401(k) Plans

19,319 topics in this forum

1. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

   By RayJJohnsonJr, April 7, 2020
   • 9 replies
   • 943 views
   • 
   • RayJJohnsonJr
   • April 7, 2020

2. Minimum participation requirements; how to treat rehired employees who

   By Guest JMLSON, March 22, 2000
   • 9 replies
   • 3.6k views
   • 
   • KJohnson
   • July 14, 2000

3. vesting for stand-alone plan merging into MEP

   By AlbanyConsultant, December 18, 2023
   • 9 replies
   • 1.6k views
   • 
   • david rigby
   • December 29, 2023

4. In-Service Withdrawals (under 59 1/2)

   By Brian Gallagher, June 4, 2003
   • 9 replies
   • 12k views
   • 
   • Mary Kay Foss
   • June 6, 2003

5. Acquisition of Subsidiary, Merging Safe Harbor Plans

   By LANDO, January 13, 2016   

   • safe harbor plan
   • merger
   • (and 2 more)

     Tagged with:

     • safe harbor plan
     • merger
     • acquisition
     • mid-year amendment
   • 9 replies
   • 4.1k views
   • 
   • LANDO
   • January 14, 2016

6. Discrimination Tests & HCE definitions

   By pmacduff, August 25, 2003
   • 9 replies
   • 2.6k views
   • 
   • Guest
   • January 17, 2004

7. reducing involuntary cash out - pros & cons

   By Guest maac3, February 2, 2005
   • 9 replies
   • 2k views
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   • Kirk Maldonado
   • February 9, 2005

8. Recordkeeper for Balance Forward 401(k) Plan

   By Christopher Wilson, May 21, 2020
   • 9 replies
   • 1.7k views
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   • Larry Starr
   • May 23, 2020

9. ADP Testing Compensation

   By Guest Robk, July 20, 2006
   • 9 replies
   • 3.2k views
   • 
   • Mike Preston
   • July 28, 2006

10. Can a 401(k) plan be amended to change the requirements for hardship w

    By Guest Tara Curran, March 30, 2000
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • April 1, 2000

11. termination of old pension plan

    By Guest michael4509, July 17, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 24, 2001

12. New Comparability Plan

    By Alex Daisy, February 2, 2010
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • February 5, 2010

13. can 1099 employee treated as employee of a company and contribute salary deferral into the 401(k) Plan

    By AdKu, September 11, 2017   

    • 1099 employee treatment for deferral
    • 9 replies
    • 11k views
    • 
    • ESOP Guy
    • October 17, 2018

14. In Service vs Hardship

    By 52626, February 12, 2014
    • 9 replies
    • 2.9k views
    • 
    • Lou S.
    • February 19, 2014

15. Force Out Distribution to Separated Participant

    By Guest amm19, March 22, 2002
    • 9 replies
    • 4k views
    • 
    • Guest
    • August 5, 2002

16. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

    By Guest erisafried, May 2, 2005
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • May 5, 2005

17. Earned income

    By Guest babs51, November 5, 2009
    • 9 replies
    • 2.3k views
    • 
    • austin3515
    • November 10, 2009

18. Spousal Consent

    By Guest Chuck118, June 17, 2013
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • June 21, 2013

19. Proof of Hardship

    By AKPension, March 30, 2017
    • 9 replies
    • 1.3k views
    • 
    • Peter Gulia
    • April 5, 2017

20. Is employers 401k deduction calculated properly?

    By Guest davida, March 24, 2001
    • 9 replies
    • 30.7k views
    • 
    • rcline46
    • April 4, 2001

21. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty, October 20, 2021
    • 9 replies
    • 1.9k views
    • 
    • MWeddell
    • October 22, 2021

22. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • jquazza
    • May 10, 2004

23. HELP! Same Desk Rule Blues

    By Guest Adam1, November 7, 1998
    • 9 replies
    • 2.8k views
    • 
    • Wessex
    • November 21, 1998

24. Search Firms-Missing Participants

    By Guest MEWilson, October 31, 2005
    • 9 replies
    • 2.4k views
    • 
    • RCK
    • November 2, 2005

25. employees "refusing to share SSN"

    By AlbanyConsultant, February 23, 2024
    • 9 replies
    • 1.9k views
    • 
    • ESOP Guy
    • February 26, 2024

26. Employment contract vs Discretionary

    By Guest EllenD, March 22, 2007
    • 9 replies
    • 2.1k views
    • 
    • JanetM
    • March 22, 2007

27. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A, August 8, 2000
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 9, 2000

28. Integrated Profit Sharing Plan

    By Madison71, August 13, 2008
    • 9 replies
    • 13.5k views
    • 
    • TPApril
    • February 23, 2012

29. 401k safe harbor

    By Gary, September 20, 2010
    • 9 replies
    • 2.1k views
    • 
    • K2retire
    • September 21, 2010

30. Company Match taxable ?

    By Guest tkraynak, November 21, 2000
    • 9 replies
    • 2.7k views
    • 
    • IRC401
    • November 25, 2000

31. WAGES and 401(k) Withholding

    By Guest HFOSTER, April 4, 2003
    • 9 replies
    • 10.5k views
    • 
    • cheersmate
    • September 16, 2014

32. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 2.7k views
    • 
    • austin3515
    • April 2, 2013

33. Company hires Collective Bargain employees - need direction

    By HarleyBabe, December 16, 2014
    • 9 replies
    • 1.3k views
    • 
    • Stable Two Financial
    • December 17, 2014

34. Control Groups & Foreign Subsidiaries

    By vintagelemon, August 22, 2024
    • 9 replies
    • 1.7k views
    • 
    • Paul I
    • August 27, 2024

35. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown, August 5, 2019
    • 9 replies
    • 1.3k views
    • 
    • imchipbrown
    • August 9, 2019

36. 401k vs 401a

    By Guest jomom, March 2, 2003
    • 9 replies
    • 18.2k views
    • 
    • Guest
    • March 8, 2003

37. Matching contributions after comp limit

    By Guest Phineas, December 5, 2009
    • 9 replies
    • 3.2k views
    • 
    • masteff
    • December 28, 2009

38. Blackout required

    By thepensionmaven, October 25, 2023
    • 9 replies
    • 1.2k views
    • 
    • BG5150
    • October 30, 2023

39. Merger of MPPP into PS plan and GUST amendments

    By Guest Diane DuFresne, September 17, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 23, 2001

40. Earned Income Calc

    By austin3515, August 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • R. Butler
    • August 19, 2008

41. DB/DC Combination Contribution Limit

    By emmetttrudy, October 9, 2008
    • 9 replies
    • 4.4k views
    • 
    • Guest
    • October 13, 2008

42. Income Withheld on sale of assets within 401(k) Plan

    By rblum50, July 26, 2012
    • 9 replies
    • 1.3k views
    • 
    • rblum50
    • July 31, 2012

43. Safe Harbor vs Solo 401k Conversion

    By bluehavana2, May 10, 2025
    • 9 replies
    • 1.5k views
    • 
    • bluehavana2
    • May 13, 2025

44. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 1.7k views
    • 
    • PamR
    • June 2, 2020

45. Can plan be amended to raise the normal retirement age? Applies only t

    By John A, April 12, 2000
    • 9 replies
    • 4.5k views
    • 
    • david rigby
    • December 22, 2000

46. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2013

47. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • May 3, 2016

48. 3(16) Signing Plan Documents

    By austin3515, November 18, 2019
    • 9 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 20, 2019

49. SECURE 2.0 New Distributable Events

    By Ian, January 27, 2023
    • 9 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7, 2023

50. SCAM - Loaning deferral monies to participants? Have you seen this!

    By Erik Read, February 7, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • April 11, 2002