401(k) Plans

19,321 topics in this forum

1. Employee 401(k) as an Employer Contribution

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

2. Union to Non-Union Promotion - Distributable Event

   By Guest kdddk14, February 10, 2010
   • 1 reply
   • 1.5k views
   • 
   • Jean
   • February 10, 2010

3. 401(k) Plan - with Coverage, ADP/ACP failures

   By msmith, June 13, 2017
   • 8 replies
   • 1.5k views
   • 
   • msmith
   • June 19, 2017

4. hardship distributions

   By Guest Jan C, January 20, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 21, 1999

5. Safe Harbor PlanTwo-Year Wait?

   By ljr, November 10, 2003
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • November 10, 2003

6. Employer Stock in a Conduit IRA

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

7. Affiliated Service Group Question

   By Madison71, July 26, 2011
   • 3 replies
   • 1.5k views
   • 
   • Jim Norman
   • July 28, 2011

8. Severance pay and deferrals

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

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

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

10. Roth 401(k) Fees

    By Archimage, February 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • Archimage
    • February 13, 2006

11. Highly Compensated Issue

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

12. Broker/Consultant/RIA Fees

    By Guest jhilliard, October 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • alanm
    • October 14, 2004

13. Puerto Rico QDRO?

    By Guest ScarletKnight, September 21, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 21, 2004

14. Reverse discrimination in safe harbor plan

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

15. Top heavy safe harbor plan

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

16. 401k Loan Rollover

    By 2muchstress, April 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • April 4, 2003

17. Contribution Deadlines

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

18. Compensation Less Deferrals in ADP/ACP testing

    By Tinman, February 28, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1, 2011

19. Settlor Fee or not

    By cpc0506, August 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 30, 2013

20. 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
    • 
    • Tom Poje
    • January 11, 2002

21. Missed Deferral and Match

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

22. 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

23. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.5k views
    • 
    • Eric Taylor
    • February 3, 2017

24. PP-Hold the A

    By Guest Lear, December 9, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2001

25. Fiduciary liability for selection and monitoring investment advisers.

    By Guest Dale C, November 23, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 1998

26. 401k rollover of retiree

    By Guest FGordon, December 8, 1998
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • December 9, 1998

27. ERISA Paper Topic

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

28. Missing participant forfeiture reinstatement on plan termination

    By BenefitsBum, June 16, 2020
    • 5 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 18, 2020

29. "Returning" a 401(k) Contribution

    By Guest SPollock, November 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Wessex
    • November 4, 1999

30. Vesting issue

    By Guest Nini, December 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 19, 2006

31. Plan Administration Commitee Membership

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

32. compensation conundrum

    By K2retire, April 5, 2016
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • April 6, 2016

33. Non-discrimination (401(a)(4))

    By EBDI, February 16, 2016
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 16, 2016

34. Missing assets found plan termed 2 years ago

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

35. Top Heavy Question

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

36. Year End Deposit of Deferrals

    By Guest JanetGS, December 10, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2013

37. Coverage testing

    By Guest yogibala_008, June 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 21, 2005

38. Eliminating Optional Forms of Benefit for a Money Purchase Plan

    By Guest arasalin, December 14, 2007
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 17, 2007

39. Bottom-Up QNEC for a restructured plan?

    By Guest Denise Clark, February 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • February 16, 2001

40. discriminatory?

    By wsp, October 16, 2006
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 17, 2006

41. Elective Deferral Paid By Employee Ok?

    By Guest new401kplan, January 10, 2013   

    • elective deferral
    • contirbution
    • (and 1 more)

      Tagged with:

      • elective deferral
      • contirbution
      • retroactive
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 10, 2013

42. Asset update

    By FJR, August 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • August 9, 2001

43. Fiduciary Responsablities

    By Brian Gallagher, May 1, 2003
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003

44. Top Heavy Determination and Distributions

    By Guest tcunagin, December 31, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 31, 2002

45. Trans Continental/Louis Pearlman

    By Guest Dan Shea, April 2, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2009

46. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA, January 24, 2021
    • 2 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 25, 2021

47. safe harbor plan compensation definition

    By AKconsult, July 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • July 5, 2007

48. Owner PS/Match/SHNEC deducted but not deposited

    By Guest notapensiongeek, June 9, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 2008

49. Safe Harbor plan abruptly terminated

    By K2retire, June 7, 2016
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • June 7, 2016

50. Safe Harbor Plan - Compensation

    By Guest Ronin, September 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 10, 2001