401(k) Plans

19,275 topics in this forum

1. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

   By Jilliandiz, October 20, 2003
   • 1 reply
   • 2.3k views
   • 
   • Tom Poje
   • October 20, 2003

2. 401(k) Profit Sharing Plan contribution

   By Guest Theresa, March 7, 2000
   • 10 replies
   • 2k views
   • 
   • Guest
   • March 10, 2000

3. 401(k) Prohibited Transaction

   By Guest Paul Hinderegger, March 25, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 25, 1999

4. 401(k) protection against participant's judgment creditors

   By stevena, October 26, 2001
   • 4 replies
   • 4.3k views
   • 
   • david rigby
   • October 26, 2001

5. 401(k) PS & ESOP Plan - whose contribution?

   By Guest SuzieQNEC, March 9, 2009
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • April 9, 2009

6. 401(k) PSP - Converting to ESOP "in part" to use 404(k) divi

   By Guest jvanheyde, November 15, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • November 15, 2002

7. 401(k) PSP deferral deposit question

   By doombuggy, June 8, 2011
   • 4 replies
   • 1.7k views
   • 
   • doombuggy
   • June 9, 2011

8. 401(k) Q

   By JTMiller, June 8, 2018
   • 1 reply
   • 618 views
   • 
   • RatherBeGolfing
   • June 9, 2018

9. 401(k) questions

   By bamma, March 15, 2008
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • March 18, 2008

10. 401(k) receivable contributions and the ADP test

    By Guest dubya, January 21, 2002
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • January 21, 2002

11. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

    By Guest monty, March 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 19, 2003

12. 401(k) refund due to company acquisition

    By R. Butler, April 21, 2015
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • May 1, 2015

13. 401(k) refund, maximizing owner

    By pmacduff, April 7, 2004
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 7, 2004

14. 401(k) Refunds and Earnings Calculation

    By buckaroo, March 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • buckaroo
    • March 12, 2004

15. 401(k) rollover

    By Benefits to all, December 6, 2012
    • 6 replies
    • 1.1k views
    • 
    • Benefits to all
    • December 6, 2012

16. 401(k) Rollover Question

    By Guest Benmark, January 15, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 16, 2009

17. 401(k) Rollover to Roth IRA

    By Guest mbw, July 23, 2009
    • 0 replies
    • 928 views
    • 
    • Guest
    • July 23, 2009

18. 401(k) Roth conversion

    By 52626, February 11, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 11, 2014

19. 401(k) safe harbor

    By Guest JBeck, September 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

20. 401(k) Safe Harbor

    By Medusa, December 31, 2008
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • December 31, 2008

21. 401(k) Safe Harbor

    By Guest Mahl, November 29, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 29, 2001

22. 401(k) Safe Harbor

    By Guest ETodd, December 29, 2009
    • 9 replies
    • 1.9k views
    • 
    • pmacduff
    • December 31, 2009

23. 401(k) safe harbor -- Spin off

    By Jean, June 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • June 4, 2001

24. 401(k) Safe Harbor and 410(b)(6)(C) Transition Rule in Transactions

    By Benefits Vet, December 28, 2021
    • 2 replies
    • 723 views
    • 
    • MWeddell
    • January 24, 2022

25. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion, December 30, 2003
    • 11 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 31, 2003

26. 401(k) Safe Harbor and Union Employees

    By Gilmore, May 2, 2016
    • 2 replies
    • 2.2k views
    • 
    • Lou S.
    • May 2, 2016

27. 401(k) safe harbor commitment to only NHCE's

    By Brenda Wren, January 12, 2005
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

28. 401(k) Safe harbor Compensation

    By alexa, February 13, 2003
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • February 25, 2003

29. 401(k) Safe Harbor Conversion

    By Jilliandiz, January 30, 2006
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 30, 2006

30. 401(k) Safe Harbor Document Language

    By Guest jvanheyde, September 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 2003

31. 401(k) Safe Harbor Eligibility

    By Guest WWPDRC, February 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 6, 2006

32. 401(k) Safe Harbor Exemption

    By Kristi Driscoll, June 15, 2021   

    • safe harbor match
    • abt
    • 0 replies
    • 258 views
    • 
    • Kristi Driscoll
    • June 15, 2021

33. 401(k) Safe Harbor Hardship Withdrawals

    By Guest rocnrols2, August 26, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 2003

34. 401(k) Safe Harbor Match Controlled Group

    By TPA2015, February 12, 2018   

    • 401(k)
    • controlled group
    • (and 1 more)

      Tagged with:

      • 401(k)
      • controlled group
      • safe harbor
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 14, 2018

35. 401(k) Safe Harbor Match fails 414(s)

    By bcmom, April 6, 2017   

    • 414(s) comp
    • safe harbor plan 401(k)
    • (and 1 more)

      Tagged with:

      • 414(s) comp
      • safe harbor plan 401(k)
      • mckay hochman prototype
    • 22 replies
    • 5.9k views
    • 
    • Tom Poje
    • April 11, 2017

36. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath, September 26, 2013
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 26, 2013

37. 401(k) Safe Harbor Nonelective

    By ERISA25, July 7, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • July 12, 2010

38. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 1, 2001

39. 401(k) Safe Harbor Notice

    By Guest greymann, October 1, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 3, 1998

40. 401(k) Safe Harbor Notice

    By J2D2, October 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • October 31, 2002

41. 401(k) Safe Harbor Notice

    By Guest Giovanni, November 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • November 27, 2001

42. 401(k) Safe Harbor Notice and Loans

    By AJ North, May 2, 2011
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 4, 2011

43. 401(k) Safe Harbor Plan

    By Guest Scrappy, August 20, 2004
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2004

44. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

45. 401(k) Safe Harbor plan - newly acquired adopting employer

    By Guest usafa89, December 3, 2010
    • 4 replies
    • 1.7k views
    • 
    • GMK
    • December 16, 2010

46. 401(k) Safe Harbor Plan and Participating Employer

    By LMOC, January 23, 2015
    • 6 replies
    • 2.4k views
    • 
    • LMOC
    • February 16, 2015

47. 401(k) safe harbor plan language

    By jkharvey, January 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • M R Bernardin
    • January 11, 2000

48. 401(k) safe harbor with integrated discretionary contribution

    By jkharvey, March 16, 2000
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 16, 2000

49. 401(k) Safe Harbor with Profit Sharing

    By MBCarey, October 8, 2003
    • 7 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

50. 401(k) safe harbor with separate eligibility provisions

    By Guest Daniel Fisher, January 17, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 17, 2001