401(k) Plans

19,321 topics in this forum

1. Inherited 401(K)

   By Guest KevSId, February 4, 2005
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • February 4, 2005

2. 404 vs 415

   By Guest erepper, June 8, 2005
   • 8 replies
   • 1.7k views
   • 
   • Archimage
   • June 8, 2005

3. Money Purchase to 401k

   By Dazednconfused, January 18, 2010
   • 8 replies
   • 1.7k views
   • 
   • D Lewis
   • January 19, 2010

4. Combined Testing for 410(b) and ADP/ACP

   By Guest Chaffee, October 4, 2004
   • 1 reply
   • 1.7k views
   • 
   • jquazza
   • October 5, 2004

5. qualified plan vs IRA bankruptcy

   By Tom, May 20, 2024
   • 9 replies
   • 1.7k views
   • 
   • Luke Bailey
   • May 23, 2024

6. Option to *not* defer on bonus comp?

   By Guest Jay345, November 14, 2012
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • November 14, 2012

7. eligibility for safe harbor 401(K)

   By thepensionmaven, December 13, 1999
   • 1 reply
   • 1.7k views
   • 
   • Ervin Barham
   • December 14, 1999

8. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

   By Guest PenGuy, December 8, 2003
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • December 18, 2003

9. ADP Excess Contribution Recharacterization

   By TheoDawg, April 6, 2018
   • 2 replies
   • 1.7k views
   • 
   • Luke Bailey
   • April 9, 2018

10. Improving Overall Knowledge

    By Guest MikeAIGFA, January 30, 2008
    • 6 replies
    • 1.7k views
    • 
    • jevd
    • January 30, 2008

11. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.7k views
    • 
    • Belgarath
    • January 8, 2015

12. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.7k views
    • 
    • WDIK
    • June 2, 2009

13. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • actuarysmith
    • October 2, 2002

14. Software needed to manage participant loans in 401(k) plans.

    By Guest jrhodes, November 11, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 23, 2000

15. Coronavirus DIstribution Timing

    By Christine Roberts, June 4, 2021
    • 11 replies
    • 1.7k views
    • 
    • MoJo
    • June 8, 2021

16. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2006

17. C Corp to S Corp - Possible impact on Defined Contribution Plan?

    By nsfpsp, March 8, 2023
    • 11 replies
    • 1.7k views
    • 
    • Paul I
    • March 10, 2023

18. ACP - Using Prior Year Testing when Current Year Discretionary Match P

    By Guest cleto, March 22, 2002
    • 5 replies
    • 1.7k views
    • 
    • KJohnson
    • October 10, 2002

19. HCE Determinination

    By Safeharbor29, June 11, 2015   

    • HCE
    • nondiscrimination testing
    • (and 1 more)

      Tagged with:

      • HCE
      • nondiscrimination testing
      • equity firm
    • 3 replies
    • 1.7k views
    • 
    • rcline46
    • June 11, 2015

20. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • June 27, 2008

21. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 19, 2002

22. ACP Test

    By Guest JEP, September 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • September 13, 2001

23. hardship - purchase of a residence

    By Scuba 401, April 19, 2012
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • April 24, 2012

24. Top heavy rules for 2002

    By Guest leigh.lindsey, July 16, 2001
    • 1 reply
    • 1.7k views
    • 
    • John A
    • July 26, 2001

25. Maximum PS Contribution under Two Plans

    By DP, May 23, 2011
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • May 23, 2011

26. ADP Testing for Multiple Employer Plans

    By Guest BrianF, August 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • August 8, 2002

27.  If SH is removed mid-year due to acquisition, do SH provisions apply for that year and you don't need to worry about ADP testing?

    By Chris123, April 27, 2021
    • 8 replies
    • 1.7k views
    • 
    • Chris123
    • April 29, 2021

28. RMDs and contributions

    By billfgrady, August 21, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2008

29. safe harbor formula

    By Guest Tom Freeman, June 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • June 1, 1999

30. Does an annuity contract mean that a disqualified plan's investment income is zero?

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.7k views
    • 
    • panther
    • June 21, 2010

31. Excess matching contributions

    By Guest ERISA_kid, September 30, 2004
    • 1 reply
    • 1.7k views
    • 
    • Brian Gallagher
    • September 30, 2004

32. Role of TPA as party to trust agreement

    By Luke Bailey, March 17, 2021
    • 3 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • March 22, 2021

33. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.7k views
    • 
    • rcline46
    • April 18, 2013

34. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 1999

35. Roth 401(k) protected from creditors?

    By Santo Gold, April 4, 2007
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • April 4, 2007

36. Top Heavy Calc: inactive employee - include?

    By TPApril, June 22, 2022
    • 12 replies
    • 1.7k views
    • 
    • FORMER ESQ.
    • June 27, 2022

37. QDRO Required?

    By Guest jvandyke, October 2, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 2, 2008

38. Safe Harbor Plan With After Tax

    By Guest mkelly, March 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2002

39. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 2002

40. Prevailing Wage

    By Guest Tbrown, January 10, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2007

41. What is proper key employee compensation for a fiscal year plan?

    By Guest 410b, June 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2009

42. Successor Plan for Distribution Limits

    By Guest rcm, January 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 1999

43. Safe Harbor Match

    By Gilmore, December 16, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gilmore
    • December 17, 2002

44. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done?

    By Guest mmc, April 20, 2005
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • April 21, 2005

45. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • March 4, 2003

46. Top heavy contributon for a mid-year plan merger

    By KJohnson, August 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • KJohnson
    • August 24, 2000

47. late returning of excess contribution

    By Guest stillwater, April 5, 2006
    • 3 replies
    • 1.7k views
    • 
    • fiona1
    • April 5, 2006

48. Death Benefit payable to Child

    By austin3515, October 15, 2014
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 16, 2014

49. Eliminating 4972 Excise Tax in 401(k) Plan

    By Guest OHH, October 29, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 29, 2002

50. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

    By Guest PLHart, September 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • MR
    • September 27, 2000