401(k) Plans

19,320 topics in this forum

1. Hospital based physicians/affiliated service group

   By Guest mcw, November 4, 2003
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • November 5, 2003

2. 401k corrections

   By Guest lindamichals, August 21, 2008
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • August 21, 2008

3. In-Plan Roth Conversions

   By John Feldt ERPA CPC QPA, November 19, 2010
   • 5 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • November 19, 2010

4. Mandatory Roth catch-up

   By Ian, January 19, 2025
   • 2 replies
   • 1.2k views
   • 
   • Ian
   • January 20, 2025

5. Interesting Match Formula

   By justatester, July 10, 2024
   • 5 replies
   • 1.2k views
   • 
   • justatester
   • July 12, 2024

6. Forfeiture Account for Terminated Plan

   By metsfan026, December 21, 2022
   • 5 replies
   • 1.2k views
   • 
   • Luke Bailey
   • January 3, 2023

7. top heavy on sarsep rollovers

   By MJ Hartman, December 13, 2002
   • 0 replies
   • 1.2k views
   • 
   • MJ Hartman
   • December 13, 2002

8. Hardship Limitations

   By PainPA, September 27, 2012
   • 3 replies
   • 1.2k views
   • 
   • PainPA
   • September 28, 2012

9. HCEs opt out of Sfe Harbor Match?

   By Guest jhilliard, September 9, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 9, 2003

10. Eligibility change - 30 day waiting period?

    By Jakyasar, April 3, 2022
    • 6 replies
    • 1.2k views
    • 
    • Jakyasar
    • April 5, 2022

11. Can you do hardship for home in construction phase?

    By Guest SWH, September 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • September 30, 2008

12. BRF on Match Formula

    By austin3515, January 27, 2017
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • January 30, 2017

13. Payment to a Guardian

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 1, 2005

14. Qualified dividends from employer stock

    By Guest swwalden1, February 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 24, 2004

15. vanilla 401(k) and each person in their own class

    By Jim Chad, May 14, 2008
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 15, 2008

16. Does W-2 Safe Harbor Definition of Compensation Include Amounts Reported on Form 1042-S?

    By mdm09, January 8, 2011
    • 0 replies
    • 1.2k views
    • 
    • mdm09
    • January 8, 2011

17. Multiple Employer Plan ? ?

    By Guest naveen, December 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • December 1, 2008

18. MRD Amendments

    By Guest koolkid, November 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 20, 2002

19. Deduction Limit & Floor/offset arrangements

    By Guest Ddalk, November 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2003

20. Refund of Excess Contributions

    By Guest Sara H, March 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • March 16, 2004

21. SEP participant excluded from 401k

    By ombskid, May 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 5, 2008

22. Safe Harbor Plans

    By Guest andmik, July 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • July 3, 2009

23. Adding an Employer to a 401k Plan

    By CLE401kGuy, March 19, 2014
    • 7 replies
    • 1.2k views
    • 
    • MWeddell
    • March 20, 2014

24. IRS Letter for Late Filing

    By KevinMc, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

25. Vest a source that wasn't allowed? Updating vesting

    By 401king, September 16, 2013
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 17, 2013

26. RMD

    By Guest Jappybaby, May 27, 2011
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 31, 2011

27. 401k and match taken from last check in new year

    By Guest lindamichals, March 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 13, 2004

28. 401(k) Plan Loans -- Exclude ER securities

    By Guest justbe, November 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • November 1, 2004

29. Participation of Union-Member/Owner

    By drakecohen, December 9, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 9, 2013

30. 2004 Annual Addition

    By Lame Duck, January 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2004

31. Voluntary Correction Program - Missed Safe Harbor Contribtions

    By Alex Daisy, February 11, 2015
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 11, 2015

32. RMD Scenario and Process Question

    By Guest mmaggs, June 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • June 19, 2013

33. bonus paid post-asset sale

    By AlbanyConsultant, January 16, 2024
    • 7 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • January 17, 2024

34. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 24, 2020

35. Distribution Fee Exceeding Participant Acct. Balance

    By Guest Thomas2006, October 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 25, 2007

36. Participant deferred from severance--what kind of refund

    By BG5150, March 14, 2019
    • 9 replies
    • 1.2k views
    • 
    • JamesK
    • March 15, 2019

37. Withdrawal of Safe Harbor Notice

    By Dougsbpc, May 19, 2005
    • 2 replies
    • 1.2k views
    • 
    • Dougsbpc
    • May 19, 2005

38. 1/1/2010 5500 Count

    By BeanCounterBlues, November 24, 2009
    • 6 replies
    • 1.2k views
    • 
    • BeanCounterBlues
    • November 25, 2009

39. LTPT and safe harbor plans

    By Belgarath, February 8, 2024
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • February 8, 2024

40. Individual allocation groups

    By emmetttrudy, February 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 25, 2010

41. 401(k) Loan Rate

    By Guest hodag, August 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 14, 2006

42. non calendar year adp test/catch up

    By Guest LoloV, November 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 24, 2004

43. 401(k) Plan Document - Timing of Signing

    By Inquiring Mind, February 27, 2025
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1, 2025

44. Faster Vesting for Returning Employees

    By Guest Noidy, January 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • January 14, 2003

45. QACA Match

    By S- Milwaukee, April 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • April 28, 2016

46. Drafting Error - Safe Harbor 401(k)

    By benfranklin, September 28, 2015   

    • Safe Harbor
    • Drafting Error
    • 1 reply
    • 1.2k views
    • 
    • Earl
    • September 29, 2015

47. ACP Failures / SCP

    By austin3515, December 23, 2014
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • December 23, 2014

48. Top Heavy plan but everyone is highly compensated

    By Guest smhjr, December 24, 2004
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • December 24, 2004

49. Qualification question

    By fiona1, August 30, 2010
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • April 13, 2011

50. 401(k) Plan

    By Guest marklouis, August 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • August 14, 2003