401(k) Plans

19,275 topics in this forum

1. Employer Matching in December, Withdrawls, Loans

   By Guest archimedes_pie, April 3, 2006
   • 15 replies
   • 2.5k views
   • 
   • MR
   • April 28, 2006

2. QNEC Allocation

   By Guest Tina Pickard, March 21, 2002
   • 1 reply
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • March 22, 2002

3. safe harbor amendment

   By Gary, August 8, 2011
   • 10 replies
   • 2.5k views
   • 
   • Kevin C
   • January 13, 2012

4. Missed contribution by employer

   By Dhaval Mehta, April 9, 2019
   • 6 replies
   • 2.5k views
   • 
   • justanotheradmin
   • April 10, 2019

5. Change to an Excluded Class

   By Guest andmik, June 11, 2010
   • 3 replies
   • 2.5k views
   • 
   • Mike Preston
   • June 11, 2010

6. removal of partila withdrawels and substantially equal installments

   By Jim Chad, July 28, 2011
   • 2 replies
   • 2.5k views
   • 
   • Jim Chad
   • July 29, 2011

7. Can the 401(k) hardship safe harbors and facts-and-circumstances tests

   By John A, December 10, 1999
   • 5 replies
   • 2.5k views
   • 
   • KJohnson
   • June 1, 2001

8. Exclude HCE from 401(k) plan w/out provision?

   By TPApril, April 15, 2016
   • 10 replies
   • 2.5k views
   • 
   • TPApril
   • April 18, 2016

9. HCE determination question

   By fiona1, May 10, 2007
   • 6 replies
   • 2.5k views
   • 
   • austin3515
   • May 12, 2007

10. HCE determination

    By Guest ppapdx, August 7, 2013   

    • Top paid 20%
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 7, 2013

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

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

12. 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

13. Distribution event?

    By Oh so SIMPLE, May 23, 2012
    • 2 replies
    • 2.5k views
    • 
    • 00hskrgrl
    • May 23, 2012

14. Overfunding Safe Harbor Contribution can use classify as "mistake

    By Guest Kelly Musico, March 7, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 7, 2000

15. Funky Demutualization Question - Life Insurance Held by a 401(k) Plan

    By Scott, January 28, 2005
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • February 2, 2005

16. Wants to defer out of bonus only

    By Guest dubya, March 8, 2004
    • 13 replies
    • 2.5k views
    • 
    • Lame Duck
    • March 18, 2004

17. Buy-back of forfeited amount

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

18. Vesting on added Profit Sharing Plan

    By Topps_52311, December 5, 2017
    • 12 replies
    • 2.5k views
    • 
    • Topps_52311
    • December 8, 2017

19. deduction for profit sharing contribution not actually made

    By k man, August 18, 2008
    • 18 replies
    • 2.5k views
    • 
    • K2retire
    • August 20, 2008

20. ACP Failure - Match Funded AFTER March 15th

    By kevind2010, February 19, 2015
    • 4 replies
    • 2.5k views
    • 
    • chc93
    • February 20, 2015

21. Phantom Stock

    By alexa, April 1, 2012
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • April 2, 2012

22. Non-Profit and For Profit

    By austin3515, November 4, 2020
    • 6 replies
    • 2.5k views
    • 
    • Patricia Neal Jensen
    • November 4, 2020

23. Affiliated Service Group and 401(k) testing

    By Guest philc, February 25, 2004
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2004

24. Historical Applicable Federal Rates

    By Guest TheBadger, December 5, 2004
    • 3 replies
    • 2.5k views
    • 
    • GBurns
    • December 8, 2004

25. DOL Calculator w/o VFCP Filing

    By austin3515, June 19, 2006
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • June 28, 2006

26. Included Excluded Employees

    By goldtpa, December 30, 2011
    • 6 replies
    • 2.5k views
    • 
    • EBDI
    • November 30, 2012

27. Control Group

    By Guest MNR, July 2, 2002
    • 16 replies
    • 2.5k views
    • 
    • Guest
    • July 3, 2002

28. 401(k) and Third Party Administrators

    By Guest DAraniti, January 15, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 5, 2000

29. PEO 401(k) Provisions

    By bzorc, December 18, 2001
    • 5 replies
    • 2.5k views
    • 
    • GBurns
    • December 21, 2001

30. Form 5500 Schedule D

    By Guest Nanetta45, May 12, 2009
    • 2 replies
    • 2.5k views
    • 
    • BG5150
    • May 13, 2009

31. Safe Harbor and laid-off employee

    By Guest etalia, July 29, 2013
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • July 30, 2013

32. Plan Termination and 100% vesting

    By cpc0506, December 20, 2018
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • December 26, 2018

33. Deferral Limit on HCE's

    By Guest scuba80, September 17, 2008
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • September 18, 2008

34. Top Heavy Question

    By wsp, April 26, 2006
    • 4 replies
    • 2.5k views
    • 
    • wsp
    • April 27, 2006

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

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

36. BRF & Brokerage Window

    By RTK, June 19, 2002
    • 3 replies
    • 2.5k views
    • 
    • RTK
    • June 20, 2002

37. Irrevocable Waiver

    By Catch22PGM, February 1, 2021   

    • irrevocable election
    • waiver
    • 11 replies
    • 2.5k views
    • 
    • ESOP Guy
    • February 3, 2021

38. Vesting Amendment - 3 years of service required to get election rights

    By Guest Ducks, December 10, 2004
    • 22 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

39. Top Heavy requirement for deferral only 401k

    By dmb, December 2, 2010
    • 5 replies
    • 2.5k views
    • 
    • dmb
    • December 3, 2010

40. Loan Repayments while laid off?

    By Guest Michael Anderson, February 9, 2004
    • 5 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • February 9, 2004

41. Should all One Part. Sole Proprietor Plans be 401(k)?

    By Alf, July 22, 2005
    • 5 replies
    • 2.5k views
    • 
    • Appleby
    • July 22, 2005

42. US Citizen employee of foreign company based overseas

    By LFB-Singapore, June 23, 2015
    • 1 reply
    • 2.5k views
    • 
    • Flyboyjohn
    • June 23, 2015

43. Forgotten Enrollment Entry

    By Guest Twinky, July 11, 2008
    • 8 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 9, 2011

44. Voting employer stock

    By Guest krijowri, March 5, 2009
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 11, 2009

45. Multiple Use test

    By fiona1, December 22, 2005
    • 5 replies
    • 2.5k views
    • 
    • fiona1
    • December 28, 2005

46. Prefunding a PS contribution

    By Guest chris4013, November 30, 2005
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • December 1, 2005

47. Recharacterized Deferrals as Catch-Up and 415 limit

    By Guest darrensoup, November 4, 2005
    • 3 replies
    • 2.5k views
    • 
    • Leopurrd
    • November 10, 2005

48. ER Disc. Match for Owners were not made (in error) requirements?

    By Guest JP-39, July 28, 2011
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 3, 2011

49. Partial Termination and Multiple Employer Plan

    By Guest CRC02, May 15, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mike Preston
    • May 16, 2002

50. Those darn leased employees!

    By Guest erisafried, October 16, 2002
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2002