401(k) Plans

19,275 topics in this forum

1. Employees with Prevailing Wages

   By coleboy, April 18, 2018
   • 7 replies
   • 3.1k views
   • 
   • Belgarath
   • July 30, 2019

2. Annual additions limit in 2002 under EGTRA

   By AndyH, June 5, 2001
   • 14 replies
   • 3.1k views
   • 
   • Earl
   • June 30, 2001

3. eligibility question

   By cpc0506, February 26, 2013
   • 12 replies
   • 3.1k views
   • 
   • 12AX7
   • March 1, 2013

4. Safe Harbor 3% non-elective vs. Safe Harbor Match

   By Chippy, April 14, 2011
   • 2 replies
   • 3.1k views
   • 
   • Bird
   • April 15, 2011

5. New statutory exclusion regulations for ADP/ACP testing

   By Guest VPA, February 28, 2000
   • 4 replies
   • 3.1k views
   • 
   • MWeddell
   • March 1, 2000

6. ADP Test - HCE Compensation of .01

   By PFranckowiak, March 5, 2010
   • 8 replies
   • 3.1k views
   • 
   • austin3515
   • March 9, 2010

7. QDRO outsourcing

   By Peter Gulia, March 7, 2015   

   • QDRO
   • outsourcing
   • (and 3 more)

     Tagged with:

     • QDRO
     • outsourcing
     • fiduciary
     • service provider
     • non-discretionary
   • 14 replies
   • 3.1k views
   • 
   • Peter Gulia
   • March 11, 2015

8. Collectively Bargained Plans

   By Guest AJR, November 11, 2005
   • 1 reply
   • 3.1k views
   • 
   • Kirk Maldonado
   • November 11, 2005

9. New Comparability Plan

   By Guest AJM 34, October 1, 2007
   • 8 replies
   • 3.1k views
   • 
   • austin3515
   • October 3, 2007

10. Opinions on the "401(k) Plan of the Future" - unlimited inve

    By Guest tschenk, November 1, 2000
    • 13 replies
    • 3.1k views
    • 
    • Guest
    • November 3, 2000

11. Control Group Testing

    By Guest tcunagin, March 11, 2003
    • 9 replies
    • 3.1k views
    • 
    • Mike Preston
    • March 12, 2003

12. OVer-distribution from defined contribution plan

    By Guest W Kelleher, February 17, 2003
    • 17 replies
    • 3.1k views
    • 
    • Appleby
    • March 31, 2003

13. late deposit of safe harbor match

    By thepensionmaven, March 6, 2018
    • 15 replies
    • 3.1k views
    • 
    • BG5150
    • March 9, 2018

14. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 17, 2014

15. FFCRA wages subject to 401(k) withholding?

    By BG5150, April 15, 2020
    • 3 replies
    • 3.1k views
    • 
    • Larry Starr
    • April 17, 2020

16. ADP/ACP testing, our economy, and gap earings for post 2007

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.1k views
    • 
    • fiona1
    • December 4, 2008

17. Morgan Stanley Smith Barney - PLAN DISTRIBUTION ISSUE

    By Guest hellerpension, February 15, 2011
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • February 17, 2011

18. Right to Privacy

    By austin3515, September 30, 2015
    • 7 replies
    • 3.1k views
    • 
    • Bill Presson
    • October 1, 2015

19. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.1k views
    • 
    • GMK
    • January 2, 2015

20. 402 (G) limit for 2007

    By doombuggy, June 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • KTB
    • October 11, 2006

21. Temporary Employees

    By Guest benefitsanalyst, May 15, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

22. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.1k views
    • 
    • AKconsult
    • July 2, 2017

23. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill, October 8, 2023
    • 14 replies
    • 3.1k views
    • 
    • Paul I
    • October 16, 2023

24. What is everybody doing about 04#s for new plans?

    By Guest JBarn, November 30, 1999
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • December 2, 1999

25. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.1k views
    • 
    • MoShawn
    • June 18, 2008

26. Prevailing Wage off-set

    By Guest Ken C, June 28, 2007
    • 4 replies
    • 3.1k views
    • 
    • R. Butler
    • February 8, 2010

27. Merged PSP/MPP and Spousal Consent

    By Guest CRC02, October 2, 2002
    • 11 replies
    • 3.1k views
    • 
    • Belgarath
    • April 25, 2003

28. Enrolling an Owner's Spouse into 401k plan

    By Pixie, October 4, 2023
    • 9 replies
    • 3.1k views
    • 
    • Bill Presson
    • October 9, 2023

29. Can elective deferrals be made after age 70 1/2 ?

    By Moe Howard, February 21, 2002
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • February 21, 2002

30. Is it Practicing Law?

    By austin3515, August 16, 2017
    • 24 replies
    • 3.1k views
    • 
    • Old Benefits Dog
    • August 23, 2017

31. Testing Method for safe harbor

    By Tom Poje, July 9, 2003
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • November 12, 2003

32. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.1k views
    • 
    • justatester
    • February 21, 2020

33. 401(k) termination and distribution prior to sale of stock in plan spo

    By Guest EMC, November 16, 2000
    • 3 replies
    • 3.1k views
    • 
    • KJohnson
    • November 17, 2000

34. Terminating 401K Plan

    By Guest NJCompany, June 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 19, 2002

35. Charging Plan Transaction Fees to Participants

    By Guest Rogers, October 20, 1998
    • 5 replies
    • 3.1k views
    • 
    • david shipp
    • October 21, 1998

36. SH and Dual Eligibilty for Dummies

    By Guest bariww, June 11, 2008
    • 4 replies
    • 3.1k views
    • 
    • pmacduff
    • June 12, 2008

37. freezing a safe harbor 401(k) plan

    By R. Butler, September 24, 2012
    • 1 reply
    • 3.1k views
    • 
    • Kevin C
    • September 27, 2012

38. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • May 20, 2004

39. Shifting if ADP Fails

    By austin3515, October 1, 2012
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • October 2, 2012

40. Terminate Safe Harbor 401(k) mid year

    By Dougsbpc, November 1, 2015
    • 4 replies
    • 3.1k views
    • 
    • Lou S.
    • November 2, 2015

41. How to find old 401k balances prior to marriage to do a QDRO

    By Nicole777, August 22, 2024
    • 5 replies
    • 3.1k views
    • 
    • Gina Alsdorf
    • August 26, 2024

42. Unravel Key contributions back through payroll in top heavy year

    By legort69, August 25, 2016   

    • Top heavy key contributions
    • 29 replies
    • 3.1k views
    • 
    • Belgarath
    • September 14, 2016

43. SAR and Final 5500

    By 30Rock, July 18, 2018
    • 7 replies
    • 3.1k views
    • 
    • Draper55
    • July 20, 2018

44. Retroactive Amendment?

    By Guest tintree73, September 1, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • September 8, 2005

45. Benefits Rights and Features

    By Guest cxs, December 21, 2005
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • January 18, 2006

46. Vesting Computation Period

    By oldman, April 11, 2013
    • 9 replies
    • 3.1k views
    • 
    • ESOP Guy
    • April 12, 2013

47. In-Service Dist a protected benefit?

    By Guest HiKidsImASrPensionAdmin, May 16, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

48. Correcting failure to obtain spousal consent for 401(k) loan

    By Guest alliketchum, March 16, 2004
    • 7 replies
    • 3.1k views
    • 
    • Belgarath
    • March 16, 2004

49. 401(k) Contributions from Cash Back

    By PensionPro, October 15, 2012
    • 20 replies
    • 3.1k views
    • 
    • Bird
    • October 17, 2012

50. In Plan Roth Rollovers vs Roth Conversions

    By austin3515, August 2, 2020
    • 4 replies
    • 3.1k views
    • 
    • CarolC
    • August 4, 2020