401(k) Plans

19,321 topics in this forum

1. Top 20% Calculation

   By justatester, March 8, 2013   

   • Impact with an asset sale
   • 1 reply
   • 1.9k views
   • 
   • 12AX7
   • March 9, 2013

2. solo 401k add wife in family business

   By Guest weprin, February 13, 2008
   • 3 replies
   • 1.9k views
   • 
   • Bird
   • February 13, 2008

3. Are there reasons not to merge union and non-union plans?

   By Peter Gulia, March 31, 2023
   • 7 replies
   • 1.9k views
   • 
   • Below Ground
   • April 5, 2023

4. ADP/ACP Test

   By Guest CCarter, January 23, 2002
   • 6 replies
   • 1.9k views
   • 
   • MWeddell
   • January 25, 2002

5. Pre-Tax or Roth Deferrals but not both

   By pensionam, November 8, 2018
   • 15 replies
   • 1.9k views
   • 
   • thepensionmaven
   • November 13, 2018

6. 401 k rollover problem

   By Guest me, May 25, 2000
   • 6 replies
   • 1.9k views
   • 
   • Jon Chambers
   • May 25, 2000

7. Non spouse Beneficiary death benefit

   By Nassau, June 27, 2011
   • 3 replies
   • 1.9k views
   • 
   • ETA Consulting LLC
   • June 27, 2011

8. Failure To Make Contribution

   By goldtpa, February 28, 2003
   • 4 replies
   • 1.9k views
   • 
   • mbozek
   • March 3, 2003

9. Failed ADP Test

   By goldtpa, March 1, 2004
   • 1 reply
   • 1.9k views
   • 
   • jquazza
   • March 1, 2004

10. ERISA 404(c) disclosures and white-label funds

    By SavingsRUS, August 25, 2015
    • 4 replies
    • 1.9k views
    • 
    • SavingsRUS
    • August 25, 2015

11. Top Heavy Contributions(- not made)

    By Guest LBH, May 29, 2002
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 30, 2002

12. Not really a plan question, but...

    By stevena, October 21, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2005

13. One Plan Term, New Plan Start, Waiting period?

    By Guest James Osterhaus, June 28, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • July 18, 2001

14. personal rate of return

    By Guest 401k guru, September 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • September 24, 2001

15. "Lost Participants"

    By Guest Laura Millwood, May 27, 1999
    • 7 replies
    • 1.9k views
    • 
    • david rigby
    • June 23, 1999

16. Which governmental units are allowed to offer 401(K) plans?

    By jlf, July 11, 2001
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • July 13, 2001

17. Final Loan Regs

    By Guest lforesz, December 4, 2002
    • 11 replies
    • 1.9k views
    • 
    • E as in ERISA
    • March 5, 2003

18. Designating Beneficiary

    By Guest AdminFL, October 10, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2001

19. PPA/Distribution Notices

    By austin3515, January 12, 2007
    • 3 replies
    • 1.9k views
    • 
    • blue
    • March 28, 2007

20. EPCRS

    By Nassau, April 3, 2008
    • 0 replies
    • 1.9k views
    • 
    • Nassau
    • April 3, 2008

21. Loan

    By Guest Hgreer, March 13, 2012
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2012

22. Freezing nondiscretionary match & Notice requirements

    By alexa, April 20, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • April 21, 2008

23. Solo 401k and money purchase plan

    By Guest weprin, December 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • December 6, 2002

24. Employer Matching Contribution for 401K

    By Guest Beth2009, August 18, 2009
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • August 19, 2009

25. 5500 deadline

    By Guest ars, September 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 18, 1999

26. Plan Termination

    By KevinMc, November 20, 2019
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 21, 2019

27. True Up Matching Contributions

    By J. Bringhurst, December 12, 2006
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • December 13, 2006

28. A New Failed ADP Correction Method

    By Guest D_NITSCHE, February 5, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 1999

29. 402(g) excess included in 415?

    By BG5150, January 29, 2019
    • 4 replies
    • 1.9k views
    • 
    • duckthing
    • February 1, 2019

30. Reduce or Stop Salary Deferral

    By §#$%!, September 30, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 1, 2008

31. to merge or terminate...

    By Guest SJPrince, July 7, 2000
    • 1 reply
    • 1.9k views
    • 
    • pjkoehler
    • July 7, 2000

32. ASPA highlight

    By Tom Poje, November 2, 2001
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 6, 2001

33. Fees charged to terminated participants

    By LCARUSI, July 6, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 6, 1999

34. Catch-up: Non-calendar year plan

    By smm, January 14, 2002
    • 3 replies
    • 1.9k views
    • 
    • John A
    • January 15, 2002

35. Student loan repayment

    By Belgarath, September 17, 2020
    • 14 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2020

36. What do with current 401K now that I'm starting a business

    By Guest Jack_Norton, March 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Bill Berke
    • March 6, 2001

37. Automatic Enrollment & rehires

    By R. Butler, September 21, 2010
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • September 21, 2010

38. Controlled Group - Spouse Attribution

    By ERISA13, October 21, 2014
    • 3 replies
    • 1.9k views
    • 
    • Calavera
    • October 23, 2014

39. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 6, 2003

40. Prohibited Transaction??

    By Guest PLHart, August 29, 2003
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • August 25, 2004

41. Tips for passing ADP test - plan with large number of transient worker

    By maverick, May 24, 2002
    • 7 replies
    • 1.9k views
    • 
    • maverick
    • May 24, 2002

42. Obligations of Financial Groups to Employees Information/Training upda

    By Guest valvobill, January 13, 2001
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • February 4, 2001

43. Roth 401(k)

    By Guest lskin, September 26, 2005
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 29, 2005

44. Stipulated income

    By bdeancpa, November 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • bdeancpa
    • November 15, 2005

45. Roth Contributions and Failed ADP test

    By blue, February 12, 2008
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2008

46. Confusion over matching contributions on payroll basis.

    By Guest IanHanson, November 1, 2004
    • 4 replies
    • 1.9k views
    • 
    • Archimage
    • November 2, 2004

47. hardship withdrawal

    By Guest cusinit66, October 7, 2005
    • 3 replies
    • 1.9k views
    • 
    • JanetM
    • October 7, 2005

48. safe harbor - last day rule allowed?

    By Guest billy bong, September 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • September 21, 1999

49. Rollover Question

    By Scott, March 29, 2004
    • 5 replies
    • 1.9k views
    • 
    • Bri
    • December 22, 2005

50. Top Heavy Unrelated Rollover

    By Dennis Povloski, January 12, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2012