401(k) Plans

19,319 topics in this forum

1. New Audit requirements for small plans?

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

2. Tiered Matching Contributions

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

3. Compensation

   By Mr Bagwell, October 2, 2017   

   • compensation
   • 125
   • (and 1 more)

     Tagged with:

     • compensation
     • 125
     • health insurance
   • 7 replies
   • 2.6k views
   • 
   • Mr Bagwell
   • October 3, 2017

4. Rollover From Simple IRA

   By Guest esi-jht, August 15, 2006
   • 3 replies
   • 2.6k views
   • 
   • Belgarath
   • August 15, 2006

5. Company starts a new 401(k) plan

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

6. PEO vs leased employees

   By 52626, October 26, 2015
   • 2 replies
   • 2.6k views
   • 
   • shERPA
   • October 26, 2015

7. hardship distributions and tax withholding

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

8. Distribution while still employed

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

9. Overpayment of ADP Test Refund

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

10. 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

11. 3rd Party Sick Pay

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

12. Annual additions

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

13. PPA Restatement Fees

    By austin3515, May 13, 2014
    • 2 replies
    • 2.6k views
    • 
    • BG5150
    • September 10, 2014

14. Loan refinance

    By SCSFAM03, September 24, 2018   

    • loan
    • refinance
    • 10 replies
    • 2.6k views
    • 
    • CJ Allen
    • September 27, 2018

15. Plan Document Question

    By khn, March 3, 2021
    • 19 replies
    • 2.6k views
    • 
    • Elizabeth G
    • March 5, 2021

16. Exclude deferrals from bonus from SH Match?

    By jkharvey, April 13, 2018
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • June 18, 2018

17. guam and puerto rico

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

18. 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

19. Employee excess deferrals moved to forfeiture account

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

20. 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

21. Age Weighted/SH 401K

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

22. Mid-Year Safe Harbor Changes

    By austin3515, January 7, 2021
    • 9 replies
    • 2.6k views
    • 
    • Kevin C
    • February 22, 2021

23. Excluding a NHCE from safe harbor

    By Tom, January 31, 2018
    • 3 replies
    • 2.6k views
    • 
    • ERISA1
    • February 6, 2018

24. Is it an RMD if taken before the RBD?

    By MrKnowItLittle, February 4, 2015
    • 16 replies
    • 2.6k views
    • 
    • mbozek
    • February 6, 2015

25. Temporary Employee Hired Full-Time

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

26. Multiple employer plan and Safe Harbor

    By PMC, June 29, 2006
    • 8 replies
    • 2.6k views
    • 
    • QDROphile
    • July 12, 2006

27. Rehires and Rule of Parity

    By Towanda, September 18, 2023
    • 7 replies
    • 2.6k views
    • 
    • Towanda
    • September 21, 2023

28. Discrimination Tests & HCE definitions

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

29. 2 for 1 match

    By Nic Pospiech, February 13, 2024
    • 9 replies
    • 2.6k views
    • 
    • Lou S.
    • February 15, 2024

30. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.6k views
    • 
    • Nicola
    • October 13, 2019

31. Irrevocable Waiver

    By Catch22PGM, February 1, 2021   

    • irrevocable election
    • waiver
    • 11 replies
    • 2.6k views
    • 
    • ESOP Guy
    • February 3, 2021

32. Forced Cashout of Required Minimum Distribution

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

33. Safe Harbor Mid-Year Suspension and Top Heavy

    By ERISAAPPLE, May 24, 2018   

    • safe harbor
    • top heavy
    • 16 replies
    • 2.6k views
    • 
    • ERISAAPPLE
    • May 26, 2018

34. Hardship withdrawals

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

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

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

36. ADP - No NHCE's - Prior Year Method

    By fiona1, January 14, 2005
    • 3 replies
    • 2.6k views
    • 
    • pmacduff
    • February 16, 2005

37. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 26, 2011
    • 5 replies
    • 2.6k views
    • 
    • austin3515
    • August 29, 2011

38. Loans and Cure Period

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

39. Cost Basis - Stock - Unitized Fund

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

40. Who set up a plan with for a small company

    By Guest And another thing ..., May 1, 2002
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2002

41. 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

42. 401(k) PS & ESOP Plan - whose contribution?

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

43. Disability Payments as W2 Compensation

    By Guest SWH, January 22, 2009
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2009

44. 401(a)(17) & EGTRRA

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

45. 401(k)(10) regulations

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

46. Missing Participants

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

47. Mandatory Victims Restitution Act "MVRA" of 1996

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

48. deadline to set up 401(k) Plan

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

49. Safe Harbor Notice Requirement

    By Guest justbetmd, September 21, 2006
    • 2 replies
    • 2.6k views
    • 
    • Kevin C
    • September 22, 2006

50. 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