401(k) Plans

19,337 topics in this forum

1. Plan Termination

   By Jilliandiz, June 9, 2005
   • 1 reply
   • 1.6k views
   • 
   • wmyer
   • June 10, 2005

2. Changing anniversary date

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

3. Deferred Compensation

   By austin3515, February 11, 2016
   • 16 replies
   • 1.6k views
   • 
   • jpod
   • February 12, 2016

4. Statistics on Failure of ACP/ADP?

   By Guest susan w, August 16, 1999
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 1999

5. Adoption of safe Harbor 401(k)

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

6. 3(16) Signing Plan Documents

   By austin3515, November 18, 2019
   • 9 replies
   • 1.6k views
   • 
   • Luke Bailey
   • November 20, 2019

7. Company Stock Purchase (and 401k plan)

   By Guest PAINPA, May 4, 2005
   • 5 replies
   • 1.6k views
   • 
   • mbozek
   • May 9, 2005

8. Veba

   By fidu, June 13, 2002
   • 4 replies
   • 1.6k views
   • 
   • fidu
   • June 13, 2002

9. Can an employer pre-fund employer contributions

   By spiritrider, November 3, 2017
   • 7 replies
   • 1.6k views
   • 
   • spiritrider
   • November 10, 2017

10. Does last day worked mean last day worked?

    By TPApril, May 20, 2022
    • 14 replies
    • 1.6k views
    • 
    • TPApril
    • May 31, 2022

11. odd match formula failing BRF?

    By AlbanyConsultant, August 25, 2015
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 9, 2015

12. Plan terminations using plan assets?

    By Cathy from Chicago, October 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • October 3, 2000

13. Match rate differs for 2 divisions

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

14. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 13, 2015

15. Multiple Use Failure

    By Guest CCarter, February 28, 2002
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 4, 2002

16. Using 3% NHCE ADP for first year of plan

    By maverick, June 16, 2003
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 17, 2003

17. Deadline for recharacterizing excess deferrals

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

18. 401(a)...what is it?

    By Guest bouncingsoul, October 6, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 8, 2005

19. 401(k) with union employees

    By FJR, September 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • jaemmons
    • September 23, 2002

20. 404 Deduction Limit

    By Guest JB2, December 1, 1998
    • 1 reply
    • 1.6k views
    • 
    • Chester
    • December 1, 1998

21. sale of assets of corporation

    By k man, August 9, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • August 9, 2000

22. My company has a 401k plan, our new owner (a corp) does not have or wa

    By Guest e bercot, January 20, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2000

23. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2000

24. New provision for(k)s for 1999

    By Guest ROUSE, January 6, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • January 7, 1999

25. QPSA notice requirement satisfied via SPD?

    By Guest Pennysaver, March 21, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2011

26. Calendar year plan terminating as of 9/30/2003; has a last-day-of-the-plan-year employment requirement for allocations; top-heavy minimum contribution required?

    By Guest StoneWalk, September 25, 2003
    • 9 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 30, 2003

27. Take over plan & mapping

    By blue, May 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • blue
    • May 7, 2008

28. Post Severance Compensation

    By PFranckowiak, June 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 5, 2009

29. 404a5 and brokerage accounts...

    By CLE401kGuy, July 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2012

30. Gap period interest on excess deferrals

    By Just Me, July 11, 2005
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • July 29, 2005

31. Allocation of Plan Expenses

    By Guest KEK, June 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • June 24, 2002

32. SOLO K Requirement Question

    By Pammie57, April 12, 2022
    • 10 replies
    • 1.6k views
    • 
    • Jakyasar
    • April 14, 2022

33. Self Employed Deduction of Contributions

    By austin3515, April 23, 2012
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • April 24, 2012

34. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • January 11, 2013

35. Dollar Limits for EB Plans

    By Guest RJM, September 2, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 5, 2000

36. Safe Harbor 401(k)w/ additional Match

    By Guest RMassa, May 11, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 1999

37. Statistics on ADP Testing and Compliance

    By Guest kp, December 15, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 15, 1998

38. When are Participant Statements due?

    By Hoard1, June 2, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • June 4, 1999

39. Roth contributions made to plan from employee bank account

    By Pixie, August 14, 2023
    • 5 replies
    • 1.6k views
    • 
    • SwimmingInBowelsOfERISA
    • August 14, 2023

40. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril, August 15, 2023
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • August 17, 2023

41. OK for participant to designate his fraternity as the beneficiary of h

    By Guest, December 13, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • December 20, 1999

42. Plan fees

    By Guest Clain, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • August 29, 2001

43. 3% Safe Harbor

    By mariemonroe, March 9, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 12, 2009

44. 5/1-4/30 plan year with 7/1 & 1/1 entry dates

    By R. Butler, April 29, 2003
    • 10 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 1, 2003

45. New 2002 Vesting schedule

    By Guest Michael Anderson, January 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

46. plan loans for family members

    By Guest sheadan, March 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2001

47. Defining Key Employees in 2002

    By Guest GMedley, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • November 7, 2001

48. Conversion held hostage by a participant

    By JohnEPNFP, September 19, 2024
    • 8 replies
    • 1.6k views
    • 
    • applebreeeze
    • September 23, 2024

49. HCE Exclusion in 401(k) Plan

    By Hoard1, February 23, 2000
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 24, 2000

50. Partners income negative

    By cpc0506, October 10, 2018
    • 6 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 11, 2018