401(k) Plans

19,275 topics in this forum

1. Vesting

   By Belgarath, October 6, 2020
   • 7 replies
   • 947 views
   • 
   • FORMER ESQ.
   • October 12, 2020

2. Employee

   By cdavis25, March 12, 2009
   • 1 reply
   • 947 views
   • 
   • david rigby
   • March 12, 2009

3. Plan Eligibility

   By Nassau, May 22, 2013
   • 2 replies
   • 947 views
   • 
   • Tom Poje
   • May 22, 2013

4. Termination of SH Matching plan to convert to SIMPLE IRA

   By GwenOC, April 8
   • 4 replies
   • 947 views
   • 
   • GwenOC
   • April 15

5. Adding Roth - new EIN necessary?

   By Gudgergirl, June 8, 2009
   • 2 replies
   • 947 views
   • 
   • jkdoll2
   • June 8, 2009

6. Extra deferral deposited during the year

   By Jakyasar, October 10, 2023
   • 7 replies
   • 946 views
   • 
   • Jakyasar
   • October 10, 2023

7. Amending plan for discretionary match

   By pixiebear, October 11, 2023
   • 1 reply
   • 946 views
   • 
   • Lou S.
   • October 11, 2023

8. Minimum funding requirement applicable to sole-participant plan?

   By Guest 401(k) newbie, March 25, 2013
   • 1 reply
   • 946 views
   • 
   • Lou S.
   • March 25, 2013

9. amending plan to add QNEC

   By AKconsult, March 4, 2010
   • 0 replies
   • 946 views
   • 
   • AKconsult
   • March 4, 2010

10. Ideas for crediting hours for Home Health nursing services?

    By Guest TBick, June 28, 2005
    • 1 reply
    • 946 views
    • 
    • Guest
    • June 28, 2005

11. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 3 replies
    • 946 views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2009

12. eligible rollover distribution

    By Rai401k, September 12, 2014
    • 1 reply
    • 946 views
    • 
    • John Feldt ERPA CPC QPA
    • September 12, 2014

13. Protected Benefit -- Electing Source of Distribution

    By JG-12, April 18, 2023
    • 2 replies
    • 946 views
    • 
    • rocknrolls2
    • April 19, 2023

14. Looking for Guidance on interest on late deposits

    By Alex Daisy, April 3, 2009
    • 1 reply
    • 946 views
    • 
    • jkdoll2
    • April 3, 2009

15. Web Based Communications

    By Nassau, October 6, 2010
    • 1 reply
    • 946 views
    • 
    • david rigby
    • October 6, 2010

16. 401(k) forms

    By Guest mmc, March 9, 2005
    • 0 replies
    • 946 views
    • 
    • Guest
    • March 9, 2005

17. Top-Heavy Plan

    By Guest Pat of RPC, February 6, 2012
    • 1 reply
    • 945 views
    • 
    • ETA Consulting LLC
    • February 7, 2012

18. Rehire - elapsed time

    By Lou81, December 12, 2023
    • 2 replies
    • 945 views
    • 
    • Lou81
    • December 12, 2023

19. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 945 views
    • 
    • ETA Consulting LLC
    • February 9, 2014

20. March 13 or March 16 2020 ADP refund date

    By legort69, February 28, 2020
    • 3 replies
    • 945 views
    • 
    • Bri
    • February 29, 2020

21. can 1099 income contribution be added to S-corp plan?

    By mkaufman, December 22, 2021
    • 5 replies
    • 945 views
    • 
    • mkaufman
    • December 24, 2021

22. Can I set a minimum 7% limit on deferrals?

    By TPAJake, September 19, 2016
    • 4 replies
    • 945 views
    • 
    • QDROphile
    • September 22, 2016

23. Beneficiary

    By vmh24rar, August 9, 2017
    • 3 replies
    • 945 views
    • 
    • david rigby
    • August 9, 2017

24. Year-End Amendments - Corbel Prototype

    By austin3515, November 2, 2011
    • 1 reply
    • 945 views
    • 
    • Lou S.
    • November 2, 2011

25. Collectively bargained owner?

    By MoShawn, September 30, 2008
    • 1 reply
    • 945 views
    • 
    • ERISAnut
    • September 30, 2008

26. Participant Fee Disclosure on Conversions

    By LMOC, May 28, 2015
    • 0 replies
    • 944 views
    • 
    • LMOC
    • May 28, 2015

27. Compensation

    By cdavis25, May 21, 2014
    • 2 replies
    • 944 views
    • 
    • Bird
    • May 22, 2014

28. Items allowed in a 401(k) Plan

    By Guest KMB1978, September 20, 2010
    • 1 reply
    • 944 views
    • 
    • J Simmons
    • September 20, 2010

29. Prototype document for union employees

    By Guest Diane DuFresne, July 17, 2003
    • 0 replies
    • 944 views
    • 
    • Guest
    • July 17, 2003

30. Discounted Employer Stock

    By Just Me, January 29, 2008
    • 1 reply
    • 944 views
    • 
    • QDROphile
    • January 29, 2008

31. Separate Record Keeping

    By Dougsbpc, March 6, 2013
    • 1 reply
    • 944 views
    • 
    • Bird
    • March 7, 2013

32. Look Back Yr Comp Limits

    By Guest elang, February 26, 2010
    • 1 reply
    • 943 views
    • 
    • david rigby
    • February 26, 2010

33. 2024 COLA Limits

    By DPSRich, October 25, 2023
    • 2 replies
    • 943 views
    • 
    • BobbyV
    • October 26, 2023

34. Must 401(k) Safe Harbors be made for all plans of an employer?

    By ERISA1, May 7, 2004
    • 0 replies
    • 943 views
    • 
    • ERISA1
    • May 7, 2004

35. Benefits, Rights, Features

    By justatester, February 21, 2013
    • 1 reply
    • 943 views
    • 
    • MWeddell
    • February 21, 2013

36. Self-Certified Hardship withdrawal

    By alwaysaquestion, November 20, 2024
    • 4 replies
    • 943 views
    • 
    • RatherBeGolfing
    • November 22, 2024

37. Form 8955-SSA (Check mark column)

    By Christopher Wilson, July 23, 2019
    • 3 replies
    • 942 views
    • 
    • Kristina
    • July 24, 2019

38. QNEC & Catch-up

    By wifrbr, March 28, 2018
    • 3 replies
    • 942 views
    • 
    • Kac1214
    • March 28, 2018

39. EGTRRA TAX CREDIT

    By Guest bueler, June 28, 2004
    • 0 replies
    • 942 views
    • 
    • Guest
    • June 28, 2004

40. ADP/ACP when Seller's plan terminated and HCE's then move to Buyer's plan mid-year

    By Trekker, March 5, 2010
    • 0 replies
    • 942 views
    • 
    • Trekker
    • March 5, 2010

41. excluding terms invested in insurance contracts

    By austin3515, August 9, 2013
    • 0 replies
    • 942 views
    • 
    • austin3515
    • August 9, 2013

42. when is the money "deposited"

    By K2retire, March 15, 2011
    • 2 replies
    • 942 views
    • 
    • Belgarath
    • March 16, 2011

43. Top Heavy Safe Harbor Match

    By PFranckowiak, March 19, 2020
    • 6 replies
    • 942 views
    • 
    • Belgarath
    • March 20, 2020

44. multiple employer 401k plan doc

    By Guest ghal, November 9, 2012
    • 1 reply
    • 942 views
    • 
    • John Feldt ERPA CPC QPA
    • November 9, 2012

45. Notice to participants for Missed Deferrals

    By Pammie57, June 1, 2016
    • 0 replies
    • 942 views
    • 
    • Pammie57
    • June 1, 2016

46. Plan Termination

    By Guest GreenERISA, January 31, 2012
    • 2 replies
    • 942 views
    • 
    • jpod
    • January 31, 2012

47. Adoption vs. Effective Date of Corrective Amendment

    By Ananda, October 3, 2023
    • 6 replies
    • 942 views
    • 
    • Paul I
    • October 4, 2023

48. is investment managed by money manager considered brokerage window?

    By Tina W, August 23, 2012
    • 4 replies
    • 942 views
    • 
    • Tina W
    • August 25, 2012

49. Vesting

    By justatester, February 26, 2014   

    • Different Scheduls = BRF?
    • 1 reply
    • 941 views
    • 
    • Lou S.
    • February 26, 2014

50. How Many Key Employees in the Group?

    By 12AX7, April 1, 2012
    • 3 replies
    • 941 views
    • 
    • Tom Poje
    • April 2, 2012