401(k) Plans

19,317 topics in this forum

1. 401K Plans -- Prohibited Transactions

   By Guest John P., April 2, 2012
   • 0 replies
   • 847 views
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   • Guest
   • April 2, 2012

2. Puerto Rican employees in US 401k

   By k man, October 7, 2013
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   • k man
   • October 7, 2013

3. 5500 Schedule C Question

   By Madison71, August 6, 2018
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   • 480 views
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   • Madison71
   • August 6, 2018

4. Testing Bro-Sis Co.s in separate plans

   By Guest Iwonder, January 6, 2006
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   • 1.1k views
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   • Guest
   • January 6, 2006

5. 408(b)(2) and PEOs

   By Christine Roberts, June 24, 2012
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   • 1.1k views
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   • Christine Roberts
   • June 24, 2012

6. Non-Electing Church 401(k) Testing

   By oldman, July 9, 2013
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   • 1.4k views
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   • oldman
   • July 9, 2013

7. Two different matching Formulas

   By heygents, June 23, 2015
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   • 943 views
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   • heygents
   • June 23, 2015

8. EACA and Auto Escalation

   By 52626, November 10, 2017
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   • 52626
   • November 10, 2017

9. Employer ability to change discretionary match

   By Guest Bob Miller, February 16, 2000
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   • 1.4k views
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   • Guest
   • February 16, 2000

10. Way too long for Withdrawal Check?

    By Guest planadmin101, December 17, 2001
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    • Guest
    • December 17, 2001

11. VCP sample participant communication

    By Guest cody, April 13, 2005
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    • 1.1k views
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    • Guest
    • April 13, 2005

12. SHNE - Eligible Participants

    By Guest saotampa, February 5, 2008
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    • 1.4k views
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    • Guest
    • February 5, 2008

13. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 401(k)
    • 0 replies
    • 729 views
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    • Peter Gulia
    • November 10, 2014

14. starting a 2017 safe harbor - missed deadline

    By Santo Gold, November 10, 2017
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    • 533 views
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    • Santo Gold
    • November 10, 2017

15. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach, March 14, 2024
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    • 488 views
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    • oberwolfach
    • March 14, 2024

16. QSLP Matching Contribution Frequency

    By Interested Party, September 17, 2024
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    • 309 views
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    • Interested Party
    • September 17, 2024

17. Can a plan sponsor currently make an election retroactive to 1/1/2000,

    By Guest ROB VIDOVICH, December 20, 2000
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    • 1.3k views
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    • Guest
    • December 20, 2000

18. life insurance in a qualified plan for the self-employed individual.

    By MR, March 28, 2002
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    • 1.3k views
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    • MR
    • March 28, 2002

19. Suspension of Accrual to pass 410

    By Alf, April 1, 2004
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    • 1k views
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    • Alf
    • April 1, 2004

20. Defined Contribution Plan

    By Guest cconnell, September 25, 2006
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    • 1.1k views
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    • Guest
    • September 25, 2006

21. Safe Harbor Plan Termination Short Plan Year

    By Guest SRH, February 5, 2008
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    • 1.3k views
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    • Guest
    • February 5, 2008

22. 2008 402(g) Refund

    By Alex Daisy, May 1, 2009
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    • 1.1k views
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    • Alex Daisy
    • May 1, 2009

23. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
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    • 1.1k views
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    • RRB
    • January 22, 2013

24. undoing a plan termination

    By Draper55, September 17, 2024
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    • 326 views
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    • Draper55
    • September 17, 2024

25. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
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    • 1k views
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    • Guest
    • July 8, 2002

26. 401(k): Are you planning on matching employee contributions this year?

    By Guest Dave Hold, October 16, 2003
    • 0 replies
    • 924 views
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    • Guest
    • October 16, 2003

27. 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
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    • 1.3k views
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    • Guest
    • March 2, 2004

28. Vesting changing from hours method to elapsed time.

    By FundeK, April 23, 2004
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    • 3.2k views
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    • FundeK
    • April 23, 2004

29. document amendments not signed

    By Guest Dan Kutzke, September 26, 2007
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    • 1.2k views
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    • Guest
    • September 26, 2007

30. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie, November 5, 2012
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    • 2k views
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    • Guest
    • November 5, 2012

31. foreign language assistance

    By Guest PeterGulia, January 16, 1999
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    • 1.7k views
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    • Guest
    • January 16, 1999

32. Tech Companies & 401k Match

    By Guest Barb5494@aol.com, November 28, 2001
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    • 1.4k views
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    • Guest
    • November 28, 2001

33. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
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    • 1.3k views
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    • Guest
    • January 25, 2002

34. ESOP - liability of Trustee

    By fidu, February 25, 2002
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    • 1.4k views
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    • fidu
    • February 25, 2002

35. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam, November 17, 2025   

    • 401k
    • qnec
    • (and 1 more)

      Tagged with:

      • 401k
      • qnec
      • top heavy
    • 0 replies
    • 258 views
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    • swam
    • November 17, 2025

36. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
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    • 1.2k views
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    • FJR
    • January 31, 2003

37. Associated Match w/ ADP Refund

    By fiona1, March 30, 2007
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    • 1.8k views
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    • fiona1
    • March 30, 2007

38. EPCRS

    By Nassau, April 3, 2008
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    • 1.9k views
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    • Nassau
    • April 3, 2008

39. Qualified Reservist Distribution apply to QNECs?

    By Trekker, August 26, 2009
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    • 1.7k views
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    • Trekker
    • August 26, 2009

40. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
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    • 1.1k views
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    • Rob P
    • January 22, 2013

41. Rehire with different eligibility by source

    By AlbanyConsultant, March 8, 2014
    • 0 replies
    • 993 views
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    • AlbanyConsultant
    • March 8, 2014

42. Safe Harbor "testing" for Early Entry participants?

    By Guest CMC9, March 13, 2002
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    • 1.3k views
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    • Guest
    • March 13, 2002

43. pre-ERISA money purchase pension plan with 401(k) features

    By Theresa Lynn, December 8, 2004
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    • 2k views
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    • Theresa Lynn
    • December 8, 2004

44. Can a company from US Territories adopt a plan from here?

    By Rai401k, June 8, 2005
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    • 1.4k views
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    • Rai401k
    • June 8, 2005

45. Roth 401(k) and Roth IRA

    By Guest kdwalls1, August 2, 2005
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    • 1.2k views
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    • Guest
    • August 2, 2005

46. Money purchase QNECs?

    By Guest qualified plan, October 16, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • October 16, 2005

47. How is the match on excess deferrals treated?

    By Guest Pat Metallic, June 2, 2000
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    • 1.4k views
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    • Guest
    • June 2, 2000

48. allocated contracts

    By Guest twalters, July 3, 2001
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    • 2.1k views
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    • Guest
    • July 3, 2001

49. New Rollovers: IRA, 403(b) etc.

    By Guest Sehrl, December 18, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • December 18, 2001

50. 401(k) funding deadline for partners/self-employed?

    By Guest squid23, March 28, 2006
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    • 1.5k views
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    • Guest
    • March 28, 2006