401(k) Plans

19,321 topics in this forum

1. Compensation

   By Guest Napili, January 20, 2003
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • January 21, 2003

2. QSLOB

   By Guest Thornton, July 31, 2007
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • November 14, 2007

3. Safe Harbor notice requirement

   By Guest Ed Walker, November 22, 2002
   • 1 reply
   • 1.6k views
   • 
   • pmacduff
   • November 22, 2002

4. Can terminated 401(k) participants roll over company stock to a new co

   By Guest msearle, November 6, 1999
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • November 12, 1999

5. Stupid Questions - Catch-Ups

   By Guest Chaffee, September 21, 2004
   • 8 replies
   • 1.6k views
   • 
   • QDROphile
   • September 24, 2004

6. Hardship Withdrawals

   By Nassau, April 29, 2011
   • 5 replies
   • 1.6k views
   • 
   • masteff
   • April 29, 2011

7. Top Heavy Testing Questions

   By Guest KD40, September 18, 2002
   • 8 replies
   • 1.6k views
   • 
   • kocak
   • September 19, 2002

8. Land in profit sharing plan sold

   By Pixie, June 13, 2008
   • 1 reply
   • 1.6k views
   • 
   • J Simmons
   • June 13, 2008

9. Determining Income for Partners

   By Dan, March 20, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • April 1, 1999

10. Leaving A Controlled Group

    By MTWeeks, April 4, 2019   

    • controlled group
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 6, 2019

11. 401(k) effective date

    By Guest esi-jht, December 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • December 23, 2002

12. Plan Administrator Communication Responsibilities

    By Guest Marcy L, December 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • December 11, 2001

13. Retroactive 2006 match amendment?

    By Guest FAQ, March 27, 2007
    • 2 replies
    • 1.6k views
    • 
    • namealreadyinuse
    • March 29, 2007

14. Effective Date of Safe Harbor Plan

    By Guest RBlaine, July 9, 2003
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2003

15. Convert Managed PSP to Daily

    By Guest jsample, October 21, 2002
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • October 22, 2002

16. 401k plan year and employer contribution

    By tertue, November 1, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 1, 2010

17. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

    • Catch up contributions
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 24, 2015

18. Plan sponsor is 100% owned by an ESOP - who is a key employee?

    By Tom, March 16, 2023
    • 4 replies
    • 1.6k views
    • 
    • Nate S
    • March 20, 2023

19. Dept of Labor regulations

    By Guest randy, September 14, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 1999

20. 1.410(b)-7(c)(1)

    By lexi, March 27, 2007
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 27, 2007

21. HCE Determination

    By Scott, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • March 13, 2002

22. Eligibility Question

    By Guest andmik, February 9, 2005
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • February 10, 2005

23. Imbecile in Need of Help.

    By Guest mikeh13, February 5, 2001
    • 1 reply
    • 1.6k views
    • 
    • Greg Judd
    • February 5, 2001

24. Not a MEWA simply because we share common BOD members?

    By Guest Diana Prewitt, June 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • June 28, 2000

25. Change in plan year.

    By SMB, December 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • December 21, 2001

26. 401 K options returning to the UK

    By Guest DShergold, March 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2001

27. Mutliple Employer 401(k) Plan Advantages

    By Guest STP20004, March 14, 2007
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2007

28. Can a Trust Sponsor a 401(k) Plan?

    By tbp, July 16, 2015
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 17, 2015

29. Bonus compensation after PYE

    By Guest ABCI, March 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 23, 2006

30. Safe Harbor and Plan Merger

    By PMC, March 27, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • March 27, 2001

31. shifting adp deferrals to dilute my acp

    By Bri, January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2002

32. Bonus Exclusions in 401(k)

    By Guest Chaffee, December 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005

33. 415 limit for a participant in two unrelated plans

    By PensionNewbee, April 23, 2004
    • 5 replies
    • 1.6k views
    • 
    • PensionNewbee
    • April 23, 2004

34. Implementing Salary Deferral Elections

    By Guest TPAStacey, August 1, 2007
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 1, 2007

35. Rehires

    By Guest andmik, September 24, 2008
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • September 25, 2008

36. Changing anniversary date

    By Guest Kelly Igel, January 28, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 28, 2002

37. Self Directed 401K Plans

    By Guest will, June 7, 2013
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • June 21, 2013

38. Good 3% SH nonelec formula with disparity....

    By K-t-F, November 30, 2004
    • 3 replies
    • 1.6k views
    • 
    • K-t-F
    • December 1, 2004

39. Take over plan

    By Guest lindamichals, April 22, 2008
    • 5 replies
    • 1.6k views
    • 
    • Kimberly S
    • April 22, 2008

40. Aggregate Limit using Multiple Use Test

    By Guest Mark Manning, April 11, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 12, 2000

41. Life insurance distribution from a PSP

    By Guest JohnSB, April 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bill Presson
    • April 15, 2006

42. Loan 8 months behind in payments

    By Jim Chad, March 2, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 2, 2007

43. Solo 401k

    By DP, December 16, 2003
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 17, 2003

44. Overstated Loan

    By Guest TPA Guy, December 9, 2005
    • 4 replies
    • 1.6k views
    • 
    • Archimage
    • December 13, 2005

45. Match rate differs for 2 divisions

    By Guest vqualplan, October 19, 2005
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 21, 2005

46. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • April 1, 2005

47. PTE 98-54 & 94-20

    By Guest Fidu2, July 10, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2003

48. Deadline for recharacterizing excess deferrals

    By MWeddell, May 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • May 24, 2010

49. Employee starts January 1; does he complete 6 months of service on Jun

    By Guest mhultz, December 15, 1999
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • December 17, 1999

50. Adoption of safe Harbor 401(k)

    By Guest BHS, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 13, 2001