401(k) Plans

19,275 topics in this forum

1. Annual Compensation Limits

   By Guest cdickie, November 17, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • November 17, 2006

2. LLC Units as Qualifying Employer Securities

   By ERISA25, October 27, 2010
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • October 27, 2010

3. Match On Total before or after flex deductions

   By Guest veditasse, April 7, 2008
   • 7 replies
   • 1.3k views
   • 
   • GMK
   • April 11, 2008

4. Prior year testing and top paid group election

   By dmb, January 13, 2004
   • 2 replies
   • 1.3k views
   • 
   • R. Butler
   • January 13, 2004

5. Post Hardship Deferrals not Suspended

   By Pixie, March 13, 2014   

   • Hardship
   • Suspended
   • 2 replies
   • 1.3k views
   • 
   • WCC
   • March 13, 2014

6. Safe Harbor Plan Amendment

   By perkinsran, March 12, 2015
   • 6 replies
   • 1.3k views
   • 
   • Kevin C
   • March 16, 2015

7. Plan Audit

   By Guest moltengater, November 16, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • November 16, 2005

8. 401(k) testing and remediation

   By Guest ojs000, January 25, 2010
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • January 25, 2010

9. Control Group merge into one company. Is this scenario ok?

   By K-t-F, August 9, 2021
   • 16 replies
   • 1.3k views
   • 
   • K-t-F
   • September 7, 2021

10. General nondiscrimination tests. administrative

    By Guest Dale C, March 8, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • March 10, 1999

11. 401(k) Websites

    By Guest mporterst, October 29, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 29, 2009

12. LLC Deferrals treated as ER Match

    By Guest Rachelw, March 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • March 19, 2008

13. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

14. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

15. Oops! Someone forgot to tell payroll about auto enrollment!

    By Guest Rider, March 8, 2007
    • 1 reply
    • 1.3k views
    • 
    • 401_4_ever
    • March 8, 2007

16. 401(k) Non US based company

    By Guest nextgenplanner, August 25, 2011
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • September 2, 2011

17. Cut 401k Contirbution Limits?

    By goldtpa, August 27, 2009
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 28, 2009

18. Catch-up possible if no comp?

    By Guest Pennysaver, March 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2010

19. Redemption fees for 401(k) plans similar to retail fees

    By Guest murad_s_shah, January 15, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 20, 2004

20. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown, August 5, 2019
    • 9 replies
    • 1.3k views
    • 
    • imchipbrown
    • August 9, 2019

21. 8717 - User Fee

    By Guest DTrom, January 15, 2005
    • 4 replies
    • 1.3k views
    • 
    • GBurns
    • January 16, 2005

22. Deferral % or Dollar Amount

    By Guest notapensiongeek, September 17, 2008
    • 4 replies
    • 1.3k views
    • 
    • ERISAnut
    • September 19, 2008

23. Comp used to allocate 401(k) safe harbor contributions

    By Guest M Lavelle, May 2, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 3, 2000

24. Deferred Compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 4, 2001

25. non-union EE now a union EE

    By wifrbr, February 23, 2018
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • February 24, 2018

26. Permitted or "Unpermitted" Disparity

    By Guest philc, July 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • July 7, 2005

27. Employer Holding 401K after Layoff

    By Guest Dickey, April 7, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • April 7, 2009

28. Safe Harbor Notice given but plan not signed

    By Guest Pension Girl, January 20, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 21, 2010

29. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.3k views
    • 
    • 7806akp
    • March 6, 2018

30. Can someone on workmans comp be terminated?

    By Guest Michael Anderson, February 18, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 18, 2004

31. Safe Harbor 401(k) Definition of Compensation

    By cathgrace, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 1.3k views
    • 
    • cathgrace
    • October 20, 2020

32. Rollovers to a plan that does not allow rollovers.

    By Guest Pat Metallic, July 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 27, 2000

33. Lost Check, and Reduction Rules

    By Guest JB2, February 26, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 1999

34. Possible CODA

    By justatester, June 9, 2016
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • June 9, 2016

35. Partnership/K-1 404 deduction limit

    By ratherbereading, February 17, 2021
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 19, 2021

36. Hardship suspension

    By Guest anne1, April 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 12, 2006

37. K1 Partner compensation

    By jkharvey, February 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • February 14, 2011

38. 401K Excluded Groups

    By Guest DHouse, October 21, 2012
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • October 21, 2012

39. FIDUCIARY/ERISA lawsuits related to ESOPS and LESOPS

    By fidu, February 7, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • February 7, 2002

40. New k feature added to PS plan

    By Guest pinsall, May 11, 2000
    • 1 reply
    • 1.3k views
    • 
    • Dawn Hafner
    • May 11, 2000

41. small terminated participant balance

    By Guest luckey11, September 22, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • September 22, 2005

42. A mutual fund company fully vests participants receiving discretionary matching in a former Safe Harbor Plan

    By CharlesLeggette, June 30, 2015   

    • safe harbor
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 30, 2015

43. ADP limits

    By Guest taj32z, August 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2003

44. Year End Census Data

    By Mr Bagwell, August 9, 2016
    • 10 replies
    • 1.3k views
    • 
    • ESOP Guy
    • August 10, 2016

45. Deductible Contribution?

    By austin3515, March 24, 2015
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 25, 2015

46. withdrawl from multiple er plan and transfer of assets

    By Draper55, May 25, 2012
    • 1 reply
    • 1.3k views
    • 
    • 00hskrgrl
    • June 22, 2012

47. Do we still need to track Section 125 data?

    By Guest FREE401k, April 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 3, 2002

48. Deferral amounts

    By Karoline Curran, August 30, 2018
    • 11 replies
    • 1.3k views
    • 
    • Karoline Curran
    • September 4, 2018

49. 200% of 6% safe harbor match

    By austin3515, September 12, 2022
    • 12 replies
    • 1.3k views
    • 
    • austin3515
    • September 14, 2022

50. Death Verification

    By Guest llwallace, December 18, 2013
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • December 19, 2013