401(k) Plans

19,275 topics in this forum

1. "separation from employment"/"severance of employment"

   By lexi, August 18, 2007
   • 0 replies
   • 1.2k views
   • 
   • lexi
   • August 18, 2007

2. Is it possible to have an account distributed while waiting for divorce proceedings to start

   By Guest jkrad, September 24, 2004
   • 3 replies
   • 1.2k views
   • 
   • GBurns
   • September 25, 2004

3. successor plan?

   By Guest EDSAADE, March 12, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 12, 2004

4. Participant in two plans

   By Guest jetfaninmn, June 2, 2005
   • 1 reply
   • 1.2k views
   • 
   • wmyer
   • June 3, 2005

5. Plan terminating mid year

   By 30Rock, May 10, 2011
   • 2 replies
   • 1.2k views
   • 
   • 30Rock
   • May 10, 2011

6. Excluding some NHCE from Safe Harbor Match

   By BG5150, April 18, 2018
   • 5 replies
   • 1.2k views
   • 
   • ERISAAPPLE
   • April 18, 2018

7. Automatic Rollover - can the Plan Document say that Accrued Benefits less than $5K "may" be paid out, does it have to be "will" be paid out?

   By Guest steeletheone, March 29, 2005
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • March 30, 2005

8. proposed Roth 401k regulations

   By Guest lskin, October 10, 2005
   • 3 replies
   • 1.2k views
   • 
   • JanetM
   • October 10, 2005

9. Loan Suspension under CARES Act

   By sb0828, June 1, 2020
   • 5 replies
   • 1.2k views
   • 
   • Caroline Martinez
   • June 3, 2020

10. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • October 31, 2003

11. allocating forfeitures against safe harbor match

    By Guest Patkelley007, March 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2007

12. different matching tiers for various employee classifications

    By k man, January 19, 2005
    • 0 replies
    • 1.2k views
    • 
    • k man
    • January 19, 2005

13. Rehires and 401(k) Employer Matches

    By Guest LLandau, May 1, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2003

14. Hardship wdl after loan default

    By Guest cls1026, December 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • December 29, 2004

15. Is there an exception to the multiple use test for a Plan amendment?

    By Lynn Campbell, May 31, 2000
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • June 1, 2000

16. RMD under SECURE Act

    By Dobber, February 4, 2021
    • 6 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • February 9, 2021

17. 401-k In Service Withdrawal

    By KevinMc, October 21, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 21, 2009

18. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 27, 2009

19. Plan Disqualification due to 70 1/2 Distr

    By Guest dstran, December 3, 2007
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 5, 2007

20. Failed ADP Test and Matching on Catch-ups

    By Guest Golden401k, February 4, 2009
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 6, 2009

21. Coverage and Testing Issues

    By Guest smac, August 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • August 14, 2006

22. Investment Policy Statement

    By Guest jkrad, September 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Jon Chambers
    • September 22, 2004

23. Participant Loan - Cure Period

    By 52626, November 13, 2019
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 13, 2019

24. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150, May 2, 2022
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • May 4, 2022

25. Self-Directed 401k - One Brokerage Account

    By austin3515, August 23, 2007
    • 2 replies
    • 1.2k views
    • 
    • MSN
    • September 24, 2007

26. Vesting under Merged Plans

    By goldtpa, March 5, 2007
    • 1 reply
    • 1.2k views
    • 
    • goldtpa
    • March 6, 2007

27. voluntary contribuitons

    By 52626, December 31, 2014
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • January 3, 2015

28. When is a Broker an Advisor?

    By Guest RIA, February 12, 2007
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • February 13, 2007

29. Correcting Profit Sharing Allocation

    By 52626, November 12, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 13, 2014

30. 401k beneficiary

    By Guest lmbutzer, June 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • June 17, 2004

31. Fiduciaries Responsibilities on Defaulted Loans

    By austin3515, September 17, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • September 17, 2004

32. 1099 sole proprietorship question

    By Scuba 401, December 3, 2010
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • December 3, 2010

33. Bonus Election (Each time or One Time?)

    By jmartin, June 6, 2013
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • June 6, 2013

34. 401(m) Coverage

    By Gilmore, February 5, 2004
    • 4 replies
    • 1.2k views
    • 
    • Gilmore
    • February 5, 2004

35. 6 person Plan for a subsidiary of a Listed company

    By Jim Chad, March 20, 2008
    • 4 replies
    • 1.2k views
    • 
    • dmwe
    • April 10, 2008

36. Safe Harbor Match

    By Dan, March 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • March 26, 2008

37. 401(k) Match over 100%

    By nancy, April 27, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • April 28, 2008

38. Failing Coverage in 401(k) Safe Harbor Plan

    By Guest Golden K, June 25, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 25, 2009

39. 41(b) failed coverage

    By Guest Pension Girl, March 11, 2010
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • June 23, 2010

40. Ability to Repay Plan Loan or limiting loans based on P's salary

    By Casey, March 26, 2003
    • 8 replies
    • 1.2k views
    • 
    • Casey
    • March 27, 2003

41. Fees from investment company

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 9, 2005

42. IRA transfer from 401(k) Plan when participant can't be found

    By rblum50, September 21, 2023
    • 4 replies
    • 1.2k views
    • 
    • Lois Baker
    • September 22, 2023

43. 7 day safe harbor rule for deposits

    By WCC, November 30, 2016
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • December 1, 2016

44. Does partner get contribution after leaving

    By jkharvey, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • January 23, 2007

45. From Safe Harbor to regular Match

    By cpc0506, June 5, 2013
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 7, 2013

46. Getting around the five-year rule for participant loans

    By 401(j), July 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • ForksnKnives
    • July 23, 2013

47. Vesting Question - Rehired after Partial Termination of Plan

    By Guest J&D, November 23, 2004
    • 1 reply
    • 1.2k views
    • 
    • Alf
    • November 23, 2004

48. Roth 401(k)

    By blue, October 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • October 25, 2005

49. Discretionary Match

    By Nuts, March 21, 2017   

    • discretionary match
    • amendment after year end
    • (and 1 more)

      Tagged with:

      • discretionary match
      • amendment after year end
      • top heavy
    • 4 replies
    • 1.2k views
    • 
    • Nuts
    • April 4, 2017

50. IRS Audit: Agreement to Transfer 401k to 457(b)

    By Guest JRawls, October 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2006