401(k) Plans

19,275 topics in this forum

1. Buy back - restoration

   By PMC, December 4, 2008
   • 8 replies
   • 1.5k views
   • 
   • BG5150
   • December 8, 2008

2. Annual additions--1 ee & 2 ers

   By Guest m thom, October 18, 1999
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • October 18, 1999

3. Employer Eligibility Failure

   By Guest Annette Leerhoff, August 22, 2011
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • August 22, 2011

4. Quick, Cheap Way to Find Lost Participants

   By austin3515, August 23, 2011
   • 4 replies
   • 1.5k views
   • 
   • david rigby
   • August 23, 2011

5. RMD question

   By RayJJohnsonJr, September 22, 2011
   • 14 replies
   • 1.5k views
   • 
   • imchipbrown
   • September 29, 2011

6. Forfeiture Account for Terminating Plan

   By metsfan026, July 12, 2023
   • 5 replies
   • 1.5k views
   • 
   • Peter Gulia
   • July 12, 2023

7. 401k penalty provisions

   By Guest rwestrup, August 15, 2001
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • August 15, 2001

8. Correction for loan for more than 50% vested balance

   By BG5150, September 2, 2008
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 3, 2008

9. Assume same desk rule applies; does an individual transferred to the n

   By Guest wwest, December 3, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 3, 1999

10. Participant directed accounts

    By Guest pjb, August 6, 2002
    • 5 replies
    • 1.5k views
    • 
    • KJohnson
    • August 6, 2002

11. Catch up contributions

    By Guest pensionadmin, November 15, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • November 15, 2001

12. Safe-Harbor 401(k) and mid-year amendment

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 30, 2004

13. Safe Harbor Plan with no contrib for NHCEs OK?

    By Lynn Campbell, December 17, 1998
    • 2 replies
    • 1.5k views
    • 
    • kocak
    • December 18, 1998

14. Compensation Limit for Match Calculation

    By Guest rgorman, February 8, 2005
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • February 8, 2005

15. 401k plan Investments

    By Gary, July 24, 2008
    • 4 replies
    • 1.5k views
    • 
    • JanetM
    • July 28, 2008

16. Reimbursement of plan expenses

    By Guest cascigm, February 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2000

17. Deminimus for RMD's ?

    By Jim Chad, October 2, 2012
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 2, 2012

18. May a plan reference the elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2002

19. Asset Transfer

    By Guest MatchaT, August 21, 2014
    • 6 replies
    • 1.5k views
    • 
    • movedon
    • August 22, 2014

20. New Section 404 Rules

    By Guest BCoffey, December 6, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 7, 2001

21. QSLOBs and top-heavy testing

    By Guest phy401k, April 19, 2012
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • April 19, 2012

22. Anyone an expert on Average Benefits testing?

    By AKconsult, October 15, 2014
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 16, 2014

23. vesting for stand-alone plan merging into MEP

    By AlbanyConsultant, December 18, 2023
    • 9 replies
    • 1.5k views
    • 
    • david rigby
    • December 29, 2023

24. Multiemployer Plans

    By Guest Harry Lutz, September 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

25. Strange match request

    By Guest JPIngold, December 4, 2012
    • 8 replies
    • 1.5k views
    • 
    • Jim Chad
    • December 4, 2012

26. Plan Termination Account Balances Greater Than $5,000

    By Guest IRISH79, March 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 28, 2007

27. Letting some NHCEs in early by name

    By Tonya, June 30
    • 15 replies
    • 1.5k views
    • 
    • austin3515
    • July 22

28. Consequences of non-safe harbor hardship distribution

    By mariemonroe, July 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • mariemonroe
    • July 11, 2005

29. LLC (taxed as Partnership) and 401(k) Deferral

    By retbenser, May 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 30, 2013

30. EPCRS Question

    By kevind2010, July 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • kevind2010
    • July 25, 2011

31. "Of counsel" employee receiving K-1

    By Laura Harrington, December 19, 2011
    • 1 reply
    • 1.5k views
    • 
    • Laura Harrington
    • December 19, 2011

32. Applying extra loan repayments

    By Guest darrensoup, November 28, 2005
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • November 28, 2005

33. Safe Harbor and unterminated plan

    By Dennis Povloski, September 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

34. Charging Fees to participants in an "abandoned plan"

    By Guest vqualplan, June 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2005

35. High minimum investment discriminatory??

    By Guest halka, March 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 6, 2003

36. Trustee Dies - no authorized signer

    By Ahuntingus, November 24, 2020
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • November 29, 2020

37. Late deferral deposit

    By Guest terric, October 12, 2005
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • October 12, 2005

38. Does the new Form 5500 schedule Q have to be 410-b compliant?

    By Guest Jim Deb, January 27, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 1999

39. Self-employed individual who has 1999 earned income of $160,000+ parti

    By Guest Janice Izzard, November 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 15, 2002

40. Controlled Group Question

    By Guest John Kleeman, March 12, 2007
    • 9 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 14, 2007

41. timing of deduction when fiscal year does not match plan year.

    By Earl, May 22, 2001
    • 0 replies
    • 1.5k views
    • 
    • Earl
    • May 22, 2001

42. Safe Harbor Matching - Plan Design

    By Guest TooMuchFreeTime, December 15, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 2008

43. ADP corrective distributions

    By Guest chris4013, April 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 3, 2003

44. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • October 11, 2001

45. Plan wording for negative elections

    By Guest amock, February 10, 1999
    • 6 replies
    • 1.5k views
    • 
    • Larry M
    • April 13, 1999

46. Top-heavy testing for short year plan

    By Jean, September 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • September 1, 2000

47. HCE compensation clarity request...

    By Beltane, February 21, 2013
    • 3 replies
    • 1.5k views
    • 
    • movedon
    • February 22, 2013

48. 401(k) transfer/withdrawal

    By Guest jladuca, January 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 1999

49. Excess Deferrals and 401(a)(4)

    By Guest Vreez, July 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 8, 2004

50. Fidelity Bond

    By Guest Matt77, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 9, 2002