401(k) Plans

19,275 topics in this forum

1. Employer Funding Requirements

   By Nassau, October 19, 2010
   • 1 reply
   • 1k views
   • 
   • david rigby
   • October 19, 2010

2. Forfeitures

   By Guest PGH.ERISA, June 20, 2008
   • 1 reply
   • 1k views
   • 
   • Kimberly S
   • June 20, 2008

3. Stopping Match on Catch-Up Contributions

   By khn, April 17, 2015
   • 2 replies
   • 1k views
   • 
   • austin3515
   • April 19, 2015

4. PLAN TERMINATION WITH LIFE INSURANCE

   By Riley Britton, February 2, 2021
   • 10 replies
   • 1k views
   • 
   • Bird
   • February 3, 2021

5. 401(k) and ESOP

   By AJ North, May 29, 2013
   • 2 replies
   • 1k views
   • 
   • AJ North
   • May 30, 2013

6. 2005 401k reimbursed to employee that was not eligible

   By Guest akv, November 20, 2006
   • 0 replies
   • 1k views
   • 
   • Guest
   • November 20, 2006

7. Commercial Real Estate question

   By SteveH, May 31, 2013
   • 1 reply
   • 1k views
   • 
   • QDROphile
   • May 31, 2013

8. Safe Harbor--Nonelective contributions

   By Felicia, December 18, 2003
   • 1 reply
   • 1k views
   • 
   • pmacduff
   • December 18, 2003

9. Matching contributions

   By Guest jim williams, April 17, 2003
   • 3 replies
   • 1k views
   • 
   • Guest
   • April 18, 2003

10. Prohibited Transaction Exemption for Nonmarketable Obligations Issued by Employer Affiliate?

    By ERISAatty, January 7, 2011
    • 0 replies
    • 1k views
    • 
    • ERISAatty
    • January 7, 2011

11. withholding on distributions to charities

    By Guest riss@7477, June 29, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • June 29, 2010

12. automatic enrollment & immediate eligibility

    By AlbanyConsultant, September 6, 2024
    • 4 replies
    • 1k views
    • 
    • Peter Gulia
    • September 6, 2024

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

    By AlohaGuy, August 16, 2020   

    • 401k
    • funds
    • 4 replies
    • 1k views
    • 
    • MWeddell
    • September 3, 2020

14. Roth Distribution

    By Guest jetfaninmn, April 3, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • April 4, 2007

15. Controlled Group Question

    By Becky Schwing, December 15, 2020
    • 2 replies
    • 1k views
    • 
    • FORMER ESQ.
    • December 15, 2020

16. Open Enrollment and New Match

    By Guest Lawrenceg, April 4, 2007
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • April 4, 2007

17. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • FundeK
    • July 12, 2004

18. Corrective Distributions

    By Guest Michael S. Ouellette, May 12, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 12, 2003

19. Lawsuit Settlement Proceeds

    By Molgilny89, November 21, 2022
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • November 21, 2022

20. Missed 401k Correction

    By CLE401kGuy, December 18, 2013
    • 4 replies
    • 1k views
    • 
    • GMK
    • December 19, 2013

21. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1k views
    • 
    • Tetsuro
    • June 2, 2004

22. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1k views
    • 
    • mphs77
    • May 27, 2014

23. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1k views
    • 
    • JanetM
    • February 27, 2007

24. RMD amendments

    By PensionNewbee, February 26, 2004
    • 2 replies
    • 1k views
    • 
    • PensionNewbee
    • February 27, 2004

25. ADP Test Compensation

    By Buckoosier, April 13, 2015
    • 3 replies
    • 1k views
    • 
    • Buckoosier
    • April 14, 2015

26. Late Fee Disclosure for Fee Reduction

    By khn, July 21, 2014
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • July 21, 2014

27. Plan Amendment Question

    By Madison71, February 11, 2010
    • 2 replies
    • 1k views
    • 
    • Madison71
    • February 11, 2010

28. 401k or PS - any PR Tax Difference?

    By austin3515, April 15, 2011
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • April 15, 2011

29. Discrimination?

    By Guest Cookiemonster, December 16, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2003

30. RMD with no previous year balance

    By ratherbereading, September 20, 2023   

    • rmd
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • September 20, 2023

31. ASPPA DC-3 TEXT BOOK WANTED

    By Guest WILDPIG, August 5, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 6, 2010

32. ADP Test - Owner dies

    By pensionnube, November 20, 2014   

    • ADP test off plan year
    • 2 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • November 21, 2014

33. Gateway Contributions

    By ratherbereading, May 8, 2020
    • 5 replies
    • 1k views
    • 
    • ratherbereading
    • May 11, 2020

34. Solo 401k RMD

    By rtheis, December 4, 2024   

    • solo 401k
    • 9 replies
    • 1k views
    • 
    • FPGuy
    • December 6, 2024

35. Employer match stated in the Plan

    By Guest Nini, September 10, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • September 11, 2007

36. Company Match

    By Guest koolkidd, June 19, 2003
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • June 19, 2003

37. EPCRS and Matching Contributions

    By Guest ccl, January 20, 2009
    • 1 reply
    • 1k views
    • 
    • jpod
    • January 20, 2009

38. Corrective amendments

    By Guest JPIngold, July 27, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 27, 2010

39. Termination of Safe Harbor 401(k)

    By chris, September 21, 2006
    • 0 replies
    • 1k views
    • 
    • chris
    • September 21, 2006

40. former safe harbor, now trad. 401(k)

    By Lori H, January 7, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • January 7, 2004

41. ADP failure refunds

    By Guest sritts, March 3, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 3, 2004

42. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1k views
    • 
    • BG5150
    • July 9, 2019

43. Missed match deposit

    By Chippy, July 18, 2013
    • 7 replies
    • 1k views
    • 
    • Chippy
    • July 18, 2013

44. recovery of "re-pricing" investment losses - how to allocate?

    By t.haley, July 3, 2014
    • 1 reply
    • 1k views
    • 
    • chc93
    • July 4, 2014

45. Distribution Fee Question

    By Guest Solbesado, April 1, 2011
    • 2 replies
    • 1k views
    • 
    • GMK
    • April 1, 2011

46. adp test with llc owner with negative k-1

    By MR, October 7, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2003

47. excess match for one NHCE

    By M Norton, September 25, 2019
    • 12 replies
    • 1k views
    • 
    • Larry Starr
    • September 27, 2019

48. Eligibility for a 401k Plan for " employees" that have W-7#

    By Pammie57, August 25, 2021
    • 3 replies
    • 1k views
    • 
    • ESOP Guy
    • August 27, 2021

49. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • June 7, 2009

50. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1k views
    • 
    • Archimage
    • June 21, 2007