401(k) Plans

19,332 topics in this forum

1. Roths in K Plans

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

2. First plan year - ADP testing compensation

   By shERPA, August 3, 2015
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • August 3, 2015

3. Auto Enroll/QDIA Notice

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

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

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

5. Company Stock Intraday Trading

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

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

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

7. Distribution from terminating 401(k)

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

8. $205,000 Compensation Limit

   By Guest dmcmanus, June 8, 2005
   • 2 replies
   • 1.5k views
   • 
   • E as in ERISA
   • June 8, 2005

9. QACA

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

10. CATCH UP CONTRIBUTION

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

11. Why is July Such a Popular Month for 401k Rollovers?

    By DonReynolds, July 13, 2015   

    • 403b
    • roll over 401k plans
    • (and 3 more)

      Tagged with:

      • 403b
      • roll over 401k plans
      • 401k rollover
      • Popular Month for 401k
      • 403b retires
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 13, 2015

12. 401(k) deposits

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

13. Newly established safe harbor 401(k) plan

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

14. HCE determination

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

15. SH NE given in Hardship Distribution

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

16. Lost Earnings

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

17. MPP/PS Old Style Combo

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

18. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

19. 410(b) testing with a quarterly last day requirement

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

20. Participant Death Surviving Spouse over 70.5 RMD?

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

21. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

    By Guest rrocket61, May 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • May 18, 2001

22. Determining who is an HCE...

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

23. Top Heavy Aggregation

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

24. Employer not depositing employee deferrals - does TPA report to the DOL?

    By PamR, June 29, 2022
    • 11 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 5, 2022

25. Auto Rollover amendments

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

26. Safe Harbor 401(k)

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

27. Perhaps Contrast Amongst Loans and Hardship Distributions; May Only Employed Participants Avail of Hardship Distributions?

    By Kent Allard, February 27, 2024
    • 8 replies
    • 1.5k views
    • 
    • Paul I
    • February 28, 2024

28. Special Pay Plan

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

29. Return of ADP Refunds

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

30. 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

31. Match forfeitures

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

32. Match as Bonus

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

33. Relius/Crystal Lables

    By austin3515, March 30, 2007
    • 9 replies
    • 1.5k views
    • 
    • Fredman
    • April 3, 2007

34. 401(k) contributions from a bonus

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

35. Forfeiture Account

    By Guest dsw713, September 30, 2010
    • 4 replies
    • 1.5k views
    • 
    • 401king
    • October 1, 2010

36. Correcting 1099's

    By Richard Anderson, March 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • March 3, 2000

37. ACP failure, refund to participant, losses, 1099-R

    By pmacduff, May 17, 2023
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • May 17, 2023

38. ADP correction using catch up provision

    By Guest nps, May 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2003

39. Changing Record Keepers

    By Guest stevembauer, August 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • 2muchstress
    • August 3, 2002

40. Hurricane Wilma relief

    By k man, October 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • k man
    • October 27, 2005

41. Successor plan does not want to accept deferrals from acquired plan du

    By Guest LMalone, May 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 9, 2001

42. Form 1098-Q QLAC Reporting

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

43. 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

44. non locatable ees

    By Guest rslagle224, October 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 15, 2001

45. Blackout Notice Failure and Market Loss

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

46. Timing of deposits for employer with multiple payrolls.

    By Guest MES, January 15, 2001
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • January 16, 2001

47. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • March 31, 2016

48. Does anyone know what discrimination testing is required for TSA plans

    By Guest Juracek, March 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 7, 2000

49. Safe Harbor Match and Top Heavy Minimum

    By Chippy, January 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 2, 2013

50. Can a money purchase plan be amended after the end of the plan year to

    By Guest Clain, September 19, 2000
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • September 19, 2000