401(k) Plans

19,275 topics in this forum

1. 401(k) options.

   By Guest kavitha, May 5, 2003
   • 16 replies
   • 2.3k views
   • 
   • Mike Preston
   • May 7, 2003

2. Differences in SPD and Plan Document

   By Stevo-PDX, February 7, 2006
   • 2 replies
   • 2.3k views
   • 
   • Locust
   • February 8, 2006

3. Multiple 401(k) plans maximum deferral

   By Guest mopar, June 22, 2004
   • 3 replies
   • 2.3k views
   • 
   • MGB
   • June 22, 2004

4. Unpaid Loan Balances

   By Guest wallacea, February 16, 2001
   • 1 reply
   • 2.3k views
   • 
   • Richard Anderson
   • February 16, 2001

5. Salary Reduction for 401k SH Match

   By TN CPA, August 21, 2023
   • 5 replies
   • 2.3k views
   • 
   • CuseFan
   • August 23, 2023

6. incentive to defer - raffle

   By SheilaD, January 11, 2010
   • 9 replies
   • 2.3k views
   • 
   • Guest
   • January 14, 2010

7. Terminating Safe Harbor Non-Elective Plan Mid-Year

   By Vlad401k, January 2, 2024
   • 2 replies
   • 2.3k views
   • 
   • Lou S.
   • January 3, 2024

8. safe harbor contributions/410(b) coverage testing

   By Guest M Lavelle, May 9, 2000
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • May 9, 2000

9. Roll out, pay tax, roll back in?

   By Lori H, March 3, 2008
   • 6 replies
   • 2.3k views
   • 
   • rcline46
   • March 5, 2008

10. Eligibility Issues

    By Fred Payne, July 26, 2002
    • 11 replies
    • 2.3k views
    • 
    • E as in ERISA
    • July 31, 2002

11. Coverage Testing - (a)4 testing?

    By Guest mpark, December 13, 2004
    • 9 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 22, 2004

12. Deemed Loans

    By 401Karina, November 30, 2023
    • 13 replies
    • 2.3k views
    • 
    • Bird
    • December 4, 2023

13. Extra Match causing 415 violations/testing problems in off plan year.

    By Guest Brenda Schachle, May 16, 2001
    • 7 replies
    • 2.3k views
    • 
    • M R Bernardin
    • May 18, 2001

14. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN, July 26, 2024
    • 5 replies
    • 2.3k views
    • 
    • G8Rs
    • July 30, 2024

15. 401(k) for Self Employed

    By Guest moe, November 13, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • March 8, 2002

16. Loan Default

    By nancy, October 14, 1998
    • 9 replies
    • 2.3k views
    • 
    • LCARUSI
    • November 5, 1998

17. Theoretical idea regarding the 402(g) limit in a short plan year. Jus

    By Bri, September 1, 2000
    • 3 replies
    • 2.3k views
    • 
    • Bri
    • September 3, 2000

18. How much authority does a bankruptcy trustee have?

    By Kimberly S, November 13, 2007
    • 5 replies
    • 2.3k views
    • 
    • Peter Gulia
    • November 15, 2007

19. Social Security Integration Rate

    By davef, January 27, 1999
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 30, 1999

20. Plan Design - Using Staffing Company

    By PFranckowiak, September 16, 2019
    • 3 replies
    • 2.3k views
    • 
    • Larry Starr
    • September 16, 2019

21. Top Heavy Determination and 401(k) Receivables

    By Rob P, June 6, 2012
    • 5 replies
    • 2.3k views
    • 
    • Rob P
    • June 7, 2012

22. 2 year Military Leave

    By Lori H, October 16, 2006
    • 5 replies
    • 2.3k views
    • 
    • Lori H
    • October 19, 2006

23. Employer Contribution Limit Calculation

    By Guest Ann, November 17, 1998
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • June 5, 1999

24. DOT = 12/31 Employed on Last Day of the Year?

    By BG5150, January 10, 2017
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 10, 2017

25. How do we roll over 401(k) plans for new employees?

    By Guest Hayliebunny, December 3, 2003
    • 10 replies
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

26. 401k CatchUp

    By Guest Dean1, February 5, 2009
    • 15 replies
    • 2.3k views
    • 
    • Guest
    • February 13, 2009

27. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon, May 25, 2023
    • 7 replies
    • 2.3k views
    • 
    • Mr Bagwell
    • May 26, 2023

28. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

29. Plan with Employer Stock

    By stevena, September 14, 2005
    • 12 replies
    • 2.3k views
    • 
    • stevena
    • September 22, 2005

30. 401(k) payroll deductions and employer match

    By Guest Leo, December 2, 1999
    • 6 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • February 1, 2000

31. Prohibited Transactions within a 401(k) Plan

    By Guest Jeramy P. Lembeck, January 30, 2000
    • 8 replies
    • 2.3k views
    • 
    • Scuba 401
    • February 8, 2000

32. 501(c)(6) Organizations

    By DTH, March 29, 2007
    • 2 replies
    • 2.3k views
    • 
    • J Simmons
    • March 29, 2007

33. Using Forfeiture Account

    By khn, April 29, 2014
    • 10 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2014

34. Union 401(k) and ADP testing

    By rcline46, March 10, 2005
    • 2 replies
    • 2.3k views
    • 
    • JanetM
    • March 11, 2005

35. Remove Auto Enroll

    By CJS07, March 22, 2017   

    • timing?
    • 2 replies
    • 2.3k views
    • 
    • TPAJake
    • March 23, 2017

36. Can a plan elect the safe harbor provisions if bonuses are excluded fr

    By Guest M.L. Martin, October 25, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • October 30, 2001

37. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
    • 1 reply
    • 2.3k views
    • 
    • Jon Chambers
    • August 7, 2001

38. Key employee determination

    By Guest KRettler, May 6, 2012
    • 2 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 7, 2012

39. Never Offered to Participate in Safe Harbor 401K Plan by Employer

    By Lenny van den Hof, October 28, 2019   

    • 401 k
    • 14 replies
    • 2.3k views
    • 
    • Bird
    • November 11, 2019

40. flex credits contributed to 401(k)

    By Guest penfirn, October 27, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 30, 1998

41. Can my company force me to liquidate my 401(k) holdings?

    By Guest jenadams99, April 20, 2004
    • 4 replies
    • 2.3k views
    • 
    • E as in ERISA
    • April 21, 2004

42. 401(k) black out notices

    By Guest susa, February 3, 2003
    • 3 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • February 21, 2003

43. Documenting an acquisition....

    By Guest A_Dude, October 15, 2013
    • 19 replies
    • 2.3k views
    • 
    • Guest
    • October 21, 2013

44. ADP Refund

    By Guest Melissa Winslow, May 22, 2000
    • 3 replies
    • 2.3k views
    • 
    • Richard Anderson
    • June 3, 2000

45. HCE in multiple plans and ADP testing

    By RCK, February 27, 2003
    • 5 replies
    • 2.3k views
    • 
    • RCK
    • February 28, 2003

46. Failed ADP with late Refund

    By pixmax, March 31, 2010
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 31, 2010

47. Required Minimum Distribution Question

    By Guest KD40, June 24, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2003

48. Prior year testing method/ADP/former employees

    By billfgrady, January 22, 2003
    • 2 replies
    • 2.3k views
    • 
    • billfgrady
    • January 23, 2003

49. Allocation Hours for First Short Plan Year

    By Vlad401k, February 8, 2016
    • 6 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 26, 2016

50. Loan Fees on SPD

    By Guest KJSpaeth, October 14, 2002
    • 8 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 15, 2002