401(k) Plans

19,275 topics in this forum

1. QACA changes

   By K2retire, January 24, 2011
   • 4 replies
   • 2k views
   • 
   • K2retire
   • January 29, 2011

2. IRS Notice 98-1 and 3% NHCE Percentage for PY

   By Guest Edward McElroy, November 9, 1998
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 13, 1998

3. removal of excess annual additions

   By Brian Gallagher, October 30, 2002
   • 5 replies
   • 2k views
   • 
   • Brian Gallagher
   • October 31, 2002

4. Leaving a PEP

   By Nic Pospiech, October 26, 2023
   • 2 replies
   • 2k views
   • 
   • CuseFan
   • October 26, 2023

5. Lost Participant-No longer in the country

   By Guest knightkj, August 16, 2002
   • 10 replies
   • 2k views
   • 
   • david rigby
   • August 23, 2002

6. Document Question

   By Guest MCarey1, July 16, 2004
   • 5 replies
   • 2k views
   • 
   • g8r
   • July 20, 2004

7. Fiduciary Liability question

   By FJR, February 5, 2002
   • 4 replies
   • 2k views
   • 
   • Erik Read
   • February 7, 2002

8. New Plan Salary Deferral Timeline

   By AdKu, December 10, 2015   

   • New Plan Salary Deferral Time
   • 13 replies
   • 2k views
   • 
   • AdKu
   • December 15, 2015

9. Brain cramp - non statutory excluded class and ADP

   By mwyatt, June 16, 2004
   • 6 replies
   • 2k views
   • 
   • Tom Poje
   • June 17, 2004

10. Hardships

    By Jilliandiz, October 19, 2005
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 19, 2005

11. Top-Heavy test and After-Tax Contributions

    By artvandelay3, October 5, 2016
    • 3 replies
    • 2k views
    • 
    • BG5150
    • October 5, 2016

12. Forfeitures to reduce er contributions - QNECS and S/H NECs

    By MarZDoates, November 12, 2010
    • 4 replies
    • 2k views
    • 
    • MarZDoates
    • November 17, 2010

13. 414s Comp and ADP/ACP Tests

    By zimbo, March 9, 2009
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • March 12, 2009

14. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2k views
    • 
    • SMB
    • December 15, 2008

15. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 10, 2006

16. Auto Enrollment - Failure to auto enroll

    By 52626, May 16, 2014
    • 5 replies
    • 2k views
    • 
    • GMK
    • May 21, 2014

17. Where are the COLAs??

    By austin3515, October 31, 2018
    • 18 replies
    • 2k views
    • 
    • Karoline Curran
    • November 2, 2018

18. Safe Harbor New Comparability Plan

    By MBCarey, February 1, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 1, 2006

19. 401k invest in LLC

    By Guest ladycpa2, November 20, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 21, 2007

20. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 3, 2004

21. Hardship withdrawals under EGTERRA

    By Guest Asvedlow, December 6, 2001
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • December 7, 2001

22. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2k views
    • 
    • austin3515
    • January 25, 2016

23. Safe Harbor Nonelective in Integrated Plan

    By Guest djsimonetti, January 25, 2000
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • January 25, 2000

24. EGTRRA Deadline for New Plan?

    By Scott, May 23, 2003
    • 11 replies
    • 2k views
    • 
    • g8r
    • May 28, 2003

25. adp test, new plan spin-off

    By Guest carsonv, August 21, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 26, 2003

26. solo 401(k)

    By Guest Pat Metallic, October 7, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2002

27. 401k Discrimination test refunds

    By legort69, February 15, 2006
    • 2 replies
    • 2k views
    • 
    • Beltane
    • February 15, 2006

28. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

    By Tom Poje, November 2, 1998
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 11, 1998

29. Mid-year termination of 3% safe harbor

    By Guest Darrell, October 11, 2002
    • 3 replies
    • 2k views
    • 
    • IRC401
    • October 24, 2002

30. Hardship for Student Loan

    By Guest mrskelly2u, August 16, 2001
    • 2 replies
    • 2k views
    • 
    • Jon Chambers
    • August 18, 2001

31. Deferral % exceeds max in plan doc

    By Guest pinsall, June 22, 2000
    • 6 replies
    • 2k views
    • 
    • Alf
    • July 12, 2000

32. Does Safe Harbor contribution obligation cease on Plan Termination?

    By Guest Dave Danziger, March 17, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

33. late deposits and form 5330

    By eilano, February 26, 2003
    • 1 reply
    • 2k views
    • 
    • austin3515
    • February 27, 2003

34. EFTPS and Plan Withholdings

    By Guest Dell, January 7, 2011
    • 3 replies
    • 2k views
    • 
    • Übernerd
    • February 24, 2011

35. Plan Document - updated for TRA'86

    By Guest AP, March 7, 1999
    • 1 reply
    • 2k views
    • 
    • Ervin Barham
    • March 8, 1999

36. MEP or MESS?

    By ldr, October 17, 2018   

    • mep
    • 5500
    • (and 1 more)

      Tagged with:

      • mep
      • 5500
      • independent audit
    • 21 replies
    • 2k views
    • 
    • Larry Starr
    • October 25, 2018

37. 401(k) Portion of PSP Plan Need Own Tax ID No.?

    By chris, April 18, 2001
    • 4 replies
    • 2k views
    • 
    • actuarysmith
    • April 18, 2001

38. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2k views
    • 
    • GMK
    • May 3, 2010

39. Mandatory Discontinuance of 401(k) Deferrals

    By Guest Ira Hayes, August 23, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 23, 2006

40. USERRA

    By Nassau, October 31, 2012
    • 3 replies
    • 2k views
    • 
    • GMK
    • October 31, 2012

41. Spin-Off question regarding ADP/ACP Testing

    By Guest KD40, November 21, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 21, 2002

42. allocated contracts

    By Guest twalters, July 3, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 3, 2001

43. ERISA Preemption

    By austin3515, September 29, 2014
    • 14 replies
    • 2k views
    • 
    • GMK
    • September 30, 2014

44. LLC Earned Income

    By Guest Pat Metallic, March 13, 2002
    • 1 reply
    • 2k views
    • 
    • Medusa
    • March 13, 2002

45. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2k views
    • 
    • Mr Bagwell
    • January 17, 2018

46. Consolidating Multiple Solo 401k Plans into One

    By ill, October 6, 2023
    • 6 replies
    • 2k views
    • 
    • Bird
    • October 9, 2023

47. Orphan Plan?

    By Guest trying2understand, May 9, 2007
    • 4 replies
    • 2k views
    • 
    • J Simmons
    • May 10, 2007

48. Applying 415 limit to a Profit Sharing contribution in a 401(k) plan -

    By John A, October 6, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 6, 2000

49. Match contribution based on service

    By Santo Gold, April 12, 2018
    • 5 replies
    • 2k views
    • 
    • MWeddell
    • April 16, 2018

50. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • February 15, 2002