401(k) Plans

19,275 topics in this forum

1. Compensation

   By k man, January 24, 2006
   • 0 replies
   • 1.2k views
   • 
   • k man
   • January 24, 2006

2. Changing entry requirements

   By jkharvey, October 11, 2006
   • 2 replies
   • 1.2k views
   • 
   • jkharvey
   • October 12, 2006

3. Proof of Hardship

   By AKPension, March 30, 2017
   • 9 replies
   • 1.2k views
   • 
   • Peter Gulia
   • April 5, 2017

4. Safe Harbor Match and Discretionary Match

   By Guest abajeb, January 26, 2006
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • January 27, 2006

5. Roth Contributions

   By Nassau, May 31, 2011
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • June 1, 2011

6. Automatic Enrollment amendment

   By Lori H, June 24, 2013
   • 1 reply
   • 1.2k views
   • 
   • BG5150
   • June 24, 2013

7. Union & Non-Union Employees

   By Guest Sara H, November 16, 2004
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • November 18, 2004

8. max contribution allocation

   By Guest tbt, October 17, 2002
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • October 17, 2002

9. HCE or not

   By Guest Pat Metallic, January 5, 2009
   • 1 reply
   • 1.2k views
   • 
   • ERISAnut
   • January 5, 2009

10. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince, April 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • April 26, 2006

11. PPA Benefit Statements

    By austin3515, December 26, 2006
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • December 26, 2006

12. ADP Testing

    By Guest perplexedbypensions, December 28, 2006
    • 4 replies
    • 1.2k views
    • 
    • Sully
    • December 28, 2006

13. Catch-Up 6/30 YE Question

    By BTH, August 29, 2002
    • 2 replies
    • 1.2k views
    • 
    • BTH
    • August 30, 2002

14. Loan Default

    By Guest revier, December 1, 2004
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • December 1, 2004

15. Sole-Prop & Partner 415 Limit

    By Guest padmin, October 31, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 31, 2005

16. Employees for 401(k) plan purposes?

    By Guest KMP, November 13, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2006

17. Safe Harbor Match

    By Guest jefe96, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

18. Increase minimum amount for loan

    By Dan, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Alf
    • August 20, 2004

19. Compensation Definition

    By Guest RetirementPlanWI, October 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2010

20. 415 Limitations

    By MBCarey, January 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • four01kman
    • January 28, 2003

21. Top Heavy Plan

    By Guest CAP, August 23, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2001

22. safe harbor plan design

    By Guest Betsy Oakey, July 19, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 19, 2006

23. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • March 19, 2012

24. Best Practices for 401(k) Recordkeepers

    By Guest mporterst, November 6, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 6, 2009

25. Matching Contributions Based on Partial Deferral?

    By Leopurrd, December 3, 2004
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • December 6, 2004

26. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2010

27. Canadian citizen wishes to participate in 401(k)

    By Purplemandinga, September 19, 2018
    • 5 replies
    • 1.2k views
    • 
    • Purplemandinga
    • September 21, 2018

28. Articles on the dangers of "Self Trustee" K plans

    By Guest cj4, September 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • September 10, 2004

29. Deferrals on Limited Segments of pay

    By rcline46, December 16, 2006
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • December 19, 2006

30. Missed Deferrals

    By coleboy, January 17, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 18, 2018

31. Remove salary deferral provision?

    By Guest penman, December 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 12, 2004

32. After-Tax Direct Rollovers

    By DTH, September 2, 2005
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • September 2, 2005

33. Eligibility with Rehires

    By Nate X, December 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 19, 2005

34. Profit Sharing Plan termination

    By cpc0506, July 26, 2013
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • July 29, 2013

35. Additional SH & PS

    By Becky Schwing, September 18, 2019
    • 15 replies
    • 1.2k views
    • 
    • Kevin C
    • September 20, 2019

36. Terminated Plan and audit requirement

    By cpc0506, April 19, 2012
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 19, 2012

37. Statutory Plan Entry

    By Gilmore, January 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • January 21, 2004

38. Safe Harbor Match only for NHCEs

    By Guest milehighheel, November 3, 2009
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • November 6, 2009

39. QDIA

    By Doghouse, December 6, 2012
    • 3 replies
    • 1.2k views
    • 
    • four01kman
    • December 7, 2012

40. Change in SH contribution type

    By Guest PCS Inc, August 19, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 20, 2009

41. Assets from suspense account inadvertantly transferred to Employer

    By Renee H, March 14, 2022
    • 7 replies
    • 1.2k views
    • 
    • Renee H
    • March 17, 2022

42. Forfeitures and Coverage Testing

    By DTH, April 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 21, 2006

43. Coverage - Employer Contributions

    By Guest SWadd, August 30, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 30, 2010

44. Sole Proprietor - Late Deferral Contributions

    By Guest revier, November 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • November 18, 2004

45. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 24, 2003

46. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

47. 414 & Non-Voting Partnership Interests

    By EBECatty, October 28, 2022
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 1, 2022

48. Preventing 415 Failure w/ 401K Plan

    By Guest Golden401k, February 27, 2009
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2009

49. Excess Contributions Determined Following Death of Participant

    By Guest T-BONE, October 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2002

50. Plan Design

    By Guest naveen, September 8, 2008
    • 6 replies
    • 1.2k views
    • 
    • GBurns
    • September 9, 2008