401(k) Plans

19,275 topics in this forum

1. Auto Escalation and Flat Dollar Deferral Elections

   By EagerToKnow, November 22, 2019   

   • automatic escalation
   • limit
   • (and 1 more)

     Tagged with:

     • automatic escalation
     • limit
     • automatic
   • 3 replies
   • 6.1k views
   • 
   • C. B. Zeller
   • November 25, 2019

2. Opinion about a document providor

   By Guest fender5150, July 2, 2007
   • 34 replies
   • 6.1k views
   • 
   • Guest
   • July 26, 2007

3. Profit Sharing, employee vs. employer contribution?

   By Guest oppy, January 19, 1999
   • 7 replies
   • 6.1k views
   • 
   • Greg Judd
   • January 22, 1999

4. 401k Administrative costs?

   By MD-Benefits Guy, March 22, 2012
   • 13 replies
   • 6.1k views
   • 
   • austin3515
   • March 27, 2012

5. Client forgot to remove deferrals from payck

   By doombuggy, December 8, 2006
   • 20 replies
   • 6k views
   • 
   • Guest
   • January 3, 2007

6. Terminating Plan - Outstanding loans

   By Guest nmyers, July 28, 2009
   • 9 replies
   • 6k views
   • 
   • J Simmons
   • July 30, 2009

7. 5500 Proposed Revisions 1 2

   By austin3515, July 11, 2016
   • 53 replies
   • 6k views
   • 
   • austin3515
   • October 28, 2016

8. No show jobs and benefits

   By ratherbereading, January 6, 2017
   • 38 replies
   • 6k views
   • 
   • Belgarath
   • June 20, 2017

9. self-employed one-person 401(k0

   By Guest 401kproman, February 20, 2002
   • 24 replies
   • 6k views
   • 
   • KJohnson
   • January 16, 2003

10. Safe Harbor Match and Top Heavy

    By thepensionmaven, August 20, 2015
    • 9 replies
    • 6k views
    • 
    • austin3515
    • August 20, 2015

11. Rebalance 401(k) Account / Participant Loans 1 2

    By austin3515, August 29, 2019
    • 56 replies
    • 6k views
    • 
    • Bill Presson
    • October 24, 2019

12. 10% Withholding on Corrective Distributions

    By Lori Foresz, February 10, 2005
    • 6 replies
    • 6k views
    • 
    • jaemmons
    • February 10, 2005

13. Can you transfer balances between a bargained and non-bargained 401(k)

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 6k views
    • 
    • Bob R
    • March 15, 2001

14. Deadline for making top paid group election

    By Guest Dash02, April 14, 2010
    • 4 replies
    • 6k views
    • 
    • Bird
    • April 15, 2010

15. Allowable Formulas for Discretionary Match

    By vanders2240, June 18, 2015
    • 11 replies
    • 6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 20, 2015

16. must catch-ups be matched in a safe harbor 401k plan?

    By Santo Gold, April 17, 2009
    • 13 replies
    • 6k views
    • 
    • Paul I
    • February 7, 2023

17. Taking ASPA C-2(DC), need help....

    By stevena, June 16, 2003
    • 45 replies
    • 6k views
    • 
    • GBurns
    • June 27, 2003

18. 401(K) sole-proprietor with employees

    By wiiabenefits, November 7, 2017
    • 23 replies
    • 6k views
    • 
    • Mike Preston
    • November 12, 2017

19. Contribution deadline...

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

20. Can "true-up" matching contributions be made on a payroll pe

    By EGB, May 23, 2000
    • 14 replies
    • 6k views
    • 
    • R. Butler
    • May 11, 2001

21. Hardship withdrawals for post-secondary education

    By Guest Elinor, May 16, 2005
    • 2 replies
    • 6k views
    • 
    • E as in ERISA
    • May 16, 2005

22. 401(k) Plan Annual Audit

    By oriecat, July 16, 2007
    • 10 replies
    • 6k views
    • 
    • Guest
    • July 18, 2007

23. Exclusion of Employees on Leave of Absence for ER Contribution

    By Guest J&D, December 3, 2004
    • 10 replies
    • 5.9k views
    • 
    • GBurns
    • December 8, 2004

24. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 5.9k views
    • 
    • austin3515
    • November 5, 2013

25. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 5.9k views
    • 
    • hr for me
    • July 14, 2016

26. Can I force out a terminee

    By RayJJohnsonJr, September 26, 2011
    • 9 replies
    • 5.9k views
    • 
    • mbozek
    • February 8, 2012

27. Can you exclude HCE from a Profit Sharing Plan?

    By Guest Michael Anderson, January 11, 2005
    • 11 replies
    • 5.9k views
    • 
    • Bill Presson
    • October 16, 2013

28. Loans

    By Alex Daisy, May 10, 2010
    • 11 replies
    • 5.9k views
    • 
    • Tom Poje
    • May 27, 2010

29. Late deposit of 401(k) and negative earnings

    By MoShawn, September 23, 2009
    • 9 replies
    • 5.9k views
    • 
    • chc93
    • April 28, 2017

30. Amending Vesting Schedule

    By austin3515, February 27, 2018
    • 24 replies
    • 5.9k views
    • 
    • Rafael
    • November 18, 2020

31. Safe harbor match plan with additional discretionary match

    By Guest moosegirl, June 21, 2004
    • 4 replies
    • 5.9k views
    • 
    • Archimage
    • June 23, 2004

32. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
    • 0 replies
    • 5.9k views
    • 
    • Guest
    • March 26, 2002

33. Master Trust or Not?

    By Guest Walter Patricio, October 1, 1999
    • 5 replies
    • 5.9k views
    • 
    • MoJo
    • October 5, 1999

34. 404(c) & mapping/qualified change in investment options

    By Guest ggbrock, October 27, 2008
    • 5 replies
    • 5.9k views
    • 
    • J Simmons
    • October 27, 2008

35. Post-severance compensation and deferrals

    By Guest tmills, July 3, 2008
    • 3 replies
    • 5.9k views
    • 
    • Guest
    • July 8, 2008

36. California Final Wages

    By longjongbongkingkong, September 11, 2023
    • 5 replies
    • 5.9k views
    • 
    • ratherbereading
    • September 12, 2023

37. Terminating a SH Plan

    By austin3515, February 23, 2010
    • 7 replies
    • 5.9k views
    • 
    • Guest
    • February 25, 2010

38. Terminated Participant Was OverpaidHow Do We "Retrieve" the Overpayment?

    By Guest annieap1, October 15, 2004
    • 12 replies
    • 5.9k views
    • 
    • mbozek
    • October 19, 2004

39. 411(d)(6) anti-cut back rules-Are disability benefits protected?

    By Guest April J, June 4, 1999
    • 1 reply
    • 5.9k views
    • 
    • Wessex
    • June 4, 1999

40. Daily Valuation-What is it?

    By Guest TORTORA, November 13, 1998
    • 4 replies
    • 5.9k views
    • 
    • Guest
    • February 4, 2000

41. Hardship Educational Expenses

    By PFranckowiak, July 15, 2008
    • 3 replies
    • 5.9k views
    • 
    • masteff
    • July 15, 2008

42. 401(k) Safe Harbor Match fails 414(s)

    By bcmom, April 6, 2017   

    • 414(s) comp
    • safe harbor plan 401(k)
    • (and 1 more)

      Tagged with:

      • 414(s) comp
      • safe harbor plan 401(k)
      • mckay hochman prototype
    • 22 replies
    • 5.9k views
    • 
    • Tom Poje
    • April 11, 2017

43. Secure Act 2.0 LTPT in a nutshell

    By Basically, December 27, 2023
    • 33 replies
    • 5.9k views
    • 
    • Patricia Neal Jensen
    • January 3, 2024

44. Employer over-withheld deferrals from employees' pay

    By Guest A. Kintner, March 21, 2008
    • 4 replies
    • 5.9k views
    • 
    • Guest
    • October 6, 2008

45. Hardship distrib OK after half of account pledged as security for a lo

    By Guest LARRY, August 25, 1998
    • 9 replies
    • 5.8k views
    • 
    • LCARUSI
    • September 2, 1998

46. Employer's profit-sharing and money purchase programs are under a sing

    By JWK, November 22, 2000
    • 19 replies
    • 5.8k views
    • 
    • stephen
    • February 28, 2003

47. Top Heavy and Safe Harbor allocation

    By perplexedbypensions, February 28, 2019
    • 22 replies
    • 5.8k views
    • 
    • Tom Poje
    • March 8, 2019

48. Warning: High Explosives! Here's an issue that many would like to pret

    By Guest tschenk, August 25, 2000
    • 44 replies
    • 5.8k views
    • 
    • Guest
    • September 8, 2000

49. Federal Criminal Garnishments

    By New to Erisa, July 21, 2017
    • 16 replies
    • 5.8k views
    • 
    • Benefits to all
    • December 20, 2017

50. safe harbor - last day/1000 hour requirement

    By smm, December 25, 2001
    • 4 replies
    • 5.8k views
    • 
    • Richard Anderson
    • December 26, 2001