401(k) Plans

19,321 topics in this forum

1. Trust ID Numbers

   By Guest TrustMe401k, May 15, 2000
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • May 17, 2000

2. Annual additions

   By imchipbrown, September 29, 2000
   • 2 replies
   • 1.8k views
   • 
   • imchipbrown
   • September 30, 2000

3. short limitation year - 415 proration

   By Guest JTK, October 20, 2006
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • October 20, 2006

4. Leased Employee & leasing company can't do pre-tax deferrals

   By Dennis Povloski, April 13, 2010
   • 9 replies
   • 1.8k views
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   • Jim Chad
   • April 14, 2010

5. Does deferred restricted stock count as compenstation for determining

   By Guest Blindman, February 18, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • February 19, 2002

6. Safe Harbor Match and Per Pay Calculation Period

   By CLE401kGuy, May 12, 2014
   • 9 replies
   • 1.8k views
   • 
   • austin3515
   • May 16, 2014

7. 401K disbursement

   By Guest celias, May 30, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • May 30, 2001

8. 414(s) Compensation

   By Guest Mike Schwing, January 10, 2003
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • January 14, 2003

9. Disability and Compensation

   By Guest Beavis, December 4, 1998
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 4, 1998

10. Hardship Withdrawals

    By Guest pentex, November 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 19, 2002

11. Revoking a loan policy

    By Guest Pat Metallic, November 22, 2000
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 22, 2000

12. Looking for tips designing 401(k) plan for typical small employer scen

    By Guest SBlack, January 12, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2001

13. reasonable deferral deposit time

    By Jakyasar, March 17, 2021
    • 12 replies
    • 1.8k views
    • 
    • acm_acm
    • March 22, 2021

14. Stock Distribution and Beneficiary Basis from 401k plan.

    By Guest fusiuser, February 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 17, 2000

15. 401(k) and Union Plan

    By 52626, March 14, 2024
    • 3 replies
    • 1.8k views
    • 
    • 52626
    • March 21, 2024

16. Closing DB Plan; Prohibited Transaction?

    By Guest halka, October 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2001

17. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 1.8k views
    • 
    • Peter Gulia
    • October 22, 2020

18. Discriminatory Effect of an Increasing Match

    By Guest AEA, March 16, 2001
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2001

19. Compensation for Plan Purposes

    By Dougsbpc, July 17, 2012
    • 2 replies
    • 1.8k views
    • 
    • PensionPro
    • July 17, 2012

20. Foreign employees

    By Guest Jose Rosario, August 5, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 7, 2003

21. Deposit Match/PS early for HCE but later for NHCE

    By jmartin, January 9, 2020
    • 12 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • February 27, 2020

22. Unused leave deposited into 401(k) plan

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

23. Prototype -11(g) Amendment

    By austin3515, March 10, 2009
    • 6 replies
    • 1.8k views
    • 
    • jpod
    • March 12, 2009

24. Individually Designed Document Question

    By khn, March 6, 2019
    • 21 replies
    • 1.8k views
    • 
    • jpod
    • March 7, 2019

25. Hardships protected?

    By Guest jmlumpkin, May 25, 2006
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • May 25, 2006

26. Restoring lost earnings on tardy matching contributions; are these amo

    By Guest tmconn, February 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 27, 2001

27. Discovered Mistake After Rollover

    By sam248, December 27, 2020
    • 9 replies
    • 1.8k views
    • 
    • Lou S.
    • January 27, 2021

28. Over-Vested - Paid out too much Employer Match to Employee

    By KTB, June 27, 2014
    • 5 replies
    • 1.8k views
    • 
    • KTB
    • June 30, 2014

29. Comp used for a Safe Harbor Plan

    By austin3515, June 29, 2018
    • 10 replies
    • 1.8k views
    • 
    • Kevin C
    • July 2, 2018

30. 1099'S - PS 58 Cost and regular distributions

    By Guest Achilles, February 6, 2004
    • 1 reply
    • 1.8k views
    • 
    • goldtpa
    • February 6, 2004

31. 1099-R Code 2

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

32. May a 401(k) Plan Exclude non-U.S. Citizens

    By Guest Captain Pass, April 19, 2008
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • April 19, 2008

33. QNEC

    By Logan401, February 5, 2010
    • 2 replies
    • 1.8k views
    • 
    • Logan401
    • February 8, 2010

34. What would prevent a PLLC from going back and funding retroactively

    By Lori H, November 16, 2007
    • 16 replies
    • 1.8k views
    • 
    • Lori H
    • December 4, 2007

35. surrender charges paid by employer

    By Guest isg2013, April 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • April 18, 2013

36. Employer Securities

    By PFranckowiak, July 8, 2015
    • 3 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • July 8, 2015

37. Hardships / Self-Certification

    By austin3515, March 15, 2017
    • 10 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 16, 2017

38. 401(k) Plan Not Offered To Eligible Employee

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

39. Transition year for CY/PY testing method

    By Guest SBlack, March 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • March 7, 2001

40. One person 401(k) Plan

    By FJR, December 16, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 23, 2002

41. top heavy and catch up contributions

    By Guest Peggy806, January 31, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 31, 2011

42. auto enrollment

    By pmacduff, November 27, 2006
    • 6 replies
    • 1.8k views
    • 
    • stephen
    • November 30, 2006

43. Deferrals in Error from Post-Termination Comp.

    By Guest Gumby, August 20, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2008

44. Excess Match Contribution

    By Guest MUSICMAN, April 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 12, 2002

45. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026, September 13, 2021
    • 2 replies
    • 1.8k views
    • 
    • Bob the Swimmer
    • September 15, 2021

46. 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

47. Safe Harbor Nonelective Contribution vs. Term < 500

    By Guest LWilson, June 21, 2002
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 21, 2002

48. Plan Loans Exceeding 5 Years - Time of Default

    By Guest rocnrols2, January 8, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • January 9, 2003

49. Affiliated Service Groups

    By Guest Jae, August 26, 2000
    • 5 replies
    • 1.8k views
    • 
    • billfgrady
    • February 4, 2003

50. 401(k) deposited > 15 days after month end; Q 27e & 27f on Form

    By Guest Kelly R, July 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • October 12, 1999