401(k) Plans

19,334 topics in this forum

1. investment selection

   By Guest cabenefits, July 9, 2003
   • 1 reply
   • 1.1k views
   • 
   • g8r
   • July 10, 2003

2. Fees charged to participants

   By CJS07, October 23, 2008
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • October 23, 2008

3. Paying Withholding....

   By K-t-F, May 25, 2004
   • 2 replies
   • 1.1k views
   • 
   • K-t-F
   • May 25, 2004

4. Inservice Distributions

   By MBCarey, June 20, 2003
   • 2 replies
   • 1.1k views
   • 
   • g8r
   • June 20, 2003

5. 415 compensation definition under the final regs.

   By blue, October 19, 2007
   • 0 replies
   • 1.1k views
   • 
   • blue
   • October 19, 2007

6. Effective Date of Top Heavy Provisions for EGTRRA

   By Guest bgiles, June 29, 2003
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • June 30, 2003

7. EPCRS

   By Christopher Wilson, September 8, 2021
   • 3 replies
   • 1.1k views
   • 
   • Christopher Wilson
   • September 9, 2021

8. QDIA default investment

   By k man, July 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • July 30, 2009

9. Beneficiary - Participant deceased and divorced

   By jmartin, January 10, 2017
   • 7 replies
   • 1.1k views
   • 
   • Peter Gulia
   • January 10, 2017

10. Puerto Rican employees in US 401k

    By k man, October 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • k man
    • October 7, 2013

11. Is A Training Period Included for Eligibility and Vesting Purposes?

    By rocknrolls2, April 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • April 2, 2007

12. Control Group and Testing

    By Nic Pospiech, August 30, 2018
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 8, 2018

13. QDIA Fees within 90 day of first investment

    By blue, November 8, 2007
    • 0 replies
    • 1.1k views
    • 
    • blue
    • November 8, 2007

14. ACP/Top Heavy Adjustments

    By pbarrett, April 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • April 7, 2003

15. Inadvertant CODA

    By Alf, September 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Alf
    • September 18, 2003

16. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • February 27, 2004

17. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant, August 25, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 25, 2023

18. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

19. 2025 super catchup

    By Tom, November 4, 2024
    • 7 replies
    • 1.1k views
    • 
    • MoJo
    • November 6, 2024

20. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • EGB
    • June 11, 2003

21. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 28, 2003

22. Safe Harbor Plans and minimum age

    By Guest TLCPension, March 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 13, 2003

23. Catch up contribution review

    By Guest DCquestioner, August 7, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 7, 2008

24. RMD

    By Nassau, June 27, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

25. ROTH Deferral... Too Late?

    By Basically, March 1, 2024
    • 11 replies
    • 1.1k views
    • 
    • Basically
    • April 16, 2024

26. SARSEP to 401k

    By cpc0506, February 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 24, 2012

27. Bankruptcy

    By Felicia, September 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 4, 2003

28. Safe Harbor Plans

    By Guest zora, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 27, 2006

29. QACA 2-6 year graded vesting

    By Sarah73, May 15, 2024
    • 4 replies
    • 1.1k views
    • 
    • Tom Veal
    • May 17, 2024

30. New Form 8822-B

    By 30Rock, March 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 14, 2014

31. Coverage Issues for Controlled Group-w/failing ADP

    By justatester, December 4, 2007
    • 0 replies
    • 1.1k views
    • 
    • justatester
    • December 4, 2007

32. 100% tax withholding on deminimus distributions?

    By Guest Cricket1, October 22, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2002

33. Match that increases as participant gets older?

    By jkharvey, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Dan
    • October 5, 2006

34. Changing Matching Contribution Rate

    By Below Ground, June 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 8, 2006

35. Candian Employee

    By Guest jark, March 27, 2014
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28, 2014

36. Relius ASP question

    By Guest stevena1, February 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 11, 2009

37. Successor Plan?

    By wmyer, July 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • July 16, 2004

38. 401(k) Plan investment review

    By Guest ojs000, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2010

39. 401(k) and Sole Proprietorship

    By Below Ground, April 21, 2008
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • April 21, 2008

40. In-Kind Xfers JUST for SDBA

    By austin3515, December 26, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 27, 2013

41. Eligibility related

    By Jakyasar, December 22, 2021
    • 8 replies
    • 1.1k views
    • 
    • Bri
    • December 23, 2021

42. How do I know if my plan invests a part or all of its assets in a master trust agreement?

    By Will Smith, July 29, 2020
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 30, 2020

43. disallowing deferrals on bonus payments

    By Guest Dash02, December 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • December 26, 2008

44. terminated employee

    By Gary, September 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • September 19, 2012

45. 401(k) Plan -- Disabled Participant Issues

    By chris, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • June 16, 2004

46. Service with another employer

    By R. Butler, December 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • December 2, 2010

47. Start a 401k on 12/31/20 for 2020 Year

    By Gadgetfreak, January 5, 2021
    • 7 replies
    • 1.1k views
    • 
    • FORMER ESQ.
    • January 6, 2021

48. Top Heavy

    By Guest jkrad, January 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 11, 2005

49. Roth Taxation

    By austin3515, March 25, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 26, 2009

50. Mistake - Deferral put into IRA

    By Pammie57, December 11, 2017
    • 8 replies
    • 1.1k views
    • 
    • Pammie57
    • December 15, 2017