401(k) Plans

19,321 topics in this forum

1. Help with Beneficiary Designation

   By Vanessa, January 23, 2025
   • 5 replies
   • 1.4k views
   • 
   • Appleby
   • January 28, 2025

2. Help with Distributions

   By Oh so SIMPLE, July 19, 2010
   • 2 replies
   • 992 views
   • 
   • Guest
   • July 19, 2010

3. help with dual eligibility question - deferrals and non-safe harbor match

   By Roxie99, September 9, 2021
   • 2 replies
   • 550 views
   • 
   • BG5150
   • September 10, 2021

4. Help With Egttra Irs Rules For Hce's - Especially Where Account Holder

   By Guest Mike350, November 13, 2002
   • 10 replies
   • 1.9k views
   • 
   • RCK
   • November 18, 2002

5. Help with Form 5300

   By fiona1, December 4, 2009
   • 0 replies
   • 885 views
   • 
   • fiona1
   • December 4, 2009

6. Help with formula

   By Pink cupcake, May 4, 2021
   • 6 replies
   • 5k views
   • 
   • Bri
   • May 4, 2021

7. Help with QNEC calculation.

   By Guest Francie Purnell, April 25, 2001
   • 4 replies
   • 6.4k views
   • 
   • Guest
   • April 25, 2001

8. Help with regards to moving abroad and 401(k) plans

   By Guest joapepchi, June 16, 2011
   • 1 reply
   • 3k views
   • 
   • ETA Consulting LLC
   • June 17, 2011

9. Help with Summary Annual Report requirements!

   By Guest lkramer, February 6, 2002
   • 3 replies
   • 3.7k views
   • 
   • Guest
   • February 6, 2002

10. Help with TPA Error

    By Guest MaryMac, August 13, 2003
    • 8 replies
    • 2.1k views
    • 
    • ljr
    • August 15, 2003

11. Help with unsolicited distribution

    By Guest wetdog, November 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2005

12. Help with Vesting

    By DP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 22, 2004

13. HELP! Same Desk Rule Blues

    By Guest Adam1, November 7, 1998
    • 9 replies
    • 2.8k views
    • 
    • Wessex
    • November 21, 1998

14. HELP! - 401(k) Coverage Test

    By Doghouse, September 6, 2009
    • 3 replies
    • 2.5k views
    • 
    • Doghouse
    • September 8, 2009

15. Help! Audit CAP Counsel Needed

    By Guest silverwolfson, September 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • 401_4_ever
    • September 5, 2007

16. Help! Fortune 500 firm stalling distribution to designated beneficiary

    By Guest AnnaS., March 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2001

17. HELP! Quit then rehired as Consultant

    By Surfer451, July 31, 2018   

    • rehire
    • cash out
    • (and 1 more)

      Tagged with:

      • rehire
      • cash out
      • consultant
    • 4 replies
    • 2.4k views
    • 
    • Luke Bailey
    • August 1, 2018

18. Help! Runaway train! (ADP/ACP test disaster in progress)

    By Guest Hilarion, March 15, 2005
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • March 15, 2005

19. HELP! Transfer of Assets

    By Guest Phil L, November 10, 1998
    • 3 replies
    • 3.9k views
    • 
    • MWeddell
    • November 12, 1998

20. Help! What should I do? IRA Roth and 401k?

    By Guest student79, June 7, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2005

21. HELP!! With shadow 401(k), What is it and where can I get info thank

    By Guest bbaugh, September 5, 2002
    • 2 replies
    • 1.8k views
    • 
    • Steve72
    • September 5, 2002

22. Help. Confused minds want to know: Is this a controlled group?

    By Guest jcarlos, May 12, 2005
    • 11 replies
    • 1.7k views
    • 
    • R. Butler
    • May 16, 2005

23. Here's a wierd thought

    By imchipbrown, April 20, 2000
    • 12 replies
    • 1.8k views
    • 
    • Bob R
    • May 12, 2000

24. High minimum investment discriminatory??

    By Guest halka, March 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • March 6, 2003

25. Higher Match level for Non Highly than Highly

    By Guest padmin, May 15, 2006
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • May 18, 2006

26. Higher match on year end bonuses?

    By Guest tracys, November 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • November 15, 2002

27. highest allocation rate for key employee

    By Guest Suanne, September 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 21, 2004

28. Highly comp Employee Question?

    By Guest KD40, September 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2002

29. Highly comp only putting after tax money, testing required?

    By Guest Kim S., March 21, 2002
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

30. Highly Compensated

    By MBCarey, September 11, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • October 3, 2008

31. Highly Compensated / Meger Question

    By fiona1, February 9, 2004
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2004

32. Highly Compensated Employee

    By Guest Rutager, August 22, 2008
    • 10 replies
    • 3.6k views
    • 
    • K2retire
    • August 23, 2008

33. Highly Compensated Employee - Tax related.

    By Guest Rampi, March 19, 2001
    • 4 replies
    • 1.7k views
    • 
    • Richard Anderson
    • March 20, 2001

34. Highly Compensated Employee (HCE)

    By Guest AJM 34, April 13, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2007

35. Highly compensated employee definition

    By Guest phy401k, November 15, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 15, 2006

36. Highly Compensated Employee Retirement Savings

    By Guest pingilipkr, July 19, 2008
    • 12 replies
    • 3.6k views
    • 
    • masteff
    • August 5, 2008

37. Highly Compensated Employee?

    By Guest panther84, April 5, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • April 9, 2009

38. Highly Compensated Employees

    By mjf624, February 25, 2016
    • 1 reply
    • 859 views
    • 
    • Tom Poje
    • February 25, 2016

39. Highly compensated employees

    By Guest linda clement, January 6, 1999
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • January 7, 1999

40. Highly Compensated Employees

    By Guest jetfaninmn, February 13, 2006
    • 3 replies
    • 2k views
    • 
    • WDIK
    • February 13, 2006

41. HIGHLY COMPENSATED EMPLOYEES ONLY

    By jeanh, December 8, 2017
    • 16 replies
    • 3.8k views
    • 
    • K2retire
    • December 11, 2017

42. Highly Compensated in NonProfit

    By coleboy, August 6, 2014
    • 7 replies
    • 3.3k views
    • 
    • BG5150
    • November 12, 2019

43. Highly Compensated Issue

    By pmacduff, August 2, 2002
    • 3 replies
    • 1.5k views
    • 
    • MJ Hartman
    • August 5, 2002

44. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

    • highly compensated
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • January 26, 2015

45. HIre Date

    By Guest psk, August 12, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

46. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 14.1k views
    • 
    • jpod
    • June 29, 2017

47. Hiring a 401(k) administrator

    By Guest Ronnie P, June 4, 2014
    • 3 replies
    • 881 views
    • 
    • austin3515
    • June 5, 2014

48. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.2k views
    • 
    • AKconsult
    • July 2, 2017

49. Hiring someone during the year with large salary and immediate entry

    By Jakyasar, August 20, 2021
    • 7 replies
    • 695 views
    • 
    • Lou S.
    • August 23, 2021

50. Hiring temp employees

    By austin3515, April 2, 2008
    • 27 replies
    • 5.5k views
    • 
    • Guest
    • April 5, 2008