401(k) Plans

19,321 topics in this forum

1. Personal liability under ERISA for civil and or criminal penalties

   By fidu, February 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • fidu
   • February 4, 2003

2. 415(c) limitation apply to the employer or the person?

   By Guest fender5150, December 11, 2008
   • 3 replies
   • 1.2k views
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   • K2retire
   • December 11, 2008

3. approval of loans fiduciary or misisterial function?

   By k man, October 3, 2007
   • 2 replies
   • 1.2k views
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   • Locust
   • October 3, 2007

4. Partner 402g issue

   By austin3515, December 27, 2011
   • 5 replies
   • 1.2k views
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   • austin3515
   • December 28, 2011

5. officer determination in partnership

   By wsp, May 15, 2007
   • 1 reply
   • 1.2k views
   • 
   • Kimberly S
   • May 15, 2007

6. Amendment Timing

   By John K, June 14, 2024
   • 2 replies
   • 1.2k views
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   • acm_acm
   • June 18, 2024

7. Final 401(k) amendment for terminated plans

   By AlbanyConsultant, December 8, 2006
   • 1 reply
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • December 8, 2006

8. quarterly participant statements and reporting

   By Pammie57, August 6, 2015
   • 2 replies
   • 1.2k views
   • 
   • 401king
   • August 6, 2015

9. Ownership of adopting employers for plan purposes

   By Rai401k, June 4, 2014
   • 5 replies
   • 1.2k views
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   • Rai401k
   • June 6, 2014

10. salary deferrals b/f plan doc is signed

    By Guest EBer, November 6, 2002
    • 1 reply
    • 1.2k views
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    • KJohnson
    • November 6, 2002

11. Order of Deferral and Contribution

    By Guest Lawrenceg, January 19, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • January 19, 2007

12. Simple question on 'S' corp

    By Brian Gallagher, September 12, 2002
    • 3 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • September 12, 2002

13. 401K Contributions

    By Guest elizabeth clark, June 20, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • June 20, 2002

14. Replacing one 401(k) plan with another

    By Santo Gold, October 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • October 11, 2004

15. Deductibility of Delinquent Contributions

    By Stash026, June 10, 2021
    • 4 replies
    • 1.2k views
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    • Luke Bailey
    • June 11, 2021

16. SAFE HARBOR NON-ELECTIVE

    By Guest Teddi, May 9, 2007
    • 2 replies
    • 1.2k views
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    • Tom Poje
    • May 9, 2007

17. Maximum 401(k) Match

    By retbenser, December 9, 2010
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 9, 2010

18. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc, April 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2005

19. Adopt 2yr/5yr Inservice Dist. Rule for Roth Conversions

    By namealreadyinuse, May 10, 2006
    • 5 replies
    • 1.2k views
    • 
    • jevd
    • May 11, 2006

20. Deferrals on Bonus

    By khn, September 20, 2013
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 20, 2013

21. Continuance of deferrals after sale of employer

    By Guest philc, June 28, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • June 28, 2005

22. Pooled Plan / Lost Participant / $800 Balance

    By austin3515, October 30, 2017
    • 7 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 31, 2017

23. Involuntary Cash-Outs

    By Guest Chaffee, September 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • September 8, 2004

24. Hardship for Health Insurance Premiums

    By austin3515, November 30, 2015
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • December 1, 2015

25. Controlled Group

    By Guest Mike Schwing, April 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 30, 2008

26. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • September 26, 2001

27. EFAST status check

    By PainPA, August 5, 2010
    • 0 replies
    • 1.2k views
    • 
    • PainPA
    • August 5, 2010

28. QACA Amendment

    By 30Rock, March 8, 2018
    • 7 replies
    • 1.2k views
    • 
    • stephen
    • March 9, 2018

29. Excluding Part-Time Employees From 401(k) Plan

    By metsfan026, June 14, 2022
    • 4 replies
    • 1.2k views
    • 
    • Dare Johnson
    • June 14, 2022

30. ACP Safe Harbor

    By austin3515, March 19, 2015
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2015

31. Excess Deferral?

    By No Name, March 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • March 31, 2005

32. Prior year testing method per document, would like to amend to current year...

    By Guest jhilliard, July 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • July 19, 2004

33. QDRO Fees

    By Guest MEWilson, August 9, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 10, 2004

34. 5500 problem

    By SRP, September 11, 2008
    • 3 replies
    • 1.2k views
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    • ERISAnut
    • September 12, 2008

35. Looking for advice- 401(k) plan with several employees having post-tax balance...

    By Guest jhilliard, May 6, 2004
    • 8 replies
    • 1.2k views
    • 
    • Harwood
    • May 7, 2004

36. Converting to a safe harbor mid plan year

    By Guest mparker2028, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 7, 2005

37. Loans

    By Guest elang, September 21, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2010

38. Excluded Class employee allowed to participate in plan

    By 401kQ's, June 6, 2018
    • 7 replies
    • 1.2k views
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    • 401kQ's
    • June 6, 2018

39. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.2k views
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    • david rigby
    • May 23, 2013

40. Jelly of the month 401(k)

    By Mr Bagwell, January 11, 2017
    • 8 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 12, 2017

41. Deferral question

    By Guest ebs24502, September 1, 2006
    • 2 replies
    • 1.2k views
    • 
    • namealreadyinuse
    • September 1, 2006

42. Tax Credit & EACA

    By susieQ, February 3, 2021
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 5, 2021

43. Paycheck to Paycheck vs. Statutory Compensation method for calculating match

    By dragondon, October 31, 2022
    • 4 replies
    • 1.2k views
    • 
    • BenefitJack
    • November 2, 2022

44. Employee Continued to Defer after Hardship Dist

    By sdix401k, August 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 9, 2006

45. Simple IRA rollover to a Qualifed Plan

    By 52626, March 21, 2014
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 21, 2014

46. Exception to Catch-Up Contribution Regulations

    By Guest pcjackson, April 25, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2002

47. 2001 ADP/ACP test

    By fiona1, August 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • stephen
    • August 16, 2006

48. Atttribution rules for Spouse

    By Guest Joanne Davey, February 10, 2011
    • 2 replies
    • 1.2k views
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    • Guest
    • February 10, 2011

49. Trust as Beneficiary

    By waid10, August 25, 2016
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • August 25, 2016

50. MRD FOR DECEASED PARTICIPANTS IN A 401(K) PLAN.

    By Guest gerald3, August 22, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 22, 2005