401(k) Plans

19,275 topics in this forum

1. Automatic Enrollment/Negative Election

   By Guest Robin.Wolf, September 15, 2005
   • 6 replies
   • 1.9k views
   • 
   • RCK
   • September 20, 2005

2. In-Service to Offset Loan

   By austin3515, March 12, 2011
   • 6 replies
   • 2.1k views
   • 
   • 12AX7
   • March 14, 2011

3. Loan Question

   By Deaconmomma, January 19, 2016
   • 6 replies
   • 1.5k views
   • 
   • BG5150
   • January 20, 2016

4. Open Enrollment / Special Enrollment

   By BLM, April 29, 2016
   • 6 replies
   • 3.8k views
   • 
   • GMK
   • April 29, 2016

5. Allocation between Roth and non-Roth amounts when participant receives partial distribution from plan

   By Luke Bailey, April 4, 2018   

   • roth
   • 401(k)
   • (and 2 more)

     Tagged with:

     • roth
     • 401(k)
     • non-roth
     • distribution
   • 6 replies
   • 2k views
   • 
   • ETA Consulting LLC
   • April 5, 2018

6. Do you do SSA's?

   By MR, October 11, 2000
   • 6 replies
   • 1.9k views
   • 
   • R. Butler
   • October 12, 2000

7. Can anyone help with proposed SPD language? - re: automatic 401(k) enrollment

   By ERISAatty, October 15, 2004
   • 6 replies
   • 1.8k views
   • 
   • g8r
   • October 16, 2004

8. Employee wants to terminate service to avoid loan repayment

   By katie58, October 15, 2011
   • 6 replies
   • 1.6k views
   • 
   • katie58
   • October 18, 2011

9. Can we have regular SH match with auto-enrollment

   By BG5150, February 10, 2017
   • 6 replies
   • 1.4k views
   • 
   • WCC
   • February 10, 2017

10. DOL Calculator w/o VFCP Filing

    By austin3515, June 19, 2006
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • June 28, 2006

11. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.5k views
    • 
    • justanotheradmin
    • April 10, 2019

12. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • June 22, 2023

13. How do you calculate deduction limits for a 401(k) and an ESOP?

    By Guest lawdawg, January 26, 2001
    • 6 replies
    • 2k views
    • 
    • stephen
    • January 30, 2001

14. 945's & 1096's

    By austin3515, May 4, 2005
    • 6 replies
    • 2k views
    • 
    • austin3515
    • May 4, 2005

15. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.7k views
    • 
    • jlea
    • March 31, 2009

16. What to pro-ate for short plan year?

    By BG5150, February 4, 2010
    • 6 replies
    • 4.6k views
    • 
    • BG5150
    • July 13, 2011

17. Loan Repayment Beyond 5 Year after Deemed Distribution

    By ERISA11, October 25, 2017   

    • loan default
    • deemed distribution
    • (and 2 more)

      Tagged with:

      • loan default
      • deemed distribution
      • maximum repayment period
      • repayment
    • 6 replies
    • 2.6k views
    • 
    • chc93
    • October 26, 2017

18. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

19. 401(k) Employee Interest Survey

    By ljr, July 21, 2004
    • 6 replies
    • 4k views
    • 
    • ljr
    • July 27, 2004

20. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

21. Guaranteed Payments to Partners in an LLC

    By Guest DCquestioner, February 13, 2009
    • 6 replies
    • 9.2k views
    • 
    • BeckyMiller
    • February 25, 2009

22. Possible Automatic Extension for 5500's?

    By austin3515, July 22, 2010
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • July 26, 2010

23. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 3.7k views
    • 
    • MoShawn
    • January 11, 2013

24. Late Top Heavy Minimum Contributions

    By jpokusa, May 23, 2018   

    • top heavy
    • minimum contributions
    • (and 2 more)

      Tagged with:

      • top heavy
      • minimum contributions
      • late contributions
      • excise taxes
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 24, 2018

25. Summary Annual Report Model Notice Updates

    By 5500sorBust, June 11, 2019
    • 6 replies
    • 3.3k views
    • 
    • Kristina
    • June 13, 2019

26. PS Sharing vs CODA

    By justatester, September 26, 2022
    • 6 replies
    • 686 views
    • 
    • justatester
    • September 30, 2022

27. Schedule C to LLC - SEP *AND* Solo(k)?

    By Leopurrd, August 19, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2005

28. Top-Heavy Minimum

    By Debbie Rath, September 11, 2018
    • 6 replies
    • 1.4k views
    • 
    • 401_noob
    • September 12, 2018

29. Controlled Group Testing

    By Guest Phineas, July 22, 2010
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 18, 2010

30. IRS Penalty Notice CP-283 and Approved Extension

    By steverenner, September 24, 2013
    • 6 replies
    • 4.5k views
    • 
    • Tom Poje
    • September 25, 2013

31. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2k views
    • 
    • GMK
    • May 3, 2010

32. 401(k) rollover

    By Benefits to all, December 6, 2012
    • 6 replies
    • 1.1k views
    • 
    • Benefits to all
    • December 6, 2012

33. Amending the definition of Comp for current Plan Year

    By Benefits Vet, July 28, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 30, 2020

34. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard, August 10, 2000
    • 6 replies
    • 2.7k views
    • 
    • KIP KRAUS
    • August 11, 2000

35. Notice to Interested Parties

    By Guest JWB19, January 11, 2010
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2010

36. Beneficiary of account is an old boyfriend - Can family change after death?

    By 401king, June 21, 2013
    • 6 replies
    • 1.7k views
    • 
    • ForksnKnives
    • June 27, 2013

37. Sec 4979 excise tax

    By Guest jim williams, March 20, 2003
    • 6 replies
    • 3.3k views
    • 
    • Mike Preston
    • March 20, 2003

38. Spousal Consent w/Distributions

    By Guest TLCPension, June 25, 2003
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • June 27, 2003

39. Collective bargaining agreement (CBA) formula and pre-approved plan document

    By 30Rock, April 23, 2024
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 23, 2024

40. Irrevocably Elect Not to Participate in the Plan

    By Madison71, April 1, 2010
    • 6 replies
    • 3.9k views
    • 
    • Tom Poje
    • April 5, 2010

41. Matching Contribution Inequity - Change to straight match not defined as a % of salary?

    By MD-Benefits Guy, December 6, 2012
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 7, 2012

42. Successor Plan & adoption vs effective date

    By TPApril, January 31, 2023
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • July 7

43. Plan Amendments

    By Guest cbuxton, January 22, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2002

44. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson, September 3, 2002
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • September 3, 2002

45. Help Search

    By kocak, April 29, 2003
    • 6 replies
    • 1.4k views
    • 
    • kocak
    • April 30, 2003

46. Attributable match question...

    By jaemmons, February 23, 2005
    • 6 replies
    • 3.8k views
    • 
    • Bird
    • February 24, 2005

47. Can employer be generous in a safe harbor plan

    By Guest lhinson, November 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • November 5, 2005

48. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 2.8k views
    • 
    • fiona1
    • March 1, 2007

49. Timing of Deferral on K-1 income

    By Guest Amborg2, December 15, 2010
    • 6 replies
    • 12.4k views
    • 
    • jpod
    • December 16, 2010

50. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 14, 2017