401(k) Plans

19,320 topics in this forum

1. ACP refund due... but this year's match not deposited yet

   By AlbanyConsultant, March 15, 2024
   • 8 replies
   • 2k views
   • 
   • Bill Presson
   • March 18, 2024

2. Increase 401(k) Eligibility

   By Nate X, December 18, 2019
   • 9 replies
   • 2k views
   • 
   • Scott50
   • December 20, 2019

3. Delinquent Matching Contributions

   By Guest dick@fbanet.com, May 20, 2005
   • 5 replies
   • 2k views
   • 
   • mbozek
   • May 20, 2005

4. Safe Harbor NEC plan for NHCEs only BRF

   By buckaroo, November 10, 2010
   • 5 replies
   • 2k views
   • 
   • Kevin C
   • July 14, 2011

5. HCE Definition for 2006

   By Guest lawdawg, August 26, 2005
   • 1 reply
   • 2k views
   • 
   • david rigby
   • August 26, 2005

6. Matching Employer Contributions

   By Guest BigO0328, June 12, 2011
   • 7 replies
   • 2k views
   • 
   • Guest
   • June 13, 2011

7. Loan payments for termed ee's

   By WCC, January 30, 2013
   • 15 replies
   • 2k views
   • 
   • Tom Poje
   • January 31, 2013

8. Distributions of Small Balances

   By JKW, January 5, 2011
   • 1 reply
   • 2k views
   • 
   • DMcGovern
   • January 5, 2011

9. QES - employer stock concentration levels change with market fluctuati

   By fidu, December 6, 2001
   • 2 replies
   • 2k views
   • 
   • RLL
   • December 21, 2001

10. QACA Maybe?

    By Brenda Wren, December 14, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 17, 2007

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

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

12. How are corrective distributions treated for top-heavy determination p

    By John A, December 8, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 11, 2000

13. rollover of death benefit for nonspouse beneficiary

    By alexa, April 21, 2008
    • 2 replies
    • 2k views
    • 
    • Peanut Butter Man
    • April 21, 2008

14. 401k withdrawal limit

    By Guest robertcusick, February 1, 2007
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • February 1, 2007

15. 401(k) Deferrals of Fraudulent (Stolen) Compensation

    By kmhaab, December 21, 2017   

    • freeze account
    • theft
    • (and 2 more)

      Tagged with:

      • freeze account
      • theft
      • delay distribution
      • embezzlement
    • 9 replies
    • 2k views
    • 
    • Bird
    • December 22, 2017

16. USERRA & company contribs

    By Brian Gallagher, November 1, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 4, 2004

17. Question regarding allocation of plan expenses

    By Guest VEBA Las Vegas, February 12, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 14, 2004

18. controll group/affiliated service group

    By Guest ars, October 9, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 15, 1999

19. If an employer with a 401(k) plan with a discretionary match decides t

    By Guest Phil L, October 13, 1999
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 28, 1999

20. Stock Attribution

    By Guest Giovanni, April 5, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • April 5, 2004

21. Different Matching Contribution For Different Employees Question

    By metsfan026, April 5, 2025
    • 6 replies
    • 2k views
    • 
    • metsfan026
    • April 11, 2025

22. 411(d)(6)

    By Guest VEBA Las Vegas, September 7, 2005
    • 1 reply
    • 2k views
    • 
    • Locust
    • September 8, 2005

23. Are annual participant statements required to be sent to 401(k) partic

    By pbarrett, December 7, 2000
    • 3 replies
    • 2k views
    • 
    • RCK
    • December 11, 2000

24. Retitling deceased ppt's acct in name of spouse as beneficiary

    By Guest Amy Marie, March 20, 2013
    • 3 replies
    • 2k views
    • 
    • masteff
    • March 21, 2013

25. Installment payment question

    By FundeK, November 14, 2003
    • 1 reply
    • 2k views
    • 
    • FundeK
    • November 20, 2003

26. Current Year ADP/Prior Year ACP/shift MUAT?

    By Guest marie kelly, May 15, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2001

27. Schedule R - Form 5500 Part I Line 3

    By AdKu, October 3, 2017
    • 6 replies
    • 2k views
    • 
    • AdKu
    • October 4, 2017

28. Child Support Arrearages From 401k, Deceased Participant

    By cwallace, December 5, 2018
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • December 6, 2018

29. eliminate a Money Purchase plan

    By FJR, August 2, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 28, 2001

30. What do you do with a SIMPLE 401(k) plan with forfeitures from previou

    By Guest Cato, January 5, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 9, 2001

31. Changing entry dates

    By R. Butler, May 10, 2001
    • 4 replies
    • 2k views
    • 
    • wmyer
    • May 11, 2001

32. ERPA Important?

    By austin3515, December 16, 2010
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • December 22, 2010

33. Change in Vesting Schedule.

    By Guest Thornton, December 26, 1998
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • December 27, 1998

34. Timing of suspending safe harbor match

    By Laura Harrington, June 29, 2009
    • 3 replies
    • 2k views
    • 
    • Kevin C
    • June 30, 2009

35. Rehires

    By Guest JEP, July 9, 2002
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • July 10, 2002

36. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

    • adp
    • compensation
    • 1 reply
    • 2k views
    • 
    • Bird
    • January 23, 2014

37. Business acquisition - merge or terminate plan

    By Tom, September 11, 2025
    • 4 replies
    • 2k views
    • 
    • Paul I
    • September 11, 2025

38. PROTECTED BENEFITS

    By Guest Don J. Smith, March 15, 2001
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • March 16, 2001

39. Rollover to Safe Harbor 401(k) Plan (Does this Blow the Top-Heavy Exemption?)

    By Yesrod5, December 11, 2013
    • 9 replies
    • 2k views
    • 
    • GMK
    • December 11, 2013

40. Failed ADP/ACP Testing

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 11, 2006

41. Severance Pay

    By Guest lindamichals, February 14, 2006
    • 1 reply
    • 2k views
    • 
    • Beltane
    • February 14, 2006

42. safe harbor match 401(k)

    By Gudgergirl, August 7, 2013
    • 13 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

43. Cross-Tested Plan w/ QNEC to Pass ADP Testing

    By austin3515, January 24, 2021
    • 8 replies
    • 2k views
    • 
    • C. B. Zeller
    • January 25, 2021

44. Received letters from DOL after using 5330 to report earnings made up for late 401(k) deposits

    By Guest CBS, December 16, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 17, 2003

45. 401(k) Profit Sharing Plan contribution

    By Guest Theresa, March 7, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • March 10, 2000

46. safe harbor and top heavy

    By FJR, October 4, 2001
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • October 5, 2001

47. EGTRRA vesting change with collective bargaining

    By Guest Ella, September 21, 2001
    • 1 reply
    • 2k views
    • 
    • MGB
    • September 21, 2001

48. Land purchase with 401k assets

    By Pixie, September 23, 2019   

    • real estate
    • 7 replies
    • 2k views
    • 
    • Christine Roberts
    • September 25, 2019

49. Military Leave Question

    By Guest KD40, February 10, 2004
    • 6 replies
    • 2k views
    • 
    • austin3515
    • February 7, 2011

50. Prefunding match subject to accrual rules

    By Guest Jennifer Reid, May 21, 2002
    • 4 replies
    • 2k views
    • 
    • IRC401
    • May 21, 2002