401(k) Plans

19,321 topics in this forum

1. SERP/HI Tax

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

2. 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

3. QACA Plan

   By 52626, February 25, 2022
   • 4 replies
   • 1.4k views
   • 
   • Gadgetfreak
   • February 27, 2022

4. "partially" dissolving a plan

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

5. Controlled Group

   By Guest pjb, September 4, 2002
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • September 4, 2002

6. Terminated Plan - final 5500

   By Florence, January 9, 2022
   • 8 replies
   • 1.4k views
   • 
   • Bird
   • January 11, 2022

7. industry averages

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

8. Is this plan FUBAR?

   By goldtpa, March 7, 2003
   • 5 replies
   • 1.4k views
   • 
   • jaemmons
   • March 10, 2003

9. 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

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

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

11. Getting Ex-Husbands 401K part of divorce

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

12. Non-Spousal Rollover

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

13. Partial Termination

    By Guest Dwang, September 16, 2010
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • September 17, 2010

14. Interest on Late Deferral Deposits - tiny amounts

    By ldr, May 28, 2019   

    • deferrals
    • form 5330
    • (and 1 more)

      Tagged with:

      • deferrals
      • form 5330
      • late deposits
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • May 29, 2019

15. Hardship Distribution

    By rblum50, July 21, 2010
    • 4 replies
    • 1.4k views
    • 
    • rblum50
    • July 22, 2010

16. 2005 Limits Brochure

    By Guest mmc, December 2, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2004

17. Converting New Plans to TPA's Prototype

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

18. Top Heavy contribution required

    By katieinny, October 13, 2009
    • 7 replies
    • 1.4k views
    • 
    • rcline46
    • October 13, 2009

19. 1300 Hours for PS Contribution

    By susieQ, June 27, 2019
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2019

20. terminated plan

    By stevena, August 3, 2005
    • 5 replies
    • 1.4k views
    • 
    • stevena
    • August 5, 2005

21. Amend to Safe-harbor 401(k)?

    By SMB, August 10, 2005
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • August 10, 2005

22. New Laws on Social Security Numbers

    By zimbo, September 6, 2007
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2007

23. Eligibility Requirements for new 401k Plans

    By dragondon, November 16, 2022
    • 3 replies
    • 1.4k views
    • 
    • Roycal
    • November 17, 2022

24. Plan year amended to calendar year, after the calendar year started

    By Jean, August 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

25. Hardship distribution

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

26. 401k Plans 50% Growth

    By Guest scarletrose, September 20, 2006
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • September 21, 2006

27. Recovering Fees and Commissions For Your Participants

    By Guest Charles Friday, May 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 24, 1999

28. Bankruptcy and timing of amendment to pay plan expenses from the plan ...

    By Spencer, April 12, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • April 13, 2005

29. Employer Match Forefeitable

    By Guest koo, September 24, 2009
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • September 25, 2009

30. Is it a prohibited transaction?

    By Guest And another thing ..., February 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 1, 2002

31. Annual Disclosure Notice to Participants

    By gregburst, July 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • cpc0506
    • July 13, 2012

32. 3% SHNEC excludes HCE's - 414s testing??

    By austin3515, March 23, 2015
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • March 26, 2015

33. Testing for aggregated plans

    By Kevin C, April 13, 2012
    • 8 replies
    • 1.4k views
    • 
    • Kevin C
    • April 16, 2012

34. 401(k) Disclosure

    By Guest Jack19, July 11, 2008
    • 5 replies
    • 1.4k views
    • 
    • JanetM
    • July 15, 2008

35. Basic Eligibility Question But Can't Get it Straight

    By rlb64, June 16, 2009
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • June 17, 2009

36. 401k safe harbor -- owner is the only participant

    By Guest Factster, August 3, 2001
    • 3 replies
    • 1.4k views
    • 
    • wmyer
    • August 3, 2001

37. Safe harbor term and SIMPLE 401-k establishment

    By Guest pensionadmin, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 11, 2001

38. California Brown law; what is it?

    By alexa, November 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • November 19, 2001

39. DOL Relents on De Facto DIA's in Brokerage Windows

    By austin3515, July 30, 2012
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • August 2, 2012

40. "r" Qnec????

    By Guest KD40, September 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 25, 2002

41. Testing a start up company using statutory exclusions

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

42. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2000

43. ADP Refund Deadline

    By Guest milehighheel, March 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 15, 2010

44. Participating company gets no discretionary match - employees part of ACP test?

    By Harwood, June 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 17, 2004

45. Timing of plan termination when employer no longer exists

    By ldr, December 16, 2020   

    • plan termination
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 17, 2020

46. Goodbye SEP, hello 401k

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

47. tiered match

    By Guest greggi39, June 17, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2005

48. Catch up contributions - off calendar year

    By Guest revier, January 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • January 13, 2005

49. Top Heavy and Safe Harbor match question

    By Lori H, September 11, 2013
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • September 13, 2013

50. compensation

    By Guest mk2308, August 15, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2005