401(k) Plans

19,337 topics in this forum

1. Imbecile in Need of Help.

   By Guest mikeh13, February 5, 2001
   • 1 reply
   • 1.6k views
   • 
   • Greg Judd
   • February 5, 2001

2. 401k penalty provisions

   By Guest rwestrup, August 15, 2001
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • August 15, 2001

3. Canadian Benefits Question

   By Guest buxbaum2, August 22, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • August 23, 2004

4. TSM vs Relius

   By Guest Midas, July 8, 2005
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • July 11, 2005

5. Collectively Bargained Plans

   By Guest AJR, November 11, 2005
   • 1 reply
   • 3.1k views
   • 
   • Kirk Maldonado
   • November 11, 2005

6. IRS Clarifies IRS Notice 2007-7

   By jevd, February 13, 2007
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • February 14, 2007

7. signature date for safe harbor

   By Guest tas1, November 27, 2007
   • 1 reply
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • November 28, 2007

8. Ohterwise Excludables

   By justatester, May 4, 2009
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • May 5, 2009

9. LLC Units as Qualifying Employer Securities

   By ERISA25, October 27, 2010
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • October 27, 2010

10. RMD's (QDRO related)

    By Nassau, November 9, 2012
    • 1 reply
    • 2k views
    • 
    • mbozek
    • November 9, 2012

11. Who's The Employer?

    By AmyETPA, March 23, 2022
    • 1 reply
    • 499 views
    • 
    • CuseFan
    • March 24, 2022

12. 401(k) Safe Harbor

    By Guest Mahl, November 29, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 29, 2001

13. Failed Tests, removing money by 3/15

    By Guest Noidy, March 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • March 14, 2002

14. Reclassifying safe harbor match contributions?

    By Mleech, July 29, 2025   

    • safe harbor
    • 1 reply
    • 913 views
    • 
    • WCC
    • July 29, 2025

15. Do HCE/Family Attribution rules apply to great grandparents/great grandchildren?

    By fiona1, December 17, 2003
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • December 17, 2003

16. Safe Harbor Match for Start Up

    By Tetsuro, June 3, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • June 3, 2008

17. Elimination of Optional Form of Benefit

    By Guest SFH, February 17, 2010
    • 1 reply
    • 1.9k views
    • 
    • Logan401
    • February 25, 2010

18. loan payments

    By JKW, October 27, 2010
    • 1 reply
    • 894 views
    • 
    • QDROphile
    • October 27, 2010

19. ACP Testing for match exceeding Safe Harbor Match

    By buckaroo, May 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 16, 2012

20. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

21. Unused vacation pay--that's all

    By J Simmons, March 20, 2021
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 22, 2021

22. Conversion in middle of plan year - issues?

    By Guest ars, November 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 10, 1999

23. 401(k) Loans and Sell Off

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • November 6, 2002

24. Timing of minutes reflecting the amount of a discretionary match.

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • February 3, 2003

25. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 28, 2003

26. Tracking Parties in Interest

    By Guest halka, July 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • JohnCheek
    • July 26, 2003

27. Does universal availability apply to Roth 401(k) options?

    By Guest darkdarcy, June 9, 2005
    • 1 reply
    • 1.9k views
    • 
    • g8r
    • June 11, 2005

28. Contribution After Plan Merger

    By Randy Watson, December 20, 2006
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • December 20, 2006

29. Plan Level Default Investment

    By Guest raleightpa, November 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 28, 2007

30. 415 limit question

    By BG5150, May 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • May 9, 2008

31. Help with regards to moving abroad and 401(k) plans

    By Guest joapepchi, June 16, 2011
    • 1 reply
    • 3k views
    • 
    • ETA Consulting LLC
    • June 17, 2011

32. Can benefitslink start a section for disclosures to employers?

    By Jim Chad, September 24, 2011
    • 1 reply
    • 813 views
    • 
    • Guest
    • November 23, 2011

33. multiple employer 401k plan doc

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

34. Rollover voluntary after tax to Roth?

    By Jim Chad, April 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 18, 2013

35. SH top heavy pass

    By pmacduff, August 29, 2019
    • 1 reply
    • 552 views
    • 
    • Below Ground
    • September 3, 2019

36. Controlled Group - 2 plans SH options

    By Biz Develop Consultant BJF, November 17, 2021
    • 1 reply
    • 697 views
    • 
    • C. B. Zeller
    • November 17, 2021

37. Prior Plan Year Testing Method

    By Guest Edward McElroy, January 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • Chester
    • January 29, 1999

38. RMD with no previous year balance

    By ratherbereading, September 20, 2023   

    • rmd
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • September 20, 2023

39. Is an annual 401k Safe Harbor Notice required?

    By four01kman, November 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2003

40. ERISA 204(h) Notice Required for Termination of PSP?

    By billfgrady, December 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • December 17, 2003

41. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince, April 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • April 26, 2006

42. Mid-Year EACA

    By DTH, October 21, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 21, 2008

43. Prototype - Now a Multiple ER

    By PFranckowiak, June 3, 2009
    • 1 reply
    • 974 views
    • 
    • R. Butler
    • June 3, 2009

44. Safe Harbor Spin-Off

    By PMC, April 15, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 8, 2011

45. Participant Fee Disclosures

    By austin3515, June 16, 2011
    • 1 reply
    • 888 views
    • 
    • austin3515
    • June 16, 2011

46. Elapsed Time Vesting

    By MBCarey, June 28, 2012
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • June 28, 2012

47. Maximum Loan Amount

    By DTH, November 9, 2012
    • 1 reply
    • 818 views
    • 
    • ETA Consulting LLC
    • November 9, 2012

48. More Prevailing Wage/Davis Bacon Fun

    By justatester, June 22, 2020
    • 1 reply
    • 715 views
    • 
    • Lou S.
    • June 22, 2020

49. Multiple Use Testing

    By Guest TrustMe401k, February 23, 2000
    • 1 reply
    • 1.4k views
    • 
    • M R Bernardin
    • February 23, 2000

50. Flexible Discretionary Match Formula

    By Transplant, April 1, 2025
    • 1 reply
    • 642 views
    • 
    • Paul I
    • April 1, 2025