401(k) Plans

19,321 topics in this forum

1. ROI on increasing 401(k)participation

   By Guest weslie kary, February 25, 2000
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 25, 2000

2. Tax Withholding on Corrective Distributions

   By davef, February 23, 2001
   • 3 replies
   • 5.9k views
   • 
   • Guest
   • May 15, 2001

3. Hardship Distributions and HIPAA

   By Guest blaum8, August 15, 2003
   • 3 replies
   • 3.3k views
   • 
   • ccassetty
   • August 15, 2003

4. Where can I find prime rate for 401(k) loans?

   By Guest Blueglass, December 2, 2003
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • December 3, 2003

5. Agents on commission only, how to calculate hours of service?

   By Guest IRaceTA, July 9, 2004
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • July 9, 2004

6. New Hardship Reasons

   By J. Bringhurst, December 21, 2006
   • 3 replies
   • 1.8k views
   • 
   • J. Bringhurst
   • December 22, 2006

7. First Universal Health Insurance-Now Universal 401ks

   By goldtpa, January 21, 2010
   • 3 replies
   • 988 views
   • 
   • K2retire
   • January 27, 2010

8. Change to an Excluded Class

   By Guest andmik, June 11, 2010
   • 3 replies
   • 2.5k views
   • 
   • Mike Preston
   • June 11, 2010

9. Trasition Rule under 410(b)(6)(c)

   By RRB, January 26, 2012
   • 3 replies
   • 1.3k views
   • 
   • RRB
   • February 1, 2012

10. Entry date - rehired employee

    By mrslappywhite, December 14, 2015   

    • eligibility
    • rehire
    • (and 1 more)

      Tagged with:

      • eligibility
      • rehire
      • plan entry
    • 3 replies
    • 4k views
    • 
    • mrslappywhite
    • December 15, 2015

11. Fee for benchmarking study a settlor expense?

    By Sabrina1, June 18, 2018
    • 3 replies
    • 928 views
    • 
    • Bird
    • June 20, 2018

12. Lost 401K Company Match

    By Millie, December 16, 2020
    • 3 replies
    • 684 views
    • 
    • Patricia Neal Jensen
    • December 17, 2020

13. Safe Harbor 401(k)

    By Guest rshawlaw, February 7, 1999
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • February 9, 1999

14. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester, July 21, 2023
    • 3 replies
    • 702 views
    • 
    • Gilmore
    • July 24, 2023

15. Match computation period issue

    By Zach Del, January 26, 2024
    • 3 replies
    • 962 views
    • 
    • Zach Del
    • February 19, 2024

16. Secure 2.0 - Document / Qualification Issues after 1/1/25?

    By Leopurrd-401k, September 24, 2024
    • 3 replies
    • 703 views
    • 
    • Ecianas
    • September 28, 2024

17. Disability and rollovers

    By Brian Gallagher, May 30, 2002
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • January 15, 2003

18. Catch up Contributions in Failed ADP Test

    By Guest KMP, July 28, 2003
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • July 28, 2003

19. Pension -PBCG

    By Guest DDDlump, August 15, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

20. Undisclosed Employee-Paid Fees

    By Guest cstroble, April 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2004

21. ADP returns for union/nonunion tests

    By Guest anne1, January 11, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • January 11, 2006

22. changing Lump sum distribution to rollover distribution

    By cpc0506, October 4, 2010
    • 3 replies
    • 1k views
    • 
    • masteff
    • October 4, 2010

23. Self-Correction

    By Belgarath, January 28, 2013   

    • Catch-up eligible
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

24. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn, October 13, 2013   

    • audit
    • multiple plans
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 14, 2013

25. Missing participant is deceased

    By JKW, November 17, 2014
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • November 20, 2014

26. Section 404 limits.

    By Guest Thornton, July 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 1999

27. Deduct Next Year Deferrals This Year

    By Guest Michael Spaid, November 12, 1999
    • 3 replies
    • 1.4k views
    • 
    • LCARUSI
    • November 16, 1999

28. Lost Participant Search Service

    By Gadgetfreak, July 19, 2024
    • 3 replies
    • 885 views
    • 
    • ESOP Guy
    • July 22, 2024

29. Cite for not being able to require 2 years for eligibility for safe-ha

    By John A, October 19, 2000
    • 3 replies
    • 1.7k views
    • 
    • Bill Berke
    • November 3, 2000

30. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2000

31. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • April 6, 2001

32. Segregated Accounts

    By Guest MNR, November 8, 2001
    • 3 replies
    • 2.6k views
    • 
    • Lynn Campbell
    • November 8, 2001

33. Proposed Loan and Multiple Loan

    By Guest lforesz, November 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • R. Butler
    • November 8, 2002

34. Plan Document?

    By Jilliandiz, May 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • May 18, 2005

35. Automatic enrollment

    By katieinny, April 26, 2006
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • April 26, 2006

36. Stopping all 401(k) contributions temporarily

    By Santo Gold, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2006

37. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

    By austin3515, January 18, 2017
    • 3 replies
    • 553 views
    • 
    • RatherBeGolfing
    • January 18, 2017

38. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 1.4k views
    • 
    • PFranckowiak
    • February 6, 2020

39. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz, November 19, 2021   

    • distributions
    • anti-cutback
    • (and 1 more)

      Tagged with:

      • distributions
      • anti-cutback
      • mergers
    • 3 replies
    • 1.4k views
    • 
    • gholtz
    • December 9, 2021

40. Are loans subject to 401(a)(4) BRF Rules?

    By LCARUSI, September 4, 1998
    • 3 replies
    • 5.9k views
    • 
    • david shipp
    • September 4, 1998

41. Top Heavy 401k Plan

    By DP, June 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 21, 2000

42. Money purchase pension assets in top heavy testing

    By Mleech, April 3, 2025
    • 3 replies
    • 668 views
    • 
    • ESOP Guy
    • April 3, 2025

43. minimum income to defer $14,000 in 2003

    By Earl, December 17, 2003
    • 3 replies
    • 1.3k views
    • 
    • Earl
    • December 18, 2003

44. Loans from Roth 401k

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

45. Hardship Distributions / Elective Deferral Prohibition

    By hch4cpa, May 7, 2019
    • 3 replies
    • 838 views
    • 
    • Luke Bailey
    • May 9, 2019

46. SECURE ACT no safe harbor notices after 12/31/2019

    By thepensionmaven, March 26, 2020
    • 3 replies
    • 710 views
    • 
    • thepensionmaven
    • March 26, 2020

47. Qualified Birth of Adoption Distribution -does plan accepting transfer of assets and liabilities from a multiple-employer plan that offered them need to accept repayments?

    By bito'money, February 22, 2023
    • 3 replies
    • 1.1k views
    • 
    • bito'money
    • March 1, 2023

48. maximum contributions w/o being discrimnatory!

    By Guest THOMAS TIERNEY, March 15, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • March 16, 2001

49. TPA Fee

    By K-t-F, April 27, 2004
    • 3 replies
    • 4.5k views
    • 
    • alanm
    • May 13, 2004

50. Max Deductible Contribution? Need answer for C-4 test on Thursday!

    By Guest chris4013, May 17, 2005
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 17, 2005