401(k) Plans

19,320 topics in this forum

1. QSLOBS

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

2. tax withholding pd outside of trust, now what

   By TPApril, March 25, 2014
   • 3 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 27, 2014

3. Controlled Group - Additional Matching for One Division?

   By Angershark, June 4, 2024
   • 3 replies
   • 1.1k views
   • 
   • Angershark
   • June 7, 2024

4. 401 K Plan with S corp K-1 dollars.

   By Guest GinGinR, April 3, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 3, 2003

5. Forfeitures

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

6. Mergers

   By Guest Thornton, July 18, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 18, 2003

7. Exclusion from 3% SH Contribution

   By Guest dick@fbanet.com, March 26, 2004
   • 1 reply
   • 1.1k views
   • 
   • g8r
   • March 27, 2004

8. 401k withholding on a 409A distribution

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

9. EACA

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

10. ineligible employee deferring

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

11. Aggregation

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

12. average benefits test and other plans

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

13. ER Match with Last Day feature

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

14. top heavy - in-service distributions

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

15. 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

16. Vesting question - elapsed time

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

17. Auto Enrollment & Military Leave

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

18. Employer Match

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

19. 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

20. 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

21. 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

22. 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

23. DOL Lost interest calculator down?

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

24. Characteristic code for Partnersip

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

25. Commercial Real Estate question

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

26. New Plan Year to add Safe Harbor

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

27. 401K union plan paying expenses.

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

28. Lease Employee Question

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

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

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

30. Employee?

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

31. Oops, we forgot to amend the Plan

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

32. ADP Test Compensation

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

33. RMD - small account balances

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

34. Stopping Match on Catch-Up Contributions

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

35. Severance Pay

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

36. New 2010 EZ is Oiut

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

37. Control Group Coverage Test

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

38. ADP Test

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

39. Employer Stock Communication Requirements

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

40. 401(k) plans and long term care

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

41. Withdrawals from 401k beneficiary account

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

42. Use Match for TH?

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

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