401(k) Plans

19,275 topics in this forum

1. Allocating forfeitures to individuals who decide not to participate in

   By Guest Bill Schulze, August 1, 2000
   • 9 replies
   • 1.9k views
   • 
   • IRC401
   • August 7, 2000

2. Allocating funds received from class action suits

   By AKconsult, September 24, 2007
   • 0 replies
   • 1k views
   • 
   • AKconsult
   • September 24, 2007

3. Allocating Gains Loss on Pooled Accounts

   By Karoline Curran, March 1, 2019
   • 12 replies
   • 2.9k views
   • 
   • justanotheradmin
   • March 5, 2019

4. Allocating/testing on Partial Compensation

   By abanky, June 18, 2015
   • 12 replies
   • 1.9k views
   • 
   • Mike Preston
   • June 26, 2015

5. Allocation based on years of service

   By 52626, June 15, 2015
   • 3 replies
   • 1.3k views
   • 
   • ESOP Guy
   • June 15, 2015

6. Allocation between Roth and non-Roth amounts when participant receives partial distribution from plan

   By Luke Bailey, April 4, 2018   

   • roth
   • 401(k)
   • (and 2 more)

     Tagged with:

     • roth
     • 401(k)
     • non-roth
     • distribution
   • 6 replies
   • 2k views
   • 
   • ETA Consulting LLC
   • April 5, 2018

7. Allocation Conditions and Profit Sharing

   By justatester, March 16, 2023
   • 6 replies
   • 1.9k views
   • 
   • CuseFan
   • March 17, 2023

8. Allocation conditions for part time employees

   By 30Rock, August 16, 2011
   • 2 replies
   • 1.2k views
   • 
   • 30Rock
   • August 16, 2011

9. allocation conditions for ps and match

   By pmacduff, February 18, 2014
   • 8 replies
   • 2k views
   • 
   • pmacduff
   • February 18, 2014

10. Allocation Conditions in SH 401(k) Plan

    By MarZDoates, April 30, 2013
    • 4 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 1, 2013

11. Allocation Conditions on a Multiple Employer Plan

    By austin3515, December 28, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • December 28, 2003

12. Allocation exception - retirement

    By pholosofizer, September 2, 2015
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • September 3, 2015

13. Allocation for participant who "retires" several times?

    By John A, November 11, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 11, 1999

14. Allocation Hours for First Short Plan Year

    By Vlad401k, February 8, 2016
    • 6 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 26, 2016

15. Allocation of 401K Contribution /Active Participation Rules

    By Guest dancin, April 29, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 30, 2008

16. Allocation of 401k/Roth EE contributions when annual IRS limit is reached

    By Linda Adams, September 25, 2017
    • 3 replies
    • 1.4k views
    • 
    • Linda Adams
    • September 26, 2017

17. Allocation of Class Action Recovery

    By RCK, June 23, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 24, 2006

18. Allocation of Contributions with Forfeitures to Separated Participants

    By Guest DudeRay, April 4, 2004
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • April 5, 2004

19. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE, November 15, 2012
    • 14 replies
    • 14.4k views
    • 
    • Guest
    • March 5, 2013

20. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 996 views
    • 
    • Guest
    • April 1, 2010

21. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 781 views
    • 
    • Guest
    • April 1, 2010

22. Allocation of ER Match

    By Guest bgiles, June 6, 2003
    • 0 replies
    • 937 views
    • 
    • Guest
    • June 6, 2003

23. Allocation of Forfeiture (415 Deadline)

    By 12AX7, September 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • September 4, 2013

24. Allocation of Forfeitures

    By anspai, March 26, 2009
    • 7 replies
    • 3.7k views
    • 
    • BG5150
    • March 27, 2009

25. Allocation of forfeitures

    By Guest moorhan, July 19, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 19, 2001

26. allocation of forfeitures

    By Guest le190, September 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 30, 1999

27. Allocation of Plan Expenses

    By Guest KEK, June 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • June 24, 2002

28. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 31, 2003

29. allocation of PS contribution for HCE's (timing)

    By k man, August 19, 2003
    • 6 replies
    • 1.7k views
    • 
    • R. Butler
    • August 20, 2003

30. Allocation of small forfeiture amounts

    By Guest Frank Jackson, February 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

31. Allocation Requirements Retro Waiver

    By LANDO, January 31, 2014   

    • Allocation Requirements Waive
    • 3 replies
    • 1.4k views
    • 
    • LANDO
    • February 3, 2014

32. Allocation schedule vs. Payroll report

    By 401king, May 15, 2019
    • 4 replies
    • 1.6k views
    • 
    • 401king
    • May 16, 2019

33. Allocation vs Accural For ABT & General Test

    By justatester, October 12, 2012
    • 2 replies
    • 3.4k views
    • 
    • Mike Preston
    • October 13, 2012

34. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • February 8, 2003

35. Allocations in Excess of 415 Limit

    By Gruegen, January 30, 2012
    • 29 replies
    • 16.1k views
    • 
    • ESOP Guy
    • April 10, 2012

36. Allocations Limited by 415

    By ac, January 18, 2024
    • 5 replies
    • 970 views
    • 
    • ConnieStorer
    • January 19, 2024

37. Allow Union Members to Particpate, but not receive employer contribution.

    By Rai401k, June 22, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2005

38. Allowable Formulas for Discretionary Match

    By vanders2240, June 18, 2015
    • 11 replies
    • 6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 20, 2015

39. Allowable Participant Fees

    By mlp0816, February 21, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 21, 2014

40. Allowable Plan Expenses

    By Guest slrogers, March 31, 2005
    • 5 replies
    • 2.4k views
    • 
    • R. Butler
    • April 1, 2005

41. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

    • Early Entry
    • 9 replies
    • 2.8k views
    • 
    • austin3515
    • January 13, 2016

42. Allowing 401(k) but Excluding From Safe Harbor Match

    By metsfan026, January 10, 2024
    • 3 replies
    • 620 views
    • 
    • austin3515
    • January 11, 2024

43. Allowing 403 b rollovers into a 401 k plan

    By Guest Pully, October 8, 1998
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • October 8, 1998

44. Allowing an NHCE to join the plan early - for deferrals only?

    By AlbanyConsultant, July 27, 2023
    • 2 replies
    • 660 views
    • 
    • Towanda
    • July 27, 2023

45. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • July 10, 2008

46. allowing deferrals in 401(k) plan before document is actually executed

    By Guest beth beaube, July 7, 1999
    • 12 replies
    • 2.5k views
    • 
    • LCARUSI
    • July 21, 1999

47. Allowing early entry

    By JPIngold, December 12, 2016
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 12, 2016

48. Alternate Payee is also a participant under the plan

    By Guest JHaggar, September 23, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • September 23, 2005

49. Alternative DC and Plan Acquisition

    By Guest Pippy, August 21, 2013   

    • Plan Termination
    • Acquisition
    • 3 replies
    • 1.9k views
    • 
    • jpod
    • August 21, 2013

50. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 15, 2012