401(k) Plans

19,317 topics in this forum

1. Weighted Average Rate of Return

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

2. Weighted-Average for Control Group

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

3. Weird issue with fund group

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

4. Weird Matching Contribution Allocation Formula Issue

   By Guest Willy, December 21, 2009
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • February 9, 2010

5. Weird Participant Loans

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

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

7. Weird situation...

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

8. Weird Vesting Rule

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

9. Well I just got burned again by another attorney

   By Guest dulan, August 22, 2007
   • 8 replies
   • 3.2k views
   • 
   • Guest
   • September 16, 2007

10. Wellcare 401(k)

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

11. Went to a Corbel conference....

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

12. Were new retirement plan COLAs released for 2006?

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

13. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 6.7k views
    • 
    • Guest
    • February 21, 2009

14. 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

15. 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

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

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

17. What are highly compensated employees

    By Guest natasa, May 26, 2007
    • 5 replies
    • 2.6k views
    • 
    • BG5150
    • May 30, 2007

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

    By EM, January 2, 2020   

    • 401k loan
    • 3 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 2, 2020

19. 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

20. 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

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

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

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

    By DonReynolds, July 1, 2015   

    • 401k
    • 401k rollover
    • 12 replies
    • 3.1k views
    • 
    • Mike Preston
    • July 6, 2015

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

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

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

    By katieinny, July 19, 2005
    • 0 replies
    • 1k views
    • 
    • katieinny
    • July 19, 2005

25. 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

26. What can an employer do with unclaimed money?

    By Guest Adriana Hook, May 22, 2001
    • 7 replies
    • 2.7k views
    • 
    • AndyH
    • May 25, 2001

27. What comp to use for 25% deductibilty

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

28. What Compensation is Match Based On?

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

29. What compensation is used for General Testing?

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

30. What constitutes a legally binding Salary Reduction Agreement?

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

31. 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

32. What constitutes separation from service?

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

33. What costs are deductible in filing VFCP?

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

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

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

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

    By Guest Jack_Norton, March 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Bill Berke
    • March 6, 2001

36. 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

37. 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

38. 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

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

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

40. What do you do when...?

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

41. What do you do with a SIMPLE 401(k) plan with forfeitures from previou

    By Guest Cato, January 5, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 9, 2001

42. What do you think about a requirement to use an automatic-contribution arrangement?

    By Peter Gulia, May 20, 2022   

    • automatic-contribution; automatic enrollment
    • 13 replies
    • 951 views
    • 
    • BenefitJack
    • May 30, 2022

43. What does "reduction" of a safe harbor benefit mean?

    By BG5150, July 9, 2019
    • 3 replies
    • 1k views
    • 
    • BG5150
    • July 9, 2019

44. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard, August 10, 2000
    • 6 replies
    • 2.7k views
    • 
    • KIP KRAUS
    • August 11, 2000

45. What does ADP stand for?

    By BG5150, April 1, 2008
    • 3 replies
    • 3.6k views
    • 
    • dmwe
    • April 10, 2008

46. What does between 5 and 10 mean?

    By austin3515, February 17, 2015
    • 9 replies
    • 1.7k views
    • 
    • imchipbrown
    • March 16, 2015

47. What does it mean to "maintain" a plan under §1003?

    By JWRB, August 24, 2017
    • 0 replies
    • 367 views
    • 
    • JWRB
    • August 24, 2017

48. What does line 14C on a k-1 refer to?

    By Jim Chad, September 5, 2018
    • 19 replies
    • 7.3k views
    • 
    • thepensionmaven
    • September 13, 2018

49. What does the IRS need to merge a 401(k) and a profit sharing plan?

    By Guest Michael Anderson, June 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 27, 2001

50. What earnings do I use?

    By richard, September 18, 1998
    • 1 reply
    • 4.9k views
    • 
    • Tom Poje
    • September 18, 1998