401(k) Plans

19,334 topics in this forum

1. SS Integration - Q'ly Statements

   By austin3515, July 5, 2007
   • 29 replies
   • 3.8k views
   • 
   • austin3515
   • July 16, 2007

2. Roth conversions within 401(k)

   By Guest KRS401k, September 15, 2010
   • 28 replies
   • 5.2k views
   • 
   • masteff
   • October 26, 2010

3. Plan Sponsor as Trustee?

   By Guest krijowri, June 15, 2007
   • 28 replies
   • 8.6k views
   • 
   • Steelerfan
   • June 26, 2007

4. economics paper

   By Guest trailerpat, October 14, 2006
   • 28 replies
   • 5.7k views
   • 
   • Kimberly S
   • November 8, 2006

5. Can US employees of a US company who have been transfered to the UK co

   By Guest kstorch, August 10, 2000
   • 28 replies
   • 20.3k views
   • 
   • Guest
   • October 19, 2001

6. Distributions:Tax on true gross, or tax on gross net of fees?

   By ldr, December 19, 2017   

   • distributions
   • taxes
   • (and 2 more)

     Tagged with:

     • distributions
     • taxes
     • gross up
     • fees
   • 28 replies
   • 5.9k views
   • 
   • stephen
   • June 22, 2018

7. Last Day of Quarter provision on match

   By austin3515, December 23, 2014
   • 28 replies
   • 3.1k views
   • 
   • GMK
   • January 2, 2015

8. Mutual Fund Expense Ratio = Indirect Compensation

   By austin3515, March 27, 2012
   • 28 replies
   • 5k views
   • 
   • Tom Poje
   • April 11, 2012

9. QDRO

   By austin3515, February 19, 2015
   • 28 replies
   • 5.2k views
   • 
   • mbozek
   • February 24, 2015

10. Yet Another 404(a)(5) Thread for Recordkeepers

    By Gadgetfreak, August 3, 2012
    • 28 replies
    • 4.9k views
    • 
    • Gadgetfreak
    • August 8, 2012

11. Voluntary Contributions

    By thepensionmaven, April 29, 2019
    • 28 replies
    • 3.4k views
    • 
    • justanotheradmin
    • June 28, 2019

12. Self Employed 401k -Multiple Plans Issue

    By SJones, November 15, 2017
    • 28 replies
    • 4.8k views
    • 
    • Mike Preston
    • September 25, 2018

13. When had a "distribution" of excess contributions occurred?

    By Guest Grumpy455, March 29, 2005
    • 28 replies
    • 4.3k views
    • 
    • Guest
    • April 4, 2005

14. Forfeitures and Safe Harbor Match

    By imchipbrown, November 17, 2014   

    • Forfeiture Safe Harbor Match
    • 28 replies
    • 12.9k views
    • 
    • austin3515
    • November 25, 2014

15. IRS Says Prime is NOT Reasonable

    By austin3515, March 6, 2012
    • 28 replies
    • 10.8k views
    • 
    • ESOP Guy
    • March 12, 2012

16. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.3k views
    • 
    • Luke Bailey
    • June 30, 2020

17. Incentives to invest in Company stock under 401(k) plans?

    By Guest KevinGordon, January 19, 2001
    • 28 replies
    • 4.9k views
    • 
    • Guest
    • January 25, 2001

18. Mapping

    By merciless, January 29, 2015
    • 28 replies
    • 8.5k views
    • 
    • ESOP Guy
    • February 4, 2015

19. Hardship / Casualty Loss

    By austin3515, June 30, 2014
    • 28 replies
    • 7.5k views
    • 
    • austin3515
    • September 21, 2015

20. Investment direction as an allocation condition

    By Peter Gulia, November 8, 2019
    • 27 replies
    • 2k views
    • 
    • RatherBeGolfing
    • November 15, 2019

21. Catch ups Without Regular Deferrals

    By lkpittman, April 29, 2002
    • 27 replies
    • 5.5k views
    • 
    • pjkoehler
    • May 10, 2002

22. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 3.9k views
    • 
    • cdavis25
    • April 14, 2014

23. Statutory exclusion question.

    By MR, January 24, 2001
    • 27 replies
    • 12.1k views
    • 
    • buckaroo
    • January 31, 2012

24. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 8.6k views
    • 
    • 401(k)athryn
    • April 6, 2018

25. Oh my Lord can someone please call Congress and tell them to stop???

    By austin3515, January 4, 2024
    • 27 replies
    • 3.7k views
    • 
    • DPSRich
    • January 6, 2024

26. 2 separate plans - one for union one for regular - asset account question

    By HarleyBabe, December 3, 2015
    • 27 replies
    • 3.4k views
    • 
    • HarleyBabe
    • December 15, 2015

27. Hiring temp employees

    By austin3515, April 2, 2008
    • 27 replies
    • 5.5k views
    • 
    • Guest
    • April 5, 2008

28. Pension Administrator or Benefits Administrator Salary

    By Guest Sara H, January 9, 2002
    • 27 replies
    • 6.6k views
    • 
    • Guest
    • December 26, 2002

29. Top-Heavy Innoculation Exclusion

    By austin3515, March 27, 2024
    • 27 replies
    • 2.6k views
    • 
    • austin3515
    • April 1, 2024

30. DOL Calculator Issue

    By austin3515, March 20, 2018
    • 26 replies
    • 4.1k views
    • 
    • RPP2001
    • April 25, 2018

31. Correcting deferral contributions made by ineligible employee

    By Lou81, January 6, 2021   

    • ineligible participant
    • deferrals
    • 26 replies
    • 9.8k views
    • 
    • BG5150
    • September 13, 2021

32. Tip income

    By austin3515, April 13, 2021
    • 26 replies
    • 7.6k views
    • 
    • Peter Gulia
    • April 20, 2021

33. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 2.4k views
    • 
    • BG5150
    • February 20, 2019

34. hardship for purpose of primary residence?

    By MR, March 19, 2003
    • 26 replies
    • 13k views
    • 
    • 2muchstress
    • March 26, 2003

35. Legal Options for Denied Benefits Case

    By Guest slufoot2000, July 20, 2004
    • 26 replies
    • 4.3k views
    • 
    • Guest
    • August 4, 2004

36. Fidelity Investments and Duplicate or "Bad" SSNs

    By Christine Roberts, April 8, 2015
    • 26 replies
    • 15.2k views
    • 
    • MoJo
    • August 14, 2017

37. General question

    By KEB, May 23, 2018
    • 26 replies
    • 1.8k views
    • 
    • Bill Presson
    • May 29, 2018

38. Missing Participants and Patriot Act

    By J. Bringhurst, September 27, 2004
    • 26 replies
    • 4.6k views
    • 
    • Belgarath
    • October 7, 2004

39. Don't buy low - You'll lose out? - Newbie

    By Guest jbo, June 29, 2005
    • 26 replies
    • 3.6k views
    • 
    • doombuggy
    • July 8, 2005

40. 401(k) Loan Calculation

    By Guest Mannix, August 24, 2010
    • 26 replies
    • 5.5k views
    • 
    • BG5150
    • January 2, 2018

41. Annual Percentage Rate (APR) in Cross Testing

    By Alex Daisy, December 29, 2007
    • 26 replies
    • 8.1k views
    • 
    • Mike Preston
    • January 15, 2008

42. 3(16) Providers Revisited

    By TPAJake, April 17, 2017
    • 26 replies
    • 3.2k views
    • 
    • Bill Presson
    • April 21, 2017

43. Changing beneficiary upon legal separation

    By Guest nsacramento, August 27, 2005
    • 26 replies
    • 27.3k views
    • 
    • MoJo
    • September 13, 2017

44. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 14.2k views
    • 
    • jpod
    • June 29, 2017

45. Distribution pay back to reinstate forfeitures

    By ccassetty, January 8, 2003
    • 26 replies
    • 6.3k views
    • 
    • Mike Preston
    • January 14, 2003

46. Long-Term PArt-Time Employees

    By austin3515, May 22, 2023
    • 26 replies
    • 3.5k views
    • 
    • Paul I
    • May 25, 2023

47. Compliance Testing

    By Guest AlanB, June 6, 2006
    • 26 replies
    • 4.8k views
    • 
    • Mike Preston
    • June 13, 2006

48. Discontinue safe harbor 3%

    By rlb64, December 16, 2008
    • 25 replies
    • 6.5k views
    • 
    • Kevin C
    • December 29, 2008

49. UNIK ower dies. Can we make a post death profit sharing contribution?

    By Pixie, December 11, 2018
    • 25 replies
    • 3.2k views
    • 
    • Appleby
    • December 23, 2018

50. Professionally managed alternative for participants

    By Guest tschenk, December 31, 2001
    • 25 replies
    • 4.1k views
    • 
    • k man
    • March 9, 2004