401(k) Plans

19,317 topics in this forum

1. ADP/ACP Prior Year Testing Method

   By fiona1, February 16, 2004
   • 14 replies
   • 6.7k views
   • 
   • §#$%!
   • February 19, 2004

2. Freezing/terminating a money-purchase plan; timing and penalties

   By Guest Gerritsen, February 12, 2001
   • 12 replies
   • 6.7k views
   • 
   • Guest
   • January 7, 2002

3. Distribution Fee for Small Balance

   By pixmax, April 3, 2013
   • 12 replies
   • 6.7k views
   • 
   • Bill Presson
   • April 4, 2013

4. Merging a 401k plan into a 403b plan

   By cpc0506, September 25, 2014
   • 7 replies
   • 6.7k views
   • 
   • Ben Jensen
   • July 31, 2024

5. Wet Signature vs. faxed or copy

   By FundeK, February 20, 2009
   • 9 replies
   • 6.7k views
   • 
   • Guest
   • February 21, 2009

6. How to handle funds of missing beneficiary; participant died 15 years ago

   By PensionNewbee, September 30, 2003
   • 7 replies
   • 6.7k views
   • 
   • Guest
   • October 1, 2003

7. Can a person irrevocable waive receiving a PS contribution?

   By BG5150, October 1, 2008
   • 18 replies
   • 6.7k views
   • 
   • J Simmons
   • October 2, 2008

8. StepChild

   By 30Rock, May 19, 2010
   • 15 replies
   • 6.7k views
   • 
   • Mike Preston
   • May 21, 2010

9. Loan Payment Delay 1 2

   By austin3515, April 1, 2020
   • 64 replies
   • 6.7k views
   • 
   • C. B. Zeller
   • December 9, 2021

10. Crediting Service When Hiring From Temp Agency

    By cheersmate, December 11, 2018   

    • temp agency
    • temp to hire service credit
    • (and 1 more)

      Tagged with:

      • temp agency
      • temp to hire service credit
      • bridging service
    • 16 replies
    • 6.7k views
    • 
    • Kevin C
    • December 17, 2018

11. Limit safe harbor contribution to HCEs

    By WhoLetTheDogsOut, November 26, 2012
    • 18 replies
    • 6.6k views
    • 
    • DMcGovern
    • November 28, 2012

12. Changing from eligible to excluded class

    By Debbie A., April 19, 2019
    • 6 replies
    • 6.6k views
    • 
    • Luke Bailey
    • April 22, 2019

13. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • October 17, 2008

14. k/m testing union + nonunion employees

    By LCARUSI, September 15, 1998
    • 2 replies
    • 6.6k views
    • 
    • david shipp
    • September 15, 1998

15. Volutary after tax contributions

    By Earl, March 14, 2014
    • 10 replies
    • 6.6k views
    • 
    • Earl
    • March 21, 2014

16. 401k entry dates

    By Guest kdzurinda, February 24, 2006
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • February 27, 2006

17. Employee deferrals in excess of plan limitation

    By Guest Kathleen Meagher, September 1, 1998
    • 10 replies
    • 6.6k views
    • 
    • Guest
    • September 2, 1998

18. How to distribute vested benefits owed to illegal aliens?

    By JDuns, January 30, 2003
    • 11 replies
    • 6.6k views
    • 
    • Guest
    • February 5, 2003

19. Rehired Employee and Entry Date

    By Mr Bagwell, August 31, 2016   

    • Entry Date
    • 11 replies
    • 6.6k views
    • 
    • Belgarath
    • September 1, 2016

20. Eligbility for rehire

    By PFranckowiak, May 6, 2010
    • 11 replies
    • 6.6k views
    • 
    • pmacduff
    • May 17, 2010

21. reimbursement of investment management fees incurred by participants in the 401(k)/Profit Sharing Plan

    By Guest shark, March 21, 2011
    • 1 reply
    • 6.6k views
    • 
    • K2retire
    • March 21, 2011

22. Pension Administrator or Benefits Administrator Salary

    By Guest Sara H, January 9, 2002
    • 27 replies
    • 6.6k views
    • 
    • Guest
    • December 26, 2002

23. ESOPs

    By Guest Edward McElroy, August 24, 1998
    • 2 replies
    • 6.6k views
    • 
    • Guest
    • August 24, 1998

24. Catch-up Contributions

    By Guest Terry W, February 16, 2009
    • 39 replies
    • 6.6k views
    • 
    • Guest
    • December 15, 2010

25. Correcting Coverage Failure

    By Guest Midas, May 18, 2005
    • 12 replies
    • 6.6k views
    • 
    • Tom Poje
    • May 20, 2005

26. Vesting -- Rehired Employee

    By Mr Bagwell, May 18, 2017   

    • vesting
    • 17 replies
    • 6.6k views
    • 
    • Mike Preston
    • May 19, 2017

27. How does ObamaCare affect a 401(k) plan?

    By Peter Gulia, February 9, 2013
    • 16 replies
    • 6.6k views
    • 
    • jpod
    • February 15, 2013

28. Imputed Income from Domestic Partner Benefits

    By Christine Roberts, February 26, 2010
    • 5 replies
    • 6.6k views
    • 
    • K2retire
    • October 12, 2015

29. unallocated employer contribution

    By k man, February 25, 2009
    • 14 replies
    • 6.6k views
    • 
    • Guest
    • March 2, 2009

30. Changing Plan's Eligibility Provisions

    By msmith, March 17, 2010
    • 11 replies
    • 6.5k views
    • 
    • msmith
    • March 19, 2010

31. LTD insurance policies in qualified plan -- premiums taxable to partic

    By Guest LOhmer, August 25, 1998
    • 2 replies
    • 6.5k views
    • 
    • LCARUSI
    • August 27, 1998

32. Forcing a 415 Failure

    By Guest Yeti68, March 18, 2014
    • 11 replies
    • 6.5k views
    • 
    • austin3515
    • March 20, 2014

33. negative true-ups?

    By wvbeachgirl, July 7, 2008
    • 4 replies
    • 6.5k views
    • 
    • Bird
    • August 6, 2008

34. NIPA vs. ASPA

    By Guest CCarter, June 6, 2002
    • 7 replies
    • 6.5k views
    • 
    • Guest
    • June 11, 2002

35. 401(k) Plan Termination and Startup

    By mlp0816, February 17, 2015
    • 20 replies
    • 6.5k views
    • 
    • Belgarath
    • August 23, 2018

36. 401(k) after tax contributions

    By Guest BruceC, March 23, 2010
    • 9 replies
    • 6.5k views
    • 
    • Guest
    • March 25, 2010

37. Safe Harbor Non Elective Cont

    By Alex Daisy, April 20, 2010
    • 12 replies
    • 6.5k views
    • 
    • Kevin C
    • May 6, 2010

38. Transfers between union and nonunion plans.

    By Guest revier, September 13, 2004
    • 8 replies
    • 6.5k views
    • 
    • RCK
    • September 15, 2004

39. Safe Harbor to QACA

    By PMC, November 13, 2008
    • 6 replies
    • 6.5k views
    • 
    • Tom Poje
    • November 19, 2008

40. Payroll Service Stops 401k Deduction in Error

    By DP, September 23, 2009
    • 7 replies
    • 6.5k views
    • 
    • Kevin C
    • October 1, 2009

41. Plans that require 1 year of service PLUS 1,000 hours

    By Guest meeh3704, September 22, 2008
    • 20 replies
    • 6.5k views
    • 
    • Guest
    • September 24, 2008

42. Catch-up Contributions and 401(a)(17) Limit

    By rocknrolls2, November 16, 2001
    • 17 replies
    • 6.4k views
    • 
    • mbozek
    • September 11, 2002

43. California Final Wages

    By longjongbongkingkong, September 11, 2023
    • 5 replies
    • 6.4k views
    • 
    • ratherbereading
    • September 12, 2023

44. Discontinue safe harbor 3%

    By rlb64, December 16, 2008
    • 25 replies
    • 6.4k views
    • 
    • Kevin C
    • December 29, 2008

45. Excess deferral earnings calc

    By Guest JWR, December 21, 2010
    • 6 replies
    • 6.4k views
    • 
    • Übernerd
    • October 10, 2011

46. Help with QNEC calculation.

    By Guest Francie Purnell, April 25, 2001
    • 4 replies
    • 6.4k views
    • 
    • Guest
    • April 25, 2001

47. Safe Harbor Match with Discretionary Match

    By Will.I.Am, June 20, 2018   

    • safe harbor match
    • discretionary match
    • 7 replies
    • 6.4k views
    • 
    • Tom Poje
    • June 22, 2018

48. 410(b)(6)(C) - the meaning of "significantly changed"?

    By Guest lawdawg, February 16, 2001
    • 4 replies
    • 6.4k views
    • 
    • Guest
    • February 20, 2001

49. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 6.4k views
    • 
    • Guest
    • February 14, 2003

50. Elapsed Time Vesting Question

    By TBob, January 25, 2006
    • 2 replies
    • 6.4k views
    • 
    • david rigby
    • January 25, 2006