401(k) Plans

19,276 topics in this forum

1. Automatic enrollment guide from DOL and IRS

   By Tom Poje, January 16, 2009
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • January 17, 2009

2. Rollover before eligible

   By msmith, December 21, 2018
   • 3 replies
   • 1.4k views
   • 
   • Luke Bailey
   • December 27, 2018

3. 3% SH for termed participant who returned for 2 weeks following two ye

   By Cathy from Chicago, January 20, 2003
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 20, 2003

4. Questions when interviewing new Plan Council

   By Guest jgroves, May 26, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 26, 2000

5. Employer with SIMPLE IRA wants to adopt a 401(k)

   By Guest Judy S, January 21, 2005
   • 7 replies
   • 1.4k views
   • 
   • jevd
   • January 24, 2005

6. self-employed individuals and net earned income calculation

   By Guest MES, January 28, 2002
   • 1 reply
   • 1.4k views
   • 
   • Mary Kay Foss
   • January 29, 2002

7. Early Entry - Early Eligibility 401(k) Plan

   By KTB, May 9, 2017
   • 13 replies
   • 1.4k views
   • 
   • Belgarath
   • June 2, 2017

8. EACA/ACA Plans

   By kevind2010, October 6, 2011
   • 0 replies
   • 1.4k views
   • 
   • kevind2010
   • October 6, 2011

9. Rehire Eligibility

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

10. Other benefits job posting site?

    By Guest mrjones, February 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • wmyer
    • February 22, 2005

11. Direct Rollover

    By Guest Chris Bullick, September 9, 1999
    • 4 replies
    • 1.4k views
    • 
    • jlf
    • September 14, 1999

12. Top-Heavy Minimum

    By Debbie Rath, September 11, 2018
    • 6 replies
    • 1.4k views
    • 
    • 401_noob
    • September 12, 2018

13. Audit Requirements-Deferred Annunity and Momentum

    By Guest d reardon, October 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 12, 2001

14. Annual Additions for an off cal. plan year

    By doombuggy, November 4, 2005
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • November 24, 2005

15. 401k Plans

    By Guest BillFlann, June 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • June 12, 2001

16. Weird issue with fund group

    By stevena, October 26, 2004
    • 4 replies
    • 1.4k views
    • 
    • stevena
    • October 27, 2004

17. Plan loan question

    By Guest blaum8, September 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 10, 2003

18. Shifting elective deferrals to the ACP test

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

19. Safe Harbor

    By PMC, March 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 21, 2002

20. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82, March 1, 2021
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • March 3, 2021

21. Can we have regular SH match with auto-enrollment

    By BG5150, February 10, 2017
    • 6 replies
    • 1.4k views
    • 
    • WCC
    • February 10, 2017

22. Correcting Failure to Adopt Plan as a Participating Employer

    By Madison71, November 4, 2016
    • 0 replies
    • 1.4k views
    • 
    • Madison71
    • November 4, 2016

23. 415 comp used for TH Min

    By Guest billy bong, December 16, 1998
    • 2 replies
    • 1.4k views
    • 
    • LCARUSI
    • December 23, 1998

24. Who pays?

    By bzorc, July 28, 2010
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 29, 2010

25. Can restructuring for eligibility be done for ACP testing purposes or

    By John A, February 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • February 10, 2000

26. How is the match on excess deferrals treated?

    By Guest Pat Metallic, June 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 2, 2000

27. Conversion in middle of plan year - issues?

    By Guest ars, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 10, 1999

28. Can a compnay cash out a 401(k) with unfinished paperwork?

    By Guest Michael Anderson, February 21, 2003
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • February 21, 2003

29. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2001

30. Amending to Provide a Safe Harbor Match

    By davef, March 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • davef
    • March 3, 2000

31. Required Minimum Distributions

    By Guest terid, November 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2002

32. Trustee

    By Guest Mike Schwing, November 12, 2002
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • November 13, 2002

33. Forfeiture Timing

    By Guest Kelly44030, November 10, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 10, 2011

34. DOL and $12

    By ombskid, June 15, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • June 16, 2009

35. Are AFLAC Payments Includable in Compensation

    By ERISA1, February 10, 2009
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • February 10, 2009

36. Missed Deferral, QNEC, Deductions

    By MGOAdmin, June 9, 2015   

    • qnec
    • deduction limit
    • (and 1 more)

      Tagged with:

      • qnec
      • deduction limit
      • missed deferral
    • 0 replies
    • 1.4k views
    • 
    • MGOAdmin
    • June 9, 2015

37. Payment of plan expenses

    By Richard Anderson, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • August 30, 2001

38. What's the solution when it's discovered that the amount deducted for 2002 exceeded the HCE's deferral amount?

    By katieinny, November 4, 2003
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2003

39. ADP Failures and Refunds for Fiscal Plan

    By Guest kstorch, February 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • Disco Stu
    • February 11, 2002

40. Eligibility

    By Guest jetfaninmn, September 22, 2006
    • 4 replies
    • 1.4k views
    • 
    • PLAN MAN
    • September 22, 2006

41. Election Forms

    By Guest cconnell, July 26, 2007
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • July 27, 2007

42. same desk rule

    By k man, June 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • June 8, 2000

43. Adding Salary Deferral and Safe Harbor Match

    By Dougsbpc, December 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 28, 2012

44. Pending Guidance

    By Guest Napili, April 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • MGB
    • April 18, 2003

45. Should the employer set up separate accounts for safe harbor contributions?

    By katieinny, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • March 23, 2004

46. Can a participant who reached retirement age, roll his account to a tr

    By Guest Tara Curran, October 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • October 24, 2000

47. 401(k)

    By Guest episarci, December 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 7, 2001

48. Mulitple Employer Plans

    By justatester, September 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • September 16, 2008

49. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • May 23, 2012

50. Short-Term Disability Programs

    By Guest margok, December 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • GBurns
    • December 30, 2005