401(k) Plans

19,319 topics in this forum

1. Tiered match tied to service, not amount of deferrals

   By Guest TaxedToDeath, July 11, 2011
   • 8 replies
   • 3.5k views
   • 
   • Guest
   • July 14, 2011

2. Safe Harbor NonElective

   By thepensionmaven, May 8, 2017
   • 16 replies
   • 3.5k views
   • 
   • Tom Poje
   • May 16, 2017

3. HEART and Qualified Reservist Distributions

   By Guest Statler, February 4, 2010
   • 1 reply
   • 3.5k views
   • 
   • 401K_AZ
   • March 26, 2015

4. 401K contributions cut off due to $10,500 limit but not restarted in n

   By Guest netadmin, November 28, 2001
   • 12 replies
   • 3.5k views
   • 
   • Guest
   • December 4, 2001

5. Are all Eligible Employees entitled to a QNEC, or can you carve out the otherwise excludable employees?

   By Guest CAP, February 18, 2005
   • 9 replies
   • 3.5k views
   • 
   • austin3515
   • February 19, 2005

6. Short Plan Year and Proration

   By justatester, April 27, 2021
   • 5 replies
   • 3.5k views
   • 
   • Lou S.
   • August 12, 2021

7. New TPA: what is transferred?

   By Guest Key Lime Pie, December 12, 2009
   • 24 replies
   • 3.5k views
   • 
   • Below Ground
   • December 21, 2009

8. Davis Bacon / Prevailing Wage Plan with safe harbor nonelective offset

   By mattmc82, June 22, 2018
   • 3 replies
   • 3.5k views
   • 
   • ETA Consulting LLC
   • June 24, 2018

9. Stock Options and 415 Comp

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

10. Segregated 401(k) Accounts

    By Saiai, September 11, 2013   

    • segregated account
    • 1 reply
    • 3.5k views
    • 
    • ETA Consulting LLC
    • September 11, 2013

11. Aggregation of Plan for Top Heavy

    By Lori Foresz, February 11, 2009
    • 10 replies
    • 3.5k views
    • 
    • jpod
    • August 12, 2009

12. 401(k) receivable contributions and the ADP test

    By Guest dubya, January 21, 2002
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • January 21, 2002

13. Freeze a 401(k) plan

    By sb0828, December 28, 2018   

    • freeze
    • 7 replies
    • 3.5k views
    • 
    • Larry Starr
    • January 3, 2019

14. Employer Match - Last Day Rule

    By Alex Daisy, January 21, 2009
    • 10 replies
    • 3.5k views
    • 
    • PLAN MAN
    • January 27, 2009

15. can US citizen residing abroad serve as trustee of own solo 401(k) ?

    By JJA, October 16, 2015
    • 5 replies
    • 3.5k views
    • 
    • JJA
    • October 18, 2015

16. Plan Amendments after the Plan Year

    By Guest Marjorie Rogers, February 23, 1999
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • February 26, 1999

17. two jobs-- one with 401K, one with 457-- two maximums?

    By Guest indie doc, November 17, 2007
    • 6 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2010

18. ADP Test in Control Groups

    By Guest JF, May 26, 2000
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 26, 2000

19. Hardship for purchase of principal residence

    By austin3515, May 1, 2018
    • 15 replies
    • 3.5k views
    • 
    • Larry Starr
    • May 2, 2018

20. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.5k views
    • 
    • Luke Bailey
    • April 7, 2020

21. ADP refunds, Pre-Tax,a dn ROth Deferrals

    By buckaroo, November 1, 2006
    • 2 replies
    • 3.5k views
    • 
    • Appleby
    • November 1, 2006

22. Prefunding Contributions

    By Guest Paul Hinderegger, June 25, 1999
    • 2 replies
    • 3.5k views
    • 
    • Ervin Barham
    • June 25, 1999

23. How to find old 401k balances prior to marriage to do a QDRO

    By Nicole777, August 22, 2024
    • 5 replies
    • 3.5k views
    • 
    • Gina Alsdorf
    • August 26, 2024

24. EGTRRA 415 limits for non-calendar year plans

    By Brenda Wren, July 25, 2001
    • 5 replies
    • 3.5k views
    • 
    • Effen
    • February 18, 2004

25. QSLOB

    By 30Rock, August 25, 2011
    • 2 replies
    • 3.5k views
    • 
    • ESOP Guy
    • August 25, 2011

26. Matching Catchup Contributions

    By Guest jae3207, February 23, 2006
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • March 8, 2006

27. 2021 distribution under 2020 CRD rules??

    By WCC, March 2, 2021
    • 3 replies
    • 3.5k views
    • 
    • Luke Bailey
    • March 3, 2021

28. Allocation vs Accural For ABT & General Test

    By justatester, October 12, 2012
    • 2 replies
    • 3.5k views
    • 
    • Mike Preston
    • October 13, 2012

29. Merger of non-safe harbor 401(k) plan into safe harbor 401(k) plan

    By Guest PGH.ERISA, March 24, 2008
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • March 25, 2008

30. Missed deferrals - do they go into ADP test?

    By AKconsult, June 1, 2016
    • 3 replies
    • 3.5k views
    • 
    • SavingsRUS
    • June 2, 2016

31. Employer has been notified of "invalid" SSNs

    By cheersmate, April 17, 2019   

    • illegal aliens
    • invalid ssn
    • 7 replies
    • 3.5k views
    • 
    • cheersmate
    • April 23, 2019

32. Terminating Plan

    By Guest lforesz, May 12, 2003
    • 8 replies
    • 3.5k views
    • 
    • g8r
    • May 21, 2003

33. Negative Election

    By Guest worr, May 26, 1999
    • 11 replies
    • 3.5k views
    • 
    • Kirk Maldonado
    • January 24, 2002

34. Partnership Contribution Deductions

    By Guest SHP, April 9, 2001
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • April 12, 2001

35. earnings on a 415 refund

    By fiona1, September 23, 2008
    • 1 reply
    • 3.5k views
    • 
    • Lou S.
    • September 23, 2008

36. Self-Employed Owner and payroll period match

    By Guest HMoore, August 11, 2005
    • 8 replies
    • 3.5k views
    • 
    • E as in ERISA
    • November 16, 2005

37. Qualified Termination Administrtors (QTA)

    By Guest Midas, June 2, 2005
    • 8 replies
    • 3.5k views
    • 
    • AndyH
    • June 8, 2005

38. Amendment to add otherwise ineligible participant

    By Guest Powers, March 19, 2007
    • 16 replies
    • 3.5k views
    • 
    • austin3515
    • March 21, 2007

39. What is contained in a "Successor Trustee Letter"?

    By Guest kgsingletary, February 16, 2001
    • 1 reply
    • 3.5k views
    • 
    • RayRay
    • May 29, 2019

40. Long-Term PArt-Time Employees

    By austin3515, May 22, 2023
    • 26 replies
    • 3.5k views
    • 
    • Paul I
    • May 25, 2023

41. CARES Act - Loan Provisions

    By nerd-party-administrator, April 15, 2020
    • 30 replies
    • 3.4k views
    • 
    • Luke Bailey
    • June 21, 2020

42. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

43. Completely Remove Illiquid Private Company Stock from Plan

    By Anagoge, November 28, 2013
    • 9 replies
    • 3.4k views
    • 
    • BG5150
    • December 3, 2013

44. Maximum Suspension for Hardship Distribution

    By bvhea, May 24, 2006
    • 13 replies
    • 3.4k views
    • 
    • bvhea
    • May 25, 2006

45. W2 Box 12, Code W

    By Dennis Povloski, April 29, 2016
    • 4 replies
    • 3.4k views
    • 
    • spiritrider
    • May 1, 2016

46. Vesting and Early Retirement Age

    By Guest robynkash, April 25, 2001
    • 4 replies
    • 3.4k views
    • 
    • RCK
    • April 3, 2003

47. Terminating a 401(k) Plan

    By Madison71, March 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • June 9, 2008

48. Bottom Up QNEC Question

    By Vlad401k, June 8, 2017
    • 2 replies
    • 3.4k views
    • 
    • Tom Poje
    • June 8, 2017

49. 401k Eligibility - Layoff & Rehire

    By TimR, June 6, 2018   

    • 401(k)
    • eligibility
    • (and 1 more)

      Tagged with:

      • 401(k)
      • eligibility
      • rehire
    • 5 replies
    • 3.4k views
    • 
    • Larry Starr
    • June 6, 2018

50. QACA Automatic Enrollment Increase

    By DTH, September 17, 2008
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • September 17, 2008