401(k) Plans

19,337 topics in this forum

1. BIS and Rehire

   By Guest russo40, May 1, 2001
   • 1 reply
   • 2.4k views
   • 
   • R. Butler
   • May 2, 2001

2. Switching Safe Harbor Types Under New Rules

   By PensionPro, March 7, 2016
   • 10 replies
   • 2.4k views
   • 
   • PensionPro
   • March 14, 2016

3. Illegal withdraw of 401k funds

   By Guest loconnell, July 28, 2003
   • 6 replies
   • 2.4k views
   • 
   • Harwood
   • July 30, 2003

4. Safe Harbor Non Elective

   By Lori H, August 8, 2008
   • 7 replies
   • 2.4k views
   • 
   • BG5150
   • August 11, 2008

5. Does a QNEC contribution allocation formula need to be definitely dete

   By Richard Anderson, November 25, 2000
   • 3 replies
   • 2.4k views
   • 
   • MWeddell
   • November 28, 2000

6. Never Offered to Participate in Safe Harbor 401K Plan by Employer

   By Lenny van den Hof, October 28, 2019   

   • 401 k
   • 14 replies
   • 2.4k views
   • 
   • Bird
   • November 11, 2019

7. Puerto Rico Participants

   By Guest Lucie, February 12, 2000
   • 2 replies
   • 2.4k views
   • 
   • MWeddell
   • August 31, 2004

8. 401(k) Plan Termination

   By Guest Cookiemonster, March 29, 2004
   • 5 replies
   • 2.4k views
   • 
   • Just Me
   • April 2, 2004

9. Top Heavy Agrgregation

   By KJohnson, February 25, 2000
   • 12 replies
   • 2.4k views
   • 
   • Guest
   • May 10, 2001

10. Plan Sponsor/Trustee responsible for losses or forfeiture investments?

    By John A, June 8, 2000
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 9, 2000

11. ADP - changing methods

    By Dawn Hafner, September 23, 1998
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • November 17, 1998

12. Can my 401(k) deny me from making Catch-up?

    By Guest Questioner, January 27, 2007
    • 11 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 31, 2007

13. Pending Divorce

    By k man, June 28, 2001
    • 6 replies
    • 2.4k views
    • 
    • QDROphile
    • June 29, 2001

14. Rollover from Self-Directed 401(k) to IRA

    By waid10, January 26, 2015   

    • self-directed
    • rollover
    • (and 2 more)

      Tagged with:

      • self-directed
      • rollover
      • 401(k)
      • IRA
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • June 20, 2015

15. Nondiscriminatory compensation question

    By Guest dietpepsi, August 12, 2005
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • August 17, 2005

16. last day rule for match

    By k man, March 15, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • March 17, 2000

17. ADP/ACP Testing - Prior vs. Current

    By Guest ANNEBV, September 15, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 28, 1999

18. Employer doesn't want to let Rehire on plan immediately.

    By Guest Sara H, January 7, 2002
    • 16 replies
    • 2.4k views
    • 
    • KJohnson
    • January 9, 2002

19. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB, June 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • June 7, 2010

20. Last Day of Plan Year 12/30?

    By MarZDoates, January 12, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2006

21. Top-heavy questions relating to short plan years (short initial plan y

    By John A, February 25, 2002
    • 1 reply
    • 2.4k views
    • 
    • Belgarath
    • February 25, 2002

22. Taxation of Death Benefits in 401k plans

    By Guest DDDAY, October 17, 2000
    • 1 reply
    • 2.4k views
    • 
    • Mary Kay Foss
    • October 18, 2000

23. 401(k) Safe Harbor Plan and Participating Employer

    By LMOC, January 23, 2015
    • 6 replies
    • 2.4k views
    • 
    • LMOC
    • February 16, 2015

24. Rollover Contribution to Frozen Plan

    By Guest AEA, April 14, 2006
    • 2 replies
    • 2.4k views
    • 
    • ERISA25
    • August 19, 2009

25. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

    By Guest notapensiongeek, April 4, 2007
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 5, 2007

26. Top Heavy Determination / 401(k) Test Failure

    By Guest Kevin Mitch, June 28, 2011
    • 4 replies
    • 2.4k views
    • 
    • 12AX7
    • June 30, 2011

27. 404 Deduction Limits and annual additions - question about timing.

    By James Matt Ullakko, April 24, 2001
    • 6 replies
    • 2.4k views
    • 
    • John A
    • April 25, 2001

28. ADP/ACP Refund Earnings

    By pjb1835, November 14, 2017
    • 3 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • November 14, 2017

29. New EPCRS procedures

    By Kimberly S, August 27, 2008
    • 16 replies
    • 2.4k views
    • 
    • Guest
    • September 3, 2008

30. Plan Design - Using Staffing Company

    By PFranckowiak, September 16, 2019
    • 3 replies
    • 2.4k views
    • 
    • Larry Starr
    • September 16, 2019

31. Severance pay eligible for deferral?

    By Guest Fred Reilly, March 20, 2000
    • 1 reply
    • 2.4k views
    • 
    • KJohnson
    • March 20, 2000

32. Correcting Safe Harbor Plan

    By Madison71, February 12, 2018
    • 14 replies
    • 2.4k views
    • 
    • Luke Bailey
    • February 14, 2018

33. 5500 filed without audit report

    By k man, October 18, 2001
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • October 19, 2001

34. Controll group

    By Guest JFBEARB, September 13, 2002
    • 13 replies
    • 2.4k views
    • 
    • jaemmons
    • October 16, 2002

35. Control Groups: adopting employer vs non-adopting

    By doombuggy, October 19, 2011
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2011

36. SECURE 2.0: Classifying catch-ups as roth for ADP testing in 2024

    By drakecohen, January 2, 2023
    • 15 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • January 5, 2023

37. Employee Deferrals - how long is too long? Does a long lag affect ear

    By Guest jkrainak, July 31, 2000
    • 12 replies
    • 2.4k views
    • 
    • k man
    • July 31, 2000

38. 401(k) Plan - Uncashed Checks and Missing Participants

    By rocknrolls2, March 29, 2007
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • March 29, 2007

39. Certifications & Limited scope audits

    By austin3515, September 12, 2002
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2002

40. When to use component plan testing

    By austin3515, February 12, 2011
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • February 14, 2011

41. Deduction of Late Safe Harbor Contribution

    By JButtrick, July 19, 2007
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • July 19, 2007

42. Bankruptcy filing by sponsor of a safe harbor 401(k) plan

    By Guest s.c.semler, June 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 12, 2002

43. Not-for-profit controlled group?

    By Guest jim williams, October 22, 2004
    • 2 replies
    • 2.4k views
    • 
    • GBurns
    • October 23, 2004

44. 401(k) Permissible For Foreign Embassy?

    By Guest Hedwig, March 17, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 23, 2004

45. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.4k views
    • 
    • Earl
    • July 12, 2002

46. Easy Plan Term / 5310 Question

    By fiona1, May 2, 2006
    • 9 replies
    • 2.4k views
    • 
    • namealreadyinuse
    • May 9, 2006

47. Change in Plan Sponsor?

    By Guest moltengater, October 7, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 8, 2005

48. Vesting Amendment and Terminated Employees

    By Slem, April 27, 2021
    • 3 replies
    • 2.4k views
    • 
    • M.S. Hatlee QPA, QPFC
    • April 29, 2021

49. Playing fast and loose with Catch-up?

    By Towanda, September 13, 2018
    • 8 replies
    • 2.4k views
    • 
    • Lou S.
    • September 14, 2018

50. Calculating Matching on Catchups Each Payroll

    By Guest stormfrog2000, January 23, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2006