401(k) Plans

19,275 topics in this forum

1. Question on new 401K Limits

   By Guest chezelle, May 29, 2001
   • 2 replies
   • 1.6k views
   • 
   • stephen
   • May 30, 2001

2. question on prefunding 401(k)

   By AKconsult, June 23, 2011
   • 3 replies
   • 5k views
   • 
   • K2retire
   • June 23, 2011

3. Question on safe harbor plans

   By tron, March 13, 2020
   • 1 reply
   • 860 views
   • 
   • C. B. Zeller
   • March 13, 2020

4. Question on Unfunded Plan

   By Guest JHeller, August 23, 2010
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • August 24, 2010

5. Question on W2 Box 13

   By khn, January 8, 2014
   • 6 replies
   • 2.2k views
   • 
   • Flyboyjohn
   • January 9, 2014

6. Question Posed in other topic and no one answered - involves AFG and other options for HCES rather than participating in plan

   By HarleyBabe, February 2, 2023
   • 1 reply
   • 365 views
   • 
   • Paul I
   • February 8, 2023

7. Question re QSLOB Analysis

   By Cephas, August 15, 2024
   • 3 replies
   • 1.2k views
   • 
   • Paul I
   • August 17, 2024

8. Question Re: One Employer, Two Plans

   By Stash026, May 21, 2020
   • 3 replies
   • 586 views
   • 
   • MWeddell
   • May 27, 2020

9. Question regarding allocation of plan expenses

   By Guest VEBA Las Vegas, February 12, 2004
   • 4 replies
   • 2k views
   • 
   • Guest
   • February 14, 2004

10. Question regarding distribution,

    By Guest termy, May 19, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 21, 2007

11. Question related to Benefits, rights and features

    By jkharvey, November 28, 2004
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • November 29, 2004

12. Question relating to ERISA 404(c) and company stock

    By Guest ERISAGuy, November 12, 2001
    • 12 replies
    • 4.4k views
    • 
    • Jon Chambers
    • November 19, 2001

13. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 12, 2003

14. Questionable interpretation of allocation formula to allow diff percentage based on years of service

    By Guest DIGMYDOG, December 3, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 2003

15. questionable match formula

    By AndyH, June 8, 2001
    • 21 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 12, 2001

16. Questions re: 2000-3

    By KJohnson, January 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 8, 2000

17. Questions re: moving from SEP to solo 401(k)

    By UM1234, April 7, 2015
    • 3 replies
    • 1.7k views
    • 
    • UM1234
    • April 30, 2015

18. Questions when interviewing new Plan Council

    By Guest jgroves, May 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 26, 2000

19. Quick Controlled Group Question

    By metsfan026, January 27, 2022
    • 10 replies
    • 1.4k views
    • 
    • Jakyasar
    • January 29, 2022

20. Quick eligibility for deferral, 1 year for safe harbor match - top heavy issue?

    By Tom, August 8, 2023
    • 6 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • August 9, 2023

21. Quick Eligibility Question

    By Guest carsonv, March 11, 2005
    • 17 replies
    • 3.8k views
    • 
    • GBurns
    • March 17, 2005

22. quick mini-survey on bundled provider

    By truphao, November 11, 2024
    • 6 replies
    • 685 views
    • 
    • Paul I
    • November 15, 2024

23. quick question

    By Guest A_Dude, June 5, 2014
    • 4 replies
    • 975 views
    • 
    • rcline46
    • June 6, 2014

24. Quick, Cheap Way to Find Lost Participants

    By austin3515, August 23, 2011
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

25. Quit and rehired - rules for termination?

    By Guest Michael Anderson, November 21, 2003
    • 3 replies
    • 7.9k views
    • 
    • Alf
    • November 21, 2003

26. Quitting to roll over a 401k

    By Guest mlmarvin, December 9, 2005
    • 15 replies
    • 3.8k views
    • 
    • dmwe
    • December 15, 2005

27. Rabbi Trust

    By fidu, March 28, 2002
    • 8 replies
    • 4k views
    • 
    • fidu
    • April 2, 2002

28. Rabbi Trust and Divorce

    By Guest halka, April 2, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2002

29. Rainmaker Plus

    By Guest Dolores, November 5, 2007
    • 7 replies
    • 2.9k views
    • 
    • Peanut Butter Man
    • November 7, 2007

30. Ransomware / Missed Deferrals

    By TPA Bob, May 6, 2019   

    • ransomware
    • missed deferrals
    • 0 replies
    • 537 views
    • 
    • TPA Bob
    • May 6, 2019

31. RAP - "Adopted or Effective

    By austin3515, January 23, 2011
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • January 23, 2011

32. Rate Group Testing - Mid-Point vs. Actual Coverage %age

    By austin3515, March 3, 2015
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 3, 2015

33. rate of match

    By Earl, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 8, 2011

34. Rate of Match

    By Madison71, February 28, 2018
    • 8 replies
    • 928 views
    • 
    • mphs77
    • February 28, 2018

35. Rate of Match - Benefit, Rights and Features

    By SRM, August 9, 2005
    • 3 replies
    • 2.3k views
    • 
    • SRM
    • August 15, 2005

36. Rate of Match Test fails

    By Earl, November 10, 2015
    • 1 reply
    • 605 views
    • 
    • Tom Poje
    • November 10, 2015

37. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • April 9, 2013

38. Ratio Percentage Test

    By Guest AJM 34, August 13, 2007
    • 4 replies
    • 5.7k views
    • 
    • Tom Poje
    • August 14, 2007

39. Ratio Percentage Test

    By billfgrady, January 20, 2004
    • 4 replies
    • 1.7k views
    • 
    • billfgrady
    • January 21, 2004

40. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

41. Re instatement after Hardship 6 month suspension

    By 52626, August 7, 2014
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 11, 2014

42. RE Purchase

    By K-t-F, October 11, 2006
    • 6 replies
    • 1.7k views
    • 
    • K-t-F
    • October 13, 2006

43. Re-amortizing 401(k) loans is no longer permitted

    By Guest Spock, April 1, 2014   

    • 401(k) loan
    • 3 replies
    • 4.9k views
    • 
    • K2retire
    • April 2, 2014

44. re-characterization of minimum contribution to pass ADP test

    By Guest mdelin, June 17, 2014   

    • QNEC
    • 401k
    • (and 2 more)

      Tagged with:

      • QNEC
      • 401k
      • ADP
      • top heavy
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • June 19, 2014

45. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2001

46. Re-contributing 401k distribution within 60-days

    By MGOAdmin, December 15, 2015   

    • 60 days
    • 4 replies
    • 1.2k views
    • 
    • 401king
    • December 16, 2015

47. Re-deposit excess contributions and make QNEC instead?

    By Guest Pam Mc, April 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2006

48. Re-deposited distrib check--how to get back taxes?

    By BG5150, November 28, 2023
    • 1 reply
    • 763 views
    • 
    • Lou S.
    • November 28, 2023

49. Re-enrollment under the MAE rules when plan becomes a QACA

    By MATRIX, September 17
    • 0 replies
    • 1.1k views
    • 
    • MATRIX
    • September 17

50. Re-entry into new 401(k)

    By Guest amybu99, November 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • E as in ERISA
    • December 2, 2005