401(k) Plans

19,320 topics in this forum

1. ADP testing & excluding employees - can one exclude

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

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

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

3. 401(k) Max

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

4. Roth K Roll-ins

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

5. Match contributions for half year

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

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

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

7. gap period income

   By Guest JTK, September 23, 2009
   • 1 reply
   • 1.2k views
   • 
   • fiona1
   • September 30, 2009

8. Roth 401k Withdrawal

   By karl, April 24, 2014
   • 4 replies
   • 1.2k views
   • 
   • QDROphile
   • April 24, 2014

9. 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

10. deferrals and catch-up

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

11. 3(16)

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

12. Excluding 1099 Employees

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

13. Can you exclude employees under Title V?

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

14. Management Group

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

15. Plan Never Fully Closed even though terminated

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

16. Contribution Deadline

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

17. Form 5500-SF and Schedule A & D

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

18. Blackout required

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

19. disaggregation question

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

20. C1 Exam Study Group

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

21. compensation used

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

22. 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

23. Automatic Rollover for new plans

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

24. MPP vs 403(b)

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

25. top heavy 401k

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

26. SIMPLE IRA

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

27. 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

28. Safe Harbor Method Change

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

29. 410(b) Issue for 401(k) Plan

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

30. excess matching contributions

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

31. 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

32. Roth deferrals incorrectly put in pre-tax source

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

33. REFUNDS FOR ADP FAILURE

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

34. 401(k) plan and profit sharing

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

35. Loans

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

36. 401k and 403b from same sponsor

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

37. Rule of Parity

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

38. 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

39. Successor Plan Question

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

40. Pros & Cons on Default Investments in 401k

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

41. Is distribution without a distributable event a PT?

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

42. controlled group of corporations

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

43. In-service distribution on account of disablity

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

44. Catch up AFTER close of 2006 Plan Year?

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

45. vesting on individual account statements

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

46. Successor Plan

    By Guest MichaelO, July 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2004

47. Compensation cap for match--payroll basis?

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

48. PPA/PBGC for Termed DC Plans

    By austin3515, September 14, 2006
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • September 15, 2006

49. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

50. Has a SIMPLE and wants a 401(k)

    By Jim Chad, July 26, 2013
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 29, 2013