401(k) Plans

19,319 topics in this forum

1. Taxes for Participant with Foreign Address

   By Guest Dee401kLady, March 26, 2014   

   • Taxes
   • 9 replies
   • 3.3k views
   • 
   • aGordeno
   • November 12, 2018

2. Beneficiary designation

   By JDuns, January 11, 2005
   • 10 replies
   • 3.2k views
   • 
   • Kirk Maldonado
   • January 12, 2005

3. Compensation Definition for Safe Harbor Plans

   By Guest kowen, August 24, 2001
   • 5 replies
   • 3.2k views
   • 
   • Belgarath
   • August 27, 2001

4. Eligibility - When does a Participant Enter

   By 52626, March 22, 2019
   • 8 replies
   • 3.2k views
   • 
   • Tom Poje
   • March 25, 2019

5. Aggregating Plans for Coverage

   By Laura Harrington, November 25, 2009
   • 7 replies
   • 3.2k views
   • 
   • Guest
   • November 25, 2009

6. Excess Salary Deferrals

   By Dougsbpc, July 15, 2009
   • 2 replies
   • 3.2k views
   • 
   • BG5150
   • July 15, 2009

7. Short Plan Year

   By Guest Mike Schwing, November 20, 2002
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • November 21, 2002

8. 401K loan question

   By Juan Falso, July 26, 2017   

   • 401k loan second
   • 22 replies
   • 3.2k views
   • 
   • Larry Starr
   • July 28, 2017

9. "Back Door Roth"

   By ldr, February 7, 2020   

   • voluntary contributios
   • back door roth
   • (and 1 more)

     Tagged with:

     • voluntary contributios
     • back door roth
     • acp test
   • 12 replies
   • 3.2k views
   • 
   • MWeddell
   • February 14, 2020

10. Can an employer that has both union and non-union employees allow all to join one plan?

    By Guest Why, October 1, 2004
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 1, 2004

11. water and sewer shutoff notice Hardship Safe Harbor?

    By Jim Chad, August 15, 2012
    • 14 replies
    • 3.2k views
    • 
    • Lou S.
    • August 17, 2012

12. Due date for Employer Matching Contributions

    By MarZDoates, August 7, 2002
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • August 7, 2002

13. Eligibility for Profit-Sharing Contribution

    By Guest CRC02, November 20, 2002
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 2, 2002

14. Vesting changing from hours method to elapsed time.

    By FundeK, April 23, 2004
    • 0 replies
    • 3.2k views
    • 
    • FundeK
    • April 23, 2004

15. Interest on Late Safe Harbor Contributions

    By metsfan026, April 13, 2022
    • 15 replies
    • 3.2k views
    • 
    • RatherBeGolfing
    • April 13, 2022

16. QSLOB - coverage testing

    By Guest ppapdx, July 31, 2013
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • July 31, 2013

17. Ceasing SH NEC

    By Guest Sieve, October 14, 2008
    • 17 replies
    • 3.2k views
    • 
    • WDIK
    • February 2, 2009

18. ADP testing Gross and/or Net Compensation

    By imchipbrown, January 27, 2015
    • 2 replies
    • 3.2k views
    • 
    • blb25524
    • January 28, 2015

19. Deferring pay after end of plan year

    By Guest Grumpy456, January 3, 2008
    • 17 replies
    • 3.2k views
    • 
    • Kimberly S
    • January 11, 2008

20. Exclusion of PRN Employees

    By Tinman, May 8, 2007
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • May 8, 2007

21. Match and First $205,000

    By Guest CMcCull, October 5, 2004
    • 19 replies
    • 3.2k views
    • 
    • jquazza
    • October 18, 2004

22. 501(c)7 Social Club

    By Guest Bizitchie, March 12, 2008
    • 4 replies
    • 3.2k views
    • 
    • jpod
    • March 12, 2008

23. Contingent benefit rule

    By Luke Bailey, October 5, 2018
    • 8 replies
    • 3.2k views
    • 
    • Luke Bailey
    • October 9, 2018

24. prospectus delivery

    By Scuba 401, December 27, 1999
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • April 13, 2001

25. "Accrued" Protected Benefits

    By Scott, June 30, 2010
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 30, 2010

26. Missed Roth deferral and QNEC is non-Roth

    By andrew, August 28, 2023
    • 6 replies
    • 3.2k views
    • 
    • andrew
    • August 29, 2023

27. Participation in both Solo 401k and 403b with Different Employer

    By jukeboy56, July 21, 2005
    • 5 replies
    • 3.2k views
    • 
    • jukeboy56
    • July 27, 2005

28. Amending the Adoption Agreement

    By Guest kdarby, September 14, 2006
    • 5 replies
    • 3.2k views
    • 
    • Just Me
    • September 15, 2006

29. Hardship for an Alternate Payee - QDRO

    By ratherbereading, September 6, 2017   

    • qdro
    • alternate payee
    • (and 1 more)

      Tagged with:

      • qdro
      • alternate payee
      • hardship
    • 14 replies
    • 3.2k views
    • 
    • My 2 cents
    • September 8, 2017

30. safe harbor 3% non-elective 401(k) deduction limits

    By Guest Mike Kimball, December 29, 1999
    • 8 replies
    • 3.2k views
    • 
    • Tom Poje
    • February 24, 2003

31. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith, October 10, 2000
    • 2 replies
    • 3.2k views
    • 
    • John A
    • October 10, 2000

32. Partial plan term for participating ER?

    By justanotheradmin, December 12, 2019
    • 13 replies
    • 3.2k views
    • 
    • Larry Starr
    • December 17, 2019

33. Right to Privacy

    By austin3515, September 30, 2015
    • 7 replies
    • 3.2k views
    • 
    • Bill Presson
    • October 1, 2015

34. missed p/s contribution deadline

    By wsp, October 6, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 28, 2010

35. Master Trust Investment Accounts

    By Guest CSTS, March 30, 2005
    • 6 replies
    • 3.2k views
    • 
    • JanetM
    • April 6, 2005

36. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.2k views
    • 
    • AKconsult
    • July 2, 2017

37. 3401a wages

    By Cathy from Chicago, December 9, 2002
    • 0 replies
    • 3.2k views
    • 
    • Cathy from Chicago
    • December 9, 2002

38. May a Money Purchase Plan be amended & restated to become a Safe H

    By Guest PLHart, May 7, 1999
    • 6 replies
    • 3.2k views
    • 
    • Ervin Barham
    • May 13, 1999

39. Can owners opt out of the 3% safe harbor contribution

    By Guest rffahey, February 13, 2004
    • 3 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 16, 2004

40. Exclude Temporary Employees

    By austin3515, October 2, 2014
    • 3 replies
    • 3.2k views
    • 
    • KJohnson
    • October 2, 2014

41. SEC settlement with a mutual fund company

    By John Feldt ERPA CPC QPA, June 17, 2009
    • 4 replies
    • 3.2k views
    • 
    • Peter Gulia
    • June 17, 2009

42. Straight line amortization

    By Demosthenes, June 17, 2002
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • June 17, 2002

43. When to issue a SMM

    By Guest Bud, March 24, 2005
    • 9 replies
    • 3.2k views
    • 
    • E as in ERISA
    • March 29, 2005

44. Coverage Failure

    By jpod, March 22, 2016
    • 14 replies
    • 3.2k views
    • 
    • jpod
    • March 29, 2016

45. New Comp Plans - 5% Gateway

    By Guest AJM 34, November 28, 2007
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • December 3, 2007

46. corrective QNEC and 402(g) limit

    By Guest anne1, November 16, 2006
    • 2 replies
    • 3.2k views
    • 
    • BG5150
    • November 17, 2006

47. QNEC Distribution

    By Guest arihalli, November 1, 2012
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • November 6, 2012

48. Employees with Prevailing Wages

    By coleboy, April 18, 2018
    • 7 replies
    • 3.2k views
    • 
    • Belgarath
    • July 30, 2019

49. RMD based on Life Insurance in 401(k) Plan

    By AJC, October 11, 2018
    • 7 replies
    • 3.2k views
    • 
    • FPGuy
    • October 16, 2018

50. Safe harbor match

    By Guest cynthiar, March 24, 2004
    • 11 replies
    • 3.2k views
    • 
    • Tom Poje
    • March 26, 2004