401(k) Plans

19,321 topics in this forum

1. Ineligible Participant

   By Guest Much2Learn, August 30, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2002

2. Vesting Changes Under EGTRRA

   By Guest yerisa, July 19, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • July 19, 2001

3. Who prepares investment materials for statement paks?

   By Guest FREE401k, July 2, 2002
   • 14 replies
   • 1.8k views
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   • mbozek
   • July 7, 2002

4. SH Final Regs

   By Guest RJF, February 27, 2006
   • 4 replies
   • 1.8k views
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   • Guest
   • March 1, 2006

5. Catch Up Regs - Cash Availablity Limit Exception to UA Requirement

   By Alf, November 7, 2003
   • 6 replies
   • 1.8k views
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   • QDROphile
   • November 12, 2003

6. 401(k) Plan Audit Question: RE: Investment Contract with Insurance Co. note to Financial Statements.

   By Guest TGinthe'Ville, September 26, 2005
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • September 28, 2005

7. De minimis exception to requirement to allocate earnings to participants?

   By Guest rocnrols2, August 24, 2004
   • 1 reply
   • 1.8k views
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   • FundeK
   • August 24, 2004

8. Top Heavy / "Early" Participation in 401(k) Feature

   By Guest EMC, February 25, 2000
   • 3 replies
   • 1.8k views
   • 
   • IRC401
   • March 1, 2000

9. What to do with a 401k $ after you change jobs?

   By Dave Baker, March 7, 2000
   • 4 replies
   • 1.8k views
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   • Guest
   • March 8, 2000

10. 401(k) spinoff/plan termination

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

11. Hardship Distributions

    By Belgarath, June 29, 2023
    • 8 replies
    • 1.8k views
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    • Peter Gulia
    • July 5, 2023

12. Converting an existing 401(k) plan to QACA

    By Guest kh1, September 23, 2014
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 8, 2014

13. annuity overpayments

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

14. Post Severance Compensation

    By Gilmore, August 7, 2008
    • 4 replies
    • 1.8k views
    • 
    • Gilmore
    • August 9, 2008

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

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

16. 402(g) Excess - Correction Options After April 15

    By Towanda, July 28, 2022   

    • 402(g) excess
    • correction after april 15
    • 9 replies
    • 1.8k views
    • 
    • KEM
    • August 10, 2023

17. Stock Bonus Program

    By Guest benefitstudent, March 28, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 3, 2006

18. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • alexa
    • December 9, 2008

19. 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

20. 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

21. HCE Determination

    By Guest le190, August 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 29, 1999

22. Earnings on Late Roth Deferrals

    By Guest saotampa, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • July 16, 2010

23. Compensation Defination

    By Guest SLynch, April 20, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 19, 1999

24. How do you obtain compensation info?

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

25. Top Heavy Contribution

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

26. How Late is Too Late To Adopt a Non-SH 401(k)?

    By ERISA1, December 10, 2010
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • December 14, 2010

27. Retirement Age on the plan

    By dragondon, November 29, 2022
    • 16 replies
    • 1.8k views
    • 
    • BenefitJack
    • December 6, 2022

28. Switch a profit sharing plan to a safe harbor 401(k)

    By thepensionmaven, January 30, 2001
    • 0 replies
    • 1.8k views
    • 
    • thepensionmaven
    • January 30, 2001

29. Earned Income Calculation

    By Guest notapensiongeek, March 9, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2006

30. Late 401(k) deposits and Form 5330

    By Guest babs51, August 6, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 10, 2004

31. Termination and distribution

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

32. Profit Sharing contribution and non-profit organizations

    By Guest dhoefer, February 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • February 20, 2002

33. Safe Harbor - addition of match mid-year

    By Robin Wilson, October 27, 2021
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • January 24, 2022

34. 401k Deposits Not Made and Company Has No Money

    By Guest needhelp, September 20, 2001
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • September 20, 2001

35. Termination Date when maternity leave employee does not return to work

    By Guest DeePA, February 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 18, 2003

36. Controlled Group Testing

    By Guest jimmybeau, March 5, 2008
    • 5 replies
    • 1.8k views
    • 
    • dmwe
    • April 10, 2008

37. Is a hardship withdrawal or hardship distribution from vested match an

    By John A, September 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • September 11, 2000

38. Using permitted disparity in a Safe Harbor 401(k) Plan

    By katieinny, September 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • September 10, 2002

39. Discrimination Testing

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

40. Self Directed Brokerage Usage

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

41. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • July 18, 2019

42. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex, February 8, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2002

43. 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

44. Prime minus one as a plan loan interest rate?

    By KJohnson, January 11, 2001
    • 2 replies
    • 1.8k views
    • 
    • Alf
    • January 12, 2001

45. Super fascninating question - Owners Child is an LTPT

    By austin3515, March 6, 2024
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • March 8, 2024

46. Associated Match w/ ADP Refund

    By fiona1, March 30, 2007
    • 0 replies
    • 1.8k views
    • 
    • fiona1
    • March 30, 2007

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

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

48. Dual Eligibility

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

49. Age 50 Catch Up-proposed regulations

    By Michael Devault, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • October 23, 2001

50. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008