401(k) Plans

19,275 topics in this forum

1. Amend Plan Entry Dates

   By austin3515, December 16, 2014
   • 8 replies
   • 2.3k views
   • 
   • austin3515
   • December 16, 2014

2. IRS Determination Letter

   By Guest Emiliano, May 23, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • May 23, 2000

3. Distribution Fees

   By Guest Midas, June 9, 2005
   • 6 replies
   • 2.3k views
   • 
   • david rigby
   • June 16, 2005

4. Sponsor left a MEP

   By CLE401kGuy, July 31, 2019
   • 4 replies
   • 2.3k views
   • 
   • MSN
   • August 2, 2019

5. TPA Going out of Business

   By Guest Admin, December 21, 2001
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • December 22, 2001

6. Requirement of Excess Deferral distributed from deferral source?

   By Guest andmik, February 28, 2001
   • 8 replies
   • 2.3k views
   • 
   • R. Butler
   • December 7, 2001

7. 5500 audit report--short year exception

   By Guest m thom, December 3, 1999
   • 2 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • December 9, 1999

8. Past Service

   By k man, February 26, 2008
   • 8 replies
   • 2.3k views
   • 
   • Mike Preston
   • February 27, 2008

9. Surviving Spouse Beneficiary

   By Guest TimO, May 22, 2003
   • 9 replies
   • 2.3k views
   • 
   • 401_noob
   • August 15, 2018

10. Front-loading 3% Safe Harbor Contribution

    By chris, September 6, 2005
    • 7 replies
    • 2.3k views
    • 
    • chris
    • September 7, 2005

11. 401k plan recordkeeping, etc.

    By Gary, July 6, 2007
    • 2 replies
    • 2.3k views
    • 
    • austin3515
    • July 8, 2007

12. Testing compensation

    By jaemmons, March 31, 2005
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2005

13. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove, August 29, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 31, 2000

14. Excluded Class Employee works 1000 hours - What next?

    By CNB CONSULTING, September 13, 2023
    • 4 replies
    • 2.3k views
    • 
    • CNB CONSULTING
    • September 15, 2023

15. Active Particpant in 401k wants to Roll over his IRA into plan to avoid RMD

    By PainPA, March 17, 2010
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • March 17, 2010

16. Safe Harbor 401(k) & Excluded Compensation

    By buckaroo, January 18, 2006
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • January 18, 2006

17. Plan vs Settlor Expenses

    By Guest meggie, September 11, 2003
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • September 13, 2003

18. Top 20% HCE group - can a change be made to use it?

    By Guest A. Rostosky, February 28, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • March 2, 2001

19. Merger/Acquisitions

    By Nassau, October 12, 2012
    • 2 replies
    • 2.3k views
    • 
    • Tom Poje
    • October 26, 2012

20. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy, March 25, 2024
    • 1 reply
    • 2.3k views
    • 
    • CuseFan
    • March 25, 2024

21. SAR

    By Guest Juracek, February 9, 2000
    • 12 replies
    • 2.3k views
    • 
    • imchipbrown
    • February 18, 2000

22. US Virgin Islands

    By Scuba 401, May 1, 2017
    • 3 replies
    • 2.3k views
    • 
    • Doghouse
    • May 1, 2017

23. Safe Harbor Participant

    By Stash026, April 2, 2015
    • 13 replies
    • 2.3k views
    • 
    • cheersmate
    • July 8, 2015

24. ACP Refund Due Right After In-Service

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

25. Top Heavy Contribution

    By MBCarey, July 24, 2003
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • July 24, 2003

26. Life Insurance and loans

    By artvandelay3, June 24, 2015
    • 7 replies
    • 2.3k views
    • 
    • PJF414
    • October 26, 2015

27. Parnter Forfeits

    By austin3515, May 12, 2008
    • 9 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2008

28. LLC and PEO - will it work?

    By Guest mickiemurphy, July 24, 2006
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 27, 2006

29. Reversing a loan payment

    By Guest mkelly, July 26, 2002
    • 4 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • July 30, 2002

30. 401(a)(17) and match per pay period

    By KJohnson, July 15, 2010
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2010

31. one employee in two unrelated employers plans.

    By Moe Howard, February 9, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • February 12, 2004

32. Top-Heavy Plan

    By ac, March 7, 2013
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • April 22, 2013

33. Plan Expenses

    By Guest Ralph, July 26, 2001
    • 6 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • July 31, 2001

34. Late deposit of 2004 deferrals were done in early 2005, do we need to file two 5330's?

    By Beltane, July 19, 2005
    • 11 replies
    • 2.3k views
    • 
    • austin3515
    • July 26, 2005

35. Discretionary Match

    By DP, August 13, 2003
    • 11 replies
    • 2.3k views
    • 
    • DP
    • August 15, 2003

36. Changing Retirement Plan to a Safe Harbor Plan

    By bpenfold, December 11, 2019   

    • safe habor
    • amendment
    • (and 2 more)

      Tagged with:

      • safe habor
      • amendment
      • change notice
      • late
    • 17 replies
    • 2.3k views
    • 
    • Bird
    • December 16, 2019

37. Davis Bacon and general testing

    By gregburst, October 24, 2013
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • October 24, 2013

38. ERISA Exposure for Issuing Beneficiary Form?

    By pog, August 3, 2015
    • 11 replies
    • 2.3k views
    • 
    • ESOP Guy
    • August 4, 2015

39. 401(k) contributions and FICA

    By Santo Gold, November 22, 2004
    • 3 replies
    • 2.3k views
    • 
    • wmyer
    • November 22, 2004

40. Installments and Rehires

    By Guest Mel Kiper Jr., May 16, 2011
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • May 17, 2011

41. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna, November 1, 2019   

    • distribution
    • overpayment
    • 14 replies
    • 2.3k views
    • 
    • Bird
    • September 16, 2020

42. Early inclusion in the plan

    By JPIngold, September 17, 2019
    • 11 replies
    • 2.3k views
    • 
    • JPIngold
    • September 23, 2019

43. CARES Act Loan Suspension

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

44. Incorrect Deferral Percentage Correction

    By heygents, July 19, 2016
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • July 20, 2016

45. 401k in 1999

    By Guest SPiwowar, November 6, 1998
    • 1 reply
    • 2.3k views
    • 
    • LCARUSI
    • November 6, 1998

46. vesting due to "reduction in force"

    By k man, May 12, 2000
    • 4 replies
    • 2.3k views
    • 
    • k man
    • May 12, 2000

47. GUST / EGTRRA Amendments - new to this and need a straight answer.

    By Guest tintree73, December 12, 2002
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 12, 2003

48. Voluntary Deemed Loan

    By Guest NGG53, March 28, 2011
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • March 31, 2011

49. Leased Employees Excluded from Safe Harbor 401(k) Plan?

    By Guest SCUDDESLER, October 11, 2004
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 11, 2004

50. Peo with a 401(k) question

    By abanky, July 16, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2002