401(k) Plans

19,337 topics in this forum

1. Break in Service Vesting

   By Guest ghenson08, July 25, 2013
   • 5 replies
   • 2.4k views
   • 
   • masteff
   • July 26, 2013

2. 8955-SSA and 'gap year' for RMD

   By AlbanyConsultant, April 9, 2021
   • 5 replies
   • 783 views
   • 
   • AlbanyConsultant
   • April 9, 2021

3. Control Group Compliance Issue

   By Chipwood 24, June 28, 2022
   • 5 replies
   • 577 views
   • 
   • Barry Levy
   • June 29, 2022

4. Early Eligibility for Full-Time, 1 Year for Part-time

   By rocknrolls2, August 26, 1999
   • 5 replies
   • 2k views
   • 
   • rocknrolls2
   • August 27, 1999

5. Terminating DC plan with J&S

   By Brenda Wren, December 11, 2025
   • 5 replies
   • 763 views
   • 
   • LauraH
   • December 12, 2025

6. Amending the Adoption Agreement

   By Guest kdarby, September 14, 2006
   • 5 replies
   • 3.2k views
   • 
   • Just Me
   • September 15, 2006

7. QSLOB and service between employers

   By BW, December 4, 2014
   • 5 replies
   • 1.6k views
   • 
   • ESOP Guy
   • December 5, 2014

8. Vesting Service Question

   By LostInPension, January 4, 2021
   • 5 replies
   • 693 views
   • 
   • Luke Bailey
   • January 7, 2021

9. dentist with a SIMPLE401 is now drawing income from a management company...

   By Lori H, April 9, 2004
   • 5 replies
   • 1.2k views
   • 
   • Lori H
   • April 13, 2004

10. Search For New 401(k) Provider

    By Guest DBS1, October 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • October 29, 2008

11. Discontinued Contributions

    By John Feldt ERPA CPC QPA, March 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • February 5, 2010

12. Investment Advice for Free 55 and older - discriminatory?

    By Benefits to all, April 30, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • May 1, 2013

13. contributing stock to 401(k)

    By R. Butler, August 29, 2018
    • 5 replies
    • 948 views
    • 
    • mming
    • August 30, 2018

14. 5 partners in LLC

    By thepensionmaven, March 13, 2023
    • 5 replies
    • 858 views
    • 
    • Paul I
    • March 15, 2023

15. Employer wants eligibility as soon as possible (immediate) after Emplo

    By jkharvey, January 2, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

16. disclosure of information

    By Guest wolf, November 13, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2001

17. Beneficiary dies - Does beneficiary's spouse receive death benefit?

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • February 6, 2002

18. Advisor Access to Participant Transactions

    By LawnBoy, January 4, 2021
    • 5 replies
    • 726 views
    • 
    • Luke Bailey
    • January 6, 2021

19. Hardship withdrawal 401k plan

    By 30Rock, June 3, 2024
    • 5 replies
    • 1.3k views
    • 
    • 30Rock
    • June 5, 2024

20. Lost Participants

    By Guest Thornton, October 4, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • October 14, 2001

21. Eligibility & entry date

    By pmacduff, January 31, 2005
    • 5 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2005

22. Auto Enrollment - Failure to auto enroll

    By 52626, May 16, 2014
    • 5 replies
    • 2.1k views
    • 
    • GMK
    • May 21, 2014

23. Roth contributions made to plan from employee bank account

    By Pixie, August 14, 2023
    • 5 replies
    • 1.6k views
    • 
    • SwimmingInBowelsOfERISA
    • August 14, 2023

24. Minimum Age Requirement

    By Guest hitt24, September 21, 2000
    • 5 replies
    • 2.5k views
    • 
    • Jon Chambers
    • October 3, 2000

25. Plan Amendments

    By Guest AJM 34, September 11, 2007
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • September 14, 2007

26. Roth 401K

    By thepensionmaven, February 3, 2015
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • February 4, 2015

27. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 5, 2019

28. Recordkeepers who work with Marijuana Dispensaries

    By austin3515, October 10, 2021
    • 5 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 11, 2021

29. 401k contributions from a small check

    By JKW, November 15, 2022
    • 5 replies
    • 1.1k views
    • 
    • casey72
    • November 18, 2022

30. Employer Match as Roth - As Per Secure 2.0

    By metsfan026, December 12, 2023
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • January 9, 2024

31. Safe Harbor 3% for partner

    By Pammie57, February 13, 2024
    • 5 replies
    • 1.1k views
    • 
    • Bri
    • February 14, 2024

32. Any limit imposed by the regs or code on the amount of a hardhsip dist

    By k man, August 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • Richard Anderson
    • August 30, 2000

33. would black out notice be required?

    By Guest EDSAADE, June 22, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 22, 2004

34. 401(k) Suspension of Employer Match Notice for Non-Safe Harbor Plan

    By Guest Employee Benefits Gardener, March 25, 2009
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • March 26, 2009

35. If a plan has age and service requirements more liberal than the statu

    By Hoard1, December 7, 1999
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 15, 1999

36. How do you handle 401(K) Catch Up on the Payroll side?

    By Jewels0110, January 12, 2023   

    • 401(k)
    • catch-up deferrals
    • (and 1 more)

      Tagged with:

      • 401(k)
      • catch-up deferrals
      • catch up contributions
    • 5 replies
    • 6.3k views
    • 
    • WCC
    • January 13, 2023

37. How is loss reported for corrective distribution within 2 1/2 months o

    By John A, January 22, 2001
    • 5 replies
    • 3.3k views
    • 
    • Alf
    • March 22, 2001

38. Definition of an officer

    By Guest Pat Metallic, October 25, 2001
    • 5 replies
    • 14k views
    • 
    • david rigby
    • October 27, 2001

39. Notice to Interested Parties

    By Archimage, December 6, 2001
    • 5 replies
    • 2.1k views
    • 
    • wmyer
    • February 19, 2002

40. Partner 402g issue

    By austin3515, December 27, 2011
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • December 28, 2011

41. Crediting Prior Service - Catchall Language

    By Phlyers, October 17, 2018   

    • eligibility
    • vesting
    • 5 replies
    • 930 views
    • 
    • Larry Starr
    • October 23, 2018

42. Partnership/K-1 404 deduction limit

    By ratherbereading, February 17, 2021
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 19, 2021

43. control & affiliated groups

    By Guest Leonard, October 28, 1998
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 1998

44. Participant died after cash distribution processed - no longer needed

    By D Lewis, January 12, 2023
    • 5 replies
    • 1.5k views
    • 
    • bito'money
    • January 17, 2023

45. Blackout Notice - One Former Employee Missed

    By Flyfish71, May 30, 2023
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 31, 2023

46. Prototype - Was 401k, now PS Only

    By austin3515, November 27, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • November 28, 2012

47. Control Group and Testing

    By Nic Pospiech, August 30, 2018
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 8, 2018

48. No violation of 415, 402(g) or 401(k) - just 404(c)

    By imchipbrown, January 23, 2001
    • 5 replies
    • 2.2k views
    • 
    • rcline46
    • January 23, 2001

49. Gap Earnings

    By Guest jvandyke, January 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • fiona1
    • January 14, 2009

50. Doc investing in real estate; appraisal/5500 question

    By jmartin, May 28, 2015
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 1, 2015