401(k) Plans

19,336 topics in this forum

1. How are employees who terminated prior to the effective date of adding

   By John A, September 21, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 21, 2000

2. Employer limits HCE contributoins

   By BG5150, January 14, 2009
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • January 15, 2009

3. Roth IRA Rules

   By Guest scarletrose, October 11, 2006
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 11, 2006

4. Relying on Social Security Administration decision about disability

   By Peter Gulia, December 20, 2016   

   • claims procedure; disability
   • 8 replies
   • 1.5k views
   • 
   • hr for me
   • December 21, 2016

5. Roths in K Plans

   By Jed Macy, August 5, 2001
   • 2 replies
   • 1.5k views
   • 
   • Jed Macy
   • August 6, 2001

6. Multiemployer 401(k) Plan

   By Guest SPollock, May 3, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 5, 1999

7. Return of ADP Refunds

   By bzorc, August 7, 2015
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • August 10, 2015

8. "on call" employees and determining hours of service

   By Guest MikeD, March 1, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 2, 2007

9. 4K Safe Harbor Match Plan Termination

   By mschwechter, October 20, 2004
   • 4 replies
   • 1.5k views
   • 
   • mschwechter
   • October 21, 2004

10. Failing to enroll eligible participants

    By Guest ANNEBV, February 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2001

11. Company Stock Intraday Trading

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • January 22, 2003

12. Vesting & Service Crediting Change from all years of service to effective date of paln

    By AdKu, September 21, 2016   

    • New Plan Service Crediting
    • all year of svc to eff date
    • (and 1 more)

      Tagged with:

      • New Plan Service Crediting
      • all year of svc to eff date
      • vesting
    • 3 replies
    • 1.5k views
    • 
    • AdKu
    • September 23, 2016

13. Calendar Year Election

    By Guest Pension Girl, March 16, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 16, 2010

14. CATCH UP CONTRIBUTION

    By Guest JDK, December 22, 2006
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 24, 2006

15. Newly established safe harbor 401(k) plan

    By R. Butler, September 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 7, 2001

16. HCE determination

    By ccassetty, July 14, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2003

17. Multiemployer 401(k) Plan

    By luissaha, July 29, 2013
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • July 30, 2013

18. Top heavy 401(k) - multiple employer plan - Relius Admin

    By pmacduff, April 13, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 14, 2004

19. Auto Enroll/QDIA Notice

    By Randy Watson, December 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Randy Watson
    • December 17, 2007

20. Special Pay Plan

    By 30Rock, November 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 8, 2013

21. safe harbor quandary

    By Guest art, December 9, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1998

22. Katrina

    By stevena, November 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • November 3, 2005

23. Distribution from terminating 401(k)

    By Guest babs51, February 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • February 3, 2006

24. QACA

    By Belgarath, January 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • January 7, 2008

25. 3% NEC Safe Harbor w/ permitted disparity PS allocation

    By dmb, February 5, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 5, 2003

26. Determining who is an HCE...

    By Guest RONNIE WASEL, November 12, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 12, 2003

27. 401(k) deposits

    By MR, June 19, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 21, 2001

28. 401(k) Plan w/ LLC with negative K1

    By mschwechter, April 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • mschwechter
    • April 27, 2005

29. Safe Harbor nonelective contribution-can it be company stock?

    By Guest Bill MM, May 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 30, 2001

30. Lost Earnings

    By cpc0506, July 24, 2012
    • 0 replies
    • 1.5k views
    • 
    • cpc0506
    • July 24, 2012

31. Form 1098-Q QLAC Reporting

    By erisa29, April 5, 2015
    • 0 replies
    • 1.5k views
    • 
    • erisa29
    • April 5, 2015

32. MPP/PS Old Style Combo

    By Guest PAINPA, November 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

33. Match forfeitures

    By pbarrett, May 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 1, 1999

34. 410(b) testing with a quarterly last day requirement

    By Guest ticket, December 28, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 1998

35. Blackout Notice Failure and Market Loss

    By Guest Lawrenceg, March 5, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 5, 2007

36. Controlled group

    By Mark Miller, January 25, 2021
    • 6 replies
    • 1.5k views
    • 
    • CuseFan
    • January 26, 2021

37. Davis-Bacon credit for Matching Contribs

    By Guest dbvail, March 6, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2007

38. Correcting now (or not) for overcontribution in prior year

    By Guest SuzieQNEC, February 4, 2008
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

39. Testing failure of terminated HCE...

    By Guest RONNIE WASEL, November 6, 2003
    • 2 replies
    • 1.5k views
    • 
    • ccassetty
    • November 7, 2003

40. 401(k) contributions from a bonus

    By Santo Gold, December 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 8, 2004

41. Participant Death Surviving Spouse over 70.5 RMD?

    By Guest SLBRB, November 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 5, 2012

42. Top Heavy Aggregation

    By KJohnson, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • John A
    • March 2, 2000

43. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • July 18, 2002

44. Auto Rollover amendments

    By Guest sherrycash, March 14, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2005

45. 401k and Employer stock

    By Guest halka, September 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • MoJo
    • September 9, 1999

46. US Virgin Islands Controlled group subsidiary of US parent

    By Guest Jose Rosario, December 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2001

47. Safe Harbor 401(k)

    By Guest Gordy, April 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • actuarysmith
    • April 29, 2003

48. Safe Harbor Plan / Top Heavy Question

    By Guest MikeD, April 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • April 13, 2010

49. Current Availablity Test - different match for different service level

    By John A, March 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2003

50. Match as Bonus

    By austin3515, September 16, 2014
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 16, 2014