401(k) Plans

19,275 topics in this forum

1. Service question

   By Guest qualified plan, October 29, 2003
   • 10 replies
   • 1.8k views
   • 
   • R. Butler
   • October 31, 2003

2. Sole Proprietor 401K

   By Guest J Samuelson, September 14, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • September 15, 1999

3. Health Insurance Premiums - Hardship withdrawal?

   By Guest Michael Anderson, November 11, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • November 11, 2002

4. Prohibited Transaction

   By Guest Thornton, December 26, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • December 31, 2001

5. Required Form 5500 For Under $250,000?

   By Stash026, September 29, 2020
   • 4 replies
   • 1.8k views
   • 
   • thepensionmaven
   • September 30, 2020

6. Multiple-employer Plans

   By DTH, April 14, 2003
   • 9 replies
   • 1.8k views
   • 
   • GBurns
   • April 21, 2003

7. 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

8. HCE Determination when company is new?

   By John A, April 4, 2002
   • 1 reply
   • 1.8k views
   • 
   • Richard Anderson
   • April 4, 2002

9. Brain Teaser

   By M R Bernardin, April 23, 1999
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • April 29, 1999

10. Are there reasons not to merge union and non-union plans?

    By Peter Gulia, March 31, 2023
    • 7 replies
    • 1.8k views
    • 
    • Below Ground
    • April 5, 2023

11. How to max HCE contributions for new late in year 401k?

    By Guest Ed Walker, November 27, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2000

12. Hardship safe harbor definition

    By doombuggy, March 27, 2002
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • March 27, 2002

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

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

14. APD Excess and Spin Off

    By DTH, December 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • DTH
    • December 30, 2004

15. Hardship Withdrawal for Medical Expenses

    By Guest forum4, May 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • k man
    • May 25, 2004

16. 401(k)

    By Guest cconnell, July 17, 2006
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2006

17. Missed Deferrals

    By Guest jetfaninmn, January 3, 2007
    • 6 replies
    • 1.8k views
    • 
    • 401_4_ever
    • January 5, 2007

18. break in service

    By k man, July 25, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2001

19. simple participant loan question

    By Brenda Wren, January 23, 2003
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • January 24, 2003

20. How does a non-participant go about researching the details of a specific 401(k) plan?

    By joel, September 27, 2003
    • 7 replies
    • 1.8k views
    • 
    • maverick
    • October 3, 2003

21. After tax ACP refunds

    By Guest Kim S., July 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 12, 2002

22. Reimbursement of Mutual Fund "Exit Fees": Plan Contribution?

    By Guest Tudor Fever, July 12, 2006
    • 5 replies
    • 1.8k views
    • 
    • jpod
    • July 12, 2006

23. IRA Rollover into a 401(k) Plan

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

24. SHNEC, Top Heavy and Otherwise Excludable EE's

    By LMD1, February 2, 2019
    • 6 replies
    • 1.8k views
    • 
    • QP_Guy
    • February 6, 2019

25. Corporate Mergers - 401k plans and testing

    By Guest Kerry, October 20, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 1998

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

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

27. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2013

28. Federal Truth and Lending disclosure

    By Guest xplan, March 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

29. Hardship Distribution & COVID-19 FEMA Disaster

    By Steamboat, April 14, 2020
    • 2 replies
    • 1.8k views
    • 
    • Albert F
    • April 17, 2020

30. HCEs Deferral Elections

    By Guest Jodie Dailey, December 16, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 17, 1998

31. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2004

32. Amending SIMPLE 401k to 401k

    By Guest Ddalk, June 10, 2003
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 11, 2003

33. 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

34. Covered vs Non Covered Employment

    By justatester, February 23, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2009

35. 25% of Pay Limit

    By David, March 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 15, 2000

36. Foreign entity wants to provide 401K plan to US employees. Trustee?

    By Matt RPS, February 2, 2023
    • 5 replies
    • 1.8k views
    • 
    • Matt RPS
    • February 3, 2023

37. Accelerated Vesting due to EGTRRA

    By Guest Sara H, March 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • March 11, 2002

38. 401(k) deferrals/ deferred taxation/FICA

    By pmacduff, February 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • pmacduff
    • February 2, 2006

39. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

    By rocknrolls2, August 15, 2007
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • August 16, 2007

40. Voluntary Contributions

    By Guest Ray Corneau, October 9, 2002
    • 5 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • October 11, 2002

41. ADP/ACP Testing Question

    By Guest JWBrown, May 22, 2000
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • May 24, 2000

42. Rollover to a foreign country

    By Karoline Curran, September 19, 2018
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • October 1, 2018

43. Failed coverage test for numerous years

    By Guest SWH, January 2, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2009

44. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • July 10, 2008

45. Eligibiility requirement of less than one year - hours requirement? (r

    By John A, March 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • March 16, 2000

46. Excluded Status - Loan Availability

    By WesleyT, May 14, 2009
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • May 14, 2009

47. Administration fees

    By Guest LBH, August 30, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

48. Immediate and Heavy Financial Need

    By Guest meeh3704, May 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 1, 2009

49. adp testing - controlled group

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

50. Can Plan accept rollover of funds previously distributed for QDRO?

    By Guest [Pat M], June 9, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2000