401(k) Plans

19,321 topics in this forum

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

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

2. IRA Rollover into a 401(k) Plan

   By Alex Daisy, August 6, 2008
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • August 6, 2008

3. top heavy 401(k) Plan

   By Chippy, March 2, 2009
   • 8 replies
   • 1.8k views
   • 
   • Chippy
   • March 4, 2009

4. epcrs -- plan expenses?

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

5. Allocation of Class Action Recovery

   By RCK, June 23, 2006
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • June 24, 2006

6. NUA

   By Ian, September 24, 2025
   • 4 replies
   • 1.8k views
   • 
   • CuseFan
   • September 26, 2025

7. RMD & Change in Ownership

   By austin3515, October 29, 2010
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • October 29, 2010

8. Lost participant account over $5,000

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

9. 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

10. Safe harbor notice/dating

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

11. 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

12. Earned income and self employed health plan deduction

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

13. Union in ADP test

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

14. Children Employed, not owners, HCE???

    By Guest Michael Anderson, November 30, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2001

15. Top heavy - Safe Harbor

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

16. K1 Income and Profit Share

    By Bill Henderson, February 14, 2021
    • 8 replies
    • 1.8k views
    • 
    • Jakyasar
    • February 23, 2021

17. PS 58 Costs

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

18. 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

19. Reverse Borrowing/Shifting

    By justatester, November 2, 2012
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 5, 2012

20. IRS Continues Its Trend Of Anti-Plan Sponsor Interpretations

    By austin3515, August 28, 2013
    • 15 replies
    • 1.8k views
    • 
    • Belgarath
    • September 3, 2013

21. 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

22. What do you do when a client cannot provide census data, then goes out

    By MR, August 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • August 23, 2000

23. Puerto Rico employees

    By jaemmons, March 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 10, 2005

24. control group question

    By jsmith1985, September 3, 2017   

    • 401k control group
    • 12 replies
    • 1.8k views
    • 
    • TPAJake
    • September 7, 2017

25. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 1.8k views
    • 
    • Cardscrazy
    • March 20, 2020

26. Blackout Notice

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

27. Eligible Compensation for 15% Limit

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

28. Elimination of Gap income: 2008 or 2009?

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

29. Change of employment to foreign plan sponsor

    By John A, July 11, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2001

30. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

31. 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

32. Can a participant elect out of loan repayments?

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

33. 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

34. Missed Loan Payments

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

35. Deductibility of match forfeitures.

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

36. Safe Harbor 401k Plan

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

37. Discretionary match in Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 3 replies
    • 1.8k views
    • 
    • Dougsbpc
    • September 25, 2015

38. Ineligible employee allowed to make deferrals

    By Guest jefe96, February 24, 2005
    • 5 replies
    • 1.8k views
    • 
    • Harwood
    • March 1, 2005

39. Early Retirement in DC Plan

    By Guest new2this, May 23, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • August 17, 2009

40. Hardship Withdrawal Beneficiary Expenses

    By DTH, March 7, 2007
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • March 7, 2007

41. New investment company won't accept third party rollover check.

    By Guest James Osterhaus, April 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • April 5, 2001

42. Employees unionize, match not bargained

    By JustnERPA, May 7, 2019
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • May 16, 2019

43. Hardship withdrawals from SIMPLE 401K's

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

44. 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

45. Timing of After-Tax Contributions ACP & Annual Additions Testing

    By Guest SHP, February 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 8, 2001

46. Retroactive S Corp Election by LLC (abridged)

    By austin3515, March 2, 2004
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • March 3, 2004

47. adp testing - controlled group

    By Chippy, November 21, 2016
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2016

48. Switching from Safe Harbor Non-elective to Safe Harbor Match?

    By Lori H, March 16, 2015
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • March 25, 2015

49. 401k max

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

50. 410b issue in a controlled group?

    By AlbanyConsultant, February 16, 2013
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2013