401(k) Plans

19,320 topics in this forum

1. leased employees

   By dseals, February 10, 2014   

   • funding requirements
   • 0 replies
   • 1.1k views
   • 
   • dseals
   • February 10, 2014

2. Restart Discretionary Match

   By Guest moltengator, June 7, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 7, 2004

3. Cure period waiver

   By Guest tmills, August 17, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 17, 2011

4. Safe Harbor Notice?

   By Dougsbpc, October 24, 2007
   • 1 reply
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • October 24, 2007

5. Employer Tax ID for 401(k)

   By Guest bouncingsoul, May 22, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • May 22, 2006

6. IRA rollovers into 401k plan

   By Guest Brenda Schachle, July 2, 2003
   • 1 reply
   • 1.1k views
   • 
   • g8r
   • July 3, 2003

7. Loan Default / IRA Rollover Contribution

   By austin3515, January 19, 2012
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • January 19, 2012

8. Notices sent to non-eligible employees

   By nicole_m, June 30, 2015
   • 3 replies
   • 1.1k views
   • 
   • GMK
   • June 30, 2015

9. Proposed 415 Regulations

   By Randy Watson, October 9, 2006
   • 0 replies
   • 1.1k views
   • 
   • Randy Watson
   • October 9, 2006

10. Safe Harbor Match

    By FJR, November 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tinman
    • November 5, 2004

11. Safe Harbor Notice

    By Lynn Campbell, June 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • June 21, 2003

12. HCE Determination

    By Guest tjt169, April 2, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • April 2, 2013

13. Revenue Sharing / RIA / Co-Fiduciary

    By austin3515, May 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • JRN
    • May 29, 2014

14. Eligible Compensation

    By Nassau, January 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 11, 2012

15. VCP - participant culpability?

    By 401(j), July 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • jpod
    • July 2, 2013

16. Bankruptcy

    By DTH, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 9, 2003

17. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay, June 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2010

18. Cap on HCE for Profit sharing? and New vesting Rules?

    By Guest Michael Anderson, February 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2004

19. Controlled Group Quirk

    By Below Ground, September 29, 2016   

    • Not for Profit Firm
    • 7 replies
    • 1.1k views
    • 
    • Below Ground
    • October 7, 2016

20. Deferrals stopped ... new owners - new payroll service

    By K-t-F, October 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2019

21. Money Purchase to Profit Sharing (k)

    By PMC, March 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • March 7, 2006

22. 410b coverage testing when plan is amended

    By AKconsult, September 28, 2012
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • September 28, 2012

23. Basic Eligibility Question

    By Guest caddieadmin, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 26, 2007

24. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • May 3, 2016

25. Filing for Determination Letter

    By Guest Thornton, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 1, 2007

26. Authority on spinoff company's responsibility for parent company's plan qualification violations

    By Guest Oscar2, June 3, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 3, 2005

27. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 27, 2004

28. 2025 super catchup

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

29. SHNE suspend and then reinstate in same plan year

    By DJL, August 13, 2020
    • 3 replies
    • 1.1k views
    • 
    • DJL
    • August 27, 2020

30. Beginner Question regarding which fund to choose and why it's important?

    By AlohaGuy, August 16, 2020   

    • 401k
    • funds
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • September 3, 2020

31. Going Union, what to do with the existing 401K

    By Guest jblanscett, November 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 19, 2004

32. Returning ADP refunds to opt for a QNEC

    By fiona1, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • March 14, 2007

33. hardship post-6 month wait

    By Tom, October 11, 2017
    • 3 replies
    • 1.1k views
    • 
    • RTK
    • October 17, 2017

34. Auto Enrollment

    By Guest perplexedbypensions, November 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 2, 2006

35. 401(k) Match Options

    By oriecat, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 14, 2011

36. In a SH new comparability plan, can the PS allocation include the 3% Nonelective?

    By kwalified, December 7, 2012
    • 6 replies
    • 1.1k views
    • 
    • kwalified
    • December 7, 2012

37. Military Pay question...

    By fiona1, April 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • April 8, 2005

38. 401(k)

    By Guest rfemmons, April 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 30, 2003

39. Form w-2

    By Guest Benmark, September 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lori Friedman
    • September 9, 2004

40. 404a5 Notice - Fee Infor

    By 52626, November 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • 401_noob
    • November 26, 2013

41. SIMPLE and Traditional 401(k) contributions

    By Guest Keith371, February 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 3, 2003

42. Roth 401(k) Contributions

    By Guest TaxedToDeath, July 19, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 20, 2011

43. Adding "11th Hour" 401(k) Arrangement

    By SMB, November 1, 2011
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • November 8, 2011

44. No beneficiary

    By Guest Hgreer, January 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • January 30, 2013

45. 1099R's in NYS

    By Guest MrT, March 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 10, 2005

46. Loan Refinancing

    By austin3515, November 2, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 2, 2010

47. 10% penalty for early distribution

    By Guest mrjones, January 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • January 28, 2007

48. PPA provision

    By Nassau, October 3, 2008
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • October 3, 2008

49. highest allocation rate for key employee

    By Guest Suanne, September 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 21, 2004

50. what 'value' to you use when you have an annuity contract

    By cpc0506, August 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 2, 2013