401(k) Plans

19,320 topics in this forum

1. Control Group and Non-Profit Entities

   By Guest abajeb, March 14, 2006
   • 2 replies
   • 2.3k views
   • 
   • MWeddell
   • March 14, 2006

2. Naming minor as primary beneficiary?

   By John A, March 22, 2000
   • 2 replies
   • 2.3k views
   • 
   • KIP KRAUS
   • March 23, 2000

3. Earned income

   By Guest babs51, November 5, 2009
   • 9 replies
   • 2.3k views
   • 
   • austin3515
   • November 10, 2009

4. Hardship Withdrawals

   By Kevin C, February 20, 2006
   • 2 replies
   • 2.3k views
   • 
   • MWeddell
   • February 21, 2006

5. 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

6. Safe Harbor 401(k)/Additional Non-Elective Contribution

   By k man, December 15, 2000
   • 3 replies
   • 2.3k views
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   • Richard Anderson
   • December 19, 2000

7. 1099 Employees

   By Guest darrensoup, January 20, 2005
   • 2 replies
   • 2.3k views
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   • Guest
   • January 20, 2005

8. Differences in SPD and Plan Document

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

9. Using Forfeiture Account

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

10. ADP corrective distribution

    By Belgarath, January 21, 2004
    • 6 replies
    • 2.3k views
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    • Tom Poje
    • January 21, 2004

11. Key employee determination

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

12. Excludable Employees and Cross-testing

    By Guest CAP, February 28, 2005
    • 12 replies
    • 2.3k views
    • 
    • jquazza
    • March 2, 2005

13. 401(k) options.

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

14. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • November 12, 2001

15. Cover call writing in qualified plan?

    By Spencer, December 17, 1999
    • 2 replies
    • 2.3k views
    • 
    • Scuba 401
    • December 17, 1999

16. incentive to defer - raffle

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

17. Failure to make 3% Safe Harbor Contribution

    By JRN, December 24, 2014   

    • Safe Harbor Failure
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 26, 2014

18. Safe Harbor 401(k) and 500 Hour requirement

    By Guest jmurph, December 20, 1999
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • December 27, 1999

19. Top Heavy Determination and 401(k) Receivables

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

20. Bonus pay period start and end vs check date

    By dragondon, August 22, 2023
    • 4 replies
    • 2.3k views
    • 
    • Josette
    • August 24, 2023

21. Two participants with the same SSN

    By Guest TPA Guy, February 20, 2013
    • 6 replies
    • 2.3k views
    • 
    • Peter Gulia
    • February 22, 2013

22. Schwab "Solo 401(k)"

    By PamR, July 21, 2022
    • 12 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • July 24, 2022

23. 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

24. Foreign corporation as sponsor of 401(k) plan?

    By Guest Alley, July 5, 2001
    • 2 replies
    • 2.3k views
    • 
    • GBurns
    • July 8, 2001

25. 415 correction after QDRO split

    By Guest jae3207, December 13, 2005
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • December 15, 2005

26. Sponsor left a MEP

    By CLE401kGuy, July 31, 2019
    • 4 replies
    • 2.3k views
    • 
    • MSN
    • August 2, 2019

27. Spousal QJSA Waiver

    By Guest Barney Byrd, June 23, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 1999

28. 401(k) for Self Employed

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

29. Exclusion from ACP Test

    By emmetttrudy, December 15, 2010
    • 2 replies
    • 2.3k views
    • 
    • fiona1
    • December 16, 2010

30. Employer Contribution Limit Calculation

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

31. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy, May 16, 2016   

    • Death Benefit
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • May 17, 2016

32. Contingent safe harbor language

    By Guest erisa.com, September 24, 2001
    • 1 reply
    • 2.3k views
    • 
    • Bob R
    • October 1, 2001

33. 401(k) black out notices

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

34. vesting schedules

    By mlp0816, February 13, 2006
    • 4 replies
    • 2.3k views
    • 
    • JDuns
    • February 14, 2006

35. Notice requirements when adding safe harbor 401(k) provisions to PSP

    By chris, February 23, 2002
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 7, 2002

36. ADP Refund

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

37. Front-loading 3% Safe Harbor Contribution

    By chris, September 6, 2005
    • 7 replies
    • 2.3k views
    • 
    • chris
    • September 7, 2005

38. prohibited transaction

    By Guest bogart126, October 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • October 8, 2001

39. Safe Harbor - Eligible Employees

    By Guest tintree73, November 13, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 14, 2006

40. 401k deferral deposit deadline for owners of corp.

    By Guest jc1457, July 28, 2010
    • 5 replies
    • 2.3k views
    • 
    • GMK
    • July 29, 2010

41. ERISA prohibition against free riding

    By fidu, July 31, 2002
    • 8 replies
    • 2.3k views
    • 
    • mbozek
    • September 16, 2002

42. Surviving Spouse Beneficiary

    By Guest TimO, May 22, 2003
    • 9 replies
    • 2.3k views
    • 
    • 401_noob
    • August 15, 2018

43. Solo 401(k)-Never Funded-Terminating-Filing Required?

    By jala, December 10, 2015
    • 13 replies
    • 2.3k views
    • 
    • Mike Preston
    • December 13, 2015

44. Social Security Integration Rate

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

45. Coverage Testing - (a)4 testing?

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

46. Partial Termination

    By austin3515, June 11, 2009
    • 5 replies
    • 2.3k views
    • 
    • casey72
    • November 23, 2022

47. Unpaid Loan Balances

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

48. QACA/EACA unwind feature

    By buckaroo, October 23, 2009
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • November 3, 2009

49. 401k CatchUp

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

50. Required Minimum Distribution Question

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