401(k) Plans

19,275 topics in this forum

1. retroactive change in plan

   By Earl, March 21, 2002
   • 0 replies
   • 1.3k views
   • 
   • Earl
   • March 21, 2002

2. Self Employment Income determination

   By Rose, June 13, 2023
   • 4 replies
   • 1.3k views
   • 
   • Paul I
   • June 13, 2023

3. Beneficiary - J&S Plan

   By MR, June 26, 2001
   • 0 replies
   • 1.3k views
   • 
   • MR
   • June 26, 2001

4. Employees who are rehired after a break in service.

   By katieinny, December 30, 2002
   • 0 replies
   • 1.3k views
   • 
   • katieinny
   • December 30, 2002

5. Rules on NRA with Market-value adjustment

   By CFP, April 18, 2019
   • 6 replies
   • 1.3k views
   • 
   • Patricia Neal Jensen
   • May 1, 2019

6. EE newly eligible... not enrolled

   By K-t-F, April 21, 2004
   • 7 replies
   • 1.3k views
   • 
   • FJR
   • April 21, 2004

7. Determining the Minimum Top Heavy Contribution

   By Guest Ray Hedger, July 2, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 2, 2001

8. Company Stock Intraday Trading

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

9. Investment Policy Statement

   By Pammie57, September 19, 2016
   • 6 replies
   • 1.3k views
   • 
   • MoJo
   • September 19, 2016

10. Exclude Owner from 3% SH

    By jkharvey, November 28, 2007
    • 3 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 29, 2007

11. Multiple Employer Plan?

    By Guest GG, March 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 1999

12. Matching Contribution Controversy

    By No Name, January 7, 2005
    • 4 replies
    • 1.3k views
    • 
    • No Name
    • January 10, 2005

13. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • February 8, 2003

14. Participating Employer wants to start own plan

    By Guest Dee Kratz, August 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 8, 2002

15. Roth 401(k) with no s/e income

    By Guest Sayles, March 28, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

16. Buying/Selling TPA

    By Guest kencarroll, August 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 28, 2006

17. Inc. vs LLP. one owner, two plans?

    By TPApril, May 6, 2021
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 7, 2021

18. Top Paid Group - Tie Breaking equal compensation

    By James Matt Ullakko, July 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • James Matt Ullakko
    • July 2, 2004

19. international 401k advisor?

    By Guest pinocchio, December 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 14, 2001

20. May non-union members in "right to work" states be tested

    By Guest Jose Rosario, March 30, 2001
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • April 2, 2001

21. Non-deductible deferrals

    By Guest dhall5, August 31, 2006
    • 3 replies
    • 1.3k views
    • 
    • Sully
    • August 31, 2006

22. Returning Excess Annual Additions >1 year later

    By Gadgetfreak, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • November 7, 2011

23. DB plan contributions

    By fidu, June 24, 2002
    • 2 replies
    • 1.3k views
    • 
    • fidu
    • June 24, 2002

24. Excess Life Insurance and 3401(a) Wages

    By Susan S., March 8, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 8, 2011

25. Catchup contributions in nondeferral plans?

    By Guest Thornton, February 27, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 27, 2003

26. Top Heavy Cross Tested Plan - What's the Allocation?

    By Guest ChopperPilot, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • March 15, 2004

27. safe harbor 3% contribution

    By Guest DavidB, January 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Cathy from Chicago
    • February 3, 2000

28. Money purchase QNECs?

    By Guest qualified plan, October 16, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 16, 2005

29. Automatic Enrollment in California

    By Gilmore, January 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • January 13, 2004

30. Plan Eligibility Change

    By TPA, August 20, 2020
    • 17 replies
    • 1.3k views
    • 
    • TPA
    • August 21, 2020

31. Prohibitive Transaction

    By Guest elang, March 17, 2014   

    • Loan
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 18, 2014

32. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay, August 2, 2023
    • 11 replies
    • 1.3k views
    • 
    • Bird
    • August 4, 2023

33. When an employee passes an entry date while out on workmen's compensat

    By John A, March 9, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • March 9, 2000

34. Partial Plan Termination

    By sdix401k, July 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • July 21, 2005

35. Change in ownership

    By 52626, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 16, 2014

36. Pre-1997 method for distributing excess contributions from a failed AD

    By Guest VPA, April 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • April 10, 2000

37. Plan Termination Question

    By austin3515, June 15, 2015
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • June 16, 2015

38. Top Heavy Initial Plan Year - Traditional 401k plan

    By Guest elirpa, November 3, 2005
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • November 3, 2005

39. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

40. HCE off Calendar year

    By FJR, May 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2003

41. Auto-Increase mistakes

    By fiona1, November 12, 2009
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • November 13, 2009

42. Impact of Corrective Distributions on Hardship Available

    By Guest Paul Hinderegger, June 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2001

43. Prevailing Wage and ACP Test

    By Catch22PGM, June 26, 2020   

    • david bacon; sca; service contract act
    • safe harbor match
    • (and 1 more)

      Tagged with:

      • david bacon; sca; service contract act
      • safe harbor match
      • acp test
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • June 30, 2020

44. EE expected to work greater than 20 hrs/wk but does not

    By blue, March 19, 2009
    • 5 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 20, 2009

45. Bonding

    By Earl, August 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

46. Convert QACA Match to Regular SH Match Mid Year

    By austin3515, May 19, 2023
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • May 22, 2023

47. Correction of Excess Match

    By Guest dstran, March 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 11, 2006

48. Irrevocable Election for Match Only?

    By No Name, July 19, 2004
    • 5 replies
    • 1.3k views
    • 
    • g8r
    • July 21, 2004

49. SH Match Termination

    By 12AX7, July 21, 2010
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • July 21, 2010

50. Determination letter filing for controlled group member

    By jlea, May 23, 2008
    • 0 replies
    • 1.3k views
    • 
    • jlea
    • May 23, 2008