401(k) Plans

19,275 topics in this forum

1. Anyone recognize this website?

   By austin3515, February 19, 2020
   • 6 replies
   • 950 views
   • 
   • Bill Presson
   • February 20, 2020

2. FT William Loan Procedures / QDRO Procedures

   By austin3515, December 5, 2024
   • 6 replies
   • 575 views
   • 
   • QDROphile
   • December 5, 2024

3. overpayment of loan repayments

   By Guest mk2308, July 18, 2005
   • 6 replies
   • 4k views
   • 
   • JanetM
   • July 18, 2005

4. Consolidating Multiple Solo 401k Plans into One

   By ill, October 6, 2023
   • 6 replies
   • 2k views
   • 
   • Bird
   • October 9, 2023

5. SARSEP is dead , we need to move on!

   By Guest Brad Cozzi, March 1, 2001
   • 6 replies
   • 1.7k views
   • 
   • rcline46
   • March 5, 2001

6. Forced IRA Rollovers - Who will take them?

   By ljr, April 1, 2005
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • April 1, 2005

7. Hardship as Loan Offset

   By austin3515, August 7, 2008
   • 6 replies
   • 2.7k views
   • 
   • ERISAnut
   • August 13, 2008

8. HCE excluded from 3% SH. Still get a TH pass?

   By BG5150, March 20, 2018
   • 6 replies
   • 1.3k views
   • 
   • Lou S.
   • March 20, 2018

9. SHNEC, Top Heavy and Otherwise Excludable EE's

   By LMD1, February 2, 2019
   • 6 replies
   • 1.8k views
   • 
   • QP_Guy
   • February 6, 2019

10. How long is too long?

    By Guest KaroliHayes, December 22, 1998
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

11. Reasonable Segregation

    By Dagwood, November 3, 2020
    • 6 replies
    • 830 views
    • 
    • Dagwood
    • November 13, 2020

12. Enrolled against will

    By Dug29, March 10, 2023
    • 6 replies
    • 3.4k views
    • 
    • MWeddell
    • March 22, 2023

13. Reversion to Employer from a 401(k) Plan

    By bzorc, August 10, 2023
    • 6 replies
    • 1.4k views
    • 
    • rocknrolls2
    • August 11, 2023

14. 401k Loan Defaulted due to EMPLOYER/SPONSOR inablility to administer l

    By Guest 401khelp, November 12, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 15, 2002

15. Overlapping Controlled Groups

    By justatester, March 2, 2009
    • 6 replies
    • 3.3k views
    • 
    • justatester
    • March 3, 2009

16. Frontloading 401(k) Deferrals

    By BTH, December 31, 2009
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2010

17. Loan as a Deemed Distribution

    By CLE401kGuy, February 5, 2013
    • 6 replies
    • 19.6k views
    • 
    • Bird
    • February 21, 2014

18. Plan Legal Documents as Settlor Functions

    By CLE401kGuy, December 3, 2014
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • December 8, 2014

19. Top Heavy question

    By drewmc2001, May 25, 2015   

    • Top Heavy
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 11, 2015

20. Non-Profit and For Profit

    By austin3515, November 4, 2020
    • 6 replies
    • 2.5k views
    • 
    • Patricia Neal Jensen
    • November 4, 2020

21. 3-year cliff vesting still allowed

    By TPApril, October 7, 2021
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 8, 2021

22. Do we have a problem with different subsidiaries administering Catch-Ups differently?

    By ERISA-Bubs, August 10, 2023
    • 6 replies
    • 693 views
    • 
    • ERISA-Bubs
    • August 11, 2023

23. Is he a more than 5% owner?

    By Soundbc1, February 12, 2024
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 12, 2024

24. Is the calculation method used for correcting the failed test incompatible with the test failed?

    By dragondon, April 3, 2024
    • 6 replies
    • 640 views
    • 
    • dragondon
    • April 5, 2024

25. What administrative expenses may be charged to a plan?

    By Guest Letocha, December 7, 2000
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2001

26. Plan Design

    By Guest naveen, September 8, 2008
    • 6 replies
    • 1.2k views
    • 
    • GBurns
    • September 9, 2008

27. Match to HCE

    By Guest bernie lomax, February 26, 2010
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2010

28. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.1k views
    • 
    • RayRay
    • May 29, 2019

29. Excluding from testing EE left with less than 500 hours

    By Jim Chad, February 9, 2022
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • February 9, 2022

30. Excess deferral and related matching

    By Guest Dennis Siko, March 11, 1999
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 12, 1999

31. Life Insurance surrender and investing CSV into other plan assets

    By JohnEPNFP, February 12, 2024
    • 6 replies
    • 1.3k views
    • 
    • Bird
    • February 13, 2024

32. PPA Amendments

    By ERISA-Bubs, November 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • November 15, 2011

33. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.1k views
    • 
    • BG5150
    • February 6, 2019

34. Prohibited Transactions and reporting on From 5330

    By Guest kwagner, October 24, 2002
    • 6 replies
    • 3.4k views
    • 
    • E as in ERISA
    • May 9, 2003

35. Do the rules of converting a regular 401(k) to a safe harbor 401(k) re

    By Archimage, February 7, 2003
    • 6 replies
    • 1.7k views
    • 
    • Archimage
    • February 10, 2003

36. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.2k views
    • 
    • Appleby
    • February 26, 2003

37. 401(k)

    By Guest cconnell, July 17, 2006
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2006

38. Matching 0% of first 5, then dollar for dollar

    By austin3515, March 27, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 27, 2015

39. Compensation for Deferrals only and 414(s)

    By Nancy D, June 13, 2016
    • 6 replies
    • 1.3k views
    • 
    • Nancy D
    • June 14, 2016

40. Not a Controlled Group When ER Thought it Was

    By Benefits Vet, December 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • Benefits Vet
    • January 6, 2020

41. 401K plan - Foreign spouse - No SSN or TIN

    By prof, October 8, 2021
    • 6 replies
    • 6.1k views
    • 
    • CuseFan
    • October 11, 2021

42. Employer Matching Deposiet Time Limits?

    By Guest TYounkin, March 4, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 1999

43. EGTRRA conformity

    By Guest laurad, April 25, 2002
    • 6 replies
    • 1.8k views
    • 
    • pjkoehler
    • May 9, 2002

44. failure to deduct deferrals from final paycheck

    By k man, October 3, 2005
    • 6 replies
    • 7.1k views
    • 
    • E as in ERISA
    • October 5, 2005

45. Davis Bacon question

    By AKconsult, May 13, 2009
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • May 15, 2009

46. Notice to Interested Parties

    By fiona1, January 28, 2010
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • January 29, 2010

47. Top Heavy and Prevailing wage

    By Jim Chad, September 7, 2022
    • 6 replies
    • 772 views
    • 
    • 401kology
    • September 8, 2022

48. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006

49. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 8, 2008

50. Successor Plans

    By Zimkap, December 8, 2021
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • December 10, 2021