401(k) Plans

19,319 topics in this forum

1. I am currently analyzing the feasibility of changing our 401(k) vendo

   By Guest Nicolas Correa, April 24, 2001
   • 6 replies
   • 2.5k views
   • 
   • Jon Chambers
   • April 30, 2001

2. Deduction for contributions (Sec. 404)

   By Guest Melissa Winslow, February 16, 2000
   • 2 replies
   • 2.5k views
   • 
   • AndyH
   • February 18, 2000

3. Loan Repayment/Maternity Leave

   By Stash026, January 17, 2019
   • 3 replies
   • 2.5k views
   • 
   • 401_noob
   • January 17, 2019

4. Plan assets as collateral

   By Guest TrustMe401k, February 5, 2014
   • 6 replies
   • 2.5k views
   • 
   • Bill Presson
   • February 6, 2014

5. 411(d)(6) cutback to amend plan that allowed immediate distributions o

   By EGB, March 28, 2000
   • 4 replies
   • 2.5k views
   • 
   • david rigby
   • March 28, 2002

6. Plan Termination and 100% vesting

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

7. Section 3401(a) Compensation of S Corporation Shareholder/Employee

   By Oh so SIMPLE, July 28, 2010
   • 3 replies
   • 2.5k views
   • 
   • Oh so SIMPLE
   • July 31, 2010

8. top heavy testing on a first year plan

   By Guest Susan M., May 3, 2013
   • 2 replies
   • 2.5k views
   • 
   • Tom Poje
   • May 6, 2013

9. failure to stop withholding

   By WCC, September 18, 2017
   • 14 replies
   • 2.5k views
   • 
   • TPAJake
   • September 22, 2017

10. MRD's--spousal consent and hangers on

    By Brian Gallagher, October 27, 2003
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • October 27, 2003

11. Excluding classes of employees

    By Guest Clain, May 25, 2007
    • 6 replies
    • 2.5k views
    • 
    • 401_4_ever
    • May 25, 2007

12. ACP Test in Safe Harbor Plan

    By BG5150, July 30, 2019
    • 3 replies
    • 2.5k views
    • 
    • AKconsult
    • August 5, 2019

13. SSA notified employer many employees were using invalid social security numbers; employees terminated. What is to be done with their 401(k) funds?

    By Guest jusducki, December 1, 2003
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • December 1, 2003

14. Auto enrollment immediate eligibility

    By Guest IRISH79, March 15, 2007
    • 2 replies
    • 2.5k views
    • 
    • JanetM
    • March 15, 2007

15. Free CPE for ASPPA

    By austin3515, November 22, 2016
    • 10 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • November 25, 2016

16. ADP failure refunds

    By pmacduff, February 18, 2004
    • 4 replies
    • 2.5k views
    • 
    • pmacduff
    • February 19, 2004

17. BRF & Brokerage Window

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

18. late matching contributions deposit associated with late deferrals & Form 5500

    By AdKu, December 1, 2016   

    • late matching contributions
    • Form 5500 schedule H line 4a
    • 10 replies
    • 2.5k views
    • 
    • benconsulting
    • December 3, 2016

19. Safe Harbor 401(k) Doc issue

    By goldtpa, August 10, 2006
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 15, 2006

20. Client did not remit deferrals

    By Guest ellah, October 22, 2007
    • 17 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 25, 2007

21. Change to an Excluded Class

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

22. Top-Heavy Innoculation Exclusion

    By austin3515, March 27, 2024
    • 27 replies
    • 2.5k views
    • 
    • austin3515
    • April 1, 2024

23. LLC, Retained Earnings and 401K plans

    By jsmith1985, September 17, 2016
    • 7 replies
    • 2.5k views
    • 
    • jsmith1985
    • September 24, 2016

24. Triple Stack Match

    By Catch22PGM, February 8, 2021
    • 11 replies
    • 2.5k views
    • 
    • Catch22PGM
    • February 10, 2021

25. Employer fails for 4 yrs to make safe harbor contr.

    By Guest Rockybuddy, June 29, 2011
    • 15 replies
    • 2.5k views
    • 
    • J Simmons
    • July 1, 2011

26. Net Earned Income Calcl. with 2 employer sources

    By Guest bernie lomax, February 18, 2004
    • 14 replies
    • 2.5k views
    • 
    • Gary Lesser
    • March 9, 2007

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

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

28. HCE determination question

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

29. safe harbor amendment

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

30. Excluding union employees from safe harbor match?

    By Flyboyjohn, July 24, 2019   

    • union
    • safe harbor
    • 7 replies
    • 2.5k views
    • 
    • AMDG
    • August 6, 2019

31. ACP Failure - Match Funded AFTER March 15th

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

32. Affiliated Service Group and 401(k) testing

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

33. Retirement Distribution

    By jim241, May 10, 2018   

    • 401k
    • retirement
    • (and 2 more)

      Tagged with:

      • 401k
      • retirement
      • distributions
      • lump sum
    • 23 replies
    • 2.5k views
    • 
    • Luke Bailey
    • May 16, 2018

34. Loan Repayments while laid off?

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

35. Which year gets the deferrals when a payroll period is split between y

    By John A, March 31, 2000
    • 4 replies
    • 2.5k views
    • 
    • Earl
    • April 9, 2000

36. Account title for individual 401K plans

    By vacat, January 26, 2021
    • 9 replies
    • 2.5k views
    • 
    • vacat
    • January 30, 2021

37. 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

38. 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

39. QNEC for Missed Deferral and 402(g) Limit

    By EBECatty, May 13, 2021
    • 4 replies
    • 2.5k views
    • 
    • casey72
    • May 17, 2021

40. The 401(a)(17) Contribution Limit and Multiple Employers

    By ERISA-Bubs, September 21, 2023
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • June 4, 2024

41. 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

42. QNEC Allocation

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

43. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • October 21, 2010

44. 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

45. Basic Plan Document vs. Adoption Agreement?

    By EBP Guy, March 25, 2024
    • 1 reply
    • 2.5k views
    • 
    • CuseFan
    • March 25, 2024

46. Wants to defer out of bonus only

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

47. deduction for profit sharing contribution not actually made

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

48. Phantom Stock

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

49. Converting K1 to "plan wage" for cross test

    By jmartin, April 28, 2014
    • 2 replies
    • 2.5k views
    • 
    • jmartin
    • April 28, 2014

50. Distribution event?

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