401(k) Plans

19,275 topics in this forum

1. Employer failed to recognize employees as eligible for the 401(k) Plan - so much to unpack - Help!

   By HarleyBabe, August 18, 2021
   • 13 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • September 11, 2021

2. must catch-ups be matched in a safe harbor 401k plan?

   By Santo Gold, April 17, 2009
   • 13 replies
   • 6k views
   • 
   • Paul I
   • February 7, 2023

3. Spousal consent for Beneficiary Designation

   By preErisa, February 13, 2001
   • 13 replies
   • 10.6k views
   • 
   • Guest
   • December 15, 2001

4. How to handle part-timers in a plan with 3-month eligibility for parti

   By MR, March 3, 2001
   • 13 replies
   • 2.9k views
   • 
   • Kristina
   • March 19, 2001

5. Want to make ineligible a department tha is now eligilbe

   By Jim Chad, April 29, 2011
   • 13 replies
   • 1.3k views
   • 
   • 12AX7
   • May 4, 2011

6. May a plan provide an in-service distribution only to those who will roll it over?

   By Peter Gulia, December 3, 2009
   • 13 replies
   • 1.7k views
   • 
   • Peter Gulia
   • December 5, 2009

7. Updating 401(k) plan disability benefit claim procedures

   By prototypical, February 5, 2018
   • 13 replies
   • 2.8k views
   • 
   • Luke Bailey
   • February 8, 2018

8. Employer contributions based on hour worked?

   By kmhaab, February 17, 2022
   • 13 replies
   • 1.9k views
   • 
   • Peter Gulia
   • February 22, 2022

9. Uncashed Checks Following Plan Termination

   By EBECatty, September 23, 2019
   • 13 replies
   • 2.8k views
   • 
   • FPGuy
   • September 24, 2019

10. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

    By austin3515, February 15, 2024
    • 13 replies
    • 5.4k views
    • 
    • austin3515
    • August 16, 2024

11. reversion of assets and safe harbor plan

    By Tom Poje, April 2, 2015
    • 13 replies
    • 4.7k views
    • 
    • Mike Preston
    • November 10, 2017

12. Rehired After Opting Out vs. Definition of Participant

    By Guest Erin W, March 2, 2010
    • 13 replies
    • 3.3k views
    • 
    • Guest
    • March 4, 2010

13. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 4.8k views
    • 
    • BG5150
    • November 17, 2020

14. Active employee & participant wants to cease contributing and pull his money from a plan.

    By K-t-F, July 11, 2018
    • 13 replies
    • 1.1k views
    • 
    • K-t-F
    • July 23, 2018

15. Interest on True-Up?

    By J2D2, November 6, 2006
    • 13 replies
    • 3k views
    • 
    • mschwechter
    • November 17, 2006

16. Amended 1065 - Additional PS?

    By austin3515, October 12, 2011
    • 13 replies
    • 2.7k views
    • 
    • mbozek
    • October 15, 2011

17. Principal Reduction - Participant Loan

    By austin3515, July 31, 2013
    • 13 replies
    • 3k views
    • 
    • austin3515
    • August 5, 2013

18. Safe Harbor Participant

    By Stash026, April 2, 2015
    • 13 replies
    • 2.3k views
    • 
    • cheersmate
    • July 8, 2015

19. Termed Participants with bad addresses

    By Guest Elfman, September 13, 2005
    • 13 replies
    • 4k views
    • 
    • Guest
    • September 19, 2005

20. Switching From Form 5500-SF to Form 5500-EZ

    By metsfan026, September 16, 2022
    • 13 replies
    • 3.7k views
    • 
    • truphao
    • January 4, 2024

21. Eligibility for A Participant Working Remotely Out of the US

    By metsfan026, August 29
    • 13 replies
    • 2.6k views
    • 
    • Artie M
    • September 2

22. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.1k views
    • 
    • mbozek
    • March 21, 2012

23. New VFCP "Self Correction"

    By austin3515, November 28, 2022
    • 13 replies
    • 984 views
    • 
    • Peter Gulia
    • November 30, 2022

24. missed 2013 Form 8955-SSA

    By cpc0506, February 10, 2015
    • 13 replies
    • 2.8k views
    • 
    • chc93
    • October 12, 2017

25. Elimination of QJSA

    By Guest Lex, November 15, 2002
    • 13 replies
    • 5.5k views
    • 
    • Guest
    • November 27, 2002

26. 404(c) compliance

    By Guest Dolores Lawrence, February 28, 2003
    • 13 replies
    • 3.4k views
    • 
    • KJohnson
    • March 31, 2003

27. Safe Harbor Question

    By Archimage, August 26, 2003
    • 13 replies
    • 1.6k views
    • 
    • Archimage
    • August 28, 2003

28. solo LLC wants 2 401k plans

    By doombuggy, June 12, 2023
    • 13 replies
    • 1.5k views
    • 
    • ESOP Guy
    • June 14, 2023

29. Trustee being removed, needs to sign amendment?

    By TPApril, April 27, 2022
    • 13 replies
    • 2.6k views
    • 
    • Peter Gulia
    • April 29, 2022

30. ADP Failure/SCP/Reverse (Bottom Up) QNECs

    By Dawn Hafner, May 20, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2003

31. 401k Administrative costs?

    By MD-Benefits Guy, March 22, 2012
    • 13 replies
    • 6.1k views
    • 
    • austin3515
    • March 27, 2012

32. CARES Act loan provisions- Optional REVISITED

    By Ian, April 10, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bill Presson
    • April 15, 2020

33. Terminating from a PEP

    By Keith Lowery, October 23, 2024
    • 13 replies
    • 2.6k views
    • 
    • PEP-HUB.com
    • October 25, 2024

34. Employment contract - just poor wording or a larger problem

    By Kansas401k, January 24, 2023
    • 13 replies
    • 1.1k views
    • 
    • Paul I
    • February 4, 2023

35. Roth Buy Back

    By Mr Bagwell, February 12, 2018   

    • roth
    • buy back
    • (and 1 more)

      Tagged with:

      • roth
      • buy back
      • basis
    • 13 replies
    • 1.7k views
    • 
    • Luke Bailey
    • February 14, 2018

36. Mid Year Addition of Yr of Service for SH Match

    By kshawbenefits, July 17, 2018   

    • safe harbor
    • mid year amendment
    • 13 replies
    • 2k views
    • 
    • Tom Poje
    • August 16, 2018

37. Student Loan Payment Match Anticipated Administration

    By TPApril, October 24, 2023
    • 13 replies
    • 1k views
    • 
    • Paul I
    • November 2, 2023

38. Paid Leave and 401(k) Deferrals

    By Randy Watson, June 3, 2004
    • 13 replies
    • 5.4k views
    • 
    • Randy Watson
    • June 11, 2004

39. Exclude HCE's from SHNEC for flexibility

    By Jim Chad, May 21, 2008
    • 13 replies
    • 3.6k views
    • 
    • Jim Chad
    • May 29, 2008

40. Employees Opted Out

    By Guest mikeboard, June 19, 2008
    • 13 replies
    • 3.5k views
    • 
    • austin3515
    • June 23, 2008

41. safe harbor match 401(k)

    By Gudgergirl, August 7, 2013
    • 13 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 8, 2013

42. Rights to Plan documents

    By Gary, April 13, 2000
    • 13 replies
    • 2.1k views
    • 
    • AndyH
    • December 18, 2001

43. Processing delays with Nationwide

    By AndyH, February 27, 2024
    • 13 replies
    • 6.5k views
    • 
    • Tony 2
    • October 1, 2024

44. HCE plan limits

    By fiona1, February 16, 2012
    • 13 replies
    • 4.2k views
    • 
    • PensionPro
    • February 23, 2012

45. Plan Termination

    By Nassau, February 16, 2012
    • 13 replies
    • 4.8k views
    • 
    • MarZDoates
    • September 17, 2013

46. Plan-Imposed Limit on 401(k)

    By Doghouse, April 26, 2012
    • 13 replies
    • 3k views
    • 
    • mbozek
    • May 3, 2012

47. To terminate or to freeze 401(k) provisions in mid year?

    By Guest Alex Calin, April 22, 1999
    • 13 replies
    • 4k views
    • 
    • Guest
    • May 6, 1999

48. LTPT and Automatic Enrollment (and vesting)

    By Gilmore, August 25, 2023
    • 13 replies
    • 2.2k views
    • 
    • Nate X
    • November 8, 2023

49. Automatic Rollovers

    By Gruegen, October 18, 2004
    • 13 replies
    • 3.2k views
    • 
    • g8r
    • November 4, 2004

50. Average Benefits Test

    By CLE401kGuy, February 19, 2013
    • 13 replies
    • 4.9k views
    • 
    • chc93
    • February 25, 2013