401(k) Plans

19,319 topics in this forum

1. Hardship for medical expenses paid on credit card?

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

2. HELP - 415 compensation definition

   By PAL, March 2, 2007
   • 0 replies
   • 2.7k views
   • 
   • PAL
   • March 2, 2007

3. QNECs and 401(a)(4)

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

4. REA & 1.411(d)-4

   By ERISA25, August 25, 2009
   • 7 replies
   • 2.7k views
   • 
   • Mike Preston
   • September 2, 2009

5. IRS News Flash on IRA Rollovers

   By Scott, March 2, 2005
   • 10 replies
   • 2.7k views
   • 
   • JDuns
   • March 4, 2005

6. Primary Residential Loans

   By Safeharbor29, May 12, 2015   

   • Loans
   • primary residence
   • (and 1 more)

     Tagged with:

     • Loans
     • primary residence
     • penalties
   • 4 replies
   • 2.7k views
   • 
   • K2retire
   • October 16, 2017

7. Plan w/o HCEs - testing issues?

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

8. Client Withheld Too Much 401k

   By austin3515, June 5, 2020
   • 11 replies
   • 2.7k views
   • 
   • Larry Starr
   • June 10, 2020

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

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

10. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • April 1, 2011

11. Question about uniform allocation formula

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

12. Are contributions to/for ineligible employees included in ADP and ACP

    By John A, January 21, 2000
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 25, 2000

13. 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

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

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

15. 401k beneficiary New Marriage

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

16. Is a Safe Harbor QACA Match of 100% of 6% OK?

    By Anagoge, January 30, 2020
    • 2 replies
    • 2.7k views
    • 
    • Anagoge
    • February 4, 2020

17. ADP and 402(g) Failure

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

18. Inclusion of ineligible employee

    By Guest Peggy806, March 2, 2009
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • March 31, 2009

19. 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

20. Catch up contributions in off-calendar year plan

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

21. Match Calculation - Who is responsible?

    By katie58, September 6, 2018
    • 16 replies
    • 2.7k views
    • 
    • ARPC
    • September 11, 2018

22. Proxy voting

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

23. Loan as a rollover from one employer 401(k) to new er 401(k) plan

    By Guest pinsall, June 18, 2000
    • 7 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • June 21, 2000

24. 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

25. Medical Loss Ratio (MLR) rebates

    By fiona1, August 14, 2012
    • 2 replies
    • 2.7k views
    • 
    • dcoderre
    • January 24, 2013

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

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

27. money purchase to 401(k)

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

28. QNECs and catch up contributions

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

29. Excess Annual Additions and ADP/ACP Test

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

30. Recover Embezzled Funds from Embezzler's 401k

    By Chris B, September 16, 2018   

    • 401k clawback embezzled funds
    • clawback
    • (and 2 more)

      Tagged with:

      • 401k clawback embezzled funds
      • clawback
      • embezzled
      • 401k
    • 8 replies
    • 2.7k views
    • 
    • Albert F
    • September 18, 2018

31. Automatic Enrollment - notice not provided

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

32. 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

33. Rabbi Trust and Divorce

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

34. Where do I find a ERISA attorney?

    By Guest dulan, August 21, 2007
    • 6 replies
    • 2.7k views
    • 
    • KJohnson
    • September 6, 2007

35. 401(k) Withdrawals while still working

    By Guest blackacre, February 13, 2003
    • 8 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 14, 2003

36. 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

37. Undocumented Immigrant

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

38. Top Heavy Minimum Deadline

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

39. Commissions paid to owner of LLC filing as S Corp

    By legort69, May 5, 2021
    • 12 replies
    • 2.7k views
    • 
    • tom ford
    • May 28, 2024

40. 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

41. Hardship as Loan Offset

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

42. Beneficiary dies - Does beneficiary's spouse receive death benefit?

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • February 6, 2002

43. Black out notice for pooled accounting

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

44. Negative elections for current employees?

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

45. What can an employer do with unclaimed money?

    By Guest Adriana Hook, May 22, 2001
    • 7 replies
    • 2.7k views
    • 
    • AndyH
    • May 25, 2001

46. Blackout Notice & individual accounts

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

47. What to do with gain from recordkeeping erorrs?

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

48. 401k rollover to spousal IRA

    By t.haley, August 27, 2015
    • 3 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 28, 2015

49. 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

50. Revised ADP refunds because of bad compensation

    By pholosofizer, March 23, 2018
    • 9 replies
    • 2.7k views
    • 
    • BG5150
    • March 27, 2018