401(k) Plans

19,321 topics in this forum

1. Are Wages Exempt from Tax Withholding Plan Comp Under 3401(a)?

   By PensionPro, February 19, 2019
   • 3 replies
   • 1.1k views
   • 
   • duckthing
   • February 21, 2019

2. Forfeiture Account Use

   By khn, October 24, 2025
   • 3 replies
   • 713 views
   • 
   • Pam Shoup
   • October 27, 2025

3. 402(g) Limit

   By Guest TimO, June 24, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • June 26, 2003

4. LLC & 401(k) if LLC opts to pay taxes as partnership

   By Guest jusducki, March 16, 2005
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • March 21, 2005

5. Prefunded PS

   By PFranckowiak, October 14, 2011
   • 3 replies
   • 1k views
   • 
   • Bill Presson
   • October 14, 2011

6. Controlled Group - Spouse Attribution

   By ERISA13, October 21, 2014
   • 3 replies
   • 1.9k views
   • 
   • Calavera
   • October 23, 2014

7. 401k Plan Termination Date in Acquisition

   By kmhaab, July 17, 2017
   • 3 replies
   • 1.9k views
   • 
   • kmhaab
   • July 18, 2017

8. Short Plan Year

   By Guest JBarn, September 15, 1999
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 16, 1999

9. 415 limit for employee of multiple employers

   By Guest RS Vatalaro, January 7, 2000
   • 3 replies
   • 4.5k views
   • 
   • John A
   • January 10, 2000

10. Secure 2.0 Section 603 - striking subparagraph (c)

    By WCC, January 25, 2023
    • 3 replies
    • 607 views
    • 
    • Lois Baker
    • January 26, 2023

11. Need a good Plan document!

    By Guest FREE401k, May 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • May 10, 2001

12. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 6, 2003

13. Formula Wording in Document

    By Guest amm19, June 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

14. Frequency of Paper Statements?

    By Guest jmarini, August 6, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2003

15. Key employee definition under EGTRRA

    By Brenda Wren, November 19, 2003
    • 3 replies
    • 1.4k views
    • 
    • Alf
    • November 19, 2003

16. Rollover from UK plan to US plan permitted ?

    By Guest halka, March 11, 2004
    • 3 replies
    • 2k views
    • 
    • mbozek
    • March 12, 2004

17. Employer never withheld deferrals but deposited the $$ anyhow

    By Guest esi-jht, July 24, 2006
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 25, 2006

18. Loans and Plan Termination

    By Guest cgeslak, April 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 19, 2007

19. Plan spin-off - full vesting possible?

    By Guest Troy S., July 18, 2007
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • July 18, 2007

20. Is it allowable to have a match provided to only first year employees?

    By 401king, April 25, 2012
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • April 25, 2012

21. auto enrollment and rehires

    By K2retire, October 17, 2012
    • 3 replies
    • 4.9k views
    • 
    • BG5150
    • October 18, 2012

22. Amending SH effective date

    By BG5150, August 6, 2019
    • 3 replies
    • 515 views
    • 
    • Mike Preston
    • August 6, 2019

23. What is the Plan Entry Date when Immediate but requires 12 months and 500 hours

    By Megandps, June 25, 2021
    • 3 replies
    • 717 views
    • 
    • BG5150
    • June 28, 2021

24. Investing 401(k) contributions

    By Guest nday, September 14, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

25. Mandatory Arbitration In Pension Plans

    By Randy Watson, March 16, 2005
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • March 16, 2005

26. Dividends in ESOP within 401(k) Plan

    By RCK, March 18, 2006
    • 3 replies
    • 2.2k views
    • 
    • RCK
    • March 22, 2006

27. Law firm wants to Modify W-2 definition of Compensation in a SafeHarbor Match Plan

    By CharlesLeggette, December 30, 2013
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • December 30, 2013

28. Payroll Vendor erroneously stopped HCE 401k+catch-up at $18k

    By cheersmate, March 4, 2016   

    • 401k correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k correction
      • safe harbor
      • 401k safe harbor
    • 3 replies
    • 1.4k views
    • 
    • BeginnersLuck
    • April 10, 2016

29. Hurricane Irma - Clients in Florida

    By rblum50, September 13, 2017
    • 3 replies
    • 533 views
    • 
    • RatherBeGolfing
    • September 13, 2017

30. Changes to safe harbor 401(k)

    By Guest mberk, November 25, 1998
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 29, 1998

31. mergers

    By Guest susan w, September 8, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 1999

32. ACP test - last day requirement for match contribution

    By Guest irenes, September 1, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2000

33. ADP-ACP failure - owners on K-1 income

    By pmacduff, March 6, 2025
    • 3 replies
    • 997 views
    • 
    • C. B. Zeller
    • March 6, 2025

34. Gramm-Leach-Bliley Privacy Notices and 401(k) Plans

    By Guest T C Farnam, June 1, 2001
    • 3 replies
    • 2.2k views
    • 
    • Jon Chambers
    • June 1, 2001

35. 415 under EGTRRA

    By Guest JBlair, June 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 30, 2001

36. Disposition of Forfeitures

    By austin3515, September 23, 2002
    • 3 replies
    • 2.2k views
    • 
    • austin3515
    • September 27, 2002

37. Testing Issues - Multiple to Single Employer Plan

    By SRM, April 15, 2004
    • 3 replies
    • 1.5k views
    • 
    • alanm
    • April 27, 2004

38. Age Based Tiered Match

    By Guest IRISH79, June 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • June 18, 2007

39. Title I Plan?

    By Guest notapensiongeek, February 26, 2008
    • 3 replies
    • 1k views
    • 
    • Guest
    • February 26, 2008

40. ACP Safe Harbor hardship withdrawal

    By PMC, May 21, 2008
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • May 27, 2008

41. Permissable match allocation

    By Guest Margaret25, March 4, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 6, 2010

42. Client that is a bank

    By austin3515, October 18, 2010
    • 3 replies
    • 972 views
    • 
    • austin3515
    • October 18, 2010

43. How much is the covered compensation?

    By RayJJohnsonJr, March 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 26, 2012

44. Employee Fund Allocations

    By coleboy, March 1, 2021
    • 3 replies
    • 601 views
    • 
    • EPCRSGuru
    • March 2, 2021

45. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage, October 22, 2021
    • 3 replies
    • 828 views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2021

46. "Discrimination within NHCE & HCE"

    By Bruce1, March 6, 2025
    • 3 replies
    • 761 views
    • 
    • Artie M
    • March 6, 2025

47. disability payments in 401k

    By FJR, August 6, 2001
    • 3 replies
    • 4.9k views
    • 
    • MGB
    • August 6, 2001

48. OK to include working HCE in testing even though he has no compensation?

    By kmciver, September 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • kmciver
    • September 19, 2003

49. multiple employer 401(k) paln

    By Guest JBeck, April 7, 2005
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 8, 2005

50. Trustee of Plan Dies

    By jkdoll2, November 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • November 7, 2009