401(k) Plans

19,321 topics in this forum

1. W2 compensation

   By Guest ppapdx, February 11, 2013   

   • Payroll question
   • 3 replies
   • 3k views
   • 
   • david rigby
   • February 11, 2013

2. 401(k) Plan Successor rule

   By Guest RACHELP, September 17, 2013
   • 3 replies
   • 3k views
   • 
   • QDROphile
   • September 17, 2013

3. Overtime rules/ 414(s)

   By bmore1147, October 20, 2016   

   • overtime
   • 401k
   • (and 3 more)

     Tagged with:

     • overtime
     • 401k
     • testing
     • 414s
     • deferrals
   • 3 replies
   • 902 views
   • 
   • rcline46
   • October 20, 2016

4. Amending Vesting service requirement from all years to participation

   By AdKu, December 15, 2016   

   • Amending Vesting service requ
   • vesting from all yrs to part
   • 3 replies
   • 1.2k views
   • 
   • AdKu
   • December 15, 2016

5. 401k catchup

   By pgold, February 6, 2017
   • 3 replies
   • 753 views
   • 
   • Tom Poje
   • February 6, 2017

6. 401k loan taken out then dies

   By Keli, May 15, 2018
   • 3 replies
   • 2k views
   • 
   • 401_noob
   • May 16, 2018

7. Pay less than the 401(k) withholding election.

   By Just Tri, April 7, 2020
   • 3 replies
   • 1.2k views
   • 
   • Larry Starr
   • April 7, 2020

8. Received a rollover check after a company was sold in an asset sale

   By jsample, December 15, 2021
   • 3 replies
   • 722 views
   • 
   • JOH
   • December 16, 2021

9. Must an employer using a non-standardized prototype document file for

   By Guest Mark Manning, March 31, 1999
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • March 31, 1999

10. 402(g) or Excess 415 question on takeover document

    By Bob Demontigny, September 14, 2022
    • 3 replies
    • 780 views
    • 
    • Nate S
    • September 15, 2022

11. Transfer of 401K to IRA

    By jlf, September 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • LCARUSI
    • September 8, 1999

12. New 401k Plan?

    By B. Geiger, April 11, 2024
    • 3 replies
    • 673 views
    • 
    • Peter Gulia
    • April 12, 2024

13. after-tax employee contributions

    By alexa, April 28, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • April 29, 2002

14. Top Heavy Requirement Re: Age

    By Guest Ted Kowalchuk, CFP, CFS,, August 28, 2002
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • August 29, 2002

15. 401(k) Deposit Timing

    By Medusa, August 15, 2007
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • August 17, 2007

16. Hardship Educational Expenses

    By PFranckowiak, July 15, 2008
    • 3 replies
    • 6k views
    • 
    • masteff
    • July 15, 2008

17. Safe Harbor notice for termianting plan

    By BG5150, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • March 3, 2010

18. Excess Safe Harbor Match

    By GrammieMame, March 9, 2011
    • 3 replies
    • 4.2k views
    • 
    • 12AX7
    • March 9, 2011

19. Missed Deferrals - Earnings Calculation

    By Vlad401k, July 29, 2015
    • 3 replies
    • 4.8k views
    • 
    • BG5150
    • July 31, 2015

20. Safe Harbor Match True-Up

    By hsctpa, July 7, 2022
    • 3 replies
    • 712 views
    • 
    • Tom
    • July 8, 2022

21. Early Entry

    By Inquiring Mind, January 17, 2023
    • 3 replies
    • 706 views
    • 
    • Bri
    • January 20, 2023

22. Notice 2023-43 Demographic failure conflict

    By Purplemandinga, June 7, 2023
    • 3 replies
    • 652 views
    • 
    • Purplemandinga
    • June 8, 2023

23. Corrections process on errors

    By BellaBee41, August 16, 2024
    • 3 replies
    • 913 views
    • 
    • Paul I
    • August 20, 2024

24. Dual eligibility & 401(a)(4) testimg

    By SMB, March 6, 2002
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 6, 2002

25. 401(k) Safe Harbor Document Language

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

26. 401k compliance testing

    By Guest dstran, January 24, 2006
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 24, 2006

27. Reducing Safe Harbor Match

    By Guest Twinky, March 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2007

28. 401k vs 401a Newbie Question

    By Guest clem, April 15, 2007
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • April 16, 2007

29. Freezing a fund inside a dc plan

    By ERISA25, August 13, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 14, 2009

30. Timing of Auto Enrollment Required Notice

    By Guest kudler, December 3, 2009
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • December 10, 2009

31. Last Day/1000 Hours Rule

    By justatester, January 10, 2011
    • 3 replies
    • 4.8k views
    • 
    • Tom Poje
    • January 10, 2011

32. Life Insurance within a 401(k) Plan

    By Guest AndreaRyan, August 9, 2011
    • 3 replies
    • 2.3k views
    • 
    • MARYMM
    • August 10, 2011

33. Safe Harbor 401k added to PSP

    By chris, February 11, 2013
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 14, 2013

34. Unsigned Plan Document

    By Guest SAS3, February 11, 2014   

    • takeover
    • unsigned
    • (and 1 more)

      Tagged with:

      • takeover
      • unsigned
      • merger
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 11, 2014

35. Controlled Group/Affiliated Service Group

    By Chippy, August 22, 2016
    • 3 replies
    • 1k views
    • 
    • Chippy
    • August 23, 2016

36. Question Re: One Employer, Two Plans

    By Stash026, May 21, 2020
    • 3 replies
    • 622 views
    • 
    • MWeddell
    • May 27, 2020

37. HELP! Transfer of Assets

    By Guest Phil L, November 10, 1998
    • 3 replies
    • 3.9k views
    • 
    • MWeddell
    • November 12, 1998

38. 415 Compensation / HCE Determination

    By austin3515, September 15, 2022
    • 3 replies
    • 535 views
    • 
    • austin3515
    • September 19, 2022

39. Are distributions allowed from a frozen 401(k) Plan?

    By Guest UKH, October 8, 2001
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • October 8, 2001

40. Plan Eligibility

    By Guest Bob Lees, March 15, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2006

41. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

42. Eligibility Conditions

    By Mr Bagwell, August 22, 2016
    • 3 replies
    • 865 views
    • 
    • BG5150
    • August 22, 2016

43. Forfeiture Allocation (very tiny amount)

    By BLM, October 18, 2017
    • 3 replies
    • 822 views
    • 
    • Bird
    • October 18, 2017

44. Controlled Group - Husband & Wife

    By metsfan026, September 15, 2022
    • 3 replies
    • 817 views
    • 
    • Bill Presson
    • September 15, 2022

45. Long Term Part Time Employee

    By Dougsbpc, February 27, 2025
    • 3 replies
    • 857 views
    • 
    • CuseFan
    • February 27, 2025

46. Safe Harbor Ne Plan With Simple

    By Guest LTurner, February 27, 2003
    • 3 replies
    • 999 views
    • 
    • Guest
    • February 27, 2003

47. Pre-87 and Post 86 after tax distribs

    By Brian Gallagher, April 3, 2003
    • 3 replies
    • 7.1k views
    • 
    • MGB
    • April 4, 2003

48. PEO / Distribution

    By Guest kgsingletary, August 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • August 25, 2003

49. Contribution to a deceased partner

    By Guest jetfaninmn, December 21, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 21, 2005

50. Flat Match

    By Guest jetfaninmn, May 9, 2006
    • 3 replies
    • 2k views
    • 
    • ERISAnut
    • May 10, 2006