401(k) Plans

19,275 topics in this forum

1. Minimum Age Requirement

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

2. Form 5330

   By 52626, December 6, 2024
   • 5 replies
   • 762 views
   • 
   • Artie M
   • December 10, 2024

3. Plan Amendments

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

4. Roth 401K

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

5. Safe Harbor Plan Amendment

   By roundlou, May 24, 2019   

   • 401(k)
   • safe harbor
   • 5 replies
   • 2k views
   • 
   • Luke Bailey
   • June 5, 2019

6. Recordkeepers who work with Marijuana Dispensaries

   By austin3515, October 10, 2021
   • 5 replies
   • 1.1k views
   • 
   • ESOP Guy
   • October 11, 2021

7. 401k contributions from a small check

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

8. Employer Match as Roth - As Per Secure 2.0

   By metsfan026, December 12, 2023
   • 5 replies
   • 1.5k views
   • 
   • Belgarath
   • January 9, 2024

9. Safe Harbor 3% for partner

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

10. 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

11. would black out notice be required?

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

12. 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

13. 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

14. 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
    • 4.5k views
    • 
    • WCC
    • January 13, 2023

15. 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

16. Definition of an officer

    By Guest Pat Metallic, October 25, 2001
    • 5 replies
    • 13.5k views
    • 
    • david rigby
    • October 27, 2001

17. Notice to Interested Parties

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

18. Partner 402g issue

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

19. Crediting Prior Service - Catchall Language

    By Phlyers, October 17, 2018   

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

20. Partnership/K-1 404 deduction limit

    By ratherbereading, February 17, 2021
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 19, 2021

21. control & affiliated groups

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

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

    By D Lewis, January 12, 2023
    • 5 replies
    • 1.3k views
    • 
    • bito'money
    • January 17, 2023

23. Blackout Notice - One Former Employee Missed

    By Flyfish71, May 30, 2023
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 31, 2023

24. Prototype - Was 401k, now PS Only

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

25. Control Group and Testing

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

26. 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

27. Gap Earnings

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

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

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

29. Two Safe Harbor plans and 410(b)

    By shERPA, December 6, 2017
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 7, 2017

30. Daily Valuation

    By mjf06241972, July 13, 2020
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 13, 2020

31. Owner Only Late Deposits

    By Gilmore, August 9, 2024
    • 5 replies
    • 1.1k views
    • 
    • Bill Presson
    • August 9, 2024

32. Top Heavy 401(k) plan and 410(b)

    By AndyH, April 4, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • April 8, 2002

33. use of the catch up contribution

    By Guest zdarskyj, March 9, 2004
    • 5 replies
    • 1.3k views
    • 
    • PensionNewbee
    • March 11, 2004

34. 12b-1's

    By wsp, June 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • June 10, 2006

35. Exclusion part time

    By Sixers, February 7, 2019
    • 5 replies
    • 899 views
    • 
    • Tom Poje
    • February 8, 2019

36. APRSC & ADP Failure

    By Guest ELS, August 10, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

37. HCE Definition

    By Guest Pete Joachim, September 15, 2006
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • September 19, 2006

38. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia, October 12, 2010
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 13, 2010

39. Platform Providers

    By SMB, September 7, 2011
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 9, 2011

40. Hardship Distribution Suspension

    By Guest JFBEARB, July 17, 2002
    • 5 replies
    • 10.1k views
    • 
    • MWeddell
    • August 12, 2009

41. Terminated Employee's 401(k) distribution

    By Guest jessica_leitch, June 23, 2004
    • 5 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • June 24, 2004

42. Reallocation of forfeitures

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

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

    By jgb44, September 12, 2013
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 13, 2013

44. Late Contributions

    By PFranckowiak, May 14, 2018
    • 5 replies
    • 892 views
    • 
    • Bill Presson
    • May 14, 2018

45. Top-paid group elections

    By Guest NiceGuyMike, January 20, 2004
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • January 20, 2004

46. Investment Insurance

    By Guest charlesperry, December 28, 2011
    • 5 replies
    • 1.4k views
    • 
    • GBurns
    • December 28, 2011

47. 401k Catch Up

    By CLE401kGuy, June 4, 2012
    • 5 replies
    • 1.6k views
    • 
    • CLE401kGuy
    • June 5, 2012

48. Employee starts January 1; does he complete 6 months of service on Jun

    By Guest mhultz, December 15, 1999
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • December 17, 1999

49. Plan sequence number on rollover 401k

    By Kevin37, June 5, 2024
    • 5 replies
    • 1.5k views
    • 
    • truphao
    • June 5, 2024

50. RMD's

    By 2muchstress, November 13, 2002
    • 5 replies
    • 1.8k views
    • 
    • pmacduff
    • November 14, 2002