401(k) Plans

19,319 topics in this forum

1. Once 401(k) deferrals are in plan's trust account, when does employer

   By Guest deagea, October 20, 2000
   • 9 replies
   • 2.6k views
   • 
   • Guest
   • November 15, 2000

2. QNEC Explanation

   By dmwe, October 10, 2012
   • 5 replies
   • 2.6k views
   • 
   • dmwe
   • October 25, 2012

3. PARTICIPANT VESTING IN MERGERS AND SAME DESK RULES VERY ODD SET OF HAP

   By Guest ACM, April 5, 2000
   • 7 replies
   • 2.6k views
   • 
   • card
   • February 1, 2002

4. Establishment of a successor plan

   By Guest JBeck, April 12, 2005
   • 7 replies
   • 2.6k views
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   • austin3515
   • April 14, 2005

5. 401k Loan Defaulted due to EMPLOYER/SPONSOR inablility to administer l

   By Guest 401khelp, November 12, 2002
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • November 15, 2002

6. Safe Harbor - Exclude HCE's EXCEPT Owners

   By austin3515, November 16, 2012
   • 5 replies
   • 2.6k views
   • 
   • BG5150
   • November 16, 2012

7. Spinoff a mid-year amendment to safe harbor 401(k) plan?

   By Doghouse, August 10, 2015
   • 4 replies
   • 2.6k views
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   • Kevin C
   • August 11, 2015

8. Prior vs. Current year testing

   By Guest hpaine, December 11, 2002
   • 5 replies
   • 2.6k views
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   • Blinky the 3-eyed Fish
   • December 12, 2002

9. Safe Harbor Notice Requirements

   By metsfan026, November 15, 2021
   • 13 replies
   • 2.6k views
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   • Belgarath
   • November 19, 2021

10. Segregated Accounts

    By Guest MNR, November 8, 2001
    • 3 replies
    • 2.6k views
    • 
    • Lynn Campbell
    • November 8, 2001

11. Audit Requirements

    By Guest lforesz, September 26, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • October 5, 2001

12. Is it possible to amend a plan to remove the Joint Survivor Annuity?

    By Guest Sara H, February 3, 1999
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 8, 1999

13. Key Employee Definition

    By Guest PWBAer, November 20, 1998
    • 1 reply
    • 2.6k views
    • 
    • MWeddell
    • November 20, 1998

14. Can a plan administrator allow a hardship withdrawal without requiring

    By KIP KRAUS, June 28, 2000
    • 10 replies
    • 2.6k views
    • 
    • R. Butler
    • August 3, 2000

15. Matching contributions for Self-employed/Partners

    By Guest GeorgeK, March 17, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • March 26, 1999

16. 415 Excess Contribution with Employee Deferrals

    By TPA Bob, March 31, 2017
    • 10 replies
    • 2.6k views
    • 
    • imchipbrown
    • January 25, 2018

17. US Citizen employee of foreign company based overseas

    By LFB-Singapore, June 23, 2015
    • 1 reply
    • 2.6k views
    • 
    • Flyboyjohn
    • June 23, 2015

18. Is a 1% owner of an S-Corp considered an HCE for ADP testing

    By Guest jhilliard, September 14, 2004
    • 10 replies
    • 2.6k views
    • 
    • E as in ERISA
    • September 17, 2004

19. K-1 income

    By pbarrett, April 8, 2004
    • 5 replies
    • 2.6k views
    • 
    • Lame Duck
    • April 8, 2004

20. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.5k views
    • 
    • JMP
    • May 21, 2020

21. Worker Adjustment & Retraining Notification Act (WARN)...

    By jaemmons, June 22, 2005
    • 2 replies
    • 2.5k views
    • 
    • dcoderre
    • October 30, 2010

22. CARES Act

    By Ian, March 29, 2020
    • 37 replies
    • 2.5k views
    • 
    • Belgarath
    • April 1, 2020

23. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon, May 25, 2023
    • 7 replies
    • 2.5k views
    • 
    • Mr Bagwell
    • May 26, 2023

24. ROBS plan - what is different?

    By R. Scott, April 13, 2022
    • 10 replies
    • 2.5k views
    • 
    • QDROphile
    • September 15, 2022

25. Fees to plan

    By Guest jimmybeau, December 1, 2008
    • 14 replies
    • 2.5k views
    • 
    • J Simmons
    • December 2, 2008

26. Safe Harbor 401k entry date requirements

    By Dazednconfused, November 9, 2009
    • 5 replies
    • 2.5k views
    • 
    • J Simmons
    • November 10, 2009

27. QMACs in ADP test

    By Guest jae3207, February 7, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 10, 2006

28. Service Spanning Rule and expected entry date

    By cpc0506, September 13, 2015   

    • Service Spanning Rule
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • September 15, 2015

29. Non-US Citizen as Trustee?

    By austin3515, November 28, 2012
    • 1 reply
    • 2.5k views
    • 
    • DMcGovern
    • November 28, 2012

30. Over 65 but still employed...how to withdrawal funds?

    By Guest tryathlons, March 27, 2013
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • March 27, 2013

31. Including Nanny on Payroll of S Corp, Exclude from 401(k)?

    By matthny, February 28, 2019
    • 5 replies
    • 2.5k views
    • 
    • Bill Presson
    • March 5, 2019

32. Whose money Is it anyway? Loan on 401k

    By Guest Summer232, May 17, 2005
    • 15 replies
    • 2.5k views
    • 
    • SMB
    • May 20, 2005

33. Excludable Employees

    By bzorc, December 3, 2014
    • 16 replies
    • 2.5k views
    • 
    • My 2 cents
    • December 5, 2014

34. QDRO / In Service Distribution / Top Heavy

    By sdix401k, November 22, 2005
    • 2 replies
    • 2.5k views
    • 
    • saabraa
    • November 23, 2005

35. Force-Out of Small Balances

    By Catch22PGM, March 30, 2022   

    • distribution
    • force-out distribution
    • (and 1 more)

      Tagged with:

      • distribution
      • force-out distribution
      • forfeiture
    • 11 replies
    • 2.5k views
    • 
    • BG5150
    • April 19, 2022

36. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • April 5, 2019

37. S-corp. pass thru income & dividends

    By R. Butler, January 28, 2004
    • 5 replies
    • 2.5k views
    • 
    • R. Butler
    • January 29, 2004

38. Top Heavy Minimum Benefit

    By James Matt Ullakko, June 21, 2001
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • June 30, 2001

39. Canadian citizens living and working in Canada, paid in Canadian curre

    By John A, February 27, 2003
    • 7 replies
    • 2.5k views
    • 
    • John A
    • March 4, 2003

40. Buy-back of forfeited amount

    By Brian Gallagher, April 17, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2004

41. No more determination letters...

    By austin3515, July 23, 2015
    • 19 replies
    • 2.5k views
    • 
    • TPApril
    • March 21, 2016

42. Earned Income Calc

    By austin3515, August 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • R. Butler
    • August 19, 2008

43. Does this vesting schedule and definition of year of service satisfy ERISA requirements?

    By Guest MapleUno, February 4, 2005
    • 8 replies
    • 2.5k views
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    • austin3515
    • February 8, 2005

44. rollover ira transfer to qualified plan (conduit ira)

    By Guest amy darnell, May 24, 2000
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • May 25, 2000

45. Hardship for refinancing of primary residence

    By karl, May 3, 2023
    • 14 replies
    • 2.5k views
    • 
    • Bri
    • May 9, 2023

46. Excluded Divisions, ACP Testing, and Coverage Testing

    By buckaroo, December 6, 2013
    • 5 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 9, 2013

47. 401(a)17 and Matching contributions.

    By Guest marie kelly, May 9, 2001
    • 6 replies
    • 2.5k views
    • 
    • Medusa
    • May 10, 2001

48. Auto Enrollment with annual 1% increases

    By Guest M. Martin, January 22, 2009
    • 6 replies
    • 2.5k views
    • 
    • J Simmons
    • January 24, 2009

49. Roth excess deferrals

    By Luke Bailey, June 9, 2018   

    • 402a
    • 402(g)
    • (and 2 more)

      Tagged with:

      • 402a
      • 402(g)
      • excess deferrals
      • roth
    • 5 replies
    • 2.5k views
    • 
    • Luke Bailey
    • June 11, 2018

50. Individual 401(k) with Household Employee

    By Tina77, December 12, 2019
    • 2 replies
    • 2.5k views
    • 
    • Larry Starr
    • December 14, 2019