401(k) Plans

19,275 topics in this forum

1. Corrective Amend within 9.5 Months to a Safe Harbored 401k

   By ERISA1, July 25, 2014   

   • Safe Harbor
   • corrective amendment
   • (and 3 more)

     Tagged with:

     • Safe Harbor
     • corrective amendment
     • mid-year amendment
     • Gateway
     • Eligibility
   • 16 replies
   • 3.1k views
   • 
   • Guest
   • September 26, 2014

2. Employer doesn't want to let Rehire on plan immediately.

   By Guest Sara H, January 7, 2002
   • 16 replies
   • 2.4k views
   • 
   • KJohnson
   • January 9, 2002

3. Control Group

   By Guest MNR, July 2, 2002
   • 16 replies
   • 2.5k views
   • 
   • Guest
   • July 3, 2002

4. no longer a business and retired

   By mehmgo, June 21, 2019
   • 16 replies
   • 3.7k views
   • 
   • loserson
   • June 26, 2019

5. Top Heavy Allocation to Key Employees

   By NW529, August 10, 2020   

   • 401k
   • top heavy
   • (and 1 more)

     Tagged with:

     • 401k
     • top heavy
     • key employee
   • 16 replies
   • 1.5k views
   • 
   • BG5150
   • August 12, 2020

6. 401k Plans and The Patriot Act

   By ratherbereading, January 29, 2016
   • 16 replies
   • 3.9k views
   • 
   • Mike Preston
   • February 4, 2016

7. Annual pooled account statements (when markets have changed)

   By TPApril, March 16, 2020
   • 16 replies
   • 2k views
   • 
   • Mike Preston
   • April 2, 2020

8. Prior record keeper refuses to do final valuation

   By Guest paradigm, July 25, 2002
   • 16 replies
   • 2.6k views
   • 
   • Guest
   • August 9, 2002

9. 1099 IC

   By ratherbereading, August 26, 2019
   • 16 replies
   • 1.5k views
   • 
   • ratherbereading
   • August 28, 2019

10. independent contractor/employee

    By k man, July 30, 2007
    • 16 replies
    • 2.7k views
    • 
    • k man
    • August 2, 2007

11. Newly Established Profit Sharing Plan--Need to Fund w/ $1.00?

    By Guest aciepluch, December 29, 2004
    • 16 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

12. Hardship - Unpaid Condo Fees

    By austin3515, June 26, 2019
    • 16 replies
    • 2.2k views
    • 
    • hr for me
    • June 27, 2019

13. Safe Harbor Per Payroll Match

    By Logan401, November 22, 2013   

    • Safe Harbor Match
    • 16 replies
    • 4.1k views
    • 
    • Kevin C
    • November 22, 2013

14. Deemed Loan in 401(k) Plan

    By lisabroc, August 21, 2015
    • 16 replies
    • 2.8k views
    • 
    • lisabroc
    • August 27, 2015

15. 401(k) options.

    By Guest kavitha, May 5, 2003
    • 16 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 7, 2003

16. Getting Life Insurance Policy out of a Plan

    By bpenfold, September 28, 2017   

    • life insurance
    • profit sharing
    • (and 2 more)

      Tagged with:

      • life insurance
      • profit sharing
      • plan
      • cancel
    • 16 replies
    • 11.9k views
    • 
    • ErnieG
    • September 29, 2017

17. Sole Prop and Corp Solo 401k question

    By mkaufman, November 13, 2017
    • 16 replies
    • 1.6k views
    • 
    • mkaufman
    • November 24, 2017

18. How many lives should an administrator handle?

    By Guest soup, September 26, 2001
    • 16 replies
    • 4.2k views
    • 
    • Erik Read
    • October 19, 2001

19. Required Aggregation for Top-Heavy

    By KCA, June 12, 2018
    • 16 replies
    • 3.7k views
    • 
    • Mike Preston
    • June 19, 2018

20. SECURE Act Er Contribution Tax Credits

    By austin3515, November 16, 2023
    • 16 replies
    • 1.3k views
    • 
    • Paul I
    • November 20, 2023

21. Law Firm Plan Design

    By Guest susand, October 25, 1999
    • 16 replies
    • 3.2k views
    • 
    • IRC401
    • November 8, 1999

22. Contribution deadline...

    By K-t-F, December 17, 2003
    • 16 replies
    • 6k views
    • 
    • mbozek
    • December 23, 2003

23. Coverage-After Tax and Match

    By justatester, August 27, 2008
    • 16 replies
    • 2.7k views
    • 
    • BG5150
    • August 29, 2008

24. 401K loan to pay off a student loan

    By Guest DCMC, June 17, 2014   

    • 401K loan
    • student loan
    • 16 replies
    • 2.8k views
    • 
    • jpod
    • June 17, 2014

25. New EPCRS procedures

    By Kimberly S, August 27, 2008
    • 16 replies
    • 2.4k views
    • 
    • Guest
    • September 3, 2008

26. Privacy and safety re: 401k Loan

    By interestedparty, August 27, 2015   

    • privacy and expediency
    • 16 replies
    • 3.3k views
    • 
    • BigMitch
    • July 10, 2019

27. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 4.6k views
    • 
    • Bill Presson
    • February 25, 2014

28. Suspension of 401k Loan payments

    By Roger, December 16, 2020   

    • 401k loan repayments
    • 16 replies
    • 2.7k views
    • 
    • Luke Bailey
    • December 25, 2020

29. 401k Safety in Bankruptcy

    By Guest Eric_2002, February 15, 2002
    • 16 replies
    • 4k views
    • 
    • mbozek
    • April 1, 2002

30. Deferred Compensation

    By austin3515, February 11, 2016
    • 16 replies
    • 1.6k views
    • 
    • jpod
    • February 12, 2016

31. restatement date vs signature date

    By WCC, October 1, 2014
    • 16 replies
    • 3.7k views
    • 
    • MJ Hartman
    • October 9, 2014

32. Refund check to participant, or business?

    By Belgarath, October 5, 2018
    • 16 replies
    • 1.5k views
    • 
    • Bird
    • October 10, 2018

33. Amend plan document to prohibit direct rollovers?

    By Guest RBeck, June 26, 2000
    • 16 replies
    • 2.2k views
    • 
    • Alf
    • July 1, 2000

34. 2002 401k for self employed

    By dmb, April 1, 2002
    • 16 replies
    • 2.8k views
    • 
    • Guest
    • June 14, 2002

35. Loan Default

    By Guest andmik, June 6, 2008
    • 16 replies
    • 4.5k views
    • 
    • BG5150
    • June 13, 2008

36. SECURE Act - Part-time employees and vesting

    By Lisa2005, August 31, 2020
    • 16 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • September 13, 2020

37. DC plan company stock limits

    By fidu, April 23, 2002
    • 16 replies
    • 3.6k views
    • 
    • fidu
    • April 26, 2002

38. Partial Plan Termination

    By Guest CCarter, March 18, 2002
    • 16 replies
    • 5.8k views
    • 
    • Guest
    • August 4, 2009

39. Control Group merge into one company. Is this scenario ok?

    By K-t-F, August 9, 2021
    • 16 replies
    • 1.3k views
    • 
    • K-t-F
    • September 7, 2021

40. Failed ACP refund - forfeiture or refund?

    By Santo Gold, October 2, 2012
    • 16 replies
    • 13k views
    • 
    • imchipbrown
    • March 11, 2013

41. Super Interesting Must-Read Direct Deposit Question

    By Guest dcprovista, July 14, 2005
    • 16 replies
    • 2.1k views
    • 
    • Guest
    • July 18, 2005

42. Safe Harbor NonElective

    By thepensionmaven, May 8, 2017
    • 16 replies
    • 3.4k views
    • 
    • Tom Poje
    • May 16, 2017

43. NHCEs covered under DB Plan, can HCE's contribute to 401(k) Plan?

    By Guest Richard Scheer, February 1, 2002
    • 16 replies
    • 2.7k views
    • 
    • Guest
    • February 4, 2002

44. Two Section 415 limits in unrelated companies.

    By Guest, May 3, 2001
    • 16 replies
    • 3.8k views
    • 
    • Guest
    • June 3, 2001

45. Wickersham retired?

    By KJohnson, May 9, 2003
    • 16 replies
    • 6.4k views
    • 
    • Guest
    • May 16, 2003

46. late safe harbor notice

    By Tom Poje, November 21, 2008
    • 15 replies
    • 5.3k views
    • 
    • Kevin C
    • November 26, 2008

47. EPCRS Correction / Loan Default

    By austin3515, March 21, 2017
    • 15 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 23, 2017

48. ERISA investment requirements

    By fidu, October 24, 2002
    • 15 replies
    • 4.2k views
    • 
    • E as in ERISA
    • October 28, 2002

49. Interest on Late Safe Harbor Contributions

    By metsfan026, April 13, 2022
    • 15 replies
    • 3.1k views
    • 
    • RatherBeGolfing
    • April 13, 2022

50. Safe Harbor and Dual Eligibility

    By Gilmore, June 14, 2021
    • 15 replies
    • 2.2k views
    • 
    • TH 401k
    • October 20