401(k) Plans

19,275 topics in this forum

1. Post mortem Qdro

   By Guest babyspider555, August 26, 2005
   • 4 replies
   • 2k views
   • 
   • mbozek
   • August 26, 2005

2. ADP/ACP and Compensation Testing

   By bevfair, January 20, 2014
   • 1 reply
   • 2k views
   • 
   • ETA Consulting LLC
   • January 20, 2014

3. 401(k) Default Funds

   By Guest stevena1, February 6, 2009
   • 10 replies
   • 2k views
   • 
   • Guest
   • February 11, 2009

4. Remove a participating employer

   By 401Kerfuffle, December 6, 2018
   • 2 replies
   • 2k views
   • 
   • Luke Bailey
   • December 7, 2018

5. When is a participant loan "made"? When they call or when t

   By Guest Cliff Langwith, April 17, 2001
   • 7 replies
   • 2k views
   • 
   • Guest
   • April 18, 2001

6. Timeframe for one-year suspension, of elective deferrals to 401(k) arr

   By James Matt Ullakko, April 24, 2001
   • 4 replies
   • 2k views
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   • R. Butler
   • April 25, 2001

7. Form 5500 for 2000

   By Brenda Wren, January 21, 2000
   • 8 replies
   • 2k views
   • 
   • imchipbrown
   • February 8, 2000

8. Otherwise Excludable Employees / New Plan in Second Plan Year

   By 401QUE, November 22, 2013   

   • Otherwise Excludable Employee
   • First plan year
   • 5 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • November 22, 2013

9. After-tax Contributions

   By Ahuntingus, August 6, 2021
   • 9 replies
   • 2k views
   • 
   • BG5150
   • September 17, 2021

10. New Safe Harbor 401K & Terminated Employees

    By JToenes, March 17, 2017   

    • safe harbor
    • terminated employee
    • (and 4 more)

      Tagged with:

      • safe harbor
      • terminated employee
      • terminated employees
      • 401(k)
      • 401
      • new
    • 3 replies
    • 2k views
    • 
    • Mr Bagwell
    • March 20, 2017

11. What are the tax effects of depositing profit sharing contributions pa

    By Guest Tara Curran, November 22, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 3, 2000

12. Domestic/Foreign Trust

    By Guest, October 7, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 15, 1999

13. Defining Compensation

    By Guest lforesz, November 6, 2002
    • 1 reply
    • 2k views
    • 
    • E as in ERISA
    • November 6, 2002

14. USING PRIOR YEAR ADP TESTING METHOD WHEN THIS IS ACTUALLY 2ND YEAR OF

    By Guest pdall, March 1, 1999
    • 3 replies
    • 2k views
    • 
    • Dan
    • March 2, 1999

15. Amendment to Limit HCE to $1 of 401k

    By austin3515, March 31, 2011
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 25, 2011

16. Termination of Employment - Time period to repay loan

    By Guest SWH, March 19, 2008
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • March 20, 2008

17. Forfeiture cases...

    By fmsinc, September 2
    • 5 replies
    • 2k views
    • 
    • CuseFan
    • September 4

18. Safe Harbor Nonelective & QNEC

    By Guest Margaret25, February 9, 2010
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • February 9, 2010

19. Exclude NHCE that are currently eligible

    By justanotheradmin, August 20, 2019
    • 11 replies
    • 2k views
    • 
    • BG5150
    • September 3, 2019

20. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2k views
    • 
    • david rigby
    • February 18, 2003

21. PPA Statements

    By MR, February 10, 2007
    • 2 replies
    • 2k views
    • 
    • Peanut Butter Man
    • February 11, 2007

22. QNECs and FICA

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

23. Employee goes from hourly to salaried with same employer leaving balan

    By KIP KRAUS, March 7, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 10, 2000

24. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie, November 5, 2012
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 5, 2012

25. Older partner wants to max out PS contribution, younger partner wants cash

    By Guest Bearlee, June 29, 2012
    • 13 replies
    • 2k views
    • 
    • Guest
    • July 10, 2012

26. Paying off a deemed loan (while still employed)

    By Brian Gallagher, September 29, 2004
    • 5 replies
    • 2k views
    • 
    • Brian Gallagher
    • September 29, 2004

27. ERISA notification on change in structure of company match.

    By Guest JACarroll, November 8, 2000
    • 1 reply
    • 2k views
    • 
    • stephen
    • November 9, 2000

28. Safe Harbor: Overtime as Compensation

    By Guest PJW, November 13, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 13, 2001

29. 401(k) Plans

    By Guest Tennis, June 14, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • June 22, 2002

30. Does wife become a Key Employee if she is not an employee at the time

    By Earl, March 15, 2001
    • 7 replies
    • 2k views
    • 
    • Earl
    • March 16, 2001

31. Failure to withhold 401(k)

    By Guest cosmo01, April 28, 2004
    • 6 replies
    • 2k views
    • 
    • Earl
    • May 1, 2004

32. SSA Letter -Participants wants $$$

    By PFranckowiak, August 14, 2009
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 15, 2009

33. Form 5500: Deferred Vested Benefit

    By Guest wwest, September 15, 1999
    • 1 reply
    • 2k views
    • 
    • Ervin Barham
    • September 16, 1999

34. Deferrals equal 100% of pay

    By pensiongeek, October 5, 2020
    • 6 replies
    • 2k views
    • 
    • Luke Bailey
    • October 7, 2020

35. 401(a)4 failure

    By Guest mparker2028, December 8, 2005
    • 4 replies
    • 2k views
    • 
    • AndyH
    • December 12, 2005

36. 401k contribution deposit deadline for s-corp owners

    By Santo Gold, February 27, 2012
    • 3 replies
    • 2k views
    • 
    • K2retire
    • February 27, 2012

37. One to One correction method / Catch up contributions

    By fiona1, April 6, 2004
    • 3 replies
    • 2k views
    • 
    • jquazza
    • April 30, 2004

38. Distribution to Bene's

    By Guest Twinky, November 2, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

39. 401(k) Written Plan Document

    By Guest SCUDDESLER, September 3, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 3, 2003

40. Employer Contribution Due Date

    By Stash026, May 14, 2021
    • 8 replies
    • 2k views
    • 
    • Peter Gulia
    • May 20, 2021

41. First Year Safe Harbor 401(k) Plan

    By Guest barrydorfman, August 1, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 2, 2000

42. In-kind PS deposit

    By TPApril, August 16, 2022
    • 14 replies
    • 2k views
    • 
    • Luke Bailey
    • August 22, 2022

43. Farmer's Cooperatives Sponsoring 401(k) Plans

    By Guest stan, April 30, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 14, 2001

44. Penalties for Failure to Deposit 401(k) Contributions in a Timely Mann

    By LCARUSI, February 11, 1999
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • February 12, 1999

45. 401k Contributions missed a payroll

    By JKW, July 17, 2015
    • 7 replies
    • 2k views
    • 
    • JKW
    • July 20, 2015

46. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia, December 6, 2023
    • 9 replies
    • 2k views
    • 
    • Peter Gulia
    • December 7, 2023

47. Safe Harbor

    By Guest A. Gordon, November 14, 2003
    • 12 replies
    • 2k views
    • 
    • Tom Poje
    • November 19, 2003

48. Forced distribution for under $5000 - can't find the participant

    By Guest lkramer, March 5, 2002
    • 1 reply
    • 2k views
    • 
    • stephen
    • March 5, 2002

49. key employee

    By FJR, August 7, 2001
    • 2 replies
    • 2k views
    • 
    • david rigby
    • August 7, 2001

50. Overdraft for longer than 3 days?

    By FundeK, April 20, 2004
    • 2 replies
    • 2k views
    • 
    • FundeK
    • April 22, 2004