k views
    • 
    • masteff
    • June 26, 2007

43. Those darn leased employees!

    By Guest erisafried, October 16, 2002
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2002

44. Control group with tax-exempt subsidiary

    By Guest JDL, March 6, 2003
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • March 7, 2003

45. New to Voluntary Contributions

    By thepensionmaven, August 3, 2022
    • 9 replies
    • 995 views
    • 
    • Bill Presson
    • August 8, 2022

46. Over Contribution, Eat Up as PS Contribution

    By Basically, March 7, 2024
    • 9 replies
    • 968 views
    • 
    • Basically
    • March 14, 2024

47. Safe Harbor eligibility; Does IRS Notice 98-52 still govern re: no all

    By Guest ANNEBV, January 20, 2003
    • 9 replies
    • 2.1k views
    • 
    • Archimage
    • January 31, 2003

48. employer mistakes/mixups

    By lexi, September 22, 2006
    • 9 replies
    • 2.2k views
    • 
    • Jim Chad
    • September 23, 2006

49. correct ADP before 401b?

    By AlbanyConsultant, February 25, 2015
    • 9 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • March 3, 2015

50. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515, May 19, 2022
    • 9 replies
    • 3.5k views
    • 
    • JOH
    • May 23, 2022