401(k) Plans

19,275 topics in this forum

1. Breaks in service while still employed

   By Loves401(k), February 20, 2018
   • 7 replies
   • 1.6k views
   • 
   • CJ Allen
   • February 22, 2018

2. 410b test for <500 hour non term ee

   By Guest billy bong, December 16, 1998
   • 7 replies
   • 4.8k views
   • 
   • Guest
   • December 21, 1998

3. Otherwise excludible - 0 NHCES

   By Guest Chris May, March 5, 2003
   • 7 replies
   • 1.4k views
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   • Archimage
   • April 9, 2003

4. Safe Harbor Plan

   By Jilliandiz, January 31, 2006
   • 7 replies
   • 2.1k views
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   • Tom Poje
   • February 3, 2006

5. timing of 401k deposits

   By pmacduff, June 23, 2006
   • 7 replies
   • 4.3k views
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   • Mike Preston
   • June 26, 2006

6. Trying to exclude seasonal employees

   By PMC, September 21, 2006
   • 7 replies
   • 2.3k views
   • 
   • Kevin C
   • September 21, 2006

7. Simultaneous Loan & Hardship

   By Guest Hunter401k, January 15, 2013
   • 7 replies
   • 1.9k views
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   • K2retire
   • January 16, 2013

8. Rehire vesting after 14 years

   By Snicky, September 17, 2018
   • 7 replies
   • 5.2k views
   • 
   • ACK
   • September 21, 2018

9. Forfeitures of terminated plan.

   By Guest HD, January 28, 2000
   • 7 replies
   • 2.1k views
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   • Guest
   • January 29, 2000

10. Coverage Testing

    By 52626, November 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • #toomanyrules
    • November 10, 2023

11. 401(k) Correction

    By Guest moltengater, April 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 12, 2005

12. 401k and 403b contribution limits

    By steve-o, February 24, 2006
    • 7 replies
    • 2.6k views
    • 
    • steve-o
    • February 28, 2006

13. Employer required 401K?

    By Guest aoshell, June 28, 2001
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • July 4, 2001

14. EE newly eligible... not enrolled

    By K-t-F, April 21, 2004
    • 7 replies
    • 1.3k views
    • 
    • FJR
    • April 21, 2004

15. state law

    By stevena, October 12, 2005
    • 7 replies
    • 1.9k views
    • 
    • Locust
    • October 13, 2005

16. Employer withholding 401K info

    By Guest mel63129, June 25, 2008
    • 7 replies
    • 3.5k views
    • 
    • BG5150
    • June 27, 2008

17. Off-Calendar Top Heavy Test

    By Guest compliance31, August 6, 2012
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 8, 2012

18. Fiduciary Responsablities

    By Brian Gallagher, May 1, 2003
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003

19. One-time nonelective contribution for acquired employees

    By 7806akp, February 21, 2011
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • February 22, 2011

20. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 4.7k views
    • 
    • 401 Chaos
    • October 9, 2012

21. Advantage to limit deferrals to high % of comp?

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 1, 2015

22. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 930 views
    • 
    • justanotheradmin
    • March 15, 2016

23. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.4k views
    • 
    • Luke Bailey
    • April 7, 2020

24. How do you freeze a 401(k)?

    By MeetMeInTheBackdoorRoth, May 16, 2022
    • 7 replies
    • 985 views
    • 
    • Luke Bailey
    • May 21, 2022

25. RMD non owner 72 in 2022 - retired in 2023

    By D Lewis, February 8, 2023
    • 7 replies
    • 673 views
    • 
    • D Lewis
    • February 9, 2023

26. ACP Testing in SH Match Plan

    By austin3515, March 5, 2007
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • March 7, 2007

27. SEP and 401(k)

    By Kimberly S, October 14, 2008
    • 7 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 15, 2008

28. distributable event

    By Scuba 401, July 28, 2010
    • 7 replies
    • 3k views
    • 
    • masteff
    • July 29, 2010

29. 401(k) Plans

    By Guest Tennis, June 14, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • June 22, 2002

30. Establishment of a successor plan

    By Guest JBeck, April 12, 2005
    • 7 replies
    • 2.5k views
    • 
    • austin3515
    • April 14, 2005

31. timely deposit of deferrals to 'plan holding account', but not to participant accounts

    By AlbanyConsultant, July 14, 2021
    • 7 replies
    • 671 views
    • 
    • Bill Presson
    • July 15, 2021

32. 414(s) Compensation Test on Deferrals

    By Inquiring Mind, March 5, 2024
    • 7 replies
    • 3.3k views
    • 
    • MDCPA
    • March 7, 2024

33. IRA contr and 401(k)

    By Guest Brenda Schachle, May 21, 2003
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2003

34. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 5.9k views
    • 
    • hr for me
    • July 14, 2016

35. Multiple Employer Plan

    By Guest texasactuary, September 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 10, 2004

36. Deferrals withheld from Excluded Compensation

    By 401(k)athryn, November 10, 2016
    • 7 replies
    • 2.2k views
    • 
    • 401(k)athryn
    • November 17, 2016

37. Ineligible Participants Allowed To Defer

    By metsfan026, August 2, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 4, 2022

38. Definition of Benefits, Rights and Features.

    By Guest Ofraser, December 31, 2002
    • 7 replies
    • 6.8k views
    • 
    • mbozek
    • January 3, 2003

39. Lump sum rec'd but not the entire account balance

    By Guest Iwonder, March 23, 2006
    • 7 replies
    • 1.9k views
    • 
    • WDIK
    • March 31, 2006

40. Match as Bonus

    By austin3515, September 16, 2014
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 16, 2014

41. possible missed deferral opportunity

    By Chippy, September 10, 2021
    • 7 replies
    • 724 views
    • 
    • Chippy
    • September 13, 2021

42. "Non-working partner" - count as an employee?

    By AlbanyConsultant, September 9, 2023
    • 7 replies
    • 1.3k views
    • 
    • CuseFan
    • September 12, 2023

43. Deferral on Zero Compensation

    By Plan Doc, May 18, 2022
    • 7 replies
    • 621 views
    • 
    • Plan Doc
    • May 19, 2022

44. Employer Contribution Limit Calculation

    By Guest Ann, November 17, 1998
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • June 5, 1999

45. Waiver of Participation safe harbor 401(k)

    By R. Butler, September 24, 2007
    • 7 replies
    • 4.2k views
    • 
    • WDIK
    • January 31, 2008

46. 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

47. Can I invest my 401k in my hedge fund?

    By Jakyasar, August 3, 2022
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • August 4, 2022

48. Eligibility for Profit-Sharing Contribution

    By Guest CRC02, November 20, 2002
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 2, 2002

49. Distribution from 401(k) to ILIT

    By Guest SSSP, June 6, 2014
    • 7 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • June 10, 2014

50. 40k to MEP

    By Earl, March 15, 2016
    • 7 replies
    • 1.3k views
    • 
    • Earl
    • March 16, 2016