401(k) Plans

19,275 topics in this forum

1. Reverse QNEC's

   By Guest KD40, February 21, 2003
   • 9 replies
   • 2k views
   • 
   • KJohnson
   • February 25, 2003

2. use of the "maybe" notice still permitted

   By Earl, July 9, 2004
   • 9 replies
   • 1.5k views
   • 
   • Tom Poje
   • July 12, 2004

3. Eligibility Plan Amendment Rules

   By Thomas Red, June 6, 2022
   • 9 replies
   • 1.2k views
   • 
   • C. B. Zeller
   • June 8, 2022

4. It just doesn't fee right...

   By austin3515, August 16, 2012
   • 9 replies
   • 1.4k views
   • 
   • mbozek
   • August 16, 2012

5. Non-Publicly Traded Employer Securities Restrictions in Multiple Employer 401(k)

   By dangocek, April 29, 2014   

   • 401(k)
   • employer securities
   • (and 2 more)

     Tagged with:

     • 401(k)
     • employer securities
     • multiple employer plan
     • non-publicly traded
   • 9 replies
   • 3.2k views
   • 
   • dangocek
   • May 1, 2014

6. One-time irrevocable election

   By Richard Anderson, July 6, 2001
   • 9 replies
   • 6.7k views
   • 
   • Guest
   • July 9, 2001

7. Outstanding Distribution Checks

   By Guest Cheri_Rose, August 7, 2006
   • 9 replies
   • 5.5k views
   • 
   • Guest
   • August 11, 2006

8. Participant in savings plan asks for prospectus of the plan but is den

   By Guest WildWest1, November 6, 1999
   • 9 replies
   • 2k views
   • 
   • Guest
   • November 15, 1999

9. 401K Profit Sharing & Eligible Participant Regulations

   By Guest klsconsulting, June 1, 2007
   • 9 replies
   • 5.2k views
   • 
   • Mike Preston
   • June 4, 2007

10. Affiliated Service Group?

    By Jason Grant, March 23, 2021
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 26, 2021

11. Control Group Testing

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

12. Hardship distrib OK after half of account pledged as security for a lo

    By Guest LARRY, August 25, 1998
    • 9 replies
    • 5.9k views
    • 
    • LCARUSI
    • September 2, 1998

13. Rev Proc 2008-50 Appendix A QNEC calculation

    By Guest CherylWD, March 23, 2011
    • 9 replies
    • 4.3k views
    • 
    • ETA Consulting LLC
    • April 1, 2011

14. Completely Remove Illiquid Private Company Stock from Plan

    By Anagoge, November 28, 2013
    • 9 replies
    • 3.4k views
    • 
    • BG5150
    • December 3, 2013

15. Starting new safe harbor plan

    By Jakyasar, August 21, 2022
    • 9 replies
    • 794 views
    • 
    • Jakyasar
    • August 23, 2022

16. Individualized 401(k) plans??? Help a.s.a.p

    By Guest STLGiant, June 19, 2002
    • 9 replies
    • 2.1k views
    • 
    • Alonzo
    • June 21, 2002

17. employer didn't make non-elective safe harbor contributions?

    By Guest BigQuestion, June 18, 2011
    • 9 replies
    • 8.3k views
    • 
    • K2retire
    • June 23, 2011

18. Largest 401k providers?

    By Guest rdillman, April 15, 2003
    • 9 replies
    • 7.3k views
    • 
    • MWeddell
    • April 29, 2003

19. Does Key EE Catch-up contribution trigger top heavy contribution?

    By Lori Foresz, December 9, 2004
    • 9 replies
    • 4.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 15, 2004

20. Payroll overpayment

    By reader, March 24, 2021
    • 9 replies
    • 2.1k views
    • 
    • Bri
    • March 29, 2021

21. Plan investment fees charged only to the accounts of terminated participants

    By Belgarath, July 24, 2023
    • 9 replies
    • 3.6k views
    • 
    • Belgarath
    • July 25, 2023

22. Participant deferred from severance--what kind of refund

    By BG5150, March 14, 2019
    • 9 replies
    • 1.1k views
    • 
    • JamesK
    • March 15, 2019

23. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.2k views
    • 
    • KJohnson
    • September 12, 2002

24. Catch-up Contribution/Plan Imposed Limitation

    By Guest John Comelately, December 21, 2006
    • 9 replies
    • 2.4k views
    • 
    • Mike Preston
    • December 23, 2006

25. Doctor Group

    By TPS, May 26, 2016
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • June 4, 2016

26. Safe Harbor Match?

    By Dougsbpc, September 3, 2019
    • 9 replies
    • 999 views
    • 
    • Mike Preston
    • September 5, 2019

27. Employer contributions to a HSA made through a Section 125 plan - income for 401k plan purposes?

    By Belgarath, January 25, 2022
    • 9 replies
    • 2.2k views
    • 
    • Belgarath
    • January 28, 2022

28. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 18, 2002

29. Spouse as beneficiary

    By austin3515, June 19, 2014
    • 9 replies
    • 1.6k views
    • 
    • FormsRstillmylife
    • June 24, 2014

30. Employee Contributions from Off-Cycle Bonus Pay

    By jaxon1225, June 19, 2018   

    • 401k
    • contributions
    • (and 1 more)

      Tagged with:

      • 401k
      • contributions
      • bonus pay
    • 9 replies
    • 5.2k views
    • 
    • BG5150
    • June 22, 2018

31. Deferrals stopped ... new owners - new payroll service

    By K-t-F, October 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2019

32. Controlled Group Question

    By Guest John Kleeman, March 12, 2007
    • 9 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 14, 2007

33. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

    By Guest sugar daddy, September 28, 2011
    • 9 replies
    • 1.8k views
    • 
    • K2retire
    • September 29, 2011

34. Plan Compensation and HSA premiums

    By Dougsbpc, January 29, 2013
    • 9 replies
    • 6.7k views
    • 
    • QDROphile
    • January 31, 2013

35. Top Heavy

    By ratherbereading, July 28, 2016   

    • Key top heavy
    • 9 replies
    • 818 views
    • 
    • My 2 cents
    • July 28, 2016

36. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • May 13, 2004

37. 401(k)

    By cpc0506, October 22, 2009
    • 9 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 28, 2009

38. Hardship Withdrawal from Rollover Source

    By Guest sroenigk, February 4, 2003
    • 9 replies
    • 4.9k views
    • 
    • E as in ERISA
    • February 5, 2003

39. UK Taxation of 401(k) Distributions

    By JWK, April 1, 2002
    • 9 replies
    • 4.6k views
    • 
    • mbozek
    • October 15, 2002

40. 401k deferrals and Compensation Limits..

    By Guest alyssakim, June 13, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2010

41. qualified plan vs IRA bankruptcy

    By Tom, May 20, 2024
    • 9 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 23, 2024

42. Employer Stock in 401(k) Plan

    By bzorc, June 12, 2022
    • 9 replies
    • 1.7k views
    • 
    • Linda Wilkins
    • June 30, 2022

43. Safe Harbor and Profit Sharing

    By 401kay, October 28, 2022
    • 9 replies
    • 1.1k views
    • 
    • Lou S.
    • November 17, 2022

44. FIdelity Bonding Coverage

    By stevena, January 14, 2004
    • 9 replies
    • 4.2k views
    • 
    • Guest
    • April 28, 2005

45. Schedule C SEP and 100% owner of sponsor of 401k plan

    By Guest johnpetrancosta, June 14, 2005
    • 9 replies
    • 2.2k views
    • 
    • Lame Duck
    • June 14, 2005

46. Otherwise Excludable Employees and ADP Testing

    By EBECatty, May 27, 2021
    • 9 replies
    • 2.7k views
    • 
    • BG5150
    • May 27, 2021

47. Access to Safe Harbor money

    By Guest Hartnett123, January 14, 2004
    • 9 replies
    • 1.9k views
    • 
    • ccassetty
    • January 15, 2004

48. Top heavy and safe harbor nonelective contribution

    By Guest Dolores Lawrence, March 4, 2004
    • 9 replies
    • 3k views
    • 
    • Tom Poje
    • March 12, 2004

49. spousal consent required when no J&S exists

    By WCC, September 2, 2015
    • 9 replies
    • 2.3k views
    • 
    • mbozek
    • September 2, 2015

50. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan, September 26, 2021
    • 9 replies
    • 921 views
    • 
    • VeryOldMan
    • September 29, 2021