401(k) Plans

19,321 topics in this forum

1. RMD needs election form?

   By SSRRS, September 3, 2021
   • 11 replies
   • 1.7k views
   • 
   • SSRRS
   • September 10, 2021

2. Submit 401(k) Plan for Determination Letter

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

3. EINs and 1099s

   By KJohnson, December 21, 1999
   • 4 replies
   • 1.7k views
   • 
   • KJohnson
   • February 9, 2000

4. Which comes first - 401(k) or 125?

   By Guest MLH, February 12, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 12, 2002

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

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

6. Minimum Required Distributions

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

7. January 1 allocation date

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

8. Match Percentage Based on Length of Service

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

9. 401(k) Safe Harbor

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

10. Safe harbor matching plan with discretionary contributions

    By Belgarath, September 29, 2016
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 6, 2016

11. Hardship withdrawals - administrator resposibilities?

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

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

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

13. 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

14. PPA Notices

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

15. Year-End Deadlines for 2016

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

16. Safe Harbor for Short Year Plans

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

17. Plan Termination Due to Merger of 2 Companies into Another New Company

    By Anagoge, December 16, 2014
    • 6 replies
    • 1.7k views
    • 
    • Anagoge
    • December 17, 2014

18. 414(S) Compensation Testing

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

19. 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

20. Are catch-up contributions limited to K plans?

    By Jed Macy, August 7, 2001
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • August 7, 2001

21. RMD from 401(k) for Beneficiaries

    By Tom, January 2, 2025
    • 4 replies
    • 1.7k views
    • 
    • Bruce1
    • January 7, 2025

22. Missing Participant?

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

23. Frontloading 401(k) Deferrals

    By BTH, December 31, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2010

24. 12/30 Plan year-end to 12/31 Plan year-end?

    By Guest gkaley, May 4, 2001
    • 4 replies
    • 1.7k views
    • 
    • Wessex
    • May 7, 2001

25. Purchase of Principal Residence Hardship

    By TPA Bob, February 13, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • February 2, 2015

26. Auto Enroll Auto Escalation

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

27. 401k SH plan with fixed match and LD Rule

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

28. Excess Deferral and Allocable Loss

    By CO Bank, February 2, 2016   

    • 401
    • 457b
    • (and 1 more)

      Tagged with:

      • 401
      • 457b
      • Excess Deferral
    • 5 replies
    • 1.7k views
    • 
    • CO Bank
    • February 2, 2016

29. 1099 R coding

    By Guest ehayes, April 23, 2002
    • 1 reply
    • 1.7k views
    • 
    • Fredman
    • April 23, 2002

30. Top Heavy Minimum

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

31. Transferring my self employed 401k account to my Sep-IRA?

    By Guest skipos, February 10, 2011
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • February 14, 2011

32. 401(k) Notices

    By Guest Kabuki, August 7, 2002
    • 10 replies
    • 1.7k views
    • 
    • E as in ERISA
    • August 8, 2002

33. QDRO Pending Plan terminating

    By Guest padmin, June 18, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2007

34. Harship Withdrawal

    By Guest awallace, May 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2000

35. In-Service Distribution

    By FishOn, December 12, 2022
    • 8 replies
    • 1.7k views
    • 
    • Bill Presson
    • December 13, 2022

36. Top 20% election

    By nancy, June 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • June 14, 1999

37. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 2, 2020

38. family attribution

    By Guest kan, November 13, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 13, 2001

39. RE Purchase

    By K-t-F, October 11, 2006
    • 6 replies
    • 1.7k views
    • 
    • K-t-F
    • October 13, 2006

40. controlled group contributions?

    By Guest Moira, November 9, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 10, 2006

41. Eligibility

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

42. Top Paid Group determination for HCEs

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

43. Modifying Prototype Adoption Agreements ... Can you?

    By Guest billy bong, November 5, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 6, 1999

44. Excess Deferral and 415 Limit

    By Vlad401k, March 5, 2018
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • January 29, 2019

45. Fidelity Bond (ERISA 412)

    By lkpittman, May 30, 2002
    • 0 replies
    • 1.7k views
    • 
    • lkpittman
    • May 30, 2002

46. 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

47. Does a terminated employee get the right to renegotiate a loan if the

    By Bri, May 24, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • May 24, 2001

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

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

49. excluding union employees from safe harbor match

    By Guest medinael, November 9, 2007
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • November 11, 2007

50. Earnings on ADP refund

    By BG5150, March 5, 2009
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 6, 2009