401(k) Plans

19,275 topics in this forum

1. Hardship Withdrawal

   By Nassau, February 22, 2012
   • 5 replies
   • 1.3k views
   • 
   • Nassau
   • February 22, 2012

2. Keep expensive 401K -- or -- invest on our own?

   By Guest heikejohn, May 11, 2005
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • May 11, 2005

3. Plan Start Date

   By Jilliandiz, August 29, 2007
   • 2 replies
   • 1.3k views
   • 
   • austin3515
   • August 29, 2007

4. TSM vs Relius

   By Guest Midas, July 8, 2005
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • July 11, 2005

5. "Employee Elective Deferral Failure" under RP 2019-19

   By Belgarath, July 2, 2019
   • 2 replies
   • 1.3k views
   • 
   • Below Ground
   • August 14, 2019

6. Amending Plan for Early Eligibility

   By Guest ewmc, March 1, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 1, 2000

7. REAL ESTATE - RESPA

   By Guest AlyssaC, May 3, 2006
   • 3 replies
   • 1.3k views
   • 
   • ERISAnut
   • May 3, 2006

8. Catch-Up Question on Off-Calendar plan?

   By Guest KD40, January 28, 2003
   • 3 replies
   • 1.3k views
   • 
   • kocak
   • January 28, 2003

9. Gains applied to distribution from pooled acct in Dec.

   By Richard Anderson, November 21, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • November 21, 2005

10. Comp paid after EE termination

    By Guest D Ledden, October 9, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • October 10, 2002

11. Conversion Plans Adding 401(k)/(m) Provisions

    By Guest Lizzie, January 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • January 7, 2000

12. the latest CPI (Consumer Price Index) and implications for next year.

    By Guest Tom Poje, May 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001

13. Employer contributions as Roth

    By Belgarath, January 22
    • 3 replies
    • 1.3k views
    • 
    • Paul I
    • January 22

14. Plan Audit on a 401(k) Plan that drops below 80 participants

    By Guest KellyMusico, January 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • January 9, 2004

15. Owner Only 401(k)

    By PMC, August 2, 2007
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • August 2, 2007

16. Different Match Formulas

    By Logan401, June 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Logan401
    • June 4, 2013

17. Tax withholding on 2nd distribution

    By Guest Giovanni, June 14, 2005
    • 4 replies
    • 1.3k views
    • 
    • JanetM
    • June 15, 2005

18. Using Plan Assets to Pay Fees

    By Guest jefe96, March 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • jquazza
    • March 8, 2006

19. Plan Administration Tracking Software

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

20. FMLA leave

    By Belgarath, July 7, 2020
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • July 8, 2020

21. Repayment of loan to a 401(k)

    By Guest Elayne Showell, June 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 5, 2002

22. Conditioning Matching Contributions on Signing a Company Agreement

    By Guest rocnrols2, June 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 2, 2004

23. 5500 for 1999

    By Guest Frank Jackson, September 10, 1999
    • 1 reply
    • 1.3k views
    • 
    • BeckyMiller
    • September 16, 1999

24. QDRO Distirbution

    By Jilliandiz, March 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 22, 2006

25. Qualified vs. Non-Qualfied Comparison

    By Guest ChrisF, July 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 26, 2004

26. Elective deferral limit

    By Santo Gold, May 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • Santo Gold
    • May 23, 2007

27. Summary Annual Report and Right to Receive Benefit

    By TPABob, August 23, 2019
    • 4 replies
    • 1.3k views
    • 
    • TPABob
    • August 23, 2019

28. Life Insurance Under a Qualified Employee Plan

    By Guest WyrickL, October 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 18, 2002

29. IRA & 401K Contributions

    By Guest rachd, February 18, 2004
    • 5 replies
    • 1.3k views
    • 
    • WDIK
    • February 18, 2004

30. Statistics on Negative Enrollments

    By LCARUSI, February 25, 2000
    • 2 replies
    • 1.3k views
    • 
    • Jon Chambers
    • February 29, 2000

31. Deduction Limit in Multiple Employer Plan with new Adopter

    By RPP2001, March 13, 2013
    • 3 replies
    • 1.3k views
    • 
    • Flyboyjohn
    • March 14, 2013

32. Payroll Based Match

    By Guest jusducki, October 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2006

33. Top Heaviness for small startups

    By richard, March 27, 2000
    • 0 replies
    • 1.3k views
    • 
    • richard
    • March 27, 2000

34. 81-100 collective funds

    By fidu, August 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • August 8, 2002

35. Company hires Collective Bargain employees - need direction

    By HarleyBabe, December 16, 2014
    • 9 replies
    • 1.3k views
    • 
    • Stable Two Financial
    • December 17, 2014

36. Employer with multiple stores sold one store, employees 100% vested?

    By Guest Kriso, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 5, 2004

37. Stock Sale

    By Guest Nini, August 29, 2007
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • August 29, 2007

38. Amended Prototype: When to file for determination letter?

    By Scott, January 17, 2007
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • January 17, 2007

39. ACP Testing for match exceeding Safe Harbor Match

    By buckaroo, May 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 16, 2012

40. QDRO not entered before Alternate Payee's death...what do you do?

    By Guest MikeD, August 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • August 24, 2004

41. Identifying Highly Compensated Employees in initial plan year

    By billfgrady, June 17, 2004
    • 2 replies
    • 1.3k views
    • 
    • billfgrady
    • June 18, 2004

42. Transfer of assets between qualified and nq plan

    By Guest SamFischer, July 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 30, 2003

43. USERRA Amendment

    By Guest ooota, February 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 5, 2003

44. Prior year testing for the '99 year.

    By pbarrett, March 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • March 6, 2000

45. HCE excluded from 3% SH. Still get a TH pass?

    By BG5150, March 20, 2018
    • 6 replies
    • 1.3k views
    • 
    • Lou S.
    • March 20, 2018

46. Amendments

    By Scuba 401, December 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 20, 1999

47. Union employees in NS PT?

    By Guest new2nqdc, October 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • October 28, 2005

48. Can a V.P./plan participant receive commissions off his own plan?

    By Guest crgravitt, October 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • October 30, 2003

49. Participant doesn't want to lose Medicaid benefits, plan is Safe Harbor

    By BG5150, June 4, 2019
    • 11 replies
    • 1.3k views
    • 
    • BG5150
    • June 13, 2019

50. Top Heavy Contribution For Controlled Group

    By Lori Foresz, March 25, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • March 25, 2004