401(k) Plans

19,275 topics in this forum

1. Cycle 3 Restatements

   By Stash026, December 17, 2020
   • 3 replies
   • 1.3k views
   • 
   • Dave Baker
   • December 18, 2020

2. 402(g) in terminating 401(k) plan

   By Guest Tbrown, May 17, 2010
   • 4 replies
   • 1.3k views
   • 
   • Tom Poje
   • May 17, 2010

3. SH 401(k) excluding new control group employees

   By M Norton, November 14, 2012
   • 3 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • November 15, 2012

4. hardship withdrawal - building their own home

   By Guest erisalady, August 31, 2011
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 1, 2011

5. Amending a Profit Sharing Plan to a 401(k)

   By Guest Jim Jesikiewicz, December 2, 2002
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 2, 2002

6. Investment Advice- DOL

   By card, August 21, 2001
   • 0 replies
   • 1.3k views
   • 
   • card
   • August 21, 2001

7. Too much withheld from paycheck

   By Guest Peggy806, March 2, 2010
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • March 2, 2010

8. A client of ours is starting their own "labor Pool". A way

   By Guest Chris Watt, February 13, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 13, 2001

9. Catch up limits for low paid participants

   By pbarrett, March 20, 2003
   • 8 replies
   • 1.3k views
   • 
   • Tom Poje
   • March 21, 2003

10. No frills 401(k) Max Contribution

    By Basically, January 10, 2022
    • 13 replies
    • 1.3k views
    • 
    • Basically
    • January 20, 2022

11. flowchart or checklist for late deferrals?

    By Jim Chad, March 16, 2009
    • 2 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 16, 2009

12. Controlled Group

    By Guest Mike Schwing, January 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • January 23, 2003

13. Looking for language to employee to take Minimum Required Distribution.

    By cripp12, December 10, 2004
    • 4 replies
    • 1.3k views
    • 
    • cripp12
    • December 11, 2004

14. ADP Refunds

    By Guest KD40, September 8, 2003
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • September 8, 2003

15. HCE

    By mehmgo, March 5, 2012
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • March 6, 2012

16. Definition of Compensation

    By Guest DLearning, January 14, 2004
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2004

17. Leave of Absence & Contribution Eligibility

    By metsfan026, May 31, 2024
    • 3 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • June 3, 2024

18. Multiple Employer Plan/Top Heavy

    By Guest chris4013, March 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • March 14, 2005

19. Match Reduces Flex Dollars

    By Guest mrjones, June 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • June 14, 2006

20. QNECs

    By Guest koolkid, March 8, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 8, 2002

21. Gap period income

    By J. Bringhurst, November 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • November 1, 2002

22. Association Plan

    By Guest brstokes, August 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2001

23. 2012 COLA

    By Fisher, September 20, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 20, 2011

24. Merger documentation

    By Guest CGBS, December 19, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 19, 2000

25. 401(k) with quarterly valuation. How does the plan force the retiring

    By mal, March 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • April 5, 2003

26. Requirements re opportunities to revoke a deferral election

    By Guest cstrong, June 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • wmyer
    • June 10, 2005

27. document language, redux

    By Guest cbclark, March 23, 2011
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • March 25, 2011

28. What to do with plan when self employed doctor sells practice and moves to another city.

    By jkharvey, August 9, 2005
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • August 10, 2005

29. Change in hours required for vesting

    By 401(k)athryn, June 27, 2018   

    • vesting
    • 8 replies
    • 1.3k views
    • 
    • Sellarsian
    • June 29, 2018

30. tribal plan?

    By K2retire, July 29, 2011
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • July 29, 2011

31. Match on "Catch-up" and ACP

    By Guest Andy Mayo, June 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 25, 2001

32. Illegal for an insurance company to steer participants into their prop

    By Guest Breathnach, September 27, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • September 27, 2000

33. DOL audits on plan expenses

    By Guest Scaf, December 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2000

34. Sample Employer Policy on frequency allowing changes to deferrals?

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 28, 2002

35. Need Insight on whether or not to withdraw from my 401K

    By Guest frothdog, February 7, 2005
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 7, 2005

36. Inclusion of foreign earned income to see if HCE?

    By Guest Cheryl Wilson, May 12, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 12, 2000

37. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
    • 0 replies
    • 1.3k views
    • 
    • karl
    • March 1, 2013

38. Safe Harbor 401(k) Plan

    By ErisaGeek, July 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • July 24, 2003

39. Incorrect treatment of elective deferrals

    By jkharvey, July 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • July 4, 2001

40. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 30, 2005

41. Short first plan year?

    By jaemmons, April 7, 2004
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 7, 2004

42. business day

    By austin3515, December 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • maverick
    • December 2, 2002

43. SIPC coverage

    By Guest Benmark, March 2, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2009

44. 401(k) Hardship

    By abanky, January 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • January 31, 2003

45. Compensation Ratio Test

    By Gilmore, December 12, 2017
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 13, 2017

46. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 3, 2002

47. Notices defining "Employees Eligible to Defer" for Safe Harb

    By Guest Powers, March 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 26, 2001

48. Safe Harbor Discretionay Match Top Heavy

    By sdix401k, November 13, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 13, 2006

49. Safe Harbor Matching Contributions - Two Basic Questions

    By metsfan026, October 4, 2022
    • 6 replies
    • 1.3k views
    • 
    • MWeddell
    • October 5, 2022

50. When is a match not a match?

    By K2retire, October 20, 2011
    • 10 replies
    • 1.3k views
    • 
    • JanetM
    • October 24, 2011