401(k) Plans

19,276 topics in this forum

1. Required Minimum Distribution Plan Amendment

   By Guest sheTexasHammer, April 1, 2009
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • April 1, 2009

2. Alternate Payee is also a participant under the plan

   By Guest JHaggar, September 23, 2005
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • September 23, 2005

3. Recognition of Service

   By Ahuntingus, February 1, 2021
   • 9 replies
   • 1.4k views
   • 
   • Ahuntingus
   • February 2, 2021

4. Who is entitled to Safe Harbor

   By pensionnube, August 13, 2014   

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

5. Amount of Corrective QNEC

   By CLE401kGuy, December 20, 2011
   • 0 replies
   • 1.4k views
   • 
   • CLE401kGuy
   • December 20, 2011

6. How is a fiduciary penalized for engaging in a "conflict of inter

   By Moe Howard, May 3, 2001
   • 2 replies
   • 1.4k views
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   • Jon Chambers
   • May 3, 2001

7. Plan Year Change to have Safe Harbor Plan

   By Guest dstran, January 18, 2006
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • January 19, 2006

8. Non-Spousal Rollover

   By blue, August 8, 2008
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 9, 2008

9. 401k Workflow Management software

   By Guest AJM 34, October 31, 2013
   • 1 reply
   • 1.4k views
   • 
   • Gadgetfreak
   • November 1, 2013

10. Failure to make safe harbor/profit sharing contribution

    By Doghouse, September 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 4, 2014

11. Withdrawal of pre funded employer contribution

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

12. Top heavy contribution and leave of absence

    By blue, November 7, 2006
    • 0 replies
    • 1.4k views
    • 
    • blue
    • November 7, 2006

13. ACP Safe Harbor

    By Guest dmdoug, January 14, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2003

14. 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

15. If a plan permits loans, can the loan be taken from the 401(k), match

    By Felicia, April 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • April 10, 2000

16. Church has several part-time employees who work over 1000 hours a year; can they be excluded under 403(b)?

    By Guest Casey58, December 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • December 10, 2003

17. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

18. Converting New Plans to TPA's Prototype

    By Guest, January 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 21, 2000

19. Coverage & Participation Fails

    By Gadgetfreak, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • September 17, 2009

20. No Contributions in the First Plan Year

    By BeanCounterBlues, February 20, 2017
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • February 24, 2017

21. 1st Year safe harbor plan and Top Heavy

    By Lori H, March 11, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • March 12, 2010

22. Controlled group & successor plan

    By Trekker, September 1, 2006
    • 0 replies
    • 1.4k views
    • 
    • Trekker
    • September 1, 2006

23. Supplemental Security Inocme

    By R. Butler, April 23, 2018
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • April 25, 2018

24. ADP test eligible employee was excluded

    By blue, January 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 18, 2008

25. SERP/HI Tax

    By Guest arasalin, May 11, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 18, 2007

26. Do you physically have to do a Top Heavy test?

    By Brian Gallagher, March 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

27. Formulas for determining annual profit sharing contributions

    By LCARUSI, January 18, 2002
    • 0 replies
    • 1.4k views
    • 
    • LCARUSI
    • January 18, 2002

28. "partially" dissolving a plan

    By Brian Gallagher, December 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • December 10, 2002

29. Billing Participants

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

30. Life Insurance at Termination of Plan

    By 12AX7, April 5, 2010
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • April 5, 2010

31. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 20, 1999

32. Open Enrollment.

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

33. Testing a start up company using statutory exclusions

    By Guest kan, February 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002

34. Finding Missing Participants

    By Guest CarolynA, November 8, 2012
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • November 9, 2012

35. Goodbye SEP, hello 401k

    By Guest R. Daestrom, June 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • goldtpa
    • June 13, 2003

36. Mergers/Acquisitions-what happens to the participants money under old

    By Guest Karen Renee, February 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

37. HCE Threshold - 2006 Publication 560

    By Guest CharlieLaur, May 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 9, 2007

38. Highly Compensated Employee (HCE)

    By Guest AJM 34, April 13, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2007

39. 1099-r question

    By Guest Theresa, January 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • Fredman
    • January 15, 2000

40. Hardship distribution

    By Guest cbcadmin, December 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

41. Hedge Fund Regulations

    By fidu, May 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • fidu
    • May 8, 2002

42. industry averages

    By Guest Juracek, June 9, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 1999

43. Stock Options in a 401K

    By Guest chant44, October 26, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 26, 1999

44. It just doesn't fee right...

    By austin3515, August 16, 2012
    • 9 replies
    • 1.4k views
    • 
    • mbozek
    • August 16, 2012

45. Keeping up with State Tax Withholding Requirements

    By 401king, May 17, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • May 17, 2012

46. particpant loan rolled into a qualified plan within sixty days

    By Guest Jeanie, May 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 9, 2002

47. Getting Ex-Husbands 401K part of divorce

    By Guest Natasha S, August 4, 2009
    • 2 replies
    • 1.4k views
    • 
    • jkdoll2
    • August 4, 2009

48. Rev Proc 2001-17

    By Guest SPOT, July 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • July 9, 2003

49. Charge for "extra" recordkeeping services

    By Guest FREE401k, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

50. Vesting Schedule

    By Guest ars, December 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 10, 1999