401(k) Plans

19,321 topics in this forum

1. rehire of former employee

   By lexi, February 28, 2008
   • 4 replies
   • 1.8k views
   • 
   • Bird
   • March 4, 2008

2. Stock Sale - Successor Plan?

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

3. cash out buy back

   By Guest JBeck, February 17, 2004
   • 5 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • February 18, 2004

4. Spin Off & Safe Harbor / ADP Test Question

   By 415 Limit, March 9, 2023
   • 4 replies
   • 1.8k views
   • 
   • 415 Limit
   • March 9, 2023

5. Terminating An "Orphan" Plan

   By Guest JuliaB, September 11, 1999
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • September 11, 1999

6. ACP Test w. 401k and 403b

   By austin3515, February 15, 2019
   • 12 replies
   • 1.8k views
   • 
   • austin3515
   • February 19, 2019

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

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

8. Employer Stock in 401k plan

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

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

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

10. Premature 401(k) Distributions

    By Guest Jim Rivin, August 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • August 14, 2001

11. break in service

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

12. Different match formulas for part-time and full-time employees?

    By Guest MES, April 27, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • April 30, 2001

13. 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

14. Vesting Requirements

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

15. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

    By Guest monty, March 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 19, 2003

16. 401k Employer Requirements for Sending Money to Investment Company

    By Guest tpowell, January 4, 2000
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • January 5, 2000

17. Spousal consents required for loans to participants under 401(k) plan

    By Guest aprilk1, January 17, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 17, 2003

18. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek, April 21, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2006

19. Safe Harbor and Top-Heavy after EGTRRA

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

20. Taxes and Roth 401k Contributions

    By Zooey72, March 23, 2021
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 25, 2021

21. EGTRRA and minimum match vesting

    By Guest GS1100, June 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • July 2, 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. Prior Year ADP Testing for New Plan

    By Guest kgsingletary, July 16, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

24. LLC Loss - Catch up eligible?

    By Sully, October 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 8, 2008

25. 401k vs. Keogh

    By jgerardy, September 21, 2020
    • 6 replies
    • 1.8k views
    • 
    • jgerardy
    • September 24, 2020

26. Service question

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

27. Safe Harbor Match & Safe Harbor Nonelective During Transition Period

    By EBECatty, January 21, 2020
    • 13 replies
    • 1.8k views
    • 
    • EBECatty
    • January 24, 2020

28. correct ADP before 401b?

    By AlbanyConsultant, February 25, 2015
    • 9 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • March 3, 2015

29. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.8k views
    • 
    • Flyboyjohn
    • April 22, 2014

30. Can a trust sponsor a 401(k)?

    By KEM, May 5, 2023   

    • trust
    • plan sponsor
    • (and 2 more)

      Tagged with:

      • trust
      • plan sponsor
      • 401k
      • plan
    • 12 replies
    • 1.8k views
    • 
    • KEM
    • May 11, 2023

31. Client wants to make additional integrated non-elective contribution o

    By KateSmithPA, May 21, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 22, 2001

32. 401k Safe harbor non elective with 1 year wait?

    By perkinsran, February 11, 2009
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • February 12, 2009

33. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor, February 24, 2021
    • 2 replies
    • 1.8k views
    • 
    • Eric Taylor
    • February 25, 2021

34. Early Retirement

    By kocak, September 11, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 1999

35. Brain Teaser

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

36. Does 1-year break-in-service requirement as condition for distribution apply to a participant at early retirement date?

    By Guest Judy S, December 3, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 14, 2004

37. Failure to provide timely blackout notice

    By Guest IRISH79, January 10, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 10, 2007

38. "Changing" companies, opportunity to move 401K to IRA?

    By Guest Carl C, November 11, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • November 12, 2004

39. Tax Issues for Return of Excess Deferrals

    By Guest Dan Simonds, August 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

40. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2004

41. Multiple-employer Plans

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

42. Unclaimed Property

    By Guest caseyb, July 12, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2006

43. Loan Defaulted. No 1099 Requested!

    By Guest TPA Guy, March 24, 2010
    • 7 replies
    • 1.8k views
    • 
    • K2retire
    • November 17, 2010

44. Can a 70 1/2 year old continue deferrals while receiving MRD?

    By Guest Tara Curran, October 24, 2000
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • October 24, 2000

45. Is employee of joint venture treated as an HCE if Compensation Less Th

    By Guest Edward McElroy, March 17, 1999
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 18, 1999

46. When does employer have to contribute deferrals into plan's trust fund? When does trust fund have to invest them?

    By Guest Carl C, September 21, 2003
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • September 22, 2003

47. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 23, 2019

48. 401(k)employer deduction

    By Guest TCAT, January 5, 1999
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • January 5, 1999

49. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • October 20, 2020

50. Safe Harbor Plan and Sale/acquisition

    By 30Rock, April 10, 2025
    • 10 replies
    • 1.8k views
    • 
    • Belgarath
    • April 14, 2025