401(k) Plans

19,321 topics in this forum

1. Fidelity Bond

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

2. Failed to Start Deferrals

   By DP, November 23, 1999
   • 2 replies
   • 1.4k views
   • 
   • Earl
   • November 25, 1999

3. 2015 plan limits

   By pmacduff, October 6, 2014
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • October 15, 2014

4. Safe Harbor Multiple Employer Plan

   By rcline46, October 26, 2005
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • October 26, 2005

5. Multiple Employer Plan - one sponsor discontinues

   By Guest Moira, December 2, 2009
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • December 16, 2009

6. Contribution Timing

   By Guest bbillik, July 20, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 20, 2005

7. revised safe harbor notice

   By Tom Poje, November 7, 2006
   • 0 replies
   • 1.4k views
   • 
   • Tom Poje
   • November 7, 2006

8. takeovers and 401K

   By Guest Amy Hall, April 6, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 8, 2002

9. Assignment Issue? Forgoing Match By Receiving Student Loan Assistance

   By erisa parrot, October 20, 2017
   • 8 replies
   • 1.4k views
   • 
   • Luke Bailey
   • October 23, 2017

10. Each in own group / No Allocation Conditions

    By austin3515, February 1, 2023
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • February 2, 2023

11. "Double" Distribution

    By k man, April 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • bzorc
    • April 14, 2003

12. Need ideas for client feedback.

    By stevena, July 24, 2003
    • 5 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • July 25, 2003

13. Two Safe Harbor Contributions OK....?

    By chris, October 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 18, 2005

14. QNEC to pass 410b

    By Guest mdelin, November 13, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 13, 2014

15. Withdrawing company stock from 401(k) plans

    By Guest DMR, September 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2001

16. Eligibility for Owner

    By Pammie57, October 4, 2016
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • October 12, 2016

17. Spin Off Help.

    By Guest buxbaum2, October 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • October 11, 2004

18. QNEC Correction for improperly-excluded leased employees

    By Guest JackPoint, December 16, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2008

19. Withdrawal of pre funded employer contribution

    By k man, December 19, 2008
    • 4 replies
    • 1.4k views
    • 
    • k man
    • December 23, 2008

20. Fighting for a better 401(k)....

    By Guest blltnyc, July 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2001

21. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2003

22. Billing Participants

    By Guest Don J. Smith, January 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 26, 2000

23. Any restrictions on business owner obtaining loans from his or her bus

    By Guest msearle, November 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 1999

24. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • March 3, 2017

25. Who is entitled to Safe Harbor

    By pensionnube, August 13, 2014   

    • Safe Harbor
    • termed
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • August 14, 2014

26. Coverage-General Testing

    By justatester, May 18, 2010
    • 9 replies
    • 1.4k views
    • 
    • Kevin C
    • May 19, 2010

27. Allocation Requirements Retro Waiver

    By LANDO, January 31, 2014   

    • Allocation Requirements Waive
    • 3 replies
    • 1.4k views
    • 
    • LANDO
    • February 3, 2014

28. 401(k) company contributions

    By Guest Jacqueline Armagost, September 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 12, 2001

29. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife, March 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2006

30. What to do in a 401(k) merger where the plan to be merged was not prop

    By Guest ejohnson, April 19, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 1999

31. Timing of Forfeiture--DC Plan

    By Guest aciepluch, October 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 19, 2006

32. Multiple Employer Plans

    By Guest JTurner, May 9, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 12, 2000

33. 6406 - Notice to Interested Parties

    By Guest robinmingle, January 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 2002

34. Convert only After-tax employee contributions via In-plan Roth rollover?

    By Will.I.Am, May 25, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 30, 2022

35. Deferrals Not Calculated Correctly

    By Guest DCquestioner, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2009

36. Late ADP ACP corrections

    By Tom, April 5, 2024
    • 4 replies
    • 1.4k views
    • 
    • Bri
    • April 9, 2024

37. thoughts on HPI deferral elections?

    By AlbanyConsultant, August 21, 2025
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 22, 2025

38. 401(k) contributions based on age & service

    By Guest Nautical, September 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 2005

39. Safe harbor match plus discretionary match

    By Belgarath, May 22, 2018
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 20, 2018

40. Catch-up Contributions; payroll vendor caps the participant at the 402(g) limit first and then in the NEXT payroll cycle will begin catch-up contributions

    By DTH, December 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • December 19, 2003

41. Summary Annual Reports

    By Guest T L Williamson, September 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • September 29, 1999

42. IRS Filing Requirements

    By dragondon, September 7, 2023
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • September 12, 2023

43. Open Enrollment.

    By Guest Thornton, January 7, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

44. IRS Audit

    By goldtpa, August 19, 2011
    • 4 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 20, 2011

45. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr, September 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2004

46. Can someone tell me the proper method of accomplishing a transfer of 4

    By Guest JBDixon, November 4, 1999
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • November 5, 1999

47. One man plan investing in collectibles

    By jkharvey, September 26, 2014
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • September 29, 2014

48. e-Delivery of Part. Fee Disclosures - Dazed and Confused

    By austin3515, June 20, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • June 23, 2014

49. Safe Harbor Plan

    By PMC, May 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • PMC
    • May 22, 2001

50. Minimum Hardship Amount

    By Guest Julie, April 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • April 28, 2004