401(k) Plans

19,321 topics in this forum

1. the dreaded non-calendar ADP failure with catchups

   By Bri, July 1, 2015
   • 3 replies
   • 1.2k views
   • 
   • austin3515
   • July 7, 2015

2. Hardship Withdraw from 401(K) Plan

   By Guest jkrad, April 7, 2004
   • 1 reply
   • 1.2k views
   • 
   • FundeK
   • April 7, 2004

3. ADP testing & excluding employees - can one exclude

   By Guest BXO, February 19, 2007
   • 1 reply
   • 1.2k views
   • 
   • BG5150
   • February 19, 2007

4. Investment Advice for Free 55 and older - discriminatory?

   By Benefits to all, April 30, 2013
   • 5 replies
   • 1.2k views
   • 
   • Belgarath
   • May 1, 2013

5. 401(k) Max

   By Guest sstincone, February 1, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 1, 2005

6. Contribution Deadline

   By Guest SuzieQNEC, September 10, 2008
   • 2 replies
   • 1.2k views
   • 
   • ERISAnut
   • September 10, 2008

7. Blackout required

   By thepensionmaven, October 25, 2023
   • 9 replies
   • 1.2k views
   • 
   • BG5150
   • October 30, 2023

8. Roth K Roll-ins

   By Jed Macy, March 19, 2006
   • 0 replies
   • 1.2k views
   • 
   • Jed Macy
   • March 19, 2006

9. Match contributions for half year

   By Spencer, February 21, 2006
   • 0 replies
   • 1.2k views
   • 
   • Spencer
   • February 21, 2006

10. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2004

11. compensation used

    By Gary, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 30, 2010

12. Single employer plan merging under Multiple Employer plan

    By JoseS, January 15, 2018   

    • termination
    • mergers
    • (and 2 more)

      Tagged with:

      • termination
      • mergers
      • mep
      • 401(k)
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 15, 2018

13. deferrals and catch-up

    By Chippy, January 23, 2014
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 23, 2014

14. 3(16)

    By austin3515, September 3, 2019
    • 12 replies
    • 1.2k views
    • 
    • jpod
    • October 31, 2019

15. Excluding 1099 Employees

    By metsfan026, March 31, 2022
    • 6 replies
    • 1.2k views
    • 
    • rocknrolls2
    • April 1, 2022

16. Can you exclude employees under Title V?

    By pbarrett, June 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • June 21, 2004

17. MPP vs 403(b)

    By justatester, October 1, 2012
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 2, 2012

18. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • October 4, 2014

19. Plan Never Fully Closed even though terminated

    By 401kAllTheWay, April 22, 2025
    • 1 reply
    • 1.2k views
    • 
    • Paul I
    • April 22, 2025

20. Form 5500-SF and Schedule A & D

    By Pammie57, July 28, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 28, 2015

21. disaggregation question

    By K2retire, February 18, 2014
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • February 21, 2014

22. C1 Exam Study Group

    By Guest James Osterhaus, May 16, 2003
    • 3 replies
    • 1.2k views
    • 
    • ErisaGeek
    • May 21, 2003

23. controlled group of corporations

    By lexi, December 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 13, 2006

24. Case law judgements against plan fudiciaries for excessive fees to plan assets

    By Guest April Smith, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • alanm
    • March 4, 2005

25. REFUNDS FOR ADP FAILURE

    By JKW, July 20, 2011
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • July 20, 2011

26. Automatic Rollover for new plans

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

27. Compensation cap for match--payroll basis?

    By BG5150, October 7, 2024
    • 6 replies
    • 1.2k views
    • 
    • Paul I
    • October 7, 2024

28. top heavy 401k

    By Guest greggi39, November 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 15, 2002

29. SIMPLE IRA

    By Guest koolkid, April 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2003

30. Testing Issues(?) different eligibiltiy for 401k and SH match

    By Brian Gallagher, October 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 14, 2004

31. Safe Harbor Method Change

    By Guest jimmybeau, December 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 22, 2008

32. 410(b) Issue for 401(k) Plan

    By Guest emcelroy, July 23, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 24, 2009

33. Is distribution without a distributable event a PT?

    By jkharvey, September 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • KMG77
    • September 27, 2010

34. excess matching contributions

    By Guest Paul Jalazo, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • March 24, 2003

35. In-service distribution on account of disablity

    By blue, June 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • blue
    • June 24, 2009

36. How to protect your 401k from a looming recession?

    By Stella, March 1, 2019   

    • recession
    • bonds
    • 9 replies
    • 1.2k views
    • 
    • david rigby
    • March 4, 2019

37. Roth deferrals incorrectly put in pre-tax source

    By Dan, August 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • August 19, 2013

38. Catch up AFTER close of 2006 Plan Year?

    By Lori H, February 15, 2007
    • 4 replies
    • 1.2k views
    • 
    • JanetM
    • February 19, 2007

39. 401(k) plan and profit sharing

    By Guest browntrout, December 22, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 23, 2009

40. Loans

    By Archimage, July 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • ccassetty
    • July 10, 2003

41. 401k and 403b from same sponsor

    By Guest ABCI, October 30, 2006
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 30, 2006

42. Rule of Parity

    By R. Butler, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • February 3, 2011

43. Cross Tested, 3% SH, and Top Heavy, Gateway Comp

    By Mr Bagwell, November 5, 2019   

    • cross tested
    • top heavy
    • (and 1 more)

      Tagged with:

      • cross tested
      • top heavy
      • 3%shnec
    • 3 replies
    • 1.2k views
    • 
    • Doc Ument
    • November 6, 2019

44. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2007

45. Successor Plan Question

    By Guest B'Etor, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • May 13, 2004

46. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes, September 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • alanm
    • September 7, 2004

47. Rehire entry

    By Guest JPIngold, November 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2010

48. Catchup reclass

    By Guest Jeff Weber, March 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2008

49. Eligible Compensation

    By Nassau, August 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • August 7, 2012

50. vesting on individual account statements

    By Guest Margaret25, October 30, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2007