401(k) Plans

19,275 topics in this forum

1. water and sewer shutoff notice Hardship Safe Harbor?

   By Jim Chad, August 15, 2012
   • 14 replies
   • 3.2k views
   • 
   • Lou S.
   • August 17, 2012

2. waving participation

   By Chippy, September 23, 2021
   • 10 replies
   • 1.3k views
   • 
   • Belgarath
   • September 24, 2021

3. Way too long for Withdrawal Check?

   By Guest planadmin101, December 17, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 17, 2001

4. We have a client who is a large steel mill - Company A. They currently have approx. 15 companies, which all but one is in .....................................

   By Guest jhilliard, June 14, 2004
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • June 14, 2004

5. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done?

   By Guest mmc, April 20, 2005
   • 6 replies
   • 1.6k views
   • 
   • RCK
   • April 21, 2005

6. We have both 401K & 403B

   By Guest AHECofaguy, January 26, 2009
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • January 27, 2009

7. Web Based Communications

   By Nassau, October 6, 2010
   • 1 reply
   • 945 views
   • 
   • david rigby
   • October 6, 2010

8. Web Based Training / Tutorials / ASG Rules

   By austin3515, February 1, 2019
   • 6 replies
   • 609 views
   • 
   • austin3515
   • February 5, 2019

9. Website w/ payroll illustrator showing immediate tax advantages of par

   By Guest susan w, November 8, 2000
   • 1 reply
   • 6.9k views
   • 
   • Guest
   • November 8, 2000

10. Weighted Average for ADP for Permissive Aggregation

    By MLML, April 2, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • April 3, 2013

11. Weighted Average Rate of Return

    By Guest mouellette, March 4, 2005
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • March 4, 2005

12. Weighted-Average for Control Group

    By Guest skim401k, January 10, 2012
    • 2 replies
    • 963 views
    • 
    • Guest
    • January 10, 2012

13. Weird issue with fund group

    By stevena, October 26, 2004
    • 4 replies
    • 1.4k views
    • 
    • stevena
    • October 27, 2004

14. Weird Matching Contribution Allocation Formula Issue

    By Guest Willy, December 21, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 9, 2010

15. Weird Participant Loans

    By austin3515, November 21, 2002
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • March 21, 2003
16. Weird QDRO Question

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

17. Weird situation...

    By stevena, September 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • September 29, 2005

18. Weird Vesting Rule

    By austin3515, July 27, 2021
    • 11 replies
    • 761 views
    • 
    • Bill Presson
    • July 27, 2021

19. Well I just got burned again by another attorney

    By Guest dulan, August 22, 2007
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • September 16, 2007

20. Wellcare 401(k)

    By joel, July 15, 2017
    • 1 reply
    • 563 views
    • 
    • david rigby
    • July 15, 2017

21. Went to a Corbel conference....

    By stevena, May 4, 2004
    • 11 replies
    • 2.1k views
    • 
    • mbozek
    • May 11, 2004

22. Were new retirement plan COLAs released for 2006?

    By Guest Boilerburm, October 18, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2005

23. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 6.6k views
    • 
    • Guest
    • February 21, 2009

24. what 'value' to you use when you have an annuity contract

    By cpc0506, August 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 2, 2013

25. What actually happens to the money involved in a death benefit when mi

    By John A, February 8, 2001
    • 2 replies
    • 2k views
    • 
    • KJohnson
    • February 8, 2001

26. What administrative expenses may be charged to a plan?

    By Guest Letocha, December 7, 2000
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2001

27. What are highly compensated employees

    By Guest natasa, May 26, 2007
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • May 30, 2007

28. What are my options for a 401k loan wrongly reported as defaulted

    By EM, January 2, 2020   

    • 401k loan
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 2, 2020

29. What are owners' options for starting a new plan after shutting down o

    By John A, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

30. What are safe-harbor notice requirements for brand new plan (but not n

    By John A, March 31, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 31, 2000

31. What are the 401(k) participant statement reporting requirements?

    By pbarrett, March 13, 2003
    • 4 replies
    • 2.4k views
    • 
    • BFree
    • March 13, 2003

32. What are the differences between a 401k rollover and a 401k transfer?

    By DonReynolds, July 1, 2015   

    • 401k
    • 401k rollover
    • 12 replies
    • 3k views
    • 
    • Mike Preston
    • July 6, 2015

33. What are the difficulties with 60-something catch-up elective deferrals?

    By Peter Gulia, December 23, 2022
    • 7 replies
    • 806 views
    • 
    • Peter Gulia
    • January 1, 2023

34. What are the notice requirements to employees when a matching contribution is suspended in mid-year?

    By katieinny, July 19, 2005
    • 0 replies
    • 998 views
    • 
    • katieinny
    • July 19, 2005

35. What are the tax effects of depositing profit sharing contributions pa

    By Guest Tara Curran, November 22, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 3, 2000

36. What can an employer do with unclaimed money?

    By Guest Adriana Hook, May 22, 2001
    • 7 replies
    • 2.6k views
    • 
    • AndyH
    • May 25, 2001

37. What comp to use for 25% deductibilty

    By BG5150, January 24, 2018
    • 2 replies
    • 631 views
    • 
    • Larry Starr
    • January 24, 2018

38. What Compensation is Match Based On?

    By Guest D Mitchell, February 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2001

39. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 13, 2015

40. What constitutes a legally binding Salary Reduction Agreement?

    By Guest efringe, August 19, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 1, 1999

41. What constitutes a separate division under the same desk rule?

    By Guest JWBrown, February 8, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2001

42. What constitutes separation from service?

    By Guest CJ, May 14, 1999
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • May 18, 1999

43. What costs are deductible in filing VFCP?

    By Jim Chad, April 2, 2009
    • 0 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 2, 2009

44. What counts towards making the 3% min TopHeavy contrib

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 30, 2001

45. What do with current 401K now that I'm starting a business

    By Guest Jack_Norton, March 6, 2001
    • 6 replies
    • 1.8k views
    • 
    • Bill Berke
    • March 6, 2001

46. What do you do if a person does not have enough money in his/her accou

    By Guest UKH, May 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 11, 2001

47. what do you do if DOL orders employer to pay overtime

    By k man, January 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2009

48. What do you do when a client cannot provide census data, then goes out

    By MR, August 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • August 23, 2000

49. What do YOU do when the client never submits the data required for testing/5500?

    By 401king, October 7, 2011
    • 2 replies
    • 917 views
    • 
    • shERPA
    • October 8, 2011

50. What do you do when...?

    By Guest ggbrock, November 9, 2009
    • 3 replies
    • 1.1k views
    • 
    • J Simmons
    • November 9, 2009