401(k) Plans

19,275 topics in this forum

1. State payroll deduction laws impact 401(k) automatic enrollment?

   By Guest Eullla, December 3, 2003
   • 4 replies
   • 3.4k views
   • 
   • Guest
   • December 4, 2003

2. Partial Plan Termination?

   By PFranckowiak, August 19, 2008
   • 7 replies
   • 3.4k views
   • 
   • JanetM
   • August 22, 2008

3. key employee due to attribution

   By MJ Hartman, September 3, 2003
   • 8 replies
   • 3.4k views
   • 
   • Guest
   • September 4, 2003

4. Part time employees

   By Guest jefe96, April 14, 2005
   • 17 replies
   • 3.4k views
   • 
   • Gadgetfreak
   • March 6, 2012

5. Funding a Profit Sharing Plan

   By Guest Kala, April 7, 2003
   • 4 replies
   • 3.4k views
   • 
   • Belgarath
   • April 8, 2003

6. Plan Having Trouble with 414(s) Compensation Test

   By rocknrolls2, February 24, 2009
   • 5 replies
   • 3.4k views
   • 
   • John Feldt ERPA CPC QPA
   • February 24, 2009

7. Enrolled against will

   By Dug29, March 10, 2023
   • 6 replies
   • 3.4k views
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   • MWeddell
   • March 22, 2023

8. 3401(a) Compensation

   By Guest bgrazetti, February 27, 2002
   • 1 reply
   • 3.4k views
   • 
   • Tom Poje
   • March 1, 2002

9. Completely Remove Illiquid Private Company Stock from Plan

   By Anagoge, November 28, 2013
   • 9 replies
   • 3.4k views
   • 
   • BG5150
   • December 3, 2013

10. 404(a)(4) nondiscrimination testing

    By Guest amm19, January 27, 2003
    • 3 replies
    • 3.4k views
    • 
    • Mike Preston
    • January 28, 2003

11. 401K contributions cut off due to $10,500 limit but not restarted in n

    By Guest netadmin, November 28, 2001
    • 12 replies
    • 3.4k views
    • 
    • Guest
    • December 4, 2001

12. No beneficiary designation on a deceased participant

    By Guest jetfaninmn, August 10, 2005
    • 7 replies
    • 3.4k views
    • 
    • Lori H
    • May 16, 2007

13. Prohibited Transactions and reporting on From 5330

    By Guest kwagner, October 24, 2002
    • 6 replies
    • 3.4k views
    • 
    • E as in ERISA
    • May 9, 2003

14. Eligible employee

    By Guest mparker2028, February 6, 2006
    • 11 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 15, 2006

15. 410(b) failure in controlled group setting

    By AndyH, September 18, 2003
    • 12 replies
    • 3.4k views
    • 
    • AndyH
    • September 19, 2003

16. Payroll shifts from bi-weekly to monthly for person w/ loan

    By BG5150, September 19, 2008
    • 8 replies
    • 3.4k views
    • 
    • R. Butler
    • September 22, 2008

17. Sarbanes OxleySection 906 Certification

    By Guest hank, May 14, 2003
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

18. Sec 4979 excise tax

    By Guest jim williams, March 20, 2003
    • 6 replies
    • 3.3k views
    • 
    • Mike Preston
    • March 20, 2003

19. Excluding certain HCE's from 3% safe harbor contribution

    By Richard Anderson, February 23, 2000
    • 4 replies
    • 3.3k views
    • 
    • AndyH
    • February 24, 2000

20. Which year's top-heavy contribution can a QNEC contribution be applied

    By John A, January 19, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • January 22, 2001

21. Top Heavy Test & Safe Harbor Plan

    By doombuggy, February 13, 2003
    • 8 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 25, 2003

22. Solo 401(k)Plan

    By Dobber, March 5, 2021
    • 18 replies
    • 3.3k views
    • 
    • BeanCounterBlues
    • January 5, 2024

23. Leased employees

    By Guest JPIngold, May 23, 2012
    • 6 replies
    • 3.3k views
    • 
    • 00hskrgrl
    • May 24, 2012

24. 401k Eligibility - Layoff & Rehire

    By TimR, June 6, 2018   

    • 401(k)
    • eligibility
    • (and 1 more)

      Tagged with:

      • 401(k)
      • eligibility
      • rehire
    • 5 replies
    • 3.3k views
    • 
    • Larry Starr
    • June 6, 2018

25. Sign-on bonuses

    By austin3515, November 6, 2015
    • 13 replies
    • 3.3k views
    • 
    • austin3515
    • February 7

26. Matching Contribution Due Date

    By Guest dyoder, January 10, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bob R
    • January 12, 2006

27. Client says 401(k) plan has to contain domestic partner benefit provis

    By Earl, July 15, 2000
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • July 18, 2000

28. Excluding Leased Employees

    By BG5150, October 18, 2019
    • 5 replies
    • 3.3k views
    • 
    • AKconsult
    • October 24, 2019

29. Maintain Salary Deferral Election Forms?

    By Guest TPAStacey, July 1, 2009
    • 6 replies
    • 3.3k views
    • 
    • K2retire
    • July 1, 2009

30. 401(k) Deferral on Net or Gross Compensation?

    By Alex Daisy, January 15, 2009
    • 3 replies
    • 3.3k views
    • 
    • 401king
    • January 21, 2009

31. Vesting service for previously excluded employees

    By JDuns, July 24, 2003
    • 6 replies
    • 3.3k views
    • 
    • ccassetty
    • July 26, 2003

32. Is there a time frame when an employer has to deposit your payroll ded

    By Guest KME, January 6, 1999
    • 17 replies
    • 3.3k views
    • 
    • stephen
    • March 20, 2001

33. 415 Limit and the 100% of Comp Limitation

    By mming, May 29, 2018
    • 7 replies
    • 3.3k views
    • 
    • spiritrider
    • August 18, 2018

34. non profit 401(k)

    By Lori H, January 27, 2009
    • 22 replies
    • 3.3k views
    • 
    • Guest
    • January 30, 2009

35. Are there any states that do not allow 401k employee contributions to

    By Guest pupelk, February 27, 2001
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • February 28, 2001

36. Family Attribution and Step Children

    By Guest Thornton, April 27, 1999
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • April 28, 1999

37. HCE made deferrals, had NO Compensation

    By Alex Daisy, December 30, 2008
    • 15 replies
    • 3.3k views
    • 
    • K2retire
    • January 6, 2009

38. Rehired After Opting Out vs. Definition of Participant

    By Guest Erin W, March 2, 2010
    • 13 replies
    • 3.3k views
    • 
    • Guest
    • March 4, 2010

39. Incorrect Rollover into 401(k) Plan

    By Guest marie567, February 2, 2002
    • 8 replies
    • 3.3k views
    • 
    • Alf
    • October 2, 2004

40. Late refund of excess deferrals & Form 5330

    By MoShawn, May 6, 2009
    • 2 replies
    • 3.3k views
    • 
    • austin3515
    • May 9, 2009

41. John Hancock Reports

    By Guest raleightpa, November 15, 2007
    • 9 replies
    • 3.3k views
    • 
    • pmacduff
    • November 15, 2007

42. Ex-employee owes employer $, can the employer take the money when the

    By Guest Kevin Plymyer, December 29, 2000
    • 3 replies
    • 3.3k views
    • 
    • david rigby
    • January 2, 2001

43. excess 402(g) limit - 10% penalty tax

    By 52626, August 3, 2016
    • 4 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • August 3, 2016

44. QNEC & Profit Sharing contributions

    By Guest jim williams, March 3, 2004
    • 3 replies
    • 3.3k views
    • 
    • jquazza
    • March 3, 2004

45. Purchase of land - "purchase of primary residence"???

    By Guest CJK, April 18, 2001
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • April 20, 2001

46. 402g Roth failure correction after April 15

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

47. Top Heavy - 401k deferrals only

    By four01kman, March 29, 2007
    • 5 replies
    • 3.3k views
    • 
    • austin3515
    • March 29, 2007

48. Last Day Rule

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

49. Cash or Accrued?

    By imchipbrown, May 18, 2020
    • 14 replies
    • 3.3k views
    • 
    • ERISAtwin74
    • May 27, 2020

50. Timing of forfeiture use

    By Guest tman265, August 26, 2004
    • 10 replies
    • 3.3k views
    • 
    • WDIK
    • August 27, 2004