401(k) Plans

19,334 topics in this forum

1. Are Revenue Sharing Fees Part of Plan Assets?

   By Guest jmiskey, June 3, 2003
   • 9 replies
   • 3k views
   • 
   • MoJo
   • June 5, 2003

2. Safe Harbor Deadline?

   By Guest W. Blake, June 24, 2005
   • 1 reply
   • 3k views
   • 
   • WDIK
   • June 24, 2005

3. Failed ADP Test - how to correct?

   By Francis, August 30, 2007
   • 6 replies
   • 3k views
   • 
   • Tom Poje
   • September 5, 2007

4. Conditions for Corrective 11g Amendment

   By kgr12, October 14, 2014
   • 2 replies
   • 3k views
   • 
   • kgr12
   • October 14, 2014

5. Reporting of Management Fees on Form 5500

   By metsfan026, May 2, 2022
   • 6 replies
   • 3k views
   • 
   • Nate S
   • May 3, 2022

6. SafeHarbor 401(k) feature

   By MarZDoates, November 5, 2002
   • 15 replies
   • 3k views
   • 
   • 2muchstress
   • November 7, 2002

7. Signing 5500 on behalf of clients

   By austin3515, July 21, 2010
   • 4 replies
   • 3k views
   • 
   • austin3515
   • July 23, 2010

8. Hardship Withdrawal

   By Guest tlemaster, September 2, 2003
   • 12 replies
   • 3k views
   • 
   • Guest
   • September 4, 2003

9. Aduit 401k and MPP combined

   By sdix401k, September 14, 2007
   • 16 replies
   • 3k views
   • 
   • Guest
   • September 26, 2007

10. Referral Fee Paid by New Trustee

    By Brian Haynes, February 22, 2011
    • 13 replies
    • 3k views
    • 
    • Kevin C
    • February 23, 2011

11. Adding Safe Harbor

    By nancy, May 19, 2003
    • 11 replies
    • 3k views
    • 
    • R. Butler
    • May 21, 2003

12. excluding "on-call" pay and hours

    By M Norton, January 21, 2019   

    • exclusions
    • on-call pay
    • 6 replies
    • 3k views
    • 
    • M Norton
    • January 31, 2019

13. Top-paid group elections

    By Guest NiceGuyMike, January 20, 2004
    • 5 replies
    • 3k views
    • 
    • Guest
    • January 20, 2004

14. Non-profit entity and for profit entity--403(b) and 401(k)

    By Guest DLevine, January 13, 2003
    • 6 replies
    • 3k views
    • 
    • jpod
    • January 14, 2003

15. No Highly Compensated Employees in 401(k) Plan?

    By Guest PAM, January 8, 1999
    • 10 replies
    • 3k views
    • 
    • MWeddell
    • January 14, 1999

16. affiliated service group?

    By PensionNewbee, April 26, 2004
    • 11 replies
    • 3k views
    • 
    • PensionNewbee
    • May 6, 2004

17. Capital Accumulation Plan

    By Guest AlyssaC, May 4, 2007
    • 2 replies
    • 3k views
    • 
    • JanetM
    • May 7, 2007

18. Overpayment due to vesting error

    By njkotz28, November 4, 2019   

    • overpayment
    • error correction
    • (and 1 more)

      Tagged with:

      • overpayment
      • error correction
      • vesting
    • 9 replies
    • 3k views
    • 
    • Larry Starr
    • November 7, 2019

19. Islamic Investment Funds

    By rocknrolls2, March 23, 2006
    • 10 replies
    • 3k views
    • 
    • david rigby
    • March 24, 2006

20. Notice Requirements

    By Guest nmyers, June 9, 2009
    • 6 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 10, 2009

21. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun, May 13, 2021
    • 10 replies
    • 3k views
    • 
    • BenefitJack
    • May 17, 2021

22. Merging 2 safe harbor plans mid-year

    By Guest FAQ, June 26, 2012
    • 1 reply
    • 3k views
    • 
    • Tom Poje
    • June 26, 2012

23. 404 deduction limits

    By imchipbrown, November 6, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 8, 1999

24. Late Deferrals and VFCP/Form 5330

    By J. Bringhurst, October 27, 2004
    • 6 replies
    • 3k views
    • 
    • J. Bringhurst
    • November 1, 2004

25. Profit Sharing Plan termination

    By cpc0506, November 11, 2013
    • 10 replies
    • 3k views
    • 
    • mbozek
    • November 16, 2013

26. Terminating from a PEP

    By Keith Lowery, October 23, 2024
    • 13 replies
    • 3k views
    • 
    • PEP-HUB.com
    • October 25, 2024

27. TPA's For Sale

    By Guest Tom McNeill, February 12, 2007
    • 0 replies
    • 3k views
    • 
    • Guest
    • February 12, 2007

28. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 3k views
    • 
    • atypicalguy
    • July 10, 2019

29. One day plan year....

    By fiona1, December 28, 2005
    • 7 replies
    • 3k views
    • 
    • Just Me
    • January 9, 2006

30. Prevailing Wage

    By Tom, October 13, 2022
    • 5 replies
    • 3k views
    • 
    • Tom
    • October 14, 2022

31. May a plan change from “no true-up” to “true-up” for a year already begun?

    By Peter Gulia, November 28, 2017   

    • amendment; retroactive; matching; safe-harbor
    • 5 replies
    • 3k views
    • 
    • Peter Gulia
    • November 28, 2017

32. Allocating Forfeiture Account For Terminated Plan

    By metsfan026, November 17, 2023
    • 6 replies
    • 3k views
    • 
    • Luke Bailey
    • November 21, 2023

33. Spousal Consent

    By 30Rock, August 29, 2011
    • 5 replies
    • 3k views
    • 
    • masteff
    • September 2, 2011

34. Deadline for Ameidning to ADD Safe Harbor

    By austin3515, February 24, 2011
    • 9 replies
    • 3k views
    • 
    • 12AX7
    • February 24, 2011

35. How to answer the 404(c) question answered on the 5500?

    By Guest JimP, September 28, 2000
    • 7 replies
    • 3k views
    • 
    • Guest
    • September 30, 2000

36. Fully Vested Match = QMAC?

    By legort69, January 23, 2019
    • 12 replies
    • 3k views
    • 
    • MWeddell
    • December 6, 2019

37. Participant loan has to be less than 50% of vested balance?

    By Guest Lin, May 8, 2009
    • 8 replies
    • 3k views
    • 
    • J Simmons
    • May 8, 2009

38. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.9k views
    • 
    • Jon Chambers
    • January 12, 2000

39. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 2.9k views
    • 
    • masteff
    • July 29, 2014

40. can ex-employee waive his right to employer contributions in a severance agreement?

    By Gudgergirl, April 7, 2014
    • 10 replies
    • 2.9k views
    • 
    • david rigby
    • April 9, 2014

41. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen, February 12, 2024
    • 5 replies
    • 2.9k views
    • 
    • Peter Gulia
    • February 12, 2024

42. multiple employer plan

    By Guest George Chimento, March 22, 2007
    • 3 replies
    • 2.9k views
    • 
    • spartytax
    • April 28, 2016

43. 401k fund selection - Share class

    By Guest dsw713, April 29, 2010
    • 2 replies
    • 2.9k views
    • 
    • Bird
    • April 30, 2010

44. QDRO - In-service for Top Heavy???

    By Guest tropicgetaway, June 24, 2003
    • 6 replies
    • 2.9k views
    • 
    • g8r
    • March 15, 2004

45. OK to terminate calendar year plan as of today (10/1/03)?

    By chris, October 1, 2003
    • 3 replies
    • 2.9k views
    • 
    • chris
    • October 2, 2003

46. College Tuition 401k Hardship Withdrawal Question

    By College Run, May 1, 2019
    • 2 replies
    • 2.9k views
    • 
    • Pam Shoup
    • May 1, 2019

47. rehired participants and re-entry.

    By Lori H, May 11, 2015
    • 7 replies
    • 2.9k views
    • 
    • ESOP Guy
    • May 12, 2015

48. Must deferrals be stopped if a loan is taken?

    By Guest Miller426, September 14, 2009
    • 24 replies
    • 2.9k views
    • 
    • K2retire
    • September 21, 2009

49. ADP vs. 402g failure - priority?

    By AlbanyConsultant, October 14, 2019
    • 5 replies
    • 2.9k views
    • 
    • MDCPA
    • October 17, 2019

50. Irrevocable Election Not to Participate

    By WhiteWolf17, November 3, 2020
    • 4 replies
    • 2.9k views
    • 
    • Luke Bailey
    • November 4, 2020