401(k) Plans

19,332 topics in this forum

1. 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

2. Associated Match w/ ADP Refund

   By fiona1, March 30, 2007
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   • fiona1
   • March 30, 2007

3. EPCRS

   By Nassau, April 3, 2008
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   • Nassau
   • April 3, 2008

4. 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

5. 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

6. Rehire with different eligibility by source

   By AlbanyConsultant, March 8, 2014
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   • 996 views
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   • AlbanyConsultant
   • March 8, 2014

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

   By Guest CMC9, March 13, 2002
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   • Guest
   • March 13, 2002

8. 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

9. 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

10. Roth 401(k) and Roth IRA

    By Guest kdwalls1, August 2, 2005
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    • Guest
    • August 2, 2005

11. Money purchase QNECs?

    By Guest qualified plan, October 16, 2005
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    • Guest
    • October 16, 2005

12. How is the match on excess deferrals treated?

    By Guest Pat Metallic, June 2, 2000
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    • Guest
    • June 2, 2000

13. allocated contracts

    By Guest twalters, July 3, 2001
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    • Guest
    • July 3, 2001

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

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

15. 401(k) funding deadline for partners/self-employed?

    By Guest squid23, March 28, 2006
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    • Guest
    • March 28, 2006

16. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
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    • Oh so SIMPLE
    • January 3, 2008

17. Davis-Bacon

    By Guest JLHKD, July 30, 2009
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    • Guest
    • July 30, 2009

18. Plain English coverage explanation

    By Guest TrustMe401k, June 2, 2000
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    • 1.3k views
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    • Guest
    • June 2, 2000

19. Correction of late 401(k) deposits after the VFC program

    By buckaroo, November 26, 2003
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    • 1.4k views
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    • buckaroo
    • November 26, 2003

20. Spanish Distribution Forms?

    By austin3515, January 25, 2011
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    • 1.1k views
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    • austin3515
    • January 25, 2011

21. Cash Balance/401(k) Plan Offset Arrangements

    By QNPG, February 25, 2011
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    • QNPG
    • February 25, 2011

22. Prevailing Wage - HCE Exclusion

    By kevind2010, March 22, 2011
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    • 1.3k views
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    • kevind2010
    • March 22, 2011

23. QNEC for new NHCE

    By jmartin, October 28, 2011
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    • 874 views
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    • jmartin
    • October 28, 2011

24. Initial short year due to SIMPLE-IRA plan

    By Belgarath, December 8, 2015
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    • 1.1k views
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    • Belgarath
    • December 8, 2015

25. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
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    • 1.6k views
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    • Jean
    • February 17, 2000

26. Hardship Questions - 1) if too little paid initially 2) include deferr

    By John A, June 2, 2000
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    • 1.3k views
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    • John A
    • June 2, 2000

27. deferring unused medical FSA to a 401(k)

    By Guest MES, January 9, 2002
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    • 1.3k views
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    • Guest
    • January 9, 2002

28. One-Time Opt Out by HCE Applies to Match/PS Contribution Only??

    By Christine Roberts, March 14, 2002
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    • 1.3k views
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    • Christine Roberts
    • March 14, 2002

29. Post-Tax vs. Pre-Tax

    By Guest Rosemary Raymer, September 30, 2002
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    • Guest
    • September 30, 2002

30. Compensation of employees of affiliated service groups after terminati

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

31. 401(k) Amendments on Account of Final Regs.

    By chris, October 17, 2005
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    • 1.2k views
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    • chris
    • October 17, 2005

32. Amended Prototype: When to file for determination letter?

    By Scott, January 17, 2007
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    • 1.3k views
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    • Scott
    • January 17, 2007

33. From DB to SH 401k Plan

    By DP, May 30, 2007
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    • 931 views
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    • DP
    • May 30, 2007

34. multiple employer plan and form 5558

    By cpc0506, October 8, 2013
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    • 852 views
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    • cpc0506
    • October 8, 2013

35. PPA and reporting updated vesting

    By Guest M. Martin, January 17, 2007
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    • Guest
    • January 17, 2007

36. Transfer to UK

    By four01kman, January 19, 2010
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    • 999 views
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    • four01kman
    • January 19, 2010

37. Safe harbor wait and see approach with coverage issue

    By Guest matt2800, October 26, 2010
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    • Guest
    • October 26, 2010

38. Plan loan

    By BW, October 14, 2019
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    • 629 views
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    • BW
    • October 14, 2019

39. Plan adminstrators

    By Guest halencourt, September 4, 2001
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    • Guest
    • September 4, 2001

40. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
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    • 1.8k views
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    • Jim Chad
    • September 25, 2001

41. Safe Harbor Contribution for 1st Year - Compensation Used

    By Guest KMP, July 8, 2002
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    • 1.2k views
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    • Guest
    • July 8, 2002

42. Davis-Bacon 401(k)

    By Guest merlin, November 6, 2002
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    • 1.5k views
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    • Guest
    • November 6, 2002

43. Revisiting the definition of compensation for 3% safe harbor

    By jkharvey, March 2, 2004
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    • 966 views
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    • jkharvey
    • March 2, 2004

44. special coverage rules

    By Guest JBeck, June 15, 2004
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    • 947 views
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    • Guest
    • June 15, 2004

45. Declaration of Trust for Coll Inv Fund

    By Guest expertnovice, May 30, 2007
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    • Guest
    • May 30, 2007

46. FAS 157

    By Guest CRM, June 2, 2009
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    • Guest
    • June 2, 2009

47. Safe Harbor Hardship and Compensation

    By Below Ground, May 12, 2010
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    • 1k views
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    • Below Ground
    • May 12, 2010

48. 401K Loan to Charity

    By Guest John P., November 7, 2012
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    • 969 views
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    • Guest
    • November 7, 2012

49. 6/30 FISCAL YR, HAD SIMPLE WANTS SH401K

    By cheersmate, March 10, 2019   

    • simple plan
    • 401k plan
    • (and 1 more)

      Tagged with:

      • simple plan
      • 401k plan
      • overlapping plans deduction considerations
    • 0 replies
    • 366 views
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    • cheersmate
    • March 10, 2019

50. Excluded Employers of a 401(k) Plan

    By Guest RS Vatalaro, June 29, 1999
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    • 1.6k views
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    • Guest
    • June 29, 1999