401(k) Plans

19,321 topics in this forum

1. ADP refunds after full balance already distributed

   By jkharvey, October 31, 2008
   • 3 replies
   • 1.5k views
   • 
   • K2retire
   • November 3, 2008

2. Sec 409A comp eligible for 401k deferrals?

   By Amanda Newell, February 7, 2018   

   • 409a
   • 401k
   • 3 replies
   • 1.5k views
   • 
   • Amanda Newell
   • February 8, 2018

3. Domestic Partners

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

4. Successor 401(k) Plan

   By mschwechter, November 10, 2004
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • November 10, 2004

5. Excruciating Minutiae

   By austin3515, March 12, 2009
   • 6 replies
   • 1.5k views
   • 
   • austin3515
   • March 14, 2009

6. Non spouse beneficiaries

   By Guest LSULLIVAN, May 25, 2007
   • 4 replies
   • 1.5k views
   • 
   • austin3515
   • May 27, 2007

7. Calculating earned income for a sole proprietor

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

8. Lincoln LOD

   By PainPA, March 13, 2008
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 13, 2008

9. 401k Alternatives

   By Guest dziegler, October 22, 2005
   • 1 reply
   • 1.5k views
   • 
   • four01kman
   • October 22, 2005

10. 401(k) Plan with Employer Securities: diversification notice required?

    By Guest Troy S., September 11, 2007
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 13, 2007

11. ROBS Plan needs a valuation

    By austin3515, December 14, 2016
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 14, 2016

12. Multiple Employer Plan / 415 Limits

    By austin3515, February 6, 2017
    • 4 replies
    • 1.5k views
    • 
    • KJohnson
    • February 7, 2017

13. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 8, 2017

14. requested service agreement

    By richard, September 25, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • September 25, 1999

15. Safe Harbor Match and other qualified plan

    By Guest Joanne Davey, February 27, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2012

16. 401(k) deferrals exceed plan limit

    By Guest SPOT, February 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 25, 2002

17. Trustee Was Killed

    By Coleboy1, August 5, 2025
    • 10 replies
    • 1.5k views
    • 
    • Below Ground
    • August 7, 2025

18. Distributions - Plan Termination

    By Guest h_nowicki, June 16, 2005
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 16, 2005

19. Amend SH Plan now to change PS method for '20?

    By BG5150, December 20, 2019
    • 11 replies
    • 1.5k views
    • 
    • Larry Starr
    • January 3, 2020

20. Fee for Safe-Harbor 401(k)

    By chris, August 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 11, 1999

21. Rollovers

    By Jilliandiz, November 18, 2005
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • November 18, 2005

22. Controlled Group and document

    By cpc0506, April 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • April 26, 2010

23. 3% Non-Elective Safe Harbor Contribution and Re-Hired E/ee

    By chris, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001

24. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • k man
    • October 22, 2003

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

    By Guest prowcite, August 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 14, 2001

26. 401(k) SHNEC w/ Discretionary Match

    By Guest notapensiongeek, January 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 6, 2009

27. penaly tax for late 401K deposits

    By Guest ANITAO, June 6, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2000

28. 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

29. Stopping all 401(k) contributions temporarily

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

30. Surgical Ctrs exempted from ASG definition?

    By MSN, February 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • Jim Norman
    • February 15, 2008

31. Wanting Web-Based Census Completion

    By Guest JTBRadmin, January 9, 2008
    • 6 replies
    • 1.5k views
    • 
    • FAPInJax
    • March 18, 2008

32. Insurance in 401(K) Plans

    By mming, March 2, 2000
    • 0 replies
    • 1.5k views
    • 
    • mming
    • March 2, 2000

33. Reliance on determination letter

    By Guest VEBA Las Vegas, August 3, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 3, 2004

34. Full Scope Audit

    By Guest contman, August 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 9, 2002

35. 401K & Roth IRA in same year?

    By Guest Harrydoodl, March 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • March 25, 2001

36. Investing 401(k) contributions

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

37. Tax Credit, New Plan

    By Guest m.n.ouellette, March 28, 2007
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 28, 2007

38. $170k Annunal Compensation Limits in Year End Testing

    By Guest Jennifer M., May 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 23, 2002

39. Paying TPA Fees from Plan Assets

    By Pensions2020, December 4, 2020
    • 3 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • December 4, 2020

40. Entry Date for Short Plan Year

    By Guest esi-jht, August 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2006

41. 401(k) Loan

    By Alex Daisy, September 23, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2008

42. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 8, 2013

43. 401(m) and coverage test

    By Guest dpk, March 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 9, 2003

44. Safe Harbor 401k vs Asset Sale

    By gregburst, June 13, 2018
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • June 14, 2018

45. Loans & Hardships

    By Brian Gallagher, March 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 17, 2003

46. When to allow change in deferral amount

    By jkharvey, February 15, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2002

47. Spousal Consent

    By JKW, May 17, 2010
    • 4 replies
    • 1.5k views
    • 
    • JKW
    • May 18, 2010

48. Participant Loans

    By austin3515, August 25, 2004
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • August 25, 2004

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

    By chris, August 27, 2002
    • 7 replies
    • 1.5k views
    • 
    • E as in ERISA
    • August 29, 2002

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

    By pbarrett, August 30, 1999
    • 0 replies
    • 1.5k views
    • 
    • pbarrett
    • August 30, 1999