401(k) Plans

19,275 topics in this forum

1. 401k spin-off

   By B21, February 19, 2019
   • 6 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 22, 2019

2. State Unemployment Inquiries

   By jharcombe, September 21, 2022
   • 6 replies
   • 846 views
   • 
   • EPCRSGuru
   • September 23, 2022

3. Terminated Plan Failed ADP/ACP Testing

   By dom123, March 27, 2023
   • 6 replies
   • 1.4k views
   • 
   • Nate S
   • March 28, 2023

4. QDRO - In-service for Top Heavy???

   By Guest tropicgetaway, June 24, 2003
   • 6 replies
   • 2.9k views
   • 
   • g8r
   • March 15, 2004

5. Collective bargaining

   By Guest jetfaninmn, January 8, 2007
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • January 8, 2007

6. IRS Audit - problem w/ Compensation Definition

   By Guest dmartin@swerdlin.net, October 16, 2007
   • 6 replies
   • 1.9k views
   • 
   • Tom Poje
   • November 7, 2007

7. Vesting Schedule Change

   By JKW, September 13, 2011
   • 6 replies
   • 2.3k views
   • 
   • JKW
   • October 4, 2011

8. 2 Owners, 3 Companies, 3 plans

   By Zoey, February 19, 2019
   • 6 replies
   • 551 views
   • 
   • Zoey
   • February 19, 2019

9. exclusion from plan by citizenship

   By pmacduff, November 30, 2022
   • 6 replies
   • 1.2k views
   • 
   • Monica Barnard
   • February 25

10. Controlled groups and ADP/ACP testing methods

    By Guest lforesz, February 6, 2002
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • February 20, 2002

11. Roth

    By goldtpa, February 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2013

12. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 4.8k views
    • 
    • Bird
    • November 19, 2020

13. Casual Labor Employees

    By Guest TLCPension, January 15, 2003
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 2003

14. MP to SH 401 midyear

    By K-t-F, January 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Archimage
    • January 17, 2005

15. Employer Matching Contribution for 401K

    By Guest Beth2009, August 18, 2009
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • August 19, 2009

16. Delinquent Safe Harbor/Top-Heavy Minimums

    By austin3515, November 22, 2011
    • 6 replies
    • 1.6k views
    • 
    • DMcGovern
    • November 28, 2011

17. Waiting period for final distributions

    By Guest Luis G, April 21, 1999
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • April 28, 1999

18. Eligibility question with Rehire

    By Tom, August 24, 2023
    • 6 replies
    • 953 views
    • 
    • Tom
    • August 29, 2023

19. "ERISA account" funded by another plan fiduciary (not the plan sponsor)

    By Guest carol lee, March 16, 2005
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • March 17, 2005

20. The Fix for Missed Deferrals - Confirmation

    By 401king, November 6, 2009
    • 6 replies
    • 2k views
    • 
    • K2retire
    • November 9, 2009

21. USERRA - Company Contributions

    By Guest Tdavid, September 13, 2011
    • 6 replies
    • 3k views
    • 
    • GMK
    • September 16, 2011

22. 402g exceeded in 2 unrelated plans. What happens to related match

    By legort69, October 28, 2016   

    • 402g unrelated match
    • 6 replies
    • 1.9k views
    • 
    • spiritrider
    • October 29, 2016

23. Compensation for Profit Share Allocation

    By coleboy, September 10, 2018
    • 6 replies
    • 675 views
    • 
    • coleboy
    • September 13, 2018

24. Active Employees Not Contributing

    By khn, September 22, 2022
    • 6 replies
    • 901 views
    • 
    • Roycal
    • September 24, 2022

25. eligibiltiy for rehire

    By Lou81, December 1, 2022
    • 6 replies
    • 738 views
    • 
    • Bri
    • December 2, 2022

26. er matching deposit deadline

    By Guest beckyhummer, August 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • October 4, 2001

27. Entry date of July 1 and 3% safe harbor

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • December 30, 2003

28. Top Heavy Correction--Wrong Compensation Defn

    By sloble@crowleyfleck.com, January 13, 2005
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • January 18, 2005

29. Non Executed Plan Document

    By Guest qualitybenefits, February 22, 2005
    • 6 replies
    • 2k views
    • 
    • mbozek
    • February 23, 2005

30. 401k plan with employer stock

    By Guest bostonborn, February 20, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

31. Where do I find a ERISA attorney?

    By Guest dulan, August 21, 2007
    • 6 replies
    • 2.6k views
    • 
    • KJohnson
    • September 6, 2007

32. 402 (G) limit for 2007

    By doombuggy, June 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • KTB
    • October 11, 2006

33. Excluding certain HCEs by name and a rate group question

    By ldr, October 26, 2018   

    • hce
    • eligibility
    • (and 2 more)

      Tagged with:

      • hce
      • eligibility
      • rate groups
      • new comparability
    • 6 replies
    • 1.7k views
    • 
    • ldr
    • October 31, 2018

34. Reporting of Management Fees on Form 5500

    By metsfan026, May 2, 2022
    • 6 replies
    • 2.7k views
    • 
    • Nate S
    • May 3, 2022

35. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 27, 2004

36. Late 401(k) Contributions

    By nancy, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 19, 2005

37. Safe Harbor CODA w/after-tax

    By Guest jae3207, September 18, 2006
    • 6 replies
    • 1.9k views
    • 
    • Jim Chad
    • September 20, 2006

38. Crazy anti-alienation issue

    By ERISAatty, July 6, 2011
    • 6 replies
    • 2.7k views
    • 
    • mbozek
    • October 13, 2012

39. New Comp Basics

    By LarryPensions, March 28, 2023   

    • new comparability
    • profit sharing calculation
    • (and 1 more)

      Tagged with:

      • new comparability
      • profit sharing calculation
      • correction method
    • 6 replies
    • 980 views
    • 
    • AKowalski
    • March 30, 2023

40. Military Leave Question

    By Guest KD40, February 10, 2004
    • 6 replies
    • 2k views
    • 
    • austin3515
    • February 7, 2011

41. Max Loan Amount

    By Guest good2brich, March 26, 2004
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 26, 2004

42. Help with Vesting

    By DP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 22, 2004

43. short plan year and deferrals

    By Guest JBarid, October 16, 2006
    • 6 replies
    • 5k views
    • 
    • Guest
    • October 17, 2006

44. HCE Elections fo ADP Refunds

    By austin3515, March 4, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 6, 2010

45. Odd Plan Year Entry Dates

    By Tinman, August 18, 2010
    • 6 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2010

46. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

47. 2024 safe harbor notices

    By Belgarath, October 25, 2023
    • 6 replies
    • 921 views
    • 
    • Bird
    • November 2, 2023

48. 401k administration fees

    By Guest Mark Porter, August 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • actuarysmith
    • August 13, 2001

49. Family Attribution-grandchild

    By Guest lindamichals, January 15, 2003
    • 6 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2003

50. SCP - Past 2 year period. What now?

    By fiona1, November 9, 2004
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • November 9, 2004