401(k) Plans

19,275 topics in this forum

1. Retroactive addition of profit sharing contribution

   By 7806akp, January 31, 2012
   • 6 replies
   • 2.9k views
   • 
   • Kevin C
   • February 1, 2012

2. Amend Plan to exclude certain employees

   By TPA Bob, June 12, 2017   

   • exclusions
   • employees
   • (and 1 more)

     Tagged with:

     • exclusions
     • employees
     • amendment
   • 9 replies
   • 2.9k views
   • 
   • Belgarath
   • June 14, 2017

3. Immediate Entry for Rehire?

   By Susan S., June 19, 2014
   • 2 replies
   • 2.9k views
   • 
   • My 2 cents
   • June 20, 2014

4. Excluded employee allowed to participate

   By Belgarath, September 11
   • 3 replies
   • 2.9k views
   • 
   • Artie M
   • September 12

5. No employer match on Roth deferrals--how to test

   By jkharvey, May 27, 2016
   • 17 replies
   • 2.9k views
   • 
   • austin3515
   • June 1, 2016

6. Discretionary Match - Cut-back?

   By austin3515, June 24, 2014
   • 15 replies
   • 2.9k views
   • 
   • buckaroo
   • September 4, 2014

7. 401K money used to start a small business?

   By Guest quickfox, February 28, 2001
   • 15 replies
   • 2.9k views
   • 
   • Bill Berke
   • March 13, 2001

8. Failure to suspend deferrals following hardship withdrawal

   By Belgarath, September 13, 2006
   • 6 replies
   • 2.9k views
   • 
   • Zoey
   • August 15, 2009

9. Capital Accumulation Plan

   By Guest AlyssaC, May 4, 2007
   • 2 replies
   • 2.9k views
   • 
   • JanetM
   • May 7, 2007

10. How to handle part-timers in a plan with 3-month eligibility for parti

    By MR, March 3, 2001
    • 13 replies
    • 2.9k views
    • 
    • Kristina
    • March 19, 2001

11. How to handle deferrals that were never made?

    By Guest Shmedd, September 19, 2003
    • 6 replies
    • 2.9k views
    • 
    • R. Butler
    • October 13, 2003

12. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 2.9k views
    • 
    • KJohnson
    • August 5, 2003

13. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate, November 28, 2018   

    • common law spouse
    • beneficiary designation requirements
    • (and 1 more)

      Tagged with:

      • common law spouse
      • beneficiary designation requirements
      • spouse
    • 11 replies
    • 2.9k views
    • 
    • cheersmate
    • November 29, 2018

14. Cancel 401k and withdraw funds before 59 1/2.

    By Guest Michael G., January 31, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 31, 2001

15. Does 401K pretax contribution stop automatically at limit?

    By Guest Rita555, February 27, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 28, 2011

16. Best Training for 401(k) TPA?

    By Guest FREE401k, March 4, 2002
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • March 7, 2002

17. Entry Dte

    By DTH, May 25, 2005
    • 8 replies
    • 2.9k views
    • 
    • rcline46
    • May 26, 2005

18. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • February 14, 2019

19. Pre-tax 401k Rolled into a ROth IRA

    By austin3515, September 14, 2009
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • September 20, 2009

20. Corbel vs Accudraft

    By Guest Giovanni, August 27, 2004
    • 9 replies
    • 2.9k views
    • 
    • Archimage
    • October 27, 2005

21. Islamic Investment Funds

    By rocknrolls2, March 23, 2006
    • 10 replies
    • 2.9k views
    • 
    • david rigby
    • March 24, 2006

22. Control Group and Plan Termination

    By Guest fidelityrose, January 26, 2010
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 4, 2010

23. part-timers and eligibility

    By Guest ARSNASH, April 2, 2007
    • 4 replies
    • 2.9k views
    • 
    • J Simmons
    • April 3, 2007

24. SH that Excludes HCE's and Discretionary Match

    By austin3515, May 23, 2011
    • 15 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 24, 2011

25. Must the first day of a plan year be an entry date?

    By BG5150, December 4, 2015
    • 11 replies
    • 2.9k views
    • 
    • MWeddell
    • February 19, 2018

26. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka, December 8, 2019
    • 8 replies
    • 2.9k views
    • 
    • MWeddell
    • April 22, 2020

27. Deferral Election: Dollar Amount or Percentage of Pay?

    By Lori H, January 31, 2017
    • 8 replies
    • 2.9k views
    • 
    • Lori H
    • January 31, 2017

28. spinoff from open MEP

    By Robin Wilson, January 6, 2021
    • 5 replies
    • 2.9k views
    • 
    • Luke Bailey
    • January 6, 2021

29. Waiver of 10% Early Withdrawal Penalty

    By ldr, June 29, 2020
    • 6 replies
    • 2.9k views
    • 
    • MWeddell
    • July 1, 2020

30. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

    • 401k match
    • notice
    • 2 replies
    • 2.9k views
    • 
    • max2000
    • January 23, 2015

31. Impact of New CA Law ??

    By Guest halka, January 29, 2002
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • February 25, 2002

32. 5330's and Late 401(k) Contributions

    By Guest erisafried, April 10, 2001
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • April 12, 2001

33. Participant Benefit Statements

    By Guest Pennysaver, April 19, 2012
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • April 24, 2012

34. Bottom up QNEC guidence

    By Guest cohenron, March 3, 2004
    • 9 replies
    • 2.9k views
    • 
    • austin3515
    • September 13, 2006

35. Too late for 401(k)?

    By Brenda Wren, December 13, 2002
    • 15 replies
    • 2.9k views
    • 
    • Archimage
    • December 19, 2002

36. Rainmaker Plus

    By Guest Dolores, November 5, 2007
    • 7 replies
    • 2.9k views
    • 
    • Peanut Butter Man
    • November 7, 2007

37. Fidelity Bond Question?

    By stevena, August 3, 2001
    • 4 replies
    • 2.9k views
    • 
    • stevena
    • August 6, 2001

38. QNEC in Average Benefits - A Real Doozy...

    By austin3515, January 29, 2011
    • 10 replies
    • 2.9k views
    • 
    • ESOP Guy
    • February 3, 2011

39. Which fees can be charged to participants?

    By Guest TBene, January 27, 1999
    • 7 replies
    • 2.9k views
    • 
    • Wessex
    • January 28, 1999

40. Changing a fiscal year plan to a calendar year plan with the plan sponsor remaining on the fiscal year

    By Guest Diane DuFresne, November 27, 2013
    • 1 reply
    • 2.9k views
    • 
    • BG5150
    • November 27, 2013

41. Puerto Rico 401K tax rules

    By Guest tellid, October 5, 2004
    • 1 reply
    • 2.9k views
    • 
    • MWeddell
    • October 6, 2004

42. Catch-up Contributions and the "Employer Provided Limit"

    By Guest wolfman, December 5, 2001
    • 11 replies
    • 2.8k views
    • 
    • Dawn Hafner
    • August 4, 2003

43. In Service vs Hardship

    By 52626, February 12, 2014
    • 9 replies
    • 2.8k views
    • 
    • Lou S.
    • February 19, 2014

44. Terminating a 401k and starting a Simple IRA

    By Guest LSULLIVAN, November 6, 2007
    • 3 replies
    • 2.8k views
    • 
    • dmwe
    • November 21, 2007

45. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 2.8k views
    • 
    • 12AX7
    • April 2, 2013

46. Otherwise Excludable Employees

    By Becky Schwing, December 29, 2021
    • 9 replies
    • 2.8k views
    • 
    • rocknrolls2
    • December 30, 2021

47. In-Service Distributions at Any Age?

    By Guest Thornton, April 30, 2008
    • 14 replies
    • 2.8k views
    • 
    • Below Ground
    • May 2, 2008

48. Davis-Bacon/Prevailing Wage Offset of Safe Harbor

    By Guest CSTS, December 19, 2006
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • December 19, 2006

49. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 2.8k views
    • 
    • My 2 cents
    • May 23, 2016

50. QDRO Pending?

    By austin3515, April 23, 2010
    • 3 replies
    • 2.8k views
    • 
    • GMK
    • April 23, 2010