401(k) Plans

19,321 topics in this forum

1. Repaying a Deemed Loan

   By FundeK, February 23, 2004
   • 1 reply
   • 1.9k views
   • 
   • FundeK
   • February 23, 2004

2. Deferral of excess contributions that woud otherwise be returned after a failed test

   By Guest FAQ, August 26, 2004
   • 1 reply
   • 1.1k views
   • 
   • R. Butler
   • August 27, 2004

3. Benefits deductions for 2005

   By Guest reedjd, January 6, 2005
   • 1 reply
   • 1k views
   • 
   • rcline46
   • January 6, 2005

4. Net Unrealized Appreciation and Terminating Plan

   By Guest AEA, July 14, 2005
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • July 14, 2005

5. Discretionary Match on Bonus Deferrals

   By Guest Troy S., August 11, 2006
   • 1 reply
   • 1.6k views
   • 
   • mming
   • August 11, 2006

6. SCORP - Employee deferral/Employer contributions for 2007

   By Guest 401K_Help, January 12, 2008
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • January 14, 2008

7. Deferrals for a deceased participant?

   By jkharvey, July 10, 2008
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • July 10, 2008

8. Asset Deal with grandfathered service

   By Guest Lee68, August 6, 2008
   • 1 reply
   • 1k views
   • 
   • J Simmons
   • August 6, 2008

9. RMD for a 5% owner

   By Nassau, March 29, 2011
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • March 29, 2011

10. Add stated match to SH plan mid year?

    By BG5150, July 16, 2019
    • 1 reply
    • 879 views
    • 
    • BG5150
    • July 17, 2019

11. Safe Habor Notice

    By Hoard1, November 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • thepensionmaven
    • December 5, 1999

12. When an employee passes an entry date while out on workmen's compensat

    By John A, March 9, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • March 9, 2000

13. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

14. US Virgin Islands

    By Guest pjrieck, April 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 3, 2002

15. After tax that should have been pre tax

    By Guest mkelly, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • May 15, 2002

16. Summary Plan Description

    By Felicia, November 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • November 11, 2002

17. Hole in American Funds Menu = fiduciary breach = ?

    By Guest Happy Actuary, May 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 20, 2005

18. Match that increases as participant gets older?

    By jkharvey, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Dan
    • October 5, 2006

19. Top-Paid Election Merger

    By Guest m2b2, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2008

20. PS has no last day and no hours requirement

    By John Feldt ERPA CPC QPA, March 4, 2011
    • 1 reply
    • 858 views
    • 
    • 12AX7
    • March 4, 2011

21. PEO spin off plan - PEO and new plan Safe Harbor

    By cpc0506, March 22, 2019
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 22, 2019

22. Fee for Safe-Harbor 401(k)

    By chris, August 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 11, 1999

23. Any effect of a break-in-service for a 100% vested employee who remain

    By John A, December 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 6, 1999

24. May a plan exclude an intern (even if she met LTPT conditions)?

    By Peter Gulia, October 4, 2024
    • 1 reply
    • 983 views
    • 
    • Paul I
    • October 4, 2024

25. Trustee EIN

    By Guest trojaninvestor, May 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 3, 2001

26. Participant becomes Excludable Employee

    By Guest jim williams, May 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • May 24, 2001

27. Company Stock

    By fidu, April 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 24, 2002

28. Safe harbor hardship withdrawal standard

    By Guest Bud, June 24, 2002
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • July 2, 2002

29. Key Employees

    By Guest SharonB, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 1, 2003

30. Limited-scope vs Full-scope audit

    By Brian Gallagher, August 4, 2004
    • 1 reply
    • 4k views
    • 
    • Guest
    • August 6, 2004

31. new job

    By Guest friskey, August 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2004

32. Vesting Question - Rehired after Partial Termination of Plan

    By Guest J&D, November 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • November 23, 2004

33. what is the latest on catch-up contributions & separate lines of business?

    By Guest wblinder, February 15, 2005
    • 1 reply
    • 997 views
    • 
    • JanetM
    • February 16, 2005

34. Defaulted wrong loan amount

    By Guest jvandyke, April 25, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 25, 2005

35. Correction of Excess Match

    By Guest dstran, March 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 11, 2006

36. 1099 R not issued

    By Guest riabaj, April 9, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 11, 2007

37. safe harbor nonelective plan

    By jpod, April 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • April 11, 2008

38. spousal consent for hardship distribution

    By Guest Smokin, April 26, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 26, 2011

39. Sole Proprietor with 401(k) Plan

    By jukeboy56, April 11, 2016
    • 1 reply
    • 631 views
    • 
    • ETA Consulting LLC
    • April 11, 2016

40. Failure to Implement Employee Election & Failed ADP Test

    By BLM, August 28, 2017
    • 1 reply
    • 739 views
    • 
    • Tom Poje
    • August 29, 2017

41. Can I exclude rewards from Compensation?

    By calexbraska, August 23, 2018
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • August 27, 2018

42. HIre Date

    By Guest psk, August 12, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

43. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • Alan Simpson
    • March 10, 2000

44. QNECs and FICA

    By Guest 91smithie, October 2, 2001
    • 1 reply
    • 2.1k views
    • 
    • Alan Simpson
    • October 2, 2001

45. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

46. Matching on Catch Up contributions

    By Guest h_nowicki, May 26, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

47. One Day Short Plan Year ADP Test - 401(a) 17 Limit

    By Guest wwc870, July 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • jquazza
    • July 14, 2004

48. 1099R's in NYS

    By Guest MrT, March 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 10, 2005

49. Safe Harbor 401(k) & Excluded Compensation

    By buckaroo, January 18, 2006
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • January 18, 2006

50. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • March 10, 2006