401(k) Plans

19,321 topics in this forum

1. IRA rollover to 401(k) Plan

   By Guest Mike Schwing, June 13, 2003
   • 2 replies
   • 1.6k views
   • 
   • mbozek
   • June 16, 2003

2. Controlled group and key employee

   By Guest moosegirl, July 9, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • July 12, 2004

3. Non-English Requirements

   By Guest Astro, January 22, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 24, 2007

4. Reducing 401 (k) Deferral Limit Mid-Year

   By 12AX7, April 9, 2009
   • 2 replies
   • 1.4k views
   • 
   • 12AX7
   • April 9, 2009

5. Amendment to change definition of compensation

   By 12AX7, July 25, 2011
   • 2 replies
   • 1.6k views
   • 
   • 12AX7
   • July 25, 2011

6. Withdrawals vss. distributions

   By Jim Chad, May 22, 2012
   • 2 replies
   • 970 views
   • 
   • masteff
   • May 22, 2012

7. 401k Interim Valuation

   By Ballangen, March 27, 2020   

   • 401k
   • interim
   • (and 1 more)

     Tagged with:

     • 401k
     • interim
     • valuation
   • 2 replies
   • 697 views
   • 
   • JackS
   • March 30, 2020

8. Eligible to Ineligible Category During Year - Safe Harbor

   By EBECatty, December 18, 2020
   • 2 replies
   • 814 views
   • 
   • EBECatty
   • December 18, 2020

9. k/m testing union + nonunion employees

   By LCARUSI, September 15, 1998
   • 2 replies
   • 6.6k views
   • 
   • david shipp
   • September 15, 1998

10. ReHired account balance

    By 401Karina, December 30, 2022
    • 2 replies
    • 761 views
    • 
    • Bri
    • January 3, 2023

11. Auto-enrollment grandfathering

    By Belgarath, September 25, 2023
    • 2 replies
    • 442 views
    • 
    • Belgarath
    • September 25, 2023

12. Uncooperative bundled provider

    By Guest mo again, September 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • September 17, 2000

13. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

14. Annual vs. Pay Period calculation of match

    By austin3515, October 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2002

15. Identifying Highly Compensated Employees in initial plan year

    By billfgrady, June 17, 2004
    • 2 replies
    • 1.3k views
    • 
    • billfgrady
    • June 18, 2004

16. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

17. Stopping the Safe Harbor Match

    By Earl, March 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • March 9, 2005

18. Plan Documents

    By Guest wmpension, December 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2005

19. Overpayment of Safe Harbor Match

    By ERISA1, March 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 9, 2006

20. ACP test

    By Guest dstran, March 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • March 31, 2006

21. Severance From Employment Question

    By Guest Grumpy456, January 22, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2007

22. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

    By Guest notapensiongeek, April 4, 2007
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 5, 2007

23. Hardship Withdrawal

    By J2D2, August 1, 2008
    • 2 replies
    • 6.2k views
    • 
    • masteff
    • August 1, 2008

24. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 4, 2009

25. Definition of Comp failed

    By 30Rock, December 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • December 29, 2010

26. General Test

    By justatester, September 28, 2012
    • 2 replies
    • 1.4k views
    • 
    • justatester
    • September 28, 2012

27. Match Calculated Incorrectly

    By Guest Frank Jackson, September 14, 1998
    • 2 replies
    • 4.6k views
    • 
    • LCARUSI
    • September 16, 1998

28. Seasonal Employees

    By Guest FoolsGold, November 16, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 19, 1999

29. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • February 27, 2002

30. Egtrra

    By Archimage, June 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 20, 2002

31. Company Sells Division Part of 401k Plan

    By Guest ROB VIDOVICH, June 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 13, 2003

32. How much notice must be given to plan participants when changing match or profit sharing allocation?

    By Guest jhilliard, November 11, 2003
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • November 11, 2003

33. 2004 Section 401(a)17 Limit Compensation Limit is..?

    By Guest tgraham, August 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 25, 2004

34. Automatic Rollover for new plans

    By Guest Midas, April 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 20, 2005

35. Roth Contributions and Failed ADP test

    By blue, February 12, 2008
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2008

36. Getting Ex-Husbands 401K part of divorce

    By Guest Natasha S, August 4, 2009
    • 2 replies
    • 1.4k views
    • 
    • jkdoll2
    • August 4, 2009

37. Startup 401(k) Plan

    By Guest Theresa Irvin, June 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2011

38. First pay-DATE after Plan Entry

    By austin3515, October 1, 2016
    • 2 replies
    • 943 views
    • 
    • austin3515
    • October 2, 2016

39. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 918 views
    • 
    • The 402"(G)"
    • March 14, 2017

40. Leased Employees and Counting Hours

    By JustMe, October 3, 2017
    • 2 replies
    • 559 views
    • 
    • JustMe
    • October 3, 2017

41. Auto enroll at rate < full match rate?

    By TPApril, December 14, 2019
    • 2 replies
    • 829 views
    • 
    • ratherbereading
    • December 16, 2019

42. investing 401k deferrals in in house funds

    By Guest billy bong, December 21, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 1999

43. Rehired employee wants to buy back formerly forfeited benefit under th

    By Guest Carolyn Cassetty, November 10, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 14, 2000

44. Calendar Year Election

    By k man, February 27, 2002
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • March 1, 2002

45. Commonlaw Wife Rights To A 401k Of Deceased Commonlaw Husband

    By Guest CONFUSED401K, January 8, 2003
    • 2 replies
    • 5.9k views
    • 
    • mbozek
    • January 8, 2003

46. Same desk, protected benefits and direct rollovers

    By Guest Mrilaomt, September 2, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2005

47. Dr. has a $70,000 loan during 2004. What is the correction method?

    By Guest vqualplan, September 28, 2005
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • September 28, 2005

48. Safe Harbor 401(K) "Maybe" Notice

    By thepensionmaven, February 9, 2006
    • 2 replies
    • 3k views
    • 
    • Tom Poje
    • February 10, 2006

49. Excel formula to determine basic safe harbor match

    By Guest Bear, April 28, 2006
    • 2 replies
    • 23.3k views
    • 
    • Guest
    • April 28, 2006

50. Collectively Bargained Employees in Non-Union Prototype Plan

    By Guest andmik, April 4, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 4, 2007