401(k) Plans

19,334 topics in this forum

1. auto enrollment

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

2. Form 5500 - 20% in single security

   By Spencer, July 26, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 20, 1999

3. 401K disbursement

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

4. Disability and Compensation

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

5. short limitation year - 415 proration

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

6. Prior Year Term and Profit Sharing Contribution

   By 401kQ's, August 1, 2018
   • 8 replies
   • 1.8k views
   • 
   • 401kQ's
   • August 2, 2018

7. Not getting the full benefit of a match - true-up provisions

   By Guest Hardy Eubanks, February 23, 2000
   • 4 replies
   • 1.8k views
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   • MWeddell
   • February 24, 2000

8. Leave of Absence & Contribution Eligibility

   By metsfan026, May 31, 2024
   • 3 replies
   • 1.8k views
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   • RatherBeGolfing
   • June 3, 2024

9. 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

10. Qualified Match vs Regular Match -Correction

    By Guest UKH, March 27, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

11. Revoking a loan policy

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

12. Prototype -11(g) Amendment

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

13. Trust ID Numbers

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

14. Annual additions

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

15. QDRO alterative payee-Cancel payment.

    By Panda, November 7, 2023
    • 4 replies
    • 1.8k views
    • 
    • AKowalski
    • November 9, 2023

16. HCE Defined

    By Guest ChopperPilot, March 2, 2005
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • March 2, 2005

17. How to do 401(k) discrimination testing for a plan with no NHCEs (i.e.

    By Guest Pat Metallic, November 7, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 21, 2000

18. surrender charges paid by employer

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

19. Discriminatory Effect of an Increasing Match

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

20. Does deferred restricted stock count as compenstation for determining

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

21. Foreign employees

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

22. rights benefits and features

    By Scuba 401, June 1, 2017
    • 20 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 2, 2017

23. 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

24. 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

25. help w/ vested percentage

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

26. 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

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

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

28. employee class exclusion

    By Tom, April 15, 2021
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • August 4, 2021

29. Unused leave deposited into 401(k) plan

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

30. Hardships protected?

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

31. Interest calculation for late contributions?

    By Guest susan w, August 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • August 21, 2002

32. 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

33. What Compensation is Match Based On?

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

34. A participant with an outstanding loan files for bankruptcy and the pl

    By k man, March 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 13, 2000

35. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha, October 20, 2023
    • 11 replies
    • 1.8k views
    • 
    • Luke Bailey
    • October 24, 2023

36. QNEC

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

37. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

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

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

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

39. Union EEs in 401(k) PSP

    By BG5150, January 27, 2011
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 28, 2011

40. HCE Deferral Never Contributed

    By DP, September 8, 2003
    • 12 replies
    • 1.8k views
    • 
    • E as in ERISA
    • September 10, 2003

41. Catch-up Contribution and max profit sharing

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

42. 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

43. Affiliated Service Groups

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

44. Possible Spinoff or Successor Plan?

    By hsctpa, February 8, 2018
    • 1 reply
    • 1.8k views
    • 
    • Luke Bailey
    • February 8, 2018

45. Beneficiary of account is an old boyfriend - Can family change after death?

    By 401king, June 21, 2013
    • 6 replies
    • 1.8k views
    • 
    • ForksnKnives
    • June 27, 2013

46. Deferrals in Error from Post-Termination Comp.

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

47. Excess Match Contribution

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

48. Million TPA March

    By austin3515, July 13, 2011
    • 13 replies
    • 1.8k views
    • 
    • austin3515
    • July 16, 2011

49. One person 401(k) Plan

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

50. 401(k) Plan Not Offered To Eligible Employee

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