401(k) Plans

19,275 topics in this forum

1. Spousal Consent w/Distributions

   By Guest TLCPension, June 25, 2003
   • 6 replies
   • 1.8k views
   • 
   • Appleby
   • June 27, 2003

2. "partial" safe harbor 401(k) plan?

   By EGB, March 8, 2002
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • March 8, 2002

3. qualified plan with only one named employee

   By Guest Diane DuFresne, August 30, 2001
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2001

4. Must a plan stipulate a maximum percentage for employee contributions

   By MWeddell, November 8, 1999
   • 2 replies
   • 1.8k views
   • 
   • Brenda Wren
   • November 11, 1999

5. Profit sharing contribution made to safe harbor 401(k) Plan

   By Guest Theresa, December 6, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • December 6, 2000

6. Implementing a safe harbor 401(k) plan in a union environment

   By Guest AngelB, October 24, 2001
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 25, 2001

7. Top Heavy Contribution

   By DP, August 27, 2002
   • 12 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2002

8. Corrected 1099s--Participant issues

   By Guest kjcurly, July 26, 2006
   • 2 replies
   • 1.8k views
   • 
   • JanetM
   • July 28, 2006

9. Ever filed amended 5330 to try to get money back?

   By Guest boberlander, October 13, 2000
   • 2 replies
   • 1.8k views
   • 
   • R. Butler
   • October 18, 2000

10. Participant Voting Employer Stock

    By Guest halka, May 16, 2000
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • May 17, 2000

11. Nonelective Safe Harbor

    By Guest djsimonetti, December 29, 1998
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

12. How do you obtain compensation info?

    By Lori H, March 16, 2010
    • 8 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 19, 2010

13. Automatic enrollment & decreased waiting periods

    By Sheila K, August 23, 2000
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • August 24, 2000

14. Dual Eligibility

    By MBCarey, January 13, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 13, 2006

15. Is there a waiting period or not (for testing)?

    By Guest user99, May 22, 2012
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2012

16. Early Participation Rule

    By Guest Ashley, November 12, 2003
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • November 13, 2003

17. Self Directed Brokerage Usage

    By Guest Ken_Systems, July 30, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 5, 1999

18. change plan year end

    By wsp, December 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • chris
    • December 30, 2002

19. General question

    By KEB, May 23, 2018
    • 26 replies
    • 1.8k views
    • 
    • Bill Presson
    • May 29, 2018

20. ACP refunds Forfeitures or Check to ER?

    By Guest Kim S., April 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • April 10, 2002

21. Ineligible Participants Allowed To Defer

    By metsfan026, August 2, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 4, 2022

22. Hardship Withdrawal

    By Guest M.A., April 25, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2006

23. Discrimination Testing

    By Guest gerry326, October 19, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • October 22, 2001

24. Top Heavy Minimum

    By nancy, July 30, 2003
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

25. Termination and distribution

    By Guest Regis, June 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 11, 2002

26. Engagement Letters for TPA's

    By austin3515, June 3, 2011
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • June 4, 2011

27. Participant choosing to have loan deemed, Issues?

    By FundeK, October 22, 2004
    • 9 replies
    • 1.8k views
    • 
    • QDROphile
    • October 25, 2004

28. IRS Levy Question

    By Guest Barker, March 29, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 29, 2002

29. IRS Notice 2008-13

    By R. Butler, August 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 13, 2008

30. Exclusion from ADP for Minimum Age and Service

    By Guest kp, December 17, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 17, 1998

31. New Hardship Reasons

    By J. Bringhurst, December 21, 2006
    • 3 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • December 22, 2006

32. annuity overpayments

    By Guest TroyRiley, May 8, 2003
    • 3 replies
    • 1.8k views
    • 
    • GBurns
    • May 10, 2003

33. good faith bargaining

    By Guest KLCarter, December 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • December 20, 2005

34. Separate Lines of Business

    By PFranckowiak, October 24, 2017
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2017

35. 401(k) participant died with outstanding loan; does beneficiary get 1099R for the loan balance? How is the form coded?

    By Guest DBanko, September 19, 2003
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • September 19, 2003

36. ADP Corrective Refunds?

    By Guest KBANQ, January 11, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 12, 2007

37. Allocation of 401K Contribution /Active Participation Rules

    By Guest dancin, April 29, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 30, 2008

38. Entry Date for Predecessor Service

    By Guest Serena, August 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • PFranckowiak
    • September 2, 2010

39. Sole Owner W/ No EE's 401k Plan - No Document - No 5500 - Help

    By Guest RS Vatalaro, May 29, 2002
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • June 4, 2002

40. Regulations concerning ex-patriots of US qualified DC plans

    By Guest ATaylor, March 11, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 1999

41. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums, September 8
    • 2 replies
    • 1.8k views
    • 
    • 401k Conundrums
    • September 9

42. Deferral percentage versus deferral dollars with regard to compensation

    By Guest Angel(k), June 30, 2004
    • 4 replies
    • 1.8k views
    • 
    • Harwood
    • June 30, 2004

43. When are SH Employer Contributions Due

    By Guest JHLUBB, August 24, 2011
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • August 25, 2011

44. Matching on Catch-up Contributions 401(a)(17) Limit

    By jkharvey, March 18, 2004
    • 4 replies
    • 1.8k views
    • 
    • MGB
    • March 19, 2004

45. Limiting HCE Deferrals through Corporate Resolution

    By Guest psgross, July 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • April 25, 2006

46. Deductibility limit under Section 404

    By Guest Joe Vasko, February 29, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2000

47. Non-Spouse Beneficiary IRA Rollover

    By Guest andmik, March 18, 2008
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • March 19, 2008

48. 401(k) spinoff/plan termination

    By lexi, October 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • October 9, 2006

49. PPA 06 restatement effective date 2016 or 2017?

    By Pension Panda, January 7, 2016
    • 2 replies
    • 1.8k views
    • 
    • Pension Panda
    • January 8, 2016

50. Distribution for beneficiary without TIN?

    By JDuns, August 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Earl
    • August 10, 2002