401(k) Plans

19,321 topics in this forum

1. Can employee/children of self employed individual be covered under a m

   By Guest dcranage, August 7, 2000
   • 1 reply
   • 1.5k views
   • 
   • LCARUSI
   • August 7, 2000

2. Loan - Deemed Distribution

   By Guest InfoSeeker, March 10, 2004
   • 3 replies
   • 1.5k views
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   • JanetM
   • March 12, 2004

3. Retroactive amendment to increase contribution limits

   By Guest Guanoman, March 11, 2004
   • 2 replies
   • 1.5k views
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   • Guest
   • March 12, 2004

4. Catch-Up: Universal Availability and Union Plans

   By Guest Lex, June 12, 2002
   • 1 reply
   • 1.5k views
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   • Guest
   • June 13, 2002

5. Relabeling Contributions

   By Guest mountsouthpaw, March 31, 2008
   • 5 replies
   • 1.5k views
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   • Guest
   • April 2, 2008

6. maximum contribution levels 2001

   By Guest DDDlump, February 22, 2002
   • 2 replies
   • 1.5k views
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   • Mike Preston
   • February 23, 2002

7. Mewa

   By Guest hturneri, August 13, 2001
   • 1 reply
   • 1.5k views
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   • Guest
   • August 13, 2001

8. Increasing Deferral Rates by Employees

   By Guest Tracy, June 14, 1999
   • 4 replies
   • 1.5k views
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   • Tom Poje
   • June 16, 1999

9. Investment Company TPA Fees - 408 - Req'd Info Unavail.

   By BeanCounterBlues, October 20, 2008
   • 3 replies
   • 1.5k views
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   • BeanCounterBlues
   • October 22, 2008

10. Practical Problem

    By austin3515, September 1, 2010
    • 8 replies
    • 1.5k views
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    • rcline46
    • September 3, 2010

11. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.5k views
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    • Guest
    • February 25, 2009

12. Eligibility - Plan Entry Date?

    By R.G., December 6, 2013
    • 3 replies
    • 1.5k views
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    • BG5150
    • December 6, 2013

13. Dumb loan question

    By FJR, August 9, 2005
    • 2 replies
    • 1.5k views
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    • austin3515
    • August 10, 2005

14. Partner deducts 401(a) PLUS 401(k)?

    By rcline46, April 15, 2008
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • April 15, 2008

15. safe harbor match + discretionary match

    By Santo Gold, November 7, 2006
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • November 7, 2006

16. MRD Waiver for Non-Owners

    By Guest kgsingletary, May 20, 2002
    • 2 replies
    • 1.5k views
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    • Blinky the 3-eyed Fish
    • May 20, 2002

17. Forfeiture of Related Matching Contribution for NHCE??

    By rocknrolls2, January 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 27, 2000

18. Termination of plan with "fuzzy" history

    By billfgrady, January 7, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2004

19. Whether the "substantially level" repayment requirement in I

    By Scuba 401, February 10, 2000
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • February 11, 2000

20. Terminated plan with small balance participants

    By Guest trying2understand, October 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 25, 2007

21. Corrective QNECs and ADP test

    By Guest ghutson, March 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 8, 2007

22. Separate Accounting by source

    By Jim Chad, June 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 30, 2006

23. Trust Identification Numbers

    By BG5150, September 5, 2006
    • 2 replies
    • 1.5k views
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    • rcline46
    • September 6, 2006

24. Failure to Amend

    By Guest TooMuchFreeTime, October 22, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 27, 2008

25. SH nonelective maybe

    By Bird, December 18, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • December 21, 2020

26. Safe Harbor Plans-Prior Money Vesting

    By Guest Jeff P, November 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • November 24, 1999

27. Spouse absent for 25 years -- consent still needed?

    By Guest lori_eriksen, January 12, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2002

28. Trends in reducing 401K match during these difficult economic times

    By Guest RalphHensley, December 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2002

29. removal of participating employer who is no longer related

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

30. Admin Error - contributions withheld after-tax instead of pre-tax

    By Guest smstls, January 29, 2005
    • 4 replies
    • 1.5k views
    • 
    • JDuns
    • January 31, 2005

31. Compensation defintions and automobiles

    By John A, October 24, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • October 24, 2003

32. Hardship - Loans First?

    By austin3515, July 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • July 15, 2010

33. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • March 1, 2020

34. Plan design question

    By SteveH, August 17, 2006
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • August 18, 2006

35. Failure to Offer Enrollment to Eligible Employees

    By Guest Buzzman, July 16, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2008

36. Mid year EACA

    By PMC, May 26, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • May 26, 2011

37. HCE Determination and Foreign Income

    By Guest mrnardoz, April 22, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2008

38. Changing Single Employer Plan to Multiple Employer Plan

    By Guest JackM, October 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • October 10, 2005

39. ASPPA Conference

    By Tom Poje, October 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • October 18, 2006

40. Contingent Bonus: Removal of Contribution

    By ERISA25, July 11, 2011
    • 3 replies
    • 1.5k views
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    • mbozek
    • July 12, 2011

41. 401(k) assets

    By lexi, March 28, 2007
    • 2 replies
    • 1.5k views
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    • Peter Gulia
    • March 28, 2007

42. Failure to Allocate Transferred DB Assets - 4980 Reversion?

    By EBECatty, January 3, 2019
    • 6 replies
    • 1.5k views
    • 
    • VeryOldMan
    • May 28, 2020

43. State of Denial

    By Guest GW, December 29, 1998
    • 4 replies
    • 1.5k views
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    • Guest
    • December 30, 1998

44. Need a TPA Referral

    By Guest Pension250, March 22, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2010

45. Matching contributions by a Partnership

    By preErisa, October 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 4, 2000

46. 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

47. Determining HCEs with new plan established by employer who purchased c

    By Guest 91smithie, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 5, 2002

48. Distribution from plan to employer first then participant???

    By kmhaab, June 12, 2024
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • June 13, 2024

49. Different investment options for controlled group plan.

    By Guest, April 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • April 7, 2000

50. ADP refunds and TH

    By Earl, February 14, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 16, 2009