401(k) Plans

19,275 topics in this forum

1. voluntary employee contributions aren't 401(k) deferrals are they?

   By Guest Fred Maynard, February 17, 2005
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • February 17, 2005

2. Leased employees

   By Guest Pat Metallic, August 14, 2007
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • August 15, 2007

3. 3% safe harbor with additional match

   By R. Butler, March 2, 2001
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • May 16, 2002

4. Just Doesn't smell right!

   By TBob, January 20, 2004
   • 6 replies
   • 1.4k views
   • 
   • J2D2
   • January 20, 2004

5. Required Minimum Distributions - 5% Owner Sold His Stake

   By newplananalyst, December 8, 2014
   • 6 replies
   • 2.7k views
   • 
   • ETA Consulting LLC
   • December 9, 2014

6. New Company Eligibility PS Grant

   By cheersmate, September 19, 2019   

   • eligibility waiver 401k eligibility,
   • eligibility service waiver
   • (and 1 more)

     Tagged with:

     • eligibility waiver 401k eligibility,
     • eligibility service waiver
     • past service grant
   • 6 replies
   • 666 views
   • 
   • Kevin C
   • September 23, 2019

7. Anyone know anything about these Index Funds?

   By Guest LondonBroil, February 1, 2005
   • 6 replies
   • 9k views
   • 
   • RCK
   • May 25, 2007

8. K-1 Compensation For An S-Corp

   By metsfan026, February 15, 2022
   • 6 replies
   • 4.1k views
   • 
   • CuseFan
   • February 15, 2022

9. Can a one person employer (no employees) set up a Safe Harbor 401(k) P

   By Guest Kathleen Fouquet, December 6, 2001
   • 6 replies
   • 1.9k views
   • 
   • Belgarath
   • December 7, 2001

10. HCE determination question

    By fiona1, May 10, 2007
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • May 12, 2007

11. Minor child as beneficiary?

    By Guest Michael Anderson, April 4, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

12. Lost participant account over $5,000

    By Pixie, December 9, 2010
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 10, 2010

13. Maximum Loan Amount

    By emmetttrudy, April 1, 2011
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 17, 2011

14. Puerto Rico Compensation

    By Doghouse, February 1, 2018
    • 6 replies
    • 880 views
    • 
    • Doghouse
    • February 5, 2018

15. Military Leave & Loans

    By Guest EdwardF, August 24, 1999
    • 6 replies
    • 2.3k views
    • 
    • Wessex
    • September 1, 1999

16. 415 and off calendar year plan year

    By 30Rock, August 16, 2023
    • 6 replies
    • 1.2k views
    • 
    • Tom
    • August 17, 2023

17. ADP / ACP Testing

    By Alex Daisy, January 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • January 20, 2008

18. PENALTY FEE

    By Guest alan24, June 1, 2004
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2004

19. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

20. Employer Stock

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

21. Excluding a Class/Division of Employees from Participation

    By IhrtERISA, September 6, 2017   

    • employee exclusions
    • 410(a)
    • (and 2 more)

      Tagged with:

      • employee exclusions
      • 410(a)
      • 410(b)
      • 411
    • 6 replies
    • 6.1k views
    • 
    • Luke Bailey
    • September 14, 2017

22. OK for participant to designate his fraternity as the beneficiary of h

    By Guest, December 13, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • December 20, 1999

23. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH, October 12, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • October 13, 2004

24. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia, May 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 25, 2010

25. Matching on a Payroll Basis, and 1,000 Hour Eligibility Requirement

    By Christine Roberts, April 26, 2002
    • 6 replies
    • 1.9k views
    • 
    • Christine Roberts
    • April 26, 2002

26. suspension after after-tax wdr

    By Guest Gunner, September 19, 2002
    • 6 replies
    • 2.1k views
    • 
    • RTK
    • September 19, 2002

27. Allow Union Members to Particpate, but not receive employer contribution.

    By Rai401k, June 22, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2005

28. RE Purchase

    By K-t-F, October 11, 2006
    • 6 replies
    • 1.7k views
    • 
    • K-t-F
    • October 13, 2006

29. Compensation for a Partner

    By Alex Daisy, February 1, 2010
    • 6 replies
    • 5k views
    • 
    • austin3515
    • February 3, 2010

30. hardship - purchase of a residence

    By Scuba 401, April 19, 2012
    • 6 replies
    • 1.6k views
    • 
    • GMK
    • April 24, 2012

31. Maximum Loan / market dropped

    By Lou81, June 17, 2021   

    • loan
    • 6 replies
    • 822 views
    • 
    • BenefitJack
    • June 19, 2021

32. Auto Rollover amendments

    By Guest sherrycash, March 14, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2005

33. Attainment of age 59 1/2

    By Fisher, January 4, 2007
    • 6 replies
    • 3.5k views
    • 
    • RCK
    • January 5, 2007

34. Form 5500 reporting and uncashed checks

    By cpc0506, May 15, 2018
    • 6 replies
    • 1.9k views
    • 
    • Bob the Swimmer
    • May 16, 2018

35. eliminate a Money Purchase plan

    By FJR, August 2, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 28, 2001

36. Roth Safe Harbor Plan

    By RLTGroup, May 6, 2013   

    • Roth
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Roth
      • Safe Harbor
      • Post Tax
    • 6 replies
    • 2.2k views
    • 
    • RLTGroup
    • May 8, 2013

37. Too much employer deposit!

    By justanotheradmin, March 28, 2014
    • 6 replies
    • 1.3k views
    • 
    • justanotheradmin
    • March 28, 2014

38. Merging SH Plan into Non-SH Plan

    By austin3515, August 29, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 2, 2014

39. Control Group - Restaurants

    By coleboy, May 19, 2017
    • 6 replies
    • 774 views
    • 
    • ESOP Guy
    • May 19, 2017

40. Control Group/ Testing

    By pixmax, September 10, 2009
    • 6 replies
    • 1.9k views
    • 
    • Sully
    • September 10, 2009

41. Minimum Deferral Percentage

    By justatester, May 6, 2013
    • 6 replies
    • 1.8k views
    • 
    • Doghouse
    • May 7, 2013

42. Correct Matching Schedule

    By Guest JWBrown, March 22, 2000
    • 6 replies
    • 1.5k views
    • 
    • John A
    • March 27, 2000

43. Options for a participating employer in a safe harbor plan when there is a purchase

    By 30Rock, February 15, 2024
    • 6 replies
    • 615 views
    • 
    • 30Rock
    • February 15, 2024

44. Included Excluded Employees

    By goldtpa, December 30, 2011
    • 6 replies
    • 2.5k views
    • 
    • EBDI
    • November 30, 2012

45. New Hardship Rules -proof of hardship

    By ratherbereading, June 17, 2021
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 24, 2021

46. top heavy plan with no employer discretionary profit sharing contribut

    By Guest ROB VIDOVICH, May 8, 2001
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • April 4, 2002

47. Eligibility Rules

    By MBCarey, June 6, 2002
    • 6 replies
    • 2k views
    • 
    • MBCarey
    • June 7, 2002

48. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2009

49. Amending match contribution to add last day/hours requirement

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.4k views
    • 
    • dmwe
    • February 15, 2019

50. statutory exclusion for ADP ACP test

    By Tom, April 10, 2024
    • 6 replies
    • 813 views
    • 
    • Bri
    • April 12, 2024