401(k) Plans

19,321 topics in this forum

1. illiquid asset

   By Scuba 401, June 4, 2013
   • 25 replies
   • 7.2k views
   • 
   • John Feldt ERPA CPC QPA
   • June 7, 2013

2. Imbecile in Need of Help.

   By Guest mikeh13, February 5, 2001
   • 1 reply
   • 1.6k views
   • 
   • Greg Judd
   • February 5, 2001

3. Immediate 401(k) entry, but 1 year wait for s/h match?

   By Santo Gold, June 6, 2006
   • 11 replies
   • 4.4k views
   • 
   • Kevin C
   • June 12, 2006

4. Immediate and Heavy Financial Need

   By Guest meeh3704, May 1, 2009
   • 1 reply
   • 1.8k views
   • 
   • QDROphile
   • May 1, 2009

5. Immediate eligibility ADP testing

   By Sully, February 24, 2006
   • 12 replies
   • 4.4k views
   • 
   • MWeddell
   • March 9, 2006

6. immediate eligibility and break in service

   By Dennis Povloski, June 1, 2011
   • 0 replies
   • 1k views
   • 
   • Dennis Povloski
   • June 1, 2011

7. Immediate Entry but no pay until 2014

   By CLE401kGuy, December 26, 2013
   • 1 reply
   • 841 views
   • 
   • masteff
   • December 26, 2013

8. Immediate Entry for Rehire?

   By Susan S., June 19, 2014
   • 2 replies
   • 2.9k views
   • 
   • My 2 cents
   • June 20, 2014

9. Immediate entry if hired by XX Date..

   By jkharvey, March 30, 2007
   • 2 replies
   • 1.4k views
   • 
   • PLAN MAN
   • March 31, 2007

10. immediate participation when dates don't gel

    By TPApril, September 28, 2022
    • 3 replies
    • 601 views
    • 
    • TPApril
    • September 28, 2022

11. Immediate plan entry & age limit

    By Guest lindamichals, August 22, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 22, 2007

12. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2001

13. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

14. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 5, 2013

15. Impact of Final Regs on Catch-up

    By Guest CRC02, July 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • July 18, 2003

16. Impact of New CA Law ??

    By Guest halka, January 29, 2002
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • February 25, 2002

17. Impact of Roth IRA Contributions on 401(k) Deferral

    By Below Ground, October 28, 2010
    • 8 replies
    • 1.4k views
    • 
    • Below Ground
    • November 1, 2010

18. Impact on 401(a)(4) of using match to satisfy top heavy minimum?

    By AndyH, January 7, 2003
    • 6 replies
    • 4.2k views
    • 
    • AndyH
    • January 9, 2003

19. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.6k views
    • 
    • K2retire
    • March 15, 2011

20. Impermissible hardship distribution

    By Belgarath, March 13, 2007
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • March 13, 2007

21. Impermissible investments

    By Guest Iwonder, September 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2009

22. Impermissible Qualified Charitable Distribution from 401(k) Plan as RMD

    By PensionPro, April 9, 2019
    • 7 replies
    • 937 views
    • 
    • Peter Gulia
    • April 11, 2019

23. Impermissible Rollover

    By DTH, February 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • DTH
    • February 5, 2007

24. Implementation of Separate 401k and Keough?? and integration of existi

    By Guest Sppedraza, November 28, 2000
    • 8 replies
    • 2.2k views
    • 
    • KJohnson
    • December 6, 2000

25. Implementing a safe harbor 401(k) plan in a union environment

    By Guest AngelB, October 24, 2001
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 25, 2001

26. Implementing Salary Deferral Elections

    By Guest TPAStacey, August 1, 2007
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 1, 2007

27. Implementing Student Loan Repayment Benefit

    By Flyboyjohn, December 26, 2018
    • 1 reply
    • 674 views
    • 
    • Larry Starr
    • December 26, 2018

28. Implication of Eligibility Amendment

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

29. impremissable w/d in Dec 2011 & March 2012 AND....

    By doombuggy, May 23, 2012
    • 0 replies
    • 975 views
    • 
    • doombuggy
    • May 23, 2012

30. Improper 2012 401k Contribution for LLC

    By Gadgetfreak, September 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • September 12, 2013

31. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 897 views
    • 
    • Larry Starr
    • April 11, 2020

32. Improper Allocation of Discretionary Contribution

    By Guest johnpetrancosta, February 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2013

33. Improper Distribution by the owner

    By Blinky the 3-eyed Fish, April 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • April 25, 2003

34. Improper distribution of Excess Contributions

    By SEllis, November 25, 2019
    • 2 replies
    • 716 views
    • 
    • Bri
    • November 26, 2019

35. Improper exclusion from Plan: Catch-up Missed Oppty question

    By ERISA25, June 8, 2010
    • 0 replies
    • 881 views
    • 
    • ERISA25
    • June 8, 2010

36. Improper Salary Deferrals

    By Guest DaveB, June 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 1999

37. Improperly Excluded Employee in 401(k) Plan

    By PensionPro, July 3, 2013
    • 2 replies
    • 991 views
    • 
    • MoShawn
    • July 5, 2013

38. Improperly Excluded Employee: Employee Does NOT Want a QNEC

    By Benefits Plan, July 4, 2024
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • July 9, 2024

39. Improving Overall Knowledge

    By Guest MikeAIGFA, January 30, 2008
    • 6 replies
    • 1.7k views
    • 
    • jevd
    • January 30, 2008

40. Imputed disparity with a SHMAC?

    By Jim Chad, December 12, 2013
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 19, 2013

41. imputed income and gross up

    By k man, November 22, 2005
    • 0 replies
    • 2.7k views
    • 
    • k man
    • November 22, 2005

42. Imputed income and IRC 3401 definition of comp

    By Guest Serena, August 30, 2010
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 30, 2010

43. Imputed Income from Domestic Partner Benefits

    By Christine Roberts, February 26, 2010
    • 5 replies
    • 6.6k views
    • 
    • K2retire
    • October 12, 2015

44. Imputed Vesting

    By 30Rock, December 22, 2010
    • 5 replies
    • 2.1k views
    • 
    • 30Rock
    • December 28, 2010

45. Imputing Disparity in a Non-Cross Tested 401(k) Plan with 3% non-elect

    By Guest Dave Danziger, July 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 30, 2002

46. Imputing Permitted Disparity

    By austin3515, December 22, 2015
    • 4 replies
    • 826 views
    • 
    • austin3515
    • December 22, 2015

47. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

    By Guest sugar daddy, September 28, 2011
    • 9 replies
    • 1.9k views
    • 
    • K2retire
    • September 29, 2011

48. In a safe-harbor plan, do you even need to get compensation?

    By Guest bonzo, October 21, 2003
    • 13 replies
    • 1.9k views
    • 
    • Brenda Wren
    • October 23, 2003

49. In a SH new comparability plan, can the PS allocation include the 3% Nonelective?

    By kwalified, December 7, 2012
    • 6 replies
    • 1.1k views
    • 
    • kwalified
    • December 7, 2012

50. In and out of Safe Harbor year to year

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