401(k) Plans

19,275 topics in this forum

1. First year 401k plan

   By Guest scott34, August 13, 2008
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • August 13, 2008

2. Employee status?

   By k man, March 11, 2002
   • 5 replies
   • 2.3k views
   • 
   • k man
   • March 11, 2002

3. Top Heavy test

   By k man, September 9, 2002
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • September 10, 2002

4. How do you correct an excess deposit to a deferral account?

   By Guest, February 21, 2001
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • February 22, 2001

5. Safe harbor - Employee Contributions

   By PMC, March 16, 2001
   • 6 replies
   • 2.3k views
   • 
   • Richard Anderson
   • April 3, 2001

6. 415 violation correction and excise tax

   By SMB, March 16, 2000
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • March 17, 2000

7. Life insurance investment

   By Dan, November 7, 2006
   • 8 replies
   • 2.3k views
   • 
   • SteveH
   • November 10, 2006

8. 401k Plan / Child Hire

   By BeanCounterBlues, March 10, 2009
   • 6 replies
   • 2.3k views
   • 
   • Jim Chad
   • March 11, 2009

9. 1000 hours requirement waived for disability

   By Guest Tammy2006, January 6, 2006
   • 7 replies
   • 2.3k views
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   • Tom Poje
   • January 6, 2006

10. "Shifting" %'s in ADP/ACP Test

    By Guest LOhmer, December 16, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 25, 1999

11. Top-heavy Minimum / Change from Excluded Class

    By austin3515, March 9, 2015
    • 4 replies
    • 2.3k views
    • 
    • austin3515
    • March 10, 2015

12. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

    By Jilliandiz, October 20, 2003
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • October 20, 2003

13. What's deadline for filing 5500 for a short plan year?

    By MBCarey, September 12, 2003
    • 7 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • September 17, 2003

14. Same Desk Rule

    By Guest SHEILA GRANT, August 2, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2001

15. Auto rollover on plan terminations

    By Guest Do, February 4, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • February 9, 2005

16. Refinancing loan for primary residence

    By Brian Gallagher, September 10, 2004
    • 4 replies
    • 2.3k views
    • 
    • chris
    • September 15, 2004

17. EGTRRA Top Heavy Safe Harbor

    By kocak, August 3, 2001
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • August 1, 2002

18. Plan Year Different from Company Fiscal Year

    By LCARUSI, September 29, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 13, 1999

19. One owner, 2 companies - prorate the $170,000 comp limit?

    By MR, March 23, 2001
    • 10 replies
    • 2.3k views
    • 
    • Everett Moreland
    • March 24, 2001

20. Solo 401(k) and DB Plan

    By AndyH, December 20, 2018
    • 22 replies
    • 2.3k views
    • 
    • jane murray
    • December 29, 2018

21. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • May 18, 2004

22. Military Leave & Loans

    By Guest EdwardF, August 24, 1999
    • 6 replies
    • 2.3k views
    • 
    • Wessex
    • September 1, 1999

23. Blackout Notice Required?

    By Guest bgiles, January 31, 2003
    • 3 replies
    • 2.3k views
    • 
    • four01kman
    • February 3, 2003

24. Control Group Testing Issue

    By Guest jkrad, September 1, 2005
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 9, 2005

25. Residual Received After Plan Termination

    By metsfan026, September 25
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • September 27

26. Plan Terminations

    By Guest lap716, November 20, 2009
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • September 22, 2010

27. Rate of Match - Benefit, Rights and Features

    By SRM, August 9, 2005
    • 3 replies
    • 2.3k views
    • 
    • SRM
    • August 15, 2005

28. Life Insurance Policy in 401(k) Plan

    By Guest michelle02, April 25, 2005
    • 3 replies
    • 2.3k views
    • 
    • mschwechter
    • April 28, 2005

29. Allocation Conditions in SH 401(k) Plan

    By MarZDoates, April 30, 2013
    • 4 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 1, 2013

30. Top Heavy and Safe Harbor

    By coleboy, April 13, 2021
    • 29 replies
    • 2.3k views
    • 
    • Lou S.
    • April 15, 2021

31. Are distributions allowed from a frozen 401(k) Plan?

    By Guest UKH, October 8, 2001
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • October 8, 2001

32. Top 20% HCE

    By Guest ehayes, April 25, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 25, 2003

33. Question for CPA's

    By austin3515, May 2, 2003
    • 18 replies
    • 2.3k views
    • 
    • GBurns
    • May 4, 2003

34. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 18, 2002

35. Hardship Withdrawal due to pandemic

    By sb0828, June 10, 2020
    • 8 replies
    • 2.3k views
    • 
    • Peter Gulia
    • June 11, 2020

36. Corrective Procedures for Late deposit of Deferrals

    By Guest ScottB, March 25, 2003
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • March 27, 2003

37. Attributable Match

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 18, 2002

38. Multiple employer 401(k) plan question

    By bzorc, February 12, 2001
    • 11 replies
    • 2.3k views
    • 
    • Bob R
    • February 16, 2001

39. Incorrect vesting on a death benefit

    By Riley Britton, June 14, 2020
    • 15 replies
    • 2.3k views
    • 
    • Kevin C
    • June 18, 2020

40. One-Time Irrevocable Election

    By Guest JDL, January 24, 2003
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • January 27, 2003

41. 415 and 404

    By Guest RBeck, February 6, 2003
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • February 7, 2003

42. ACP test - last day requirement for match contribution

    By Guest irenes, September 1, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2000

43. Safe harbor amendment deadline

    By Guest jim williams, May 5, 2005
    • 5 replies
    • 2.3k views
    • 
    • WDIK
    • May 6, 2005

44. Hardship Withdrawals and Documentation

    By Guest Benmark, November 20, 2001
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • November 21, 2001

45. 5500 vs. 5500c/r

    By Guest P A Weick, June 11, 1999
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 2, 1999

46. MPPP & 401(k) Plan 415 Limit

    By Guest AdminFL, August 27, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • August 27, 2002

47. No Beneficiary on file

    By Guest benefitsanalyst, January 10, 2003
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • January 13, 2003

48. 5330 - 402g Limit

    By CJS07, September 23, 2008
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • September 23, 2008

49. us citizen working for foreign subsidiary

    By k man, July 30, 2001
    • 3 replies
    • 2.3k views
    • 
    • IRC401
    • August 1, 2001

50. Deemed Distribution for 0% Vested

    By austin3515, March 9, 2005
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 10, 2005