401(k) Plans

19,275 topics in this forum

1. Major disaster and hardship withdrawals

   By Guest PSHowell, October 7, 2004
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • October 8, 2004

2. Make Whole Payment to HCE for Tax on Excess Contributions?

   By casey72, December 13, 2017
   • 22 replies
   • 2.5k views
   • 
   • jpod
   • December 27, 2017

3. Make-Up contributions

   By Guest dhall5, May 4, 2007
   • 2 replies
   • 1.4k views
   • 
   • austin3515
   • May 7, 2007

4. Make-up under Rev, Proc. 2015-28

   By Belgarath, September 21, 2016
   • 5 replies
   • 613 views
   • 
   • chc93
   • September 21, 2016

5. Making distributions late in Plan Year

   By rblum50, November 10, 2016
   • 14 replies
   • 2.2k views
   • 
   • Mike Preston
   • November 16, 2016

6. Making Up Missed Roth Contributions

   By metsfan026, July 17
   • 5 replies
   • 929 views
   • 
   • WCC
   • July 18

7. Management Co./control group/coverage

   By Guest LLandau, July 3, 2002
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • July 8, 2002

8. Management function - Controlled Group

   By rmaker, August 24, 2016
   • 7 replies
   • 928 views
   • 
   • david rigby
   • August 26, 2016

9. Management group

   By R. Butler, August 13, 2014
   • 2 replies
   • 874 views
   • 
   • Kevin C
   • August 13, 2014

10. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • October 4, 2014

11. Management Service Organization and Safe Harbor

    By Chippy, November 10, 2021
    • 2 replies
    • 505 views
    • 
    • Chippy
    • November 10, 2021

12. managing revenue sharing

    By Guest MBERISA, July 7, 2010
    • 0 replies
    • 813 views
    • 
    • Guest
    • July 7, 2010

13. Mandarin and Cantonese call center?

    By Matt RPS, July 17, 2024
    • 2 replies
    • 715 views
    • 
    • Matt RPS
    • July 18, 2024

14. Mandatory (required) Employee Contribution

    By Guest tjt169, November 25, 2013
    • 9 replies
    • 5.7k views
    • 
    • Guest
    • November 26, 2013

15. Mandatory 20% withholding on hardship distribution not paid.

    By rblum50, July 9, 2024
    • 1 reply
    • 753 views
    • 
    • C. B. Zeller
    • July 9, 2024

16. Mandatory Arbitration In Pension Plans

    By Randy Watson, March 16, 2005
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • March 16, 2005

17. Mandatory Auto Enrollment

    By FishOn, January 15
    • 1 reply
    • 666 views
    • 
    • Paul I
    • January 15

18. Mandatory Auto Enrollment 1/1/2025 and beyond

    By austin3515, December 23, 2024
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 24, 2024

19. Mandatory Auto Enrollment Effective Date

    By FishOn, April 15
    • 2 replies
    • 4.5k views
    • 
    • Peter Gulia
    • April 15

20. Mandatory Auto Enrollment Workaround

    By austin3515, September 24, 2024
    • 13 replies
    • 1.7k views
    • 
    • austin3515
    • September 26, 2024

21. Mandatory Automatic Enrollment and Pooled Plans

    By austin3515, September 10
    • 4 replies
    • 1.3k views
    • 
    • acm_acm
    • September 12

22. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant, October 17
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • October 17

23. mandatory automatic enrollment count... and part-time employees

    By AlbanyConsultant, October 22
    • 1 reply
    • 425 views
    • 
    • C. B. Zeller
    • October 22

24. Mandatory Cash Out

    By Guest ebailey, May 19, 2009
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • May 20, 2009

25. Mandatory cash out (IRA) question

    By k man, April 27, 2006
    • 4 replies
    • 1.5k views
    • 
    • Archimage
    • April 27, 2006

26. Mandatory Cash-out and the old look back rule

    By Guest PJW, September 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 2002

27. Mandatory Cash-Out Question--Unresponsive Accounts Under $1000

    By TPAJake, October 19, 2016
    • 10 replies
    • 2.2k views
    • 
    • ESOP Guy
    • April 7, 2017

28. Mandatory contribution to 401(k)

    By Guest ToddBonham, December 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • December 4, 2009

29. Mandatory Contributions

    By rcline46, April 5, 2011
    • 0 replies
    • 866 views
    • 
    • rcline46
    • April 5, 2011

30. Mandatory Contributions

    By Guest MDG, September 9, 2003
    • 9 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • September 10, 2003

31. Mandatory Disaggregation

    By Guest yahoo, May 13, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 13, 1999

32. Mandatory Discontinuance of 401(k) Deferrals

    By Guest Ira Hayes, August 23, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 23, 2006

33. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 21, 2020

34. Mandatory Distributions

    By Tom, October 22, 2024
    • 1 reply
    • 417 views
    • 
    • justanotheradmin
    • October 22, 2024

35. Mandatory ER Contributions

    By Guest hpaine, November 20, 2002
    • 15 replies
    • 3.6k views
    • 
    • JanetM
    • December 4, 2002

36. Mandatory Federal Withholding - Form W4-R

    By John K, June 20, 2024
    • 7 replies
    • 5.4k views
    • 
    • CuseFan
    • June 21, 2024

37. Mandatory Integration

    By sdix401k, September 6, 2007
    • 14 replies
    • 3k views
    • 
    • sdix401k
    • September 10, 2007

38. Mandatory IRA rollover 401(a)31(b)

    By Guest bouncingsoul, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 22, 2008

39. Mandatory Match

    By Randy Watson, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • September 24, 2009

40. Mandatory Match for Catch Up Contribs?

    By Guest ResearchGirl, February 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 12, 2008

41. Mandatory Roll OUt

    By Guest BigBish1966, August 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2004

42. Mandatory Roth -- Deemed Roth Feature -- Timing Issue

    By Interested Party, August 26
    • 4 replies
    • 1.2k views
    • 
    • Interested Party
    • August 26

43. Mandatory Roth / Plans where HCE's hit 415 Limit

    By austin3515, October 26
    • 4 replies
    • 634 views
    • 
    • Peter Gulia
    • October 28

44. Mandatory Roth Catch Up related

    By Jakyasar, Wednesday at 10:10 PM
    • 9 replies
    • 421 views
    • 
    • John Feldt ERPA CPC QPA
    • 10 hours ago

45. Mandatory Roth catch-up

    By Ian, January 19
    • 2 replies
    • 1.1k views
    • 
    • Ian
    • January 20

46. Mandatory Roth Catch-Up Contributions

    By Jen, February 27
    • 2 replies
    • 1.1k views
    • 
    • Jen
    • February 27

47. Mandatory Roth Catch-Up Correction Method -- Followed by EPCRS Correction?

    By Interested Party, November 6
    • 2 replies
    • 332 views
    • 
    • Interested Party
    • November 7

48. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke, Wednesday at 08:45 PM
    • 2 replies
    • 230 views
    • 
    • Peter Gulia
    • Thursday at 01:38 PM

49. Mandatory Roth Catchups

    By FishOn, September 22
    • 8 replies
    • 2k views
    • 
    • Paul I
    • September 25

50. Mandatory State Tax Withholding

    By Gadgetfreak, January 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 1, 2011