401(k) Plans

19,275 topics in this forum

1. U.S. Citizen with Foreign Source Income Wants to Participate in 401(k)

   By Guest 91smithie, December 28, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 28, 2001

2. closing investment options

   By Guest Keith N, March 6, 2002
   • 5 replies
   • 1.6k views
   • 
   • actuarysmith
   • September 12, 2002

3. After tax dollars in a 401k plan.

   By Guest Denise Murphy, September 2, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 1999

4. State Withholding of 401(k) Deferrals

   By 401_4_ever, January 4, 2007
   • 1 reply
   • 1.6k views
   • 
   • JanetM
   • January 4, 2007

5. Safe Harbor-Past Top Heavy

   By BTH, December 7, 2001
   • 4 replies
   • 1.6k views
   • 
   • KJohnson
   • September 11, 2002

6. When the Market Opens....

   By Guest gsl, September 14, 2001
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • September 17, 2001

7. Employer Employs No NHCEs

   By lkpittman, June 26, 2001
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • June 26, 2001

8. Inalienability of Benefits

   By Guest Kriso, April 30, 2003
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • May 1, 2003

9. ETF's

   By Guest JCarroll, March 28, 2008
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • March 28, 2008

10. 404 Comp under EGTRRA

    By KJohnson, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • November 7, 2001

11. College Tuition & Hardship

    By Guest SWH, January 20, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2010

12. booster contributions?

    By Guest le190, July 13, 1999
    • 5 replies
    • 1.6k views
    • 
    • LCARUSI
    • July 14, 1999

13. 401(k) Plans and Reemployed Participants

    By Guest Edward McElroy, November 23, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1999

14. Using match forfeitures for QNC

    By Guest Ella, July 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2001

15. Leased employees - recognizing service

    By Guest Kelly Igel, May 15, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

16. Payroll Company Error May Cost Big $$$ - Any Alternatives?

    By Guest orangehorse, July 16, 2012
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

17. 401k loan - deemed distribution

    By 52626, April 27, 2016
    • 3 replies
    • 1.6k views
    • 
    • hr for me
    • April 27, 2016

18. 401(k) election modification

    By Guest jim williams, April 10, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 10, 2002

19. Top Heavy DC Minimum For Partial Year Participation

    By Guest pjharvey, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • March 9, 2001

20. hardship availability; do diversification and other inservice withdrawals affect hardship availability?

    By Guest pamplatt, November 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • November 3, 2005

21. QNEC and Minimim Gateway

    By Logan401, December 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 20, 2010

22. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • January 8, 2015

23. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

24. Plan Merger Vesting Schedule

    By Guest IRISH79, June 5, 2007
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 6, 2007

25. Transferring Balances of Missing MPP Participants into 401(k) Plan

    By holdco, April 11, 2012
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • April 13, 2012

26. OK for a 401(k) plan to have 33% of assets in Employer Stock?

    By Richard Anderson, April 10, 2001
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • April 11, 2001

27. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.6k views
    • 
    • PMC
    • May 13, 2009

28. 25% Deduction and off-calendar plan year

    By kocak, November 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • kocak
    • November 13, 2002

29. One-person "Solo-K" Plan - part time employee

    By Tinman, December 16, 2016
    • 9 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 16, 2016

30. true-up for match that changed mid-year

    By Guest cxs, January 13, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2005

31. Match Correction

    By Guest Mike Schwing, December 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 24, 2002

32. RMD - Please confirm that my thinking is right

    By Guest MikeD, November 7, 2013
    • 3 replies
    • 1.6k views
    • 
    • justanotheradmin
    • November 8, 2013

33. HCE lookback in cases of acquisition and merger

    By Guest LMalone, March 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • March 4, 2003

34. Timing of profit sharing contributions in solo 401(k)

    By Guest helpmyretirement, April 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • April 24, 2007

35. Discretionary profit sharing contrib to 401(k) Plan

    By Guest PLHart, February 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

36. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • D Lewis
    • April 2, 2012

37. Affiliated Service Group?

    By MoShawn, December 21, 2010
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 29, 2010

38. Prior Year Method and adding a new Match Contribution

    By Guest andmik, January 28, 2004
    • 5 replies
    • 1.6k views
    • 
    • g8r
    • January 29, 2004

39. Exceeding Plan Deferral Limit

    By Guest philc, January 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2004

40. Earned Income Calculation

    By Guest notapensiongeek, May 6, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2009

41. timing of election for partnership deferrals

    By Guest anitatpa, February 22, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2010

42. Coronavirus DIstribution Timing

    By Christine Roberts, June 4, 2021
    • 11 replies
    • 1.6k views
    • 
    • MoJo
    • June 8, 2021

43. Hardship Withdrawals and documentation

    By Guest jmetro, November 22, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

44. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • March 5, 2004

45. 5500 Form / Contributions rec'd after PYE

    By Jean, March 2, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

46. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber, April 9, 2021
    • 2 replies
    • 1.6k views
    • 
    • CarolC
    • April 9, 2021

47. elimination of disability distribution = cutback?

    By Guest Eris@rab, October 3, 2008
    • 1 reply
    • 1.6k views
    • 
    • ERISAnut
    • October 3, 2008

48. QDRO alterative payee-Cancel payment.

    By Panda, November 7, 2023
    • 4 replies
    • 1.6k views
    • 
    • AKowalski
    • November 9, 2023

49. QNEC from ESOP??

    By Guest erisa15, March 7, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 10, 2003

50. Automatic Enrollment Question

    By Guest Phil L., September 12, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • September 12, 2000