401(k) Plans

19,275 topics in this forum

1. Partial Plan Termination

   By blue, January 25, 2011
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • January 26, 2011

2. Can ADP/ACP Testing Methods be Different?

   By Guest PB&J, June 10, 2005
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • June 10, 2005

3. Target Date Fund Disclosures for 404a5

   By austin3515, August 20, 2012
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 23, 2012

4. Employer/Employee/Affiliated Service Group?

   By imchipbrown, March 11, 2012
   • 5 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • March 12, 2012

5. Prohibited Transaction?

   By Guest h_nowicki, July 13, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 13, 2004

6. Relevant Compensation for suspended Safe Harbor Match

   By Young Curmudgeon, September 14, 2010
   • 4 replies
   • 1.2k views
   • 
   • austin3515
   • September 15, 2010

7. Withdrawal of Default Elective Deferals

   By RCK, October 30, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • October 31, 2009

8. Employer contributions as Roth

   By ACK, August 14, 2024
   • 4 replies
   • 1.2k views
   • 
   • 401king
   • September 30, 2024

9. Conversion Blackout Ends Sooner - New Notice Required?

   By Guest JimJ, October 13, 2004
   • 1 reply
   • 1.2k views
   • 
   • E as in ERISA
   • October 13, 2004

10. Deferral Deductibility

    By Lucky32, April 16, 2021
    • 6 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • April 19, 2021

11. Client erroneously informed ee’s of discontinuation of match

    By Guest Powers, November 18, 2002
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • November 20, 2002

12. ownership percentages

    By Guest dstran, March 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 21, 2006

13. Top Heavy questions

    By Guest judyw, July 22, 2004
    • 4 replies
    • 1.2k views
    • 
    • jquazza
    • July 23, 2004

14. Another Individual (k) Question

    By Guest EAS, December 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 23, 2004

15. Plan with bad loans

    By J Simmons, October 2, 2019
    • 3 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • October 22, 2019

16. Use of Excess Revenue to Pay Expenses

    By khn, June 17, 2015
    • 5 replies
    • 1.2k views
    • 
    • khn
    • June 19, 2015

17. Question about Top heavy exemption for SH Plan with Dual eligibility

    By Jim Chad, May 7, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 7, 2010

18. ADP/ACP question

    By fiona1, December 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • fiona1
    • December 19, 2006

19. What to do with problem investment in a self directed 401(k) plan?

    By katieinny, August 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • August 4, 2005

20. ACP 4% non-discretionary match

    By Bruce1, January 29
    • 12 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • February 11

21. Time Deadline for Annual Valuation & Annual Participant Stmts

    By Guest Dash02, March 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • March 12, 2007

22. QNECs and prior year testing

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 22, 2004

23. Excess Contributions Cannot Be Made Because Amounts Distributed Per a QDRO

    By Guest Grumpy455, February 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 17, 2005

24. New documents: Will you allow rollover-in-kind?

    By Jim Chad, May 22, 2014
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • May 23, 2014

25. Safe Harbor Conversion

    By Dougsbpc, March 1, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2004

26. Safe Harbor Matches and Top Heavy...

    By Guest RONNIE WASEL, June 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 9, 2003

27. $30,500 in contributions on $26,000 wages?

    By Flyboyjohn, March 2, 2015
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 9, 2015

28. 401(k) Amendments on Account of Final Regs.

    By chris, October 17, 2005
    • 0 replies
    • 1.2k views
    • 
    • chris
    • October 17, 2005

29. 3 months eligibility with 520 hours

    By jsample, August 2
    • 6 replies
    • 1.2k views
    • 
    • Below Ground
    • August 5

30. Plan does not want to make Safe Harbor contribution-what happens?

    By JHalligan, October 26, 2022
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 28, 2022

31. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2012

32. Loan Interest

    By Guest mgreenwald, April 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • May 9, 2003

33. Deductibility of Delinquent Contributions

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

34. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

35. Rollover from 401K to ROTH IRA

    By Alex Daisy, September 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • September 11, 2009

36. Unused Sick Time Payments

    By DTH, February 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • February 12, 2003

37. Roth

    By goldtpa, February 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2013

38. EIN

    By Guest mk2308, July 27, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 27, 2005

39. termination of safe harbor provisions

    By Guest Jane Freeman, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 11, 2005

40. Plan Effective date < Corporate Date if Incorporation

    By rblum50, July 30, 2010
    • 5 replies
    • 1.2k views
    • 
    • PensionPro
    • August 2, 2010

41. payroll error on contribution

    By JKW, March 11, 2014
    • 2 replies
    • 1.2k views
    • 
    • JKW
    • March 19, 2014

42. Does sungard plan language require coverage and contributions?

    By Floridaattorney, August 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • cdavis25
    • September 3, 2013

43. Excess Contributions

    By Guest Joe Vasko, January 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Disco Stu
    • January 27, 2003

44. RMD and Rollovers

    By goldtpa, November 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 9, 2011

45. Plan operated contrary to documents for years

    By J Simmons, January 27, 2010
    • 5 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 29, 2010

46. Midyear amendment to SH plan... 30 days required?

    By AlbanyConsultant, December 8, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 8, 2016

47. Successor Plan Issue

    By Guest matt2800, April 16, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 16, 2008

48. DC Plan Audit

    By jala, October 17, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 18, 2011

49. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2007

50. Compensation Limitation Election Available to Certain Participants

    By SSRRS, March 4, 2021
    • 21 replies
    • 1.2k views
    • 
    • Belgarath
    • March 11, 2021