401(k) Plans

19,321 topics in this forum

1. VCP Filing

   By 52626, January 27, 2014
   • 2 replies
   • 1.9k views
   • 
   • Kevin C
   • January 27, 2014

2. Rehired Employees

   By Chippy, December 1, 2017
   • 3 replies
   • 1.9k views
   • 
   • Chippy
   • December 1, 2017

3. Who can be the plan administrator/trustee?

   By KevinMc, February 6, 2015
   • 4 replies
   • 1.9k views
   • 
   • QDROphile
   • February 10, 2015

4. 410(b) "Free Ride"

   By Guest jdeets, November 20, 1998
   • 3 replies
   • 1.9k views
   • 
   • Wessex
   • November 23, 1998

5. Can loan be earmarked as coming from the employer matching contributio

   By Richard Anderson, July 14, 2000
   • 5 replies
   • 1.9k views
   • 
   • pjkoehler
   • July 17, 2000

6. HCEs excluded from Profit Sharing Contribution

   By MarZDoates, September 24, 2013
   • 1 reply
   • 1.9k views
   • 
   • Lou S.
   • September 24, 2013

7. Prevailing Wage and Quarterly Match

   By Guest Tbrown, October 14, 2008
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • October 14, 2008

8. 401K Loans in two different plans for the same employer

   By sfabello, March 7, 2019
   • 4 replies
   • 1.9k views
   • 
   • CuseFan
   • March 8, 2019

9. KSOP and Corporate Spinoff

   By Scott, August 19, 2004
   • 0 replies
   • 1.9k views
   • 
   • Scott
   • August 19, 2004

10. Plan Loan

    By Madison71, November 27, 2007
    • 11 replies
    • 1.9k views
    • 
    • Belgarath
    • November 29, 2007

11. Safe Harbor Plan Aggregation

    By PAL, October 26, 2007
    • 3 replies
    • 1.9k views
    • 
    • PAL
    • November 6, 2007

12. Trailing earnings and ADP/ACP tests

    By Guest Quacka, March 20, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 22, 2010

13. 401Ks and IRAs, should I have both?

    By Guest Tyler015, June 28, 2005
    • 12 replies
    • 1.9k views
    • 
    • rlb64
    • July 8, 2005

14. Lifetime Income Disclosure - owner only plans

    By Tom, July 19, 2022
    • 14 replies
    • 1.9k views
    • 
    • chc93
    • August 11, 2022

15. Late Loan Offset

    By 401(k)athryn, April 23, 2019
    • 7 replies
    • 1.9k views
    • 
    • ldr
    • May 3, 2019

16. Distribution Overpayment & help finding court cases.

    By FundeK, October 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • October 27, 2004

17. safe harbor match with top heavy plan

    By MR, September 12, 2002
    • 7 replies
    • 1.9k views
    • 
    • R. Butler
    • September 19, 2002

18. Actual Hours of Service Crediting

    By emmetttrudy, August 6, 2010
    • 3 replies
    • 1.9k views
    • 
    • emmetttrudy
    • August 6, 2010

19. Company acquisition and plan merger

    By Guest padmin, December 14, 2004
    • 3 replies
    • 1.9k views
    • 
    • JanetM
    • December 14, 2004

20. Excess aggregate refund...

    By jaemmons, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 28, 2002

21. Late deferrals

    By EBDI, May 13, 2014
    • 6 replies
    • 1.9k views
    • 
    • EBDI
    • May 13, 2014

22. 402(g) Failure

    By Guest NPS Darren, January 7, 2011
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 10, 2011

23. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

    By Guest JimJ, August 3, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 14, 2001

24. 401K Money Movements

    By Guest rlyoung, November 19, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 28, 2000

25. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty, October 20, 2021
    • 9 replies
    • 1.9k views
    • 
    • MWeddell
    • October 22, 2021

26. Top Heavy & HCE

    By Guest jkrad, March 16, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2005

27. What's up with the IRS and their apparent 180 on Safe Harbor plans?

    By Brenda Wren, November 3, 2003
    • 9 replies
    • 1.9k views
    • 
    • KJohnson
    • November 5, 2003

28. Wording for SAR distributions

    By cripp12, September 9, 2004
    • 2 replies
    • 1.9k views
    • 
    • cripp12
    • September 10, 2004

29. 402(g) failure

    By k man, September 12, 2003
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • September 12, 2003

30. Bankruptcy... pension account protected?

    By K-t-F, November 30, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • December 6, 2004

31. Employer Match on "Catch-Up" Contribution?

    By Guest glhotdog, July 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • July 19, 2001

32. Controlled Group Testing

    By Guest Phineas, July 22, 2010
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 18, 2010

33. PenChecks Auto IRA's

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

34. Control Groups

    By Guest tcunagin, May 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 7, 2002

35. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • July 28, 2016

36. Prior Service - are eligibility and vesting tied together?

    By Guest Amy Harle, October 2, 2002
    • 6 replies
    • 1.9k views
    • 
    • E as in ERISA
    • October 2, 2002

37. Retired physician receiving compensation

    By Guest JPIngold, January 25, 2010
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2010

38. Failed ADP, Leveling and Catch-ups (Oh My!)

    By No Name, April 21, 2005
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 22, 2005

39. Participant Loans/Credit Cards

    By austin3515, December 19, 2002
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2002

40. reduce compensation to offset match

    By WCC, May 15, 2018
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 16, 2018

41. 401(k) employer contribution made in error

    By Guest TinaThornton, October 27, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 27, 2005

42. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray, August 10, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 27, 2000

43. Control Group question when a trust is an owner

    By cpc0506, April 8, 2013
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • April 8, 2013

44. Contributions 2 employers 401k plans and Keogh

    By Guest Christine Walker, February 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • imchipbrown
    • February 18, 2000

45. Excess deferrals and non-discrimination testing.

    By Guest Sara H, July 16, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 19, 1999

46. Plan termination/5500 Form/short plan year apply

    By Guest hog4you2, December 10, 2004
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • December 10, 2004

47. Prohibited Transaction?

    By Guest reyeps, October 10, 2001
    • 2 replies
    • 1.9k views
    • 
    • Erik Read
    • October 19, 2001

48. Hardship withdrawals-medical expenses

    By Guest Lonnie Tomlin, November 19, 2001
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • November 20, 2001

49. Revenue Sharing Restrictions

    By Guest jmiskey, May 6, 2003
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2003

50. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias, October 28, 2004
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 29, 2004