401(k) Plans

19,275 topics in this forum

1. 401(k) - Loan Default

   By waid10, October 20, 2009
   • 4 replies
   • 2.5k views
   • 
   • masteff
   • October 21, 2009

2. Treas.Reg. 1.410(b)-5(d)(3)(ii)

   By Guest Paula G., July 19, 2006
   • 2 replies
   • 2.5k views
   • 
   • Tom Poje
   • July 24, 2006

3. Solo 401 and Simple - Controlled Group Questions

   By Guest xi9001, April 28, 2010
   • 7 replies
   • 2.5k views
   • 
   • austin3515
   • April 30, 2010

4. 415 Excess Contribution with Employee Deferrals

   By TPA Bob, March 31, 2017
   • 10 replies
   • 2.5k views
   • 
   • imchipbrown
   • January 25, 2018

5. TOP HEAVY PLAN IN-SERVICE DISTRIBUTION

   By Guest ROB VIDOVICH, April 9, 2003
   • 5 replies
   • 2.5k views
   • 
   • Brian Gallagher
   • April 10, 2003

6. Safe Harbor Design

   By mming, August 20, 2001
   • 8 replies
   • 2.5k views
   • 
   • Tom Poje
   • August 23, 2001

7. EACA with Automatic Escalator

   By ErisaGooroo, July 5, 2018   

   • covered employee
   • eaca
   • (and 1 more)

     Tagged with:

     • covered employee
     • eaca
     • uniformity
   • 7 replies
   • 2.5k views
   • 
   • pmacduff
   • April 23, 2019

8. Make Whole Payment to HCE for Tax on Excess Contributions?

   By casey72, December 13, 2017
   • 22 replies
   • 2.5k views
   • 
   • jpod
   • December 27, 2017

9. Benefit Statements – DOL website

   By blue, December 13, 2006
   • 3 replies
   • 2.5k views
   • 
   • Belgarath
   • December 14, 2006

10. Including Nanny on Payroll of S Corp, Exclude from 401(k)?

    By matthny, February 28, 2019
    • 5 replies
    • 2.5k views
    • 
    • Bill Presson
    • March 5, 2019

11. Plan assets as collateral

    By Guest TrustMe401k, February 5, 2014
    • 6 replies
    • 2.5k views
    • 
    • Bill Presson
    • February 6, 2014

12. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

    By Guest CMSP, October 11, 2005
    • 9 replies
    • 2.5k views
    • 
    • Locust
    • March 24, 2006

13. 414(s) Testing - ADP/ACP test purposes

    By Guest jae3207, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • November 11, 2005

14. skipped as opposed to missed deferrals

    By pmacduff, August 11, 2016
    • 9 replies
    • 2.5k views
    • 
    • K-t-F
    • September 30, 2016

15. Prototype with Non-Prototype Amendments?

    By Guest Michelle W, December 15, 2006
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • December 27, 2006

16. alternatives to Relius Administration

    By Guest Thomas@GDS, August 10, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 10, 2006

17. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.5k views
    • 
    • LisaS
    • July 26, 2019

18. Permissive aggregation for coverage

    By fiona1, June 7, 2010
    • 1 reply
    • 2.5k views
    • 
    • Mike Preston
    • June 8, 2010

19. Spin-off from Multiple Employer Plan

    By QNPG, August 29, 2012
    • 1 reply
    • 2.5k views
    • 
    • 12AX7
    • September 2, 2012

20. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • April 5, 2019

21. principal residence loan term

    By Guest terid, August 16, 2002
    • 6 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • August 18, 2002

22. How To Handle RMD for Non-Owner who Terminated and was rehired part-time

    By Dawn Marlar, November 11, 2021
    • 7 replies
    • 2.5k views
    • 
    • Dawn Marlar
    • November 16, 2021

23. Mechanics of USERRA make up contributions.

    By Guest Jose Rosario, June 4, 2002
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 5, 2002

24. Benchmarking - Waiting Period for 401(k) Plans

    By Guest AnnB, October 30, 1998
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • November 5, 1998

25. Safe harbor contribution for non-equity partner

    By Guest Hnicolas, March 28, 2014
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2014

26. failure to stop withholding

    By WCC, September 18, 2017
    • 14 replies
    • 2.5k views
    • 
    • TPAJake
    • September 22, 2017

27. Failure to Timely Remit Salary Deferrals to Plan

    By Guest Sheila S, February 9, 2000
    • 6 replies
    • 2.5k views
    • 
    • imchipbrown
    • February 11, 2000

28. Employee was non-union and now union employee

    By DDB BN, February 19, 2020
    • 4 replies
    • 2.5k views
    • 
    • Larry Starr
    • February 19, 2020

29. Allowable Plan Expenses

    By Guest slrogers, March 31, 2005
    • 5 replies
    • 2.5k views
    • 
    • R. Butler
    • April 1, 2005

30. URGENT! New Safe Harbor Plan Establishment Deadline

    By Guest bariww, September 30, 2008
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • September 30, 2008

31. Off Calendar Year Catch-Up

    By §#$%!, January 19, 2006
    • 4 replies
    • 2.4k views
    • 
    • §#$%!
    • January 20, 2006

32. HELP! - 401(k) Coverage Test

    By Doghouse, September 6, 2009
    • 3 replies
    • 2.4k views
    • 
    • Doghouse
    • September 8, 2009

33. Amending profit-sharing component

    By Guest JPIngold, October 8, 2014
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 9, 2014

34. PPA Vesting Notice Requirement

    By BeanCounterBlues, December 4, 2006
    • 5 replies
    • 2.4k views
    • 
    • BeanCounterBlues
    • December 5, 2006

35. EPCRS Correction / Loan Default

    By austin3515, March 21, 2017
    • 15 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 23, 2017

36. Who should sign the Form 5500? Trustee changed after year-end.

    By 401king, July 9, 2018
    • 6 replies
    • 2.4k views
    • 
    • Madison71
    • July 9, 2018

37. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 15, 2010

38. Coverage Testing on Match Contributions

    By Guest Toni Jo, June 10, 2003
    • 5 replies
    • 2.4k views
    • 
    • MWeddell
    • June 13, 2003

39. 401k Exchange BBB Revoked

    By Guest 401K Adviser, December 16, 2011
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 20, 2011

40. An employee cashes out of 401k, but never cashes his check -how does P

    By Guest sgriff, September 5, 2000
    • 2 replies
    • 2.4k views
    • 
    • Richard Anderson
    • September 5, 2000

41. 401K Hardship Withdrawls

    By Guest caddy1950, August 16, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • August 20, 2001

42. Loans vs. Hardship (or both)

    By Guest PAINPA, April 1, 2005
    • 10 replies
    • 2.4k views
    • 
    • E as in ERISA
    • April 1, 2005

43. QNEC in testing

    By tpyle, May 22, 2019
    • 2 replies
    • 2.4k views
    • 
    • justanotheradmin
    • May 22, 2019

44. Insufficient Funds for Deferral Amount

    By Guest blackacre, June 26, 2003
    • 5 replies
    • 2.4k views
    • 
    • E as in ERISA
    • June 26, 2003

45. 401k Loan -No Payments Ever Made

    By goldtpa, October 25, 2006
    • 7 replies
    • 2.4k views
    • 
    • austin3515
    • November 4, 2006

46. Is payroll end plan-year considered "calendar-year"?

    By Guest nmendicott, May 18, 2010
    • 8 replies
    • 2.4k views
    • 
    • david rigby
    • May 18, 2010

47. Locating a lost participant with money in a terminating 401(K) Plan

    By Guest jkrad, January 5, 2004
    • 12 replies
    • 2.4k views
    • 
    • Harwood
    • January 7, 2004

48. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 25, 2004

49. Top-heavy contribution and 410(b) test

    By alexa, January 23, 2003
    • 2 replies
    • 2.4k views
    • 
    • kocak
    • January 27, 2003

50. Participant Fee Disclosures

    By austin3515, August 16, 2011
    • 10 replies
    • 2.4k views
    • 
    • austin3515
    • August 18, 2011