401(k) Plans

19,275 topics in this forum

1. A participant with an outstanding loan files for bankruptcy and the pl

   By k man, March 31, 2000
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • October 13, 2000

2. A Poll: VCP Timing and Results?

   By casey72, June 4
   • 1 reply
   • 837 views
   • 
   • EBP
   • June 5

3. A question about excluding participants from ACP Test.

   By Guest, February 9, 2001
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • February 12, 2001

4. a question on marketing

   By Guest advisorpage, December 17, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 17, 2001

5. A Real Doozy...

   By austin3515, October 20, 2011
   • 5 replies
   • 1.5k views
   • 
   • austin3515
   • October 21, 2011

6. A ridiculous situation

   By Belgarath, September 28, 2023
   • 2 replies
   • 536 views
   • 
   • Belgarath
   • September 29, 2023

7. A second match formula

   By JKW, June 18, 2015
   • 4 replies
   • 969 views
   • 
   • JKW
   • June 22, 2015

8. A sole proprietor (who has employees) is setting up a 401k plan. Any

   By Guest Juracek, December 7, 2000
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • December 19, 2000

9. A U.S. company has leased U.S. citizens in a foreign country. How are

   By Guest Leigh Lindsey, September 6, 2000
   • 3 replies
   • 1.9k views
   • 
   • pjkoehler
   • September 7, 2000

10. a way to avoid a plan audit?

    By betheeg, February 23, 2006
    • 19 replies
    • 7.4k views
    • 
    • betheeg
    • March 9, 2006

11. Abandoned Checks

    By Guest CK401K, July 2, 2014
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • July 9, 2014

12. Ability of Emplouer to Rescind its Notice of Discontinuance under a GI

    By Guest Edward McElroy, January 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • GBurns
    • January 15, 2000

13. Ability to defer 100% of compensation

    By Guest Diane DuFresne, October 8, 2002
    • 4 replies
    • 4.1k views
    • 
    • david rigby
    • October 8, 2002

14. Ability to Refund or Recharacterize '03 Defl Due to Failure of 401(a)(4) General Test

    By Guest Dash04, February 25, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2004

15. Ability to Repay Plan Loan or limiting loans based on P's salary

    By Casey, March 26, 2003
    • 8 replies
    • 1.2k views
    • 
    • Casey
    • March 27, 2003

16. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant, November 1, 2023
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 8, 2023

17. About a higher-wage participant’s age-based catch-up, what is an effective opportunity to elect against Roth contributions?

    By Peter Gulia, August 15
    • 3 replies
    • 650 views
    • 
    • justanotheradmin
    • August 15

18. About long-term part-time employees, interpreting Internal Revenue Code § 401(k)(2)(D)(ii) and § 401(k)(15)

    By Peter Gulia, June 14, 2023
    • 2 replies
    • 380 views
    • 
    • Peter Gulia
    • June 14, 2023

19. Abpt

    By Guest greggi39, December 5, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2002

20. ABT with US and PR plan

    By justatester, July 8, 2016
    • 0 replies
    • 579 views
    • 
    • justatester
    • July 8, 2016

21. ABT-Imputing Disparity

    By Guest dietpepsi, December 10, 2002
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • January 9, 2003

22. Abusing the match safe harbor: Does low NHCE participation result in

    By Guest michaelv, April 2, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2001

23. ACA - not an EACA or a QACA and Notice Requirements

    By CLE401kGuy, November 25, 2013
    • 3 replies
    • 3k views
    • 
    • Belgarath
    • November 26, 2013

24. ACA Mid Year

    By Doghouse, July 10, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 10, 2009

25. ACA mid year auto escalation - notice timing?

    By WCC, July 1, 2024
    • 1 reply
    • 445 views
    • 
    • C. B. Zeller
    • July 1, 2024

26. ACA Notice

    By Safeharbor29, June 1, 2015
    • 1 reply
    • 738 views
    • 
    • Flyboyjohn
    • June 1, 2015

27. ACA Notification

    By Guest Hgreer, May 6, 2013   

    • Automatic
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 6, 2013

28. ACA vs EACA

    By blue, November 7, 2007
    • 3 replies
    • 8.4k views
    • 
    • blue
    • November 8, 2007

29. ACA, EACA, QACA

    By PMC, December 18, 2007
    • 2 replies
    • 10.8k views
    • 
    • Guest
    • February 19, 2008

30. ACAs, QACAs & EACAs

    By Tom Poje, September 8, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 30, 2009

31. Accelerated eligibility/new employee not yet an HCE

    By preErisa, December 15, 2003
    • 35 replies
    • 4.9k views
    • 
    • Mike Preston
    • December 18, 2003

32. Accelerated Vesting due to EGTRRA

    By Guest Sara H, March 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • March 11, 2002

33. Accept a rollover or not?

    By TBob, March 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 9, 2005

34. Acceptance of Electronic Beneficiary Designation Forms

    By Guest TroyRiley, June 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2004

35. Accepting 403 b money into a 401 k plan

    By Guest Pully, February 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 3, 2000

36. Access Old IRS "Retirement News for Employers" Newsletter

    By EmpbAF, January 23, 2021
    • 2 replies
    • 669 views
    • 
    • EmpbAF
    • January 25, 2021

37. Access to Safe Harbor money

    By Guest Hartnett123, January 14, 2004
    • 9 replies
    • 1.9k views
    • 
    • ccassetty
    • January 15, 2004

38. Account balance definition for loans

    By Guest Lawrence_Groves, March 18, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • March 18, 2004

39. Account set up for mega back door Roth

    By Santo Gold, December 14, 2022
    • 7 replies
    • 734 views
    • 
    • CuseFan
    • December 16, 2022

40. Account Summary

    By Archimage, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • maverick
    • April 10, 2002

41. Account title for individual 401K plans

    By vacat, January 26, 2021
    • 9 replies
    • 2.3k views
    • 
    • vacat
    • January 30, 2021

42. Accountant will not release Plan audit

    By kshaw, October 7
    • 5 replies
    • 945 views
    • 
    • kshaw
    • October 14

43. Accountant's audit needed? Brother-sister group of more than 100 emplo

    By Guest Don J. Smith, July 12, 2000
    • 3 replies
    • 1.6k views
    • 
    • lkpittman
    • August 23, 2000

44. Accountant's Opinion

    By Guest HRGuyinSF, March 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • March 8, 2007

45. Accredited Professional Corporation and SE Income

    By justanotheradmin, August 22
    • 2 replies
    • 2.9k views
    • 
    • CuseFan
    • August 25

46. Accrual of benefits for plan using the elapsed time method for the purpose of sharing in allocations or contributions

    By Guest Jane Freeman, August 11, 2004
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • August 11, 2004

47. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1k views
    • 
    • thepensionmaven
    • April 10, 2018

48. Accrued Interest calculation for loan correction under VCP

    By LMD1, May 10, 2015
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • May 10, 2015

49. Accrued to Date testing

    By John Feldt ERPA CPC QPA, August 23, 2012
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • August 31, 2012

50. Accrued Vacation as Contribution?

    By austin3515, May 9, 2018
    • 12 replies
    • 4k views
    • 
    • austin3515
    • May 9, 2018