401(k) Plans

19,321 topics in this forum

1. Rehire Eligibility

   By Guest Tdavid, November 11, 2011
   • 2 replies
   • 1.4k views
   • 
   • JanetM
   • November 29, 2011

2. Loan Default

   By ratherbereading, July 21, 2015
   • 2 replies
   • 878 views
   • 
   • austin3515
   • July 22, 2015

3. Stoppage of Match - regular or SH - Notice Required

   By Pammie57, April 2, 2020
   • 2 replies
   • 624 views
   • 
   • PainPA
   • April 8, 2020

4. 5500 audit report--short year exception

   By Guest m thom, December 3, 1999
   • 2 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • December 9, 1999

5. Plan contribution when there is no compensation.

   By Tom, April 3, 2024
   • 2 replies
   • 936 views
   • 
   • Bill Presson
   • April 3, 2024

6. Two dc plans to get 25% deduction for employer?

   By Guest cascigm, August 2, 2000
   • 2 replies
   • 1.6k views
   • 
   • Larry M
   • August 2, 2000

7. Investment Management Fees

   By Guest DDDlump, June 20, 2001
   • 2 replies
   • 1.7k views
   • 
   • k man
   • June 21, 2001

8. Recoupment of overpayments made to deceased participant

   By Guest TroyRiley, October 26, 2003
   • 2 replies
   • 2.8k views
   • 
   • mbozek
   • October 27, 2003

9. Data/Documents - Property of?

   By k man, November 21, 2005
   • 2 replies
   • 1.2k views
   • 
   • k man
   • November 22, 2005

10. Workforce Goes Union

    By Below Ground, September 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • September 14, 2006

11. 1040 Schedule C 401k Election

    By austin3515, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • movedon
    • April 17, 2012

12. Rollovers from employer plan to Roth IRAs

    By Nassau, May 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 31, 2012

13. Remove a participating employer

    By 401Kerfuffle, December 6, 2018
    • 2 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 7, 2018

14. QNEC

    By bzorc, July 9, 2020
    • 2 replies
    • 807 views
    • 
    • austin3515
    • July 10, 2020

15. Deferrals for Part-Time Employees

    By Guest JCONNER, October 23, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 24, 1998

16. Fully Vest Term'd EEs Non-vested Bals?

    By Guest cole stevenson, August 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • August 31, 2000

17. A question about excluding participants from ACP Test.

    By Guest, February 9, 2001
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 12, 2001

18. Top Heavy Vesting

    By Guest bernard comey, July 13, 2001
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • July 13, 2001

19. Is there such a thing as "permissive disaggregation"

    By Guest sb actuary, September 9, 2005
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 9, 2005

20. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com, March 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • March 12, 2006

21. simple ADP test question

    By Santo Gold, December 7, 2007
    • 2 replies
    • 1.1k views
    • 
    • Santo Gold
    • December 7, 2007

22. 2008 1099-R never issued; now what?

    By Guest jusducki, April 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • April 15, 2009

23. Suspension Letter

    By Guest newport, December 7, 2010
    • 2 replies
    • 2.5k views
    • 
    • Kevin C
    • November 3, 2011

24. Safe Harbor Correction

    By pixmax, March 13, 2012
    • 2 replies
    • 948 views
    • 
    • Lou S.
    • March 13, 2012

25. HCE got too much match

    By Santo Gold, February 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • Will.I.Am
    • February 27, 2020

26. K-1 Compensation Question

    By austin3515, November 3, 2015
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • November 3, 2015

27. EACA related

    By Jakyasar, April 4, 2024
    • 2 replies
    • 431 views
    • 
    • Jakyasar
    • April 4, 2024

28. Maximizing Contributions

    By khn, June 1, 2024
    • 2 replies
    • 542 views
    • 
    • truphao
    • June 1, 2024

29. Withdrawal my 401 k funds

    By Henry clay, October 8, 2024   

    • jim hatfield
    • 2 replies
    • 320 views
    • 
    • QDROphile
    • October 8, 2024

30. Depositing elective deferrals before they occur

    By mariemonroe, April 23, 2025
    • 2 replies
    • 912 views
    • 
    • Paul I
    • April 23, 2025

31. Postpone Start of Safe Harbor 401(k)??

    By chris, March 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Richard Anderson
    • March 23, 2001

32. Hardship withdrawal -- Definition of medical expense?

    By Guest DebM, July 13, 2001
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • July 13, 2001

33. ADP Compensation

    By Guest Chris May, February 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2003

34. contributions and excise tax

    By lexi, December 1, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2006

35. SO confused ~ SH 3% + Disc Match

    By Guest North Meets South, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2012

36. 401(k) Plan with Safe Harbor and last day requirement

    By pensionnube, February 2, 2015   

    • 401(k)
    • Safe Harbor
    • (and 3 more)

      Tagged with:

      • 401(k)
      • Safe Harbor
      • Last Day
      • gateway
      • correcive amendment
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2015

37. Loans and Bankrupcy

    By 52626, April 14, 2016
    • 2 replies
    • 806 views
    • 
    • Lou S.
    • April 14, 2016

38. rehire entry date

    By WCC, August 12, 2016
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • August 12, 2016

39. Remove Auto Enroll

    By CJS07, March 22, 2017   

    • timing?
    • 2 replies
    • 2.3k views
    • 
    • TPAJake
    • March 23, 2017

40. QNEC in testing

    By tpyle, May 22, 2019
    • 2 replies
    • 2.5k views
    • 
    • justanotheradmin
    • May 22, 2019

41. 401a4 Testing Question

    By Nic Pospiech, February 16, 2021
    • 2 replies
    • 816 views
    • 
    • MWeddell
    • February 17, 2021

42. Deduction on 1040 for a partner in a 401k plan

    By PamR, June 11, 2021
    • 2 replies
    • 687 views
    • 
    • Luke Bailey
    • June 15, 2021

43. Disposition of Form 1099-R for Non-Distribution

    By LCARUSI, October 26, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 26, 1998

44. 25% Deduction and off-calendar plan year

    By kocak, November 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • kocak
    • November 13, 2002

45. Shifting elective deferrals to the ACP test

    By jaemmons, August 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • August 21, 2003

46. Can a match exceed 100%?

    By Guest jaatirs, February 5, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2004

47. Failed ADP Test Really Passes

    By goldtpa, May 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • goldtpa
    • May 9, 2007

48. Benefits, Rights, and Features Question

    By Guest DCquestioner, June 12, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 16, 2009

49. ACAs, QACAs & EACAs

    By Tom Poje, September 8, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 30, 2009

50. Benchmarking Service Providers

    By khn, December 30, 2019
    • 2 replies
    • 728 views
    • 
    • Luke Bailey
    • December 31, 2019