401(k) Plans

19,334 topics in this forum

1. Platform Providers

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

2. Short plan year and YOS for vesting

   By doombuggy, May 28, 2019
   • 2 replies
   • 2k views
   • 
   • Bri
   • May 28, 2019

3. Davis Bacon question - ADP testing

   By AKconsult, May 15, 2009
   • 0 replies
   • 2k views
   • 
   • AKconsult
   • May 15, 2009

4. How is a rollover counted for top-heavy purposes when an employee choo

   By John A, March 31, 2000
   • 3 replies
   • 2k views
   • 
   • actuarysmith
   • September 18, 2002

5. ADP restructured test

   By Guest sritts, November 29, 2005
   • 2 replies
   • 2k views
   • 
   • Tom Poje
   • November 30, 2005

6. Brokerage accounts setup under Employer EIN

   By BG5150, December 7, 2022
   • 6 replies
   • 2k views
   • 
   • Kac1214
   • December 12, 2022

7. Plan Audit and 80-120 rule

   By Dazednconfused, November 30, 2010
   • 4 replies
   • 2k views
   • 
   • BG5150
   • December 2, 2010

8. Lost Earnings - Reflecting on Form 5500

   By 401(k)athryn, October 8, 2018
   • 5 replies
   • 2k views
   • 
   • msmith
   • October 9, 2018

9. deferral election in writing...

   By AKconsult, July 9, 2007
   • 7 replies
   • 2k views
   • 
   • AKconsult
   • July 12, 2007

10. Participant Disclosures - What does non-compliance mean?

    By austin3515, July 24, 2012
    • 7 replies
    • 2k views
    • 
    • MoJo
    • July 24, 2012

11. Late 401(k) Contributions

    By nancy, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 19, 2005

12. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2k views
    • 
    • Jim Chad
    • October 22, 2011

13. Catch-Up & 402(g) Limit on Off Calander PYE

    By Guest D C Sharp, July 2, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 7, 2003

14. Children as Participants in a 401(k) Plan

    By Guest EMM118, January 9, 2006
    • 4 replies
    • 2k views
    • 
    • Lori Friedman
    • January 10, 2006

15. Mandatory Auto Enrollment Workaround

    By austin3515, September 24, 2024
    • 13 replies
    • 2k views
    • 
    • austin3515
    • September 26, 2024

16. Eligibility Rules

    By MBCarey, June 6, 2002
    • 6 replies
    • 2k views
    • 
    • MBCarey
    • June 7, 2002

17. Terminated employees carry old loans to new plans?

    By Guest Michael Anderson, April 5, 2002
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • April 8, 2002

18. Voluntary after-tax employee contributions to a 401(m) plan

    By Guest J D DeBacker, October 11, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 11, 2000

19. 401k after 701/2

    By ombskid, February 6, 2007
    • 2 replies
    • 2k views
    • 
    • ombskid
    • February 7, 2007

20. Rollover a Roth IRA into a 401(k) PSP?

    By doombuggy, January 19, 2005
    • 1 reply
    • 2k views
    • 
    • wmyer
    • January 19, 2005

21. Increasing Tiered Matches

    By Guest JimmyG, October 24, 2006
    • 4 replies
    • 2k views
    • 
    • RCK
    • October 28, 2006

22. RMD..what age with new chart?

    By stevena, August 14, 2001
    • 9 replies
    • 2k views
    • 
    • stevena
    • August 15, 2001

23. Affiliated Service Group A-Org Group?

    By Guest mary99, January 29, 2013   

    • Affiliated Service Group
    • Controlled Group
    • (and 2 more)

      Tagged with:

      • Affiliated Service Group
      • Controlled Group
      • A-Org
      • Compensation
    • 3 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 30, 2013

24. Controlled groups

    By Guest lforesz, September 28, 2001
    • 1 reply
    • 2k views
    • 
    • Bob R
    • October 1, 2001

25. Compensation definition and deferrals

    By Guest phyphy, May 5, 2004
    • 5 replies
    • 2k views
    • 
    • g8r
    • May 6, 2004

26. Employee Deferrals incorrectly invested

    By Guest stevena1, June 15, 2006
    • 8 replies
    • 2k views
    • 
    • Dan
    • June 23, 2006

27. Top heavy aggregation

    By Guest jim williams, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Tom Poje
    • August 7, 2003

28. 2008 EOB

    By austin3515, March 27, 2008
    • 16 replies
    • 2k views
    • 
    • Guest
    • March 31, 2008

29. Failure to provide safe harbor notice

    By Guest VAP, November 29, 2000
    • 1 reply
    • 2k views
    • 
    • Alf
    • December 4, 2000

30. Missed 401k Deduction for New Enrollee

    By Guest jefe96, September 1, 2005
    • 3 replies
    • 2k views
    • 
    • WDIK
    • September 2, 2005

31. Partial plan termination - participant count?

    By Richard Anderson, February 1, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 4, 2002

32. non-spousal beneficiaries

    By Guest koolkid, August 1, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • August 2, 2002

33. percentage/performance fee based services for ERISA funds

    By fidu, February 1, 2002
    • 1 reply
    • 2k views
    • 
    • KJohnson
    • February 1, 2002

34. New or Succesor plan?

    By Guest WWPDRC, July 17, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 19, 2006

35. When is Layoff considered Separation of Service?

    By Guest JasonElliott, May 8, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 8, 2001

36. Multiple Employer Safe Harbor Plan

    By buckaroo, February 22, 2011
    • 1 reply
    • 2k views
    • 
    • Below Ground
    • July 17, 2011

37. Start Up 3% Nonelective Safe Harbor

    By Gilmore, August 12, 2020
    • 11 replies
    • 2k views
    • 
    • Bill Presson
    • September 17, 2020

38. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • May 13, 2004

39. Top-Heavy Vesting

    By Guest ndgal, December 5, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 5, 2000

40. RMDs for missing participants

    By Guest ablazer, December 5, 2013   

    • RMD Missing
    • 3 replies
    • 2k views
    • 
    • masteff
    • December 10, 2013

41. Paperless loans

    By k man, July 17, 2001
    • 2 replies
    • 2k views
    • 
    • k man
    • July 17, 2001

42. Who gets the "catch=up" contribution?

    By Guest RBlaine, December 9, 2002
    • 14 replies
    • 2k views
    • 
    • MWeddell
    • December 11, 2002

43. Hardship Withdrawal for Purchase of Residence

    By Scott, May 25, 2000
    • 1 reply
    • 2k views
    • 
    • Jon Chambers
    • May 25, 2000

44. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR, March 17, 2021   

    • new comparability
    • profit sharing
    • (and 3 more)

      Tagged with:

      • new comparability
      • profit sharing
      • profit-sharing
      • nhce
      • hce
    • 18 replies
    • 2k views
    • 
    • BG5150
    • March 18, 2021

45. State elective withholding

    By Guest andmik, July 26, 2001
    • 4 replies
    • 2k views
    • 
    • pmacduff
    • July 27, 2001

46. Top Heavy Correction--Wrong Compensation Defn

    By sloble@crowleyfleck.com, January 13, 2005
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • January 18, 2005

47. Safe Harbor Match

    By Guest moltengater, December 27, 2005
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • December 27, 2005

48. self-managed account supervision

    By Guest MAP, December 15, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 26, 2000

49. Freezing a Money Purchase plan mid-year

    By PMC, October 8, 2001
    • 0 replies
    • 2k views
    • 
    • PMC
    • October 8, 2001

50. Deferrals from Severance pay

    By Guest DaveB, May 3, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • May 4, 1999