401(k) Plans

19,275 topics in this forum

1. Increased Catch-up Limit for ages 60-63

   By austin3515, May 21, 2023
   • 9 replies
   • 1.8k views
   • 
   • G8Rs
   • May 24, 2023

2. Employer liability concerns growing for 401(k) plans

   By Guest llerner, February 3, 1999
   • 6 replies
   • 1.8k views
   • 
   • Greg Judd
   • March 9, 1999

3. Minimum coverage testing

   By 7806akp, September 16, 2010
   • 0 replies
   • 1.8k views
   • 
   • 7806akp
   • September 16, 2010

4. CURRENT VS. PRIOR DATA IN PERFORMING ADP/ACP

   By Guest CHRISTIE BOSS, November 12, 1998
   • 4 replies
   • 1.8k views
   • 
   • LCARUSI
   • November 13, 1998

5. automatic cashout violation

   By Guest britneyspears, October 6, 2005
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • October 6, 2005

6. "ERISA account" funded by another plan fiduciary (not the plan sponsor)

   By Guest carol lee, March 16, 2005
   • 6 replies
   • 1.8k views
   • 
   • david rigby
   • March 17, 2005

7. Do HCE/Family Attribution rules apply to great grandparents/great grandchildren?

   By fiona1, December 17, 2003
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • December 17, 2003

8. 401K cash out?

   By Guest skv7, August 31, 2007
   • 5 replies
   • 1.8k views
   • 
   • Bird
   • September 1, 2007

9. Loan Source restrictions - time for a new recordkeeper?

   By justanotheradmin, February 5, 2021
   • 14 replies
   • 1.8k views
   • 
   • msmith
   • February 8, 2021

10. Solo(k) Question RE: Spouse Eligibility

    By erisa parrot, July 10, 2015
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • July 10, 2015

11. Company acquisition and plan merger

    By Guest padmin, December 14, 2004
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • December 14, 2004

12. Safe Harbor Money Purchase Plan

    By Guest Mbrockway, May 26, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2004

13. Participant loan secured by real property and deemed distributions

    By KJohnson, March 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • March 20, 2000

14. 401k Insurance Policy

    By Guest Kconsultant, July 18, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 18, 2002

15. Payment of Plan Expenses

    By Guest Maddog, April 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 1999

16. Late ADP Refund ?

    By Guest jvandyke, June 28, 2010
    • 1 reply
    • 1.8k views
    • 
    • austin3515
    • June 30, 2010

17. Self Employed to Corporation in mid-year

    By Guest John Sample, March 9, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2001

18. 404a Participant Disclosures

    By austin3515, June 20, 2012
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • June 27, 2012

19. If an employer makes the 3% QNEC under a safe harbor plan, I understan

    By Guest, October 7, 1999
    • 2 replies
    • 1.8k views
    • 
    • John A
    • October 7, 1999

20. 401k leads

    By Guest Aggie, August 1, 2006
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • August 2, 2006

21. 1983 Waiver of RMD

    By 52626, January 15, 2014
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • January 15, 2014

22. Defined Benefit RFP

    By Guest Mike Lanio, March 26, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 26, 2003

23. Change of entity and ID #

    By Guest EPS2, May 6, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 6, 2008

24. Splitting Solo 401(k)

    By Guest hk73, August 23, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • August 24, 2012

25. 1099-R Death benefit Spouse

    By Bridget, February 20, 2020
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • February 21, 2020

26. Eligibility of a Rehired Employee

    By Guest KevinP, March 22, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2003

27. Brokerage link

    By alexa, October 12, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • October 13, 2008

28. safe harbor hardships from deferrals

    By k man, September 28, 2004
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • September 28, 2004

29. 401(k) Correction

    By Guest moltengater, April 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 12, 2005

30. Who is eligible??

    By smm, May 28, 2002
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 29, 2002

31. Roth 401k Question

    By Guest gfowler, January 17, 2006
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • January 17, 2006

32. Employee Excluded from Deferrals

    By Guest Patkelley007, March 23, 2007
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • March 26, 2007

33. Last day rule

    By Guest jim williams, January 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • maverick
    • January 3, 2003

34. QACA Vesting Schedules

    By AJ North, September 16, 2024
    • 9 replies
    • 1.8k views
    • 
    • justanotheradmin
    • September 18, 2024

35. Minimum account balances

    By Guest Tom Cummins, July 5, 2001
    • 3 replies
    • 1.8k views
    • 
    • Jed Macy
    • July 7, 2001

36. Eligiblity

    By Guest Kimberly Hlavacek, November 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • Bob R
    • November 13, 2001

37. Lost participant account over $5,000

    By Pixie, December 9, 2010
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 10, 2010

38. epcrs -- plan expenses?

    By Guest kerisa, June 4, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2004

39. Earned income and self employed health plan deduction

    By ombskid, March 31, 2008
    • 2 replies
    • 1.8k views
    • 
    • ombskid
    • April 1, 2008

40. PS 58 Costs

    By rlb64, September 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 10, 2004

41. Distribution - ineligible?

    By kimso, November 13, 2023
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • January 19, 2024

42. Loans

    By Guest dstran, March 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • March 1, 2006

43. Key Employees - Officer Test

    By Guest CCarter, January 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

44. collective trusts

    By fidu, May 29, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2002

45. Elimination of Gap income: 2008 or 2009?

    By Santo Gold, April 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • April 6, 2009

46. Union in ADP test

    By ombskid, December 19, 2006
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • December 20, 2006

47. 401(k) Comittee

    By Guest Benmark, April 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2004

48. EPCRS Correction / Missed Match

    By austin3515, August 14, 2018
    • 8 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • August 15, 2018

49. Self Employed net income for 401k Plan

    By Pammie57, June 21, 2018
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • June 26, 2018

50. Safe Harbor Notice

    By Guest mrjones, December 2, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006