401(k) Plans

19,321 topics in this forum

1. Hardships and Rehire

   By 52626, March 30, 2017
   • 2 replies
   • 695 views
   • 
   • 52626
   • March 30, 2017

2. Hardships and Special Tax Notice

   By austin3515, October 10, 2011
   • 4 replies
   • 2.3k views
   • 
   • doombuggy
   • October 17, 2011

3. Hardships for terminated people

   By Brian Gallagher, January 23, 2004
   • 5 replies
   • 2.2k views
   • 
   • mbozek
   • January 24, 2004

4. Hardships Not Allowed From Safe Harbor Plans

   By sdix401k, September 28, 2004
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • September 29, 2004

5. hardships not eligible for rollover

   By Guest sbavely, December 7, 1998
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • October 27, 1999

6. Hardships not eligible for Rollover

   By Guest Frank Jackson, September 15, 1998
   • 4 replies
   • 4.6k views
   • 
   • david shipp
   • September 16, 1998

7. Hardships protected?

   By Guest jmlumpkin, May 25, 2006
   • 2 replies
   • 1.8k views
   • 
   • Belgarath
   • May 25, 2006

8. Hardships versus a Loan

   By PainPA, October 15, 2007
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • October 15, 2007

9. Hardships with Multiple plans

   By Guest Powers, June 20, 2008
   • 4 replies
   • 1.6k views
   • 
   • masteff
   • June 20, 2008

10. Hardships: safe-harbor v facts & circumstances question???

    By Guest Philip Simpkins, November 25, 1998
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • November 25, 1998

11. Harship Distribution

    By Jilliandiz, May 1, 2006
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • May 1, 2006

12. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.7k views
    • 
    • WDIK
    • June 2, 2009

13. Harship suspension and testing compensation

    By Guest andmik, February 21, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 21, 2008

14. Harship Withdrawal

    By Guest awallace, May 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2000

15. Has a SIMPLE and wants a 401(k)

    By Jim Chad, July 26, 2013
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 29, 2013

16. Has anyone combined a 401(k) plan and a nonqualified "wrap-around

    By Guest, December 14, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 2000

17. Has anyone dealt with a third party Employer of Record for hiring residents of another country, such as the UK?

    By jkharvey, March 22, 2024
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • March 25, 2024

18. Has anyone ever used recharacterization to correct an ADP test? If so,

    By John A, May 4, 2000
    • 2 replies
    • 2k views
    • 
    • Ervin Barham
    • May 11, 2000

19. Has anyone had any experience with amending a 401(k) plan so that all

    By Guest TW2000, September 18, 2000
    • 23 replies
    • 5.9k views
    • 
    • KJohnson
    • October 10, 2000

20. Has anyone seen the official annual limitations for 2001?

    By Felicia, November 2, 2000
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • November 21, 2000

21. Have a profit sharing plan question

    By Guest DonnaF, May 17, 2011
    • 10 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 19, 2011

22. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • FJR
    • January 31, 2003

23. Have you ever requested/been granted a VCR pre-submission conferece?

    By Guest Joseph Delgado, March 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2001

24. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 898 views
    • 
    • Belgarath
    • October 1, 2020

25. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 5k views
    • 
    • BG5150
    • November 17, 2020

26. HCE

    By Guest Jenn, May 6, 2003
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • May 6, 2003

27. HCE

    By mehmgo, March 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • March 6, 2012

28. HCE - Look back Period?

    By Guest jkrad, October 10, 2003
    • 1 reply
    • 2.1k views
    • 
    • ccassetty
    • October 10, 2003

29. HCE - Okay to have late deferrals?

    By Guest Michael Anderson, September 21, 2005
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 21, 2005

30. HCE -- top paid group tie breakers

    By Guest SWH, March 28, 2008
    • 18 replies
    • 5.4k views
    • 
    • BG5150
    • March 31, 2008

31. HCE Aggregation and Coverage Transition

    By Gruegen, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • October 15, 2003

32. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy, February 4, 2021
    • 0 replies
    • 368 views
    • 
    • compliancecrazy
    • February 4, 2021

33. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.1k views
    • 
    • MoShawn
    • June 18, 2008

34. HCE and Current Year Testing Method

    By Guest think2much, December 12, 2006
    • 4 replies
    • 3k views
    • 
    • Tom Poje
    • April 13, 2007

35. HCE and Employer Match

    By Guest think2much, January 8, 2008
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • January 9, 2008

36. HCE and Initial Plan Year

    By Guest Tara Curran, September 10, 2002
    • 10 replies
    • 2.4k views
    • 
    • Earl
    • September 17, 2002

37. HCE and Key Employee Question?

    By Guest KD40, November 18, 2002
    • 5 replies
    • 2.9k views
    • 
    • kocak
    • November 18, 2002

38. HCE and union member

    By lexi, May 14, 2007
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • May 14, 2007

39. HCE by right to acquire stock

    By Blinky the 3-eyed Fish, February 11, 2004
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 12, 2004

40. HCE calculation - non-calendar plan year

    By Guest Achilles, February 10, 2004
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 10, 2004

41. HCE calculation following a merger

    By Guest Hadden2001, December 6, 2001
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 7, 2001

42. HCE Carve Outs For Safe Harbor 401(k) Plan

    By Barry Levy, June 25, 2021
    • 4 replies
    • 926 views
    • 
    • austin3515
    • June 28, 2021

43. HCE catch up and IRA contributions

    By jmartin, August 25, 2011
    • 2 replies
    • 1.6k views
    • 
    • jevd
    • August 25, 2011

44. HCE compensation W-2 vs. 1099 income

    By Guest TLCPension, February 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 10, 2003

45. HCE compensation based on current year

    By AdKu, November 22, 2016
    • 2 replies
    • 582 views
    • 
    • AdKu
    • December 1, 2016

46. HCE compensation clarity request...

    By Beltane, February 21, 2013
    • 3 replies
    • 1.6k views
    • 
    • movedon
    • February 22, 2013

47. HCE Compensation from aquired company

    By Guest C Kampen, March 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2000

48. HCE counted as eligible for deferral?

    By Guest arlrads, August 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 4, 2003

49. HCE Counts for testing

    By Guest enough, April 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 14, 2007

50. HCE Deferral Changes to Pass ADP

    By Guest Juice, September 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • Wessex
    • September 9, 1999