401(k) Plans

19,275 topics in this forum

1. 401K loan pay-back

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

2. LTPT - again!

   By Belgarath, April 22
   • 4 replies
   • 1.3k views
   • 
   • Belgarath
   • April 25

3. A Control Group and the 5500

   By Guest jetfaninmn, June 20, 2005
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • June 21, 2005

4. Who must receive the minimum allocation gateway?

   By stephen20, February 17, 2021
   • 1 reply
   • 1.3k views
   • 
   • BG5150
   • February 17, 2021

5. TIME SENSITIVE- Do the PARTY IN INTEREST provisions under ERISA have a

   By fidu, January 16, 2002
   • 0 replies
   • 1.3k views
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   • fidu
   • January 16, 2002

6. Do I need both?

   By Guest sadieelvis, January 31, 2005
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • February 4, 2005

7. Merging Safe Harbor Plan Mid Year

   By 52626, July 24, 2019
   • 1 reply
   • 1.3k views
   • 
   • Luke Bailey
   • July 25, 2019

8. Regarding Return of Exces Distributions, when would 2 1/2 months after

   By Guest JMF, March 30, 2000
   • 1 reply
   • 1.3k views
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   • John A
   • April 1, 2000

9. Mid Year Suspension of Non-elective Contributions

   By J. Bringhurst, December 19, 2008
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 21, 2008

10. Who get SafeHarbor when PS contributions have different eligibility than CODA

    By Guest CLeggette, March 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 16, 2004

11. Mid-Year Corporate ADP testing

    By PMC, December 14, 2012
    • 0 replies
    • 1.3k views
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    • PMC
    • December 14, 2012

12. Contribution deductions - fiscal corp. year, calendar plan year

    By Guest cpoling, December 8, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 9, 2005

13. Eligible for catch-ups?

    By Guest KMP, September 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lori Friedman
    • September 13, 2004

14. LTPT vs. elapsed time

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

15. Can a terminated employee be a trustee?

    By Vlad401k, July 1, 2015
    • 3 replies
    • 1.3k views
    • 
    • shERPA
    • July 1, 2015

16. Safe Harbor 401(k) - Coverage Test Question

    By MarZDoates, January 12, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • January 12, 2006

17. Plan Conversion from MP to PS to 401(k) SH

    By buckaroo, December 15, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • December 16, 2004

18. 415 and 401(a)17 limits - Terminated (short year) Plan

    By Vlad401k, July 24, 2015
    • 1 reply
    • 1.3k views
    • 
    • K2retire
    • July 24, 2015

19. Section 457 plan as successor plan.

    By Guest Thornton, May 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 29, 2001

20. Too much employer deposit!

    By justanotheradmin, March 28, 2014
    • 6 replies
    • 1.3k views
    • 
    • justanotheradmin
    • March 28, 2014

21. Puerto Rico Fidelity Bond

    By austin3515, August 21, 2006
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • August 21, 2006

22. Elective Deferral Limit

    By fiona1, March 11, 2004
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • March 11, 2004

23. Inadvertent Distribution from Roth Account

    By ERISA25, September 13, 2012
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • September 14, 2012

24. Hardship

    By Madison71, January 14, 2010
    • 5 replies
    • 1.3k views
    • 
    • rcline46
    • January 14, 2010

25. 401k loan default time limit

    By rklawns, June 9, 2017
    • 5 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 9, 2017

26. 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2004

27. QSLOB - 50 Employee in Line of Business Rule

    By 401_4_ever, March 3, 2015
    • 1 reply
    • 1.3k views
    • 
    • TPAMan
    • March 3, 2015

28. Excluded or Not?

    By Jilliandiz, July 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Kimberly S
    • July 31, 2007

29. 401k safe harbor survey

    By Santo Gold, July 8, 2005
    • 0 replies
    • 1.3k views
    • 
    • Santo Gold
    • July 8, 2005

30. Multiple Contribution Formulas within a Single Plan

    By Guest Ralph, September 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2001

31. Counting "treasury stock" re: HCE determination

    By AlbanyConsultant, July 27, 2016
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 27, 2016

32. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.3k views
    • 
    • JustMe
    • April 2, 2020

33. Election Not to Participate - for 5 years?

    By Gudgergirl, February 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • February 2, 2011

34. 401(k) custodian cut off new participants from participation

    By GrammieMame, March 18, 2013
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • March 20, 2013

35. Post-Tax contributions in a 401(k)

    By Guest Jim Jesikiewicz, August 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • August 2, 2002

36. Deferral limits

    By Guest jetfaninmn, October 25, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • October 25, 2005

37. Prior-employer compensation in DC plan?

    By Guest Carol L, October 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2002

38. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia, May 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 25, 2010

39. Rollovers under EGTRRA

    By k man, December 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • k man
    • December 12, 2001

40. Top Heavy Aggregation

    By Tetsuro, June 12, 2015
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • June 23, 2015

41. Loan Offset / Repayment Under New Rules

    By austin3515, January 2, 2019
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 4, 2019

42. Transferring between members of contol group and distributions

    By JanetM, March 30, 2004
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • March 31, 2004

43. Disability distribution from a 401(k) plan

    By Guest k9522, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 6, 2002

44. Were new retirement plan COLAs released for 2006?

    By Guest Boilerburm, October 18, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2005

45. 401(k) refund, maximizing owner

    By pmacduff, April 7, 2004
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 7, 2004

46. document restatement after termination date

    By WCC, March 29, 2021
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • May 5, 2021

47. HCE in an acquired company

    By Chippy, June 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • June 11, 2008

48. ineligible deferral/safe harbor match

    By Guest Moira, March 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • March 26, 2009

49. HCE compensation W-2 vs. 1099 income

    By Guest TLCPension, February 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 10, 2003

50. Plan Expenses

    By Randy Watson, April 28, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • April 28, 2010