401(k) Plans

19,334 topics in this forum

1. Need cite for the rule that service earned while a member of an ineligible class not excluded.

   By R. Butler, February 25, 2004
   • 1 reply
   • 1.2k views
   • 
   • Harwood
   • February 25, 2004

2. Deferrals on Bonus

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

3. quarterly participant statements and reporting

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

4. terminating SEP & starting 401k & SECURE Act

   By TPApril, April 29, 2021
   • 4 replies
   • 1.2k views
   • 
   • M.S. Hatlee QPA, QPFC
   • May 4, 2021

5. ADP Question

   By billfgrady, March 2, 2004
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 2, 2004

6. Blackout Period Notice Requirement Effective Date

   By John A, September 11, 2002
   • 0 replies
   • 1.2k views
   • 
   • John A
   • September 11, 2002

7. Simple question on 'S' corp

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

8. DOL Litigation on Late Deposits

   By Archimage, October 29, 2004
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • October 29, 2004

9. Do deferral refunds on a SARSEP count against 402(g) limit in a 401(k)?

   By Guest sugar daddy, August 31, 2011
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • September 1, 2011

10. New DOL Fee Disclosure Rules

    By Ron Snyder, January 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • four01kman
    • January 15, 2008

11. SAFE HARBOR NON-ELECTIVE

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

12. officer determination in partnership

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

13. Earned Income Calculation from several K-1s

    By Guest MSP, April 22, 2004
    • 6 replies
    • 1.2k views
    • 
    • Harwood
    • April 22, 2004

14. Jelly of the month 401(k)

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

15. Order of Deferral and Contribution

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

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

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

17. approval of loans fiduciary or misisterial function?

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

18. Affiliated Service Group

    By Catch22PGM, February 9, 2024
    • 6 replies
    • 1.2k views
    • 
    • EBP
    • February 12, 2024

19. Employer Roth contribution option

    By Tom, April 24, 2025
    • 3 replies
    • 1.2k views
    • 
    • Artie M
    • April 25, 2025

20. RMD Rules under CARES Act

    By Benefits Vet, April 2, 2020
    • 7 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 2, 2020

21. Partner 402g issue

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

22. Negative Election/Automatic EnrollmentTime Sensitive Question

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

23. QDIA

    By Guest ak, October 12, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 12, 2006

24. Continuance of deferrals after sale of employer

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

25. Involuntary Cash-Outs

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

26. Safe Harbor "maybe" - when plan language is currently silent

    By Belgarath, November 14, 2013
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • November 14, 2013

27. Controlled Group

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

28. ADP Testing

    By Guest ladybug61, March 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 10, 2003

29. Employer (not the plan) pays the life insurance premiums

    By jkharvey, September 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • September 1, 2009

30. 401K Contributions

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

31. 5500 problem

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

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

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

33. 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

34. $150,000 penalty

    By Orlando advisor, January 4, 2025
    • 6 replies
    • 1.2k views
    • 
    • ERISALawyr
    • January 7, 2025

35. Hardship for Health Insurance Premiums

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

36. Plan Eligibility

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

37. 401(k) deposit different than W-2

    By Guest EPS2, March 13, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2009

38. salary deferrals b/f plan doc is signed

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

39. 401(k) Availability for State and Local Governments

    By Guest Joel Lee, March 3, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • March 4, 2004

40. Safe Harbor and Multiple employers

    By Guest cbcadmin, January 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2002

41. Trust Statement Due Date

    By Guest koo, February 19, 2010
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 20, 2010

42. Employee Continued to Defer after Hardship Dist

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

43. 4-Tier Integrated PS Calc

    By Puffinator, June 16, 2022
    • 6 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 20, 2022

44. ACP Safe Harbor

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

45. Benefits National Company Document

    By rcline46, October 31, 2006
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • October 31, 2006

46. Employer’s Combined Marginal Tax Rate -What does this mean

    By Alex Daisy, October 8, 2014
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 13, 2014

47. Exception to Catch-Up Contribution Regulations

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

48. When are Sole Prop's 401(k) Deferrals due?

    By CJS07, October 7, 2011
    • 4 replies
    • 1.2k views
    • 
    • mbozek
    • October 8, 2011

49. 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

50. Safe Harbor match with additional discretionary match

    By John Feldt ERPA CPC QPA, August 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 10, 2011