401(k) Plans

19,337 topics in this forum

1. LTPT

   By Brenda Wren, September 20, 2023
   • 3 replies
   • 1.3k views
   • 
   • Brenda Wren
   • September 21, 2023

2. 402(g) Limit

   By Fisher, November 30, 2010
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • November 30, 2010

3. Do receivables count as compensation?

   By Guest Phil L, November 17, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 17, 1999

4. 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

5. "Best Practices"

   By Guest cjk, September 12, 2002
   • 1 reply
   • 1.3k views
   • 
   • E as in ERISA
   • September 12, 2002

6. Incorrect Management Fees Charged

   By Vlad401k, May 12, 2015
   • 6 replies
   • 1.3k views
   • 
   • Kevin C
   • May 13, 2015

7. Tax withholding on 2nd distribution

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

8. Multiple Employer Plan?

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

9. Old Keogh -> 401(k).... same EIN?

   By K-t-F, June 28, 2022
   • 9 replies
   • 1.3k views
   • 
   • CuseFan
   • June 29, 2022

10. Delinquent Contributions caused by payroll company

    By TPApril, December 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • ERISALawyr
    • December 10, 2024

11. Amendments

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

12. 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

13. PEPs - the new frontier or just a bunch of noise?

    By JustMe, July 28, 2020
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 30, 2020

14. 402g Limit - plan had changes during the year

    By Guest Achilles, March 21, 2003
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 21, 2003

15. Plan Termination

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

16. Improper Salary Deferrals

    By Guest DaveB, June 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 1999

17. Excess Deferrals for 2007

    By Janice F, February 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • Janice F
    • February 23, 2009

18. Client with more than 1 union plan ADP testing

    By Guest anne1, March 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2006

19. 401K loan pay-back

    By angie.jackson@bmhcc.org, August 23, 2017
    • 12 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • August 24, 2017

20. 3% Safe Harbor and 401k

    By mjf06241972, January 31, 2019
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • February 11, 2019

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

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

22. 401k plan investments

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

23. Safe Harbor Plan

    By Guest Melissa Yoder, November 10, 2006
    • 2 replies
    • 1.3k views
    • 
    • SteveH
    • November 10, 2006

24. Which states prohibit use of SSNs on mailings to participants?

    By stevena, September 19, 2003
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 19, 2003

25. Hardship Withdrawal

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

26. safe harbor 3% contribution

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

27. 40k to MEP

    By Earl, March 15, 2016
    • 7 replies
    • 1.3k views
    • 
    • Earl
    • March 16, 2016

28. Prevailing Wage - HCE Exclusion

    By kevind2010, March 22, 2011
    • 0 replies
    • 1.3k views
    • 
    • kevind2010
    • March 22, 2011

29. Impact of Corrective Distributions on Hardship Available

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

30. Coverage Testing and exclusion by name

    By Lori Foresz, March 18, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 18, 2004

31. Life Insurance Under a Qualified Employee Plan

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

32. Plan Administration Tracking Software

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

33. Summary Plan Description

    By Felicia, November 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • November 11, 2002

34. Does anyone have any samples of intergrated with SS allocations? How changing your PS allocation to be integrated with SS would change how much the "older" workforce would receive?

    By Guest jhilliard, November 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • November 14, 2003

35. Rollover

    By mlp0816, August 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 15, 2006

36. Termination of 401(k) and move to SEP

    By Guest Jim Jesikiewicz, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002

37. One man show businesses and ERISA

    By K-t-F, September 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2004

38. Stock Sale

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

39. Loan from Roth Deferral and Subsequent Loan Offset (Distribution)

    By MarZDoates, September 27, 2017
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • September 28, 2017

40. Statistics on Negative Enrollments

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

41. Identifying Highly Compensated Employees in initial plan year

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

42. Safe Harbor Notice

    By Guest DazedAndConfused, November 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Leopurrd
    • November 16, 2005

43. Plan Termination and later discover remain assets - what options?

    By Guest W. Blake, June 15, 2005
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • June 17, 2005

44. miniscule error causes top heavy problem

    By M Norton, January 31, 2019   

    • sh match error
    • top heavy issue
    • 8 replies
    • 1.3k views
    • 
    • M Norton
    • February 4, 2019

45. New Mexico Tax Extension

    By Dawn Hafner, August 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • August 1, 2001

46. Self-employed one-person 401(k)

    By Guest Judy S, November 4, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • November 4, 2004

47. 401(a) clarification

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

48. Elective deferral limit

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

49. Employer Security

    By lexi, August 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 2, 2006

50. new ERISA laws HR.3762 S.1991 S.1992

    By fidu, July 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • July 25, 2002