401(k) Plans

19,334 topics in this forum

1. Is this a prohibited transaction?

   By FundeK, March 10, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 10, 2004

2. What forms or initial actions need to be taken by plan sponsor with th

   By Guest Mark Manning, October 27, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • October 27, 2000

3. Match Calculation

   By Rai401k, February 14, 2013
   • 7 replies
   • 1.3k views
   • 
   • BG5150
   • February 15, 2013

4. safe harbor timing question

   By K2retire, November 6, 2008
   • 2 replies
   • 1.3k views
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   • K2retire
   • November 6, 2008

5. Administrator/Plan Options for Canadian Corp.

   By Cathy from Chicago, April 12, 2000
   • 1 reply
   • 1.3k views
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   • Jon Chambers
   • May 1, 2000

6. 3% Elective Safe Harbor Contribution satisfies the Top Heavy minimum r

   By Guest, October 20, 1999
   • 1 reply
   • 1.3k views
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   • Hoard1
   • October 20, 1999

7. Loan Repayments

   By Guest blackacre, September 3, 2003
   • 3 replies
   • 1.3k views
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   • Guest
   • March 11, 2004

8. Unvested portion of balance erroneously Distributed - Former Participant will not return

   By JesseQG, October 7, 2013
   • 2 replies
   • 1.3k views
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   • QDROphile
   • October 7, 2013

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

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

10. Good faith amendment for Fidelity preapproved adopter that is terminating its plan

    By Luke Bailey, May 28, 2022
    • 10 replies
    • 1.3k views
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    • Luke Bailey
    • June 1, 2022

11. Safe Harbor Match Arrangement

    By MBCarey, August 30, 2007
    • 3 replies
    • 1.3k views
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    • John Feldt ERPA CPC QPA
    • August 31, 2007

12. Primary Residence Loans

    By rlb64, January 3, 2005
    • 2 replies
    • 1.3k views
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    • rlb64
    • January 3, 2005

13. Egtrra

    By Archimage, June 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 20, 2002

14. Comp limit used for deferral contributions

    By Guest 2341mid, November 12, 2003
    • 7 replies
    • 1.3k views
    • 
    • david rigby
    • November 13, 2003

15. Employer Matching Contributions

    By Guest Emiliano, July 31, 2001
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 31, 2001

16. Discretionary Match Issue

    By Guest CathyS, March 15, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kimberly S
    • March 16, 2007

17. Over 415 limit message

    By doombuggy, June 30, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 1, 2011

18. Eligibility for Certain Employee

    By TPA Bob, July 30, 2019   

    • eligibility
    • 8 replies
    • 1.3k views
    • 
    • loserson
    • August 5, 2019

19. Discretionary match intended for 2008, no extension filed

    By John Feldt ERPA CPC QPA, April 21, 2009
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 21, 2009

20. safe harbor match cessation

    By pmacduff, May 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • QNPG
    • May 27, 2011

21. Controlled group and same desk rule after EGTRRA

    By Guest Lawrence_Groves, July 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 2004

22. Corporate taxes in relation to 401(k) contribution matching

    By Guest bwhitaker, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 31, 2004

23. Is an annual 401k Safe Harbor Notice required?

    By four01kman, November 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2003

24. May a foreign government adopt a 401(k) for its US Employees?

    By Guest W J Parks, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2000

25. Exclusion of eligible employees and QNEC's

    By Sully, March 8, 2006
    • 0 replies
    • 1.3k views
    • 
    • Sully
    • March 8, 2006

26. Participant Security

    By austin3515, March 18, 2013
    • 15 replies
    • 1.3k views
    • 
    • austin3515
    • March 18, 2013

27. Late-year amendment to add 401(k) a BRF problem?

    By Guest Hilarion, December 22, 2003
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • December 23, 2003

28. Correction of employee erroneously excluded for 2015

    By Carol V. Calhoun, July 21, 2015   

    • Rev. Proc. 2015-28
    • 0 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • July 21, 2015

29. S-corp and definition of compensation

    By cpc0506, June 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • June 18, 2010

30. Rehired Employee

    By Lori Foresz, April 17, 2009
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • April 17, 2009

31. ADP Failure but funds rolled over

    By Blinky the 3-eyed Fish, March 28, 2017
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2017

32. pooled accounts - separate for actives and terminees?

    By TPApril, November 19, 2019
    • 15 replies
    • 1.3k views
    • 
    • Bird
    • November 20, 2019

33. Safe-harbor enhanced match

    By Guest csayles, February 28, 2014
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

34. Alternative Investment

    By ejohnke, July 1, 2024
    • 8 replies
    • 1.3k views
    • 
    • Belgarath
    • July 3, 2024

35. Company Stock Intraday Trading

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 29, 2003

36. New owner continue plan of bankrupt co.?

    By John A, July 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • July 25, 2001

37. Participant being paid was not sent the enrollment package because he

    By John A, December 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 4, 2000

38. Catch-up possible if no comp?

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

39. Correcting Pla that Violated 401(k)(10)

    By Guest Aaron Pierce, July 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • July 16, 2002

40. charging fees only to terminated participants

    By MR, May 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MR
    • May 3, 2004

41. LLC Deferrals treated as ER Match

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

42. Are Companies Stopping 401(k) Match?

    By Guest rmeigs, March 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • March 18, 2003

43. EACA

    By Guest morprod, August 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 14, 2008

44. 8717 - User Fee

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

45. Part-time employees

    By Guest John Nelson, December 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • December 12, 2002

46. Post Hardship Deferrals not Suspended

    By Pixie, March 13, 2014   

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

47. 401(k) testing and remediation

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

48. ADP limits

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

49. Death of 401ks...Again and Again.

    By goldtpa, May 9, 2017
    • 8 replies
    • 1.3k views
    • 
    • Belgarath
    • May 12, 2017

50. HCEs in the First Year of a Plan

    By Guest MAWalsh, February 13, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 13, 2003