401(k) Plans

19,321 topics in this forum

1. Hardship Distribution - repayment of loan

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

2. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

   By 401 Chaos, July 31, 2015
   • 5 replies
   • 1.7k views
   • 
   • KMMB
   • January 13

3. Nonspousal Beneficiary distribution & QPSA/QJSA

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

4. 401(k)Immediate Eligibiltiy & Enrollment?

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

5. correcting error in plan doc when switching TPA

   By parks777, January 9, 2017
   • 11 replies
   • 1.7k views
   • 
   • BG5150
   • January 10, 2017

6. New guidance: hardship and top-heavy

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

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

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

8. VCP Submission Timing

   By Stash026, July 9, 2019
   • 6 replies
   • 1.7k views
   • 
   • Centerstage
   • July 17, 2019

9. Auto Enrollment

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

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

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

11. Missing TPA

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

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

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

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

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

14. Operational Failure - Definition of Compensation

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

15. Excluding HCE after becomming a participant

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

16. Schedule P - and the point is?

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

17. 401-K LOANS

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

18. Is spousal consent needed?

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

19. 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

20. MPP Merger and Final 5500

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

21. 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

22. Age 18 Vesting Exception

    By Vlad401k, September 9, 2015
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • September 9, 2015

23. 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

24. Small Business 401k

    By jsmith1985, September 1, 2017
    • 18 replies
    • 1.7k views
    • 
    • TPAJake
    • September 6, 2017

25. SPD distribution methods

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

26. 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

27. Enhanced Safe Harbor MAtch

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

28. Multiple Employer Plan

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

29. Qnec's and prior year testing

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

30. Salary deferral limit

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

31. Recordkeeper for Balance Forward 401(k) Plan

    By Christopher Wilson, May 21, 2020
    • 9 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 23, 2020

32. STATUTORY EXCLUSIONS

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

33. Partner calculation of pension compensation

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

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

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

35. 401(k) converting to a 403(b)

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

36. ADP/ACP Testing - Prior Vs Current

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

37. Vesting upon small division spin-off

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

38. Automatic Enrollments

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

39. control group/ affiliated service group

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

40. W-2 Comp & Health Insurance Wage Expense

    By TPApril, February 23, 2025
    • 7 replies
    • 1.7k views
    • 
    • Ilene Ferenczy
    • February 25, 2025

41. Pooled Account w Ppt discretion

    By Guest GinaD, March 28, 2013   

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

42. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 1.7k views
    • 
    • Mr Bagwell
    • June 22, 2023

43. LATE CONTRIBUTION, 5330, VFCP

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

44. 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

45. Fidelity Bonds

    By Guest MatthewW, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 15, 2002

46. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 3, 1998

47. Missed Roth Contributions

    By MjInvestments, December 11, 2017   

    • roth
    • 401(k)
    • (and 2 more)

      Tagged with:

      • roth
      • 401(k)
      • missed contributions
      • missed deferrals
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • December 12, 2017

48. Beneficiary Designation

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

49. Unfunded 3% Safe Harbor

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

50. Hardship Withdrawal

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