401(k) Plans

19,321 topics in this forum

1. Missed Employer Contributions

   By MBCarey, August 7, 2006
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • August 7, 2006

2. Max Deductible Contribution? Need answer for C-4 test on Thursday!

   By Guest chris4013, May 17, 2005
   • 3 replies
   • 1.4k views
   • 
   • R. Butler
   • May 17, 2005

3. Cycle 3 Restatements

   By Stash026, December 17, 2020
   • 3 replies
   • 1.4k views
   • 
   • Dave Baker
   • December 18, 2020

4. Safe harbor

   By Guest jim williams, July 29, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 30, 2003

5. Waiving out of 401(k) Plan

   By Guest KMP, July 9, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 9, 2003

6. hardship withdrawal - building their own home

   By Guest erisalady, August 31, 2011
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 1, 2011

7. Automatic Enrollment & Liability

   By Guest jhilliard, July 31, 2003
   • 4 replies
   • 1.4k views
   • 
   • Brian Gallagher
   • July 31, 2003

8. Retirement Plan Statistics

   By Guest LSULLIVAN, April 5, 2006
   • 1 reply
   • 1.4k views
   • 
   • Dave Baker
   • April 5, 2006

9. SH 401(k) Plan in an ASG

   By Blinky the 3-eyed Fish, June 11, 2008
   • 3 replies
   • 1.4k views
   • 
   • Kevin C
   • June 11, 2008

10. Excess Contributions - Deduction and return of money question

    By Guest JVH, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004

11. John Hancock platform Sch D question

    By ESOP Guy, August 5, 2013
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 6, 2013

12. Late ADP refund

    By Guest padmin, December 17, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • December 17, 2007

13. Help Search

    By kocak, April 29, 2003
    • 6 replies
    • 1.4k views
    • 
    • kocak
    • April 30, 2003

14. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.4k views
    • 
    • BTG
    • March 13, 2020

15. Safe Harbor Termination Mid-Year

    By austin3515, March 31, 2008
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2008

16. deduction timing

    By gregburst, April 22, 2015
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • April 23, 2015

17. non-union EE now a union EE

    By wifrbr, February 23, 2018
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • February 24, 2018

18. We have a client who is a large steel mill - Company A. They currently have approx. 15 companies, which all but one is in .....................................

    By Guest jhilliard, June 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • June 14, 2004

19. Coverage Testing in a Controlled Group

    By Archimage, May 11, 2004
    • 8 replies
    • 1.4k views
    • 
    • Archimage
    • May 11, 2004

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

    By M Norton, November 14, 2012
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 15, 2012

21. IRC for Loan Repayments?

    By Guest TAllen, October 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • October 2, 2002

22. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 29, 2011

23. Hybrid Safe Harbor design?

    By MPLSLAW, March 7, 2016   

    • Safe harbor plans
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • March 7, 2016

24. Vesting

    By wifrbr, April 30, 2019
    • 6 replies
    • 1.4k views
    • 
    • Doc Ument
    • April 30, 2019

25. Charges to Participants' Accounts

    By Scott, July 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • July 1, 1999

26. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.4k views
    • 
    • 7806akp
    • March 6, 2018

27. Date by Which New 401(k) Plans can adopt Safe Harbor status for 1999

    By Guest David Danziger, February 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 9, 1999

28. Deduct Next Year Deferrals This Year

    By Guest Michael Spaid, November 12, 1999
    • 3 replies
    • 1.4k views
    • 
    • LCARUSI
    • November 16, 1999

29. Can multiple plans be on same document if not a prototype and not a mu

    By John A, April 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 21, 2002

30. Compensation Definition

    By Chippy, February 1, 2012
    • 1 reply
    • 1.4k views
    • 
    • QNPG
    • February 1, 2012

31. K-1 Compensation Question

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

32. Should a profit sharing plan (effective 1/1/98) being submitted to the

    By Guest Cal, December 2, 1999
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • December 11, 1999

33. match & top heavy min

    By Guest greggi39, February 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • February 27, 2003

34. Investment Expense Reimbursible?

    By imchipbrown, April 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • April 7, 2000

35. Gap period income

    By J. Bringhurst, November 1, 2002
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • November 1, 2002

36. Different Conributions Based on Marital Status

    By Guest MDG, November 4, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 2003

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

    By Guest frothdog, February 7, 2005
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 7, 2005

38. Life Insurance Policies in DB Plans

    By Guest JTS1675, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 7, 2005

39. Catch Up in Top Heavy 401(k) PS plan

    By MBCarey, January 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2004

40. Can a stated match be amended to a lower rate?

    By Guest kstorch, May 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2000

41. Triple Stack Match Conditions

    By The Bartender, July 8, 2024
    • 5 replies
    • 1.4k views
    • 
    • The Bartender
    • July 9, 2024

42. 402(g) in terminating 401(k) plan

    By Guest Tbrown, May 17, 2010
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 17, 2010

43. Difference between determining non elective at end of plan year or per pay period

    By dragondon, November 8, 2022
    • 6 replies
    • 1.4k views
    • 
    • MWeddell
    • November 10, 2022

44. tribal plan?

    By K2retire, July 29, 2011
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • July 29, 2011

45. Year End Census Data

    By Mr Bagwell, August 9, 2016
    • 10 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 10, 2016

46. Missed Deferral Opportunity

    By TMcfall, August 12, 2021
    • 4 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • August 16, 2021

47. EGTRRA and anti-cutback rules

    By Guest JDL, November 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • November 14, 2002

48. 1099R code for age 59 1/2

    By Guest jvandyke, November 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2007

49. Who is entitled to money earned from a correction of a mistake?

    By Guest Cliff Langwith, January 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • bzorc
    • January 7, 2000

50. Revenue Sharing and Charging Term'd Participants

    By rlb64, November 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • November 9, 2006