401(k) Plans

19,321 topics in this forum

1. Timing of Profit Sharing

   By Guest Juice, May 27, 1999
   • 3 replies
   • 1.6k views
   • 
   • Dan
   • May 27, 1999

2. Military salary continuation payments

   By AKconsult, January 17, 2012
   • 0 replies
   • 1.6k views
   • 
   • AKconsult
   • January 17, 2012

3. Asset-Based Fees for Participants

   By Guest btooz, January 21, 2003
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • January 21, 2003

4. IRA Rollover

   By Guest MCarey1, May 30, 2002
   • 4 replies
   • 1.6k views
   • 
   • Appleby
   • April 29, 2003

5. Automatic Enrollment

   By Guest Jose Rosario, July 27, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 31, 2001

6. Misplaced contributions

   By Guest jreddi, March 14, 2000
   • 6 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 19, 2000

7. 401(k) fees

   By Guest cathie giebel, December 6, 2001
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • December 6, 2001

8. SECOND REQUEST - are there any comparable provisions under ERISA AND T

   By fidu, January 17, 2002
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • January 22, 2002

9. Hardship Distribution and DIVORCE

   By 52626, August 19, 2013
   • 4 replies
   • 1.6k views
   • 
   • QDROphile
   • August 19, 2013

10. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2003

11. 1099 IC

    By ratherbereading, August 26, 2019
    • 16 replies
    • 1.6k views
    • 
    • ratherbereading
    • August 28, 2019

12. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 7, 2008

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

    By Guest Jim Deb, January 27, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 27, 1999

14. Permissive Aggregation of ER Match

    By Guest Lauren K, April 6, 2007
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • April 9, 2007

15. prohibited transaction???

    By fidu, July 12, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • July 16, 2002

16. General Test

    By justatester, March 29, 2011
    • 4 replies
    • 1.6k views
    • 
    • justatester
    • April 4, 2011

17. Intergrated plan with matching contribution

    By Chippy, March 18, 2008
    • 11 replies
    • 1.6k views
    • 
    • Chippy
    • March 24, 2008

18. Confusion with Short Plan Year Audit and 2023 Audit Rule Changes

    By TN CPA, October 10, 2023
    • 2 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 11, 2023

19. party in interest?

    By Pension Panda, July 14, 2008
    • 2 replies
    • 1.6k views
    • 
    • Pension Panda
    • July 15, 2008

20. 401(k) Prohibited Transaction

    By Guest Paul Hinderegger, March 25, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 25, 1999

21. Big, Awesome Recordkeeper With a Bad Policy

    By austin3515, September 22, 2015
    • 14 replies
    • 1.6k views
    • 
    • K2retire
    • September 25, 2015

22. Removing Life Insurance

    By Guest anne1, March 21, 2007
    • 1 reply
    • 1.6k views
    • 
    • Locust
    • March 22, 2007

23. Dental Cost & Harships

    By Guest CCarter, August 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 9, 2002

24. Notice 2000-3--official version

    By JWK, January 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • JWK
    • January 11, 2000

25. Adding 401(k)/Safe Harbor provisions

    By Guest perplexedbypensions, August 23, 2006
    • 1 reply
    • 1.6k views
    • 
    • commishvp
    • August 23, 2006

26. Prevailing wage as 3% SHNEC

    By rcline46, December 8, 2011
    • 1 reply
    • 1.6k views
    • 
    • 12AX7
    • December 8, 2011

27. Coverage/Non-discrim for Semi-Annual Match Allocation

    By Guest Monika Zimmer, March 30, 2007
    • 2 replies
    • 1.6k views
    • 
    • ak2ary
    • April 3, 2007

28. Different Vesting and Benefits Rights & Features Testing

    By RRB, July 25, 2011
    • 0 replies
    • 1.6k views
    • 
    • RRB
    • July 25, 2011

29. No record of any review by a 401k plan's trustees during past 5 years,

    By Guest m barrett, November 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Jon Chambers
    • December 1, 1999

30. Rollover Issue

    By Guest meeh3704, September 30, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 30, 2008

31. Safe Harbor Matching - Plan Design

    By Guest TooMuchFreeTime, December 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2008

32. 415(c) limit compensation

    By Guest EBC, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Medusa
    • August 2, 2001

33. Prior year ADP and Current year ACP

    By Guest EBC, December 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 21, 1999

34. Post severance comp & match

    By MSN, March 24, 2008
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 25, 2008

35. 401(k) safe harbor -- Spin off

    By Jean, June 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • June 4, 2001

36. Using Prior Year NHCE ADP

    By Guest Jason Wioskowski, December 7, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

37. Contirbution Limits-Fiscal v Calendar year

    By Guest rmse46, November 13, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

38. Judgment a reported tax event

    By Guest RD73, June 22, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 22, 2007

39. Voluntary After-Tax Distributions

    By Nate X, June 9, 2017   

    • after-tax
    • aftertax
    • (and 1 more)

      Tagged with:

      • after-tax
      • aftertax
      • voluntary
    • 2 replies
    • 1.6k views
    • 
    • lp1965
    • June 22, 2017

40. Stopping Elective Deferrals

    By Guest philc, May 12, 2005
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 13, 2005

41. Safe Harbor or Not

    By PMC, April 9, 2009
    • 5 replies
    • 1.6k views
    • 
    • Laura Harrington
    • April 16, 2009

42. Which Plan Year

    By justatester, August 20, 2012
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • August 23, 2012

43. SOLO K Requirement Question

    By Pammie57, April 12, 2022
    • 10 replies
    • 1.6k views
    • 
    • Jakyasar
    • April 14, 2022

44. Safe Harbor Deferral Election change/notice

    By Guest Peggy806, November 8, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 9, 2010

45. Safe harbor 3% non-elective contributions - "traditional" vs "QACA"

    By Combo Program Specialist, November 13, 2019   

    • qaca
    • safe harbor
    • (and 4 more)

      Tagged with:

      • qaca
      • safe harbor
      • safe harbor 401k
      • 3%shnec
      • 3%
      • safe harbor non-elective
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 15, 2019

46. 10% early withdrawal penalty for selling all or part of the company co

    By Guest eugenew, November 20, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • November 21, 2001

47. Brokerage accounts and plan sponsor responsibility

    By ejohnke, August 29, 2023
    • 8 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 31, 2023

48. Annual additions--1 ee & 2 ers

    By Guest m thom, October 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 18, 1999

49. delayed transfer of 401(k) plan assets

    By chris, December 18, 2001
    • 5 replies
    • 1.6k views
    • 
    • Fredman
    • December 20, 2001

50. Roth Amendment

    By Dougsbpc, November 10, 2005
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • November 11, 2005