401(k) Plans

19,275 topics in this forum

1. Testing match contribution based on years of service

   By Guest LoloV, October 24, 2002
   • 16 replies
   • 5.2k views
   • 
   • austin3515
   • October 26, 2002

2. 1099-R Code for CARES Act withdrawal

   By Susan S., April 2, 2020
   • 16 replies
   • 5.3k views
   • 
   • Bird
   • January 25, 2021

3. Former Partner as Trustee

   By austin3515, December 5, 2014
   • 16 replies
   • 1.8k views
   • 
   • Peter Gulia
   • December 8, 2014

4. Amendment to add otherwise ineligible participant

   By Guest Powers, March 19, 2007
   • 16 replies
   • 3.4k views
   • 
   • austin3515
   • March 21, 2007

5. Self-employed 401(k) profit sharing plan

   By pmacduff, February 24, 2004
   • 16 replies
   • 1.7k views
   • 
   • pmacduff
   • February 24, 2004

6. Employer failed to deposit my 401k funds

   By Guest frogman, November 27, 2004
   • 16 replies
   • 15.3k views
   • 
   • mbozek
   • December 1, 2004

7. Is it an RMD if taken before the RBD?

   By MrKnowItLittle, February 4, 2015
   • 16 replies
   • 2.5k views
   • 
   • mbozek
   • February 6, 2015

8. Deferrals Based on Non-Compete Payments?

   By Christine Roberts, March 20, 2002
   • 16 replies
   • 4.7k views
   • 
   • IRC401
   • March 21, 2002

9. 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
   • 6.6k views
   • 
   • Kevin C
   • December 17, 2018

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

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

11. Minimum Deferral %

    By 30Rock, April 27, 2010
    • 16 replies
    • 2.9k views
    • 
    • GMK
    • May 7, 2010

12. Roth Deferrals and 402(g) Violation

    By buckaroo, April 27, 2010
    • 16 replies
    • 7k views
    • 
    • austin3515
    • May 4, 2010

13. HIGHLY COMPENSATED EMPLOYEES ONLY

    By jeanh, December 8, 2017
    • 16 replies
    • 3.6k views
    • 
    • K2retire
    • December 11, 2017

14. Cannabis Companies

    By coleboy, July 16, 2020
    • 16 replies
    • 2.9k views
    • 
    • Luke Bailey
    • November 2, 2021

15. Are plans required to allow catch-up?

    By oriecat, August 9, 2004
    • 16 replies
    • 1.9k views
    • 
    • R. Butler
    • August 20, 2004

16. Substantial and Recurring Contributions

    By austin3515, September 17, 2013
    • 16 replies
    • 4.3k views
    • 
    • david rigby
    • September 18, 2013

17. BR&F - Match formula based on YOS

    By austin3515, February 8, 2015
    • 16 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 10, 2015

18. Aduit 401k and MPP combined

    By sdix401k, September 14, 2007
    • 16 replies
    • 2.9k views
    • 
    • Guest
    • September 26, 2007

19. Match Calculation - Who is responsible?

    By katie58, September 6, 2018
    • 16 replies
    • 2.6k views
    • 
    • ARPC
    • September 11, 2018

20. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.5k views
    • 
    • Kevin C
    • May 22, 2009

21. Deferral deposit for large plans

    By 52626, February 10, 2015
    • 16 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2015

22. Earnings for a missed deferral election -Always DOL Calculator?

    By Loves401(k), April 2, 2018
    • 16 replies
    • 11.4k views
    • 
    • Bird
    • August 8, 2019

23. Self Directed Plan

    By Gary, September 12, 2008
    • 16 replies
    • 2.1k views
    • 
    • J Simmons
    • September 15, 2008

24. Retirement Age on the plan

    By dragondon, November 29, 2022
    • 16 replies
    • 1.6k views
    • 
    • BenefitJack
    • December 6, 2022

25. "Mega" 401(k)

    By thepensionmaven, December 22, 2023
    • 16 replies
    • 2.1k views
    • 
    • Below Ground
    • January 4, 2024

26. Vesting at Normal Retirement Age

    By EBECatty, December 19, 2024
    • 16 replies
    • 3.2k views
    • 
    • C. B. Zeller
    • March 11

27. Do you True Up a Basic Safe Harbor Match at the end of the year?

    By TBob, January 22, 2004
    • 16 replies
    • 18.7k views
    • 
    • rlb64
    • August 5, 2004

28. Who is the best ERISA attorney in the U.S.

    By Guest koo, October 8, 2009
    • 16 replies
    • 7.7k views
    • 
    • Ron Snyder
    • October 16, 2009

29. Section 401(a) 17 Limits

    By MARYMM, August 21, 2006
    • 16 replies
    • 11.2k views
    • 
    • austin3515
    • October 18, 2018

30. Military Leave

    By Guest At Peace, March 3, 2003
    • 16 replies
    • 4.7k views
    • 
    • Belgarath
    • April 14, 2003

31. investment options in 401k

    By Guest lip, April 23, 2008
    • 16 replies
    • 3.5k views
    • 
    • Guest
    • April 28, 2008

32. HCE limited in deferrals, looking for alternatives

    By Lori H, February 3, 2005
    • 16 replies
    • 2.6k views
    • 
    • WDIK
    • February 4, 2005

33. SECURE - LTPT EEs - Interns?

    By doombuggy, October 25, 2023
    • 16 replies
    • 2.6k views
    • 
    • Peter Gulia
    • October 29, 2023

34. CARES Act Qualified Individual

    By Lolo, April 14, 2020
    • 16 replies
    • 2.5k views
    • 
    • spiritrider
    • June 6, 2020

35. Terminating a one person 401-k

    By Guest Bob Monte, November 9, 2004
    • 16 replies
    • 3.9k views
    • 
    • Bird
    • November 13, 2004

36. Can you eliminate QJSA under the new 411(d)(6) regs, even if QJSA is y

    By Guest Beth N, February 15, 2001
    • 16 replies
    • 4.9k views
    • 
    • Kirk Maldonado
    • October 23, 2002

37. Safe Harbor Mid-Year Suspension and Top Heavy

    By ERISAAPPLE, May 24, 2018   

    • safe harbor
    • top heavy
    • 16 replies
    • 2.6k views
    • 
    • ERISAAPPLE
    • May 26, 2018

38. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 2.8k views
    • 
    • My 2 cents
    • May 23, 2016

39. Federal Criminal Garnishments

    By New to Erisa, July 21, 2017
    • 16 replies
    • 5.8k views
    • 
    • Benefits to all
    • December 20, 2017

40. Last Day Allocation Condition

    By Vlad401k, April 5, 2018
    • 16 replies
    • 4.8k views
    • 
    • Bob H
    • November 14, 2022

41. Time frame for amending Eligibility service Requirement

    By Guest ChopperPilot, February 24, 2005
    • 16 replies
    • 2.2k views
    • 
    • Earl
    • February 27, 2005

42. 2008 EOB

    By austin3515, March 27, 2008
    • 16 replies
    • 2k views
    • 
    • Guest
    • March 31, 2008

43. NON TOP HEAVY SAFE HARBOR 401(k) PLANS

    By Guest Julie Woulfe, April 30, 2003
    • 16 replies
    • 2.1k views
    • 
    • Guest
    • April 30, 2003

44. Normal Retirement Age

    By James Matt Ullakko, February 20, 2002
    • 16 replies
    • 11.8k views
    • 
    • James Matt Ullakko
    • March 7, 2002

45. Under $5k distributions

    By Guest benefitsanalyst, July 22, 2002
    • 16 replies
    • 3.9k views
    • 
    • actuarysmith
    • July 25, 2002

46. IRS Audit - missing original plan document

    By Guest ubpMR, May 2, 2002
    • 16 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 6, 2002

47. Rehire - Refresher Course

    By PainPA, December 9, 2009
    • 16 replies
    • 4.5k views
    • 
    • Jim Chad
    • December 29, 2017

48. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 3.8k views
    • 
    • K2retire
    • October 20, 2011

49. What would prevent a PLLC from going back and funding retroactively

    By Lori H, November 16, 2007
    • 16 replies
    • 1.8k views
    • 
    • Lori H
    • December 4, 2007

50. Would beneficiary witnessing signature invalidate designation?

    By Guest FREE401k, March 29, 2001
    • 16 replies
    • 7.8k views
    • 
    • Guest
    • April 6, 2001