401(k) Plans

19,321 topics in this forum

1. Carve Out Method

   By CJS07, June 21, 2007
   • 5 replies
   • 3.2k views
   • 
   • Mike Preston
   • January 24, 2008

2. Trust needs to be notarized?

   By Dennis Povloski, May 5, 2011
   • 5 replies
   • 1.9k views
   • 
   • Bill Presson
   • May 9, 2011

3. Rollovers for Non-REsponders - Plan Term

   By austin3515, May 2, 2012
   • 5 replies
   • 1k views
   • 
   • austin3515
   • May 4, 2012

4. "I was told it would be fine." Excluded Division

   By Mr Bagwell, March 10, 2016   

   • excluded division
   • 5 replies
   • 1.1k views
   • 
   • Mr Bagwell
   • March 10, 2016

5. Existing 401(k) Plan and adding SHNEC

   By Theresa, April 16, 2019
   • 5 replies
   • 1.7k views
   • 
   • Jim Chad
   • April 16, 2019

6. stock sale and transitional relief

   By AlbanyConsultant, January 20, 2021
   • 5 replies
   • 800 views
   • 
   • EBECatty
   • January 21, 2021

7. Eliminate DB stuff from DC plan? I hope?

   By Guest SJPrince, September 29, 2000
   • 5 replies
   • 1.7k views
   • 
   • david rigby
   • September 29, 2000

8. FMLA

   By austin3515, April 23, 2007
   • 5 replies
   • 5.2k views
   • 
   • JanetM
   • April 23, 2007

9. 401K 2nd Loan

   By MareiL, April 8, 2018
   • 5 replies
   • 8k views
   • 
   • MareiL
   • April 10, 2018

10. Confused about 401K entry date and income eligibility

    By Ajay Mani, April 17, 2020
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 17, 2020

11. Inalienability of Benefits

    By Guest Kriso, April 30, 2003
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2003

12. 401(k) Plan Termination

    By Guest Cookiemonster, March 29, 2004
    • 5 replies
    • 2.4k views
    • 
    • Just Me
    • April 2, 2004

13. 401k Plan

    By Guest Lindee, February 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 29, 2008

14. Coverage Failure

    By justatester, April 1, 2009
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 3, 2009

15. Controlled group 401(k) first plan year as large plan

    By kwalified, August 13, 2013   

    • NQDC as an option?
    • 5 replies
    • 1k views
    • 
    • kwalified
    • August 19, 2013

16. Can Plan Sponsor Reimburse Plan for Fees Paid?

    By JWRB, June 1, 2017
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • June 2, 2017

17. Eligibility for Hardship Distribution

    By metsfan026, November 1, 2024
    • 5 replies
    • 1.2k views
    • 
    • fmsinc
    • November 5, 2024

18. Effectivity of 401k limit changes

    By Guest fred37, November 20, 2002
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 26, 2002

19. 401(k) loan doc

    By Guest andrew@falesandco.com, September 20, 2007
    • 5 replies
    • 1.3k views
    • 
    • Kimberly S
    • September 21, 2007

20. One Employer - 2 Plans?

    By 401kSteve, September 30, 2020
    • 5 replies
    • 742 views
    • 
    • Bob the Swimmer
    • October 2, 2020

21. New Comp. Plan Diff entry for deferrals and Prof. Shar.

    By Guest dlm, June 28, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 6, 2001

22. Employee status?

    By k man, March 11, 2002
    • 5 replies
    • 2.3k views
    • 
    • k man
    • March 11, 2002

23. Participant has Excess Deferral for 2003 $1,000. Payroll Admin. at Company wants to know if she can adjust (Reduce) the amount of Deferral on 2003 W-2

    By Guest ROB VIDOVICH, January 6, 2004
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • January 6, 2004

24. controlled group member adopts prototype but participates in a different plan

    By k man, March 12, 2004
    • 5 replies
    • 1.5k views
    • 
    • k man
    • March 15, 2004

25. Maximizing Catch Up

    By khn, September 7, 2016
    • 5 replies
    • 774 views
    • 
    • ETA Consulting LLC
    • September 9, 2016

26. Part time employees

    By Dougsbpc, September 16, 2025
    • 5 replies
    • 2.2k views
    • 
    • austin3515
    • September 18, 2025

27. 401(k) and pension

    By Guest cgiebel, July 22, 2003
    • 5 replies
    • 1.9k views
    • 
    • Harwood
    • July 23, 2003

28. Tips and Deferrals

    By Randy Watson, June 22, 2006
    • 5 replies
    • 3.9k views
    • 
    • MWeddell
    • December 21, 2009

29. Latest date to add a 401(k) Feature to a profit sharing plan

    By Guest DCquestioner, November 7, 2008
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 10, 2008

30. Failure of Beneficiary Designation

    By RCK, November 10, 2009
    • 5 replies
    • 2k views
    • 
    • Bird
    • November 11, 2009

31. PenChecks Auto IRA's

    By austin3515, November 18, 2010
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • November 19, 2010

32. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.3k views
    • 
    • masteff
    • January 12, 2012

33. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • March 15, 2004

34. Matches

    By coleboy, May 31, 2018
    • 5 replies
    • 769 views
    • 
    • MWeddell
    • June 1, 2018

35. Catch-up 60-63

    By Tom, January 9, 2025
    • 5 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • January 10, 2025

36. Davis Bacon/ Prevailing Wage Plan

    By JKW, June 29, 2010
    • 5 replies
    • 2.8k views
    • 
    • austin3515
    • June 29, 2010

37. 8955 SSA may be entitled to a benefit

    By WCC, May 16, 2013   

    • who has to prove it?
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • May 16, 2013

38. Master Trust or Not?

    By Guest Walter Patricio, October 1, 1999
    • 5 replies
    • 6k views
    • 
    • MoJo
    • October 5, 1999

39. Bonus Election When Paid w. Regular Payroll

    By 401questions, June 28, 2024
    • 5 replies
    • 914 views
    • 
    • Peter Gulia
    • July 1, 2024

40. Hours requirement... got me thinking

    By Basically, September 5, 2024
    • 5 replies
    • 887 views
    • 
    • Basically
    • September 5, 2024

41. plan loans for family members

    By Guest sheadan, March 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2001

42. Controlled Group and Coverage Testing

    By justatester, May 3, 2012
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 4, 2012

43. 401k Compliance Issue (True Up Calc Dispute…)

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

44. 404a5 Fee Disclosures

    By CLE401kGuy, April 11, 2014
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • April 14, 2014

45. pooled accounts & quarterly/annual statements

    By TPApril, October 31, 2017
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 1, 2017

46. HCE determination--anyone electing top paid group?

    By Guest SJPrince, September 24, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 5, 1999

47. "Deemed 125 Compensation"

    By Belgarath, April 12, 2023
    • 5 replies
    • 3.9k views
    • 
    • bito'money
    • April 15, 2023

48. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • March 17, 2011

49. Excess Aggregate Contribution

    By Guest sviola, December 2, 2011
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 5, 2011

50. Board Compensation and Individual 401k Plan

    By chriskkelly, February 20, 2018
    • 5 replies
    • 2.9k views
    • 
    • jpod
    • February 22, 2018