401(k) Plans

19,275 topics in this forum

1. FT William Plan Docs - Eligibility Expressed in Days

   By austin3515, August 20
   • 11 replies
   • 1.8k views
   • 
   • austin3515
   • August 21

2. PROFIT SHARING CONTRIBUTION NOT MADE FOR OWNERS IN PRIOR YEAR

   By Guest PAM, December 30, 1998
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • December 31, 1998

3. Post year-end contributions...when good employer contributions go bad

   By Lori Friedman, May 10, 2005
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • June 1, 2005

4. NonElective Safe Harbor vs QNECs and QMECs

   By dragondon, October 12, 2022
   • 5 replies
   • 1.8k views
   • 
   • Doc Ument
   • October 12, 2022

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

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

6. Automatic Enrollment Notices

   By Guest Grumpy456, November 27, 2007
   • 2 replies
   • 1.8k views
   • 
   • BG5150
   • December 6, 2007

7. Catch-up Contribution and max profit sharing

   By emmetttrudy, April 10, 2012
   • 2 replies
   • 1.8k views
   • 
   • BG5150
   • April 11, 2012

8. Changing eligibility

   By Guest chris4013, May 8, 2003
   • 7 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • May 13, 2003

9. Over-restored Surrender Charge - Do what w/ the excess

   By BeanCounterBlues, January 23, 2006
   • 2 replies
   • 1.8k views
   • 
   • Kevin C
   • January 26, 2006

10. 1099-R Code 2

    By Guest Mary O'Connell, March 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Disco Stu
    • March 7, 2002

11. Payment of Plan Expenses from Forfeitures

    By Guest Born2Run, July 23, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 28, 2009

12. New here...

    By Guest Donnie, March 18, 2005
    • 10 replies
    • 1.8k views
    • 
    • MGB
    • March 21, 2005

13. Enhanced SH Match

    By K-t-F, June 29, 2006
    • 4 replies
    • 1.8k views
    • 
    • K-t-F
    • June 30, 2006

14. 401k Plan Termination & Successor Plan Rule

    By cbendertpa23, March 27, 2018   

    • plan termination
    • 401k
    • (and 2 more)

      Tagged with:

      • plan termination
      • 401k
      • successor plan
      • 12 month rule
    • 2 replies
    • 1.8k views
    • 
    • Luke Bailey
    • March 28, 2018

15. Unused leave deposited into 401(k) plan

    By alexa, April 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 2, 2002

16. PLan year higher defrral limits apply to.

    By Guest Thornton, January 6, 2002
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 8, 2002

17. Definition of 5% Owner for Purposes of the Required Beginning Date.

    By Guest helmethead, September 28, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 28, 2000

18. Annual Deferral Election

    By Guest Ken Krol, June 9, 2014
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 2014

19. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

    • Reenrollment
    • 7 replies
    • 1.8k views
    • 
    • Kevin C
    • January 8, 2015

20. How fix failed coverage test when 100% benefitting?

    By Guest TaxedToDeath, May 11, 2012
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • May 14, 2012

21. Changes in 2010 SE Calculation... Or Not?

    By austin3515, January 27, 2011
    • 12 replies
    • 1.8k views
    • 
    • 12AX7
    • March 23, 2011

22. RMD's

    By Nassau, December 1, 2010
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • December 2, 2010

23. Gramm-Leach-Bliley push out provisions

    By fidu, May 13, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2002

24. 401(k) Plan Not Offered To Eligible Employee

    By Guest Allysenf, June 22, 2002
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • June 22, 2002

25. after-tax employee contributions

    By Santo Gold, April 11, 2019
    • 7 replies
    • 1.8k views
    • 
    • stxman
    • April 23, 2019

26. Vesting for Transferred Employees

    By Guest GG, February 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2001

27. Permissively Aggregate Owner's Plan with Staff Plan

    By Oh so SIMPLE, July 21, 2013
    • 9 replies
    • 1.8k views
    • 
    • ESOP Guy
    • July 23, 2013

28. 401(k) Refunds and Earnings Calculation

    By buckaroo, March 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • buckaroo
    • March 12, 2004

29. Hardship Distribution Request for Medical Expenses

    By Guest jefe96, March 29, 2005
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • April 1, 2005

30. help w/ vested percentage

    By Brian Gallagher, September 20, 2004
    • 13 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • September 21, 2004

31. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 1.8k views
    • 
    • Cardscrazy
    • March 20, 2020

32. 402(g) limit

    By Guest ars1, September 9, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 13, 1999

33. SECURE 2.0 New Distributable Events

    By Ian, January 27, 2023
    • 9 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7, 2023

34. employer match off by a few dollars over under. when to make up

    By Lori H, April 7, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 8, 2005

35. Plan Termination

    By KevinMc, November 20, 2019
    • 6 replies
    • 1.8k views
    • 
    • ESOP Guy
    • November 21, 2019

36. Vesting question

    By Guest carsca, February 13, 2004
    • 3 replies
    • 1.8k views
    • 
    • Jed Macy
    • February 14, 2004

37. Safe Habor match issues and Can an HCE really be an NHCE?

    By Guest PALAWYER, November 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 13, 2000

38. Stock Sale and Distribution of Assets

    By PMC, January 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • PMC
    • January 23, 2001

39. Coronavirus-Related Distributions

    By EBECatty, March 31, 2020
    • 13 replies
    • 1.8k views
    • 
    • justanotheradmin
    • April 7, 2020

40. Formal Plan Termination

    By commishvp, October 31, 2006
    • 2 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • November 1, 2006

41. How to identify the Employer, EIN and Plan Number of a 401(k) Plan aft

    By Guest EMC, November 15, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000

42. Short Initial Plan Year

    By Lori Foresz, August 30, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 1, 2004

43. Changing ADP testing methods from current to prior year

    By Guest PSHowell, February 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 27, 2004

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

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

45. SHNE to SHM

    By thepensionmaven, December 1, 2020
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • December 3, 2020

46. accuracy of participant statments

    By k man, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 6, 2001

47. financial statement presentation of depreciation in investments

    By Guest l balmer, September 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 2002

48. What Compensation is Match Based On?

    By Guest D Mitchell, February 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2001

49. APRSC & ADP Failure

    By Guest ELS, August 10, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

50. Safe Harbor Compensation Question

    By Guest shaul, November 6, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2010