401(k) Plans

19,275 topics in this forum

1. Back pay

   By Guest ppapdx, September 9, 2013
   • 9 replies
   • 6.9k views
   • 
   • Flyboyjohn
   • June 2, 2015

2. Employee Irrevocable Election NOT to Participate - Hypothetical Questi

   By Guest glhotdog, May 14, 1999
   • 8 replies
   • 6.9k views
   • 
   • Guest
   • August 29, 2000

3. 401K 2nd Loan

   By MareiL, April 8, 2018
   • 5 replies
   • 6.9k views
   • 
   • MareiL
   • April 10, 2018

4. Employer never contributed

   By Mikefern, April 9, 2020
   • 41 replies
   • 6.9k views
   • 
   • Belgarath
   • April 20, 2020

5. Website w/ payroll illustrator showing immediate tax advantages of par

   By Guest susan w, November 8, 2000
   • 1 reply
   • 6.9k views
   • 
   • Guest
   • November 8, 2000

6. Protected Benefits

   By Guest susan w, September 23, 1999
   • 5 replies
   • 6.9k views
   • 
   • LCARUSI
   • September 25, 1999

7. Can a partner participate in the company's 401(k) plan?

   By Sean Macklin, January 5, 2021
   • 23 replies
   • 6.8k views
   • 
   • Luke Bailey
   • January 12, 2021

8. Safe Harbor Match Deposit Deadline

   By Guest jvandyke, September 2, 2009
   • 4 replies
   • 6.8k views
   • 
   • Guest
   • September 22, 2009

9. Leaving PEO Plan When CO is Acquired

   By 401 Chaos, August 4, 2017
   • 11 replies
   • 6.8k views
   • 
   • TPAJake
   • August 8, 2017

10. Employee Transfers to Foreign Subsidiaries

    By 401 Chaos, May 30, 2007
    • 8 replies
    • 6.8k views
    • 
    • Guest
    • May 30, 2007

11. Proper 401K plan entry date in TPA records?

    By Guest 410b, October 11, 2012
    • 12 replies
    • 6.8k views
    • 
    • Guest
    • October 13, 2012

12. Reallocation of forfeitures

    By AJ North, April 18, 2012
    • 5 replies
    • 6.8k views
    • 
    • K2retire
    • April 19, 2012

13. "Deemed 125 compensation" - What is it?

    By Guest ChopperPilot, March 4, 2005
    • 2 replies
    • 6.8k views
    • 
    • stevena
    • March 5, 2005

14. Deferral elections not applied to bonuses

    By AlbanyConsultant, January 24, 2018
    • 5 replies
    • 6.8k views
    • 
    • Madison71
    • January 25, 2018

15. Deferrals upon rehire

    By Guest caseyb, July 7, 2008
    • 19 replies
    • 6.8k views
    • 
    • Guest
    • July 15, 2008

16. Fund Mapping

    By Nassau, August 16, 2011
    • 5 replies
    • 6.8k views
    • 
    • K2retire
    • August 17, 2011

17. 402(g) excess deferral not refunded by April 15

    By Guest GMedley, June 5, 2001
    • 7 replies
    • 6.8k views
    • 
    • R. Butler
    • June 7, 2001

18. Definition of Benefits, Rights and Features.

    By Guest Ofraser, December 31, 2002
    • 7 replies
    • 6.7k views
    • 
    • mbozek
    • January 3, 2003

19. Top Heavy in First Year

    By Guest KMP, August 22, 2002
    • 18 replies
    • 6.7k views
    • 
    • Mike Preston
    • August 29, 2002

20. Spouse's Unpaid Service 1 2

    By austin3515, February 3, 2011
    • 55 replies
    • 6.7k views
    • 
    • masteff
    • February 9, 2011

21. Full Time to Part Time

    By wifrbr, May 25, 2018
    • 7 replies
    • 6.7k views
    • 
    • Doc Ument
    • May 29, 2018

22. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.7k views
    • 
    • GMK
    • October 19, 2010

23. One-time irrevocable election

    By Richard Anderson, July 6, 2001
    • 9 replies
    • 6.7k views
    • 
    • Guest
    • July 9, 2001

24. If Salary Deferrals are returned due to 415 limits what should happen

    By stephen, December 4, 2000
    • 30 replies
    • 6.7k views
    • 
    • Guest
    • December 12, 2000

25. Unused Vacation Pay - Can it be derferred?

    By katie58, June 27, 2014
    • 3 replies
    • 6.7k views
    • 
    • MWeddell
    • June 30, 2014

26. Plan Compensation and HSA premiums

    By Dougsbpc, January 29, 2013
    • 9 replies
    • 6.7k views
    • 
    • QDROphile
    • January 31, 2013

27. Blackouts

    By Guest hitt24, March 25, 2002
    • 35 replies
    • 6.7k views
    • 
    • KJohnson
    • April 9, 2002

28. Union Plan

    By Kevin C, July 26, 2017
    • 29 replies
    • 6.7k views
    • 
    • shERPA
    • August 1, 2017

29. Successor plan rule

    By R.G., March 27, 2017
    • 21 replies
    • 6.7k views
    • 
    • MoJo
    • March 28, 2017

30. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 6.7k views
    • 
    • §#$%!
    • February 19, 2004

31. commingle SHNEC and SHMAC

    By Jim Chad, December 14, 2007
    • 2 replies
    • 6.7k views
    • 
    • Bill Presson
    • December 17, 2007

32. Top Heavy Fix Basics

    By rushlakeguy, January 10, 2017
    • 41 replies
    • 6.7k views
    • 
    • rushlakeguy
    • January 12, 2017

33. Spin off or transfer

    By Guest Pension Girl, March 11, 2010
    • 6 replies
    • 6.7k views
    • 
    • Bird
    • March 12, 2010

34. 401(k) deferrals counting towards the 415 maximum annual addition

    By chris, January 7, 2003
    • 20 replies
    • 6.6k views
    • 
    • Guest
    • January 23, 2003

35. Percentage of trustee/participant directed 401k plans

    By spiritrider, August 1, 2017
    • 43 replies
    • 6.6k views
    • 
    • MWeddell
    • November 30, 2020

36. QACA Match

    By Kevin01, November 18, 2009
    • 2 replies
    • 6.6k views
    • 
    • Kevin C
    • November 19, 2009

37. Contribution given based on years of service.

    By Guest Theresa, February 2, 2001
    • 4 replies
    • 6.6k views
    • 
    • Guest
    • February 4, 2001

38. 401k matching

    By Guest PAccuardi, August 24, 1998
    • 1 reply
    • 6.6k views
    • 
    • Guest
    • August 24, 1998

39. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.6k views
    • 
    • RatherBeGolfing
    • April 27, 2020

40. Freezing/terminating a money-purchase plan; timing and penalties

    By Guest Gerritsen, February 12, 2001
    • 12 replies
    • 6.6k views
    • 
    • Guest
    • January 7, 2002

41. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 6.6k views
    • 
    • Tom Poje
    • July 15, 2023

42. How to handle funds of missing beneficiary; participant died 15 years ago

    By PensionNewbee, September 30, 2003
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • October 1, 2003

43. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 6.6k views
    • 
    • Guest
    • February 21, 2009

44. Volutary after tax contributions

    By Earl, March 14, 2014
    • 10 replies
    • 6.6k views
    • 
    • Earl
    • March 21, 2014

45. State tax on pension distributions

    By Guest hyper, September 2, 2005
    • 17 replies
    • 6.6k views
    • 
    • mbozek
    • November 2, 2005

46. Can a person irrevocable waive receiving a PS contribution?

    By BG5150, October 1, 2008
    • 18 replies
    • 6.6k views
    • 
    • J Simmons
    • October 2, 2008

47. Pension Administrator or Benefits Administrator Salary

    By Guest Sara H, January 9, 2002
    • 27 replies
    • 6.6k views
    • 
    • Guest
    • December 26, 2002

48. Crediting Service When Hiring From Temp Agency

    By cheersmate, December 11, 2018   

    • temp agency
    • temp to hire service credit
    • (and 1 more)

      Tagged with:

      • temp agency
      • temp to hire service credit
      • bridging service
    • 16 replies
    • 6.6k views
    • 
    • Kevin C
    • December 17, 2018

49. 401k entry dates

    By Guest kdzurinda, February 24, 2006
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • February 27, 2006

50. StepChild

    By 30Rock, May 19, 2010
    • 15 replies
    • 6.6k views
    • 
    • Mike Preston
    • May 21, 2010