401(k) Plans

19,275 topics in this forum

1. Safe Harbor Match

   By Guest M. Martin, November 7, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 7, 2006

2. Employee works for 2 members of controlled group, defers through one employer.Full comp. or not.

   By Lori H, February 24, 2005
   • 5 replies
   • 1.7k views
   • 
   • Tom Poje
   • February 28, 2005

3. Hardship Withdrawal

   By Guest scparlee, October 22, 2004
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • October 22, 2004

4. Prior Year Term and Profit Sharing Contribution

   By 401kQ's, August 1, 2018
   • 8 replies
   • 1.7k views
   • 
   • 401kQ's
   • August 2, 2018

5. 401k SH plan with fixed match and LD Rule

   By Guest mainer, August 2, 2006
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • August 2, 2006

6. 401-K LOANS

   By Guest CRAFTY, January 22, 2000
   • 4 replies
   • 1.7k views
   • 
   • Jon Chambers
   • February 11, 2000

7. Minimum Required Distributions

   By ERISA25, November 17, 2009
   • 3 replies
   • 1.7k views
   • 
   • Kevin C
   • November 17, 2009

8. Match Percentage Based on Length of Service

   By Guest lforesz, February 13, 2002
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • February 14, 2002

9. Suspending SH Match Mid-Year

   By Guest LmD, January 20, 2010
   • 5 replies
   • 1.7k views
   • 
   • rcline46
   • January 21, 2010

10. Can I rollover my 401 K to a self directed IRA as a result of my posit

    By Guest oppenhg, March 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • March 15, 2001

11. Final 401k amendment due date

    By rlb64, March 13, 2007
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • March 13, 2007

12. Deduction for Employer Match when fiscal year does not match plan year

    By MarZDoates, December 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • December 19, 2002

13. Design-based Safe Harbor Allocations

    By Fred Payne, March 19, 2003
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • March 19, 2003

14. Pooled Account w Ppt discretion

    By Guest GinaD, March 28, 2013   

    • pooled account
    • gains
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 2013

15. Investing in Plan Sponsor's Funds - Prohibited Transaction?

    By Guest Richard Scheer, February 6, 2002
    • 1 reply
    • 1.7k views
    • 
    • Jon Chambers
    • February 6, 2002

16. Max Loan Amount

    By Guest good2brich, March 26, 2004
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 26, 2004

17. Amendment due date

    By rlb64, February 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • rlb64
    • February 11, 2005

18. Plan Audits (for large plans- 5500 Sch. H)

    By Guest rachd, October 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 18, 2002

19. 2 companies/2 plans?

    By Guest Michael Anderson, July 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • July 28, 2003

20. Mid-year termination of 401(k) Plan

    By Guest PAM, February 23, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 26, 1999

21. New Safe Harbor Rule

    By Alan Simpson, October 13, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

22. Year-End Deadlines for 2016

    By 52626, September 15, 2015
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • September 16, 2015

23. Loan Default???

    By Guest CHRISTA, December 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • December 6, 2001

24. SH Plan Design using both Non-Elective & Match

    By RAPD, May 5, 2016   

    • 401k
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • Safe Harbor
      • Plan Design
    • 11 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 6, 2016

25. Auto Enroll Auto Escalation

    By austin3515, September 15, 2014
    • 6 replies
    • 1.7k views
    • 
    • austin3515
    • September 16, 2014

26. Submit 401(k) Plan for Determination Letter

    By chris, October 6, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • October 7, 1999

27. Schedule P - and the point is?

    By Brenda Wren, October 13, 2005
    • 8 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 14, 2005

28. Top Paid Group determination for HCEs

    By Guest Janet Lacy, February 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • February 23, 2001

29. Can a bankruptcy court force a plan to allow for participant loans?

    By Guest MES, March 13, 2001
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • March 14, 2001

30. Brother Sister Controlled Group

    By Guest MEGK, September 23, 2011
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 23, 2011

31. Missing Participant?

    By Jilliandiz, October 18, 2005
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • October 19, 2005

32. 401(k) Safe Harbor

    By Guest Mahl, November 29, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 29, 2001

33. Safe Harbor

    By pmacduff, September 5, 2003
    • 5 replies
    • 1.7k views
    • 
    • pmacduff
    • September 5, 2003

34. Late 401(k) Contributions and the applicable rate of interest

    By Guest MEGary, September 5, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 5, 2001

35. 414(S) Compensation Testing

    By Guest AndreaRyan, December 3, 2012
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • December 3, 2012

36. Failed coverage testing in super top heavy plan

    By Guest amybu99, September 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2002

37. Benefit elecitons for "two-stage" distributions

    By KJohnson, October 5, 1999
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • October 6, 1999

38. Hardship distribution

    By Guest cosmo01, September 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2003

39. Highly Compensated Employee - Tax related.

    By Guest Rampi, March 19, 2001
    • 4 replies
    • 1.7k views
    • 
    • Richard Anderson
    • March 20, 2001

40. MPP Merger and Final 5500

    By Guest goaliemom, January 15, 2004
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • January 15, 2004

41. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • March 2, 2010

42. Eligibility

    By cdavis25, February 21, 2013
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • February 21, 2013

43. January 1 allocation date

    By 30Rock, October 28, 2011
    • 9 replies
    • 1.7k views
    • 
    • 30Rock
    • November 1, 2011

44. Hardship withdrawals - administrator resposibilities?

    By Guest LisaPA, July 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2001

45. Qnec's and prior year testing

    By Guest CGBS, June 18, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 19, 2001

46. Discovered Mistake After Rollover

    By sam248, December 27, 2020
    • 9 replies
    • 1.7k views
    • 
    • Lou S.
    • January 27, 2021

47. Termination of 401(k) plan and implementation of new plan

    By nancy, February 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • nancy
    • February 11, 2001

48. PPA Notices

    By Guest DWH, April 14, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 14, 2008

49. Top Heavy Minimum

    By Guest chris4013, August 6, 2004
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 9, 2004

50. Distribution due to termination

    By Guest Rick R, December 15, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 1999