401(k) Plans

19,275 topics in this forum

1. Employer as Trustee?

   By 7806akp, August 10, 2016
   • 6 replies
   • 3.6k views
   • 
   • Peter Gulia
   • August 11, 2016

2. Company A employees can be covered under Company B's 401(k) merely by

   By bzorc, November 21, 2000
   • 20 replies
   • 3.6k views
   • 
   • alanm
   • December 12, 2000

3. Highly Compensated Employee Retirement Savings

   By Guest pingilipkr, July 19, 2008
   • 12 replies
   • 3.6k views
   • 
   • masteff
   • August 5, 2008

4. Excess Annual Additions - 401(k) Refund?

   By Medusa, April 9, 2003
   • 2 replies
   • 3.6k views
   • 
   • Medusa
   • April 10, 2003

5. Beneficiary Designations

   By Randy Watson, April 4, 2007
   • 19 replies
   • 3.6k views
   • 
   • Bob R
   • April 11, 2007

6. Participant Loan Refinance

   By Guest deathbycashcall, January 12, 2011
   • 7 replies
   • 3.6k views
   • 
   • Guest
   • January 13, 2011

7. Coverage/Discrimination Testing for Profit Sharing Contribution?

   By SRNPEBT, October 7, 2015
   • 8 replies
   • 3.6k views
   • 
   • Bird
   • October 12, 2015

8. Match each pay-period w/ Las day 1,000 hour

   By austin3515, February 12, 2010
   • 10 replies
   • 3.6k views
   • 
   • QNPG
   • February 25, 2011

9. Safe harbor plan and 410(b) test

   By alexa, March 13, 2003
   • 4 replies
   • 3.6k views
   • 
   • Guest
   • March 13, 2003

10. Don't buy low - You'll lose out? - Newbie

    By Guest jbo, June 29, 2005
    • 26 replies
    • 3.6k views
    • 
    • doombuggy
    • July 8, 2005

11. Fiscal Year 401k / Deferral Limits

    By cheersmate, May 6, 2015   

    • fiscal year
    • maximum limits
    • 2 replies
    • 3.6k views
    • 
    • cheersmate
    • May 6, 2015

12. Failure to Deduct Elective Deferrals

    By Scott, February 27, 2001
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • January 4, 2002

13. Mandatory ER Contributions

    By Guest hpaine, November 20, 2002
    • 15 replies
    • 3.6k views
    • 
    • JanetM
    • December 4, 2002

14. 501(c)3 and LLC

    By Guest hpaine, February 12, 2003
    • 11 replies
    • 3.6k views
    • 
    • E as in ERISA
    • February 14, 2003

15. 401(k) Safe harbor Compensation

    By alexa, February 13, 2003
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • February 25, 2003

16. QDRO alternate payee's interest and award question

    By Guest Enviroavenger2014, April 23, 2014   

    • alternate payee
    • award
    • (and 3 more)

      Tagged with:

      • alternate payee
      • award
      • valuation date
      • interest
      • segregation
    • 2 replies
    • 3.6k views
    • 
    • My 2 cents
    • April 23, 2014

17. Plan Loans in Bankruptcy

    By Guest kjk, June 28, 2002
    • 12 replies
    • 3.6k views
    • 
    • RTK
    • August 2, 2002

18. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,, February 22, 2006
    • 9 replies
    • 3.6k views
    • 
    • RCK
    • March 4, 2006

19. 401(k) deferral deadline for self employed

    By Guest dyoder, September 9, 2003
    • 6 replies
    • 3.6k views
    • 
    • Belgarath
    • December 9, 2004

20. Spousal Consent Requirements

    By Stash026, July 11, 2017
    • 4 replies
    • 3.6k views
    • 
    • My 2 cents
    • July 11, 2017

21. Safe Harbor Plan

    By Guest WMiller, May 9, 2014   

    • true up
    • last day requirement
    • (and 2 more)

      Tagged with:

      • true up
      • last day requirement
      • non-elective & matching ctb
      • Top Heavy test
    • 10 replies
    • 3.6k views
    • 
    • Kevin C
    • May 12, 2014

22. 414(s) failure

    By Guest CHRISTA, April 1, 2002
    • 4 replies
    • 3.6k views
    • 
    • John A
    • April 4, 2002

23. Exceed 415 and 404 Limits

    By Below Ground, March 20, 2009
    • 3 replies
    • 3.6k views
    • 
    • Below Ground
    • March 23, 2009

24. 401(k) Spousal Consent Question

    By Guest arocket, August 17, 2006
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • August 18, 2006

25. Rehired Employee - “buy-back” of forfeited amounts

    By Nassau, December 6, 2011
    • 8 replies
    • 3.6k views
    • 
    • masteff
    • December 13, 2011

26. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A, August 8, 2000
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 9, 2000

27. Hardship Withdrawals - new TPA procedure

    By Guest Aust916, May 13, 2010
    • 8 replies
    • 3.6k views
    • 
    • QDROphile
    • May 14, 2010

28. 401k deposit timeliness

    By Santo Gold, September 22, 2006
    • 8 replies
    • 3.6k views
    • 
    • austin3515
    • September 24, 2006

29. Late Deposits

    By Randy Watson, May 23, 2006
    • 15 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • June 14, 2006

30. Purchasing an annuity contract with defined contribution money

    By FundeK, August 31, 2004
    • 15 replies
    • 3.6k views
    • 
    • Bird
    • September 20, 2004

31. Frionge Benefit Or Not...

    By austin3515, January 20, 2011
    • 12 replies
    • 3.6k views
    • 
    • masteff
    • January 21, 2011

32. Timing of tuition bills - hardship withdrawals

    By ldr, December 18, 2017   

    • hardship
    • tuition
    • (and 1 more)

      Tagged with:

      • hardship
      • tuition
      • 401(k) withdrawals
    • 7 replies
    • 3.6k views
    • 
    • Mike Preston
    • December 19, 2017

33. 3% SHNEC and Financial Difficulty

    By No Name, March 22, 2005
    • 17 replies
    • 3.6k views
    • 
    • Bird
    • October 27, 2005

34. Otherwise Excludable HCEs on ADP Test

    By ratherbereading, March 8, 2016   

    • ADP test
    • Excludable employees
    • (and 1 more)

      Tagged with:

      • ADP test
      • Excludable employees
      • Excludable HCEs
    • 2 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 8, 2016

35. 401K Plan for Nanny?

    By ERISA13, May 9, 2011
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • May 10, 2011

36. safe harbor 401k plan

    By Oh so SIMPLE, June 30, 2009
    • 4 replies
    • 3.6k views
    • 
    • J Simmons
    • July 2, 2009

37. Eligible to Non Eligible Class

    By Lori H, April 4, 2012
    • 10 replies
    • 3.6k views
    • 
    • ESOP Guy
    • August 23, 2013

38. VFCP Calculator - Late 401k Deposits - 5500 - 5300

    By Guest rps1995, June 24, 2009
    • 0 replies
    • 3.6k views
    • 
    • Guest
    • June 24, 2009

39. Sole Proprietor Salary Deferral

    By Below Ground, March 7, 2007
    • 9 replies
    • 3.6k views
    • 
    • Below Ground
    • March 9, 2007

40. Last Day Rule / Last Business Day

    By austin3515, April 12, 2017
    • 11 replies
    • 3.6k views
    • 
    • duckthing
    • April 13, 2017

41. Can You Initially Enroll in 401(k) Plan at Zero Percent?

    By Guest Jay345, November 18, 2013
    • 13 replies
    • 3.6k views
    • 
    • Tom Poje
    • November 19, 2013

42. Is this cutting back a protected benefit?

    By Jim Chad, September 10, 2008
    • 17 replies
    • 3.6k views
    • 
    • Kevin C
    • September 11, 2008

43. Highly Compensated Employee

    By Guest Rutager, August 22, 2008
    • 10 replies
    • 3.6k views
    • 
    • K2retire
    • August 23, 2008

44. Controlled Group - Testing & Allocations

    By Guest Chris May, February 13, 2003
    • 11 replies
    • 3.5k views
    • 
    • RTK
    • February 14, 2003

45. Top Heavy Determination

    By Guest Jodi, October 8, 1998
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • October 8, 1998

46. Margin purchases and short sales.

    By Guest Thornton, January 3, 2002
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • January 8, 2002

47. Ex Wives and beneficiary

    By Guest dulan, January 19, 2007
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • January 23, 2007

48. Can CPA audit fees be paid from the plan's assets if the plan sponsor

    By Guest Lisa Flagg, November 8, 2000
    • 11 replies
    • 3.5k views
    • 
    • Guest
    • December 31, 2001

49. Another Top Paid Group Question

    By MarZDoates, August 26, 2014
    • 12 replies
    • 3.5k views
    • 
    • BG5150
    • August 27, 2014

50. 401k Qualification/Passive Income Only

    By Guest John Comelately, November 30, 2006
    • 6 replies
    • 3.5k views
    • 
    • namealreadyinuse
    • December 1, 2006