401(k) Plans

19,275 topics in this forum

1. Does anyone know where I can get an example of how to compute the 5330

   By Guest Phil L., October 5, 2000
   • 10 replies
   • 3.2k views
   • 
   • k man
   • October 10, 2001

2. Does anyone use ftWilliams admin software?

   By jessica401(k), March 15, 2012
   • 11 replies
   • 3k views
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   • Bird
   • March 19, 2012

3. Does being a director of a non-profit corporation equate to voting pow

   By Earl, November 2, 2000
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • November 5, 2000

4. Does compensation have to be full year for Average Benefit Percentage

   By John A, April 12, 2001
   • 2 replies
   • 1.5k views
   • 
   • John A
   • April 12, 2001

5. Does corporate resolution to make a discretionary contribution create legal obligation to do so?

   By Belgarath, August 31, 2022
   • 4 replies
   • 713 views
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   • Belgarath
   • September 2, 2022

6. Does deferred restricted stock count as compenstation for determining

   By Guest Blindman, February 18, 2002
   • 2 replies
   • 1.8k views
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   • Guest
   • February 19, 2002

7. Does disobeying the written plan tax-disqualify the plan?

   By Peter Gulia, July 12, 2019
   • 7 replies
   • 1.3k views
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   • Luke Bailey
   • July 15, 2019

8. Does EPCRS require calculating and depositing "earnings on earnings" for missed contributions?

   By ERISA guy, June 12
   • 2 replies
   • 583 views
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   • Artie M
   • June 16

9. Does Hurricane Ida Relief Apply To Contributions?

   By metsfan026, September 14, 2021
   • 1 reply
   • 511 views
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   • SSRRS
   • September 15, 2021

10. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1, September 14, 2011
    • 1 reply
    • 1.2k views
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    • david rigby
    • September 14, 2011

11. Does it make sense to roll out of the § 401(a)-(k) plan?

    By Peter Gulia, June 6, 2024
    • 5 replies
    • 952 views
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    • Paul I
    • June 6, 2024

12. Does Key EE Catch-up contribution trigger top heavy contribution?

    By Lori Foresz, December 9, 2004
    • 9 replies
    • 4.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 15, 2004

13. Does last day worked mean last day worked?

    By TPApril, May 20, 2022
    • 14 replies
    • 1.5k views
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    • TPApril
    • May 31, 2022

14. Does loan policy need to be tested for non-discrimination?

    By Richard Anderson, July 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • July 7, 2002

15. Does measuring period for break in service change upon rehire

    By Jim Chad, December 6, 2017
    • 2 replies
    • 668 views
    • 
    • My 2 cents
    • December 6, 2017

16. Does Merger of 401(k) plans accelerate vesting?

    By Guest IRISH79, November 1, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 2006

17. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove, August 29, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 31, 2000

18. Does partner get contribution after leaving

    By jkharvey, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • January 23, 2007

19. Does Safe Harbor contribution obligation cease on Plan Termination?

    By Guest Dave Danziger, March 17, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

20. Does Safe Harbor Matching Contr count toward meeting Top Heavy requirement

    By Guest nancy814, February 5, 2010
    • 2 replies
    • 1.9k views
    • 
    • Logan401
    • February 5, 2010

21. Does stock held in a trust count toward HCE status for ADP testing pur

    By Guest MAWalsh, March 15, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2002

22. Does sungard plan language require coverage and contributions?

    By Floridaattorney, August 30, 2013
    • 2 replies
    • 1.2k views
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    • cdavis25
    • September 3, 2013

23. Does that mean that one would not pass it even if one runs the ACP or ADP test?

    By Guest Enda80, October 13, 2009
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • October 20, 2009

24. Does the 408(m)(3) apply to individually directed accounts in a 401(a)

    By Guest Thornton, March 6, 2003
    • 4 replies
    • 2k views
    • 
    • E as in ERISA
    • March 7, 2003

25. Does the incidental benefit rule for life insurance apply to elective

    By Guest John Nelson, October 27, 2000
    • 3 replies
    • 2.3k views
    • 
    • Richard Anderson
    • September 6, 2001

26. Does the new Form 5500 schedule Q have to be 410-b compliant?

    By Guest Jim Deb, January 27, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 1999

27. Does the same desk rule apply if the new and old employers are not rel

    By John A, May 18, 2001
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • May 23, 2001

28. Does this 401k get a new plan sequence number?

    By Guest steve55, November 24, 2004
    • 4 replies
    • 7.9k views
    • 
    • actuarysmith
    • November 30, 2004

29. does this constitute a controlled group?

    By Lori H, August 27, 2003
    • 1 reply
    • 1k views
    • 
    • actuarysmith
    • August 28, 2003

30. Does this plan have an impermissible hardship provision and if so, wha

    By John A, December 10, 1999
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • December 20, 1999

31. Does this qualify as buying a house for 30 year loan or hardship

    By Jim Chad, September 12, 2013
    • 1 reply
    • 852 views
    • 
    • QDROphile
    • September 12, 2013

32. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H, August 3, 1999
    • 7 replies
    • 5.2k views
    • 
    • Wessex
    • November 6, 1999

33. Does this stink?

    By austin3515, February 23, 2012
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • February 24, 2012

34. Does this vesting schedule and definition of year of service satisfy ERISA requirements?

    By Guest MapleUno, February 4, 2005
    • 8 replies
    • 2.5k views
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    • austin3515
    • February 8, 2005

35. Does this work: a profit-sharing contribution based on compensation, a

    By Guest Kelly R, November 3, 1999
    • 17 replies
    • 2.2k views
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    • Larry M
    • November 12, 1999

36. Does time after termination (but receiving pay) count towards service hours

    By Guest Iwonder, April 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • April 4, 2007

37. Does universal availability apply to Roth 401(k) options?

    By Guest darkdarcy, June 9, 2005
    • 1 reply
    • 1.9k views
    • 
    • g8r
    • June 11, 2005

38. Does vesting credit at separated firm count?

    By Jim Chad, March 23, 2011
    • 2 replies
    • 931 views
    • 
    • Jim Chad
    • March 25, 2011

39. Does W-2 Safe Harbor Definition of Compensation Include Amounts Reported on Form 1042-S?

    By mdm09, January 8, 2011
    • 0 replies
    • 1.2k views
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    • mdm09
    • January 8, 2011

40. Does wife become a Key Employee if she is not an employee at the time

    By Earl, March 15, 2001
    • 7 replies
    • 2k views
    • 
    • Earl
    • March 16, 2001

41. Does worker on "Layoff" enter plan?

    By Guest Dash02, December 9, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2005

42. Does your company charge participants an administrative fee for loans?

    By Guest Tammie Palchanes, February 22, 2000
    • 4 replies
    • 2.5k views
    • 
    • rcline46
    • February 25, 2000

43. Doesn't seem right

    By Guest WonderWhy, February 12, 2009
    • 3 replies
    • 903 views
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    • david rigby
    • February 12, 2009

44. DOL - Blackout periods

    By fidu, January 24, 2003
    • 2 replies
    • 1.7k views
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    • fidu
    • January 24, 2003

45. DOL 401k Deposits Safe Harbpr

    By austin3515, February 15, 2010
    • 8 replies
    • 1.3k views
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    • masteff
    • February 15, 2010

46. DOL Advisory Opinion 81-78

    By Wessex, June 26, 2017
    • 0 replies
    • 428 views
    • 
    • Wessex
    • June 26, 2017

47. DoL Advisory Opinion Fee

    By Guest SCHAEFM2, May 29, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2003

48. DOL and $12

    By ombskid, June 15, 2009
    • 4 replies
    • 1.4k views
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    • david rigby
    • June 16, 2009

49. DOL audits on plan expenses

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2000

50. DOL Audits/Company Stock

    By Guest erisafried, August 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 22, 2006