401(k) Plans

19,337 topics in this forum

1. 3% SHNEC

   By SMB, April 26, 2006
   • 2 replies
   • 2.1k views
   • 
   • Tom Poje
   • April 26, 2006

2. Catch-up

   By rlb64, May 24, 2005
   • 7 replies
   • 2.1k views
   • 
   • WDIK
   • May 25, 2005

3. EFTPS and Plan Withholdings

   By Guest Dell, January 7, 2011
   • 3 replies
   • 2.1k views
   • 
   • Übernerd
   • February 24, 2011

4. Hardship - prevent foreclosure

   By austin3515, December 14, 2007
   • 3 replies
   • 2.1k views
   • 
   • BG5150
   • December 17, 2007

5. Participant exceeding salary reduction limit stated in document

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

6. ADP/ACP and Compensation Testing

   By bevfair, January 20, 2014
   • 1 reply
   • 2.1k views
   • 
   • ETA Consulting LLC
   • January 20, 2014

7. Allocation Conditions and Profit Sharing

   By justatester, March 16, 2023
   • 6 replies
   • 2.1k views
   • 
   • CuseFan
   • March 17, 2023

8. LLC Owner in 401(k) Plan

   By LMOC, July 11, 2014
   • 11 replies
   • 2.1k views
   • 
   • Bird
   • July 11, 2014

9. 401k safe harbor

   By Gary, September 20, 2010
   • 9 replies
   • 2.1k views
   • 
   • K2retire
   • September 21, 2010

10. QACA Mid Year Change?

    By PMC, August 21, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • August 24, 2009

11. Uni-K to Corp 401(k) Plan

    By PMC, October 23, 2007
    • 8 replies
    • 2.1k views
    • 
    • austin3515
    • October 23, 2007

12. Participant Loan w/ Wrong Interest Rate

    By austin3515, December 9, 2019
    • 12 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 10, 2019

13. QNECs and FICA

    By Guest 91smithie, October 2, 2001
    • 1 reply
    • 2.1k views
    • 
    • Alan Simpson
    • October 2, 2001

14. Massachusetts (!) thinking of regulating employer stock in 401(k) plan

    By Dave Baker, December 5, 2001
    • 6 replies
    • 2.1k views
    • 
    • Steve72
    • December 6, 2001

15. Overnight Shipping Expenses

    By Guest andmik, September 23, 2002
    • 1 reply
    • 2.1k views
    • 
    • jaemmons
    • September 23, 2002

16. 401(k)/Profit Sharing & ERISA

    By Paul, November 24, 2019
    • 3 replies
    • 2.1k views
    • 
    • Larry Starr
    • November 25, 2019

17. Employers fiduciary responsibility as Plan Administrator

    By Guest tmdolf, September 29, 1999
    • 4 replies
    • 2.1k views
    • 
    • Jon Chambers
    • October 7, 1999

18. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

19. EPCRS Loan Correction

    By austin3515, July 29, 2019
    • 18 replies
    • 2.1k views
    • 
    • austin3515
    • July 30, 2019

20. Hardship withdrawal for a Trade School

    By Guest Steve Nolan, May 26, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 1999

21. Contingent Benefit Rule and NQDC Plans

    By Guest mbw, May 28, 2008
    • 3 replies
    • 2.1k views
    • 
    • QDROphile
    • May 28, 2008

22. ERISA Preemption

    By austin3515, September 29, 2014
    • 14 replies
    • 2.1k views
    • 
    • GMK
    • September 30, 2014

23. Deferral % exceeds max in plan doc

    By Guest pinsall, June 22, 2000
    • 6 replies
    • 2.1k views
    • 
    • Alf
    • July 12, 2000

24. Pension Plan limits for 2008

    By Guest LSULLIVAN, October 5, 2007
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 5, 2007

25. Real estate agents as statutory non employees

    By Guest JimChad, October 13, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 13, 2005

26. New Plan Salary Deferral Timeline

    By AdKu, December 10, 2015   

    • New Plan Salary Deferral Time
    • 13 replies
    • 2.1k views
    • 
    • AdKu
    • December 15, 2015

27. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2.1k views
    • 
    • SMB
    • December 15, 2008

28. Tiered Match based on service?

    By TBob, December 29, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 30, 2006

29. Fiduciary Liability question

    By FJR, February 5, 2002
    • 4 replies
    • 2.1k views
    • 
    • Erik Read
    • February 7, 2002

30. SSA Letter -Participants wants $$$

    By PFranckowiak, August 14, 2009
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • August 15, 2009

31. Mid-year termination of 3% safe harbor

    By Guest Darrell, October 11, 2002
    • 3 replies
    • 2.1k views
    • 
    • IRC401
    • October 24, 2002

32. Delivery of SAR's

    By cripp12, September 21, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • September 30, 2006

33. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

34. Emailing new SPD

    By austin3515, April 16, 2013
    • 19 replies
    • 2.1k views
    • 
    • austin3515
    • April 25, 2013

35. Amending Normal Retirement Age in DC Plan (Impact on Vesting)

    By metsfan026, June 15, 2022
    • 7 replies
    • 2.1k views
    • 
    • casey72
    • March 14, 2023

36. merger: transition rule

    By k man, February 14, 2005
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • February 15, 2005

37. One-to-One QNEC question.

    By fiona1, December 29, 2006
    • 2 replies
    • 2.1k views
    • 
    • fiona1
    • December 29, 2006

38. solo 401(k)

    By Guest Pat Metallic, October 7, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 9, 2002

39. Increasing eligibility requirements

    By Guest Marshall Franklin, May 7, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 7, 2001

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

    By MarZDoates, November 12, 2010
    • 4 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 17, 2010

41. 414s Comp and ADP/ACP Tests

    By zimbo, March 9, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • March 12, 2009

42. QACA changes

    By K2retire, January 24, 2011
    • 4 replies
    • 2.1k views
    • 
    • K2retire
    • January 29, 2011

43. PEO's and multiple employer issues

    By Guest robin s vatalaro, October 22, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 23, 1998

44. Auto Enrollment - Failure to auto enroll

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

45. Correction of 1099's and 1096

    By Richard Anderson, March 24, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 24, 2000

46. QSLOBs

    By Dawn Hafner, December 10, 2001
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • June 11, 2020

47. Mandatory Discontinuance of 401(k) Deferrals

    By Guest Ira Hayes, August 23, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 23, 2006

48. Does an Employer pay an excise tax on de minimus excess contributions?

    By Guest Stone Cowboy, January 29, 2001
    • 1 reply
    • 2.1k views
    • 
    • RCK
    • January 29, 2001

49. EGTRRA Deadline for New Plan?

    By Scott, May 23, 2003
    • 11 replies
    • 2.1k views
    • 
    • g8r
    • May 28, 2003

50. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 3, 2004