401(k) Plans

19,337 topics in this forum

1. Changing Safe Harbor Match Mid year

   By PMC, February 1, 2007
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • February 2, 2007

2. PS allocation compensation for the last 2 years...

   By Karoline Curran, September 11, 2018
   • 8 replies
   • 1.5k views
   • 
   • Karoline Curran
   • September 13, 2018

3. Untimely deposits listed on schedule I

   By Guest jkrad, January 14, 2005
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • January 15, 2005

4. 401a, why add a K feature

   By Guest mr_patch, August 23, 2011
   • 6 replies
   • 1.5k views
   • 
   • david rigby
   • August 23, 2011

5. Simple 401(k) plans and employer stock

   By Guest KMcQ, October 28, 1999
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • October 29, 1999

6. Suggestions for a GREAT 401(k)company? Administration and fund select

   By Guest Jennifer M., April 25, 2001
   • 1 reply
   • 1.5k views
   • 
   • Jon Chambers
   • April 25, 2001

7. Successor Plan

   By Guest lvegas, December 11, 2008
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • December 15, 2008

8. Eligibility

   By Guest Sara H, December 4, 2001
   • 2 replies
   • 1.5k views
   • 
   • MWeddell
   • December 4, 2001

9. Rollover to employer 401k plan from an IRA that may contain contributi

   By Guest Cliff Langwith, May 3, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 3, 2001

10. Treatment of Match Relating to Refunded Excess Annual Additions

    By Guest lforesz, March 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • March 1, 2001

11. HCE determination in a Puerto Rico plan

    By jaemmons, October 28, 2005
    • 0 replies
    • 1.5k views
    • 
    • jaemmons
    • October 28, 2005

12. 401(k) and SIMPLE IRA

    By Guest Tara Curran, August 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 27, 2001

13. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion, December 30, 2003
    • 11 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 31, 2003

14. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson, September 3, 2002
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • September 3, 2002

15. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs, September 1, 2023
    • 3 replies
    • 1.5k views
    • 
    • Roycal
    • September 6, 2023

16. distributions

    By Guest LBH, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • May 19, 1999

17. Company employee turnover rates

    By Guest LSULLIVAN, February 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 2, 2006

18. As an employer making a company match on a 401(k) Plan, does the compa

    By Guest MaryP, April 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2001

19. Blackout Notice and Enrollment

    By 52626, October 20, 2015
    • 3 replies
    • 1.5k views
    • 
    • hr for me
    • October 21, 2015

20. plan design help

    By wsp, September 26, 2005
    • 7 replies
    • 1.5k views
    • 
    • jquazza
    • September 28, 2005

21. Timing of employer contribution

    By Guest CHRISTA, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

22. "wrong" safe harbor notice

    By PensionNewbee, January 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • January 30, 2004

23. 401(K)- Need guideliness for inclusion of agency temps in company plan

    By Guest JWAGNER, June 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2000

24. Participant Moves from one Location to Another

    By Coleboy1, August 29, 2022
    • 11 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 31, 2022

25. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 19, 2001

26. RMD for a 5% owner

    By Nassau, March 29, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 29, 2011

27. 401k loan for self-employed person

    By Guest donmartin, February 5, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • February 7, 2009

28. Safe Harbor Match Deposits by Payroll Date?

    By KateSmithPA, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • March 11, 2005

29. ADP testing and Otherwise Excludable EEs

    By Guest DVW, March 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2006

30. How to Correct for Ineligible Employee Participant

    By Guest ralar, June 2, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 2, 2003

31. Forfeitures used to reduce ER contrib

    By Guest LAAllen, April 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • April 14, 2001

32. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

33. Merger of Plans

    By Scott, January 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • January 12, 2000

34. Safe Harbor Question

    By Guest CHRISTA, December 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 14, 2001

35. ADP/ACP compensation

    By pmacduff, November 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 20, 2007

36. after tax deferrals:

    By Lori H, December 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 30, 2008

37. Can I make this amendment effective 1/1/17?

    By ERISA-Bubs, November 16, 2017
    • 14 replies
    • 1.5k views
    • 
    • My 2 cents
    • November 17, 2017

38. Are there mutual fund families that will give participant level money

    By Guest Philip Simpkins, May 31, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 31, 2002

39. Small business service providers

    By Guest MAC, February 21, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 1999

40. HIre Date

    By Guest psk, August 12, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

41. transfering $ from 401 plan to charitable organization

    By Guest AHollister, October 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2001

42. Near-orphan plan--filing ongoing 5500s

    By Guest Richard Tennenbaum, July 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • July 25, 2006

43. Retroactive Adoption of Safe Harbor Amendment

    By ERISA25, March 21, 2012
    • 2 replies
    • 1.5k views
    • 
    • ERISA25
    • March 21, 2012

44. 401(k) safe harbor

    By Guest JBeck, September 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

45. 401(k) Testing Question

    By mschwechter, February 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • February 23, 2005

46. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

47. Vetsing & prior plan maintained by employer

    By alexa, January 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • January 16, 2003

48. Employee has exceeded $10,000 pre-tax contribution, can he still contr

    By Guest Diana Prewitt, September 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • October 1, 1999

49. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 26, 2001

50. Safe Harbor Contributions & Excludable Participants

    By Guest M. Martin, March 6, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2008