401(k) Plans

19,275 topics in this forum

1. Definition of Comp failed

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

2. 404(a)(5)

   By Madison71, June 25, 2018
   • 7 replies
   • 1.5k views
   • 
   • Bird
   • June 28, 2018

3. 10% excise tax penalty

   By Guest lindamichals, March 28, 2011
   • 3 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • March 28, 2011

4. new comparability and partners

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

5. Statistics on Participation in 401(k) Plans

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

6. Unanticipated 401K Fees

   By Guest chuck53, September 11, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 11, 2001

7. Control Groups & Foreign Subsidiaries

   By vintagelemon, August 22, 2024
   • 9 replies
   • 1.5k views
   • 
   • Paul I
   • August 27, 2024

8. Can participant simply choose to stop making repayments on loan from plan?

   By Guest rocnrols2, September 22, 2003
   • 4 replies
   • 1.5k views
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   • QDROphile
   • September 22, 2003

9. Prefunding

   By Guest mk2308, May 6, 2005
   • 4 replies
   • 1.5k views
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   • R. Butler
   • May 11, 2005

10. Can safe harbor contributions be turned off/on, year to year?

    By Santo Gold, September 24, 2006
    • 4 replies
    • 1.5k views
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    • Guest
    • September 25, 2006

11. SH Cnt & Otherwise Excludable Employees

    By Guest LoloV, January 25, 2005
    • 2 replies
    • 1.5k views
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    • Guest
    • January 25, 2005

12. Vacation pay contributed to k instead of lost

    By Erik Read, March 30, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 30, 2006

13. H'ship WD/12-Month Suspension/Stock Options

    By Guest jgferrei, February 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 10, 1999

14. Leased Employees and HCE determination

    By Guest andmik, April 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 30, 2001

15. BRF test for merged plan

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

16. Top Heavy Question

    By kocak, February 28, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • March 2, 1999

17. Owner gives back his salary

    By ratherbereading, March 25, 2019
    • 15 replies
    • 1.5k views
    • 
    • JamesK
    • March 28, 2019

18. Simple 401(k) Plans

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

19. Retirees, Working but not Much

    By Mr Bagwell, May 21, 2018   

    • retirees
    • 15 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 23, 2018

20. In-Service Distribution

    By austin3515, March 10, 2010
    • 11 replies
    • 1.5k views
    • 
    • BG5150
    • March 10, 2010

21. Missed Deferral and Match

    By Guest 401knewbie, March 14, 2007
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 15, 2007

22. Admin for 9/30/02 plan year end

    By FJR, September 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • FJR
    • September 17, 2002

23. Any subsequent deadline for returning 402(g) excess if April 15 deadli

    By John A, December 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • December 4, 1999

24. How do you properly determine a participants vested percentage?

    By Guest Dan Kutzke, November 14, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2000

25. Withholding as Pretax for 2022 when should have been Roth

    By Tom, March 7, 2023
    • 4 replies
    • 1.5k views
    • 
    • Bruce1
    • December 11, 2024

26. removal of participating employer who is no longer related

    By WCC, September 8, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • September 8, 2020

27. Highly Compensated Issue

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

28. Reverse discrimination in safe harbor plan

    By Guest JPIngold, October 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2014

29. first year safe harbor

    By wsp, November 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 7, 2006

30. Top heavy safe harbor plan

    By Guest Melissa Winslow, June 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • June 7, 2002

31. ACP TESTING

    By Guest Dennis, April 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 1999

32. In and out of Safe Harbor year to year

    By Guest BJContreary, November 27, 1998
    • 7 replies
    • 1.5k views
    • 
    • Dowist
    • September 15, 1999

33. Age-weighted PSP in Floor/offset

    By Guest Ddalk, April 25, 2003
    • 8 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 29, 2003

34. Safe Harbor 3% non elevtive with additional match

    By Richard Anderson, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 25, 2007

35. Contribution Deadlines

    By Guest RJM, December 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 19, 2000

36. Short Serviced Employee

    By Dennis Povloski, March 22, 2011
    • 5 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • March 23, 2011

37. Employer Stock in a Conduit IRA

    By Guest mam, June 23, 2000
    • 4 replies
    • 1.5k views
    • 
    • LCARUSI
    • June 30, 2000

38. Severance pay and deferrals

    By Guest Peggy806, July 8, 2009
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 8, 2009

39. Stopping Non-Elective Safe Harbor contribuitons

    By Fisher, February 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 21, 2007

40. Discretionary Matches and ACP Test Safe Harbor

    By davef, December 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 7, 1999

41. Time period for contacting terminated employee

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

42. ERISA Paper Topic

    By Guest edelain, October 18, 2006
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 19, 2006

43. How many times can a plan be amended before it must be restated?

    By billfgrady, July 1, 2004
    • 3 replies
    • 1.5k views
    • 
    • g8r
    • July 2, 2004

44. Employee 401(k) as an Employer Contribution

    By Bri, June 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 7, 2001

45. Is there a way around match limits?

    By Guest kg78, December 9, 2008
    • 8 replies
    • 1.5k views
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    • GMK
    • December 10, 2008

46. merger safe harbor plan and non safe harbor plan

    By k man, August 3, 2009
    • 2 replies
    • 1.5k views
    • 
    • k man
    • August 5, 2009

47. Plan Administration Commitee Membership

    By Guest EEC, July 30, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 31, 2002

48. Existing P/S with Coda and Match Provision. Plan Fails ADP/ACP Refund

    By Guest ROB VIDOVICH, January 11, 2002
    • 3 replies
    • 1.5k views
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    • Tom Poje
    • January 11, 2002

49. My tax bracket

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

50. Missing assets found plan termed 2 years ago

    By Guest padmin, April 23, 2005
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • April 26, 2005