401(k) Plans

19,321 topics in this forum

1. QNEC IN 2006

   By Guest geschaft, February 6, 2007
   • 1 reply
   • 1.3k views
   • 
   • austin3515
   • February 7, 2007

2. 501(c)(6) tax exempt organization

   By Guest km6719, February 14, 2003
   • 1 reply
   • 1.3k views
   • 
   • jaemmons
   • February 14, 2003

3. Hardship for Medical Bills and Workmans Comp Claim

   By Guest SWH, January 18, 2010
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • January 18, 2010

4. Minimum Deferral Contribution

   By Guest saotampa, May 5, 2008
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • May 6, 2008

5. IRS questionnaire

   By PAL, February 18, 2010
   • 2 replies
   • 1.3k views
   • 
   • PAL
   • February 19, 2010

6. final plan year (short plan year) where the assets are distributed; amendment required?thanks!

   By Guest hog4you2, December 14, 2004
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • December 22, 2004

7. esop guy Pledging company assets as collateral

   By InquisitivePerson, December 15, 2024
   • 3 replies
   • 1.3k views
   • 
   • Peter Gulia
   • December 16, 2024

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

   By lexi, August 18, 2007
   • 0 replies
   • 1.3k views
   • 
   • lexi
   • August 18, 2007

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

   By Guest jkrad, September 24, 2004
   • 3 replies
   • 1.3k views
   • 
   • GBurns
   • September 25, 2004

10. Rehires and 401(k) Employer Matches

    By Guest LLandau, May 1, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 1, 2003

11. Mom Answers Phones for 10 hours

    By austin3515, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • March 8, 2019

12. 3% Non-Elective Contr.

    By Guest penman, September 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 5, 2003

13. Failed ADP Test and Matching on Catch-ups

    By Guest Golden401k, February 4, 2009
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 6, 2009

14. Entry date on plan effective date

    By steve45, February 11, 2022
    • 8 replies
    • 1.3k views
    • 
    • steve45
    • February 15, 2022

15. QNEC to correct ADP test - Relius

    By pmacduff, January 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

16. ACA Notification

    By Guest Hgreer, May 6, 2013   

    • Automatic
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2013

17. participant direction of nonvested assets?

    By Guest MarshaMay, February 28, 2003
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • February 28, 2003

18. Ineligible participant deferring before entry date

    By ajustice, April 4, 2019
    • 3 replies
    • 1.3k views
    • 
    • justanotheradmin
    • April 4, 2019

19. Controlled Group - 1st year after transition period

    By JBones, May 13, 2013
    • 0 replies
    • 1.3k views
    • 
    • JBones
    • May 13, 2013

20. Participant in two plans

    By Guest jetfaninmn, June 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • June 3, 2005

21. different matching tiers for various employee classifications

    By k man, January 19, 2005
    • 0 replies
    • 1.3k views
    • 
    • k man
    • January 19, 2005

22. Hardship wdl after loan default

    By Guest cls1026, December 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • FundeK
    • December 29, 2004

23. Automatic Enrollment / Rehires

    By austin3515, September 14, 2023
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • September 14, 2023

24. SMM needed for change in Trustees?

    By Diane Thompson, December 22, 2022
    • 4 replies
    • 1.3k views
    • 
    • Diane Thompson
    • December 22, 2022

25. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 15, 2020

26. Beneficiary Designations and Divorce

    By youngbenefitslawyer, January 31, 2025
    • 6 replies
    • 1.3k views
    • 
    • fmsinc
    • February 1, 2025

27. 401-k In Service Withdrawal

    By KevinMc, October 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 21, 2009

28. Rehired and 90 Days Eligibility

    By Dazednconfused, February 14, 2020
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • February 14, 2020

29. Require full distribution at Required Beginning Date?

    By kmhaab, December 7, 2023
    • 5 replies
    • 1.3k views
    • 
    • Roycal
    • December 11, 2023

30. Ineligible participant funds Salary Deferrals in Safe Harbor 401(k) Plan

    By Dougsbpc, March 20, 2023
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 22, 2023

31. Individual Annuities

    By Guest Thornton, April 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2007

32. Processing Excess Contributions

    By Below Ground, March 8, 2016   

    • Rollover Before Testing
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • March 9, 2016

33. Self-Directed 401k - One Brokerage Account

    By austin3515, August 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • MSN
    • September 24, 2007

34. Plan terminating mid year

    By 30Rock, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • 30Rock
    • May 10, 2011

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

    By Lynn Campbell, May 31, 2000
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • June 1, 2000

36. Correcting Profit Sharing Allocation

    By 52626, November 12, 2014
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • November 13, 2014

37. 401k beneficiary

    By Guest lmbutzer, June 17, 2004
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • June 17, 2004

38. Carryover 10 year term?

    By austin3515, November 19, 2012
    • 10 replies
    • 1.3k views
    • 
    • masteff
    • November 20, 2012

39. Vesting Question - Rehired after Partial Termination of Plan

    By Guest J&D, November 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • November 23, 2004

40. 401(m) Coverage

    By Gilmore, February 5, 2004
    • 4 replies
    • 1.3k views
    • 
    • Gilmore
    • February 5, 2004

41. allocating forfeitures against safe harbor match

    By Guest Patkelley007, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2007

42. successor plan?

    By Guest EDSAADE, March 12, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 12, 2004

43. Delayed Start of Deferrals for entire Plan

    By 401(k)athryn, April 6, 2017   

    • 401(k)
    • epcrs
    • (and 2 more)

      Tagged with:

      • 401(k)
      • epcrs
      • missed deferral
      • amendment
    • 1 reply
    • 1.3k views
    • 
    • Doghouse
    • April 6, 2017

44. voluntary contribuitons

    By 52626, December 31, 2014
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • January 3, 2015

45. 41(b) failed coverage

    By Guest Pension Girl, March 11, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • June 23, 2010

46. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 27, 2009

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

    By Casey, March 26, 2003
    • 8 replies
    • 1.3k views
    • 
    • Casey
    • March 27, 2003

48. Distribution Timing Restrictions

    By TybeeGaSun, February 27, 2018
    • 6 replies
    • 1.3k views
    • 
    • Larry Starr
    • February 28, 2018

49. Turning off Automatic Contribution Arrangement

    By Dennis Povloski, December 27, 2010
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • December 28, 2010

50. Plan Disqualification due to 70 1/2 Distr

    By Guest dstran, December 3, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 5, 2007