401(k) Plans

19,320 topics in this forum

1. ADP Excess Contributions

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

2. controlled group testing

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

3. Simple IRA v/s Simple 401k

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

4. 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

5. Profile Prospectuses

   By Guest Kennedy, July 6, 2004
   • 13 replies
   • 2.1k views
   • 
   • rlb64
   • August 11, 2004

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

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

7. Change In Investment Options

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

8. Can a public school district maintain a 401(k) plan?

   By Guest, November 12, 2000
   • 1 reply
   • 2.1k views
   • 
   • IRC401
   • November 13, 2000

9. Missed Deferrals on Bonus Comp

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

10. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 15, 2016

11. UBTI - Paid by Earmarked Account?

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

12. Limiting EACAs to New Participants

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

13. mutual fund settlement checks

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

14. Calculating excise tax on late remittance of deferrals

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

15. plan amendment and vesting

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

16. Safe Harbor Matching Contributions

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

17. Self Directed Plan

    By Gary, September 12, 2008
    • 16 replies
    • 2.1k views
    • 
    • J Simmons
    • September 15, 2008

18. Elective Deferrals Before Adoption of 401(k)

    By Guest smckinlay, July 16, 2011
    • 7 replies
    • 2.1k views
    • 
    • rcline46
    • July 19, 2011

19. Catch-up contribution and 415 limit

    By Sully, August 1, 2003
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • August 4, 2003

20. Safe Harbor Plan

    By Jilliandiz, January 31, 2006
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 3, 2006

21. Software / Website for Control Group 401K Testing

    By Guest P1P, January 12, 2011
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 12, 2011

22. corrective amendment

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

23. Individualized 401(k) plans??? Help a.s.a.p

    By Guest STLGiant, June 19, 2002
    • 9 replies
    • 2.1k views
    • 
    • Alonzo
    • June 21, 2002

24. ER Forfeitures - ongoing balance

    By TPApril, October 2, 2017
    • 19 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • October 5, 2017

25. Overpayment of Safe Harbor Match

    By ERISA1, March 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 9, 2006

26. Correcting Form 945

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

27. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 13, 2014

28. Employee Contributions as QNEC's

    By Guest Liosis, June 9, 2012
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

29. Last Day Rule Question???

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

30. Defaulted Participant loan as prohibited transaction

    By Guest bwell, September 16, 2004
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • September 17, 2004

31. Recharacterized elective contributions and ACP Testing

    By buckaroo, May 2, 2017
    • 11 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 4, 2017

32. Does this plan have an impermissible hardship provision and if so, wha

    By John A, December 10, 1999
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • December 20, 1999

33. SE first half ... now incorporated... contribute $54K?

    By K-t-F, June 1, 2004
    • 14 replies
    • 2.1k views
    • 
    • Earl
    • June 4, 2004

34. Is a sign-on bonus plan compensation?

    By Guest youngt, April 6, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 6, 2000

35. In-Kind Distributions

    By Guest erisafried, March 2, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 3, 2003

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. Two Plans under same Employer

    By cpc0506, October 25, 2012
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • October 25, 2012

38. 6 month suspension of deferrals after hardship

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

39. MEPS/PEPS

    By austin3515, August 25, 2020
    • 21 replies
    • 2.1k views
    • 
    • austin3515
    • August 31, 2020

40. 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

41. Company takeover - Orphan 401k account: What are the employees options

    By Guest skbenlc, August 5, 1999
    • 1 reply
    • 2.1k views
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    • MoJo
    • August 5, 1999

42. Average Vesting Period for Small Businesses

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

43. Correcting an overpayment into 401K

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

44. Repeal of 457 offset

    By jlf, July 16, 2001
    • 9 replies
    • 2.1k views
    • 
    • davef
    • July 18, 2001

45. Negative Elections ~ specified amount automatically contributed!

    By Guest Philip Simpkins, August 7, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • April 4, 2003

46. Catch up example - please help me understand

    By Guest cease, February 20, 2004
    • 15 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 26, 2004

47. 402(g)Limits Small Distributions

    By Guest Frank Jackson, March 24, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 24, 2000

48. Semi-annual entry allows exclusion of 1 year employee?

    By Guest Commuter Rex, November 5, 2004
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • November 6, 2004

49. Partners in an LLP with 401K plan --- How do you split up their "deferrals" vs their "company match" ?

    By Guest rffahey, February 12, 2004
    • 1 reply
    • 2.1k views
    • 
    • E as in ERISA
    • February 12, 2004

50. w-2 box 13

    By ESOP Guy, January 24, 2012
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • January 25, 2012