401(k) Plans

19,275 topics in this forum

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

   By legort69, May 5, 2021
   • 12 replies
   • 2.4k views
   • 
   • tom ford
   • May 28, 2024

2. Does a participant have a claim for getting what he asked for?

   By Peter Gulia, July 31, 2017   

   • erisa; fiduciary; claims; litigation
   • 40 replies
   • 2.4k views
   • 
   • RatherBeGolfing
   • August 3, 2017

3. Not-for-profit controlled group?

   By Guest jim williams, October 22, 2004
   • 2 replies
   • 2.4k views
   • 
   • GBurns
   • October 23, 2004

4. 401k plan - annual Comp limits

   By alexa, October 23, 2020
   • 10 replies
   • 2.4k views
   • 
   • Bird
   • October 26, 2020

5. Qpam

   By fidu, May 16, 2002
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • May 23, 2002

6. Control Groups: adopting employer vs non-adopting

   By doombuggy, October 19, 2011
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • October 20, 2011

7. 401k rollover to spousal IRA

   By t.haley, August 27, 2015
   • 3 replies
   • 2.4k views
   • 
   • Mike Preston
   • August 28, 2015

8. Forfeiture Accounts included in Top Heavy Tests?

   By Guest Renea, September 12, 2000
   • 1 reply
   • 2.4k views
   • 
   • david rigby
   • September 12, 2000

9. Safe Harbor Plan--What testing is needed?

   By sloble@crowleyfleck.com, May 25, 2004
   • 8 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

10. Change in Plan Sponsor?

    By Guest moltengater, October 7, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 8, 2005

11. Preparing for DOL Audit-expenses

    By Guest Richard Tennenbaum, January 25, 2006
    • 11 replies
    • 2.4k views
    • 
    • GBurns
    • February 9, 2006

12. Multiple Employer Plan

    By Guest texasactuary, September 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 10, 2004

13. Payment of Death Benefits to Foreign National

    By Guest Cliff Langwith, December 27, 2005
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 28, 2005

14. Mid Year Non-discrimination Testing

    By Guest JBDixon, June 29, 1999
    • 2 replies
    • 2.4k views
    • 
    • Fredman
    • June 30, 1999

15. Calendar Year Election

    By k man, February 27, 2002
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • March 1, 2002

16. 401(k) Matching Formula

    By Guest boetgerinc, January 18, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • December 18, 2000

17. One year only window for in-service distributions

    By J Simmons, January 17, 2010
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 16, 2010

18. How is ADP test w/ statutory exclusions administered?

    By Guest PLHart, March 23, 2001
    • 6 replies
    • 2.4k views
    • 
    • KJohnson
    • March 27, 2001

19. March 15th Deadline

    By justatester, January 9, 2009
    • 3 replies
    • 2.4k views
    • 
    • BG5150
    • January 9, 2009

20. Short Plan Year 415 Limitation

    By Guest NPS Darren, January 20, 2010
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 21, 2010

21. What are the 401(k) participant statement reporting requirements?

    By pbarrett, March 13, 2003
    • 4 replies
    • 2.4k views
    • 
    • BFree
    • March 13, 2003

22. 414(q)(1)(B) HCE definition over time

    By Guest gkaley, September 16, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 17, 2002

23. Failure to Deposit Deferrals...sort of

    By Archimage, February 16, 2006
    • 12 replies
    • 2.4k views
    • 
    • GBurns
    • February 19, 2006

24. Correcting 410(b) failure in controlled group

    By Floridaattorney, November 29, 2013
    • 2 replies
    • 2.4k views
    • 
    • Floridaattorney
    • December 2, 2013

25. Safe Harbor "Wait and See"

    By Guest DTromb, December 5, 2005
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 6, 2005

26. QNEC for Missed Deferral and 402(g) Limit

    By EBECatty, May 13, 2021
    • 4 replies
    • 2.4k views
    • 
    • casey72
    • May 17, 2021

27. EACA - Increase Default Percentage

    By Gilmore, March 25, 2021
    • 6 replies
    • 2.4k views
    • 
    • Gilmore
    • April 1, 2021

28. IRC 6621 rate for late deposits

    By Bird, March 30, 2005
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • March 31, 2005

29. short plan year and entry dates

    By Guest mk2308, August 25, 2004
    • 6 replies
    • 2.4k views
    • 
    • rcline46
    • August 26, 2004

30. Amending a Safe Harbor Plan

    By austin3515, November 8, 2011
    • 18 replies
    • 2.4k views
    • 
    • austin3515
    • November 22, 2011

31. Safe harbor nonelective

    By Belgarath, March 25, 2011
    • 11 replies
    • 2.4k views
    • 
    • Earl
    • March 31, 2011

32. Easy Plan Term / 5310 Question

    By fiona1, May 2, 2006
    • 9 replies
    • 2.4k views
    • 
    • namealreadyinuse
    • May 9, 2006

33. Late EE deposits

    By Guest LTurner, July 11, 2003
    • 7 replies
    • 2.4k views
    • 
    • VTPension
    • July 16, 2003

34. Multi-Member LLC Compensation

    By Guest Pat of RPC, December 16, 2010
    • 1 reply
    • 2.4k views
    • 
    • Bird
    • December 16, 2010

35. Minor child as beneficiary?

    By Guest Michael Anderson, April 4, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

36. Catch-Up

    By Guest moltengater, May 19, 2006
    • 10 replies
    • 2.4k views
    • 
    • Leopurrd
    • May 22, 2006

37. 401(k) Permissible For Foreign Embassy?

    By Guest Hedwig, March 17, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 23, 2004

38. Force out protocol/lost participants

    By Pixie, October 26, 2015   

    • force out
    • lost participant
    • 3 replies
    • 2.4k views
    • 
    • BG5150
    • October 26, 2015

39. 401(k) Safe Harbor Plan and Participating Employer

    By LMOC, January 23, 2015
    • 6 replies
    • 2.4k views
    • 
    • LMOC
    • February 16, 2015

40. When to use component plan testing

    By austin3515, February 12, 2011
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • February 14, 2011

41. How do you compute vesting when service crediting method and computati

    By Guest mo again, April 20, 2001
    • 2 replies
    • 2.4k views
    • 
    • Alf
    • April 23, 2001

42. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 28, 2001
    • 3 replies
    • 2.4k views
    • 
    • M R Bernardin
    • January 30, 2001

43. Auto Enrollment

    By Guest WWPDRC, September 22, 2006
    • 3 replies
    • 2.4k views
    • 
    • PLAN MAN
    • November 14, 2006

44. Retroactive amendment to loosen eligibility

    By EBECatty, May 19, 2022
    • 7 replies
    • 2.4k views
    • 
    • Bri
    • May 23, 2022

45. OCPP

    By ERISA1, July 24, 2008
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 25, 2008

46. Top Heavy Test and 3% Safe Harbor Plan

    By sloble@crowleyfleck.com, July 7, 2004
    • 9 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • July 13, 2004

47. Too Creative Design?

    By Jed Macy, November 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • MWeddell
    • November 23, 2001

48. 415 Limit

    By Guest Laura12345, December 2, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 4, 2002

49. Catch-up Contribution/Plan Imposed Limitation

    By Guest John Comelately, December 21, 2006
    • 9 replies
    • 2.4k views
    • 
    • Mike Preston
    • December 23, 2006

50. hardship distribution

    By k man, August 9, 2000
    • 7 replies
    • 2.4k views
    • 
    • KIP KRAUS
    • August 15, 2000