401(k) Plans

19,275 topics in this forum

1. Pay back on loan "not required".

   By Guest Melissa Winslow, January 14, 2000
   • 15 replies
   • 2.3k views
   • 
   • Brenda Wren
   • January 21, 2000

2. Affiliated Employer?

   By Guest Michael Anderson, October 22, 2002
   • 7 replies
   • 2.3k views
   • 
   • jaemmons
   • October 23, 2002

3. Safe Harbor- Compensation Definition

   By Guest Laura Millwood, February 25, 1999
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • February 26, 1999

4. Top Heavy 401(k) Plan

   By bzorc, February 3, 2012
   • 13 replies
   • 2.3k views
   • 
   • chc93
   • October 31, 2012

5. Shopping for a new 401(k) program

   By Guest JSinbad, October 30, 1998
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • November 9, 1998

6. Deduction Limit, ASGs, and IRC 413(c)(6)

   By Guest Pennysaver, March 23, 2012
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • March 23, 2012

7. Why we require salary data

   By Guest liljunebug, April 2, 2008
   • 17 replies
   • 2.3k views
   • 
   • Below Ground
   • April 4, 2008

8. 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
   • 2.3k views
   • 
   • mbozek
   • June 20, 2015

9. Charging Fees to Some Participants' Accounts

   By LCARUSI, October 19, 1998
   • 2 replies
   • 2.3k views
   • 
   • QDROphile
   • October 22, 1998

10. Life Insurance

    By nancy, May 15, 2020
    • 9 replies
    • 2.3k views
    • 
    • Larry Starr
    • May 19, 2020

11. Lost Earnings on Safe Harbor 401(k) Contributions

    By Danny CPA, August 26, 2014
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • August 29, 2014

12. Use of Discretionary Match in safe harbor 401(k)

    By chris, September 13, 2001
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 14, 2001

13. Military Leave make-up contributions

    By 30Rock, December 19, 2017
    • 3 replies
    • 2.3k views
    • 
    • johncarter
    • November 2, 2018

14. Amend to remove EACA mid year?

    By Jean, April 30, 2009
    • 0 replies
    • 2.3k views
    • 
    • Jean
    • April 30, 2009

15. coordination of deferral limits in different plans

    By Craig Garner, February 23, 2009
    • 2 replies
    • 2.3k views
    • 
    • Kevin C
    • February 23, 2009

16. Acquisition and HCE determination

    By Guest cosmo1215, December 16, 2004
    • 3 replies
    • 2.3k views
    • 
    • g8r
    • December 21, 2004

17. Guam Plan

    By Guest skc, January 30, 2007
    • 5 replies
    • 2.3k views
    • 
    • JanetM
    • January 31, 2007

18. Employer Stock

    By cs771, January 4, 2013
    • 6 replies
    • 2.3k views
    • 
    • cs771
    • January 4, 2013

19. Mid-Plan Year Termination and Failed ADP Test

    By msmith, July 10, 2018
    • 7 replies
    • 2.3k views
    • 
    • msmith
    • July 14, 2018

20. Plan w/Basic Safe Harbor Match - Can Auto Enroll Be Added Mid-year?

    By Mr401k, December 1, 2015
    • 4 replies
    • 2.3k views
    • 
    • rcline46
    • December 2, 2015

21. USERRA and Profit Sharing Plans

    By LCARUSI, September 24, 2001
    • 1 reply
    • 2.3k views
    • 
    • Everett Moreland
    • September 24, 2001

22. Failed ADP/ACP: Employer Puttiing Bulk of Matching In Forfeiture Acct...

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.3k views
    • 
    • masteff
    • March 10, 2014

23. End of hardship suspension period

    By Guest Achilles, January 11, 2005
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 11, 2005

24. HELP! Quit then rehired as Consultant

    By Surfer451, July 31, 2018   

    • rehire
    • cash out
    • (and 1 more)

      Tagged with:

      • rehire
      • cash out
      • consultant
    • 4 replies
    • 2.3k views
    • 
    • Luke Bailey
    • August 1, 2018

25. HCE and Initial Plan Year

    By Guest Tara Curran, September 10, 2002
    • 10 replies
    • 2.3k views
    • 
    • Earl
    • September 17, 2002

26. Excludable v.s. Non Excludable for coverage testing

    By RRB, February 1, 2012
    • 5 replies
    • 2.3k views
    • 
    • RRB
    • February 3, 2012

27. Automatic Enrollment at our company - less than 10% are changing their

    By RCK, January 4, 2001
    • 12 replies
    • 2.3k views
    • 
    • david rigby
    • January 9, 2001

28. Can I move my 401K?

    By Guest Carl C, October 9, 2001
    • 6 replies
    • 2.3k views
    • 
    • MGB
    • October 10, 2001

29. Top Heavy Exemption if HCEs do not receive Safe Harbor?

    By Guest wickedp1, September 13, 2014   

    • Safe Harbor
    • Top Heavy Exemption
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 15, 2014

30. How can a plan sponsor find out if a 5500 has been filed with the IRS?

    By Guest Shea, May 13, 1999
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 1999

31. Safe Harbor 401(k)

    By Guest Rosemary Raymer, October 30, 2002
    • 11 replies
    • 2.3k views
    • 
    • RTK
    • October 30, 2002

32. Vesting and BRF

    By justatester, August 15, 2011
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • August 16, 2011

33. Safe Harbor deposit due date?

    By doombuggy, June 22, 2012
    • 5 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • June 25, 2012

34. Participant's only contribution classified as catch-up; not matched.

    By ERISA-Bubs, July 20, 2016
    • 17 replies
    • 2.3k views
    • 
    • BG5150
    • February 6, 2017

35. Family Attribution Rules

    By Guest rmyoung, November 13, 2002
    • 3 replies
    • 2.3k views
    • 
    • R. Butler
    • November 13, 2002

36. Qualified Reservist Distributions under PPA

    By Guest Pension Girl, January 5, 2010
    • 1 reply
    • 2.3k views
    • 
    • Jim Chad
    • January 6, 2010

37. Top Heavy Test - only key employees in the plan

    By Guest Debbie Jarvis, August 4, 2004
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • August 26, 2004

38. Participating Employer Contribution

    By Dougsbpc, September 18, 2009
    • 6 replies
    • 2.3k views
    • 
    • Dougsbpc
    • September 22, 2009

39. Nonelective Contribution - can employer change mind

    By Guest SuzieQNEC, October 22, 2009
    • 17 replies
    • 2.3k views
    • 
    • Bird
    • October 30, 2009

40. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad, September 2, 2004
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • September 2, 2004

41. Are hardship rules any different under a safe harbor 401(k) plan?

    By John A, October 11, 2000
    • 1 reply
    • 2.3k views
    • 
    • wmyer
    • October 12, 2000

42. Combining employee elective deferrals and company match contributions

    By Guest David_R, June 6, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • June 7, 2000

43. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 2.3k views
    • 
    • BG5150
    • February 20, 2019

44. Timing of P/S contributions

    By Guest hpaine, March 26, 2003
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • September 17, 2003

45. Negative Earnings

    By Guest psu83, May 11, 2011
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 13, 2011

46. Definition of SS Integration

    By Guest JB2, February 5, 1999
    • 4 replies
    • 2.3k views
    • 
    • Dave Baker
    • February 14, 1999

47. safe harbor plan in controlled group

    By Guest LoloV, October 18, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 29, 2004

48. Employer Stock Fund

    By Randy Watson, June 1, 2007
    • 6 replies
    • 2.3k views
    • 
    • masteff
    • June 1, 2007

49. QACA AND REHIRES

    By Guest Mk9522, November 16, 2012
    • 1 reply
    • 2.3k views
    • 
    • 401_4_ever
    • November 19, 2012

50. 401k vs 401a Newbie Question

    By Guest clem, April 15, 2007
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • April 16, 2007