401(k) Plans

19,275 topics in this forum

1. Can an employer pre-fund employer contributions

   By spiritrider, November 3, 2017
   • 7 replies
   • 1.5k views
   • 
   • spiritrider
   • November 10, 2017

2. Voluntary Contributions

   By thepensionmaven, November 7, 2018
   • 7 replies
   • 1.1k views
   • 
   • chc93
   • November 8, 2018

3. Plan Audit Fees Charged to the Plan?

   By Pammie57, April 23, 2019
   • 7 replies
   • 4.4k views
   • 
   • Peter Gulia
   • April 29, 2019

4. Assets from suspense account inadvertantly transferred to Employer

   By Renee H, March 14, 2022
   • 7 replies
   • 1.2k views
   • 
   • Renee H
   • March 17, 2022

5. Change in Plan Sponsor - Amended and Restated Plan

   By Alex Daisy, December 4, 2008
   • 7 replies
   • 3.4k views
   • 
   • jpod
   • December 8, 2008

6. Bonus Payment

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

7. Late Loan Offset

   By 401(k)athryn, April 23, 2019
   • 7 replies
   • 1.8k views
   • 
   • ldr
   • May 3, 2019

8. Plan Loans

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

9. ADP using net compensation

   By Guest Dumb & Dumber, June 21, 2012
   • 7 replies
   • 2.6k views
   • 
   • BG5150
   • June 25, 2012

10. 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

11. When do catch-ups occur?

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

12. 2025 comp for 2026 HPI

    By AlbanyConsultant, November 10
    • 7 replies
    • 728 views
    • 
    • AlbanyConsultant
    • November 14

13. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • October 17, 2008

14. Shifting Elective Deferrals

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

15. multiple plans/ different contributions

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

16. 5500 EZ filing

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

17. Contingent Trustee for Profit Sharing Plan

    By Stash026, August 10, 2020
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 14, 2020

18. Safe harbor "maybe" plan - amendments

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

19. Retroactive amendment to loosen eligibility

    By EBECatty, May 19, 2022
    • 7 replies
    • 2.4k views
    • 
    • Bri
    • May 23, 2022

20. Retention Schedules for Distribution Info

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

21. How to Discuss Interpretation Issue with IRS?

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

22. Carve out base on hours

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

23. Excluded Class employee allowed to participate in plan

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

24. Vesting

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

25. bonus paid post-asset sale

    By AlbanyConsultant, January 16, 2024
    • 7 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 17, 2024

26. BRF testing

    By Belgarath, September 19, 2018
    • 7 replies
    • 3k views
    • 
    • RatherBeGolfing
    • September 26, 2018

27. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2k views
    • 
    • david rigby
    • February 18, 2003

28. Waiver of Participation

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

29. BRF - multiple vesting schedules

    By jaemmons, November 16, 2004
    • 7 replies
    • 2.7k views
    • 
    • jaemmons
    • November 18, 2004

30. 41(b) failed coverage

    By Guest Pension Girl, March 11, 2010
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • June 23, 2010

31. Beneficiary - Participant deceased and divorced

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

32. IRS Issues Proposed Hardship Withdrawal Rules

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

33. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • April 26, 2019

34. 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

35. Tax status of forfeiture buyback

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

36. What would you do?

    By FundeK, January 27, 2004
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • January 28, 2004

37. Correcting failure to obtain spousal consent for 401(k) loan

    By Guest alliketchum, March 16, 2004
    • 7 replies
    • 3.1k views
    • 
    • Belgarath
    • March 16, 2004

38. 401K match on catch up contributions

    By Guest Bayousaint, January 20, 2011
    • 7 replies
    • 4.2k views
    • 
    • Kevin C
    • January 24, 2011

39. Employer contribution by salary reduction

    By spiritrider, October 9, 2019
    • 7 replies
    • 2k views
    • 
    • Bill Presson
    • October 10, 2019

40. Account set up for mega back door Roth

    By Santo Gold, December 14, 2022
    • 7 replies
    • 734 views
    • 
    • CuseFan
    • December 16, 2022

41. 2025 super catchup

    By Tom, November 4, 2024
    • 7 replies
    • 1k views
    • 
    • MoJo
    • November 6, 2024

42. IRS Audit

    By justatester, February 24, 2012
    • 7 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2012

43. Eligibility part-time exclusion and past service

    By Tom, July 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 20, 2021

44. Extra Match causing 415 violations/testing problems in off plan year.

    By Guest Brenda Schachle, May 16, 2001
    • 7 replies
    • 2.3k views
    • 
    • M R Bernardin
    • May 18, 2001

45. Exclude deferrals from bonus from SH Match?

    By jkharvey, April 13, 2018
    • 7 replies
    • 2.4k views
    • 
    • Luke Bailey
    • June 18, 2018

46. 3% safe harbor for union employees

    By jkharvey, November 7, 2000
    • 7 replies
    • 2.8k views
    • 
    • Noah
    • March 31, 2022

47. Tips for passing ADP test - plan with large number of transient worker

    By maverick, May 24, 2002
    • 7 replies
    • 1.9k views
    • 
    • maverick
    • May 24, 2002

48. 401k SH non-elective contribution

    By J Simmons, August 25, 2008
    • 7 replies
    • 5k views
    • 
    • rlb64
    • May 6, 2009

49. Repaying QBADs

    By austin3515, May 4, 2024
    • 7 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • May 6, 2024

50. Top Heavy Contribution

    By MBCarey, July 24, 2003
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • July 24, 2003