401(k) Plans

19,275 topics in this forum

1. 401(k) Safe Harbor: Nonelective 3%

   By ERISA25, July 31, 2011
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • August 1, 2011

2. 401(k) safe harbor: notice to participants

   By Guest Rob, November 17, 1998
   • 3 replies
   • 1.9k views
   • 
   • LCARUSI
   • November 18, 1998

3. 401(k) Safe Harbors Match w/ an additional forfeitable match

   By Guest RMassa, February 11, 1999
   • 3 replies
   • 1.6k views
   • 
   • david shipp
   • February 12, 1999

4. 401(k) SH change prior to plan year

   By Guest AP914, December 19, 2012
   • 2 replies
   • 795 views
   • 
   • Guest
   • December 19, 2012

5. 401(k) SH plan moves to MEP

   By jkharvey, April 9, 2014
   • 0 replies
   • 754 views
   • 
   • jkharvey
   • April 9, 2014

6. 401(k) SH, short plan year, 415 limit

   By wvbeachgirl, January 5, 2009
   • 5 replies
   • 10.4k views
   • 
   • Kevin C
   • January 5, 2009

7. 401(k) SHNEC w/ Discretionary Match

   By Guest notapensiongeek, January 5, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 6, 2009

8. 401(k) shown on W2

   By archy22, June 13, 2015   

   • w2
   • 1 reply
   • 879 views
   • 
   • Mike Preston
   • June 15, 2015

9. 401(k) SIMPLE WHERE PREVIOUS PLAN EXISTED

   By Guest JB2, February 3, 1999
   • 4 replies
   • 1.7k views
   • 
   • LCARUSI
   • February 5, 1999

10. 401(k) Small Employer - 4 F/T employees

    By Guest, August 25, 1999
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • September 1, 1999

11. 401(K) sole-proprietor with employees

    By wiiabenefits, November 7, 2017
    • 23 replies
    • 6k views
    • 
    • Mike Preston
    • November 12, 2017

12. 401(k) Spin-Off - Successor Plan Issues?

    By In-house Attorney, January 6, 2021
    • 10 replies
    • 4.1k views
    • 
    • Luke Bailey
    • January 10, 2021

13. 401(k) spinoff/plan termination

    By lexi, October 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • October 9, 2006

14. 401(k) sponsor converts to employee leasing

    By Guest Mike Kimball, May 12, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 17, 1999

15. 401(k) Spousal Consent Question

    By Guest arocket, August 17, 2006
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • August 18, 2006

16. 401(k) subsequent events disclosure

    By Sara, September 17, 2019
    • 1 reply
    • 967 views
    • 
    • Madison71
    • September 17, 2019

17. 401(k) Successor rule applies to effective date or adoption date?

    By solo401kperson, December 15, 2023
    • 1 reply
    • 629 views
    • 
    • Luke Bailey
    • December 28, 2023

18. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 15, 2001

19. 401(k) Suspension of Employer Match Notice for Non-Safe Harbor Plan

    By Guest Employee Benefits Gardener, March 25, 2009
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • March 26, 2009

20. 401(k) termination and distribution prior to sale of stock in plan spo

    By Guest EMC, November 16, 2000
    • 3 replies
    • 3.1k views
    • 
    • KJohnson
    • November 17, 2000

21. 401(k) Termination and Successor Plan

    By Guest JDL, August 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 21, 2002

22. 401(k) Testing

    By S- Milwaukee, February 24, 2015   

    • ADP test
    • 1 reply
    • 936 views
    • 
    • Lou S.
    • February 24, 2015

23. 401(k) Testing

    By Guest mjakel, December 17, 2002
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 20, 2002

24. 401(k) testing and remediation

    By Guest ojs000, January 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • January 25, 2010

25. 401(k) Testing Question

    By mschwechter, February 21, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • February 23, 2005

26. 401(k) to 403(b)

    By R. Butler, May 24, 2010
    • 0 replies
    • 835 views
    • 
    • R. Butler
    • May 24, 2010

27. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace, October 30, 2019   

    • 401(k)
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • plan termination
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 1, 2019

28. 401(k) to replace Simple IRA

    By Guest MrBoldman, February 7, 2005
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • February 11, 2005

29. 401(k) top heavy exception

    By Guest wcoleman, May 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 21, 2003

30. 401(k) Training & Certification

    By Guest Lindsay, January 11, 2005
    • 5 replies
    • 2k views
    • 
    • K-t-F
    • January 12, 2005

31. 401(k) Transfer to New Provider

    By Medusa, September 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 9, 2003

32. 401(k) transfer/withdrawal

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

33. 401(k) transferring assets

    By Guest Lisa Allen, September 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 17, 1999

34. 401(k) Transitional Rule

    By 52626, October 30, 2023
    • 5 replies
    • 652 views
    • 
    • Luke Bailey
    • November 2, 2023

35. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy, March 29, 2022
    • 10 replies
    • 3.3k views
    • 
    • Nate S
    • March 30, 2022

36. 401(k) vendors

    By Guest benefitslady, August 14, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2002

37. 401(k) vesting for classes

    By Guest Robert Lees, November 20, 1998
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • November 20, 1998

38. 401(k) Vesting Schedule Statistics

    By Guest Judy Beedy, November 10, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 10, 1999

39. 401(k) vs 403(b)

    By Guest michaelraub, January 16, 2003
    • 0 replies
    • 970 views
    • 
    • Guest
    • January 16, 2003

40. 401(k) vs. 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 7, 2000

41. 401(k) Websites

    By Guest mporterst, October 29, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 29, 2009

42. 401(k) with both participant directed accounts and a trustee directed brokerage account

    By lradimer, April 6, 2017   

    • participant directed
    • trustee directed
    • (and 3 more)

      Tagged with:

      • participant directed
      • trustee directed
      • 401k
      • brf
      • benefits rights and features
    • 1 reply
    • 741 views
    • 
    • K2
    • April 7, 2017

43. 401(k) with no NHCE deferring

    By Stash026, February 28, 2006
    • 13 replies
    • 3.9k views
    • 
    • stephen
    • March 8, 2006

44. 401(k) with QJ&SA normal form

    By Guest braindead, June 5, 2009
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • June 7, 2009

45. 401(k) with quarterly valuation. How does the plan force the retiring

    By mal, March 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • April 5, 2003

46. 401(k) with union employees

    By FJR, September 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • jaemmons
    • September 23, 2002

47. 401(k) Withdrawals

    By Guest Redchip, February 11, 1999
    • 4 replies
    • 2.1k views
    • 
    • QDROphile
    • February 12, 1999

48. 401(k) Withdrawals while still working

    By Guest blackacre, February 13, 2003
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 14, 2003

49. 401(k) withholding for work release prisoners

    By MSN, August 31, 2007
    • 0 replies
    • 1.2k views
    • 
    • MSN
    • August 31, 2007

50. 401(k) Written Plan Document

    By Guest SCUDDESLER, September 3, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 3, 2003