401(k) Plans

19,275 topics in this forum

1. Anybody using FT William for plan administration?

   By M Norton, June 10, 2014   

   • ftwilliam
   • 10 replies
   • 2.2k views
   • 
   • M Norton
   • June 12, 2014

2. Permissible to reduce profit sharing contribution allocation by matchi

   By John A, March 13, 2002
   • 10 replies
   • 2.7k views
   • 
   • Greg Judd
   • March 21, 2002

3. Participant Fee Disclosure

   By 401(k)athryn, June 8, 2018
   • 10 replies
   • 2.6k views
   • 
   • 401(k)athryn
   • June 12, 2018

4. Manual ADP Refunds

   By ratherbereading, August 8, 2017   

   • adp test; refunds
   • 10 replies
   • 1.3k views
   • 
   • david rigby
   • August 9, 2017

5. No Highly Compensated Employees in 401(k) Plan?

   By Guest PAM, January 8, 1999
   • 10 replies
   • 2.9k views
   • 
   • MWeddell
   • January 14, 1999

6. Partic elected Roth, company did pre tax--fix?

   By BG5150, August 10, 2022
   • 10 replies
   • 1.2k views
   • 
   • Nate S
   • September 15, 2022

7. Plan Expenses

   By Guest Hadden2001, December 17, 2001
   • 10 replies
   • 2.6k views
   • 
   • QDROphile
   • December 19, 2001

8. Last Day Rule

   By CJS07, March 6, 2008
   • 10 replies
   • 3.3k views
   • 
   • Tom Poje
   • March 7, 2008

9. Who Is Required To File Form 5500?

   By Stash026, December 5, 2019
   • 10 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • December 9, 2019

10. Plan Document Signature Requirements

    By Guest CRA, May 5, 2003
    • 10 replies
    • 3.4k views
    • 
    • g8r
    • May 7, 2003

11. Elective Deferrals

    By Guest Don123, October 14, 2005
    • 10 replies
    • 2.6k views
    • 
    • Beltane
    • October 20, 2005

12. Match each pay-period w/ Las day 1,000 hour

    By austin3515, February 12, 2010
    • 10 replies
    • 3.6k views
    • 
    • QNPG
    • February 25, 2011

13. Company out of business, cannot pay 2019 SH

    By BG5150, June 16, 2020
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • June 19, 2020

14. 402g Roth failure correction after April 15

    By WCC, April 18, 2018
    • 10 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 20, 2018

15. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun, May 13, 2021
    • 10 replies
    • 2.7k views
    • 
    • BenefitJack
    • May 17, 2021

16. Loan refinance

    By SCSFAM03, September 24, 2018   

    • loan
    • refinance
    • 10 replies
    • 2.6k views
    • 
    • CJ Allen
    • September 27, 2018

17. IRS News Flash on IRA Rollovers

    By Scott, March 2, 2005
    • 10 replies
    • 2.7k views
    • 
    • JDuns
    • March 4, 2005

18. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.7k views
    • 
    • Peter Gulia
    • November 11, 2014

19. Ideal maximum 401(k) contribution rate

    By Guest planman, May 29, 2002
    • 10 replies
    • 3.5k views
    • 
    • MWeddell
    • May 30, 2002

20. Good faith amendment for Fidelity preapproved adopter that is terminating its plan

    By Luke Bailey, May 28, 2022
    • 10 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 1, 2022

21. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin, April 30, 2019
    • 10 replies
    • 1.1k views
    • 
    • david rigby
    • May 3, 2019

22. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 15, 2015

23. 1099R Not Reported On a Loan Default

    By Karoline Curran, November 15, 2018   

    • loan default
    • 1099r
    • (and 1 more)

      Tagged with:

      • loan default
      • 1099r
      • brokerage accts
    • 10 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 19, 2018

24. Company going broke and closing doors. Can't afford safe harbor match

    By Santo Gold, July 10
    • 10 replies
    • 1.1k views
    • 
    • Santo Gold
    • July 12

25. Merger of non-safe harbor plan into safe harbor plan mid-year

    By Guest sritts, January 25, 2011
    • 10 replies
    • 6.2k views
    • 
    • Jim Norman
    • January 27, 2011

26. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

27. Free CPE for ASPPA

    By austin3515, November 22, 2016
    • 10 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • November 25, 2016

28. LTPT and Per Diem Employees

    By Coleboy1, November 16, 2023
    • 10 replies
    • 2.5k views
    • 
    • Peter Gulia
    • March 3

29. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 22, 2002

30. Top Heavy Minimum Deadline

    By Dougsbpc, March 3, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 6, 2005

31. Eligible to Non Eligible Class

    By Lori H, April 4, 2012
    • 10 replies
    • 3.6k views
    • 
    • ESOP Guy
    • August 23, 2013

32. Different rates of match conditioned upon where participant directs hi

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 21, 2000

33. Multiple ER Plan

    By Lori Foresz, December 9, 2004
    • 10 replies
    • 2.9k views
    • 
    • Lori Foresz
    • December 15, 2004

34. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • July 2, 2008

35. 5500s

    By fidu, May 29, 2002
    • 10 replies
    • 2.2k views
    • 
    • fidu
    • June 12, 2002

36. HCE and Initial Plan Year

    By Guest Tara Curran, September 10, 2002
    • 10 replies
    • 2.3k views
    • 
    • Earl
    • September 17, 2002

37. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton, February 2, 2021
    • 10 replies
    • 1k views
    • 
    • Bird
    • February 3, 2021

38. Required Minimum Distribution for non onwer still working?

    By Guest Michael Anderson, January 12, 2004
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • January 13, 2004

39. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.2k views
    • 
    • Larry Starr
    • May 15, 2020

40. More rapid vesting under EGTRRA

    By Brenda Wren, October 1, 2002
    • 10 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • October 7, 2002

41. vesting and coronavirus

    By Scuba 401, June 22, 2020
    • 10 replies
    • 838 views
    • 
    • G8Rs
    • June 23, 2020

42. correction of delinquent remittance of employee contributions Allocating contribution to correct late employee contributions

    By Luke Bailey, September 28, 2018   

    • vfcp
    • late employee contributions
    • 10 replies
    • 4.5k views
    • 
    • Luke Bailey
    • October 2, 2018

43. New Plan delays 401k start, match on what comp

    By TPApril, May 7, 2023
    • 10 replies
    • 901 views
    • 
    • Paul I
    • May 8, 2023

44. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven, September 20, 2023
    • 10 replies
    • 1.8k views
    • 
    • Lou S.
    • September 29, 2023

45. For Testing & Determining HCE - Does Comp Definition include W-2 and 1099 or just W-2?

    By AContreras, March 9, 2015   

    • Determining HCE
    • 10 replies
    • 2.5k views
    • 
    • hr for me
    • March 10, 2015

46. Year End True-up - % of total match

    By Ryan L, March 12, 2019
    • 10 replies
    • 968 views
    • 
    • Ryan L
    • March 19, 2019

47. Top Heavy, HCE distributions

    By Guest LTurner, February 20, 2003
    • 10 replies
    • 2k views
    • 
    • Gilmore
    • February 21, 2003

48. Change to Allocation Method After Year End

    By Guest Alan Stonewall, January 7, 2003
    • 10 replies
    • 9.3k views
    • 
    • Mike Preston
    • January 8, 2003

49. Using Forfeiture Account

    By khn, April 29, 2014
    • 10 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2014

50. Does a recordkeeper presume a plan sponsor adopts a § 414A automatic-enrollment arrangement?

    By Peter Gulia, November 14, 2024
    • 10 replies
    • 841 views
    • 
    • Peter Gulia
    • November 18, 2024