401(k) Plans

19,320 topics in this forum

1. 5500 vs. 5500c/r

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

2. One-Time Irrevocable Election

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

3. 415 Comp vs. Comp used to determine contribution

   By Guest Hartnett123, February 2, 2004
   • 6 replies
   • 2.3k views
   • 
   • jaemmons
   • February 2, 2004

4. 415 and 404

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

5. Excess refunds of excess deferrals

   By Guest Iwonder, December 22, 2005
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • December 22, 2005

6. ACP test - last day requirement for match contribution

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

7. Earnings Allocation - Late Deposits

   By WesleyT, August 5, 2008
   • 4 replies
   • 2.3k views
   • 
   • Bird
   • August 6, 2008

8. MPPP & 401(k) Plan 415 Limit

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

9. $5,000 Force-out

   By Guest koolkidd, August 26, 2003
   • 5 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • August 26, 2003

10. Payroll Administrator Forgot to deduct loan payments

    By Guest justbetmd, April 25, 2006
    • 3 replies
    • 2.3k views
    • 
    • stephen
    • April 26, 2006

11. Safe Harbor Plan

    By Guest mdcb, October 28, 2009
    • 14 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 5, 2009

12. payroll service messes up deferral calculation

    By K2retire, February 9, 2011
    • 9 replies
    • 2.3k views
    • 
    • MARYMM
    • February 11, 2011

13. Former Key Employee question

    By BG5150, November 29, 2006
    • 1 reply
    • 2.3k views
    • 
    • stephen
    • November 29, 2006

14. Plan Termination?

    By wsp, October 4, 2006
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • October 6, 2006

15. flex credits contributed to 401(k)

    By Guest penfirn, October 27, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 30, 1998

16. CARES Act Loan Suspension

    By austin3515, November 6, 2020
    • 13 replies
    • 2.3k views
    • 
    • Luke Bailey
    • November 9, 2020

17. ACP Refund Due Right After In-Service

    By austin3515, June 7, 2019
    • 18 replies
    • 2.3k views
    • 
    • loserson
    • June 11, 2019

18. 401k administration fees

    By Guest Mark Porter, August 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • actuarysmith
    • August 13, 2001

19. Forming a Multiple Emloyer Plan

    By Guest djw, September 21, 2006
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • September 21, 2006

20. Transfer/Rollover II

    By Guest Redchip, August 20, 1999
    • 8 replies
    • 2.3k views
    • 
    • jlf
    • August 30, 1999

21. The Effect of Social Security Wage Base on the Decision to Maximize El

    By Guest CAROLINE, March 14, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2002

22. Loan Default

    By nancy, October 14, 1998
    • 9 replies
    • 2.3k views
    • 
    • LCARUSI
    • November 5, 1998

23. W-2 compensation, but no hours

    By Guest mmc, September 9, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • September 12, 2005

24. Owner wants $$$

    By Guest phyphy, June 18, 2004
    • 11 replies
    • 2.3k views
    • 
    • mbozek
    • June 29, 2004

25. Non Qualified contributions tied into a 401(k) plan

    By Guest jbender, April 26, 1999
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 6, 1999

26. SH plan - late notice

    By M Norton, December 2, 2009
    • 15 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 3, 2009

27. HCE and union member

    By lexi, May 14, 2007
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • May 14, 2007

28. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

29. Spousal Consent

    By Guest Chuck118, June 17, 2013
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • June 21, 2013

30. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ, January 26, 2021
    • 10 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 28, 2021

31. Anybody using FT William for plan administration?

    By M Norton, June 10, 2014   

    • ftwilliam
    • 10 replies
    • 2.3k views
    • 
    • M Norton
    • June 12, 2014

32. Failed to make contributions

    By Guest Ed Walker, February 5, 2004
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2004

33. company wants to add LLC to current 401(k)

    By Lori H, December 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • K2retire
    • December 19, 2008

34. How do we roll over 401(k) plans for new employees?

    By Guest Hayliebunny, December 3, 2003
    • 10 replies
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

35. ERISA §404(c) and Employer Securities

    By Guest cjk, September 16, 2002
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • September 17, 2002

36. Question on W2 Box 13

    By khn, January 8, 2014
    • 6 replies
    • 2.3k views
    • 
    • Flyboyjohn
    • January 9, 2014

37. Trying to exclude seasonal employees

    By PMC, September 21, 2006
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • September 21, 2006

38. Maxing 402(g) Limit Early in Year

    By Guest kjk, March 29, 2002
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • April 2, 2002

39. How to fix this mess?

    By Guest Zephyr, July 15, 2009
    • 11 replies
    • 2.3k views
    • 
    • K2retire
    • July 21, 2009

40. Freezing a definined contribution plan

    By 30Rock, November 29, 2012
    • 2 replies
    • 2.3k views
    • 
    • 30Rock
    • November 29, 2012

41. ADP Test and Statutory Exclusions

    By Guest Richard Scheer, April 7, 2000
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • April 10, 2000

42. How much authority does a bankruptcy trustee have?

    By Kimberly S, November 13, 2007
    • 5 replies
    • 2.3k views
    • 
    • Peter Gulia
    • November 15, 2007

43. I have a client whose business is being (or has been) taken over as an asset purchase.

    By Guest jhilliard, September 13, 2004
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 16, 2004

44. Employee rehired as part time

    By Guest coconut695, November 16, 2012
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • November 16, 2012

45. Definition of "successor plan" as mentioned in Notice 98-52

    By chris, March 11, 2004
    • 3 replies
    • 2.3k views
    • 
    • k man
    • March 12, 2004

46. Multiple 401(k) plans maximum deferral

    By Guest mopar, June 22, 2004
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • June 22, 2004

47. Roll out, pay tax, roll back in?

    By Lori H, March 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • rcline46
    • March 5, 2008

48. Termination of Safe Harbor 401(k)

    By k man, March 5, 2007
    • 8 replies
    • 2.3k views
    • 
    • Jim Chad
    • March 9, 2007

49. Corrected 1099-R

    By austin3515, July 21, 2016
    • 17 replies
    • 2.3k views
    • 
    • austin3515
    • July 22, 2016

50. sole proprietor/partnership 401(k) Plan

    By Guest tajcc, December 19, 2006
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • December 21, 2006