401(k) Plans

19,320 topics in this forum

1. Blackout Notices for Transfers out of a MEP 5500 disclosure

   By Purplemandinga, August 5, 2019
   • 2 replies
   • 677 views
   • 
   • Purplemandinga
   • August 6, 2019

2. Blackout period

   By Rai401k, March 4, 2003
   • 10 replies
   • 2.8k views
   • 
   • Kirk Maldonado
   • March 4, 2003

3. Blackout period and late deferrals

   By Pammie57, February 25, 2020
   • 14 replies
   • 4.6k views
   • 
   • Scott50
   • March 5, 2020

4. Blackout Period Notice Requirement Effective Date

   By John A, September 11, 2002
   • 0 replies
   • 1.2k views
   • 
   • John A
   • September 11, 2002

5. blackout period w/out moving recordkeepers?

   By TPApril, March 1, 2019
   • 4 replies
   • 851 views
   • 
   • BG5150
   • March 4, 2019

6. Blackout required

   By thepensionmaven, October 25, 2023
   • 9 replies
   • 1.2k views
   • 
   • BG5150
   • October 30, 2023

7. Blackouts

   By Guest hitt24, March 25, 2002
   • 35 replies
   • 6.8k views
   • 
   • KJohnson
   • April 9, 2002

8. blank 2005 5500

   By austin3515, May 30, 2006
   • 10 replies
   • 2.2k views
   • 
   • austin3515
   • June 2, 2006

9. Bloated Forfeiture Account

   By BERPA, July 25, 2019
   • 11 replies
   • 3.8k views
   • 
   • rr_sphr
   • July 30, 2019

10. Blowing up a SIMPLE 401(k)

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

11. Board Compensation and Individual 401k Plan

    By chriskkelly, February 20, 2018
    • 5 replies
    • 2.9k views
    • 
    • jpod
    • February 22, 2018

12. Board of Resolution Language for Asset Purchase

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

13. Board Resolution signature date

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

14. 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

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

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

16. 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
    • 591 views
    • 
    • ESOP Guy
    • May 11, 2017

17. Bonding

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

18. Bonding Requirements

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

19. BONUS CHECK: DEFERRALS NOT TAKEN OUT

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

20. bonus comp never withheld on for 10+ years

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

21. Bonus compensation after PYE

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

22. Bonus Deferral

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

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

    By jmartin, June 6, 2013
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • June 6, 2013

24. Bonus Election When Paid w. Regular Payroll

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

25. Bonus Exclusions in 401(k)

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

26. Bonus Out PS Forfeitures to Terminated Participant

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

27. Bonus paid after Dec. 31st

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

28. bonus paid post-asset sale

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

29. Bonus pay period start and end vs check date

    By dragondon, August 22, 2023
    • 4 replies
    • 2.3k views
    • 
    • Josette
    • August 24, 2023

30. Bonus Payment

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

31. Bonus rewards program

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

32. Bonuses and Dollar Amount Deferrals

    By Guest shm3803, December 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • hr for me
    • December 17, 2009

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

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

34. 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

35. Bonuses in Safe Harbor Plans

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

36. booster contributions?

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

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

    By Guest telarsen, April 16, 2005
    • 24 replies
    • 4.6k views
    • 
    • austin3515
    • April 21, 2005

38. Borrowing from ADP to ACP

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

39. Borrowing/Shifting for ADP

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

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

    By daniellerdh05, April 29, 2016   

    • Shady 401K by employer
    • 18 replies
    • 2.8k views
    • 
    • Lou S.
    • April 29, 2016

41. 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

42. bottom up qmac

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

43. Bottom Up QNEC

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

44. bottom up qnec

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

45. Bottom Up QNEC

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

46. Bottom Up QNEC

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

47. Bottom Up QNEC

    By Guest Frank Jackson, July 2, 1999
    • 11 replies
    • 4.2k views
    • 
    • ccassetty
    • April 3, 2003

48. Bottom up QNEC guidence

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

49. Bottom Up QNEC question

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

50. Bottom Up QNEC Question

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