401(k) Plans

19,337 topics in this forum

1. 401(k) and ADEC

   By Guest rocnrols2, October 17, 2002
   • 2 replies
   • 1.4k views
   • 
   • austin3515
   • October 18, 2002

2. Frequency of investment choice changes.

   By Guest JPAdmin, January 9, 2002
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • January 9, 2002

3. IRA transfer from 401(k) Plan when participant can't be found

   By rblum50, September 21, 2023
   • 4 replies
   • 1.4k views
   • 
   • Lois Baker
   • September 22, 2023

4. If shifted in 1997, which NHCE%s do you use from prior year for 1998 (

   By Guest Mich, February 20, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 20, 1999

5. Terminated Plan

   By Guest stevena1, June 11, 2007
   • 3 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • June 12, 2007

6. Backup Trustee

   By Stash026, December 6, 2018
   • 11 replies
   • 1.4k views
   • 
   • Bob the Swimmer
   • December 9, 2018

7. Just Doesn't smell right!

   By TBob, January 20, 2004
   • 6 replies
   • 1.4k views
   • 
   • J2D2
   • January 20, 2004

8. Hardship Distributions

   By J Simmons, August 11, 2008
   • 4 replies
   • 1.4k views
   • 
   • masteff
   • August 12, 2008

9. Discrimination testing

   By Guest fender5150, July 14, 2007
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 18, 2007

10. Top Heavy

    By Randy Watson, October 12, 2006
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • October 16, 2006

11. Can Plan Sponsor make a loan to a plan?

    By TPApril, February 26, 2019
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 26, 2019

12. Correcting Failure to Adopt Plan as a Participating Employer

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

13. 401k Plans

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

14. Software for 401K analysis

    By Guest wealthmgmt, December 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2008

15. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • June 23, 2017

16. Fidelity Bond Coverage

    By KevinMc, January 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • 401_noob
    • January 31, 2014

17. Coverage testing

    By Guest Lex, October 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • October 5, 2002

18. Sponsor's PC being terminated

    By Guest tbt, August 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

19. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
    • 0 replies
    • 1.4k views
    • 
    • CJS07
    • December 12, 2007

20. Employer contributions

    By Guest ars, December 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 1999

21. Safe Harbor and top heavy

    By Guest philc, February 25, 2004
    • 7 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • February 26, 2004

22. post severance compensation

    By k man, November 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • buckaroo
    • November 19, 2007

23. Design Based Safe Harbors and Top Heavy

    By Guest Michael S. Ouellette, November 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • November 21, 2001

24. Form 990 T

    By 52626, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2016

25. 2005 Limits

    By Brian Gallagher, October 20, 2004
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • October 20, 2004

26. Can matching contributions made through part of the plan year be recha

    By Guest Pat Metallic, May 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2001

27. Partner Opts Out of Profit Sharing Piece?

    By Guest D_NITSCHE, January 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

28. Mid year amendment to safe harbor

    By Bird, May 24, 2016
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 25, 2016

29. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • March 10, 2017

30. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

31. Auto Enrollment

    By Guest perplexedbypensions, October 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • RCK
    • October 30, 2006

32. HEART ACT

    By LIBERTYKID, July 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 15, 2009

33. FMLA leave

    By Belgarath, July 7, 2020
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • July 8, 2020

34. Deferrals in Multiple Employer Plan

    By Guest Ken C, November 2, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • November 2, 2006

35. Self Directed Brokerage

    By Scuba 401, December 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Scuba 401
    • December 17, 1999

36. Beneficiary Determination

    By Nassau, July 7, 2011
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 8, 2011

37. Self employed health insurance deduction

    By rfahey, February 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • 12AX7
    • February 17, 2011

38. Distribution

    By Guest Melissa Winslow, September 27, 1999
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 28, 1999

39. Payment of plan expenses

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

40. 410(b)

    By Guest NFried, September 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 19, 2001

41. Distribution Fees charged to HCE for ADP Refund

    By Guest KAGrist, March 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 5, 2008

42. One Year Holdout

    By EBECatty, May 23, 2022
    • 6 replies
    • 1.4k views
    • 
    • Doc Ument
    • May 25, 2022

43. Is current year ADP election tied to GUST RAP?

    By Kathy, December 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 19, 2002

44. a question on marketing

    By Guest advisorpage, December 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2001

45. Timing of minutes reflecting the amount of a discretionary match.

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • February 3, 2003

46. Impact of Roth IRA Contributions on 401(k) Deferral

    By Below Ground, October 28, 2010
    • 8 replies
    • 1.4k views
    • 
    • Below Ground
    • November 1, 2010

47. Forfeiture Use

    By 12AX7, January 27, 2014
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • January 27, 2014

48. In most plans, do you have rule of Parity for both Eligibility and vesting?

    By Jim Chad, June 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 24, 2014

49. EACA/ACA Plans

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

50. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006