401(k) Plans

19,317 topics in this forum

1. 401(k) Maintained by LLC

   By chris, September 5, 2001
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   • 1.5k views
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   • chris
   • September 5, 2001

2. Help with unsolicited distribution

   By Guest wetdog, November 14, 2005
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   • 1.5k views
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   • Guest
   • November 14, 2005

3. QACA safe harbor with delayed match eligibility

   By MWeddell, December 18, 2009
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   • 1.4k views
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   • MWeddell
   • December 18, 2009

4. deferrals by a terminated employee

   By WCC, March 12, 2014   

   • no 2 1/2 month inclusion
   • 0 replies
   • 890 views
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   • WCC
   • March 12, 2014

5. Participating Employer Adoption Discretionary Amendment

   By austin3515, January 19, 2015
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   • 1.2k views
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   • austin3515
   • January 19, 2015

6. 414(s) and preparticipation compensation

   By LIBERTYKID, May 25, 2016
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   • 808 views
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   • LIBERTYKID
   • May 25, 2016

7. Emergency Medical Service Personnel definition

   By spiritrider, November 20, 2018
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   • 248 views
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   • spiritrider
   • November 20, 2018

8. Data Loss Prevention / MimeCast

   By austin3515, October 16, 2020
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   • 392 views
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   • austin3515
   • October 16, 2020

9. Sponsor/Participant Reaction to Market Volatility

   By LCARUSI, August 30, 1998
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   • 5.6k views
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   • LCARUSI
   • August 30, 1998

10. Lower Safe Harbor for a HCE?

    By Guest Thornton, January 10, 2002
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    • 1.3k views
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    • Guest
    • January 10, 2002

11. Trust Deed

    By Lori Foresz, November 10, 2003
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    • 1k views
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    • Lori Foresz
    • November 10, 2003

12. Participant being paid was not sent the enrollment package because he

    By John A, December 4, 2000
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    • 1.3k views
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    • John A
    • December 4, 2000

13. Multiple Contribution Formulas within a Single Plan

    By Guest Ralph, September 5, 2001
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    • 1.3k views
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    • Guest
    • September 5, 2001

14. Mandatory Victims Restitution Act "MVRA" of 1996

    By Guest Tim Breedlove, October 19, 2001
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    • 2.6k views
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    • Guest
    • October 19, 2001

15. Mistake in Safe Harbor notice

    By jquazza, March 18, 2004
    • 0 replies
    • 978 views
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    • jquazza
    • March 18, 2004

16. Tax Reporting - Hardship

    By wmyer, March 29, 2005
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    • 1.1k views
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    • wmyer
    • March 29, 2005

17. Order of Deferral and Contribution

    By Guest Lawrenceg, January 19, 2007
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    • 1.2k views
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    • Guest
    • January 19, 2007

18. Correcting deferral percentage

    By Bobp, July 27, 2016
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    • 671 views
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    • Bobp
    • July 27, 2016

19. Missed Deferrals and Confirmation of Corrections

    By 30Rock, March 6, 2018
    • 0 replies
    • 789 views
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    • 30Rock
    • March 6, 2018

20. Procedure for elective deferrals for leased employees?

    By John A, February 25, 2000
    • 0 replies
    • 1.6k views
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    • John A
    • February 25, 2000

21. Timing of an amendment to change to current year testing after the exp

    By KJohnson, February 23, 2001
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    • 1.5k views
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    • KJohnson
    • February 23, 2001

22. SIMPLE 401k

    By Guest bubs, August 16, 2001
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    • 1.4k views
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    • Guest
    • August 16, 2001

23. Withdrawing company stock from 401(k) plans

    By Guest DMR, September 5, 2001
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    • 1.4k views
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    • Guest
    • September 5, 2001

24. Leased Employee Question

    By Guest bgiles, February 4, 2003
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    • 982 views
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    • Guest
    • February 4, 2003

25. Separate plans of the same employer passing 410(b)

    By Guest Gompers, September 5, 2006
    • 0 replies
    • 995 views
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    • Guest
    • September 5, 2006

26. Excess Contribution

    By Guest elang, April 9, 2012
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    • 830 views
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    • Guest
    • April 9, 2012

27. 401(K)- Need guideliness for inclusion of agency temps in company plan

    By Guest JWAGNER, June 20, 2000
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    • 1.5k views
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    • Guest
    • June 20, 2000

28. Employee Stock Purchase Plans (ESSP) and Family Medical Leave Act

    By Guest jennifer mitchell, August 22, 2000
    • 0 replies
    • 2.1k views
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    • Guest
    • August 22, 2000

29. 401(k) and church plan

    By Guest susa, April 15, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • April 15, 2003

30. Florida Tax on Participant Loans

    By Guest Rick Menson, July 16, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • July 16, 1999

31. Personal liability under ERISA for civil and or criminal penalties

    By fidu, February 4, 2003
    • 0 replies
    • 1.2k views
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    • fidu
    • February 4, 2003

32. Coverage change and adp testing

    By Guest cosmo1215, November 19, 2004
    • 0 replies
    • 949 views
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    • Guest
    • November 19, 2004

33. Operational Failure / Bottom-Up

    By fiona1, October 19, 2005
    • 0 replies
    • 1.5k views
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    • fiona1
    • October 19, 2005

34. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy, February 4, 2021
    • 0 replies
    • 367 views
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    • compliancecrazy
    • February 4, 2021

35. Are employees of a company that uses a PEO considered to have terminat

    By Guest kstorch, July 26, 2000
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    • 1.4k views
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    • Guest
    • July 26, 2000

36. Anyone have a survey to determine how much participation there would be for a proposed 401(k) plan?

    By Guest linden2522, September 29, 2003
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    • 1k views
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    • Guest
    • September 29, 2003

37. No S-8 if matching shares

    By Fortunate Freddy, July 29, 2021
    • 0 replies
    • 411 views
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    • Fortunate Freddy
    • July 29, 2021

38. Do receivables count as compensation?

    By Guest Phil L, November 17, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • November 17, 1999

39. Auto Enrollment Trends

    By TPApril, September 21, 2023
    • 0 replies
    • 357 views
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    • TPApril
    • September 21, 2023

40. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing, July 19, 2024
    • 0 replies
    • 357 views
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    • RatherBeGolfing
    • July 19, 2024

41. Warning: High Explosives! redux. Another article/study appears.

    By Guest tschenk, September 14, 2000
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    • 1.5k views
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    • Guest
    • September 14, 2000

42. Leased Employees and HCE determination

    By Guest andmik, April 30, 2001
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    • 1.5k views
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    • Guest
    • April 30, 2001

43. Safe Harbor and Multiple employers

    By Guest cbcadmin, January 10, 2002
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    • 1.2k views
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    • Guest
    • January 10, 2002

44. Does stock held in a trust count toward HCE status for ADP testing pur

    By Guest MAWalsh, March 15, 2002
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    • 1.6k views
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    • Guest
    • March 15, 2002

45. 1099 and loan default

    By Guest andmik, May 9, 2002
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    • 1.4k views
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    • Guest
    • May 9, 2002

46. EGTRRA and Comp Limit

    By Guest CRC02, May 6, 2003
    • 0 replies
    • 965 views
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    • Guest
    • May 6, 2003

47. 415 Violation/Refunds

    By Guest padmin, January 13, 2004
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    • 1.3k views
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    • Guest
    • January 13, 2004

48. Conrolled Group - Excluded MemberPlan design – 12/31 PYE, DF & MT (no hours or EOY requirements), 21 & l YOS, enter semiannually.

    By blue, September 6, 2006
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    • 1.1k views
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    • blue
    • September 6, 2006

49. EFAST status check

    By PainPA, August 5, 2010
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    • 1.2k views
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    • PainPA
    • August 5, 2010

50. Cash buyout of Life Ins included as compensation?

    By kmhaab, January 19, 2017
    • 0 replies
    • 356 views
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    • kmhaab
    • January 19, 2017