401(k) Plans

19,276 topics in this forum

1. Where can we find information about the average % that employers contr

   By Guest JFBEARB, March 1, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 5, 2002

2. If plan passed WITHOUT restructuring in 1997, but failed WITH restuctu

   By Guest Mich, February 20, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 9, 1999

3. Participant Directed Brokerage or "supermarket" accounts in

   By Guest Kerry, March 11, 1999
   • 3 replies
   • 1.4k views
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   • Dawn Hafner
   • March 12, 1999

4. 401(k) Rollover Question

   By Guest Benmark, January 15, 2009
   • 5 replies
   • 1.4k views
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   • Bird
   • January 16, 2009

5. Estimated Indexed Limits for 2000?

   By Guest, September 30, 1999
   • 5 replies
   • 1.4k views
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   • Guest
   • October 29, 1999

6. Unallocated account upon plan termination

   By 7806akp, April 20, 2011
   • 0 replies
   • 1.4k views
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   • 7806akp
   • April 20, 2011

7. 401(k) plan for a company where the only compensation paid is commissi

   By John A, February 23, 2001
   • 1 reply
   • 1.4k views
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   • Guest
   • February 27, 2001

8. 103(a)(3)(c) audit - Not all investments certified

   By Taffy Auditor, February 28, 2023
   • 2 replies
   • 1.4k views
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   • gabrielnm13
   • August 27, 2024

9. carving out class based on tenure

   By k man, May 19, 2005
   • 9 replies
   • 1.4k views
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   • david rigby
   • May 20, 2005

10. Safe Harbors - Timing of Contributions

    By Guest EBraxton, August 3, 1999
    • 1 reply
    • 1.4k views
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    • LCARUSI
    • August 4, 1999

11. Temps making Loan Payments

    By Guest BigBish, May 8, 2009
    • 4 replies
    • 1.4k views
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    • BG5150
    • May 11, 2009

12. Information needed in regard to an audit signed by an actuary for a 40

    By Guest Michael Anderson, May 2, 2001
    • 3 replies
    • 1.4k views
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    • Guest
    • May 3, 2001

13. Owner dies - Child still HCE?

    By Guest Tbrown, November 30, 2006
    • 4 replies
    • 1.4k views
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    • Guest
    • November 30, 2006

14. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
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    • MWeddell
    • February 12, 2001

15. ROBS Plan needs a valuation

    By austin3515, December 14, 2016
    • 2 replies
    • 1.4k views
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    • ESOP Guy
    • December 14, 2016

16. Traditional safe harbor 401k restating to QACA

    By 30Rock, February 9, 2019
    • 5 replies
    • 1.4k views
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    • Luke Bailey
    • February 11, 2019

17. Lost Plan Amendment Documents

    By Guest Ski Fast, May 11, 2007
    • 4 replies
    • 1.4k views
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    • Guest
    • May 11, 2007

18. In-service distribution

    By PensionNewbee, May 6, 2004
    • 6 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • May 10, 2004

19. Partial Plan Termination

    By Hoard1, May 8, 2000
    • 0 replies
    • 1.4k views
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    • Hoard1
    • May 8, 2000

20. Safe Harbor Nonelective with additional Employer Profit Sharing

    By PMC, February 6, 2008
    • 0 replies
    • 1.4k views
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    • PMC
    • February 6, 2008

21. Requesting extension for 3/15 deadlines

    By R. Butler, February 20, 2003
    • 2 replies
    • 1.4k views
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    • R. Butler
    • February 28, 2003

22. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.4k views
    • 
    • Doc Ument
    • October 17, 2019

23. Service Member's Civil Relief Act of 2003 - Notice to Creditor Before 6% Interest Cap

    By Guest rocnrols2, February 2, 2004
    • 1 reply
    • 1.4k views
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    • Belgarath
    • February 3, 2004

24. Deferrals in an LLC

    By Guest Crystal, December 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • EGB
    • December 1, 1999

25. Integrated w/SS Part II

    By ratherbereading, May 12, 2020
    • 5 replies
    • 1.4k views
    • 
    • ratherbereading
    • May 13, 2020

26. electronic 401(k) enrollment

    By lexi, December 5, 2006
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • December 7, 2006

27. Controlled Group - Family Attribution

    By commishvp, April 20, 2015
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • April 21, 2015

28. Testing Reported on Form 5500

    By ERISA25, September 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • chc93
    • September 28, 2013

29. 414s

    By justatester, October 4, 2019
    • 4 replies
    • 1.4k views
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    • Doc Ument
    • October 7, 2019

30. Form 5500 Schedule T coverage

    By Guest SJPrince, January 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 20, 2003

31. Lost earnings rate of return

    By cpc0506, November 4, 2014
    • 4 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 6, 2014

32. Short plan year, what hours to prorate?

    By BG5150, August 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2020

33. When is the deadline for making matching contributions?

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

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

    By BG5150, December 20, 2019
    • 11 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 3, 2020

35. Time Limit for Plan Participant Distribution

    By Guest Mark Manning, December 7, 1999
    • 2 replies
    • 1.4k views
    • 
    • Hoard1
    • December 8, 1999

36. Any one heard of an internet based 401(k) plan that any company can ad

    By Guest Mike Lanio, March 29, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

37. Top Heavy Term Plan Question

    By Hoard1, September 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 26, 2000

38. ACP testing, excluded class of employees

    By Belgarath, October 27, 2017
    • 6 replies
    • 1.4k views
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    • NJ Mike
    • October 27, 2017

39. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • June 4, 2010

40. Failed to follow participant direction

    By Guest ERead, December 31, 1998
    • 2 replies
    • 1.4k views
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    • Guest
    • December 31, 1998

41. Hardship Distributions

    By Guest Newbie1, May 22, 2006
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • June 9, 2006

42. Deferral limitations after EGTRRA

    By chris, February 23, 2002
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • February 25, 2002

43. Can Summary Annual Reports be delivered with paychecks rather than via U.S. mail?

    By Guest lmoiseyev, September 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 24, 2003

44. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.4k views
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    • Kevin C
    • February 3, 2009

45. 401k employee contribution limit

    By Guest mulrenan, July 21, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • July 23, 1999

46. Fidelity Bond

    By PFranckowiak, August 5, 2009
    • 2 replies
    • 1.4k views
    • 
    • PFranckowiak
    • August 6, 2009

47. Automatic step-up of deferral rates

    By AlbanyConsultant, March 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • March 14, 2005

48. Stop Safe Harbor on 1/1 - notice requirement

    By TinaW, December 30, 2024
    • 6 replies
    • 1.4k views
    • 
    • Lou S.
    • January 3

49. Common Mistakes in Administering a Plan

    By Guest RW, April 30, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alan Simpson
    • May 1, 2000

50. 401(k) Participant Statements

    By Guest KellyMusico, November 25, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • November 25, 2003