401(k) Plans

19,275 topics in this forum

1. Matching Catchup Contributions

   By Guest jae3207, February 23, 2006
   • 10 replies
   • 3.4k views
   • 
   • Guest
   • March 8, 2006

2. New plan after plan termination

   By Guest Achilles, July 29, 2008
   • 8 replies
   • 3.4k views
   • 
   • Guest
   • February 2, 2009

3. QSLOB

   By 30Rock, August 25, 2011
   • 2 replies
   • 3.4k views
   • 
   • ESOP Guy
   • August 25, 2011

4. Amendment to add otherwise ineligible participant

   By Guest Powers, March 19, 2007
   • 16 replies
   • 3.4k views
   • 
   • austin3515
   • March 21, 2007

5. Freeze a 401(k) plan

   By sb0828, December 28, 2018   

   • freeze
   • 7 replies
   • 3.4k views
   • 
   • Larry Starr
   • January 3, 2019

6. Vesting and Early Retirement Age

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

7. Negative Election

   By Guest worr, May 26, 1999
   • 11 replies
   • 3.4k views
   • 
   • Kirk Maldonado
   • January 24, 2002

8. QACA Automatic Enrollment Increase

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

9. 401k death distribution, life insurance, RMD & 1099r

   By SusanKD, January 11, 2013
   • 2 replies
   • 3.4k views
   • 
   • mbozek
   • January 12, 2013

10. Safe Harbor Match Calculation

    By 52626, April 23, 2013
    • 5 replies
    • 3.4k views
    • 
    • K2retire
    • April 25, 2013

11. Blackout notice

    By Guest jim williams, August 11, 2005
    • 10 replies
    • 3.4k views
    • 
    • R. Butler
    • August 11, 2005

12. Terminating a 401(k) Plan

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

13. Top Heavy Allocation Compensation

    By Guest Henry Schneider, January 14, 1999
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • January 16, 1999

14. Severance from Employment

    By Guest CharlieLaur, August 19, 2008
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 20, 2008

15. 415 Comp / Back Wages

    By austin3515, April 10, 2013
    • 2 replies
    • 3.4k views
    • 
    • austin3515
    • April 10, 2013

16. Maximum Suspension for Hardship Distribution

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

17. Bottom Up QNEC Question

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

18. Safe Harbor Match Calculation- Need Help

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

19. How to Eliminate In-Service Distributions in 401(k) in a Merger?

    By Guest woodchuck, April 22, 2008
    • 8 replies
    • 3.4k views
    • 
    • BG5150
    • April 25, 2008

20. Incompetent IRS Auditor Upsets Client

    By Guest deathbycashcall, March 31, 2005
    • 13 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

21. ADP, ACP refunds and Top Heavy

    By CLE401kGuy, January 30, 2014
    • 1 reply
    • 3.4k views
    • 
    • BG5150
    • January 30, 2014

22. Form 5330 and Late Contributions

    By Guest moorhan, August 29, 2001
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • August 29, 2001

23. Match Forfeiture reinstate

    By alexa, April 21, 2008
    • 7 replies
    • 3.4k views
    • 
    • BG5150
    • April 22, 2008

24. EIN Number for Form 5500

    By Stash026, December 18, 2020
    • 3 replies
    • 3.4k views
    • 
    • BobbyV
    • December 22, 2020

25. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.4k views
    • 
    • Luke Bailey
    • April 7, 2020

26. Amend entry date from quarterly to semi-annual

    By MarZDoates, September 18, 2018
    • 21 replies
    • 3.4k views
    • 
    • Larry Starr
    • September 22, 2018

27. Employer has been notified of "invalid" SSNs

    By cheersmate, April 17, 2019   

    • illegal aliens
    • invalid ssn
    • 7 replies
    • 3.4k views
    • 
    • cheersmate
    • April 23, 2019

28. Plan Document Signature Requirements

    By Guest CRA, May 5, 2003
    • 10 replies
    • 3.4k views
    • 
    • g8r
    • May 7, 2003

29. Hardship Distribution Suspension Period

    By austin3515, June 4, 2007
    • 6 replies
    • 3.4k views
    • 
    • masteff
    • June 5, 2007

30. 404(c) compliance

    By Guest Dolores Lawrence, February 28, 2003
    • 13 replies
    • 3.4k views
    • 
    • KJohnson
    • March 31, 2003

31. Help with an RFP for 401k vendors

    By Guest Kerry, November 2, 1998
    • 3 replies
    • 3.4k views
    • 
    • LCARUSI
    • November 5, 1998

32. Prefunding Contributions

    By Safeharbor29, May 29, 2015
    • 2 replies
    • 3.4k views
    • 
    • Kevin C
    • May 29, 2015

33. form 5500 ez filing, no EIN only SSN

    By Lori H, October 3, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • October 6, 2008

34. Distribution of excess deferrals after correction period

    By J. Bringhurst, October 30, 2002
    • 19 replies
    • 3.4k views
    • 
    • Brian Gallagher
    • October 31, 2002

35. Short Plan Year and Proration

    By justatester, April 27, 2021
    • 5 replies
    • 3.4k views
    • 
    • Lou S.
    • August 12, 2021

36. Can fiduciary Liability Insurance be paid through the plan?

    By Guest Why, December 6, 2004
    • 5 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • December 7, 2004

37. Benefits, Rights & Features Testing

    By Guest Tad77, October 25, 2006
    • 4 replies
    • 3.4k views
    • 
    • ak2ary
    • October 26, 2006

38. Fidelity Bond Requirement

    By Guest James Osterhaus, September 6, 2001
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • September 12, 2001

39. Family attribution apply in Top Paid Group election?

    By kwalified, November 12, 2012
    • 8 replies
    • 3.4k views
    • 
    • BG5150
    • November 13, 2012

40. Self-Employed Owner and payroll period match

    By Guest HMoore, August 11, 2005
    • 8 replies
    • 3.4k views
    • 
    • E as in ERISA
    • November 16, 2005

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

    By mattmc82, June 22, 2018
    • 3 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • June 24, 2018

42. Default payment by employer.

    By Maureen Lilly, March 12, 2020
    • 15 replies
    • 3.4k views
    • 
    • Maureen Lilly
    • March 19, 2020

43. CARES Act - Loan Provisions

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

44. Safe Harbor 401(k) and Top Heavy Issue

    By chris, May 17, 2004
    • 14 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

45. 401k employee contributions

    By Guest CSJB, April 16, 2008
    • 2 replies
    • 3.4k views
    • 
    • masteff
    • April 16, 2008

46. 401k terminating; starting a SIMPLE

    By Santo Gold, January 25, 2019
    • 1 reply
    • 3.4k views
    • 
    • Luke Bailey
    • January 26, 2019

47. Top-heavy defined contribution minimums

    By lexi, March 15, 2007
    • 20 replies
    • 3.4k views
    • 
    • HarleyBabe
    • November 30, 2007

48. Profit Sharing Plan & Annuities

    By Guest Ddalk, May 30, 2003
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

49. Family Attribution-grandchild

    By Guest lindamichals, January 15, 2003
    • 6 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2003

50. Asset sale plan merger

    By R. Butler, December 1, 2014
    • 8 replies
    • 3.4k views
    • 
    • BW
    • December 4, 2014