401(k) Plans

19,275 topics in this forum

1. Garnishment of IRA and 401(k) Plans

   By Guest chickbull, October 24, 2008
   • 5 replies
   • 5.2k views
   • 
   • Guest
   • October 27, 2008

2. Break In Service Rules

   By Guest PBJ, April 12, 2008
   • 6 replies
   • 5.2k views
   • 
   • PLAN MAN
   • April 14, 2008

3. CODA definition

   By Guest cfspr, May 10, 2002
   • 3 replies
   • 5.2k views
   • 
   • Guest
   • May 10, 2002

4. The Same Desk Rule

   By Guest David Thomas, September 21, 1998
   • 3 replies
   • 5.2k views
   • 
   • Guest
   • September 24, 1998

5. Starting 401(k) mid year, with BOY effective date

   By Santo Gold, June 5, 2006
   • 12 replies
   • 5.2k views
   • 
   • WDIK
   • June 14, 2006

6. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

   By Guest skos, August 21, 2008
   • 17 replies
   • 5.2k views
   • 
   • John Feldt ERPA CPC QPA
   • March 27, 2018

7. Quarterly entry and 1,000 hours

   By Guest JPIngold, December 1, 2011
   • 18 replies
   • 5.2k views
   • 
   • Guest
   • October 11, 2012

8. JNJ Stocks & 401K

   By Guest rpescev, September 30, 1998
   • 1 reply
   • 5.2k views
   • 
   • LCARUSI
   • September 30, 1998

9. Standard Late Deposit of Salary Deferrals Question

   By rblum50, May 15, 2013
   • 7 replies
   • 5.2k views
   • 
   • MoShawn
   • May 16, 2013

10. Dividends on Employer Stock in 401(k) Plan

    By 401 Chaos, September 29, 2008
    • 4 replies
    • 5.2k views
    • 
    • QDROphile
    • September 29, 2008

11. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow, May 8, 2000
    • 25 replies
    • 5.2k views
    • 
    • Jon Chambers
    • June 5, 2000

12. Does a rollover count as a repayment for forfeiture restoration purpos

    By Guest Jane Francis, February 13, 2001
    • 23 replies
    • 5.2k views
    • 
    • AndyH
    • February 28, 2001

13. Catch-up & top heavy

    By R. Butler, September 15, 2014
    • 17 replies
    • 5.2k views
    • 
    • legort69
    • November 30, 2017

14. 401K Profit Sharing & Eligible Participant Regulations

    By Guest klsconsulting, June 1, 2007
    • 9 replies
    • 5.2k views
    • 
    • Mike Preston
    • June 4, 2007

15. Correcting Wage Overpayment and Contributions made in error to 401(k)

    By Guest JWIRA, September 9, 2006
    • 4 replies
    • 5.2k views
    • 
    • Christine Oliver
    • March 25, 2019

16. Safe Harbor Plan with After Tax

    By justatester, February 2, 2012
    • 11 replies
    • 5.2k views
    • 
    • Kevin C
    • February 3, 2012

17. Sch. A - Fair value or Contract Value

    By austin3515, August 15, 2007
    • 9 replies
    • 5.2k views
    • 
    • JanetM
    • August 17, 2007

18. Appointment of Trustee

    By Susan S., June 29, 2016
    • 12 replies
    • 5.2k views
    • 
    • GMK
    • June 30, 2016

19. Compensation for ADP/ACP Test

    By pam@bbm, March 6, 2018
    • 7 replies
    • 5.2k views
    • 
    • Tom Poje
    • March 9, 2018

20. Lienable

    By kgr12, July 26, 2012
    • 1 reply
    • 5.2k views
    • 
    • MoJo
    • July 26, 2012

21. Employee Contributions from Off-Cycle Bonus Pay

    By jaxon1225, June 19, 2018   

    • 401k
    • contributions
    • (and 1 more)

      Tagged with:

      • 401k
      • contributions
      • bonus pay
    • 9 replies
    • 5.2k views
    • 
    • BG5150
    • June 22, 2018

22. 401(k) Loan Fees-Union Plan

    By KIP KRAUS, September 8, 1998
    • 4 replies
    • 5.2k views
    • 
    • LCARUSI
    • September 11, 1998

23. Participant Notice for non-safe harbor 401(k) plan Termination

    By stephen, October 11, 2017   

    • plan termination
    • participant notice
    • 6 replies
    • 5.2k views
    • 
    • stephen
    • October 11, 2017

24. Understanding regs for payroll period method in SH plan

    By Guest Miller426, September 24, 2009
    • 17 replies
    • 5.2k views
    • 
    • Bird
    • October 1, 2009

25. Amend vesting

    By jkharvey, January 11, 2011
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • January 12, 2011

26. Inclusion of Ineligible employee

    By Guest emcscottey, December 17, 2006
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • June 4, 2008

27. Testing match contribution based on years of service

    By Guest LoloV, October 24, 2002
    • 16 replies
    • 5.2k views
    • 
    • austin3515
    • October 26, 2002

28. EE terminates from one company in control group and begins to work for

    By Guest LLandau, October 14, 2002
    • 7 replies
    • 5.2k views
    • 
    • austin3515
    • October 15, 2002

29. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H, August 3, 1999
    • 7 replies
    • 5.2k views
    • 
    • Wessex
    • November 6, 1999

30. Safe Harbor Plan with Different Definition of Compensation

    By NYHeel, July 29, 2020
    • 14 replies
    • 5.2k views
    • 
    • Bill Presson
    • August 5, 2020

31. Rehire vesting after 14 years

    By Snicky, September 17, 2018
    • 7 replies
    • 5.2k views
    • 
    • ACK
    • September 21, 2018

32. New Safe Harbor 401(k)

    By Dougsbpc, July 2, 2009
    • 17 replies
    • 5.2k views
    • 
    • Guest
    • July 17, 2009

33. Hardship withdrawals - non-safe harbor definition

    By Belgarath, August 12, 2013   

    • amending plan
    • 7 replies
    • 5.2k views
    • 
    • Belgarath
    • August 13, 2013

34. 414(s) Comp Ratio Test

    By emmetttrudy, September 12, 2016
    • 3 replies
    • 5.2k views
    • 
    • Tom Poje
    • September 12, 2016

35. 401k for 501c6 non-profits?

    By Guest Hipshot, March 27, 2008
    • 2 replies
    • 5.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 28, 2008

36. Creative Top Heavy Solutions

    By ldr, June 25, 2018   

    • top heavy
    • minimum contribution
    • (and 3 more)

      Tagged with:

      • top heavy
      • minimum contribution
      • key
      • non-key
      • top heavy test
    • 35 replies
    • 5.2k views
    • 
    • Tom Poje
    • July 13, 2018

37. Include Puerto Rican residents in plan testing?

    By Guest rchambers, September 6, 2000
    • 13 replies
    • 5.2k views
    • 
    • Harwood
    • August 31, 2004

38. QDRO

    By austin3515, February 19, 2015
    • 28 replies
    • 5.2k views
    • 
    • mbozek
    • February 24, 2015

39. Rollover into a 401(k) plan

    By stephen, September 4, 1998
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 5, 1998

40. ADP testing controlled group

    By JPete, February 8, 2018
    • 12 replies
    • 5.1k views
    • 
    • JPete
    • February 8, 2018

41. Safe-harbor plan with a CODA

    By Guest Bruce Bonanomi, April 7, 2006
    • 3 replies
    • 5.1k views
    • 
    • Bill Presson
    • April 8, 2006

42. Definition of Compensation for ADP-ACP Test

    By Guest CRM, September 25, 2009
    • 2 replies
    • 5.1k views
    • 
    • MWeddell
    • September 25, 2009

43. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa, August 14, 2019
    • 6 replies
    • 5.1k views
    • 
    • NJ Mike
    • August 15, 2019

44. Separation of Service & Rehire

    By Guest benefitsanalyst, April 27, 2004
    • 20 replies
    • 5.1k views
    • 
    • JanetM
    • April 30, 2004

45. Completing the Form 5330

    By Guest mrtnoc, October 9, 2013   

    • 5330
    • late deferrals
    • 2 replies
    • 5.1k views
    • 
    • 401QUE
    • December 26, 2013

46. Who is eligible for Indivisual/Solo 401(k) plan?

    By jane123, December 10, 2004
    • 10 replies
    • 5.1k views
    • 
    • E as in ERISA
    • December 13, 2004

47. excluding per diem employees

    By betheeg, October 6, 2006
    • 3 replies
    • 5.1k views
    • 
    • Locust
    • October 12, 2006

48. Safe Harbor-- terminated employees

    By abanky, December 24, 2003
    • 1 reply
    • 5.1k views
    • 
    • Mike Preston
    • December 24, 2003

49. ADP/ACP refunds taxable in current year regardless of timing of refund

    By Pension Nerd, September 12, 2007
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 13, 2007

50. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • October 24, 2003