401(k) Plans

19,275 topics in this forum

1. Safe Harbor and Non Safe Harbor Plan

   By Dougsbpc, March 8, 2013
   • 1 reply
   • 2.7k views
   • 
   • Tom Poje
   • March 8, 2013

2. NHCEs covered under DB Plan, can HCE's contribute to 401(k) Plan?

   By Guest Richard Scheer, February 1, 2002
   • 16 replies
   • 2.7k views
   • 
   • Guest
   • February 4, 2002

3. s-corp bank stock in 401k

   By Guest padmin, March 20, 2007
   • 2 replies
   • 2.7k views
   • 
   • BeckyMiller
   • April 9, 2007

4. Proxy voting

   By Scuba 401, January 21, 2000
   • 3 replies
   • 2.7k views
   • 
   • KJohnson
   • January 25, 2000

5. ADP and 402(g) Failure

   By Guest Leigh Lindsey, November 18, 1999
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • November 18, 1999

6. Can a company announce a 401k Safe Harbor change and then abandon the change the next day?

   By Guest helcul, December 4, 2006
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • December 7, 2006

7. Catch up contributions in off-calendar year plan

   By Guest Dave Peckham, August 5, 2011
   • 9 replies
   • 2.7k views
   • 
   • Bird
   • August 8, 2011

8. Question about uniform allocation formula

   By Guest lawdawg, November 20, 2001
   • 2 replies
   • 2.7k views
   • 
   • jaemmons
   • November 20, 2001

9. Safe harbor 401(k) plus cross-tested PS plan

   By Guest Dave Peckham, July 29, 2004
   • 14 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • August 4, 2004

10. Excess Annual Additions and ADP/ACP Test

    By Guest ArrowMatt, January 24, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2004

11. Permissive Aggregation for coverage testing

    By Guest cxs, May 21, 2014
    • 1 reply
    • 2.7k views
    • 
    • MWeddell
    • May 22, 2014

12. Fideility will not tell me anything and I am only survivor

    By Guest dulan, October 22, 2006
    • 2 replies
    • 2.7k views
    • 
    • Locust
    • October 23, 2006

13. Service-Based Allocations - eligible to participate, but no allocation

    By 00hskrgrl, June 22, 2012
    • 4 replies
    • 2.7k views
    • 
    • Kevin C
    • July 6, 2012

14. Employer initiated terminations that lead to partial plan termination?

    By Guest 410b, November 4, 2009
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2009

15. Reimbursement of Plan Sponsor by Plan for certain Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • January 9, 2004

16. eligibility/entry date ???'s re 401(K)

    By chris, February 5, 2003
    • 7 replies
    • 2.7k views
    • 
    • austin3515
    • February 27, 2003

17. Controlled Group - 2 plans safe harbor/non safe harbor

    By WCC, September 30, 2013
    • 1 reply
    • 2.7k views
    • 
    • ETA Consulting LLC
    • September 30, 2013

18. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • April 26, 2019

19. Change Profit Sharing Formula Mid-Year!

    By Panda, January 18, 2024
    • 9 replies
    • 2.7k views
    • 
    • Bird
    • January 22, 2024

20. QNECs and catch up contributions

    By Guest phyphy, March 22, 2004
    • 10 replies
    • 2.7k views
    • 
    • jquazza
    • March 24, 2004

21. money purchase to 401(k)

    By Lori H, November 6, 2008
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 6, 2008

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

    By Carol V. Calhoun, May 13, 2021
    • 10 replies
    • 2.7k views
    • 
    • BenefitJack
    • May 17, 2021

23. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.7k views
    • 
    • bmore1147
    • June 9, 2020

24. Top Heavy Minimum Deadline

    By Dougsbpc, March 3, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 6, 2005

25. Hardship for medical expenses paid on credit card?

    By jkharvey, December 6, 2006
    • 7 replies
    • 2.7k views
    • 
    • JanetM
    • January 5, 2007

26. Undocumented Immigrant

    By Guest BED, August 19, 2011
    • 2 replies
    • 2.7k views
    • 
    • Peter Gulia
    • August 19, 2011

27. Successor Plan Rules

    By ARPC, September 11, 2018   

    • new plan
    • termination
    • (and 1 more)

      Tagged with:

      • new plan
      • termination
      • bankruptcy
    • 8 replies
    • 2.7k views
    • 
    • Luke Bailey
    • September 13, 2018

28. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2013

29. Puerto Rico Residents in US Qualified Plan - Can they be excluded from ACP Test?

    By Guest rocnrols2, December 5, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 17, 2003

30. Blackout Notice & individual accounts

    By Guest jim williams, July 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 22, 2004

31. Do all states recognize 401(k) contributions?

    By Sully, February 18, 2009
    • 5 replies
    • 2.7k views
    • 
    • Sully
    • February 19, 2009

32. QNECs and 401(a)(4)

    By KJohnson, October 24, 1999
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • October 25, 1999

33. 401k beneficiary New Marriage

    By Guest denalilarry, October 16, 2001
    • 3 replies
    • 2.7k views
    • 
    • QDROphile
    • October 18, 2001

34. Rabbi Trust and Divorce

    By Guest halka, April 2, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2002

35. Plan w/o HCEs - testing issues?

    By Guest Benefitsrock, September 6, 2007
    • 12 replies
    • 2.7k views
    • 
    • CTipper
    • September 16, 2007

36. Black out notice for pooled accounting

    By Jim Chad, June 5, 2003
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • June 6, 2003

37. Negative elections for current employees?

    By Wessex, November 23, 1998
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • January 5, 1999

38. Notice before mandatory distribution/payoff for 401k loan

    By Guest Janice J, April 9, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 9, 2001

39. Hardship as Loan Offset

    By austin3515, August 7, 2008
    • 6 replies
    • 2.7k views
    • 
    • ERISAnut
    • August 13, 2008

40. Nondiscrimination testing

    By holdco, October 1, 2012
    • 3 replies
    • 2.7k views
    • 
    • Mike Preston
    • October 1, 2012

41. Changing a Vesting Schedule

    By Guest Steve Nolan, November 11, 1998
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 1998

42. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • February 20, 2009

43. Excess deferral across two plans--too late now?

    By BG5150, May 6, 2024
    • 11 replies
    • 2.7k views
    • 
    • Lou S.
    • May 7, 2024

44. Permissible Withdrawals under EACA and ADP/ACP

    By PMC, November 12, 2007
    • 10 replies
    • 2.7k views
    • 
    • Belgarath
    • November 15, 2007

45. ADP Test for Prevailing Wage Plan

    By Guest notapensiongeek, August 25, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2008

46. Amend Use of Forfeiture

    By 12AX7, August 8, 2011
    • 10 replies
    • 2.7k views
    • 
    • GMK
    • August 8, 2011

47. Can QNEC be used to pass ACP

    By Lori Foresz, September 28, 2004
    • 3 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2004

48. CO switches PEO -- how should we handle the 401K transfer?

    By Guest srflad, July 3, 2002
    • 1 reply
    • 2.7k views
    • 
    • alanm
    • July 12, 2002

49. Automatic Enrollment - notice not provided

    By Tinman, April 12, 2018
    • 1 reply
    • 2.7k views
    • 
    • Kevin C
    • April 13, 2018

50. Required Minimum Distributions - 5% Owner Sold His Stake

    By newplananalyst, December 8, 2014
    • 6 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • December 9, 2014