401(k) Plans

19,321 topics in this forum

1. LTPT vs. elapsed time

   By AlbanyConsultant, July 19, 2023
   • 6 replies
   • 1.3k views
   • 
   • Paul I
   • August 3, 2023

2. Excess Contribution to Small Business (single owner) 401(k) Plan

   By Guest neilcap, January 30, 2004
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • February 3, 2004

3. 401K loan pay-back

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

4. ADP now, ACP later

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

5. Investment - Question

   By Erik Read, October 22, 2001
   • 0 replies
   • 1.3k views
   • 
   • Erik Read
   • October 22, 2001

6. Deferrals for a deceased participant?

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

7. Forfeiture of Matching Contribution associated with Refunded Deferrals

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

8. Who's the sponsor?

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

9. PEO Help.

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

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

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

11. Partial Plan Termination - OEX

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

12. Uni-k for a partner in partnership

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

13. Eligibility - Salary to Hourly Mid-Year

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

14. 415 Aggregation

    By Guest merlin, November 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • 2muchstress
    • November 7, 2002

15. Summary Plan Descriptions

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

16. 401k Safe Harbor Compensation Definition

    By Guest Betsy Oakey, February 13, 2008
    • 2 replies
    • 1.3k views
    • 
    • Kimberly S
    • February 13, 2008

17. Retaliation...

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

18. safe harbor and top heavy pass

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

19. Elapsed Time for Eligibility - Medical Leave

    By Guest saotampa, December 5, 2007
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • December 5, 2007

20. When does eligible compensation start?

    By AlbanyConsultant, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • March 27, 2013

21. Successor plan foolishness

    By Belgarath, February 15, 2019
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • February 20, 2019

22. Short-term HCE to Sway ADP Test

    By austin3515, December 28, 2016
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • January 6, 2017

23. Computer Based Training on 401k

    By Guest mdcotton, May 3, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2000

24. coverage and two plans

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

25. Spousal Consent and Power of Attorney

    By ejohnke, March 26, 2025
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 28, 2025

26. Eligibility… Is a person eligible to contribute to a 401(k)?

    By Guest Cookiemonster, October 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 17, 2003

27. Need help finding 401k Product for small plans

    By Guest Fuzzy, January 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 2003

28. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

29. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

30. 401(k) participant enrollment software

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

31. 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

32. Change in ownership

    By austin3515, July 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 6, 2010

33. safe harbor 401(k)

    By k man, March 3, 2004
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2004

34. What makes a union plan cover only union employees?

    By jkharvey, October 14, 2013   

    • Adoption Agreement language
    • 5 replies
    • 1.3k views
    • 
    • buckaroo
    • October 16, 2013

35. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

36. Shifting Question - 403b for HCEs and 401k for NHCEs

    By austin3515, February 27, 2023
    • 13 replies
    • 1.3k views
    • 
    • austin3515
    • March 2, 2023

37. new accounts/enrollments

    By Guest SPOT, August 3, 2004
    • 9 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2004

38. SIMPLE IRA and 401(k) P/S Plans

    By Guest, March 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 9, 2000

39. Individual contribution, deferral limits

    By Gary, December 28, 2009
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 30, 2009

40. underfunded plan

    By fidu, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 20, 2002

41. Corrective Distribution

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

42. Two Company 401(k)s?

    By Guest JetService, January 24, 2006
    • 2 replies
    • 1.3k views
    • 
    • Lame Duck
    • January 24, 2006

43. Start-up Plan

    By Guest RJF, July 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • July 20, 2006

44. Participant Loan - Cure Period

    By 52626, November 13, 2019
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 13, 2019

45. Termination

    By msmith55, April 21, 2015   

    • nonvested
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • April 21, 2015

46. 401K deduction discrepancies

    By jmbaughm, March 16, 2021   

    • 401k
    • deductions
    • (and 2 more)

      Tagged with:

      • 401k
      • deductions
      • pre-tax
      • tips
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 16, 2021

47. 401k for US co. owned 100% by German Company--Control Group???

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • February 11, 2003

48. Early Eligibility for Safe Harbor Testing

    By smm, May 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • May 16, 2003

49. Employer sent in $15,500 and CPA did not run it through payroll

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.3k views
    • 
    • K2retire
    • March 8, 2009

50. Rehire

    By PFranckowiak, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • September 14, 2011