401(k) Plans

19,317 topics in this forum

1. Amend vesting

   By jkharvey, January 11, 2011
   • 8 replies
   • 5.2k views
   • 
   • Guest
   • January 12, 2011

2. 401k for 501c6 non-profits?

   By Guest Hipshot, March 27, 2008
   • 2 replies
   • 5.2k views
   • 
   • John Feldt ERPA CPC QPA
   • March 28, 2008

3. New Safe Harbor 401(k)

   By Dougsbpc, July 2, 2009
   • 17 replies
   • 5.2k views
   • 
   • Guest
   • July 17, 2009

4. I have to pay back 401k loan before I am eligible for re-hire?

   By Jaclyn, September 17, 2019   

   • rehire
   • terminated employee
   • 19 replies
   • 5.2k views
   • 
   • Larry Starr
   • September 20, 2019

5. Testing match contribution based on years of service

   By Guest LoloV, October 24, 2002
   • 16 replies
   • 5.2k views
   • 
   • austin3515
   • October 26, 2002

6. EE terminates from one company in control group and begins to work for

   By Guest LLandau, October 14, 2002
   • 7 replies
   • 5.2k views
   • 
   • austin3515
   • October 15, 2002

7. KYC Requirements for high volume small 401(k) Plans

   By Guest bankcompliancemanager, January 30, 2009
   • 8 replies
   • 5.2k views
   • 
   • Guest
   • February 4, 2009

8. 414(s) Comp Ratio Test

   By emmetttrudy, September 12, 2016
   • 3 replies
   • 5.2k views
   • 
   • Tom Poje
   • September 12, 2016

9. Inclusion of Ineligible employee

   By Guest emcscottey, December 17, 2006
   • 8 replies
   • 5.2k views
   • 
   • Guest
   • June 4, 2008

10. How must a 404(a)(5) Notice be delivered?

    By ldr, August 10, 2018   

    • 404(a)(5)
    • disclosure
    • 12 replies
    • 5.2k views
    • 
    • RatherBeGolfing
    • January 5, 2020

11. ADP testing controlled group

    By JPete, February 8, 2018
    • 12 replies
    • 5.2k views
    • 
    • JPete
    • February 8, 2018

12. Hardship withdrawals - non-safe harbor definition

    By Belgarath, August 12, 2013   

    • amending plan
    • 7 replies
    • 5.2k views
    • 
    • Belgarath
    • August 13, 2013

13. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 5.2k views
    • 
    • Bill Presson
    • February 25, 2014

14. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • October 24, 2003

15. QDRO

    By austin3515, February 19, 2015
    • 28 replies
    • 5.2k views
    • 
    • mbozek
    • February 24, 2015

16. Creative Top Heavy Solutions

    By ldr, June 25, 2018   

    • top heavy
    • minimum contribution
    • (and 3 more)

      Tagged with:

      • top heavy
      • minimum contribution
      • key
      • non-key
      • top heavy test
    • 35 replies
    • 5.2k views
    • 
    • Tom Poje
    • July 13, 2018

17. Unexecuted plan documents

    By KJ Theo, June 7, 2018
    • 21 replies
    • 5.2k views
    • 
    • Luke Bailey
    • June 13, 2018

18. 401k for passthrough LLC

    By Guest markol, December 4, 2008
    • 12 replies
    • 5.2k views
    • 
    • QDROphile
    • December 5, 2008

19. FMLA

    By austin3515, April 23, 2007
    • 5 replies
    • 5.2k views
    • 
    • JanetM
    • April 23, 2007

20. SAR for eligible participants

    By Belgarath, October 9, 2017
    • 14 replies
    • 5.2k views
    • 
    • Bird
    • October 18, 2017

21. Loan default

    By Guest 401kWorker, December 13, 2002
    • 8 replies
    • 5.2k views
    • 
    • austin3515
    • December 15, 2002

22. Separation of Service & Rehire

    By Guest benefitsanalyst, April 27, 2004
    • 20 replies
    • 5.2k views
    • 
    • JanetM
    • April 30, 2004

23. Safe-harbor plan with a CODA

    By Guest Bruce Bonanomi, April 7, 2006
    • 3 replies
    • 5.2k views
    • 
    • Bill Presson
    • April 8, 2006

24. Match Allocations and Annual Compensation Limits

    By King of Queens, June 9, 2020
    • 12 replies
    • 5.2k views
    • 
    • EagerToKnow
    • October 13, 2021

25. Possible forged spouse signature

    By Guest Kriso, October 29, 2003
    • 12 replies
    • 5.2k views
    • 
    • doombuggy
    • November 11, 2003

26. Who is eligible for Indivisual/Solo 401(k) plan?

    By jane123, December 10, 2004
    • 10 replies
    • 5.2k views
    • 
    • E as in ERISA
    • December 13, 2004

27. Is normal retirement age a protected benefit?

    By Guest UKH, April 9, 2001
    • 2 replies
    • 5.2k views
    • 
    • david rigby
    • April 9, 2001

28. Definition of Compensation for ADP-ACP Test

    By Guest CRM, September 25, 2009
    • 2 replies
    • 5.2k views
    • 
    • MWeddell
    • September 25, 2009

29. excluding per diem employees

    By betheeg, October 6, 2006
    • 3 replies
    • 5.2k views
    • 
    • Locust
    • October 12, 2006

30. Completing the Form 5330

    By Guest mrtnoc, October 9, 2013   

    • 5330
    • late deferrals
    • 2 replies
    • 5.1k views
    • 
    • 401QUE
    • December 26, 2013

31. Former participant requests SPD and 5500

    By Guest jms370, April 9, 2002
    • 7 replies
    • 5.1k views
    • 
    • pjkoehler
    • April 11, 2002

32. Dual-Qualified Plan In Puerto Rico

    By metsfan026, August 26, 2022
    • 6 replies
    • 5.1k views
    • 
    • Peter Gulia
    • September 8, 2022

33. Safe Harbor-- terminated employees

    By abanky, December 24, 2003
    • 1 reply
    • 5.1k views
    • 
    • Mike Preston
    • December 24, 2003

34. Roth conversions within 401(k)

    By Guest KRS401k, September 15, 2010
    • 28 replies
    • 5.1k views
    • 
    • masteff
    • October 26, 2010

35. Pay in lieu of notice

    By 7806akp, December 27, 2016
    • 15 replies
    • 5.1k views
    • 
    • ETA Consulting LLC
    • December 29, 2016

36. ADP/ACP refunds taxable in current year regardless of timing of refund

    By Pension Nerd, September 12, 2007
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 13, 2007

37. Distributions to foreign citizens

    By Guest PeterGulia, December 7, 1999
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • December 7, 1999

38. Deemed loan or loan offset?

    By FundeK, February 6, 2004
    • 4 replies
    • 5.1k views
    • 
    • Appleby
    • February 6, 2004

39. Self-directed Brokerage Option

    By Guest Hunter, November 4, 1998
    • 15 replies
    • 5.1k views
    • 
    • Jon Chambers
    • January 2, 2002

40. Fees -Nationwide

    By k man, January 22, 2002
    • 23 replies
    • 5.1k views
    • 
    • Guest
    • October 24, 2002

41. Confused Self Directed Solo 401k Plan - Trust vs Custodial Account

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 5.1k views
    • 
    • austin3515
    • January 12, 2016

42. Statutory Entry Requirements

    By emmetttrudy, September 28, 2012
    • 10 replies
    • 5.1k views
    • 
    • BG5150
    • October 1, 2012

43. Payroll Deferral Election Changes

    By Gadgetfreak, June 17, 2011
    • 7 replies
    • 5.1k views
    • 
    • Guest
    • June 20, 2011

44. Plan Restatement when change of TPA/Custodian

    By legort69, January 19, 2005
    • 23 replies
    • 5.1k views
    • 
    • mbozek
    • January 25, 2005

45. 401k match with private company stock?

    By Guest KathyL, August 26, 1998
    • 5 replies
    • 5.1k views
    • 
    • Jon Chambers
    • September 10, 1998

46. Marijuana Dispensary

    By austin3515, November 1, 2017
    • 24 replies
    • 5.1k views
    • 
    • RatherBeGolfing
    • March 22, 2019

47. 401K Loan - How Is Prime Interest Rate Determined?

    By R. Scott, November 12, 2024
    • 2 replies
    • 5.1k views
    • 
    • Paul I
    • November 13, 2024

48. Employer Contributions for SIMPLE to 401(k) SECURE 2.0

    By justanotheradmin, January 31, 2024
    • 30 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2025

49. triple safe harbor match

    By eilano, June 29, 2006
    • 15 replies
    • 5.1k views
    • 
    • ak2ary
    • October 26, 2006

50. Negative Enrollments

    By Guest JB2, September 9, 1998
    • 1 reply
    • 5.1k views
    • 
    • LCARUSI
    • September 9, 1998