401(k) Plans

19,321 topics in this forum

1. Hardship after loan default

   By Bird, February 11, 2015
   • 6 replies
   • 1.7k views
   • 
   • hr for me
   • February 13, 2015

2. Employee Moving to Puerto Rico

   By khn, June 4, 2015
   • 6 replies
   • 2.4k views
   • 
   • khn
   • June 5, 2015

3. excess deposits/415 issues

   By Jakyasar, March 26, 2023
   • 6 replies
   • 998 views
   • 
   • Jakyasar
   • March 28, 2023

4. Eligiblity of a Rehire

   By Lou81, August 23, 2023   

   • rehire
   • 6 replies
   • 1k views
   • 
   • Lou81
   • August 25, 2023

5. Sole prop DB cost exceeds income - deferrals allowed?

   By Belgarath, March 25, 2008
   • 6 replies
   • 1.4k views
   • 
   • AndyH
   • March 26, 2008

6. Non-Resident Trustee

   By wifrbr, April 2, 2018
   • 6 replies
   • 2k views
   • 
   • QP_Guy
   • April 5, 2018

7. Forfeitures

   By Guest JB2, November 10, 1998
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • November 21, 1998

8. Triggerring the Top Heavy Minimum

   By Guest chris4013, April 4, 2003
   • 6 replies
   • 1.9k views
   • 
   • Tom Poje
   • April 7, 2003

9. QDRO - participant quits - ex spouse still leave $ in plan?

   By KTB, July 5, 2011
   • 6 replies
   • 1.5k views
   • 
   • masteff
   • July 7, 2011

10. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • January 18, 2016

11. 401K termination upon bankruptcy - administrator fees

    By Guest motti, October 14, 2006
    • 6 replies
    • 2.7k views
    • 
    • RCK
    • October 17, 2006

12. ASG (not Control group) with partner plan and safe harbor plan

    By TPApril, October 24, 2017   

    • plan adoption
    • 6 replies
    • 1.1k views
    • 
    • TPApril
    • October 5, 2018

13. treatment of former employees

    By Guest Charlie Stevens, April 20, 1999
    • 6 replies
    • 2.6k views
    • 
    • david shipp
    • April 21, 1999

14. Safe Harbor Match for HCE's

    By Guest MrT, November 12, 2007
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • November 13, 2007

15. 401k spin-off

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

16. State Unemployment Inquiries

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

17. Terminated Plan Failed ADP/ACP Testing

    By dom123, March 27, 2023
    • 6 replies
    • 1.5k views
    • 
    • Nate S
    • March 28, 2023

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

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

19. Collective bargaining

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

20. IRS Audit - problem w/ Compensation Definition

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

21. Vesting Schedule Change

    By JKW, September 13, 2011
    • 6 replies
    • 2.4k views
    • 
    • JKW
    • October 4, 2011

22. 2 Owners, 3 Companies, 3 plans

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

23. exclusion from plan by citizenship

    By pmacduff, November 30, 2022
    • 6 replies
    • 1.2k views
    • 
    • Monica Barnard
    • February 25, 2025

24. Controlled groups and ADP/ACP testing methods

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

25. Roth

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

26. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 5.1k views
    • 
    • Bird
    • November 19, 2020

27. Casual Labor Employees

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

28. MP to SH 401 midyear

    By K-t-F, January 13, 2005
    • 6 replies
    • 1.5k views
    • 
    • Archimage
    • January 17, 2005

29. Employer Matching Contribution for 401K

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

30. Delinquent Safe Harbor/Top-Heavy Minimums

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

31. Waiting period for final distributions

    By Guest Luis G, April 21, 1999
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • April 28, 1999

32. Eligibility question with Rehire

    By Tom, August 24, 2023
    • 6 replies
    • 1k views
    • 
    • Tom
    • August 29, 2023

33. "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

34. The Fix for Missed Deferrals - Confirmation

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

35. USERRA - Company Contributions

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

36. 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

37. Compensation for Profit Share Allocation

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

38. Active Employees Not Contributing

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

39. eligibiltiy for rehire

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

40. er matching deposit deadline

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

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

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 30, 2003

42. Top Heavy Correction--Wrong Compensation Defn

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

43. Non Executed Plan Document

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

44. 401k plan with employer stock

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

45. Where do I find a ERISA attorney?

    By Guest dulan, August 21, 2007
    • 6 replies
    • 2.7k views
    • 
    • KJohnson
    • September 6, 2007

46. 402 (G) limit for 2007

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

47. 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
    • 1.8k views
    • 
    • ldr
    • October 31, 2018

48. Reporting of Management Fees on Form 5500

    By metsfan026, May 2, 2022
    • 6 replies
    • 2.9k views
    • 
    • Nate S
    • May 3, 2022

49. QNEC satisfying ADP Test - What about coverage?

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

50. Late 401(k) Contributions

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