401(k) Plans

19,321 topics in this forum

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

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

2. Compensation for Deferrals only and 414(s)

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

3. 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

4. 401K plan - Foreign spouse - No SSN or TIN

   By prof, October 8, 2021
   • 6 replies
   • 6.8k views
   • 
   • CuseFan
   • October 11, 2021

5. Employer Matching Deposiet Time Limits?

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

6. EGTRRA conformity

   By Guest laurad, April 25, 2002
   • 6 replies
   • 1.9k views
   • 
   • pjkoehler
   • May 9, 2002

7. failure to deduct deferrals from final paycheck

   By k man, October 3, 2005
   • 6 replies
   • 7.3k views
   • 
   • E as in ERISA
   • October 5, 2005

8. Davis Bacon question

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

9. Notice to Interested Parties

   By fiona1, January 28, 2010
   • 6 replies
   • 3.3k views
   • 
   • fiona1
   • January 29, 2010

10. Top Heavy and Prevailing wage

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

11. Top Heavy

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

12. Merging of 401k Plans...

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

13. Successor Plans

    By Zimkap, December 8, 2021
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • December 10, 2021

14. Plan Administration

    By Gary, October 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • ERISAnut
    • October 4, 2008

15. What happens when the beneficiary dies the day after the participant?

    By Guest CK401K, July 2, 2014
    • 6 replies
    • 4.4k views
    • 
    • masteff
    • July 2, 2014

16. two beneficiary forms for one participant

    By Pixie, November 4, 2015
    • 6 replies
    • 934 views
    • 
    • Bird
    • November 5, 2015

17. Employer paying all plan expenses?

    By gdlfa, August 15, 2016
    • 6 replies
    • 1.9k views
    • 
    • K2retire
    • August 16, 2016

18. Available for Hardship after loan

    By legort69, September 1, 2017   

    • hardship
    • 6 replies
    • 1.2k views
    • 
    • stephen
    • September 7, 2017

19. Peo with a 401(k) question

    By abanky, July 16, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2002

20. Age Weighted/SH 401K

    By K-t-F, August 6, 2004
    • 6 replies
    • 2.6k views
    • 
    • K-t-F
    • August 7, 2004

21. Top-heavy plan that fails ADP test - help

    By Guest MikeD, March 11, 2005
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • March 11, 2005

22. USERRA

    By pookah, December 4, 2014   

    • userra
    • testing
    • (and 1 more)

      Tagged with:

      • userra
      • testing
      • contribitions
    • 6 replies
    • 2.6k views
    • 
    • chc93
    • December 8, 2014

23. Can contributions exceed compensation?

    By Guest Bob Monte, March 20, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2002

24. Blackout Notice

    By nancy, August 21, 2003
    • 6 replies
    • 1.5k views
    • 
    • Harwood
    • August 22, 2003

25. Partial Termination/Full termination

    By k man, November 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • November 23, 2005

26. 401(a)(17) and match per pay period

    By KJohnson, July 15, 2010
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2010

27. Investment Free for all?!

    By justanotheradmin, May 15, 2020
    • 6 replies
    • 802 views
    • 
    • Luke Bailey
    • May 18, 2020

28. Form 5330

    By 52626, December 6, 2024
    • 6 replies
    • 871 views
    • 
    • Laydesi
    • December 19, 2025

29. ADP/ACP testing, our economy, and gap earings for post 2007

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.1k views
    • 
    • fiona1
    • December 4, 2008

30. 2021 401k+SH plan set up deadline

    By Jakyasar, November 5, 2020
    • 6 replies
    • 1.3k views
    • 
    • AndrewZ
    • November 9, 2020

31. After-tax Contributions / Reasonale Limits

    By austin3515, June 14, 2021
    • 6 replies
    • 980 views
    • 
    • BG5150
    • June 16, 2021

32. determining a highly compensated employee

    By Guest abg, August 22, 1999
    • 6 replies
    • 2.2k views
    • 
    • Kathy
    • August 30, 1999

33. Misplaced contributions

    By Guest jreddi, March 14, 2000
    • 6 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • March 19, 2000

34. Top Heavy Minimum Benefit

    By James Matt Ullakko, June 21, 2001
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • June 30, 2001

35. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

36. Non-elective Safe Harbor

    By Dazednconfused, October 2, 2009
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • October 5, 2009

37. Hurricane Relief

    By DocumentDiva, October 10, 2024
    • 6 replies
    • 996 views
    • 
    • RatherBeGolfing
    • October 15, 2024

38. coverage testing

    By Guest SueM382, January 2, 2007
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 3, 2007

39. Trust received check without a participant identified

    By waid10, May 24, 2019
    • 6 replies
    • 1.3k views
    • 
    • chc93
    • June 13, 2019

40. 401k Deferrals - Fiscal Year Plan

    By DP, July 19, 2005
    • 6 replies
    • 4.8k views
    • 
    • R. Butler
    • August 3, 2005

41. How do we know what outcomes would result from ending a safe harbor?

    By Peter Gulia, April 3, 2020
    • 6 replies
    • 682 views
    • 
    • Peter Gulia
    • April 3, 2020

42. Plan assets as collateral

    By Guest TrustMe401k, February 5, 2014
    • 6 replies
    • 2.5k views
    • 
    • Bill Presson
    • February 6, 2014

43. Employer Stock and 401(k) Plan

    By DABU, March 30, 2019
    • 6 replies
    • 1.2k views
    • 
    • DABU
    • April 6, 2019

44. Penalty tax on distribution of excess deferrals?

    By Richard Anderson, August 27, 1999
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • August 31, 1999

45. Because of an 11-K filing will an audit be required?

    By Guest JDansa, July 15, 2004
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 17, 2004

46. compensation

    By Guest mk2308, August 15, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2005

47. Are there service providers who do operational audits to ascertain if

    By Guest Lisa Flagg, November 16, 2000
    • 6 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • November 17, 2000

48. Maximum Loan in Daily Valuation Plan

    By Guest jmourgos, February 26, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2003

49. Simple Plans

    By Jilliandiz, May 24, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2005

50. Missed Deferrals

    By Guest jetfaninmn, January 3, 2007
    • 6 replies
    • 1.8k views
    • 
    • 401_4_ever
    • January 5, 2007