401(k) Plans

19,275 topics in this forum

1. Plan Administration

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

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

   By Guest CK401K, July 2, 2014
   • 6 replies
   • 4.3k views
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   • masteff
   • July 2, 2014

3. two beneficiary forms for one participant

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

4. Employer paying all plan expenses?

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

5. Available for Hardship after loan

   By legort69, September 1, 2017   

   • hardship
   • 6 replies
   • 1.1k views
   • 
   • stephen
   • September 7, 2017

6. Peo with a 401(k) question

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

7. Age Weighted/SH 401K

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

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

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

9. USERRA

   By pookah, December 4, 2014   

   • userra
   • testing
   • (and 1 more)

     Tagged with:

     • userra
     • testing
     • contribitions
   • 6 replies
   • 2.5k views
   • 
   • chc93
   • December 8, 2014

10. Can contributions exceed compensation?

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

11. Blackout Notice

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

12. Partial Termination/Full termination

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

13. 401(a)(17) and match per pay period

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

14. Investment Free for all?!

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

15. 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

16. 2021 401k+SH plan set up deadline

    By Jakyasar, November 5, 2020
    • 6 replies
    • 1.2k views
    • 
    • AndrewZ
    • November 9, 2020

17. After-tax Contributions / Reasonale Limits

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

18. determining a highly compensated employee

    By Guest abg, August 22, 1999
    • 6 replies
    • 2.1k views
    • 
    • Kathy
    • August 30, 1999

19. Misplaced contributions

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

20. Top Heavy Minimum Benefit

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

21. LLC and owner contributions

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

22. Non-elective Safe Harbor

    By Dazednconfused, October 2, 2009
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • October 5, 2009

23. Hurricane Relief

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

24. coverage testing

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

25. Trust received check without a participant identified

    By waid10, May 24, 2019
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • June 13, 2019

26. 401k Deferrals - Fiscal Year Plan

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

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

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

28. Plan assets as collateral

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

29. Employer Stock and 401(k) Plan

    By DABU, March 30, 2019
    • 6 replies
    • 1.1k views
    • 
    • DABU
    • April 6, 2019

30. Penalty tax on distribution of excess deferrals?

    By Richard Anderson, August 27, 1999
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • August 31, 1999

31. 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

32. compensation

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

33. 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

34. Maximum Loan in Daily Valuation Plan

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

35. Simple Plans

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

36. Missed Deferrals

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

37. 401K Rollover leave company and rehired in same year

    By Guest Crashdavis, November 27, 2012
    • 6 replies
    • 5.4k views
    • 
    • masteff
    • November 28, 2012

38. Ineligible deferrals, not corrected

    By emmetttrudy, July 26, 2013
    • 6 replies
    • 1.4k views
    • 
    • emmetttrudy
    • August 8, 2013

39. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.5k views
    • 
    • Eric Taylor
    • February 3, 2017

40. Loan Overpayment used for second loan w/o notice

    By maylavinia, October 18, 2018
    • 6 replies
    • 1.4k views
    • 
    • Eve Sav
    • October 19, 2018

41. Yet another LTPT question

    By Belgarath, January 13, 2023
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • February 21, 2023

42. Allocation Conditions and Profit Sharing

    By justatester, March 16, 2023
    • 6 replies
    • 1.9k views
    • 
    • CuseFan
    • March 17, 2023

43. Brother-sister control group

    By Guest tonjer, November 13, 2002
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • November 20, 2002

44. Late Deposit of 401(k) Deferrals

    By MarZDoates, August 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 2003

45. Who should sign the Form 5500? Trustee changed after year-end.

    By 401king, July 9, 2018
    • 6 replies
    • 2.4k views
    • 
    • Madison71
    • July 9, 2018

46. QACA plans and Roth

    By Kimberly S, July 12, 2007
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • July 14, 2007

47. Excludible NHCE becomes HCE, quits, minimum coverage issue

    By JWRB, December 14, 2016
    • 6 replies
    • 748 views
    • 
    • MWeddell
    • December 14, 2016

48. Deferral Question

    By Guest Theresa, March 16, 2000
    • 6 replies
    • 2.1k views
    • 
    • Jon Chambers
    • March 21, 2000

49. Qpam

    By fidu, May 16, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 23, 2002

50. Is a 990-T needed?

    By goldtpa, June 23, 2004
    • 6 replies
    • 2.1k views
    • 
    • Earl
    • June 25, 2004