401(k) Plans

19,275 topics in this forum

1. Eligibility for Certain Employee

   By TPA Bob, July 30, 2019   

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

2. fiscal year and catchup

   By hileman, November 14, 2019
   • 5 replies
   • 1.3k views
   • 
   • Lou S.
   • November 15, 2019

3. PEO Help.

   By Guest MSP, May 13, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • May 13, 2004

4. Match Calculation

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

5. USERRA and Layoff

   By Guest mmc, August 13, 2004
   • 1 reply
   • 1.3k views
   • 
   • ccassetty
   • August 13, 2004

6. Affiliated Service Groups

   By Guest HRD, March 27, 2008
   • 2 replies
   • 1.3k views
   • 
   • QDROphile
   • March 28, 2008

7. coverage and two plans

   By Guest cxs, October 19, 2006
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 19, 2006

8. Rollover 401k?

   By Guest Ducks, August 19, 2004
   • 4 replies
   • 1.3k views
   • 
   • MGB
   • August 26, 2004

9. Mid year change to Safe Harbor matching plan - with a twist

   By Belgarath, August 27, 2020
   • 1 reply
   • 1.3k views
   • 
   • Luke Bailey
   • August 27, 2020

10. Controlled Group & 401(k) Individual

    By Guest jkhanna, September 30, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 30, 2008

11. 8955-SSA email saying bad filing

    By Jim Chad, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • CindyC
    • June 3, 2016

12. Automatic Enrollment and Default Investments

    By bzorc, October 9, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2006

13. True-ups

    By Belgarath, August 27
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • August 28

14. Minimum service conditions for safe-harbor 401(k) plan 3% nonelective

    By John A, October 11, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • October 11, 2000

15. 401(a) clarification

    By Guest IRaceTA, July 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2004

16. QDIA Notices and Default Investments

    By Pammie57, November 25, 2015
    • 1 reply
    • 1.3k views
    • 
    • 401king
    • November 25, 2015

17. pre-funded employer contributions

    By rlb64, March 11, 2014
    • 1 reply
    • 1.3k views
    • 
    • TPAMan
    • March 11, 2014

18. SH Match True-Up

    By khn, May 7, 2015
    • 4 replies
    • 1.3k views
    • 
    • khn
    • May 8, 2015

19. Amending out of EACA

    By K2retire, December 21, 2009
    • 0 replies
    • 1.3k views
    • 
    • K2retire
    • December 21, 2009

20. Summary Plan Descriptions

    By Guest hitt24, December 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 18, 2002

21. 2009 Required Minimum Distribution taken in 2010

    By AKconsult, October 29, 2009
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • November 5, 2009

22. QNEC's and Gateway

    By austin3515, February 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 7, 2011

23. Forfeiture of Matching Contribution associated with Refunded Deferrals

    By Guest Grumpy455, May 23, 2005
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • May 23, 2005

24. 401k plan investments

    By Gary, February 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 27, 2010

25. Who's the sponsor?

    By Guest Kevin1, November 8, 2007
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • November 13, 2007

26. pooled accounts - separate for actives and terminees?

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

27. Error in Administrating Loan Rate

    By KCoursey, August 11, 2015
    • 6 replies
    • 1.3k views
    • 
    • Briandfox
    • August 12, 2015

28. Trustee designation

    By Guest Pat Metallic, February 14, 2003
    • 2 replies
    • 1.3k views
    • 
    • jaemmons
    • February 14, 2003

29. Uni-k for a partner in partnership

    By Guest LTurner, August 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • August 29, 2003

30. Can a plan sponsor currently make an election retroactive to 1/1/2000,

    By Guest ROB VIDOVICH, December 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2000

31. In-plan Roth conversions

    By Guest Sieve, November 29, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • December 1, 2010

32. ADP now, ACP later

    By fiona1, February 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • g8r
    • February 21, 2004

33. safe harbor and top heavy pass

    By Guest nipa, March 23, 2010
    • 4 replies
    • 1.3k views
    • 
    • D Lewis
    • March 24, 2010

34. Excluding class of employees

    By Brian Gallagher, July 31, 2003
    • 1 reply
    • 1.3k views
    • 
    • ccassetty
    • August 1, 2003

35. Top Heavy

    By cdavis25, March 12, 2012
    • 1 reply
    • 1.3k views
    • 
    • shERPA
    • May 7, 2014

36. Corrective Distribution

    By Guest Giovanni, March 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 14, 2006

37. Reallocation of forfs, after 415 date

    By BG5150, October 24, 2016
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • October 25, 2016

38. Partial Plan Termination - OEX

    By sdix401k, September 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • sdix401k
    • September 26, 2013

39. RMD VCP Application

    By austin3515, December 21, 2017
    • 10 replies
    • 1.3k views
    • 
    • austin3515
    • October 30, 2019

40. 401(k) participant enrollment software

    By Guest mmc, March 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 21, 2005

41. Eligibility - Salary to Hourly Mid-Year

    By 401king, August 24, 2009
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • August 27, 2009

42. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell, May 13, 2021   

    • terminating
    • short plan year
    • 4 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • May 14, 2021

43. Retaliation...

    By Guest Hickory6, June 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2002

44. Top Heavy

    By Randy Watson, October 5, 2007
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 8, 2007

45. Deferrals for a deceased participant?

    By jkharvey, July 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 10, 2008

46. Change to Elig for SH Nonelective Mid-Year

    By Laura Harrington, September 30, 2009
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • October 1, 2009

47. Direct investments in the prefunded account?

    By hockptuey, December 13, 2023
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2023

48. Safe Harbor - can we change mid-year to fund match faster?

    By masteff, June 3, 2015
    • 6 replies
    • 1.3k views
    • 
    • masteff
    • June 4, 2015

49. Missed Match True-Up Contributions

    By ERISAGal, August 2, 2019
    • 2 replies
    • 1.3k views
    • 
    • JackS
    • August 7, 2019

50. Income Withheld on sale of assets within 401(k) Plan

    By rblum50, July 26, 2012
    • 9 replies
    • 1.3k views
    • 
    • rblum50
    • July 31, 2012