401(k) Plans

19,275 topics in this forum

1. StepChild

   By 30Rock, May 19, 2010
   • 15 replies
   • 6.5k views
   • 
   • Mike Preston
   • May 21, 2010

2. k/m testing union + nonunion employees

   By LCARUSI, September 15, 1998
   • 2 replies
   • 6.5k views
   • 
   • david shipp
   • September 15, 1998

3. Correcting Coverage Failure

   By Guest Midas, May 18, 2005
   • 12 replies
   • 6.5k views
   • 
   • Tom Poje
   • May 20, 2005

4. Employee deferrals in excess of plan limitation

   By Guest Kathleen Meagher, September 1, 1998
   • 10 replies
   • 6.5k views
   • 
   • Guest
   • September 2, 1998

5. Safe Harbor Mid-Year MERGER

   By JustMe, July 30, 2020
   • 15 replies
   • 6.5k views
   • 
   • JustMe
   • August 10, 2020

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

   By Guest shark, March 21, 2011
   • 1 reply
   • 6.5k views
   • 
   • K2retire
   • March 21, 2011

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

   By JDuns, January 30, 2003
   • 11 replies
   • 6.5k views
   • 
   • Guest
   • February 5, 2003

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

   By Peter Gulia, February 9, 2013
   • 16 replies
   • 6.5k views
   • 
   • jpod
   • February 15, 2013

9. Changing Plan's Eligibility Provisions

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

10. unallocated employer contribution

    By k man, February 25, 2009
    • 14 replies
    • 6.5k views
    • 
    • Guest
    • March 2, 2009

11. Distribution Fee for Small Balance

    By pixmax, April 3, 2013
    • 12 replies
    • 6.5k views
    • 
    • Bill Presson
    • April 4, 2013

12. Eligbility for rehire

    By PFranckowiak, May 6, 2010
    • 11 replies
    • 6.5k views
    • 
    • pmacduff
    • May 17, 2010

13. Catch-up Contributions

    By Guest Terry W, February 16, 2009
    • 39 replies
    • 6.5k views
    • 
    • Guest
    • December 15, 2010

14. 401k Loan - Deemed Distribution Date?

    By Gannuscio, August 11, 2016   

    • Distribution Date
    • 401k Loan
    • (and 1 more)

      Tagged with:

      • Distribution Date
      • 401k Loan
      • 1099
    • 24 replies
    • 6.5k views
    • 
    • Gannuscio
    • August 18, 2016

15. 401(k) after tax contributions

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

16. ESOPs

    By Guest Edward McElroy, August 24, 1998
    • 2 replies
    • 6.5k views
    • 
    • Guest
    • August 24, 1998

17. negative true-ups?

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

18. Safe Harbor to QACA

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

19. Forcing a 415 Failure

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

20. Processing delays with Nationwide

    By AndyH, February 27, 2024
    • 13 replies
    • 6.5k views
    • 
    • Tony 2
    • October 1, 2024

21. 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

22. Hardship withdrawal for construction of primary residence

    By Guest tlarson, January 4, 2002
    • 3 replies
    • 6.5k views
    • 
    • Erik Read
    • January 8, 2002

23. Safe Harbor Non Elective Cont

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

24. Loan Payment Delay 1 2

    By austin3515, April 1, 2020
    • 64 replies
    • 6.5k views
    • 
    • C. B. Zeller
    • December 9, 2021

25. Imputed Income from Domestic Partner Benefits

    By Christine Roberts, February 26, 2010
    • 5 replies
    • 6.4k views
    • 
    • K2retire
    • October 12, 2015

26. Changing from eligible to excluded class

    By Debbie A., April 19, 2019
    • 6 replies
    • 6.4k views
    • 
    • Luke Bailey
    • April 22, 2019

27. 401(k) Plan Termination and Startup

    By mlp0816, February 17, 2015
    • 20 replies
    • 6.4k views
    • 
    • Belgarath
    • August 23, 2018

28. Help with QNEC calculation.

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

29. Transfers between union and nonunion plans.

    By Guest revier, September 13, 2004
    • 8 replies
    • 6.4k views
    • 
    • RCK
    • September 15, 2004

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

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

31. Payroll Service Stops 401k Deduction in Error

    By DP, September 23, 2009
    • 7 replies
    • 6.4k views
    • 
    • Kevin C
    • October 1, 2009

32. S corps, General Partnerships, and 401(k) Withholding

    By Chris123, February 21, 2020
    • 13 replies
    • 6.4k views
    • 
    • C. B. Zeller
    • March 22, 2021

33. NIPA vs. ASPA

    By Guest CCarter, June 6, 2002
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • June 11, 2002

34. Elapsed Time Vesting Question

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

35. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • October 17, 2008

36. Wickersham retired?

    By KJohnson, May 9, 2003
    • 16 replies
    • 6.4k views
    • 
    • Guest
    • May 16, 2003

37. Excess deferral earnings calc

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

38. 410(b)(6)(C) - the meaning of "significantly changed"?

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

39. Discontinue safe harbor 3%

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

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

    By Guest meeh3704, September 22, 2008
    • 20 replies
    • 6.4k views
    • 
    • Guest
    • September 24, 2008

41. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.3k views
    • 
    • TLGeer
    • July 15, 2007

42. "True up" matching contributions under a standard plan

    By Guest Kimberly Flett, November 30, 2001
    • 5 replies
    • 6.3k views
    • 
    • R. Butler
    • November 30, 2001

43. Non-safe harbor Hardship Withdrawal

    By Guest JDL, February 6, 2003
    • 4 replies
    • 6.3k views
    • 
    • austin3515
    • February 8, 2003

44. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils, November 11, 2014
    • 7 replies
    • 6.3k views
    • 
    • Tom Poje
    • March 14, 2016

45. limitation year / non-calendar year plans

    By Guest, April 3, 2000
    • 1 reply
    • 6.3k views
    • 
    • John A
    • April 4, 2000

46. Rehired Employee and Entry Date

    By Mr Bagwell, August 31, 2016   

    • Entry Date
    • 11 replies
    • 6.3k views
    • 
    • Belgarath
    • September 1, 2016

47. 401k Compliance Issue (True Up Calc Dispute…)

    By Guest 4o1kAdm1n, August 3, 2012
    • 5 replies
    • 6.3k views
    • 
    • K2retire
    • August 3, 2012

48. 5% reportable transaction

    By wsp, September 20, 2006
    • 5 replies
    • 6.3k views
    • 
    • wsp
    • September 22, 2006

49. Discretionary Match

    By Guest Sehrl, March 6, 2003
    • 9 replies
    • 6.3k views
    • 
    • g8r
    • June 20, 2003

50. Annual Compensation Limit and Deferrals

    By StevenM, December 23, 2015   

    • 401(a)(17)
    • 6 replies
    • 6.3k views
    • 
    • Kevin C
    • December 24, 2015