401(k) Plans

19,275 topics in this forum

1. 2001 401(k) contribution limit

   By Guest colleenm, March 21, 2001
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • March 21, 2001

2. Rev. Rul. 2004-13

   By Guest Giovanni, February 4, 2004
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • February 10, 2004

3. ADP Excess Contributions

   By Guest benefitsanalyst, July 19, 2002
   • 4 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • July 22, 2002

4. Ineligible Deferrals/Compensation

   By Guest Retirement 91, July 1, 2010
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • July 6, 2010

5. Hardship & Loan

   By Guest yvonne001, November 21, 2002
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • November 26, 2002

6. Plan has prior year testing, but testing done on current year information.

   By Guest phyphy, April 12, 2004
   • 10 replies
   • 2.1k views
   • 
   • Guest
   • March 8, 2005

7. Permanency issue

   By R. Butler, September 3, 2014
   • 3 replies
   • 2.1k views
   • 
   • Peter Gulia
   • September 3, 2014

8. Negative election of direct rollover

   By Guest allisonperry, February 3, 2006
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • February 10, 2006

9. "independent contractor"

   By doombuggy, October 5, 2005
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • October 5, 2005

10. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 7, 2011

11. Bonus pay period start and end vs check date

    By dragondon, August 22, 2023
    • 4 replies
    • 2.1k views
    • 
    • Josette
    • August 24, 2023

12. mutual fund settlement checks

    By pmacduff, July 11, 2011
    • 3 replies
    • 2.1k views
    • 
    • masteff
    • July 12, 2011

13. Simple IRA v/s Simple 401k

    By Guest scarletrose, October 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Bill Presson
    • October 20, 2006

14. Failure to make employer contribution deposit

    By Guest 401kadmin, February 5, 2008
    • 3 replies
    • 2.1k views
    • 
    • Kimberly S
    • February 5, 2008

15. Changing EIN Number

    By Stash026, October 1, 2018
    • 8 replies
    • 2.1k views
    • 
    • jpod
    • October 2, 2018

16. How to handle 401K contributions on a paycheck.

    By Guest m3Rheino, October 27, 2005
    • 3 replies
    • 2.1k views
    • 
    • JDuns
    • October 28, 2005

17. What software used for 401(k) plans? Satisfied?

    By Guest marciab, April 22, 2004
    • 6 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • May 13, 2004

18. ERISA, IRS and DOL Regulations?

    By Jilliandiz, September 23, 2005
    • 4 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 26, 2005

19. Equipment Lease

    By Guest Sayles, January 19, 2010
    • 15 replies
    • 2.1k views
    • 
    • austin3515
    • January 20, 2010

20. Payroll overpayment

    By reader, March 24, 2021
    • 9 replies
    • 2.1k views
    • 
    • Bri
    • March 29, 2021

21. Training Program for people new to 401(k)/Defined Contribution

    By stephen, October 15, 1998
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • October 23, 1998

22. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 14, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 14, 2001

23. 401(a)(4) Rate Group Testing

    By Guest elang, February 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 17, 2010

24. Safe Harbor Matching Contributions

    By Guest sammy, September 27, 2001
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 27, 2001

25. Employer leaves affiliated service group; Distribution Restrictions?

    By JesseQG, August 23, 2017
    • 4 replies
    • 2.1k views
    • 
    • Luke Bailey
    • August 25, 2017

26. Foreign 401(k) Participants

    By Guest CHRISTA, May 22, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 24, 2001

27. ERISA plans buying bonds

    By fidu, August 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • fidu
    • August 8, 2002

28. UBTI - Paid by Earmarked Account?

    By Guest notapensiongeek, June 15, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 2006

29. Limiting EACAs to New Participants

    By dcoderre, January 24, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2008

30. plan amendment and vesting

    By PensionNewbee, August 13, 2003
    • 7 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

31. Vesting Discrimination Requirements

    By Guest Wobble14, November 9, 2005
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • November 10, 2005

32. termination and rehire

    By Guest koolkidd, August 15, 2003
    • 8 replies
    • 2.1k views
    • 
    • ccassetty
    • August 15, 2003

33. controlled group testing

    By K2retire, January 8, 2013
    • 4 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 9, 2013

34. Safe Harbor 401k Plans - Proposed Regs for Safe Harbor Match eligibility

    By Guest Ducks, September 16, 2004
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • September 17, 2004

35. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr, June 22, 2021
    • 22 replies
    • 2.1k views
    • 
    • Dave Baker
    • June 24, 2021

36. When is 10% penalty waived on hardship distributions?

    By Guest irenes, September 5, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • September 7, 2000

37. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE, May 4, 2012
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 9, 2012

38. Correcting Form 945

    By Guest bmurphy, January 24, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 5, 2003

39. Calculating excise tax on late remittance of deferrals

    By Sully, November 20, 2002
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • November 21, 2002

40. Multiple Matching Formulas

    By LANDO, January 20, 2015   

    • 401K
    • Match
    • 1 reply
    • 2.1k views
    • 
    • Lou S.
    • January 20, 2015

41. Anyone have experience w/ late deferrals for HCE only?

    By jkharvey, May 18, 2005
    • 8 replies
    • 2.1k views
    • 
    • actuarysmith
    • May 19, 2005

42. Employment contract vs Discretionary

    By Guest EllenD, March 22, 2007
    • 9 replies
    • 2.1k views
    • 
    • JanetM
    • March 22, 2007

43. corrective amendment

    By Gary, April 26, 2012
    • 4 replies
    • 2.1k views
    • 
    • chc93
    • April 27, 2012

44. Last Day Rule Question???

    By Guest KD40, September 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

45. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.1k views
    • 
    • austin3515
    • January 18, 2016

46. 6 month suspension of deferrals after hardship

    By khn, April 23, 2014
    • 2 replies
    • 2.1k views
    • 
    • My 2 cents
    • April 23, 2014

47. Average Vesting Period for Small Businesses

    By Guest Mae Behm, February 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 23, 2001

48. Missed Deferrals on Bonus Comp

    By 12AX7, May 23, 2012
    • 5 replies
    • 2.1k views
    • 
    • 12AX7
    • May 24, 2012

49. Correcting an overpayment into 401K

    By Guest starrynight8, April 15, 2009
    • 1 reply
    • 2.1k views
    • 
    • Jim Chad
    • April 15, 2009

50. ADP Failure in Making Timely Corrective Distributions

    By Mr Bagwell, July 10, 2017   

    • adp failure
    • distributions
    • 9 replies
    • 2.1k views
    • 
    • Mr Bagwell
    • September 7, 2017