401(k) Plans

19,337 topics in this forum

1. Can Plan Sponsor Reimburse Plan for Fees Paid?

   By JWRB, June 1, 2017
   • 5 replies
   • 2.8k views
   • 
   • QDROphile
   • June 2, 2017

2. Esops And Lesops. - What Risk Do Fiduciaries Have??

   By fidu, February 5, 2002
   • 15 replies
   • 2.8k views
   • 
   • mbozek
   • February 27, 2002

3. 415 and other limits

   By Guest Tesla, January 10, 2013
   • 8 replies
   • 2.8k views
   • 
   • BG5150
   • January 11, 2013

4. 402h notice - sample

   By Guest A. Rostosky, December 28, 2000
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • December 28, 2000

5. LTPT and Per Diem Employees

   By Coleboy1, November 16, 2023
   • 10 replies
   • 2.8k views
   • 
   • Peter Gulia
   • March 3, 2025

6. My employer terminated our 401(k) plan and transferred our assets to a

   By Guest chrismichelle, May 25, 2000
   • 5 replies
   • 2.8k views
   • 
   • Bill Berke
   • June 2, 2000

7. Coverage-After Tax and Match

   By justatester, August 27, 2008
   • 16 replies
   • 2.8k views
   • 
   • BG5150
   • August 29, 2008

8. Beneficiary Problem

   By Guest snmhanson, May 7, 2014
   • 5 replies
   • 2.8k views
   • 
   • My 2 cents
   • May 8, 2014

9. Can a QACA Provide for Permissible Withdrawals?

   By rocknrolls2, December 4, 2007
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • January 16, 2008

10. 872-H

    By austin3515, March 27, 2014
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • March 27, 2014

11. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.8k views
    • 
    • bmore1147
    • June 9, 2020

12. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 2.8k views
    • 
    • Mike Preston
    • January 19, 2017

13. Mid-Year Termination of Safe Harbor 401(k) Plan

    By Guest renhark, November 23, 2005
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 23, 2005

14. Severance pay

    By Guest RJF, March 28, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • April 10, 2006

15. Safe Harbor Match Cont Count Towards Gateway

    By sdix401k, January 18, 2007
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • January 19, 2007

16. Limited Scope Audits

    By Guest Taxman, June 13, 2003
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • June 21, 2003

17. Options for HCEs

    By Guest Curiousgeorge, September 10, 2013
    • 8 replies
    • 2.8k views
    • 
    • GMK
    • September 10, 2013

18. Participant Disclosure Requirements

    By Guest JMN, November 11, 2011
    • 10 replies
    • 2.8k views
    • 
    • ERISA1
    • January 12, 2012

19. Eligible Employee Omitted from 401(k). How do we fix the lost deferra

    By Guest TrustMe401k, August 8, 2000
    • 3 replies
    • 2.8k views
    • 
    • KJohnson
    • August 18, 2000

20. Increasing participation of foreign nationals in 401(k) plans

    By Guest llerner, November 26, 1998
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • December 5, 1998

21. Not withholding deferrals

    By Guest cconnell, January 19, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 19, 2007

22. Can QMACs count toward the gateway?

    By Guest Dave Peckham, April 5, 2006
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • April 6, 2006

23. Benefit Statements - PPA

    By PMC, November 6, 2006
    • 5 replies
    • 2.8k views
    • 
    • Bird
    • November 7, 2006

24. 401k Loan

    By Guest jousty, November 25, 2002
    • 5 replies
    • 2.8k views
    • 
    • E as in ERISA
    • November 26, 2002

25. Free 5500 Database

    By Guest GGSMS, November 3, 2006
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 3, 2006

26. Tax reporting of refunded contributions

    By GBurns, May 23, 2002
    • 10 replies
    • 2.8k views
    • 
    • pjkoehler
    • May 31, 2002

27. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard, August 10, 2000
    • 6 replies
    • 2.8k views
    • 
    • KIP KRAUS
    • August 11, 2000

28. dual eligibility and top heavy

    By Guest richard j. decock, December 18, 2001
    • 4 replies
    • 2.8k views
    • 
    • Tom Poje
    • December 20, 2001

29. Increasing Loan Interest Rate

    By austin3515, March 6, 2015
    • 15 replies
    • 2.8k views
    • 
    • GMK
    • March 9, 2015

30. ADP refund deadline

    By Guest Lex, February 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2003

31. How many § 401(a)-(k) plans cover no employee?

    By Peter Gulia, June 12, 2022
    • 17 replies
    • 2.8k views
    • 
    • chc93
    • June 17, 2022

32. Funding of a SH Match True Up

    By justatester, December 29, 2020
    • 9 replies
    • 2.8k views
    • 
    • pmacduff
    • December 29, 2020

33. prefunding of profit sharing

    By wsp, March 2, 2007
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • March 2, 2007

34. b 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO, September 14, 2023   

    • i
    • 3 replies
    • 2.8k views
    • 
    • Terry Power
    • September 20, 2023

35. Nondiscrimination testing

    By holdco, October 1, 2012
    • 3 replies
    • 2.8k views
    • 
    • Mike Preston
    • October 1, 2012

36. Simple 401(k)-exclusive plan requirement

    By AndyH, April 5, 2001
    • 9 replies
    • 2.8k views
    • 
    • Appleby
    • April 9, 2001

37. Permissible to reduce profit sharing contribution allocation by matchi

    By John A, March 13, 2002
    • 10 replies
    • 2.7k views
    • 
    • Greg Judd
    • March 21, 2002

38. ADP test fails, refund, and subsequent deferral limits

    By Belgarath, November 18, 2005
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • November 22, 2005

39. Commissions paid to owner of LLC filing as S Corp

    By legort69, May 5, 2021
    • 12 replies
    • 2.7k views
    • 
    • tom ford
    • May 28, 2024

40. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.7k views
    • 
    • RatherBeGolfing
    • March 20, 2020

41. Targeted QNECs

    By Guest philc, June 15, 2005
    • 6 replies
    • 2.7k views
    • 
    • E as in ERISA
    • June 16, 2005

42. Match Calculation - Who is responsible?

    By katie58, September 6, 2018
    • 16 replies
    • 2.7k views
    • 
    • ARPC
    • September 11, 2018

43. This is a difficult 401(k) plan

    By SteveH, September 19, 2006
    • 15 replies
    • 2.7k views
    • 
    • BG5150
    • September 26, 2006

44. Late Contributions

    By Guest moorhan, September 5, 2001
    • 8 replies
    • 2.7k views
    • 
    • R. Butler
    • September 5, 2001

45. Merger of MPPP into PS plan and GUST amendments

    By Guest Diane DuFresne, September 17, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 23, 2001

46. Controlled Groups and the Transition Rule

    By justatester, September 23, 2009
    • 8 replies
    • 2.7k views
    • 
    • justatester
    • September 24, 2009

47. Successor Plan Rules

    By ARPC, September 11, 2018   

    • new plan
    • termination
    • (and 1 more)

      Tagged with:

      • new plan
      • termination
      • bankruptcy
    • 8 replies
    • 2.7k views
    • 
    • Luke Bailey
    • September 13, 2018

48. Company Match taxable ?

    By Guest tkraynak, November 21, 2000
    • 9 replies
    • 2.7k views
    • 
    • IRC401
    • November 25, 2000

49. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 1, 2007

50. Plan year-end change - notification to participants

    By Guest Achilles, November 19, 2002
    • 11 replies
    • 2.7k views
    • 
    • KJohnson
    • November 19, 2003