401(k) Plans

19,275 topics in this forum

1. Charging Administrative Fees to Terminated Vested Participants

   By Randy Watson, July 26, 2005
   • 15 replies
   • 7.3k views
   • 
   • Beltane
   • October 26, 2007

2. Coverage of Employees with No Income

   By Below Ground, September 30, 2022
   • 15 replies
   • 1.7k views
   • 
   • Below Ground
   • October 6, 2022

3. The Soldiers' and Sailors' Civil Relief Act – applying a rate higher

   By Guest Do, January 16, 2003
   • 15 replies
   • 2.2k views
   • 
   • Guest
   • January 20, 2003

4. Lifetime Income Statements

   By Anon401kTPA, July 26, 2022
   • 15 replies
   • 1.2k views
   • 
   • Bird
   • July 28, 2022

5. Roth Catch Ups - Secure 2.0 - Survey

   By Pension Nerd, April 11, 2023
   • 15 replies
   • 1.3k views
   • 
   • Peter Gulia
   • August 8, 2023

6. Failed ADP

   By Guest BarbaraG, February 18, 2011
   • 15 replies
   • 6.1k views
   • 
   • Lou S.
   • March 3, 2011

7. Employer failed to withhold 401k pre and after tax contribution

   By vickystamford, September 20, 2017
   • 15 replies
   • 14.7k views
   • 
   • K2retire
   • September 27, 2017

8. Need a refresher on eligibility requirements

   By Dennis Povloski, November 11, 2009
   • 15 replies
   • 3.3k views
   • 
   • Guest
   • November 12, 2009

9. Irrevocable Election Out of a Plan

   By austin3515, September 28, 2013
   • 15 replies
   • 6.2k views
   • 
   • austin3515
   • October 2, 2013

10. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.4k views
    • 
    • Maureen Lilly
    • March 19, 2020

11. Salary Deferrals post hardship Distribution

    By Dougsbpc, February 22, 2012
    • 15 replies
    • 2.8k views
    • 
    • Dougsbpc
    • February 23, 2012

12. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 5.7k views
    • 
    • Guest
    • July 8, 2008

13. Temp to Hire / Service with Temp Agency - Relius Corbel Doc

    By austin3515, January 6, 2022
    • 15 replies
    • 1.1k views
    • 
    • austin3515
    • January 10, 2022

14. Mandatory ER Contributions

    By Guest hpaine, November 20, 2002
    • 15 replies
    • 3.6k views
    • 
    • JanetM
    • December 4, 2002

15. HCE made deferrals, had NO Compensation

    By Alex Daisy, December 30, 2008
    • 15 replies
    • 3.3k views
    • 
    • K2retire
    • January 6, 2009

16. the dreaded tiny one-day delinquent contribution

    By TPApril, July 15, 2021
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • July 23, 2021

17. Can RMD from IRA be avoided by rolling into 401(k)?

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.3k views
    • 
    • Kevin C
    • January 18, 2016

18. Last Day Rule for Match

    By card, September 25, 2017
    • 15 replies
    • 8.3k views
    • 
    • K2retire
    • September 27, 2017

19. 401 K deemed loan

    By teckert, February 23, 2018
    • 15 replies
    • 4k views
    • 
    • Bird
    • March 1, 2018

20. Pre-Tax or Roth Deferrals but not both

    By pensionam, November 8, 2018
    • 15 replies
    • 1.8k views
    • 
    • thepensionmaven
    • November 13, 2018

21. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.6k views
    • 
    • RatherBeGolfing
    • April 27, 2020

22. Plan Loans Maximum Allowed

    By jquazza, January 21, 2005
    • 15 replies
    • 2.8k views
    • 
    • jquazza
    • January 21, 2005

23. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.2k views
    • 
    • mbozek
    • July 10, 2002

24. Negative 401(k) Elections - California

    By lkpittman, March 25, 2003
    • 15 replies
    • 3.8k views
    • 
    • E as in ERISA
    • July 12, 2006

25. Forfeitures cannot be used for QNEC's, what about safe harbor contributions?

    By Sully, August 27, 2010
    • 15 replies
    • 9.8k views
    • 
    • Tom Poje
    • October 15, 2010

26. Saver's Credit/Sample Employee Notice - what does the first example me

    By Guest gaham, January 8, 2002
    • 15 replies
    • 3.9k views
    • 
    • Guest
    • January 8, 2003

27. Letting some NHCEs in early by name

    By Tonya, June 30
    • 15 replies
    • 1.5k views
    • 
    • austin3515
    • July 22

28. SHNEC plus Enhanced Match

    By Guest KevinP, November 21, 2002
    • 15 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 21, 2002

29. Incorrect vesting on a death benefit

    By Riley Britton, June 14, 2020
    • 15 replies
    • 2.3k views
    • 
    • Kevin C
    • June 18, 2020

30. 401(a)(17) and calculation of match

    By Guest APierce, July 24, 2003
    • 15 replies
    • 9.2k views
    • 
    • R. Butler
    • July 30, 2003

31. Inaccurate notice of benefit from SSA

    By Guest johnpetrancosta, May 10, 2012
    • 15 replies
    • 5k views
    • 
    • mbozek
    • May 11, 2012

32. HOW TO CORRECT EMPLOYEE DEFERRALS IN EXCESS OF PLAN LIMIT

    By Guest ROB VIDOVICH, January 8, 2004
    • 15 replies
    • 3.1k views
    • 
    • Guest
    • January 10, 2004

33. SafeHarbor 401(k) feature

    By MarZDoates, November 5, 2002
    • 15 replies
    • 2.9k views
    • 
    • 2muchstress
    • November 7, 2002

34. 402g limit and unrelated plans

    By Mr Bagwell, September 26, 2017   

    • 402g limit
    • unrelated plans
    • 15 replies
    • 3.6k views
    • 
    • Luke Bailey
    • September 29, 2017

35. Insurance Premiums Paid Outside of Plan

    By metsfan026, August 10, 2022
    • 15 replies
    • 1.2k views
    • 
    • Bird
    • September 12, 2022

36. Late Deposits

    By Randy Watson, May 23, 2006
    • 15 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • June 14, 2006

37. Plan Adoption & Secure Act

    By Stash026, January 29, 2020
    • 15 replies
    • 1.9k views
    • 
    • Bird
    • February 5, 2020

38. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2k views
    • 
    • Peter Gulia
    • October 12, 2020

39. Loan Re-Payments Made By Company Not Participant

    By sdix401k, September 21, 2016
    • 15 replies
    • 3.7k views
    • 
    • MoJo
    • September 22, 2016

40. James LaRue 401(k) Law Suit

    By Andy the Actuary, November 26, 2007
    • 15 replies
    • 3k views
    • 
    • Guest
    • December 1, 2007

41. Safe Harbor to prior year term?

    By jmartin, March 1, 2018
    • 15 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 9, 2018

42. triple safe harbor match

    By eilano, June 29, 2006
    • 15 replies
    • 5k views
    • 
    • ak2ary
    • October 26, 2006

43. Equipment Lease

    By Guest Sayles, January 19, 2010
    • 15 replies
    • 2.1k views
    • 
    • austin3515
    • January 20, 2010

44. Revenue Sharing

    By Guest texasactuary, August 20, 2004
    • 15 replies
    • 4.7k views
    • 
    • alanm
    • September 7, 2004

45. Schedule K-1 for 401(k) Plan Participant

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 11.6k views
    • 
    • Peter Gulia
    • April 16, 2015

46. Increasing Loan Interest Rate

    By austin3515, March 6, 2015
    • 15 replies
    • 2.7k views
    • 
    • GMK
    • March 9, 2015

47. Quitting to roll over a 401k

    By Guest mlmarvin, December 9, 2005
    • 15 replies
    • 3.8k views
    • 
    • dmwe
    • December 15, 2005

48. employer coding 401(k) deferrals as after tax on W-2 for one HCE...wha

    By Guest DeePA, February 20, 2003
    • 15 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 21, 2003

49. Hardship Withdraw

    By Guest agsmith, November 25, 2002
    • 15 replies
    • 2.4k views
    • 
    • austin3515
    • November 25, 2002

50. Termination vs. merger

    By chris, October 26, 2006
    • 15 replies
    • 5.4k views
    • 
    • Guest
    • October 27, 2006