401(k) Plans

19,320 topics in this forum

1. Late deferral deposits and earnings calculation

   By Tom, September 19, 2024
   • 12 replies
   • 2.2k views
   • 
   • Peter Gulia
   • July 16, 2025

2. Rights to Plan documents

   By Gary, April 13, 2000
   • 13 replies
   • 2.2k views
   • 
   • AndyH
   • December 18, 2001

3. Deadline for distributing deferrals to correct 415 limit?

   By Richard Anderson, August 23, 2000
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • August 23, 2000

4. Collective bargaining

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

5. 401(k) and Keogh Plan

   By Guest mbg76, March 9, 2007
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • March 10, 2007

6. ADP correction under EPCRS - Controlled Group

   By Guest awojtaszek, May 10, 2007
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • May 15, 2007

7. Triple Stacked Match

   By cpc0506, November 12, 2015
   • 6 replies
   • 2.2k views
   • 
   • RatherBeGolfing
   • May 15, 2017

8. USA Today Article

   By Guest Fuzzy, December 5, 2002
   • 11 replies
   • 2.2k views
   • 
   • david rigby
   • December 11, 2002

9. Incorrect Profit Sharing Allocation

   By 52626, October 20, 2014
   • 4 replies
   • 2.2k views
   • 
   • ESOP Guy
   • October 20, 2014

10. Correction of Disqualifying Distribution

    By Scott, April 29, 1999
    • 7 replies
    • 2.2k views
    • 
    • M R Bernardin
    • May 10, 1999

11. Definition of Comp & match

    By ombskid, April 29, 2008
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • May 5, 2008

12. Company Stock Limits

    By Guest btooz, July 25, 2002
    • 8 replies
    • 2.2k views
    • 
    • RCK
    • July 31, 2002

13. Multiple Employer Plan

    By R. Butler, February 6, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • May 8, 2001

14. Question About Who Can Be A Trustee

    By Guest Grumpy456, March 23, 2009
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • March 26, 2009

15. Multiple 401(k)Employer Plan/Determination Letter

    By Guest Wineman, April 1, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • April 20, 1999

16. W-2 comp and k-1 comp

    By Lori H, April 1, 2010
    • 4 replies
    • 2.2k views
    • 
    • austin3515
    • April 5, 2010

17. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.2k views
    • 
    • Bird
    • May 17, 2019

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

    By stephen, October 15, 1998
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 1998

19. Would can I contact if I have problems with my employer about my 401k.

    By Guest rogie, March 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • LCARUSI
    • March 23, 1999

20. Form 5330

    By Guest mwest, July 17, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 20, 2001

21. compensation ratio test failure

    By Guest Moira, December 8, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • December 13, 2006

22. What is a KSOP?

    By Guest cody, July 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 3, 2004

23. Can you exclude a named individual from a qualified retirement plan?

    By Guest rlt4, August 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • MWeddell
    • August 24, 2009

24. basic safe harbor match

    By Lori H, February 19, 2010
    • 10 replies
    • 2.2k views
    • 
    • Lori H
    • March 4, 2010

25. Final 401(k) regs and termination of safe harbor plan

    By Lori Foresz, March 10, 2005
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 10, 2005

26. Terminated 401(k) Plan Record Retention

    By Guest staceycaylor, November 5, 2008
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 5, 2008

27. Match contribution with no definite formula

    By Guest At Peace, October 20, 2004
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • October 21, 2004

28. Can you restate a MPPP into a 401kPSP?

    By Guest Lisa Karlin, December 22, 2003
    • 9 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 31, 2003

29. Timing of 1099-Rs to Participants

    By Guest CMS, March 30, 1999
    • 5 replies
    • 2.2k views
    • 
    • MWeddell
    • March 31, 1999

30. Participant Investment Performance for Daily Valuation vs. Non-Daily V

    By Guest Knud Gotterup, November 23, 1998
    • 4 replies
    • 2.2k views
    • 
    • LCARUSI
    • November 25, 1998

31. QJSA Spousal Consent in DC Plans

    By ERISAAPPLE, February 15, 2018   

    • spousal consent
    • 2012-3
    • (and 1 more)

      Tagged with:

      • spousal consent
      • 2012-3
      • qjsa
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • February 19, 2018

32. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE, May 4, 2012
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • May 9, 2012

33. Fun and Games with the DOL (late payment of deferrals)

    By Guest erisafried, October 22, 2004
    • 5 replies
    • 2.2k views
    • 
    • Bantais
    • November 3, 2025

34. Failure of employer to withhold

    By Guest BillClinton, November 22, 2002
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • November 25, 2002

35. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • January 22, 2002

36. Minimum deferral to receive match.

    By Guest Thornton, September 5, 2013
    • 5 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 9, 2013

37. Foreign 401(k) Participants

    By Guest CHRISTA, May 22, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 2001

38. What is the time limit for 401k distributions?

    By Guest MaggieRose, October 3, 1999
    • 1 reply
    • 2.2k views
    • 
    • Ervin Barham
    • October 4, 1999

39. Forfeitures To Offset Safe Harbor

    By austin3515, September 2, 2015
    • 24 replies
    • 2.2k views
    • 
    • BG5150
    • September 14, 2015

40. Hardship Withdrawals

    By Guest cynthiar, May 12, 2004
    • 11 replies
    • 2.2k views
    • 
    • TBob
    • May 14, 2004

41. Excludable for coverage

    By austin3515, December 17, 2005
    • 11 replies
    • 2.2k views
    • 
    • Kevin C
    • January 6, 2006

42. HCE calculation following a merger

    By Guest Hadden2001, December 6, 2001
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 7, 2001

43. Discriminating against HCE's

    By Guest yvonne001, November 5, 2002
    • 6 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • November 6, 2002

44. Mid year SH amendment changing from plan year to per payroll

    By Belgarath, June 23, 2020
    • 7 replies
    • 2.2k views
    • 
    • Belgarath
    • June 25, 2020

45. Help with 401K annuity roll-over

    By Guest heike, January 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 19, 2006

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

    By Guest m3Rheino, October 27, 2005
    • 3 replies
    • 2.2k views
    • 
    • JDuns
    • October 28, 2005

47. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
    • 0 replies
    • 2.2k views
    • 
    • Floridaattorney
    • December 23, 2013

48. Employer leaves affiliated service group; Distribution Restrictions?

    By JesseQG, August 23, 2017
    • 4 replies
    • 2.2k views
    • 
    • Luke Bailey
    • August 25, 2017

49. Safe harbors & eligibility requirements

    By Guest Beth N, July 29, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • August 16, 1999

50. Catch-up reclassification

    By MoShawn, January 17, 2008
    • 3 replies
    • 2.2k views
    • 
    • buckaroo
    • January 23, 2008