401(k) Plans

19,275 topics in this forum

1. Key Employee Question

   By Guest jefe96, February 11, 2005
   • 8 replies
   • 1.5k views
   • 
   • austin3515
   • February 12, 2005

2. Harship Distribution

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

3. < $5,000 involuntary cashouts with decline in market.

   By Guest Diane DuFresne, April 11, 2001
   • 3 replies
   • 1.5k views
   • 
   • RCK
   • April 11, 2001

4. ADP and Prior Year Compensation with a Multiple Employer Plan

   By Guest aferris, December 4, 2002
   • 1 reply
   • 1.5k views
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   • Archimage
   • December 5, 2002

5. GUST and EGTRA plan restatments for a terminated plan

   By Guest smhjr, March 22, 2002
   • 2 replies
   • 1.5k views
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   • mbozek
   • March 24, 2002

6. Discontinue add'l fixed match in SH plan

   By Guest GandJ, April 19, 2006
   • 2 replies
   • 1.5k views
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   • Guest
   • April 21, 2006

7. List of Advantages, Disadvantages of Daily

   By Guest FREE401k, December 31, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • December 31, 2001

8. Disaggregation

   By EBDI, February 10, 2012
   • 2 replies
   • 1.5k views
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   • EBDI
   • February 14, 2012

9. Question on excise taxes

   By Guest BillClinton, October 10, 2002
   • 4 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 10, 2002

10. Statutory Exclusions when one Company buys another

    By Guest Richard Scheer, February 15, 2001
    • 1 reply
    • 1.5k views
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    • Bob R
    • February 16, 2001

11. Vesting

    By Guest carsca, February 7, 2002
    • 2 replies
    • 1.5k views
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    • actuarysmith
    • February 8, 2002

12. 100% match coupled with a SH match

    By K-t-F, June 20, 2023
    • 12 replies
    • 1.5k views
    • 
    • Bird
    • June 26, 2023

13. ADP question

    By Guest Gibson, May 15, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2001

14. Terminating Plan

    By PFranckowiak, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • PFranckowiak
    • September 24, 2009

15. Outstanding loans and deferrals

    By tertue, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 2, 2013

16. Separate plans for HCE and NHCE

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 10, 2013

17. QSLOB and service between employers

    By BW, December 4, 2014
    • 5 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 5, 2014

18. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • June 6, 2012

19. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • December 1, 2004

20. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 26, 2004

21. Multiple Emploer/Safe Harbor

    By Guest Giovanni, May 4, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2005

22. EPCRS - Match on Missed Derferral Opportunity

    By austin3515, August 30, 2016
    • 7 replies
    • 1.5k views
    • 
    • 401 Chaos
    • May 29, 2018

23. Retroactive amendment to increase contribution limits

    By Guest Guanoman, March 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 12, 2004

24. Catch-Up: Universal Availability and Union Plans

    By Guest Lex, June 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 13, 2002

25. 401 k audit question

    By Guest flpensionguy, April 30, 2009
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • April 30, 2009

26. Corrective QNECs and ADP test

    By Guest ghutson, March 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 8, 2007

27. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

    By KJohnson, December 21, 2000
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • December 21, 2000

28. Matching employee after-tax contributions in a Safe Harbor plan

    By Guest koolkidd, October 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2004

29. Dumb loan question

    By FJR, August 9, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • August 10, 2005

30. Eligibility

    By Guest elang, September 1, 2011
    • 8 replies
    • 1.5k views
    • 
    • ESOP Guy
    • September 1, 2011

31. Plan design question

    By SteveH, August 17, 2006
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • August 18, 2006

32. deferrals not authorized by employee

    By k man, February 11, 2009
    • 6 replies
    • 1.5k views
    • 
    • XTitan
    • February 13, 2009

33. Can an individual without an EIN set up a plan?

    By AKconsult, December 26, 2018
    • 15 replies
    • 1.5k views
    • 
    • FPGuy
    • January 2, 2019

34. Eligibility for deferrals and safe harbor match - brain freeze & need a hand

    By Guest Ducks, November 12, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 12, 2004

35. Relabeling Contributions

    By Guest mountsouthpaw, March 31, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 2008

36. Mewa

    By Guest hturneri, August 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 13, 2001

37. PPA inherited IRA: Plan policy notification requirments?

    By Guest jackstpaul, January 16, 2007
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 17, 2007

38. Safe Harbor Plans-Prior Money Vesting

    By Guest Jeff P, November 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • November 24, 1999

39. Distributions and Eligibility

    By Guest russo40, July 31, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 1, 2001

40. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC, September 8, 2020
    • 8 replies
    • 1.5k views
    • 
    • acm_acm
    • September 10, 2020

41. Roth IRA to Roth 401(k)

    By Guest Clain, January 23, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • January 23, 2006

42. MRD Waiver for Non-Owners

    By Guest kgsingletary, May 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2002

43. State of Denial

    By Guest GW, December 29, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 1998

44. Employee's salary reduction - employer contribution or employee contri

    By Guest PALAWYER, July 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • July 21, 1999

45. 401k Plan under same Insurance Contract as 403b

    By austin3515, April 23, 2013
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • April 25, 2013

46. Hardship - Loans First?

    By austin3515, July 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • July 15, 2010

47. Loan - Deemed Distribution

    By Guest InfoSeeker, March 10, 2004
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • March 12, 2004

48. ADP Test for first plan year

    By Guest Sara H, December 29, 1998
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 29, 1998

49. Increasing Deferral Rates by Employees

    By Guest Tracy, June 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 16, 1999

50. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 25, 2009