401(k) Plans

19,321 topics in this forum

1. Association MEP Eligible Employer

   By Purplemandinga, December 28, 2020
   • 9 replies
   • 1.5k views
   • 
   • Peter Gulia
   • January 7, 2021

2. Non-Spouse Beneficiary

   By Nassau, September 2, 2011
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • September 2, 2011

3. 401(k) plan for a town?

   By MR, April 4, 2002
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • April 4, 2002

4. Question on excise taxes

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

5. controlled group member adopts prototype but participates in a different plan

   By k man, March 12, 2004
   • 5 replies
   • 1.5k views
   • 
   • k man
   • March 15, 2004

6. Terminating Plan

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

7. Multiple Employer PEO 401(k) Plan with Top Heavy Failure

   By Guest gjfowler, September 9, 2002
   • 1 reply
   • 1.5k views
   • 
   • alanm
   • September 9, 2002

8. Never contributed the Match

   By Guest Giovanni, March 7, 2005
   • 6 replies
   • 1.5k views
   • 
   • E as in ERISA
   • March 7, 2005

9. BRF test for merged plan

   By Guest SHC, April 4, 2007
   • 1 reply
   • 1.5k views
   • 
   • rlb64
   • April 6, 2007

10. Definition of Comp failed

    By 30Rock, December 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • December 29, 2010

11. 103(a)(3)(c) audit - Not all investments certified

    By Taffy Auditor, February 28, 2023
    • 2 replies
    • 1.5k views
    • 
    • gabrielnm13
    • August 27, 2024

12. < $5,000 involuntary cashouts with decline in market.

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

13. Statistics on Participation in 401(k) Plans

    By CLE401kGuy, October 12, 2016
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 12, 2016

14. Roth contributions made to plan from employee bank account

    By Pixie, August 14, 2023
    • 5 replies
    • 1.5k views
    • 
    • SwimmingInBowelsOfERISA
    • August 14, 2023

15. Simple 401(k) Plans

    By Guest JHamilton, November 14, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 1998

16. Time period for contacting terminated employee

    By Guest Kiel, November 24, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 24, 1998

17. Two 415 limits and Stock Attribution

    By John Feldt ERPA CPC QPA, February 20, 2006
    • 2 replies
    • 1.5k views
    • 
    • ak2ary
    • February 21, 2006

18. Reverse Match

    By Guest Thornton, May 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • May 7, 1999

19. Implication of Eligibility Amendment

    By Stash026, May 3, 2021
    • 4 replies
    • 1.5k views
    • 
    • Gilmore
    • May 3, 2021

20. 401(k) changes: A sound move for our company?

    By Guest afcjags, June 22, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • June 27, 2007

21. ADP question

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

22. Continuing to defer after hardship distribution.

    By Guest Thornton, June 22, 1999
    • 1 reply
    • 1.5k views
    • 
    • Spencer
    • June 25, 1999

23. Key Employee Question

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

24. single participant plan mistakenly deposited contributions to the wron

    By Stevo-PDX, July 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 31, 2002

25. new comparability and partners

    By Chippy, December 28, 2015
    • 10 replies
    • 1.5k views
    • 
    • QDROphile
    • December 28, 2015

26. Deduction Limits

    By Fred Payne, July 12, 2001
    • 4 replies
    • 1.5k views
    • 
    • Fred Payne
    • July 12, 2001

27. Is he a more than 5% owner?

    By Soundbc1, February 12, 2024
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 12, 2024

28. Power of receiver to amend a 401(k) plan?

    By masteff, November 6, 2015
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • November 24, 2015

29. RMDs not taken due to family attribution error

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

30. Statutory Exclusions when one Company buys another

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

31. Hardship Amount Available?

    By rr_sphr, June 13, 2019
    • 6 replies
    • 1.5k views
    • 
    • Pam Shoup
    • June 14, 2019

32. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 13, 2020

33. Using plan assets to pay consulting fees

    By Guest April Smith, February 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2005

34. 401 k audit question

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

35. 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

36. Outstanding loans and deferrals

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

37. My tax bracket

    By Guest Wedge1, May 5, 2007
    • 3 replies
    • 1.5k views
    • 
    • wsp
    • May 7, 2007

38. Eligibility

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

39. HCE in MEP

    By J Simmons, February 16, 2008
    • 1 reply
    • 1.5k views
    • 
    • Below Ground
    • February 17, 2008

40. GUST and EGTRA plan restatments for a terminated plan

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

41. CARES Act loan repayments/deemed distribution

    By Ian, July 30, 2020
    • 8 replies
    • 1.5k views
    • 
    • Ian
    • July 31, 2020

42. PPA inherited IRA: Plan policy notification requirments?

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

43. PLAN DOCUMENT REQUIREMENTS FOR ELECTIONS NOT TO PARTICIPATE

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

44. Missed Deferral Opportunity

    By Gilmore, December 14, 2019
    • 4 replies
    • 1.5k views
    • 
    • Bri
    • January 23, 2023

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

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

46. Distributions and Eligibility

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

47. 401k Hardship

    By Guest JimD, August 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 22, 2001

48. Roth IRA to Roth 401(k)

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

49. Failing gateway test but passing rate groups and ABT

    By Pixie, February 2, 2018   

    • gateway
    • cross testing
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • February 5, 2018

50. deferrals not authorized by employee

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