401(k) Plans

19,334 topics in this forum

1. Deferrals withheld from Excluded Compensation

   By 401(k)athryn, November 10, 2016
   • 7 replies
   • 2.3k views
   • 
   • 401(k)athryn
   • November 17, 2016

2. Ineligible Participants Allowed To Defer

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

3. Definition of Benefits, Rights and Features.

   By Guest Ofraser, December 31, 2002
   • 7 replies
   • 6.9k views
   • 
   • mbozek
   • January 3, 2003

4. 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

5. Match as Bonus

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

6. possible missed deferral opportunity

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

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

   By AlbanyConsultant, September 9, 2023
   • 7 replies
   • 1.5k views
   • 
   • CuseFan
   • September 12, 2023

8. Deferral on Zero Compensation

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

9. Employer Contribution Limit Calculation

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

10. Waiver of Participation safe harbor 401(k)

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

11. 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

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

    By Jakyasar, August 3, 2022
    • 7 replies
    • 2.8k views
    • 
    • Luke Bailey
    • August 4, 2022

13. Eligibility for Profit-Sharing Contribution

    By Guest CRC02, November 20, 2002
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • December 2, 2002

14. Distribution from 401(k) to ILIT

    By Guest SSSP, June 6, 2014
    • 7 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • June 10, 2014

15. 40k to MEP

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

16. Can an employer pre-fund employer contributions

    By spiritrider, November 3, 2017
    • 7 replies
    • 1.6k views
    • 
    • spiritrider
    • November 10, 2017

17. Voluntary Contributions

    By thepensionmaven, November 7, 2018
    • 7 replies
    • 1.2k views
    • 
    • chc93
    • November 8, 2018

18. Plan Audit Fees Charged to the Plan?

    By Pammie57, April 23, 2019
    • 7 replies
    • 4.6k views
    • 
    • Peter Gulia
    • April 29, 2019

19. Assets from suspense account inadvertantly transferred to Employer

    By Renee H, March 14, 2022
    • 7 replies
    • 1.3k views
    • 
    • Renee H
    • March 17, 2022

20. Change in Plan Sponsor - Amended and Restated Plan

    By Alex Daisy, December 4, 2008
    • 7 replies
    • 3.6k views
    • 
    • jpod
    • December 8, 2008

21. Bonus Payment

    By Guest payroll_cons, April 2, 2009
    • 7 replies
    • 3.1k views
    • 
    • Kevin C
    • April 3, 2009

22. Late Loan Offset

    By 401(k)athryn, April 23, 2019
    • 7 replies
    • 1.9k views
    • 
    • ldr
    • May 3, 2019

23. Plan Loans

    By Guest caseyb, August 22, 2008
    • 7 replies
    • 1.7k views
    • 
    • austin3515
    • August 23, 2008

24. ADP using net compensation

    By Guest Dumb & Dumber, June 21, 2012
    • 7 replies
    • 2.7k views
    • 
    • BG5150
    • June 25, 2012

25. Does anybody know of a "best of the best" type product for p

    By SMB, November 5, 2001
    • 7 replies
    • 2k views
    • 
    • Erik Read
    • November 7, 2001

26. When do catch-ups occur?

    By gc@chimentowebb.com, August 3, 2022
    • 7 replies
    • 1k views
    • 
    • MWeddell
    • August 8, 2022

27. 2025 comp for 2026 HPI

    By AlbanyConsultant, November 10, 2025
    • 7 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • November 14, 2025

28. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.7k views
    • 
    • Guest
    • October 17, 2008

29. Shifting Elective Deferrals

    By austin3515, December 11, 2009
    • 7 replies
    • 3.3k views
    • 
    • MWeddell
    • December 15, 2009

30. multiple plans/ different contributions

    By Chippy, June 6, 2018
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • June 21, 2018

31. 5500 EZ filing

    By Earl, January 6, 2019
    • 7 replies
    • 938 views
    • 
    • Karoline Curran
    • January 8, 2019

32. Contingent Trustee for Profit Sharing Plan

    By Stash026, August 10, 2020
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 14, 2020

33. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • January 6, 2015

34. Retroactive amendment to loosen eligibility

    By EBECatty, May 19, 2022
    • 7 replies
    • 2.6k views
    • 
    • Bri
    • May 23, 2022

35. Retention Schedules for Distribution Info

    By 401Katie, November 10, 2025
    • 7 replies
    • 447 views
    • 
    • CuseFan
    • November 13, 2025

36. How to Discuss Interpretation Issue with IRS?

    By Guest Chaffee, November 15, 2004
    • 7 replies
    • 1.4k views
    • 
    • Alf
    • November 17, 2004

37. Carve out base on hours

    By Guest Benny Guy, March 30, 2012
    • 7 replies
    • 1.2k views
    • 
    • masteff
    • March 30, 2012

38. Excluded Class employee allowed to participate in plan

    By 401kQ's, June 6, 2018
    • 7 replies
    • 1.2k views
    • 
    • 401kQ's
    • June 6, 2018

39. Vesting

    By Belgarath, October 6, 2020
    • 7 replies
    • 1k views
    • 
    • FORMER ESQ.
    • October 12, 2020

40. bonus paid post-asset sale

    By AlbanyConsultant, January 16, 2024
    • 7 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • January 17, 2024

41. BRF testing

    By Belgarath, September 19, 2018
    • 7 replies
    • 3.1k views
    • 
    • RatherBeGolfing
    • September 26, 2018

42. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

43. Waiver of Participation

    By Randy Watson, April 12, 2005
    • 7 replies
    • 4.7k views
    • 
    • Bird
    • April 14, 2005

44. BRF - multiple vesting schedules

    By jaemmons, November 16, 2004
    • 7 replies
    • 2.8k views
    • 
    • jaemmons
    • November 18, 2004

45. 41(b) failed coverage

    By Guest Pension Girl, March 11, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • June 23, 2010

46. Beneficiary - Participant deceased and divorced

    By jmartin, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 10, 2017

47. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker, November 9, 2018
    • 7 replies
    • 854 views
    • 
    • Peter Gulia
    • November 14, 2018

48. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.9k views
    • 
    • Bird
    • April 26, 2019

49. An employer gave a safe-harbor notice in August 1999 with a 10/01/99 s

    By Guest, October 18, 1999
    • 7 replies
    • 1.5k views
    • 
    • KJohnson
    • October 20, 1999

50. Tax status of forfeiture buyback

    By Guest GMedley, June 8, 2001
    • 7 replies
    • 2.9k views
    • 
    • masteff
    • November 2, 2009