401(k) Plans

19,336 topics in this forum

1. Relius/Java?

   By Guest stevena1, September 22, 2008
   • 4 replies
   • 1.5k views
   • 
   • Fredman
   • September 24, 2008

2. Mandatory Match

   By Randy Watson, September 22, 2009
   • 5 replies
   • 1.5k views
   • 
   • austin3515
   • September 24, 2009

3. Defaulted loans and tax basis

   By FAPInJax, May 31, 2002
   • 0 replies
   • 1.5k views
   • 
   • FAPInJax
   • May 31, 2002

4. Reversion to Employer from a 401(k) Plan

   By bzorc, August 10, 2023
   • 6 replies
   • 1.5k views
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   • rocknrolls2
   • August 11, 2023

5. safe harbor match true up

   By K2retire, September 12, 2013
   • 3 replies
   • 1.5k views
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   • K2retire
   • September 13, 2013

6. Coverage Testing

   By Guest Tad77, September 15, 2006
   • 2 replies
   • 1.5k views
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   • Guest
   • September 15, 2006

7. Is it or isn't it...?

   By Ervin Barham, May 8, 2001
   • 2 replies
   • 1.5k views
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   • rcline46
   • May 8, 2001

8. Recordkeeper collecting asset based fees.

   By SRP, May 27, 2005
   • 2 replies
   • 1.5k views
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   • david rigby
   • June 1, 2005

9. After Tax - safe Harbor for Testing

   By Guest mkelly, March 7, 2002
   • 2 replies
   • 1.5k views
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   • Guest
   • March 8, 2002

10. Vacation Pay as DC Contribution

    By Guest blackacre, April 29, 2003
    • 3 replies
    • 1.5k views
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    • Guest
    • May 1, 2003

11. Excluded Employees & Top-Heavy Contribution / Minimum Gateway

    By 415 Limit, November 23, 2015
    • 2 replies
    • 1.5k views
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    • 415 Limit
    • November 23, 2015

12. June 30 plan year end

    By John Feldt ERPA CPC QPA, June 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2009

13. deferrals not stopped after hardship

    By wsp, February 17, 2004
    • 0 replies
    • 1.5k views
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    • wsp
    • February 17, 2004

14. Warning: High Explosives! redux. Another article/study appears.

    By Guest tschenk, September 14, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • September 14, 2000

15. Fiscal year 401K for LLC

    By Guest TOM HANCOCK, October 28, 2004
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • October 28, 2004

16. Recordkeeper for Plan without Assets

    By Guest L, July 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • August 2, 2000

17. EACA - automatic enrollment

    By k man, June 12, 2008
    • 2 replies
    • 1.5k views
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    • Belgarath
    • June 13, 2008

18. Resigning from case

    By k man, April 17, 2008
    • 4 replies
    • 1.5k views
    • 
    • J Simmons
    • April 17, 2008

19. 401(k) Safe Harbor Document Language

    By Guest jvanheyde, September 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 2003

20. Benefits for Volunteer Firefighters

    By Guest Thornton, April 2, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • April 2, 1999

21. Small Plan Audit Requirements

    By Blinky the 3-eyed Fish, May 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • KateSmithPA
    • May 21, 2002

22. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

23. Vesting and merger of two 401(k) plans

    By Guest barnold, June 25, 2003
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • June 25, 2003

24. Employer Matching

    By pmacduff, October 17, 2007
    • 6 replies
    • 1.5k views
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    • austin3515
    • October 19, 2007

25. Partial Termination

    By Guest wwest, September 17, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 1999

26. QMAC Question

    By Guest KD40, February 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 13, 2004

27. Annual Document Maintenance

    By Guest fender5150, July 21, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 23, 2007

28. Exclusions of Employees from Plan

    By Hoard1, September 28, 1999
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • October 3, 1999

29. A Real Doozy...

    By austin3515, October 20, 2011
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • October 21, 2011

30. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

31. Exclusions from Profit Sharing Calculation

    By Guest Barge Girl, July 2, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 2, 2003

32. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda, November 9, 2021
    • 4 replies
    • 1.5k views
    • 
    • CuseFan
    • November 10, 2021

33. PS allocation before year end

    By Santo Gold, September 24, 2009
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 24, 2009

34. Hardship verification

    By Guest jhilliard, August 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Theresa Lynn
    • August 15, 2003

35. Help with unsolicited distribution

    By Guest wetdog, November 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2005

36. Timing of an amendment to change to current year testing after the exp

    By KJohnson, February 23, 2001
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • February 23, 2001

37. In Service Non-Hardship withdrawals

    By mlp0816, February 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • February 16, 2007

38. PS Forfeitures - Annual Limits

    By AndyT, March 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • BTH
    • March 1, 2000

39. 410 coverage of two plans together--two different plan years

    By Brian Gallagher, April 27, 2004
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2004

40. Real World, Real Problem, Real Ugly

    By imchipbrown, March 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2000

41. Definition of "Related Educational Fees" for purposes of 401(k) hardship distribution

    By Guest BL333, July 15, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2009

42. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia, February 2, 2018
    • 11 replies
    • 1.5k views
    • 
    • card
    • February 12, 2018

43. 404 limit for Money Purchase and 401(k) safe harbor plans.

    By Richard Anderson, September 25, 2000
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 26, 2000

44. Vesting current participants

    By Guest SAG, September 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 21, 1999

45. ACP & MULTIPLE USE CORRECTION

    By Guest PWBAer, December 11, 1998
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • December 14, 1998

46. Loan Repayment Application To Participants Investment Options

    By Guest CPA, June 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 19, 2002

47. Financial Advisory Firms Own 401k Plan

    By austin3515, August 19, 2015
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 20, 2015

48. Disability Benefits / Withholding

    By Guest britneyspears, August 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • stevena
    • August 2, 2005

49. 50% Owner only employee with deferrals.

    By Guest Donna Henderson, December 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2000

50. Safe Harbor- Top Heavy

    By Guest Gordy, February 16, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2002