401(k) Plans

19,275 topics in this forum

1. PPA Quarterly Statement Requirement

   By Guest padmin, October 25, 2006
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 25, 2006

2. Hardships / Self-Certification

   By austin3515, March 15, 2017
   • 10 replies
   • 1.7k views
   • 
   • RatherBeGolfing
   • March 16, 2017

3. 402(g) Limits

   By ConnieStorer, December 8, 2021
   • 11 replies
   • 1.7k views
   • 
   • kpension
   • December 10, 2021

4. Safe Harbor - Per Pay Per Document....But

   By Guest saotampa, June 16, 2008
   • 12 replies
   • 1.7k views
   • 
   • Guest
   • June 19, 2008

5. Catch-up contributions; 2 unrelated plans

   By Guest LuannJ, April 20, 2004
   • 2 replies
   • 1.7k views
   • 
   • Appleby
   • April 20, 2004

6. Excluding HCE after becomming a participant

   By 52626, August 21, 2013
   • 13 replies
   • 1.7k views
   • 
   • BG5150
   • August 21, 2013

7. Auto Enrollment

   By Guest padmin, September 8, 2006
   • 5 replies
   • 1.7k views
   • 
   • BG5150
   • September 14, 2006

8. SEP-IRA and non-integrated 401(K) together

   By Guest firstq, January 8, 2003
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 8, 2003

9. Operational Failure - Definition of Compensation

   By Guest tlemaster2, February 24, 2004
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • February 24, 2004

10. Negative/Passive Enrollment in 401(k)

    By Guest Linnea118, September 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 3, 1999

11. Hardship Distribution - repayment of loan

    By Guest Sieve, August 9, 2011
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • August 10, 2011

12. Another severance pay ?

    By jaemmons, January 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • January 19, 2005

13. Nonspousal Beneficiary distribution & QPSA/QJSA

    By Guest jim williams, March 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • March 29, 2001

14. Truth or Nonsense ... an employee's $10,500 elective deferral does not

    By Moe Howard, December 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2000

15. Using other financial resources before taking a hardship withdrawal

    By Guest Bud, July 31, 2002
    • 11 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • July 31, 2002

16. A 401(k) Plan covers only the employees of a subsidiary. The corporat

    By John A, March 19, 2001
    • 8 replies
    • 1.7k views
    • 
    • RCK
    • March 21, 2001

17. One Day Short Plan Year ADP Test - 401(a) 17 Limit

    By Guest wwc870, July 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • jquazza
    • July 14, 2004

18. 401k 403b 457 for a fire district

    By mjf06241972, June 28, 2018   

    • 401k
    • 403b
    • (and 1 more)

      Tagged with:

      • 401k
      • 403b
      • 457
    • 3 replies
    • 1.7k views
    • 
    • Doc Ument
    • July 2, 2018

19. 410(b) coverage during partial termination

    By Pension Panda, December 7, 2007
    • 9 replies
    • 1.7k views
    • 
    • ak2ary
    • December 18, 2007

20. What is the latest date that an existing 401(k) plan has to adopt the

    By Guest Joe Vasko, August 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • actuarysmith
    • August 8, 2000

21. 242(b) RMD

    By MGOAdmin, April 27, 2016   

    • 242
    • RMD
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • April 27, 2016

22. After tax contributions in a top heavy profit sharing plan

    By Guest terid, April 30, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2002

23. Safe Harbor - addition of match mid-year

    By Robin Wilson, October 27, 2021
    • 4 replies
    • 1.7k views
    • 
    • MWeddell
    • January 24, 2022

24. Roth 401k's

    By Guest rmeigs, March 18, 2005
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • March 18, 2005

25. New guidance: hardship and top-heavy

    By MGB, August 31, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 4, 2001

26. Form 5500 Extension Requirement

    By metsfan026, July 29
    • 6 replies
    • 1.7k views
    • 
    • Bug on my window
    • July 29

27. Can you combine Roth 401(k) and Safe Harbor 401(k)?

    By Guest mjn, September 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • g8r
    • September 28, 2005

28. Coverage for controlled group with separeate plans

    By MR, April 30, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2001

29. Single Employer to Multiple Employer - Testing Implications

    By kevind2010, March 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • QNPG
    • March 4, 2011

30. Too late for a short plan year?

    By BG5150, December 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • December 2, 2009

31. SPD distribution methods

    By Brian Gallagher, May 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • k man
    • June 1, 2004

32. Cap on matching contribution

    By Richard Anderson, September 4, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 8, 1999

33. Hardship Distributions

    By Guest JAG, October 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • October 30, 2001

34. Loans and leave of absence

    By pjb1835, October 26, 2017
    • 1 reply
    • 1.7k views
    • 
    • PAiPal
    • October 30, 2017

35. Safe harbor 401(k) plans mid-year amendments

    By Belgarath, September 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • September 24, 2012

36. Meaning of "Discretionary"

    By MSN, October 31, 2007
    • 6 replies
    • 1.7k views
    • 
    • MSN
    • November 1, 2007

37. Aggregating FICA compensation from CG/ASG members for purposes of HPI determination for Roth catch-up

    By Belgarath, October 3
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • October 4

38. Vesting upon small division spin-off

    By Guest sgb, June 21, 2002
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 21, 2002

39. Automatic Enrollments

    By Guest cjweber57, March 31, 2005
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • April 8, 2005

40. Plan Mergers

    By Guest MCarey1, June 4, 2002
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 12, 2002

41. SARSEP is dead , we need to move on!

    By Guest Brad Cozzi, March 1, 2001
    • 6 replies
    • 1.7k views
    • 
    • rcline46
    • March 5, 2001

42. Partner calculation of pension compensation

    By rfahey, June 23, 2010
    • 2 replies
    • 1.7k views
    • 
    • K2retire
    • June 24, 2010

43. ADP refund less than $1.00

    By fiona1, February 8, 2007
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 9, 2007

44. Language for investment option changes

    By Guest Brad Brewer, January 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 13, 1999

45. Urgent 401(a)(17) Question, Attn: Tom Poje

    By Guest bjschiedel, July 8, 2004
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 9, 2004

46. Multiple Employer Plan

    By Guest Mbrockway, March 4, 2004
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2004

47. top heavy contribution in SH plan

    By betheeg, April 6, 2004
    • 6 replies
    • 1.7k views
    • 
    • R. Butler
    • April 8, 2004

48. ADP/ACP Testing - Prior Vs Current

    By Guest Dennis, February 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 1999

49. Missing TPA

    By Guest erisafried, December 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 3, 2002

50. control group/ affiliated service group

    By Guest letmeup, October 4, 2005
    • 2 replies
    • 1.7k views
    • 
    • alanm
    • October 4, 2005