401(k) Plans

19,319 topics in this forum

1. Bottom up QNEC guidence

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

2. Impact of New CA Law ??

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

3. Gateway Testing

   By justatester, December 8, 2011
   • 3 replies
   • 2.9k views
   • 
   • Lou S.
   • December 8, 2011

4. SH that Excludes HCE's and Discretionary Match

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

5. Entry date of July 1 and 3% safe harbor

   By Guest rffahey, December 30, 2003
   • 6 replies
   • 2.9k views
   • 
   • Mike Preston
   • December 30, 2003

6. part-timers and eligibility

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

7. ROBS 401(k) with existing individual plan and loan

   By matth100, October 2, 2017
   • 8 replies
   • 2.9k views
   • 
   • imchipbrown
   • October 5, 2017

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

   By Guest wolfman, December 5, 2001
   • 11 replies
   • 2.9k views
   • 
   • Dawn Hafner
   • August 4, 2003

9. Which fees can be charged to participants?

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

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

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

11. 5330's and Late 401(k) Contributions

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

12. Terminating a 401k and starting a Simple IRA

    By Guest LSULLIVAN, November 6, 2007
    • 3 replies
    • 2.9k views
    • 
    • dmwe
    • November 21, 2007

13. Employee status-terminated awaiting payment

    By Miquiztli, March 15, 2020
    • 3 replies
    • 2.9k views
    • 
    • Larry Starr
    • March 16, 2020

14. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 2.9k views
    • 
    • Bird
    • April 15, 2015

15. 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

16. Plan offers brokerage to only those with substantial balances - discri

    By MR, October 25, 2000
    • 8 replies
    • 2.9k views
    • 
    • MoJo
    • October 27, 2000

17. ADP/ACP refunds - 2 1/2 month deadline

    By fiona1, January 27, 2006
    • 3 replies
    • 2.9k views
    • 
    • MWeddell
    • January 31, 2006

18. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

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

19. Missed Loan repayment

    By Guest lbz123, July 23, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • July 28, 2009

20. Puerto Rico 401K tax rules

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

21. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2008

22. TPA fees passed to TERM Paticipants

    By PainPA, February 10, 2012
    • 24 replies
    • 2.9k views
    • 
    • GMK
    • February 16, 2012

23. What to do with after tax 401K contributions

    By Guest MikeF, August 20, 2000
    • 3 replies
    • 2.9k views
    • 
    • MWeddell
    • August 21, 2000

24. Hardship

    By ryan1986, August 21, 2021
    • 3 replies
    • 2.9k views
    • 
    • 401king
    • August 25, 2021

25. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • February 21, 2003

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

    By Guest CSTS, December 19, 2006
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • December 19, 2006

27. Holding Account

    By Guest johnberube, January 30, 2009
    • 4 replies
    • 2.9k views
    • 
    • rcline46
    • February 2, 2009

28. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren, May 5, 2006
    • 7 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 8, 2006

29. Definition of spouse as spouse in an opposite sex marriage

    By Guest Do, May 7, 2004
    • 11 replies
    • 2.9k views
    • 
    • david rigby
    • July 12, 2004

30. Partial Plan Termination - Rehired Employees

    By blue, November 24, 2009
    • 3 replies
    • 2.9k views
    • 
    • david rigby
    • November 24, 2009

31. Updating 401(k) plan disability benefit claim procedures

    By prototypical, February 5, 2018
    • 13 replies
    • 2.9k views
    • 
    • Luke Bailey
    • February 8, 2018

32. 401(k) audit requirements

    By Guest J Snelling, April 1, 2009
    • 4 replies
    • 2.9k views
    • 
    • Kevin C
    • April 2, 2009

33. Plan Loans Maximum Allowed

    By jquazza, January 21, 2005
    • 15 replies
    • 2.9k views
    • 
    • jquazza
    • January 21, 2005

34. 401K loan to pay off a student loan

    By Guest DCMC, June 17, 2014   

    • 401K loan
    • student loan
    • 16 replies
    • 2.9k views
    • 
    • jpod
    • June 17, 2014

35. Top Heavy Test & Forfeitures

    By Guest A. Rostosky, September 5, 2000
    • 5 replies
    • 2.9k views
    • 
    • Richard Anderson
    • September 6, 2000

36. 415 Excess & Deductible Limit

    By Guest Phil L, January 9, 2001
    • 2 replies
    • 2.9k views
    • 
    • QDROphile
    • January 10, 2001

37. Inservice W/D prior to age 59 1/2

    By Guest S FISCHER, July 3, 2001
    • 3 replies
    • 2.9k views
    • 
    • MWeddell
    • July 5, 2001

38. Have a profit sharing plan question

    By Guest DonnaF, May 17, 2011
    • 10 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 19, 2011

39. Determination of > 5% Owner Status

    By Guest JSCOTT, January 31, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 3, 2005

40. Confused about coverage testing

    By Guest DIGMYDOG, August 27, 2003
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • August 28, 2003

41. Individual HCE allocation groups in XT 401k

    By Guest NiceGuyMike, April 28, 2004
    • 12 replies
    • 2.9k views
    • 
    • WDIK
    • May 10, 2004

42. Effect of Participant's Death on Outstanding Loan

    By Guest rocnrols2, September 13, 2005
    • 4 replies
    • 2.9k views
    • 
    • Alf
    • September 14, 2005

43. Deferral of bonus compensation after plan termination

    By Guest wolfpack, June 10, 1999
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • June 16, 1999

44. Participant Audit Guidelines

    By Guest Jason_V, August 8, 2006
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • August 21, 2006

45. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 5, 2013

46. conversion confusion

    By PensionNewbee, June 2, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • June 7, 2004

47. 401k Funded Business (ROBS) Exempt in Personal Bankruptcy?

    By Stephen Michael, October 31, 2019   

    • 401k
    • robs
    • (and 2 more)

      Tagged with:

      • 401k
      • robs
      • personal bankruptcy
      • exemption
    • 6 replies
    • 2.9k views
    • 
    • Larry Starr
    • November 1, 2019

48. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen, February 12, 2024
    • 5 replies
    • 2.9k views
    • 
    • Peter Gulia
    • February 12, 2024

49. Plan compensation defined per A.A.

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

50. Salary Deferrals post hardship Distribution

    By Dougsbpc, February 22, 2012
    • 15 replies
    • 2.9k views
    • 
    • Dougsbpc
    • February 23, 2012