401(k) Plans

19,337 topics in this forum

1. Auto enrollment withdrawals

   By Dazednconfused, August 31, 2009
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   • Dazednconfused
   • August 31, 2009

2. 401(k) adn SEP IRA

   By justatester, November 19, 2009
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   • 792 views
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   • justatester
   • November 19, 2009

3. Different Vesting and Benefits Rights & Features Testing

   By RRB, July 25, 2011
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   • RRB
   • July 25, 2011

4. Disclosure of bundled service fees

   By TPApril, July 3, 2012
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   • TPApril
   • July 3, 2012

5. Amending Plan for Early Eligibility

   By Guest ewmc, March 1, 2000
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   • Guest
   • March 1, 2000

6. Rollovers to a plan that does not allow rollovers.

   By Guest Pat Metallic, July 27, 2000
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   • Guest
   • July 27, 2000

7. self-employed participants vs. mandatory automatic enrollment

   By AlbanyConsultant, February 4, 2025
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   • 508 views
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   • AlbanyConsultant
   • February 4, 2025

8. Safe Harbor 401(k) Plan Changes its Plan Year

   By John A, March 15, 2002
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   • John A
   • March 15, 2002

9. E & O Insurance

   By Guest LTurner, April 1, 2002
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   • Guest
   • April 1, 2002

10. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
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    • Guest
    • January 24, 2003

11. Loan paid off, but payments kept coming in

    By BG5150, May 17, 2010
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    • 847 views
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    • BG5150
    • May 17, 2010

12. multi-employer with multiple pension plans -SSA reporting

    By MMMBENE2000, December 15, 2011
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    • MMMBENE2000
    • December 15, 2011

13. hardship - definition of "dependent"

    By Belgarath, October 3, 2017
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    • 465 views
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    • Belgarath
    • October 3, 2017

14. Congratulations

    By legort69, March 16, 2019
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    • 325 views
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    • legort69
    • March 16, 2019

15. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky, October 19, 2000
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    • Guest
    • October 19, 2000

16. Safe Harbor plan with discretionary match using flexible discretionary formula

    By R. Butler, April 7, 2025
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    • 547 views
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    • R. Butler
    • April 7, 2025

17. post-death wages

    By AKconsult, January 31, 2011
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    • AKconsult
    • January 31, 2011

18. I am researching what benefits are wanted and will help to retain empl

    By Guest Lorraine Peck, November 19, 1999
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    • Guest
    • November 19, 1999

19. Distributions-terminations

    By Guest Allen Radin, July 27, 2001
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    • Guest
    • July 27, 2001

20. Communication requirements for participants

    By Guest rbellinger, February 27, 2002
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    • Guest
    • February 27, 2002

21. Does a change in Adopting Employer's Corporation constitute a plan termination?

    By Guest spanarkle, April 27, 2004
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    • Guest
    • April 27, 2004

22. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
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    • Guest
    • August 1, 2008

23. ACP excess was forfeited instead of paid

    By BG5150, August 4, 2009
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    • 940 views
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    • BG5150
    • August 4, 2009

24. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
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    • Guest
    • August 17, 2012

25. EACA - Have to be in effect for a full 12-month plan year?

    By benefitsguru, October 23, 2015
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    • 875 views
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    • benefitsguru
    • October 23, 2015

26. Simple 401(k) to Standard 401(k)

    By metsfan026, March 22, 2024
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    • 329 views
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    • metsfan026
    • March 22, 2024

27. Withholding in first 2 1/2 months on corrective distribution for ADP/A

    By John A, January 17, 2001
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    • John A
    • January 17, 2001

28. Definition of "reasonable" fee in context of automatic rollovers

    By Guest Oscar2, July 12, 2005
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    • Guest
    • July 12, 2005

29. Hardship Distributions from Prevailing Wage Contributions

    By Guest kamp, February 16, 2007
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    • Guest
    • February 16, 2007

30. Purchase of SPIA outside of 401k plan

    By Guest andrea16, October 30, 2007
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    • Guest
    • October 30, 2007

31. Comparison of 401(k) plans, 403(b) plans, and 457 plans available onli

    By Guest CVCalhoun, July 21, 1999
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    • 1.4k views
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    • Guest
    • July 21, 1999

32. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia, September 25, 2023
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    • 441 views
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    • Peter Gulia
    • September 25, 2023

33. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
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    • Guest
    • March 16, 2001

34. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
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    • Guest
    • January 11, 2002

35. New Diverstification Rules Under PPA 2006

    By Guest gaham, September 8, 2006
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    • Guest
    • September 8, 2006

36. eligibility

    By Guest RJF, September 30, 2006
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    • Guest
    • September 30, 2006

37. Late Employer Contributions under VCP

    By Guest medinael, October 30, 2007
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    • Guest
    • October 30, 2007

38. education fees to be paid from plan

    By Guest trying2understand, November 30, 2007
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    • 912 views
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    • Guest
    • November 30, 2007

39. Subject: Using Yr. #1 Forfeitures in Yr. #2

    By Guest Mindy, June 28, 2000
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    • Guest
    • June 28, 2000

40. timing of deduction when fiscal year does not match plan year.

    By Earl, May 22, 2001
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    • Earl
    • May 22, 2001

41. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
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    • Guest
    • February 19, 2004

42. Caps on employer stock ownership in 401(k) plans?

    By Guest Benmark, July 11, 2004
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    • Guest
    • July 11, 2004

43. Calculating earned income for a sole proprietor

    By Guest RICHEZ, July 22, 1999
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    • Guest
    • July 22, 1999

44. Recrediting previous forfeited amounts.

    By Guest BAM, November 22, 1999
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    • Guest
    • November 22, 1999

45. Top-Heavy Vesting

    By Guest ndgal, December 5, 2000
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    • Guest
    • December 5, 2000

46. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
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    • Guest
    • September 6, 2001

47. IRA headache

    By Guest joeyboy, April 21, 2002
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    • Guest
    • April 21, 2002

48. Rehires

    By Guest qualified plan, September 8, 2003
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    • Guest
    • September 8, 2003

49. Safe Harbor Stacked Match

    By Gilmore, November 11, 2003
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    • 1.7k views
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    • Gilmore
    • November 11, 2003

50. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
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    • 1.1k views
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    • MarZDoates
    • January 14, 2004