401(k) Plans

19,275 topics in this forum

1. Blowing up a SIMPLE 401(k)

   By Flyboyjohn, March 20, 2013
   • 0 replies
   • 874 views
   • 
   • Flyboyjohn
   • March 20, 2013

2. Board Compensation and Individual 401k Plan

   By chriskkelly, February 20, 2018
   • 5 replies
   • 2.8k views
   • 
   • jpod
   • February 22, 2018

3. Board of Resolution Language for Asset Purchase

   By Vlad401k, August 11, 2015
   • 3 replies
   • 1k views
   • 
   • austin3515
   • August 12, 2015

4. Board Resolution signature date

   By Benefits 101, September 18, 2012
   • 6 replies
   • 4.3k views
   • 
   • Bird
   • September 19, 2012

5. Board resolution used to limit deferral percentage and define catch-up contributions

   By baileybear, August 1, 2019
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • August 2, 2019

6. Bond question on small plan with non-qual assets

   By pbarrett, August 19, 2004
   • 4 replies
   • 1.2k views
   • 
   • Earl
   • August 20, 2004

7. Bond Requirement - ER (not public) stock in plan

   By John Feldt ERPA CPC QPA, May 11, 2017   

   • robs
   • employer securities
   • (and 3 more)

     Tagged with:

     • robs
     • employer securities
     • qualifying assets
     • fidelity bond
     • iqpa
   • 5 replies
   • 574 views
   • 
   • ESOP Guy
   • May 11, 2017

8. Bonding

   By Earl, August 23, 2002
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • August 23, 2002

9. Bonding Requirements

   By Guest Thornton, September 29, 2006
   • 4 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • September 29, 2006

10. BONUS CHECK: DEFERRALS NOT TAKEN OUT

    By Lori H, March 29, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 2006

11. bonus comp never withheld on for 10+ years

    By WCC, May 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • khn
    • May 12, 2015

12. Bonus compensation after PYE

    By Guest ABCI, March 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 23, 2006

13. Bonus Deferral

    By Guest cbp, May 12, 2004
    • 5 replies
    • 12.6k views
    • 
    • RTK
    • May 13, 2004

14. Bonus Election (Each time or One Time?)

    By jmartin, June 6, 2013
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • June 6, 2013

15. Bonus Election When Paid w. Regular Payroll

    By 401questions, June 28, 2024
    • 5 replies
    • 810 views
    • 
    • Peter Gulia
    • July 1, 2024

16. Bonus Exclusions in 401(k)

    By Guest Chaffee, December 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005

17. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty, August 9, 2021
    • 2 replies
    • 692 views
    • 
    • EBECatty
    • August 9, 2021

18. Bonus paid after Dec. 31st

    By Guest cascigm, February 28, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2001

19. bonus paid post-asset sale

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

20. Bonus pay period start and end vs check date

    By dragondon, August 22, 2023
    • 4 replies
    • 2.1k views
    • 
    • Josette
    • August 24, 2023

21. Bonus Payment

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

22. Bonus rewards program

    By Chippy, August 7, 2015
    • 4 replies
    • 839 views
    • 
    • BG5150
    • August 9, 2015

23. Bonuses and Dollar Amount Deferrals

    By Guest shm3803, December 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • hr for me
    • December 17, 2009

24. Bonuses counted in a 401(k) safe harbor plan

    By eilano, June 22, 2000
    • 4 replies
    • 4.5k views
    • 
    • Alf
    • July 2, 2000

25. Bonuses excluded from plan compensation - for 20+ years

    By M Norton, January 3, 2020   

    • operational error
    • failure to follow plan document
    • 8 replies
    • 1.8k views
    • 
    • Cardscrazy
    • March 20, 2020

26. Bonuses in Safe Harbor Plans

    By Madison71, April 4, 2012
    • 8 replies
    • 8.5k views
    • 
    • BG5150
    • April 5, 2012

27. booster contributions?

    By Guest le190, July 13, 1999
    • 5 replies
    • 1.6k views
    • 
    • LCARUSI
    • July 14, 1999

28. Borrow from a 401k to pay credit debt?

    By Guest telarsen, April 16, 2005
    • 24 replies
    • 4.5k views
    • 
    • austin3515
    • April 21, 2005

29. Borrowing from ADP to ACP

    By jaemmons, February 4, 2004
    • 6 replies
    • 3.7k views
    • 
    • R. Butler
    • February 6, 2004

30. Borrowing/Shifting for ADP

    By Randy Watson, November 2, 2009
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • November 2, 2009

31. Boss sold practice in 8/15. Termination letter of 401k 4/16

    By daniellerdh05, April 29, 2016   

    • Shady 401K by employer
    • 18 replies
    • 2.7k views
    • 
    • Lou S.
    • April 29, 2016

32. Both an Owner AND an employee - Can she do a 41k SEP + salary deferrals in the employers plan?

    By Guest erepper, December 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • December 22, 2004

33. bottom up qmac

    By eilano, August 31, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2004

34. Bottom Up QNEC

    By Guest dll, January 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 13, 2003

35. bottom up qnec

    By Guest youngt, September 27, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 1999

36. Bottom Up QNEC

    By Vlad401k, February 27, 2017
    • 1 reply
    • 392 views
    • 
    • Kevin C
    • February 27, 2017

37. Bottom Up QNEC

    By Guest tjt169, June 17, 2014
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • June 27, 2014

38. Bottom Up QNEC

    By Guest Frank Jackson, July 2, 1999
    • 11 replies
    • 4.1k views
    • 
    • ccassetty
    • April 3, 2003

39. Bottom up QNEC guidence

    By Guest cohenron, March 3, 2004
    • 9 replies
    • 2.9k views
    • 
    • austin3515
    • September 13, 2006

40. Bottom Up QNEC question

    By fiona1, April 28, 2005
    • 9 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

41. Bottom Up QNEC Question

    By Vlad401k, June 8, 2017
    • 2 replies
    • 3.4k views
    • 
    • Tom Poje
    • June 8, 2017

42. Bottom Up QNECS

    By Guest Jeff Kropp, May 15, 2000
    • 1 reply
    • 1.9k views
    • 
    • Richard Anderson
    • June 3, 2000

43. Bottom-up QNEC

    By Guest PAL100759, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • August 30, 2001

44. Bottom-Up QNEC for a restructured plan?

    By Guest Denise Clark, February 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • February 16, 2001

45. Bottom-up QNEC's & IRS Warning on Discriminatory Practices

    By Gruegen, November 22, 2004
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • November 23, 2004

46. Bottoms Up QNEC

    By Jilliandiz, December 19, 2005
    • 5 replies
    • 1.9k views
    • 
    • Archimage
    • December 19, 2005

47. Boxer/Corzine Bill: What effect will it have on your plans?

    By Guest panzermanpanzerman, January 15, 2002
    • 21 replies
    • 2.8k views
    • 
    • Bill Berke
    • January 25, 2002

48. BR&F - Match formula based on YOS

    By austin3515, February 8, 2015
    • 16 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 10, 2015

49. Brain cramp - controlled group, mandatory aggregation

    By Belgarath, February 21, 2014
    • 7 replies
    • 2.9k views
    • 
    • Kevin C
    • February 25, 2014

50. Brain cramp - non statutory excluded class and ADP

    By mwyatt, June 16, 2004
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • June 17, 2004