401(k) Plans

19,334 topics in this forum

1. Am I do this right? (using 401k calculator for missed payments)

   By 401krepays, September 21, 2023   

   • using 401k calculator for missed payments
   • 4 replies
   • 3.3k views
   • 
   • 401krepays
   • September 21, 2023

2. Hardship Distributions and HIPAA

   By Guest blaum8, August 15, 2003
   • 3 replies
   • 3.3k views
   • 
   • ccassetty
   • August 15, 2003

3. ADP testing for Roth Deferrals

   By KevinMc, June 21, 2012
   • 5 replies
   • 3.3k views
   • 
   • ETA Consulting LLC
   • June 22, 2012

4. Late Deferrals -Form 5330

   By amcorson, October 25, 2006
   • 2 replies
   • 3.3k views
   • 
   • amcorson
   • October 25, 2006

5. Leased Employees Change of Status

   By emmetttrudy, November 9, 2011
   • 6 replies
   • 3.3k views
   • 
   • ETA Consulting LLC
   • November 11, 2011

6. ADP Excess For Deceased Participant

   By Guest Beavis, December 9, 1998
   • 3 replies
   • 3.3k views
   • 
   • LCARUSI
   • December 14, 1998

7. water and sewer shutoff notice Hardship Safe Harbor?

   By Jim Chad, August 15, 2012
   • 14 replies
   • 3.3k views
   • 
   • Lou S.
   • August 17, 2012

8. How to run ADP/ACP test when plan year is amended, creating a short plan year

   By Guest cohenron, November 20, 2000
   • 12 replies
   • 3.3k views
   • 
   • Blinky the 3-eyed Fish
   • October 6, 2003

9. Asset transfer

   By pmacduff, June 15, 2007
   • 12 replies
   • 3.3k views
   • 
   • pmacduff
   • June 19, 2007

10. Notice to Interested Parties

    By fiona1, January 28, 2010
    • 6 replies
    • 3.3k views
    • 
    • fiona1
    • January 29, 2010

11. Rolling non-conduit IRA (w/aftertax) to 401(a) Pla

    By Guest DeePA, May 6, 2003
    • 1 reply
    • 3.3k views
    • 
    • Belgarath
    • May 6, 2003

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

    By jukeboy56, July 21, 2005
    • 5 replies
    • 3.3k views
    • 
    • jukeboy56
    • July 27, 2005

13. Automatic Rollovers

    By Gruegen, October 18, 2004
    • 13 replies
    • 3.3k views
    • 
    • g8r
    • November 4, 2004

14. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 20, 2009

15. Partial plan term for participating ER?

    By justanotheradmin, December 12, 2019
    • 13 replies
    • 3.3k views
    • 
    • Larry Starr
    • December 17, 2019

16. ADP testing Gross and/or Net Compensation

    By imchipbrown, January 27, 2015
    • 2 replies
    • 3.3k views
    • 
    • blb25524
    • January 28, 2015

17. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.3k views
    • 
    • AKconsult
    • July 2, 2017

18. Eligibility - When does a Participant Enter

    By 52626, March 22, 2019
    • 8 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 25, 2019

19. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.3k views
    • 
    • MGB
    • March 12, 2004

20. Participant defers $20,000 into two unrelated 401(k) plans ($10,000 in

    By Richard Anderson, November 8, 2000
    • 18 replies
    • 3.3k views
    • 
    • david rigby
    • November 16, 2000

21. Beneficiary designation

    By JDuns, January 11, 2005
    • 10 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • January 12, 2005

22. Nondiscretionary TRustee

    By austin3515, May 29, 2012
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2012

23. Penalty tax on distribution of excess deferrals?

    By Richard Anderson, August 27, 1999
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • August 31, 1999

24. Balance Forward 401(k)

    By Guest Achilles, February 4, 2008
    • 6 replies
    • 3.3k views
    • 
    • Kimberly S
    • February 5, 2008

25. 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
    • 3.3k views
    • 
    • My 2 cents
    • September 8, 2017

26. domestic partner distribution options

    By justanotheradmin, August 26, 2019
    • 6 replies
    • 3.3k views
    • 
    • justanotheradmin
    • August 27, 2019

27. Aggregating Plans for Coverage

    By Laura Harrington, November 25, 2009
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • November 25, 2009

28. 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
    • 3.3k views
    • 
    • david rigby
    • October 1, 2004

29. Compensation Definition for Safe Harbor Plans

    By Guest kowen, August 24, 2001
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • August 27, 2001

30. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 3.3k views
    • 
    • Bird
    • October 26, 2020

31. Exclusion of PRN Employees

    By Tinman, May 8, 2007
    • 1 reply
    • 3.3k views
    • 
    • Tom Poje
    • May 8, 2007

32. Excess Salary Deferrals

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

33. prospectus delivery

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

34. Short Plan Year

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

35. Match and First $205,000

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

36. Amending the Adoption Agreement

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

37. Due date for Employer Matching Contributions

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

38. Ceasing SH NEC

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

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

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

40. Vesting changing from hours method to elapsed time.

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

41. 501(c)7 Social Club

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

42. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.2k views
    • 
    • justatester
    • February 21, 2020

43. QSLOB - coverage testing

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

44. Safe harbor match

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

45. "Accrued" Protected Benefits

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

46. Integrated profit-sharing component of 401(k) plan - how does one make

    By Guest mam, November 8, 1999
    • 2 replies
    • 3.2k views
    • 
    • MWeddell
    • November 8, 1999

47. Master Trust Investment Accounts

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

48. missed p/s contribution deadline

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

49. 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

50. Must 401K contributions be withheld from pay?

    By Guest ctfudge07, January 11, 2007
    • 17 replies
    • 3.2k views
    • 
    • stephen
    • January 15, 2007