401(k) Plans

19,275 topics in this forum

1. QACA Compensation testing

   By Guest Pension Girl, January 12, 2010
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • January 13, 2010

2. Spinoff from MEP

   By 30Rock, July 27, 2010
   • 0 replies
   • 1.7k views
   • 
   • 30Rock
   • July 27, 2010

3. Can a 12 years old employee be a participant & make deferrals?

   By Guest Tammy2006, January 31, 2006
   • 2 replies
   • 1.7k views
   • 
   • GBurns
   • February 1, 2006

4. Hardship Distributions

   By Belgarath, June 29, 2023
   • 8 replies
   • 1.7k views
   • 
   • Peter Gulia
   • July 5, 2023

5. Control Groups and Compliance Testing

   By Guest abajeb, September 22, 2005
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • September 22, 2005

6. Rollover Roth 401k to Roth IRA before 5 yrs?

   By Guest cj0nz, February 14, 2008
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • February 14, 2008

7. SCP no existing NHCEs

   By Draper55, March 27, 2019
   • 10 replies
   • 1.7k views
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   • Kevin C
   • March 28, 2019

8. Using a "uniform" earnings calculation for excess contributi

   By Guest Maureen, December 13, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • December 13, 1999

9. Any limit imposed by the regs or code on the amount of a hardhsip dist

   By k man, August 29, 2000
   • 5 replies
   • 1.7k views
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   • Richard Anderson
   • August 30, 2000

10. STATUTORY EXCLUSIONS

    By Guest CAM223, March 16, 2005
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 16, 2005

11. Trust Identification Number

    By jala, December 8, 2008
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • December 9, 2008

12. Employer Match Timing

    By Guest koo, September 24, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 28, 2009

13. Is spousal consent needed?

    By Guest JBeck, June 9, 2005
    • 1 reply
    • 1.7k views
    • 
    • rlb64
    • June 13, 2005

14. Change of force out back to $5,000

    By Jim Chad, May 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • May 8, 2008

15. Enhanced Safe Harbor MAtch

    By 52626, November 18, 2014
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • November 18, 2014

16. ACP test questions

    By Guest saddiew, August 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • K2retire
    • August 8, 2009

17. "otherwise excludable" ADP testing and cross-testing

    By Craig Garner, May 20, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 21, 2010

18. canadian rollover

    By MR, December 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 17, 2001

19. BONUS CHECK: DEFERRALS NOT TAKEN OUT

    By Lori H, March 29, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 2006

20. How Is Service For A Leased Employee Counted When The Organization Lea

    By Guest GAPPension1, November 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • Erik Read
    • November 12, 2001

21. Beneficiary Designation

    By Guest Badger, April 12, 2006
    • 3 replies
    • 1.7k views
    • 
    • Everett Moreland
    • April 13, 2006

22. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • May 27, 2008

23. 401(k)Immediate Eligibiltiy & Enrollment?

    By Guest wgray, October 16, 2000
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • October 16, 2000

24. Employee Education

    By Guest LexPlannner, December 14, 1998
    • 6 replies
    • 1.7k views
    • 
    • Jon Chambers
    • December 31, 1998

25. LATE CONTRIBUTION, 5330, VFCP

    By Guest cxs, April 25, 2006
    • 1 reply
    • 1.7k views
    • 
    • bzorc
    • April 25, 2006

26. Benefits, Rights, and Features Question

    By Guest DCquestioner, June 12, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 16, 2009

27. Safe Harbor 401(k)

    By jpod, October 28, 2013
    • 9 replies
    • 1.7k views
    • 
    • K2retire
    • October 28, 2013

28. Salary deferral limit

    By jane123, September 12, 2003
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • September 15, 2003

29. Unsigned Plan Document

    By Guest SAS3, February 11, 2014   

    • takeover
    • unsigned
    • (and 1 more)

      Tagged with:

      • takeover
      • unsigned
      • merger
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 11, 2014

30. Late 401(k) Deposits

    By Jilliandiz, August 22, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2005

31. Blackout Notice - pooled account

    By 401(k)athryn, June 20, 2023
    • 6 replies
    • 1.7k views
    • 
    • 401(k)athryn
    • June 20, 2023

32. Catch up on match?

    By Guest Key Lime Pie, March 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2011

33. Pay plan expenses from forfeitures

    By jkharvey, July 25, 2000
    • 0 replies
    • 1.7k views
    • 
    • jkharvey
    • July 25, 2000

34. 401(k) converting to a 403(b)

    By Guest Eagle54, September 27, 2012
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 28, 2012

35. Hardship distributions - land purchase for pre-existing trailer

    By Guest tonjer, October 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • October 21, 2002

36. 401k Plan information

    By Guest randycsa, November 27, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 2002

37. ex-pat after tax contribution

    By Guest padmin, September 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • September 10, 2005

38. Safe Harbor for Short Year Plans

    By Guest bobbysmith, September 22, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 22, 2000

39. Employer Profit Sharing Contribution before 1 YOS eligibility

    By jpmurphjp, February 13, 2015
    • 5 replies
    • 1.7k views
    • 
    • jpmurphjp
    • February 13, 2015

40. Catch-up Eligible

    By Sarah73, October 25, 2022
    • 17 replies
    • 1.7k views
    • 
    • Bri
    • October 27, 2022

41. RMD and Rehire

    By Guest Serena, July 8, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 8, 2010

42. Non-Safe Harbor Matching Question

    By Stash026, May 11, 2015
    • 2 replies
    • 1.7k views
    • 
    • Stash026
    • May 11, 2015

43. Safe Harbor Plan

    By Guest Pension Girl, August 4, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 2009

44. Change requirement of eligibility

    By Guest LTurner, June 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 18, 2001

45. Client wants 3% safe harbor minimum provided under a money purchase pl

    By jkharvey, November 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • jkharvey
    • December 3, 1999

46. Are salary deferrals deposited late?

    By Guest rhp, May 24, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 28, 2001

47. Deferral only plan - coverage problem, or not?

    By John Feldt ERPA CPC QPA, July 1, 2014   

    • deferral only
    • average benefits
    • 3 replies
    • 1.7k views
    • 
    • BettyBoop83
    • February 5, 2015

48. Software Company seeks Beta Testers!

    By Guest SJPrince, November 2, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 1998

49. MIA participants

    By Guest hyper, January 24, 2006
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 23, 2009

50. employer specified statute of limitations

    By Guest FDM, July 16, 2008
    • 3 replies
    • 1.7k views
    • 
    • Everett Moreland
    • July 17, 2008