401(k) Plans

19,321 topics in this forum

1. alloc of employer match

   By Guest pensiondoc, December 3, 1998
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 4, 1998

2. Employee Roth elections not withheld correctly for 2024

   By Tom, September 17, 2025
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • September 18, 2025

3. Who is NOT a covered service provider?

   By Peter Gulia, June 6, 2011
   • 3 replies
   • 1.6k views
   • 
   • Peter Gulia
   • June 7, 2011

4. Prohibited Transaction

   By wsp, March 24, 2003
   • 3 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 24, 2003

5. Failed ADP refund question

   By fiona1, April 2, 2004
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • April 2, 2004

6. Administrative Expenses

   By austin3515, August 14, 2003
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • August 15, 2003

7. 401k help - I'm new at this and my partner died last year

   By Guest CityGuySailing, April 8, 2007
   • 3 replies
   • 1.6k views
   • 
   • Kimberly S
   • April 9, 2007

8. Late Form 5500

   By Guest JBarn, August 18, 1999
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 21, 1999

9. Reimbursing plan fees to participant accounts?

   By Guest smallbusiness401khelper, July 14, 2003
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 17, 2003

10. Hardship Distributions--May Distributable Amount Include Earnings?

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.6k views
    • 
    • lkpittman
    • September 7, 2000

11. Quarterly PS contribution allocation; is the HCE's allocation limited

    By Richard Anderson, January 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 30, 2001

12. One ER separate 401(k) & PS Plans

    By Guest CCarter, February 22, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2002

13. What is with these recordkeepers and QDRO's

    By austin3515, September 17, 2014
    • 13 replies
    • 1.6k views
    • 
    • SearchLight
    • September 18, 2014

14. Does last day worked mean last day worked?

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

15. Controlled Group-Employed by 2 companies

    By Guest Laura Millwood, January 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • January 25, 1999

16. Employer Stock

    By Guest THess, July 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • August 6, 2003

17. Banks charging fees to their own plan

    By Guest jsample, October 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • maverick
    • October 2, 2002

18. Top Heavy Minimum for Safe Harbor Plan

    By Guest Asvedlow, April 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • April 23, 2002

19. Loan default

    By rlb64, January 28, 2005
    • 5 replies
    • 1.6k views
    • 
    • rlb64
    • January 29, 2005

20. What groups should participate in 401k Committee?

    By Guest lmmangrum, February 13, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 13, 2006

21. FIDUCIARY ISSUES/PROH. TRANSACTION

    By Guest Lonnie Tomlin, November 15, 1999
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 9, 1999

22. bottom up qmac

    By eilano, August 31, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2004

23. 401(k) plan from a company which was recently acquired

    By Guest DougE, April 30, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 30, 1999

24. How to treat the last Payroll paid the following plan yearlan year treatment

    By AdKu, September 25, 2017
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 26, 2017

25. Sale of Employer Stock

    By Randy Watson, April 13, 2005
    • 9 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • April 20, 2005

26. How long is too long?

    By Guest KaroliHayes, December 22, 1998
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

27. Applying extra loan repayments

    By Guest darrensoup, November 28, 2005
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 28, 2005

28. Notice to employees on PS Funding

    By austin3515, April 6, 2005
    • 11 replies
    • 1.6k views
    • 
    • JanetM
    • April 7, 2005

29. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2002

30. Trustee Dies - no authorized signer

    By Ahuntingus, November 24, 2020
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • November 29, 2020

31. Safe Harbor Match & Top Heavy

    By BFree, May 2, 2002
    • 0 replies
    • 1.6k views
    • 
    • BFree
    • May 2, 2002

32. New plan, service and age waived, what about 410(b)

    By John Feldt ERPA CPC QPA, October 14, 2009
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 14, 2009

33. NESE for partners

    By Guest notapensiongeek, August 21, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2008

34. Can an employer pre-fund employer contributions

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

35. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 31, 1998

36. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer, October 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • John A
    • October 17, 2000

37. Plan Document?

    By Jilliandiz, May 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • May 18, 2005

38. HCEs and nondiscrimination test

    By Guest dhoetger, May 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 9, 2001

39. Nonbenefits employees

    By austin3515, December 28, 2012
    • 13 replies
    • 1.6k views
    • 
    • QDROphile
    • January 7, 2013

40. "Of counsel" employee receiving K-1

    By Laura Harrington, December 19, 2011
    • 1 reply
    • 1.6k views
    • 
    • Laura Harrington
    • December 19, 2011

41. Orphan Match / Individual 402g Limit

    By austin3515, December 1, 2021
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • December 13, 2022

42. Pooled 401k Accounts

    By JMP, February 19, 2021
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • February 19, 2021

43. Eligibility for 1/2 yaer and employer PS contribution.

    By Guest IPS, March 5, 2009
    • 15 replies
    • 1.6k views
    • 
    • BG5150
    • March 6, 2009

44. Simple 401(k) plan ND Testing

    By Guest Sara H, April 30, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 3, 1999

45. Is K1 Partner an Employee for Testing Purposes

    By Rich L. Mayer, May 5, 2010
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • May 5, 2010

46. partial yr comp

    By Guest quinn the car fixer, June 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2004

47. multiple 401k plans same employer

    By Gary, September 19, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 20, 2012

48. True-up for Partners in a Safe Harbor Plan

    By Guest ERISAcatNraleigh, December 16, 2003
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • December 16, 2003

49. Imputing Disparity in a Non-Cross Tested 401(k) Plan with 3% non-elect

    By Guest Dave Danziger, July 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 30, 2002

50. 1099R coded as premature, however it was not.

    By Guest Michael Anderson, March 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 5, 2004