401(k) Plans

19,321 topics in this forum

1. Safe Harbor 401(k) and Top Heavy

   By Guest InfoSeeker, February 2, 2004
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 2, 2004

2. Safe Harbor 401k Plans - Proposed Regs for Safe Harbor Match eligibility

   By Guest Ducks, September 16, 2004
   • 3 replies
   • 2.1k views
   • 
   • rcline46
   • September 17, 2004

3. 2003 employer contrib receivables not paid in 2004.... just caught situation

   By Guest LTurner, March 8, 2005
   • 3 replies
   • 1.4k views
   • 
   • mschwechter
   • March 10, 2005

4. Stimulus Bill Write-Up?

   By austin3515, February 26, 2009
   • 3 replies
   • 1.3k views
   • 
   • masteff
   • October 13, 2009

5. "Retirement Plan" Box on Form W-2

   By Guest notapensiongeek, November 15, 2012
   • 3 replies
   • 1.7k views
   • 
   • masteff
   • November 15, 2012

6. Eligibility - Plan Entry Date?

   By R.G., December 6, 2013
   • 3 replies
   • 1.5k views
   • 
   • BG5150
   • December 6, 2013

7. Force out protocol/lost participants

   By Pixie, October 26, 2015   

   • force out
   • lost participant
   • 3 replies
   • 2.4k views
   • 
   • BG5150
   • October 26, 2015

8. The Same Desk Rule

   By Guest David Thomas, September 21, 1998
   • 3 replies
   • 5.3k views
   • 
   • Guest
   • September 24, 1998

9. Changing SH from basic match to 3% non-elective effective 1/1/2025

   By Jakyasar, November 25, 2024
   • 3 replies
   • 955 views
   • 
   • Belgarath
   • December 2, 2024

10. Is it possible to withdraw 401K funds prior to retirement?

    By Guest Carl C, May 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • May 23, 2001

11. prospective class exclusion

    By Guest EDSAADE, July 9, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 10, 2003

12. Fired, how long before received 401k?

    By Guest thestudent, November 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • November 22, 2004

13. Multiple Plans

    By Guest aaaccount, December 14, 2005
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • December 15, 2005

14. Safe Harbor Plan Amendment

    By buckaroo, November 27, 2006
    • 3 replies
    • 1k views
    • 
    • stephen
    • November 28, 2006

15. QSLOB 401(k) Question

    By Guest allisonperry, August 4, 2008
    • 3 replies
    • 4.2k views
    • 
    • JanetM
    • August 4, 2008

16. Correction for loan for more than 50% vested balance

    By BG5150, September 2, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2008

17. Affiliated Service Group Question

    By Madison71, July 26, 2011
    • 3 replies
    • 1.5k views
    • 
    • Jim Norman
    • July 28, 2011

18. Top Paid Group Former Owners

    By Guest shm3803, March 7, 2012
    • 3 replies
    • 962 views
    • 
    • ETA Consulting LLC
    • March 7, 2012

19. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 13, 2015

20. Davis Bacon / Prevailing Wage Plan with safe harbor nonelective offset

    By mattmc82, June 22, 2018
    • 3 replies
    • 3.5k views
    • 
    • ETA Consulting LLC
    • June 24, 2018

21. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 851 views
    • 
    • Pammie57
    • February 13, 2020

22. SE Contribution Calculation

    By Basically, January 31, 2022
    • 3 replies
    • 955 views
    • 
    • Basically
    • January 31, 2022

23. Court order to stop and refund loan repayments

    By Guest koolkid, February 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • February 24, 2003

24. Is 3% Safe Harbor contribution required if no deferrals?

    By jkharvey, November 12, 2003
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • November 13, 2003

25. Age-50 Catch-up Contributions

    By Guest koolkidd, May 24, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2004

26. Top Heavy Minimum covered by Matching Contributions

    By dmb, April 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 4, 2006

27. PLAN SPONSORS PARTING WAYS

    By Guest PAM, February 17, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 22, 1999

28. Fiscal plan deferral limit

    By Jakyasar, August 25, 2022
    • 3 replies
    • 841 views
    • 
    • Jakyasar
    • August 28, 2022

29. Safe Harbor Design

    By Archimage, January 8, 2003
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 8, 2003

30. Participant Loans

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

31. When is the deadline for making matching contributions?

    By Guest W. Blake, July 13, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 13, 2005

32. Auto Enrollment

    By Guest perplexedbypensions, October 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • RCK
    • October 30, 2006

33. 100% vesting if new source

    By 30Rock, September 3, 2015
    • 3 replies
    • 859 views
    • 
    • Mike Preston
    • September 4, 2015

34. A Fiduciary Breach?

    By joel, October 4, 2017
    • 3 replies
    • 542 views
    • 
    • CuseFan
    • October 4, 2017

35. SE with SH Match and Discretionary PS

    By Susan S., August 17, 2018
    • 3 replies
    • 756 views
    • 
    • RatherBeGolfing
    • August 20, 2018

36. Stale Dated Checks

    By Guest sleightholm, September 25, 1998
    • 3 replies
    • 5.6k views
    • 
    • Alonzo
    • September 29, 1998

37. Lifetime Income Illustrations

    By Belgarath, September 27, 2023
    • 3 replies
    • 777 views
    • 
    • Peter Gulia
    • September 27, 2023

38. Tax Withholding on Corrective Distributions

    By Guest rkmarkus, May 29, 2003
    • 3 replies
    • 3.7k views
    • 
    • Tom Poje
    • May 29, 2003

39. Term'd participant is now perm. disabled

    By doombuggy, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • doombuggy
    • March 23, 2004

40. Buy-back of forfeitures question

    By Brian Gallagher, June 18, 2004
    • 3 replies
    • 2.6k views
    • 
    • masteff
    • April 3, 2009

41. Maintaining Participant Accounts

    By austin3515, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2005

42. Help with 401K annuity roll-over

    By Guest heike, January 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 19, 2006

43. Relius and distributions

    By Guest stevena1, October 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • October 30, 2006

44. March 15th Deadline

    By justatester, January 9, 2009
    • 3 replies
    • 2.4k views
    • 
    • BG5150
    • January 9, 2009

45. recognizing past service / 401k testing

    By CLE401kGuy, January 25, 2019
    • 3 replies
    • 757 views
    • 
    • Bri
    • January 28, 2019

46. document restatement after termination date

    By WCC, March 29, 2021
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • May 5, 2021

47. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 891 views
    • 
    • Cobras59
    • June 28, 2022

48. Recordkeeper for Plan without Assets

    By Guest L, July 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • August 2, 2000

49. Simple IRA and 401(k)

    By Guest Tbrown, December 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 18, 2008

50. Election Not to Participate - for 5 years?

    By Gudgergirl, February 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • February 2, 2011