401(k) Plans

19,275 topics in this forum

1. Domestic Partners

   By Guest ccruie, June 3, 2004
   • 1 reply
   • 1.5k views
   • 
   • oriecat
   • June 3, 2004

2. Investing 401(k) contributions

   By Guest nday, September 14, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 16, 1999

3. Employer Out of Business

   By khn, April 15, 2020
   • 5 replies
   • 1.5k views
   • 
   • Linda Wilkins
   • April 17, 2020

4. Calculating earned income for a sole proprietor

   By Guest RICHEZ, July 22, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 22, 1999

5. Covering Summer Help

   By Guest SPollock, August 14, 1999
   • 1 reply
   • 1.5k views
   • 
   • Ervin Barham
   • August 16, 1999

6. Full Scope Audit

   By Guest contman, August 6, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 9, 2002

7. 401K & Roth IRA in same year?

   By Guest Harrydoodl, March 25, 2001
   • 1 reply
   • 1.4k views
   • 
   • wmyer
   • March 25, 2001

8. Safe harbor 401(k)

   By chris, September 14, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 16, 1999

9. ACP Safe Harbor Match Mid-Year Amendment

   By JRN, May 29, 2014   

   • ACP Safe Harbor Amendment
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • June 6, 2014

10. Entry Date for Short Plan Year

    By Guest esi-jht, August 2, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 2, 2006

11. can a company have 2 separate 401(k) plans, and what happens when one

    By Guest Jaki Delia, January 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 2001

12. loans- can't pay due to status change

    By Guest prowcite, August 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • August 14, 2001

13. 401(m) and coverage test

    By Guest dpk, March 8, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 9, 2003

14. 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
    • 1.4k views
    • 
    • AdKu
    • September 23, 2016

15. Employer Securities in a Multiple Employer Plan

    By Guest LMalone, February 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 15, 2002

16. When to allow change in deferral amount

    By jkharvey, February 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 15, 2002

17. Excess Contributions - Roth with Loss

    By Lou S., February 5, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • February 5, 2009

18. Can a 401k plan become a market maker when offering company stock?

    By Guest JimJohnstone, December 6, 2000
    • 3 replies
    • 1.4k views
    • 
    • Jon Chambers
    • December 7, 2000

19. Adding Safe Harbor to Existing 401(k)

    By lisabroc, December 4, 2018
    • 6 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 5, 2018

20. Rollovers

    By Jilliandiz, November 18, 2005
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • November 18, 2005

21. Simp 401(k) plan wanting new comp feature

    By pbarrett, August 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • pbarrett
    • August 30, 1999

22. ADP refunds after full balance already distributed

    By jkharvey, October 31, 2008
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • November 3, 2008

23. 401(k) Testing Question

    By mschwechter, February 21, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • February 23, 2005

24. Questions re: 2000-3

    By KJohnson, January 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 8, 2000

25. requested service agreement

    By richard, September 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • richard
    • September 25, 1999

26. Safe Harbor 401(k)

    By Guest rshawlaw, February 7, 1999
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • February 9, 1999

27. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2016

28. Top Heavy Minimum covered by Matching Contributions

    By dmb, April 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 4, 2006

29. Distributions - Plan Termination

    By Guest h_nowicki, June 16, 2005
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 16, 2005

30. Fee for Safe-Harbor 401(k)

    By chris, August 9, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 11, 1999

31. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2003

32. prior year terminated participants

    By Chippy, July 16, 2010
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 16, 2010

33. MP to SH 401 midyear

    By K-t-F, January 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Archimage
    • January 17, 2005

34. Top Heavy Example

    By Guest jetfaninmn, October 10, 2005
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 10, 2005

35. Does an estate need to apply for a tax ID to receive a benefit?

    By MR, January 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 22, 2002

36. Loans to Participant Spouses under 401(k) Plan

    By Guest aprilk1, January 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • 2muchstress
    • January 17, 2003

37. $200,000 comp limit

    By Brian Gallagher, November 21, 2002
    • 4 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 21, 2002

38. 401(k) SHNEC w/ Discretionary Match

    By Guest notapensiongeek, January 5, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 2009

39. RMD Payments

    By Guest andmik, November 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 16, 2005

40. Issues to look out for re merger of 401(k)'s???

    By chris, August 27, 2002
    • 7 replies
    • 1.4k views
    • 
    • E as in ERISA
    • August 29, 2002

41. Cross tested allocation

    By Guest Jane Freeman, September 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 1999

42. Participant, age 76. Can he still make elective salary deferrals?

    By Guest Donna Henderson, December 14, 2000
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 14, 2000

43. Catch-Up Contributions In A Failed ADP Test

    By Guest ChopperPilot, March 12, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 2004

44. $170k Annunal Compensation Limits in Year End Testing

    By Guest Jennifer M., May 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • May 23, 2002

45. Plan Loans - Participant Reaction to Elimination

    By Guest jkirschbaum, June 4, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 1999

46. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • February 8, 2013

47. Loans & Hardships

    By Brian Gallagher, March 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 17, 2003

48. How to report on 1099R Direct Rollover from Designated Roth Account of 401(k) Plan to Roth IRA

    By AdKu, April 26, 2018   

    • direct rollover - designated roth account from 401(k) plan to roth ira
    • 2 replies
    • 1.4k views
    • 
    • Kristina
    • April 26, 2018

49. Should a CODA plan be designed(or amended) to comply with the Safe Har

    By Guest Alex Calin, July 5, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • April 15, 2001

50. Wanting Web-Based Census Completion

    By Guest JTBRadmin, January 9, 2008
    • 6 replies
    • 1.4k views
    • 
    • FAPInJax
    • March 18, 2008