401(k) Plans

19,275 topics in this forum

1. Hurricane Wilma relief

   By k man, October 27, 2005
   • 2 replies
   • 1.4k views
   • 
   • k man
   • October 27, 2005

2. Safe Harbor notices

   By pmacduff, November 7, 2006
   • 2 replies
   • 1.4k views
   • 
   • austin3515
   • November 8, 2006

3. Top Heavy Plan Minimum Contributions

   By Ananda, October 25, 2021
   • 5 replies
   • 1.4k views
   • 
   • Ananda
   • October 25, 2021

4. 501(c)3 Plan

   By Guest lgm, April 18, 2006
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 19, 2006

5. Tax Credit, New Plan

   By Guest m.n.ouellette, March 28, 2007
   • 2 replies
   • 1.4k views
   • 
   • Jim Chad
   • March 28, 2007

6. Stopping all 401(k) contributions temporarily

   By Santo Gold, May 26, 2006
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 26, 2006

7. Insurance in 401(K) Plans

   By mming, March 2, 2000
   • 0 replies
   • 1.4k views
   • 
   • mming
   • March 2, 2000

8. Safe Harbor Match by Payroll - failing compensation ratio test

   By ekg24, May 22, 2024
   • 7 replies
   • 1.4k views
   • 
   • David Schultz
   • May 24, 2024

9. Lincoln LOD

   By PainPA, March 13, 2008
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 13, 2008

10. Maximum Hardship Amounts

    By MBCarey, November 2, 2007
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • November 5, 2007

11. Commonly Controlled Businesses

    By Guest Tim Breedlove, August 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • August 3, 2000

12. Residual Balance for Terminated Plan

    By metsfan026, November 17, 2022
    • 4 replies
    • 1.4k views
    • 
    • CuseFan
    • November 17, 2022

13. Forfeiture of employer contributions because of 415 failure -- must ea

    By Wessex, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Wessex
    • December 30, 1999

14. DFVC question

    By goldtpa, March 16, 2005
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 17, 2005

15. Funding PS contribution

    By bzorc, June 3, 2011
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • June 9, 2011

16. Beneficiary Designation Forms

    By CLE401kGuy, December 14, 2012
    • 7 replies
    • 1.4k views
    • 
    • masteff
    • December 17, 2012

17. 401a, why add a K feature

    By Guest mr_patch, August 23, 2011
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 23, 2011

18. 401k elective deferral

    By Gary, June 27, 2007
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 27, 2007

19. 401(k) Loan

    By Alex Daisy, September 23, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2008

20. Coverage- DC/DB

    By Guest Napili, January 4, 2003
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 9, 2003

21. Investment in Closely Held ER stock

    By Guest KoreAmBear, December 10, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 10, 2005

22. Blackout Notice and Enrollment

    By 52626, October 20, 2015
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • October 21, 2015

23. Return of automatic deferrals

    By Guest Sieve, August 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • August 3, 2009

24. Using Different Comp numbers for Deferral and Match

    By MWeddell, February 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • February 25, 2000

25. SIMPLE IRA and 401(k)

    By Guest szaidman, September 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • MJ Hartman
    • September 5, 2001

26. 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
    • 1.4k views
    • 
    • Tom Poje
    • July 13, 2015

27. Top Heavy 401(k) and early participation coverage issue

    By Guest f1234, January 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 27, 2005

28. Reclassify Deferrals as Catchup to Correct ADP Failure

    By metsfan026, March 2, 2023
    • 4 replies
    • 1.4k views
    • 
    • Paul I
    • March 3, 2023

29. match forfeitures

    By Guest mk2308, March 9, 2005
    • 4 replies
    • 1.4k views
    • 
    • MWeddell
    • June 20, 2005

30. Amending a Safe Harbor Plan

    By Archimage, November 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2007

31. Termination and rehire into controlled group

    By Guest k9522, November 13, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 13, 2002

32. Investment Insurance

    By Guest charlesperry, December 28, 2011
    • 5 replies
    • 1.4k views
    • 
    • GBurns
    • December 28, 2011

33. Definition of Compensation

    By Guest Tim Brown, September 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 23, 2000

34. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 13, 2007

35. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 8, 2017

36. Terminating plan

    By Guest AngelQ, January 13, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 13, 2000

37. QNEC for HCEs

    By Übernerd, March 17, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 19, 2005

38. New 401(k) plan after terminated 401(k) plan

    By Guest Becky Egan, January 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • January 12, 2001

39. Advantage to limit deferrals to high % of comp?

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 1, 2015

40. Elective Transfers

    By Gilmore, April 24, 2017
    • 1 reply
    • 1.4k views
    • 
    • Gilmore
    • April 25, 2017

41. What happens to forfeitures from (hanging, orphan, related, "attr

    By John A, December 27, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • December 27, 2000

42. Should I terminate my 401k.

    By Guest Joe P, August 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 1999

43. Controlled Groups for Limited Partnerships.

    By Guest Thornton, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2002

44. Early distribution from qualified employer plan to fund first time hom

    By Guest Vic Olson, April 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • April 7, 1999

45. switching from a 401 (k) to a defined benefit plan.

    By Guest miltzall, July 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 2000

46. Auto enrollment & Control Groups

    By Guest M. Martin, May 16, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • May 16, 2007

47. Early Retirement Feature and anti-cut back

    By cpc0506, October 24, 2014
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • October 24, 2014

48. 401(k) Plan for parternships with PCs

    By nancy, June 4, 1999
    • 0 replies
    • 1.4k views
    • 
    • nancy
    • June 4, 1999

49. May Employer Reimburse Fees Back To Participants?

    By Guest ralar, November 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

50. Peo

    By Guest Lex, October 2, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 2002