401(k) Plans

19,275 topics in this forum

1. USERRA

   By Nassau, December 5, 2011
   • 0 replies
   • 869 views
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   • Nassau
   • December 5, 2011

2. Plan Year Ends within Tax Year

   By Dougsbpc, November 3, 2014
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   • 724 views
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   • Dougsbpc
   • November 3, 2014

3. Two 401(k) Plans, same employer

   By imchipbrown, July 27, 2018
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   • 481 views
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   • imchipbrown
   • July 27, 2018

4. Hardship Distribution - Services Completed

   By 52626, April 29, 2024
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   • 383 views
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   • 52626
   • April 29, 2024

5. Open Enrollment.

   By Guest Thornton, January 7, 2002
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   • Guest
   • January 7, 2002

6. Catch-up and the short plan year

   By Guest PAL100759, September 9, 2004
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   • Guest
   • September 9, 2004

7. Stock given as compensation

   By MSN, November 11, 2009
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   • 914 views
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   • MSN
   • November 11, 2009

8. Correction for potential violation of Contingent Benefit Rule

   By spartytax, June 17, 2015
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   • 1k views
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   • spartytax
   • June 17, 2015

9. Is the plan sponsor required to retain old Summary Plan Descriptions?

   By Guest mo again, October 13, 2000
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   • Guest
   • October 13, 2000

10. Buy Back to Restored forfeiture after rehired- ROTH 401K

    By Panda, March 13
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    • 533 views
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    • Panda
    • March 13

11. Deferred Compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
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    • Guest
    • November 4, 2001

12. When is contribution deductible, plan is calendar year but employer is

    By jkharvey, March 12, 2002
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    • jkharvey
    • March 12, 2002

13. Notice Requirements for Additional Benefits in Safe Harbor Plan

    By Guest W Waldan Lloyd, December 11, 2009
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    • 1.1k views
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    • Guest
    • December 11, 2009

14. Diversification Notice

    By Guest shaul, June 4, 2010
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    • Guest
    • June 4, 2010

15. Top Paid Group Election

    By Guest, February 1, 2000
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    • 1.5k views
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    • Guest
    • February 1, 2000

16. Lesops

    By fidu, February 11, 2002
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    • 1.5k views
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    • fidu
    • February 11, 2002

17. Merger of 401(k) Plans Mid-Year

    By Guest abrandw, August 29, 2003
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    • 1.3k views
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    • Guest
    • August 29, 2003

18. Excess Annual Additions

    By fiona1, September 29, 2004
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    • 959 views
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    • fiona1
    • September 29, 2004

19. Affliated Service Group

    By Chippy, February 26, 2013
    • 0 replies
    • 812 views
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    • Chippy
    • February 26, 2013

20. Merging a SH Plan with a Non-SH Plan (What to look out for?)

    By Chris123, March 9, 2021
    • 0 replies
    • 336 views
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    • Chris123
    • March 9, 2021

21. 410(b) testing with a quarterly last day requirement

    By Guest ticket, December 28, 1998
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    • 1.5k views
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    • Guest
    • December 28, 1998

22. Mid year merger of non safe harbor and safe harbor plans

    By 30Rock, March 5, 2024
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    • 524 views
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    • 30Rock
    • March 5, 2024

23. Vesting for term'd EE during merger

    By Guest RLD, March 27, 2002
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    • 1.3k views
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    • Guest
    • March 27, 2002

24. RFP's

    By Guest tracyzimmer, April 12, 2002
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    • 1.4k views
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    • Guest
    • April 12, 2002

25. Aggregation & 401(k)

    By R. Butler, August 29, 2003
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    • 1.3k views
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    • R. Butler
    • August 29, 2003

26. SSI Acceptance Letter, participant on SSI and collects Pension payments in installments... then found to be committing fraud...

    By Guest annette1001, April 21, 2004
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    • 1.2k views
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    • Guest
    • April 21, 2004

27. Eligibility for deferrals and safe harbor match - brain freeze & need a hand

    By Guest Ducks, November 12, 2004
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    • 1.5k views
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    • Guest
    • November 12, 2004

28. SERP Providers

    By Guest vqualplan, June 30, 2005
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    • 1.2k views
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    • Guest
    • June 30, 2005

29. MFS & Hartford Reports

    By Guest raleightpa, November 19, 2007
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    • 1.4k views
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    • Guest
    • November 19, 2007

30. Military leave - loan provision

    By AKconsult, April 9, 2013
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    • 814 views
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    • AKconsult
    • April 9, 2013

31. Partnership dissolving, new partnership forming - What separation or severance rules apply?

    By JustMe, June 9, 2020
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    • 399 views
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    • JustMe
    • June 9, 2020

32. Inclusion of foreign earned income to see if HCE?

    By Guest Cheryl Wilson, May 12, 2000
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    • 1.3k views
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    • Guest
    • May 12, 2000

33. EGTRRA Top Heavy Question

    By RTK, September 25, 2002
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    • 1.3k views
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    • RTK
    • September 25, 2002

34. Otherwise Excludible Employees Plan Entry Dates

    By Guest MFuentes, February 2, 2000
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    • 1.4k views
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    • Guest
    • February 2, 2000

35. 1-1 Correction for prior year testing method

    By Guest pjg, March 24, 2003
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    • 1.1k views
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    • Guest
    • March 24, 2003

36. Can a prudent fiduciary approve a conflicted adviser?

    By Peter Gulia, February 8, 2007
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    • 999 views
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    • Peter Gulia
    • February 8, 2007

37. Failing Coverage in 401(k) Safe Harbor Plan

    By Guest Golden K, June 25, 2009
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    • 1.2k views
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    • Guest
    • June 25, 2009

38. ADP Test - missed deferrals

    By blue, February 9, 2010
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    • 965 views
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    • blue
    • February 9, 2010

39. 401(k) Plan for parternships with PCs

    By nancy, June 4, 1999
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    • 1.4k views
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    • nancy
    • June 4, 1999

40. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 14, 2001
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    • Guest
    • December 14, 2001

41. NSCC Trading

    By Guest ell, May 18, 2004
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    • 1.5k views
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    • Guest
    • May 18, 2004

42. Money Purchase Plan

    By Guest qualified plan, April 12, 2005
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    • 1.1k views
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    • Guest
    • April 12, 2005

43. Loan Rollover to Multiple Employer Plan

    By Below Ground, March 5, 2007
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    • 1.1k views
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    • Below Ground
    • March 5, 2007

44. EACA - Former Employee and the 10% Additional Tax

    By Guest Bob:, September 13, 2016   

    • 414(w) 72(t)
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    • 499 views
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    • Guest
    • September 13, 2016

45. Matching contribution with employer stock

    By Guest Jay Walters, October 8, 1999
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    • 1.3k views
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    • Guest
    • October 8, 1999

46. Rehires and 401(k) Employer Matches

    By Guest LLandau, May 1, 2003
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    • 1.2k views
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    • Guest
    • May 1, 2003

47. Litigation proceeds

    By Guest agsmith, July 23, 2003
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    • 1.3k views
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    • Guest
    • July 23, 2003

48. Appropriateness of deduction in ASG setting

    By billfgrady, March 15, 2004
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    • 998 views
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    • billfgrady
    • March 15, 2004

49. Adopting provisions - EGTRRA

    By Guest mparker2028, December 6, 2005
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    • 1.7k views
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    • Guest
    • December 6, 2005

50. Simple IRA Plans

    By Guest cconnell, March 5, 2007
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    • 949 views
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    • Guest
    • March 5, 2007