401(k) Plans

19,319 topics in this forum

1. Fringe benefit definition

   By DLavigne, December 16, 2010
   • 1 reply
   • 2.9k views
   • 
   • QDROphile
   • December 16, 2010

2. Tax status of forfeiture buyback

   By Guest GMedley, June 8, 2001
   • 7 replies
   • 2.9k views
   • 
   • masteff
   • November 2, 2009

3. QNEC

   By Guest AJM 34, September 26, 2007
   • 4 replies
   • 2.9k views
   • 
   • BG5150
   • October 2, 2007

4. Fully Vested Match = QMAC?

   By legort69, January 23, 2019
   • 12 replies
   • 2.9k views
   • 
   • MWeddell
   • December 6, 2019

5. Participant Benefit Statements

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

6. Conditional Employer Match

   By Guest Tom Moses, November 11, 1998
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • November 24, 1998

7. 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

8. ERISA compliance requirements for school district (public agency) 401(a) or 401(k) plans

   By Guest Gary C, April 5, 2005
   • 4 replies
   • 2.9k views
   • 
   • mbozek
   • April 6, 2005

9. ADP Refund for deceased participant

   By buckaroo, March 10, 2014
   • 2 replies
   • 2.9k views
   • 
   • jpod
   • March 14, 2018

10. Participant loan has to be less than 50% of vested balance?

    By Guest Lin, May 8, 2009
    • 8 replies
    • 2.9k views
    • 
    • J Simmons
    • May 8, 2009

11. In Service vs Hardship

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

12. Safe harbor match withdrawal restrictions

    By PAL, September 25, 2006
    • 2 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 25, 2006

13. Prevailing Wage

    By Tom, October 13, 2022
    • 5 replies
    • 2.9k views
    • 
    • Tom
    • October 14, 2022

14. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.9k views
    • 
    • Jon Chambers
    • January 12, 2000

15. Minor Beneficiary

    By Guest mrtnoc, July 23, 2009
    • 3 replies
    • 2.9k views
    • 
    • Bird
    • July 24, 2009

16. Wrong Contribution what to do with interest

    By PFranckowiak, May 16, 2017
    • 31 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • May 19, 2017

17. Immediate Entry for Rehire?

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

18. Suspending nonelective Safe Harbor mid-year

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

19. Discretionary Match - Cut-back?

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

20. Negative 401(k) payroll contribution

    By justasking, November 7, 2014
    • 1 reply
    • 2.9k views
    • 
    • Lou S.
    • November 7, 2014

21. Fidelity Bond Question?

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

22. Retroactive addition of profit sharing contribution

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

23. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 2.9k views
    • 
    • My 2 cents
    • May 23, 2016

24. How to handle deferrals that were never made?

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

25. Best Training for 401(k) TPA?

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

26. Entry Dte

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

27. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun, May 13, 2021
    • 10 replies
    • 2.9k views
    • 
    • BenefitJack
    • May 17, 2021

28. Allocating Forfeiture Account For Terminated Plan

    By metsfan026, November 17, 2023
    • 6 replies
    • 2.9k views
    • 
    • Luke Bailey
    • November 21, 2023

29. 401K money used to start a small business?

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

30. Can contributions exceed compensation?

    By Guest Bob Monte, March 20, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2002

31. What is deadline for making a QNEC?

    By Guest Theresa, October 26, 1999
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • October 27, 1999

32. Forfeiture Reallocations Timing

    By Guest Charles G, December 22, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 27, 2000

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

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

34. Rainmaker Plus

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

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

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

36. Too late for 401(k)?

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

37. Failure to suspend deferrals following hardship withdrawal

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

38. Failed ADP and Match Calculation

    By Dazednconfused, January 5, 2011
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • January 18, 2011

39. 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

40. QDRO

    By Madison71, February 18, 2010
    • 17 replies
    • 2.9k views
    • 
    • Madison71
    • February 19, 2010

41. Corbel vs Accudraft

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

42. QDRO Pending?

    By austin3515, April 23, 2010
    • 3 replies
    • 2.9k views
    • 
    • GMK
    • April 23, 2010

43. converting defined benefit to 401(k)

    By Guest Liesl, May 27, 1999
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • June 23, 1999

44. Rollovers between spouses

    By austin3515, September 10, 2003
    • 11 replies
    • 2.9k views
    • 
    • WDIK
    • September 10, 2003

45. Terminating from a PEP

    By Keith Lowery, October 23, 2024
    • 13 replies
    • 2.9k views
    • 
    • PEP-HUB.com
    • October 25, 2024

46. Eligible compensation issue and correction

    By Zach Del, September 7, 2023
    • 6 replies
    • 2.9k views
    • 
    • EBP Guy
    • September 21, 2023

47. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • February 12, 2000

48. Distribution upon Sale of Subsidiary

    By Scott, February 2, 1999
    • 5 replies
    • 2.9k views
    • 
    • QDROphile
    • February 3, 1999

49. Employer match in Safe Harbor 401k

    By Lori H, November 21, 2008
    • 11 replies
    • 2.9k views
    • 
    • Tom Poje
    • December 3, 2008

50. Control Group and Plan Termination

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