401(k) Plans

19,319 topics in this forum

1. 401k withholding on a 409A distribution

   By Guest ghal, September 13, 2012
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 13, 2012

2. Reimbursement for errant contribution

   By SRP, December 4, 2008
   • 1 reply
   • 1.1k views
   • 
   • Peter Gulia
   • December 4, 2008

3. ineligible employee deferring

   By Guest quinn the car fixer, November 15, 2004
   • 2 replies
   • 1.1k views
   • 
   • Archimage
   • November 15, 2004

4. Profit Sharing Declared bu Not Funded

   By austin3515, December 14, 2015
   • 8 replies
   • 1.1k views
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   • austin3515
   • December 15, 2015

5. Beneficiary

   By Guest JDK, January 7, 2008
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • January 8, 2008

6. Partner in the testing?

   By Earl, July 13, 2019
   • 3 replies
   • 1.1k views
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   • Earl
   • July 16, 2019

7. Crazy Match for those over 50

   By justatester, April 12, 2012
   • 4 replies
   • 1.1k views
   • 
   • justatester
   • April 13, 2012

8. QSLOBS

   By Guest JeffRed, November 2, 2010
   • 1 reply
   • 1.1k views
   • 
   • rcline46
   • November 2, 2010

9. top heavy - in-service distributions

   By Scuba 401, May 13, 2014
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • May 17, 2014

10. small plan deferrals deposited in a timely manner but unable to allocate due to payroll breakdowns not being submitted

    By Rayofsunshine, November 10, 2022
    • 4 replies
    • 1.1k views
    • 
    • Roycal
    • November 14, 2022

11. Vesting question - elapsed time

    By Tom, October 17, 2024
    • 4 replies
    • 1.1k views
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    • Tom
    • October 18, 2024

12. Employer Match

    By khn, April 16, 2024
    • 3 replies
    • 1.1k views
    • 
    • justanotheradmin
    • April 17, 2024

13. Terminating a Non-Elective 401(k) Safe Harbor - Limitation on Successor Plan?

    By ERISA1, May 7, 2004
    • 0 replies
    • 1.1k views
    • 
    • ERISA1
    • May 7, 2004

14. Forfeitures

    By Guest PGH.ERISA, June 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 20, 2008

15. EACA

    By Alex Daisy, November 3, 2014
    • 2 replies
    • 1.1k views
    • 
    • Alex Daisy
    • November 7, 2014

16. Supplemental Pay for Military Reservists under the new 415 Regulations

    By Guest ToddieBear, June 6, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 6, 2005

17. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • July 14, 2016

18. Aggregation

    By Guest elang, September 26, 2012
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • September 28, 2012

19. average benefits test and other plans

    By Guest Pension Girl, February 21, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 22, 2010

20. ER Match with Last Day feature

    By Alex Daisy, February 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • February 15, 2008

21. 401K union plan paying expenses.

    By Guest jhilliard, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • January 19, 2004

22. Auto Enrollment & Military Leave

    By Guest igglesfan, December 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2007

23. Limiting participation in Individually Directed Accounts within a 401(k)

    By Guest GoldenBear03, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • February 27, 2007

24. ADP Test Compensation

    By Buckoosier, April 13, 2015
    • 3 replies
    • 1.1k views
    • 
    • Buckoosier
    • April 14, 2015

25. Stopping Match on Catch-Up Contributions

    By khn, April 17, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • April 19, 2015

26. Severance Pay

    By ratherbereading, December 12, 2022
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 20, 2022

27. Characteristic code for Partnersip

    By Guest KVAlbert, June 15, 2011
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • June 15, 2011

28. Control Group Coverage Test

    By pixmax, May 6, 2019
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 8, 2019

29. Commercial Real Estate question

    By SteveH, May 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 31, 2013

30. ADP Test

    By Guest SPOT, April 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • April 6, 2004

31. New Plan Year to add Safe Harbor

    By cpc0506, February 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 4, 2013

32. Employer Stock Communication Requirements

    By Guest PAL100759, March 8, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 8, 2004

33. Lease Employee Question

    By Guest DTromb, January 29, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 29, 2007

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

    By Jim Chad, April 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 19, 2012

35. Employee?

    By Guest padmin, February 11, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2009

36. Oops, we forgot to amend the Plan

    By Guest PBJ, May 19, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2008

37. 401(k) plans and long term care

    By davef, August 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • davef
    • August 20, 2007

38. Withdrawals from 401k beneficiary account

    By Guest Kemily, May 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • May 7, 2004

39. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 16, 2015

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

    By Guest Vickey, May 4, 2010
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • May 5, 2010

41. RMD - small account balances

    By Guest sritts, January 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • January 11, 2012

42. New 2010 EZ is Oiut

    By austin3515, June 14, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • June 15, 2011

43. Corrective Distributions on the SAR

    By cpc0506, March 5, 2018   

    • sar
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • March 7, 2018

44. Controlled Group Question

    By Becky Schwing, December 15, 2020
    • 2 replies
    • 1.1k views
    • 
    • FORMER ESQ.
    • December 15, 2020

45. If deferrals have delayed effective date of 7/1, but ADP Safe Harbor Match has no Delayed Effective Date, what compensation is used to calculate match?

    By jkharvey, September 26, 2025
    • 1 reply
    • 1.1k views
    • 
    • Bri
    • September 26, 2025

46. Individual Brokerage 401k

    By Bruce1, February 6, 2025
    • 13 replies
    • 1.1k views
    • 
    • Paul I
    • February 7, 2025

47. ADP Test - Owner dies

    By pensionnube, November 20, 2014   

    • ADP test off plan year
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 21, 2014

48. Compensation for former partner who is now a sole proprietor

    By jkharvey, September 8, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 9, 2005

49. Loans against insurance policy in 401k plan

    By jkharvey, September 12, 2013
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 12, 2013

50. DFVC Filing Process

    By metsfan026, August 21, 2025
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 21, 2025