401(k) Plans

19,319 topics in this forum

1. Stock option gain on W-2, excluded from Comp?

   By Guest jefe96, February 21, 2007
   • 1 reply
   • 1.9k views
   • 
   • Locust
   • February 22, 2007

2. Stock Options and 415 Comp

   By Gilmore, October 22, 2020
   • 11 replies
   • 3.5k views
   • 
   • Gilmore
   • October 28, 2020

3. Stock Options and Key Employee "Owner" Definition

   By Guest joshuaadaniels, March 25, 2006
   • 1 reply
   • 2.5k views
   • 
   • R. Butler
   • March 28, 2006

4. Stock Options and Ownership Attribution

   By Guest Midas, April 26, 2005
   • 3 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • April 27, 2005

5. Stock Options in a 401K

   By Guest chant44, October 26, 1999
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • October 26, 1999

6. Stock Options/Code Section 318(a)(4)/Top-Heavy Rules

   By Guest RBJ, October 13, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • October 13, 2000

7. Stock ownership for HCE definition

   By gdlfa, October 5, 2016
   • 1 reply
   • 666 views
   • 
   • RatherBeGolfing
   • October 5, 2016

8. Stock Purchase / Terminate Seller Plan

   By Guest SWH, May 23, 2006
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • May 23, 2006

9. Stock Purchase Question

   By Madison71, September 16, 2019
   • 3 replies
   • 584 views
   • 
   • Kevin C
   • September 17, 2019

10. Stock purchase vs. asset purchase

    By billfgrady, March 12, 2004
    • 4 replies
    • 9.4k views
    • 
    • mbozek
    • March 17, 2004

11. Stock Sale

    By Guest Nini, August 29, 2007
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • August 29, 2007

12. Stock Sale - Successor Plan?

    By jmartin, April 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 17, 2013

13. Stock Sale and Distribution of Assets

    By PMC, January 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • PMC
    • January 23, 2001

14. stock sale and transitional relief

    By AlbanyConsultant, January 20, 2021
    • 5 replies
    • 798 views
    • 
    • EBECatty
    • January 21, 2021

15. Stock sale brother sister

    By pjb1835, May 31, 2019
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • May 31, 2019

16. Stock sale of plan participating in a MEP

    By Jen S, October 28, 2022
    • 6 replies
    • 1.8k views
    • 
    • Luke Bailey
    • November 4, 2022

17. stop 401K contributions, start IRA

    By hsally, January 20, 2020
    • 4 replies
    • 936 views
    • 
    • 401king
    • January 28, 2020

18. Stop Making Safe Harbor Match Cont effective 5/1/09

    By Alex Daisy, March 30, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • March 30, 2009

19. Stop my loan payments

    By 52626, October 25, 2019
    • 4 replies
    • 3.1k views
    • 
    • Peter Gulia
    • October 25, 2019

20. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2012

21. Stop Safe Harbor on 1/1 - notice requirement

    By TinaW, December 30, 2024
    • 6 replies
    • 1.7k views
    • 
    • Lou S.
    • January 3, 2025

22. Stoppage of Match - regular or SH - Notice Required

    By Pammie57, April 2, 2020
    • 2 replies
    • 624 views
    • 
    • PainPA
    • April 8, 2020

23. Stopping all 401(k) contributions temporarily

    By Santo Gold, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2006

24. Stopping and Starting Deferrals

    By Pammie57, May 23, 2016
    • 2 replies
    • 932 views
    • 
    • hr for me
    • May 23, 2016

25. Stopping Deferrals

    By Guest Dook, August 26, 2002
    • 2 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 26, 2002

26. Stopping Discretionary Employer Match Mid-Year

    By DP, December 28, 2000
    • 3 replies
    • 4.1k views
    • 
    • KJohnson
    • December 28, 2000

27. Stopping discretionary match mid-year revisited

    By John A, June 18, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • June 18, 2001

28. Stopping Elective Deferrals

    By Guest philc, May 12, 2005
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 13, 2005

29. Stopping Loan Payments while still employed

    By ewatson12, October 27, 2017   

    • loans
    • 32 replies
    • 28.3k views
    • 
    • card
    • December 7, 2017

30. Stopping Match on Catch-Up Contributions

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

31. Stopping Non-Elective Safe Harbor contribuitons

    By Fisher, February 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 21, 2007

32. Stopping RMD's

    By Guest terid, October 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 21, 2002

33. Stopping the Safe Harbor Match

    By Earl, March 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • March 9, 2005

34. Store Sale

    By Guest hitt24, January 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 17, 2006

35. Straight line amortization

    By Demosthenes, June 17, 2002
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • June 17, 2002

36. Straight Percent corrective QNEC question

    By fiona1, November 17, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2003

37. Straight profit sharing plan wants to buy a house

    By Lori H, January 2, 2007
    • 8 replies
    • 3k views
    • 
    • RCK
    • January 3, 2007

38. Strange match request

    By Guest JPIngold, December 4, 2012
    • 8 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 4, 2012

39. Strange question re ADP testing

    By Belgarath, March 8, 2024
    • 3 replies
    • 696 views
    • 
    • CuseFan
    • March 11, 2024

40. Student Loan

    By JustMe, March 13, 2020
    • 2 replies
    • 787 views
    • 
    • JustMe
    • March 16, 2020

41. Student Loan 401(k) program

    By bmore1147, April 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • shERPA
    • April 23, 2019

42. Student Loan Genius

    By Chippy, August 7, 2018
    • 11 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 17, 2018

43. Student Loan Matching Form

    By austin3515, December 10, 2025
    • 6 replies
    • 362 views
    • 
    • Belgarath
    • December 12, 2025

44. Student Loan Payment Match Anticipated Administration

    By TPApril, October 24, 2023
    • 13 replies
    • 1k views
    • 
    • Paul I
    • November 2, 2023

45. Student Loan Program - Match Exclusion Method

    By Gruegen, May 9, 2019
    • 4 replies
    • 692 views
    • 
    • Luke Bailey
    • May 10, 2019

46. Student loan repayment

    By Belgarath, September 17, 2020
    • 14 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2020

47. Student Loan Repayment Programs

    By austin3515, September 19, 2017
    • 3 replies
    • 673 views
    • 
    • Catsby
    • September 20, 2017

48. Students in Co-op program

    By jkharvey, June 27, 2013
    • 2 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2013

49. Stumped on Plan Loan/Payroll Repayment Default Issue

    By ERISAatty, July 24, 2009
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • July 28, 2009

50. stupid ADP question

    By goldtpa, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • March 10, 2005