401(k) Plans

19,275 topics in this forum

1. Can a participant elect out of loan repayments?

   By Guest Amanda Davis, June 3, 2003
   • 5 replies
   • 1.8k views
   • 
   • RCK
   • June 6, 2003

2. 401Ks and IRAs, should I have both?

   By Guest Tyler015, June 28, 2005
   • 12 replies
   • 1.8k views
   • 
   • rlb64
   • July 8, 2005

3. Key employee determination when using predecessor service

   By TPAnnie, September 17, 2015
   • 14 replies
   • 1.8k views
   • 
   • TPAnnie
   • September 23, 2015

4. Deferred sales charge paid by employer

   By Guest JB2, August 7, 2000
   • 4 replies
   • 1.8k views
   • 
   • actuarysmith
   • August 7, 2000

5. Safe harbor notice/dating

   By pmacduff, December 20, 2004
   • 10 replies
   • 1.8k views
   • 
   • Tom Poje
   • December 21, 2004

6. Testing "Under 21/1 employees" separately in a 401(k) Plan

   By LCARUSI, September 11, 2000
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • September 11, 2000

7. Stopping discretionary match mid-year revisited

   By John A, June 18, 2001
   • 0 replies
   • 1.8k views
   • 
   • John A
   • June 18, 2001

8. Bonus paid after Dec. 31st

   By Guest cascigm, February 28, 2001
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • March 1, 2001

9. Plan Termination and 415 Limit

   By NW529, July 21, 2019   

   • 401k plan
   • plan termination
   • (and 2 more)

     Tagged with:

     • 401k plan
     • plan termination
     • 415 limit
     • contribution cessation
   • 3 replies
   • 1.8k views
   • 
   • NW529
   • July 22, 2019

10. One Person 401k - permissible investments - LLC's, LLP's, etc...

    By Guest Ducks, December 16, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • December 17, 2004

11. Safe Harbor 401k Plan

    By Guest DeePA, June 4, 2003
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • June 4, 2003

12. Restrictions on 59 1/2 withdrawals?

    By Locust, November 9, 2009
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • November 12, 2009

13. Employer Stock in 401k plan

    By 2muchstress, August 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 14, 2002

14. New Comparability

    By Bruce1, September 22
    • 6 replies
    • 1.8k views
    • 
    • Bruce1
    • September 25

15. Employees that are eligible to participate in both 401K and 457 plans

    By Guest greg9876, February 14, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • February 17, 2005

16. Plan document versus trust agreement versus proxy statement. which go

    By fidu, February 5, 2003
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 6, 2003

17. Top heavy - Safe Harbor

    By CJS07, March 14, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2007

18. 401k max

    By John A, December 14, 1999
    • 5 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 22, 1999

19. Blackout Notice

    By Guest mattman, July 1, 2003
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 2, 2003

20. do fiduciairies lose 404(c) protection if they change fund allocations within model strategies offered to participants?

    By k man, March 2, 2004
    • 11 replies
    • 1.8k views
    • 
    • Jon Chambers
    • March 5, 2004

21. Eligible Compensation for 15% Limit

    By Guest kcousin, December 17, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2001

22. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2000

23. state tax withholding

    By JKW, May 18, 2010
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • May 18, 2010

24. 404(c) Implications of Elimination of an Investment Option and/or Imposition of a Cap

    By Guest wendycatherine, August 16, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 9, 2005

25. Statistics on Matching Contributions: Annual Match vs. Payroll Period?

    By John A, October 26, 2000
    • 0 replies
    • 1.8k views
    • 
    • John A
    • October 26, 2000

26. Can an Employer use net comp. (comp. after salary deferrals made to a

    By Guest Kathleen Fouquet, November 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 15, 2001

27. Missed Loan Payments

    By Guest Jenifer, January 4, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

28. Failure to contribute SH 3%

    By Brenda Wren, May 26, 2010
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2010

29. Termination date for plan sponsor involved in asset sale

    By cpc0506, October 25, 2018
    • 8 replies
    • 1.8k views
    • 
    • cpc0506
    • October 27, 2018

30. Forfeitures

    By cdavis25, June 27, 2013
    • 9 replies
    • 1.8k views
    • 
    • K2retire
    • July 2, 2013

31. How to check with IRS if 5500-EZ was filed

    By Guest GG, January 26, 2000
    • 2 replies
    • 1.8k views
    • 
    • Fredman
    • January 26, 2000

32. Loans remain with provider, or transfer with plan?

    By 401king, January 20, 2010
    • 12 replies
    • 1.8k views
    • 
    • rcline46
    • January 22, 2010

33. Health Ins. Opt. Out...Mandatory 401(k)?

    By Guest Bob Rosenbaum, August 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 8, 1999

34. IRS Late notices

    By justanotheradmin, October 22, 2013   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • 8955-ssa
    • 5 replies
    • 1.8k views
    • 
    • PainPA
    • January 13, 2014

35. Corrective Amendment - Safe Harbor

    By MGOAdmin, October 7, 2014   

    • Safe harbor
    • amendment
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • amendment
      • corrective
    • 2 replies
    • 1.8k views
    • 
    • MGOAdmin
    • October 7, 2014

36. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • July 15, 2008

37. Deductibility of match forfeitures.

    By Guest, August 31, 2000
    • 6 replies
    • 1.8k views
    • 
    • rcline46
    • September 1, 2000

38. Plan sponsor has disappeared

    By Guest PWBAer, November 13, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 18, 1998

39. Vesting

    By katie58, December 18, 2014
    • 12 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2014

40. Does anyone have a "maybe" safe harbor notice?

    By jkharvey, November 2, 2000
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • November 2, 2000

41. Age 50 Catch-Up Questions after proposed regulations?

    By John A, November 5, 2001
    • 3 replies
    • 1.8k views
    • 
    • John A
    • November 7, 2001

42. Do the controlled group rules of Section 1563 apply to LLCs too?

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • April 2, 2004

43. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC, August 27, 2019
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 29, 2019

44. Safe Harbor and Top-Heavy after EGTRRA

    By Guest Samwise, January 9, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • January 10, 2002

45. Stock Sale - Successor Plan?

    By jmartin, April 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 17, 2013

46. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky, October 19, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2000

47. Refund of excess contributions by the employer

    By Guest HollyT, June 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 20, 2002

48. 401k RMD for surviving spouse, sole beneficiary

    By Janie, November 28, 2017   

    • 401k
    • surviving spouse rmd
    • 4 replies
    • 1.8k views
    • 
    • card
    • November 28, 2017

49. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2001

50. Vesting Requirements

    By Guest sharrel4238, October 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • PLAN MAN
    • October 10, 2006