401(k) Plans

19,321 topics in this forum

1. canadian rollover

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

2. Control Groups and Compliance Testing

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

3. Meaning of "Discretionary"

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

4. ACP test questions

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

5. Notice 2020-52

   By thepensionmaven, July 9, 2020
   • 9 replies
   • 1.7k views
   • 
   • Zoey
   • July 13, 2020

6. 3-year cliff vesting still allowed

   By TPApril, October 7, 2021
   • 6 replies
   • 1.7k views
   • 
   • Luke Bailey
   • October 8, 2021

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

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

8. In-service withdrawal with a loan

   By Guest VPA, March 21, 2000
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • March 24, 2000

9. 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

10. MIA participants

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

11. Benefit elecitons for "two-stage" distributions

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

12. Employee Education

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

13. BONUS CHECK: DEFERRALS NOT TAKEN OUT

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

14. RMD and Rehire

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

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

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

16. Hardship distribution

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

17. Are salary deferrals deposited late?

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

18. Retroactive Wage Adjustment

    By Guest TuckerB, December 29, 2009
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • December 30, 2009

19. 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

20. ADP/ACP refund check was lost

    By Guest ppapdx, March 20, 2013
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • March 21, 2013

21. Safe Harbor 401(k)

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

22. Design-based Safe Harbor Allocations

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

23. Employer Profit Sharing Contribution before 1 YOS eligibility

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

24. Spinoff from MEP

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

25. Non-Safe Harbor Matching Question

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

26. Safe Harbor Match

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

27. Section 415 Limits and refunds on earnings

    By Dominic, March 3, 2025
    • 8 replies
    • 1.7k views
    • 
    • Dominic
    • March 13, 2025

28. ERisa Bond Requirement - ER STock

    By PFranckowiak, August 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Nate X
    • August 27, 2010

29. Catch up on match?

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

30. 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

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

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

32. Last Day Rule when adopting PS plan late (SECURE Act)

    By Jess C, May 5, 2020
    • 8 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 6, 2020

33. Change requirement of eligibility

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

34. 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

35. Late 401(k) Deposits

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

36. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

37. Amendment due date

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

38. 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

39. Suspending SH Match Mid-Year

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

40. Pay plan expenses from forfeitures

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

41. Safe Harbor

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

42. 2 companies/2 plans?

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

43. Top Heavy Key Employee Partnership K1 Wages

    By jmartin, April 10, 2012
    • 3 replies
    • 1.7k views
    • 
    • MoShawn
    • April 10, 2012

44. Safe Harbor Plan

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

45. Final 401k amendment due date

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

46. Highly Compensated Employee - Tax related.

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

47. Do the rules of converting a regular 401(k) to a safe harbor 401(k) re

    By Archimage, February 7, 2003
    • 6 replies
    • 1.7k views
    • 
    • Archimage
    • February 10, 2003

48. Doc investing in real estate; appraisal/5500 question

    By jmartin, May 28, 2015
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 1, 2015

49. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, November 3, 1998
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • November 5, 1998

50. Part-time/temporary exclusion

    By PMC, December 4, 2009
    • 1 reply
    • 1.7k views
    • 
    • Laura Harrington
    • December 4, 2009