401(k) Plans

19,275 topics in this forum

1. USA Patriot Act vs. Graham Leach Bliley

   By fidu, February 28, 2002
   • 0 replies
   • 2k views
   • 
   • fidu
   • February 28, 2002

2. Amending Safe Harbor Plan

   By Shannon, December 16, 2008
   • 2 replies
   • 2k views
   • 
   • K2retire
   • March 13, 2009

3. after-tax employee contributions

   By alexa, April 28, 2002
   • 3 replies
   • 2k views
   • 
   • Mike Preston
   • April 29, 2002

4. ADP refund earnings and catch-ups

   By Guest HFOSTER, February 10, 2004
   • 1 reply
   • 2k views
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   • jaemmons
   • February 12, 2004

5. QDCF and spousal consent

   By Guest Hans Lewis, April 15, 2006
   • 1 reply
   • 2k views
   • 
   • david rigby
   • April 16, 2006

6. 401(k) Match Reduction

   By Guest IraSue, March 20, 2007
   • 8 replies
   • 2k views
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   • JanetM
   • March 22, 2007

7. 401k Loans

   By Guest planadmin101, October 8, 2001
   • 1 reply
   • 2k views
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   • QDROphile
   • October 8, 2001

8. Mandatory Cash Out

   By Guest ebailey, May 19, 2009
   • 2 replies
   • 2k views
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   • QDROphile
   • May 20, 2009

9. Corrective allocations a fiduciary issue?

   By Guest, December 12, 2000
   • 8 replies
   • 2k views
   • 
   • Jon Chambers
   • December 14, 2000

10. RMD amendment

    By k man, November 8, 2001
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • November 8, 2001

11. New safe harbor 401k compensation definition

    By Guest ladycpa2, March 12, 2008
    • 1 reply
    • 2k views
    • 
    • Lou S.
    • March 12, 2008

12. Safe Harbor 401(k)nonelective contribution satisfied in money purchase

    By Guest Bill Mulkern, February 16, 1999
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • April 12, 2016

13. ADP refund question

    By roy819, November 20, 2024
    • 9 replies
    • 2k views
    • 
    • Lou S.
    • November 21, 2024

14. Marriage by proxy - "spouse" required as beneficiary??

    By Guest Sara H, December 21, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 2001

15. Lost Earnings - Reflecting on Form 5500

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

16. Highly Compensated Employees

    By Guest jetfaninmn, February 13, 2006
    • 3 replies
    • 2k views
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    • WDIK
    • February 13, 2006

17. Standardized to Non-Standardized

    By Guest shaul, November 27, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 27, 2009

18. 2 plans merging, what to do with ADP test?

    By Guest lindamichals, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • rcline46
    • November 29, 2005

19. Profit Sharing Cont. w/ an integrated plan

    By Guest Sara H, December 17, 1998
    • 1 reply
    • 2k views
    • 
    • Chester
    • December 17, 1998

20. Loan fees paid by participant

    By Guest Judy S, September 10, 2004
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 13, 2004

21. Plan Loan

    By Madison71, November 27, 2007
    • 5 replies
    • 2k views
    • 
    • Jim Chad
    • February 20, 2012

22. What Entry Dates - Early Participation vs. Disaggregation

    By smm, January 15, 2008
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • February 21, 2008

23. Excess match but no excess deferrals

    By Guest LLandau, May 16, 2002
    • 4 replies
    • 2k views
    • 
    • pjkoehler
    • May 17, 2002

24. Qslob

    By Guest Lex, November 14, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 14, 2002

25. 401K Liquidation Tax Nightmare (Divorce)

    By Guest Fplanner2014, February 26, 2014
    • 2 replies
    • 2k views
    • 
    • ESOP Guy
    • February 26, 2014

26. Participant Loan w/ Wrong Interest Rate

    By austin3515, December 9, 2019
    • 12 replies
    • 2k views
    • 
    • Luke Bailey
    • December 10, 2019

27. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

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

28. midyear change to safe harbor 401k

    By Guest jc1457, February 19, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 19, 2007

29. DB plan with a DC provision. Is this weird or what?

    By Guest perplexed, February 1, 2005
    • 7 replies
    • 2k views
    • 
    • g8r
    • February 8, 2005

30. Secure Act - RMD Changes - Amendment Needed?

    By Stash026, January 9, 2020
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • January 10, 2020

31. 945's & 1096's

    By austin3515, May 4, 2005
    • 6 replies
    • 2k views
    • 
    • austin3515
    • May 4, 2005

32. Match True Up

    By Guest Mikk, February 13, 2009
    • 4 replies
    • 2k views
    • 
    • K2retire
    • February 17, 2009

33. 5500 Schedule of Assets Held

    By austin3515, June 10, 2003
    • 0 replies
    • 2k views
    • 
    • austin3515
    • June 10, 2003

34. Company went bankrupt, cannot get access to funds

    By Guest provingring, July 31, 2009
    • 3 replies
    • 2k views
    • 
    • Kevin C
    • July 31, 2009

35. What is best way to merge an existing money purchase plan into an exis

    By John A, October 27, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 7, 1999

36. SH QNEC and additoinal NEC

    By justatester, September 29, 2009
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 1, 2009

37. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

38. Loan delinquency Notices

    By Guest BigBish, November 6, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 7, 2006

39. Hardship Withdrawal - Natural Disaster

    By LMOC, April 2, 2015
    • 2 replies
    • 1.9k views
    • 
    • LMOC
    • April 6, 2015

40. Rehired employee wants to buy back formerly forfeited benefit under th

    By Guest Carolyn Cassetty, November 10, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 14, 2000

41. Can Beneficiary live outside us?

    By Guest chris4013, January 5, 2005
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • January 5, 2005

42. Filed Form 5558 and now we determine 5500 is not required

    By ESI2015, October 31, 2019
    • 5 replies
    • 1.9k views
    • 
    • Larry Starr
    • October 31, 2019

43. Prohibited transaction/diversification

    By k man, January 17, 2002
    • 12 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 23, 2002

44. Interpretation of Entry Date - First Payroll

    By Guest Chaffee, September 3, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • September 22, 2004

45. Top Heavy minimum in 401(k) plan triggered by SEP IRA contribution?

    By AndrewZ, December 22, 2014
    • 5 replies
    • 1.9k views
    • 
    • AndrewZ
    • December 23, 2014

46. Fiscal year / catch-up / ADP test

    By Guest JPIngold, November 10, 2009
    • 1 reply
    • 1.9k views
    • 
    • Kevin C
    • November 12, 2009

47. Exception to the "same desk" rule?

    By Guest, February 13, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2000

48. Required top heavy aggregation if newly promoted key's account balance

    By KJohnson, April 26, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 11, 2001

49. Hardship Withdrawals

    By Guest Scott Holechek, April 22, 2003
    • 3 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • April 25, 2003

50. Control Group/ Testing

    By pixmax, September 10, 2009
    • 6 replies
    • 1.9k views
    • 
    • Sully
    • September 10, 2009