401(k) Plans

19,275 topics in this forum

1. DOL Letter

   By Guest halka, September 25, 1998
   • 1 reply
   • 4.3k views
   • 
   • Guest
   • September 25, 1998

2. ARA Asks IRS for More Time on LTPTE Rule

   By RatherBeGolfing, November 29, 2023
   • 1 reply
   • 454 views
   • 
   • Peter Gulia
   • November 29, 2023

3. ERISA Preemption of State Legislation Prohibiting Investments tied to Chinese/Foreign Adversaries

   By ERISAQuestions1234, April 10
   • 1 reply
   • 582 views
   • 
   • Peter Gulia
   • April 10

4. How is a participant supposed to know how to correctly fill out their

   By John A, February 7, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 8, 2001

5. HCEs participating in more than one of the unrelated employer plans

   By Guest kimninh, July 31, 2002
   • 1 reply
   • 1.3k views
   • 
   • MGB
   • July 31, 2002

6. Collectively Bargained Employees

   By Guest Giovanni, February 24, 2003
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • February 25, 2003

7. investment selection

   By Guest cabenefits, July 9, 2003
   • 1 reply
   • 1.1k views
   • 
   • g8r
   • July 10, 2003

8. New participants not allowed to defer - new rule?

   By Guest MikeD, January 27, 2005
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 27, 2005

9. Canadian one-man-show SoloK plan

   By K-t-F, January 14, 2006
   • 1 reply
   • 1.2k views
   • 
   • K-t-F
   • January 16, 2006

10. Adoption Agreement stipulations and insurance

    By Guest caddieadmin, February 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 17, 2007

11. Final 415 Regulations

    By Guest Astro, December 3, 2007
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • December 4, 2007

12. New eligible group

    By Guest Philip2, August 5, 2009
    • 1 reply
    • 972 views
    • 
    • J Simmons
    • August 6, 2009

13. Rule of Parity...Grrrrrrr

    By Just Me, May 17, 2010
    • 1 reply
    • 969 views
    • 
    • Belgarath
    • May 18, 2010

14. Employer match posted as employee deferral

    By Guest Quacka, April 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

15. Hurricane Irene Relief

    By Guest TomB432, August 20, 2012
    • 1 reply
    • 789 views
    • 
    • david rigby
    • August 21, 2012

16. Loan Refi's if Loan Program discontinued

    By austin3515, March 14, 2013
    • 1 reply
    • 953 views
    • 
    • Belgarath
    • March 14, 2013

17. Amending Plan for Automatic Enrollment

    By TPA Bob, March 17, 2015   

    • Automatic Enrollment
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • March 18, 2015

18. Contingent Benefit Rule in Terminated Plan

    By EBECatty, September 9, 2019
    • 1 reply
    • 445 views
    • 
    • Luke Bailey
    • September 9, 2019

19. Removing auto enroll and auto-esclate from a 401k Plan

    By betsy, March 30, 2020
    • 1 reply
    • 1.9k views
    • 
    • Gilmore
    • March 31, 2020

20. Eligible Designated Beneficiary

    By ALS, February 8, 2021
    • 1 reply
    • 456 views
    • 
    • EBECatty
    • February 8, 2021

21. Reasonable timing to implement salary deferral election changes?

    By kmhaab, March 29, 2021
    • 1 reply
    • 773 views
    • 
    • Bird
    • March 30, 2021

22. Sole Proprietor 401K questions

    By Guest J Samuelson, July 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • July 30, 1999

23. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 1, 2001

24. Option to defer on bonuses/414(s)

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • December 18, 2002

25. Weird situation...

    By stevena, September 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • September 29, 2005

26. Employer penalty tax for excess contributions and catch up

    By Guest phy401k, August 6, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • August 6, 2007

27. 2007 refund deadline

    By Guest tmills, January 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 9, 2008

28. Lincoln LOD

    By PainPA, March 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 13, 2008

29. QACA/EACA unwind feature

    By buckaroo, October 23, 2009
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • November 3, 2009

30. Hardship Withdrawal Error

    By Guest russella0829, December 23, 2009
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • December 23, 2009

31. Administrative Fees

    By Nassau, October 6, 2010
    • 1 reply
    • 931 views
    • 
    • GMK
    • October 6, 2010

32. Roth 401(k)

    By thepensionmaven, December 21, 2015
    • 1 reply
    • 565 views
    • 
    • Bird
    • December 22, 2015

33. Loan then early withdrawal

    By Gmass, January 24, 2017
    • 1 reply
    • 606 views
    • 
    • 401king
    • January 24, 2017

34. Safe Harbor Plan - Salary Deferral Election

    By kdubinski, May 3, 2017
    • 1 reply
    • 557 views
    • 
    • ETA Consulting LLC
    • May 3, 2017

35. Related Employer compensation

    By AKconsult, September 1, 2020
    • 1 reply
    • 568 views
    • 
    • Mike Preston
    • September 1, 2020

36. Top-Heavy "Compensation"

    By Guest EMC, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 3, 2000

37. Can a 401-K participant also contribute to a traditional or Roth IRA i

    By Guest Carl C, February 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 8, 2001

38. 401(k) Plan Fees

    By Guest catdamico, September 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 2001

39. Attributable Match

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 18, 2002

40. Hardship Withdraw from 401(K) Plan

    By Guest jkrad, April 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • April 7, 2004

41. Controlled Group & 401(k) Individual

    By Guest jkhanna, September 30, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 30, 2008

42. Severance pay and deferrals

    By Guest Peggy806, July 8, 2009
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 8, 2009

43. Top Heavy and under 1,000 HOS

    By Guest dhall, May 18, 2010
    • 1 reply
    • 997 views
    • 
    • Tom Poje
    • May 18, 2010

44. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 5.2k views
    • 
    • LCARUSI
    • September 30, 1998

45. Safe Harbor -Merger Mid Year

    By 52626, June 16, 2022
    • 1 reply
    • 600 views
    • 
    • MWeddell
    • July 8, 2022

46. Unregistered Tender Offers

    By Guest halka, November 29, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 30, 1999

47. SECURE 1.0 - Retroactive Safe Harbor 4% to Correct ADP

    By Towanda, July 28, 2023
    • 1 reply
    • 812 views
    • 
    • John Feldt ERPA CPC QPA
    • July 29, 2023

48. Safe harbor nonelective contribution & HCE's

    By Guest Melissa Winslow, September 18, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 19, 2000

49. Can a public school district maintain a 401(k) plan?

    By Guest, November 12, 2000
    • 1 reply
    • 2.1k views
    • 
    • IRC401
    • November 13, 2000

50. Qnec's and prior year testing

    By Guest CGBS, June 18, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 19, 2001