401(k) Plans

19,337 topics in this forum

1. 401(k) one-time withdrawl

   By Guest mngreenfield, August 14, 2002
   • 14 replies
   • 2.1k views
   • 
   • joel
   • August 18, 2002

2. Bundled Service Provider & a TPA

   By Guest UKH, July 25, 2000
   • 1 reply
   • 2.1k views
   • 
   • Jon Chambers
   • July 28, 2000

3. Top-Heavy test and After-Tax Contributions

   By artvandelay3, October 5, 2016
   • 3 replies
   • 2.1k views
   • 
   • BG5150
   • October 5, 2016

4. Self Employed (SEI) - Timing of election to defer?

   By jgb44, September 12, 2013
   • 5 replies
   • 2.1k views
   • 
   • Bird
   • September 13, 2013

5. Controlled Group - Are separate plans an option?

   By Renee H, October 10, 2023
   • 5 replies
   • 2.1k views
   • 
   • CuseFan
   • October 12, 2023

6. Due date for top-heavy minimum

   By Guest mol, September 23, 2004
   • 2 replies
   • 2.1k views
   • 
   • mbozek
   • September 23, 2004

7. Forfeitures of terminated plan.

   By Guest HD, January 28, 2000
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • January 29, 2000

8. using integrated formula instead of cross testing

   By Pixie, July 28, 2017   

   • cross testing
   • new comparability
   • 6 replies
   • 2.1k views
   • 
   • CuseFan
   • July 31, 2017

9. Hardship withdrawal

   By simba, May 16, 2016   

   • 401k hardship
   • 7 replies
   • 2.1k views
   • 
   • simba
   • May 17, 2016

10. Fraudulent Use of Social Security Number

    By Below Ground, November 3, 2006
    • 4 replies
    • 2.1k views
    • 
    • Below Ground
    • November 3, 2006

11. 401k plan with employer stock

    By Guest bostonborn, February 20, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

12. PPA - change in PT rules

    By JanetM, November 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • May 14, 2008

13. IRS Approves Automatic Enrollments

    By Jilliandiz, May 26, 2004
    • 13 replies
    • 2.1k views
    • 
    • oriecat
    • May 28, 2004

14. Late Deposits: Terminate Client?

    By Guest padmin, March 15, 2005
    • 12 replies
    • 2.1k views
    • 
    • E as in ERISA
    • March 16, 2005

15. SH Match - Calling Tom Poje

    By Blinky the 3-eyed Fish, February 27, 2008
    • 7 replies
    • 2.1k views
    • 
    • austin3515
    • March 9, 2008

16. Participant in savings plan asks for prospectus of the plan but is den

    By Guest WildWest1, November 6, 1999
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • November 15, 1999

17. Eligibility - previous employer

    By Guest JPIngold, December 31, 2010
    • 10 replies
    • 2.1k views
    • 
    • My 2 cents
    • January 3, 2011

18. QNEC Contribution and Allocation

    By buckaroo, September 29, 2005
    • 0 replies
    • 2.1k views
    • 
    • buckaroo
    • September 29, 2005

19. "amount involved" and 401(k) late contributions

    By Guest tonjer, June 24, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2002

20. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 8, 2008

21. Variable Annuity Inside a 401K Plan

    By Guest mwalsh17, December 14, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 16, 1999

22. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2.1k views
    • 
    • Larry Starr
    • February 24, 2020

23. Failed ADP Test Without Correction

    By metsfan026, September 24, 2022
    • 8 replies
    • 2.1k views
    • 
    • Nate S
    • September 27, 2022

24. Top Heavy Contributions

    By MBCarey, July 8, 2003
    • 7 replies
    • 2.1k views
    • 
    • R. Butler
    • July 9, 2003

25. Added a Roth and forgot to tell anyone

    By Guest erisamelissa, August 14, 2007
    • 9 replies
    • 2.1k views
    • 
    • jpod
    • August 16, 2007

26. Is a 990-T needed?

    By goldtpa, June 23, 2004
    • 6 replies
    • 2.1k views
    • 
    • Earl
    • June 25, 2004

27. Acceptance of Electronic Beneficiary Designation Forms

    By Guest TroyRiley, June 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2004

28. Control Group Relationship? Family Aggragation?

    By Guest ButchElfers, May 23, 2006
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 2006

29. Should a sponsor obtain a board resolution for its profit sharing contribution?

    By austin3515, September 25, 2003
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • September 25, 2003

30. final 401(k) regs -- plan doc

    By Guest britneyspears, June 16, 2005
    • 8 replies
    • 2.1k views
    • 
    • sloble@crowleyfleck.com
    • October 3, 2005

31. Solo 401(k) - No intention of utilizing

    By MjInvestments, February 15, 2021
    • 16 replies
    • 2.1k views
    • 
    • Luke Bailey
    • February 18, 2021

32. HCE Determination

    By davef, March 16, 1999
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 29, 1999

33. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2.1k views
    • 
    • Chippy
    • September 30, 2019

34. Supplemental Employer Profit-Sharing Contribution for Employees Having

    By Guest Cal, November 8, 2000
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • November 9, 2000

35. Cut Back?

    By austin3515, March 2, 2011
    • 4 replies
    • 2.1k views
    • 
    • 12AX7
    • March 3, 2011

36. 404(c) AND STABLE VALUE FUNDS

    By Guest penfirn, February 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • February 19, 1999

37. Increased Catch-up Limit for ages 60-63

    By austin3515, May 21, 2023
    • 9 replies
    • 2.1k views
    • 
    • G8Rs
    • May 24, 2023

38. Control Group - Separate plan, separate PS

    By Mr Bagwell, May 15, 2017   

    • control group testing
    • profit sharing
    • (and 1 more)

      Tagged with:

      • control group testing
      • profit sharing
      • 410b
    • 11 replies
    • 2.1k views
    • 
    • austin3515
    • June 2, 2017

39. forfeiture used for offset vs. reallocation

    By Guest ghal, June 1, 2012
    • 7 replies
    • 2.1k views
    • 
    • movedon
    • June 4, 2012

40. Foreign rollover to US Plan

    By Guest Frank Jackson, October 4, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • October 4, 1999

41. Client doesn't want to make contribution to profit sharing plan.

    By Guest Jae, September 7, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 7, 2000

42. Safe Harbor amend to exclude HCE

    By Guest Peggy806, January 7, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • January 8, 2009

43. Short Plan Year

    By Guest Rosemary Raymer, July 11, 2006
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • July 11, 2006

44. Match contribution as a mistake of fact

    By Jean, February 24, 1999
    • 2 replies
    • 2.1k views
    • 
    • Jean
    • March 1, 1999

45. Transition Period for Acquisition

    By Gilmore, August 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Gilmore
    • August 11, 2004

46. Top heavy contribution made from the plan accounts of Keys

    By alanm, July 27, 2005
    • 10 replies
    • 2.1k views
    • 
    • alanm
    • August 2, 2005

47. USERRA

    By Nassau, October 31, 2012
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • October 31, 2012

48. 401(a)(17) - Application to Salary Reductions

    By Guest bjg, January 6, 1999
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 1999

49. Employee Stock Purchase Plans (ESSP) and Family Medical Leave Act

    By Guest jennifer mitchell, August 22, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 22, 2000

50. QSLOB

    By Randy Watson, October 18, 2007
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • October 18, 2007