401(k) Plans

19,321 topics in this forum

1. Funding of a SH Match True Up

   By justatester, December 29, 2020
   • 9 replies
   • 2.7k views
   • 
   • pmacduff
   • December 29, 2020

2. Funding of Merged Plans

   By Guest Ray Corneau, December 11, 2002
   • 4 replies
   • 1.2k views
   • 
   • Brian Gallagher
   • December 12, 2002

3. Funding Profit Sharing contribution with excess assets transferred from a terminated DB plan

   By msmith, September 29, 2023
   • 2 replies
   • 686 views
   • 
   • msmith
   • October 2, 2023

4. Funding PS contribution

   By bzorc, June 3, 2011
   • 6 replies
   • 1.5k views
   • 
   • Bird
   • June 9, 2011

5. Funding solo 401(k) with IRA MRD's--Allowable?--?Double Taxation?

   By robbie, July 17, 2005
   • 4 replies
   • 1.6k views
   • 
   • robbie
   • July 18, 2005

6. Funds returned to the plan for a breakpoint settlement from the asset compan

   By Guest cynthiar, July 13, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 13, 2004

7. Funeral expenses for hardship distribution

   By austin3515, January 25, 2018
   • 19 replies
   • 6.3k views
   • 
   • TPApril
   • October 29, 2021

8. Funky Demutualization Question - Life Insurance Held by a 401(k) Plan

   By Scott, January 28, 2005
   • 6 replies
   • 2.5k views
   • 
   • david rigby
   • February 2, 2005

9. furloughs

   By R. Butler, October 31, 2018
   • 5 replies
   • 2.2k views
   • 
   • Larry Starr
   • November 1, 2018

10. Furloughs and layoffs

    By austin3515, March 19, 2020
    • 3 replies
    • 1.3k views
    • 
    • BTG
    • March 24, 2020

11. Future Retirees

    By Guest Giovanni, October 10, 2005
    • 4 replies
    • 1.4k views
    • 
    • jevd
    • October 10, 2005

12. Futures and ERISA funds

    By fidu, May 3, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • May 3, 2002

13. GAC and Trust Agreement

    By KMG77, December 6, 2007
    • 0 replies
    • 1.6k views
    • 
    • KMG77
    • December 6, 2007

14. Gains applied to distribution from pooled acct in Dec.

    By Richard Anderson, November 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 21, 2005

15. Gains for late deposits included on the adp/acp test

    By ratherbereading, April 28, 2021   

    • late deposits; earnings; adp/acp test
    • 5 replies
    • 721 views
    • 
    • ratherbereading
    • April 28, 2021

16. Gainsharing as 401k discretionary ER contribution

    By Guest Kerry, January 5, 1999
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • January 5, 1999

17. Gang of Six Deficit Reduction Plan

    By goldtpa, July 21, 2011
    • 14 replies
    • 1.8k views
    • 
    • K2retire
    • July 21, 2011

18. Gang of Six Plan

    By DMcGovern, July 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • July 23, 2011

19. Gap Earnings

    By justatester, March 18, 2008
    • 0 replies
    • 967 views
    • 
    • justatester
    • March 18, 2008

20. Gap Earnings

    By Guest jvandyke, January 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • fiona1
    • January 14, 2009

21. gap earnings

    By Chippy, May 20, 2013
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • May 20, 2013

22. Gap Earnings on Corrective ADP excess

    By Guest Juice, October 20, 1999
    • 2 replies
    • 2.5k views
    • 
    • Ervin Barham
    • October 20, 1999

23. Gap income and short plan year

    By Guest mo again, September 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2000

24. GAP on 415 refunds - Yes or No?

    By fiona1, October 2, 2008
    • 7 replies
    • 4.6k views
    • 
    • BG5150
    • February 26, 2016

25. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg, January 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 10, 2002

26. Gap period income

    By Jed Macy, March 18, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 21, 2005

27. Gap period income

    By J. Bringhurst, November 1, 2002
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • November 1, 2002

28. Gap period income

    By John Feldt ERPA CPC QPA, March 5, 2008
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

29. gap period income

    By Guest JTK, September 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • fiona1
    • September 30, 2009

30. Gap Period Income

    By Guest Rutager, December 20, 2006
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • January 30, 2007

31. Gap Period Income

    By Guest PGH.ERISA, January 14, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 19, 2008

32. Gap period income on related match

    By Guest Philip2, November 3, 2009
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • November 4, 2009

33. Gap period interest on excess deferrals

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

34. Gap Period Loss

    By CJS07, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 1, 2008

35. Garnishment of IRA and 401(k) Plans

    By Guest chickbull, October 24, 2008
    • 5 replies
    • 5.3k views
    • 
    • Guest
    • October 27, 2008

36. Gateway ? for various dc scenarios

    By abanky, March 14, 2007
    • 2 replies
    • 1.6k views
    • 
    • abanky
    • March 14, 2007

37. Gateway and 401(a)(4) in a Control Group situation

    By Alex Daisy, March 12, 2015
    • 6 replies
    • 2.1k views
    • 
    • K2retire
    • March 13, 2015

38. Gateway and Fail Safe Language

    By sdix401k, February 19, 2014
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • April 18, 2014

39. Gateway and Rounding

    By justatester, April 13, 2015
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 13, 2015

40. Gateway Contribution Eligibility

    By MBCarey, December 5, 2003
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 5, 2003

41. Gateway Contributions

    By ratherbereading, May 8, 2020
    • 5 replies
    • 1.1k views
    • 
    • ratherbereading
    • May 11, 2020

42. Gateway Minimum

    By LMD1, November 17, 2014
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2014

43. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2007

44. Gateway Minimum Contribution

    By TH 401k, October 1, 2025
    • 14 replies
    • 663 views
    • 
    • CuseFan
    • October 3, 2025

45. Gateway Otherwise Excludible and ADP

    By Guest chris4013, April 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

46. Gateway Testing

    By justatester, December 8, 2011
    • 3 replies
    • 2.9k views
    • 
    • Lou S.
    • December 8, 2011

47. General Grandfathering Provisions

    By J. Bringhurst, January 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 22, 2005

48. General nondiscrimination tests. administrative

    By Guest Dale C, March 8, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • March 10, 1999

49. General question

    By KEB, May 23, 2018
    • 26 replies
    • 1.8k views
    • 
    • Bill Presson
    • May 29, 2018

50. general question - allowed to contribute for 2017 now & wants corrected w2?

    By Erica23, April 16, 2018
    • 11 replies
    • 808 views
    • 
    • Tom Poje
    • April 17, 2018