401(k) Plans

19,275 topics in this forum

1. Post-Severance Compensation

   By Guest shaul, December 7, 2011
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 7, 2011

2. Automatic enrollment and immediate elgibility

   By alexa, May 2, 2009
   • 3 replies
   • 1k views
   • 
   • PensionPro
   • May 3, 2009

3. Retirement Plan audits for new plans

   By Guest willow, February 10, 2005
   • 1 reply
   • 1k views
   • 
   • E as in ERISA
   • February 10, 2005

4. Annual addition help

   By SteveH, August 4, 2006
   • 1 reply
   • 1k views
   • 
   • Belgarath
   • August 4, 2006

5. Partial Plan Termination

   By Guest imthatguy, September 9, 2010
   • 1 reply
   • 1k views
   • 
   • J Simmons
   • September 9, 2010

6. Employer Stock Communication Requirements

   By Guest PAL100759, March 8, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 8, 2004

7. Coverage Test/Waiver of Participation

   By MattHSC, March 15, 2023
   • 4 replies
   • 1k views
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   • Bill Presson
   • March 16, 2023

8. For disclosures, do Individual annuities = brokerage accounts?

   By Jim Chad, April 19, 2012
   • 2 replies
   • 1k views
   • 
   • Bird
   • April 19, 2012

9. Ineligible employee deferred

   By cdavis25, April 26, 2012
   • 1 reply
   • 1k views
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   • K2retire
   • April 26, 2012

10. Hardship withdrawal

    By Guest Ed Walker, April 7, 2003
    • 1 reply
    • 1k views
    • 
    • maverick
    • April 7, 2003

11. Reimbursement for errant contribution

    By SRP, December 4, 2008
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • December 4, 2008

12. EACA

    By Alex Daisy, November 3, 2014
    • 2 replies
    • 1k views
    • 
    • Alex Daisy
    • November 7, 2014

13. Safe Harbor 401(k) and After Tax $

    By Guest hyper, November 16, 2004
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 16, 2004

14. Correcting Failed Compensation Test in Safe Harbor 401(k) Plan

    By PensionPro, November 16, 2018   

    • 414(s)
    • 2 replies
    • 1k views
    • 
    • PensionPro
    • November 17, 2018

15. Beneficiary

    By Guest JDK, January 7, 2008
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • January 8, 2008

16. average benefits test and other plans

    By Guest Pension Girl, February 21, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 22, 2010

17. top heavy - in-service distributions

    By Scuba 401, May 13, 2014
    • 2 replies
    • 1k views
    • 
    • austin3515
    • May 17, 2014

18. Safe Harbor Correction

    By FT Retire, March 15, 2023
    • 8 replies
    • 1k views
    • 
    • bito'money
    • March 15, 2023

19. Auto Enrollment & Military Leave

    By Guest igglesfan, December 14, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 14, 2007

20. less than 1000 hour employee

    By mjf06241972, April 5, 2019
    • 6 replies
    • 1k views
    • 
    • Lou S.
    • April 5, 2019

21. 401(k) plans and long term care

    By davef, August 20, 2007
    • 0 replies
    • 1k views
    • 
    • davef
    • August 20, 2007

22. New 2010 EZ is Oiut

    By austin3515, June 14, 2011
    • 3 replies
    • 1k views
    • 
    • Bird
    • June 15, 2011

23. Plan Termination

    By Alex Daisy, July 31, 2009
    • 0 replies
    • 1k views
    • 
    • Alex Daisy
    • July 31, 2009

24. 401(k) and church plan

    By Guest susa, April 15, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 15, 2003

25. Missing payroll records for 9 years

    By 30Rock, April 27, 2018
    • 6 replies
    • 1k views
    • 
    • 30Rock
    • May 1, 2018

26. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • August 4, 2009

27. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

28. Loans against insurance policy in 401k plan

    By jkharvey, September 12, 2013
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • September 12, 2013

29. Suspension of 401k loan repayments

    By DDB BN, April 3, 2020
    • 4 replies
    • 1k views
    • 
    • DDB BN
    • April 3, 2020

30. Is TH minimum triggered if partner ends year with no comp

    By jkharvey, April 9, 2015
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • April 23, 2015

31. Withdrawals from 401k beneficiary account

    By Guest Kemily, May 7, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • May 7, 2004

32. Employer Or Employee Paid Medical Benefits?

    By austin3515, February 13, 2015
    • 4 replies
    • 1k views
    • 
    • QDROphile
    • February 13, 2015

33. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • July 30, 2012

34. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1k views
    • 
    • Bill Presson
    • April 16, 2015

35. Fees and benefits of having an outside advisor on a 401Kplan

    By Guest Vickey, May 4, 2010
    • 4 replies
    • 1k views
    • 
    • david rigby
    • May 5, 2010

36. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane, October 2, 2019
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • October 2, 2019

37. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • July 14, 2016

38. Discrimination in payment of plan investment fees?

    By Guest blaum8, January 3, 2003
    • 1 reply
    • 1k views
    • 
    • mbozek
    • January 3, 2003

39. 414(s) Test

    By TJ, June 13
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 16

40. Company Stock Diversification

    By Guest Kristen B, April 3, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2007

41. Aggregation

    By Guest elang, September 26, 2012
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • September 28, 2012

42. Delinquent 5500s-use current forms ?

    By JAY21, July 11, 2005
    • 2 replies
    • 1k views
    • 
    • JAY21
    • July 11, 2005

43. Employer changing pay roll company and 401K plan company

    By Kevin T, February 3
    • 3 replies
    • 1k views
    • 
    • C. B. Zeller
    • February 25

44. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 19, 2004

45. Two plans 401 k and SEP

    By caryn22359, December 6, 2013
    • 3 replies
    • 1k views
    • 
    • masteff
    • December 10, 2013

46. Plan restatement

    By Gary, April 22, 2010
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2010

47. ER Match with Last Day feature

    By Alex Daisy, February 15, 2008
    • 1 reply
    • 1k views
    • 
    • Below Ground
    • February 15, 2008

48. Successor Plans

    By Zimkap, December 8, 2021
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • December 10, 2021

49. debit card?

    By Guest LKP, June 28, 2011
    • 3 replies
    • 1k views
    • 
    • GMK
    • June 28, 2011

50. Gateway and Rounding

    By justatester, April 13, 2015
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 13, 2015