401(k) Plans

19,320 topics in this forum

1. Any statutory rule against one-year hold-out from 401(k) deferrals for

   By John A, April 17, 2001
   • 8 replies
   • 2.9k views
   • 
   • Richard Anderson
   • April 17, 2001

2. Real Estate...PT ?

   By K-t-F, December 20, 2004
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • December 27, 2004

3. Plan compensation defined per A.A.

   By Lori H, September 18, 2013
   • 8 replies
   • 2.9k views
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   • rcline46
   • September 19, 2013

4. Use of Discretionary Match in safe harbor 401(k)

   By chris, September 13, 2001
   • 8 replies
   • 2.3k views
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   • Tom Poje
   • September 14, 2001

5. 415 limits

   By Guest johng44, October 9, 2002
   • 8 replies
   • 2.7k views
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   • Guest
   • October 11, 2002

6. safe harbor 3% non-elective 401(k) deduction limits

   By Guest Mike Kimball, December 29, 1999
   • 8 replies
   • 3.2k views
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   • Tom Poje
   • February 24, 2003

7. Top Paid Group

   By Guest elang, May 25, 2010
   • 8 replies
   • 3.1k views
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   • Guest
   • May 26, 2010

8. 409A

   By Belgarath, January 9, 2020
   • 8 replies
   • 2.4k views
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   • Luke Bailey
   • February 25, 2020

9. Amend vesting

   By jkharvey, January 11, 2011
   • 8 replies
   • 5.2k views
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   • Guest
   • January 12, 2011

10. Removing Participating Employer as of Purchase Date

    By khn, January 5
    • 8 replies
    • 675 views
    • 
    • Artie M
    • January 7

11. 1% owner for key employee

    By nancy, April 7, 1999
    • 8 replies
    • 4k views
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    • Dan
    • April 9, 1999

12. Section 415 Limits and refunds on earnings

    By Dominic, March 3, 2025
    • 8 replies
    • 1.7k views
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    • Dominic
    • March 13, 2025

13. Life insurance investment

    By Dan, November 7, 2006
    • 8 replies
    • 2.3k views
    • 
    • SteveH
    • November 10, 2006

14. Is a 5330 Necessary If Late Deposit of Deferrals Is Corrected Under VFC?

    By Übernerd, June 17, 2013   

    • 5330
    • VFCP
    • (and 1 more)

      Tagged with:

      • 5330
      • VFCP
      • PTE 2002-51
    • 8 replies
    • 5.5k views
    • 
    • jim241
    • December 15, 2020

15. Assignment Issue? Forgoing Match By Receiving Student Loan Assistance

    By erisa parrot, October 20, 2017
    • 8 replies
    • 1.4k views
    • 
    • Luke Bailey
    • October 23, 2017

16. Can a Safe Harbor 401(k) plan exclude a class of employees

    By katieinny, June 18, 2009
    • 8 replies
    • 13.2k views
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    • Guest
    • June 19, 2009

17. 1099 for Excess Contribution

    By Rob P, March 3, 2010
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 8, 2010

18. Ineligible Employee defers during the plan year

    By JKW, February 13, 2013
    • 8 replies
    • 7.6k views
    • 
    • Kevin C
    • February 22, 2013

19. Match different for 2 parts of the year

    By Jim Chad, July 31, 2015
    • 8 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 5, 2015

20. VFCP Program

    By austin3515, March 30, 2017
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • April 3, 2017

21. 402(g) excess for partner

    By R. Butler, September 12, 2017
    • 8 replies
    • 1.2k views
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    • Tom Poje
    • September 14, 2017

22. Employee Deferrals incorrectly invested

    By Guest stevena1, June 15, 2006
    • 8 replies
    • 2k views
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    • Dan
    • June 23, 2006

23. Relying on Social Security Administration decision about disability

    By Peter Gulia, December 20, 2016   

    • claims procedure; disability
    • 8 replies
    • 1.5k views
    • 
    • hr for me
    • December 21, 2016

24. 401(k) loans

    By Guest rfopiano, August 4, 2001
    • 8 replies
    • 2.5k views
    • 
    • Jon Chambers
    • August 9, 2001

25. Failure to contribute SH 3%

    By Brenda Wren, May 26, 2010
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2010

26. Amend Plan Entry Dates

    By austin3515, December 16, 2014
    • 8 replies
    • 2.3k views
    • 
    • austin3515
    • December 16, 2014

27. 401(k) Contribution Due Date - Over 100 Plan Participants

    By Stash026, November 16, 2020
    • 8 replies
    • 1.1k views
    • 
    • acm_acm
    • November 19, 2020

28. Corrective allocations a fiduciary issue?

    By Guest, December 12, 2000
    • 8 replies
    • 2k views
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    • Jon Chambers
    • December 14, 2000

29. catch up contributions

    By Guest lindamichals, December 23, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2003

30. Margin purchases and short sales.

    By Guest Thornton, January 3, 2002
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • January 8, 2002

31. Participant Loan Age Limit

    By austin3515, August 26, 2003
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • August 29, 2003

32. Looking for advice- 401(k) plan with several employees having post-tax balance...

    By Guest jhilliard, May 6, 2004
    • 8 replies
    • 1.2k views
    • 
    • Harwood
    • May 7, 2004

33. Restatements and Protected Benefits

    By Gadgetfreak, September 5, 2014   

    • Restatements
    • Protected Benefits
    • 8 replies
    • 4k views
    • 
    • Lou S.
    • September 5, 2014

34. Termination date for plan sponsor involved in asset sale

    By cpc0506, October 25, 2018
    • 8 replies
    • 1.9k views
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    • cpc0506
    • October 27, 2018

35. Amending the Profit Sharing feature of a SH Plan

    By Barbara, October 25, 2018
    • 8 replies
    • 3.9k views
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    • Kevin C
    • October 31, 2018

36. Taking over a Plan with excess contributions

    By Guest tbt, September 17, 2001
    • 8 replies
    • 2k views
    • 
    • Guest
    • September 20, 2001

37. Age-weighted PSP in Floor/offset

    By Guest Ddalk, April 25, 2003
    • 8 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 29, 2003

38. Strange match request

    By Guest JPIngold, December 4, 2012
    • 8 replies
    • 1.6k views
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    • Jim Chad
    • December 4, 2012

39. How to Eliminate In-Service Distributions in 401(k) in a Merger?

    By Guest woodchuck, April 22, 2008
    • 8 replies
    • 3.4k views
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    • BG5150
    • April 25, 2008

40. Past Service

    By k man, February 26, 2008
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 27, 2008

41. QNEC Testing

    By justatester, December 4, 2012
    • 8 replies
    • 2.5k views
    • 
    • justatester
    • December 6, 2012

42.  If SH is removed mid-year due to acquisition, do SH provisions apply for that year and you don't need to worry about ADP testing?

    By Chris123, April 27, 2021
    • 8 replies
    • 1.6k views
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    • Chris123
    • April 29, 2021

43. Lifetime Income Illustration Formula

    By JOH, August 25, 2021
    • 8 replies
    • 2.9k views
    • 
    • 401king
    • February 25, 2022

44. Receiving comission on your own plan?

    By Guest Rexx, September 2, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 4, 2004

45. Current year testing vs. prior year

    By FJR, June 26, 2001
    • 8 replies
    • 3.6k views
    • 
    • Bob R
    • July 1, 2001

46. Catch up limits for low paid participants

    By pbarrett, March 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 21, 2003

47. SSA locates missing participant

    By CLE401kGuy, May 28, 2014
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • June 16, 2014

48. 410b issue in a controlled group?

    By AlbanyConsultant, February 16, 2013
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2013

49. RMD to a younger spouse beneficiary

    By Below Ground, September 8, 2014
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • September 8, 2014

50. Eligibility related

    By Jakyasar, December 22, 2021
    • 8 replies
    • 1.1k views
    • 
    • Bri
    • December 23, 2021