401(k) Plans

19,275 topics in this forum

1. Distribution while still employed

   By Guest CGBS, January 5, 2000
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • January 6, 2000

2. Reinstate fofeitured balance upon rehire

   By Guest Lisak, August 12, 2008
   • 4 replies
   • 2.6k views
   • 
   • Tom Poje
   • August 13, 2008

3. Age Weighted/SH 401K

   By K-t-F, August 6, 2004
   • 6 replies
   • 2.6k views
   • 
   • K-t-F
   • August 7, 2004

4. Temporary Employee Hired Full-Time

   By austin3515, September 22, 2004
   • 4 replies
   • 2.6k views
   • 
   • mbozek
   • September 23, 2004

5. Annual additions

   By Guest bdm_7458, November 13, 2008
   • 12 replies
   • 2.6k views
   • 
   • austin3515
   • November 15, 2008

6. QDRO for Top Hat Plan

   By ERISA25, August 6, 2009
   • 4 replies
   • 2.6k views
   • 
   • mbozek
   • August 7, 2009

7. related match for ADP failure

   By Tom Poje, January 23, 2006
   • 4 replies
   • 2.6k views
   • 
   • E as in ERISA
   • January 23, 2006

8. Overpayment of ADP Test Refund

   By Just Me, September 15, 2006
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • May 9, 2007

9. Multiple Employer Deferral Deposit Timing

   By Below Ground, June 23, 2006
   • 18 replies
   • 2.6k views
   • 
   • WDIK
   • June 29, 2006

10. 3rd Party Sick Pay

    By Guest Mike Schwing, May 21, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 24, 2003

11. Can you exclude refunded deferrals from account balances for calculati

    By Guest pension222, April 26, 2001
    • 7 replies
    • 2.6k views
    • 
    • Medusa
    • April 30, 2001

12. Tiered Matching Contributions

    By Guest Laura Millwood, November 9, 1998
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 11, 1998

13. Discrimination Tests & HCE definitions

    By pmacduff, August 25, 2003
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • January 17, 2004

14. Changing ADP/ACP Testing Methods

    By Lucky32, February 22, 2023
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • February 28, 2023

15. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • March 17, 2006

16. Layoff - vesting requirement under 401(k) Plan

    By Guest benefitsanalyst, March 30, 2001
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • March 30, 2001

17. Forfeitures and QNEC's

    By Guest welcomehome, March 5, 2004
    • 5 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 10, 2004

18. Form for relying on a participant’s written statement that she has a hardship?

    By Peter Gulia, August 4, 2023   

    • hardship; self-certification; secure 2.0
    • 21 replies
    • 2.6k views
    • 
    • MoJo
    • August 9, 2023

19. hardship distributions and tax withholding

    By Guest cbclark, April 13, 2012
    • 2 replies
    • 2.6k views
    • 
    • masteff
    • April 13, 2012

20. Trustee being removed, needs to sign amendment?

    By TPApril, April 27, 2022
    • 13 replies
    • 2.6k views
    • 
    • Peter Gulia
    • April 29, 2022

21. 401(k) PS & ESOP Plan - whose contribution?

    By Guest SuzieQNEC, March 9, 2009
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • April 9, 2009

22. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.6k views
    • 
    • cybertruck
    • January 31, 2020

23. 401(k)(10) regulations

    By Guest PGH.ERISA, March 18, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • March 21, 2008

24. Correcting Accounting / Investment Errors

    By Guest RV, May 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 2000

25. Missing Participants

    By Guest AdminFL, October 12, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

26. Loans and Cure Period

    By Alex Daisy, June 20, 2011
    • 1 reply
    • 2.6k views
    • 
    • Bird
    • June 20, 2011

27. Proper ADP compensation for testing

    By Guest 410b, May 6, 2009
    • 5 replies
    • 2.6k views
    • 
    • rcline46
    • May 6, 2009

28. hardship withdrawal for inmate

    By Guest cc1898, July 14, 2006
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • July 14, 2006

29. 401(a)(17) & EGTRRA

    By Guest Donkey Kong, June 4, 2002
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • June 6, 2002

30. Forced Cashout of Required Minimum Distribution

    By Guest PenGuy, December 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • December 8, 2003

31. Hardship withdrawals

    By Guest LSULLIVAN, January 27, 2006
    • 8 replies
    • 2.6k views
    • 
    • saabraa
    • January 28, 2006

32. Safe Harbor cont & half year comp

    By Guest DazedAndConfused, August 1, 2006
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • August 4, 2006

33. Is this a Discretionary Match that Can Be Reduced Now?

    By 401 Chaos, September 21, 2009
    • 7 replies
    • 2.6k views
    • 
    • K2retire
    • September 22, 2009

34. Mandatory Victims Restitution Act "MVRA" of 1996

    By Guest Tim Breedlove, October 19, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 19, 2001

35. deadline to set up 401(k) Plan

    By Earl, December 13, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2007

36. correct amount to report on 1099

    By k man, July 8, 2004
    • 20 replies
    • 2.6k views
    • 
    • TBob
    • July 13, 2004

37. 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
    • 2.6k views
    • 
    • Albert F
    • September 18, 2018

38. Max S/E Contributions in a DC plan; OK to put in 402(g) limit PLUS 25% of adjusted SE comp?

    By Guest chris4013, September 22, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • September 23, 2003

39. Too much match from Too much Compensation

    By Mr Bagwell, February 27, 2017   

    • match
    • 4 replies
    • 2.6k views
    • 
    • Mr Bagwell
    • February 28, 2017

40. New Audit requirements for small plans?

    By Guest fender5150, September 6, 2008
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • September 11, 2008

41. Is it possible to do anything when "pre-test" indicates ADP

    By John A, November 29, 1999
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • December 3, 1999

42. 5% Owner Definition - Key Employee

    By MarZDoates, August 30, 2004
    • 2 replies
    • 2.6k views
    • 
    • MarZDoates
    • August 30, 2004

43. Employee excess deferrals moved to forfeiture account

    By Guest Quacka, April 28, 2011
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • May 2, 2011

44. Terminating from a PEP

    By Keith Lowery, October 23, 2024
    • 13 replies
    • 2.6k views
    • 
    • PEP-HUB.com
    • October 25, 2024

45. Cross Tested Safe Harbor 401k Plan

    By Guest TAG, December 11, 2002
    • 10 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 7, 2003

46. 415 Testing: Noncalendar plan years

    By Guest m2b2, August 29, 2007
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • August 30, 2007

47. guam and puerto rico

    By k man, July 9, 2004
    • 3 replies
    • 2.6k views
    • 
    • Harwood
    • July 9, 2004

48. Cost Basis - Stock - Unitized Fund

    By CO Bank, October 5, 2006
    • 0 replies
    • 2.6k views
    • 
    • CO Bank
    • October 5, 2006

49. Involuntary rollovers from terminated 401(k) plan to IRA established w

    By Guest Norma Sharara, April 24, 2001
    • 2 replies
    • 2.6k views
    • 
    • Earl
    • April 30, 2001

50. Protection of plan assets

    By doombuggy, November 13, 2008
    • 23 replies
    • 2.6k views
    • 
    • K2retire
    • November 15, 2008