401(k) Plans

19,320 topics in this forum

1. Forfeitures of terminated plan.

   By Guest HD, January 28, 2000
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • January 29, 2000

2. IRS Clarifies IRS Notice 2007-7

   By jevd, February 13, 2007
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • February 14, 2007

3. IRS Notice 98-1 and 3% NHCE Percentage for PY

   By Guest Edward McElroy, November 9, 1998
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • November 13, 1998

4. SH Match - Calling Tom Poje

   By Blinky the 3-eyed Fish, February 27, 2008
   • 7 replies
   • 2.1k views
   • 
   • austin3515
   • March 9, 2008

5. QNEC Contribution and Allocation

   By buckaroo, September 29, 2005
   • 0 replies
   • 2.1k views
   • 
   • buckaroo
   • September 29, 2005

6. Foreign stocks in 401(k)

   By Guest helpmewithtaxes, April 10, 2006
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 11, 2006

7. 401 k on layoff

   By Guest cris, October 28, 2001
   • 6 replies
   • 2.1k views
   • 
   • david rigby
   • October 29, 2001

8. K-1 Earned Income

   By Catch22PGM, May 7, 2025
   • 3 replies
   • 2.1k views
   • 
   • fmsinc
   • May 7, 2025

9. 401k plan with employer stock

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

10. 401(k) average matching contributions from technology companies

    By Guest Mike Lanio, April 24, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 1, 2001

11. Eligibility - previous employer

    By Guest JPIngold, December 31, 2010
    • 10 replies
    • 2.1k views
    • 
    • My 2 cents
    • January 3, 2011

12. Safe Harbor 401(k) established, but employees not allowed to elect to

    By Guest Carolyn Barnard, November 12, 2002
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • November 13, 2002

13. PPA Amendments

    By ERISA-Bubs, November 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • November 15, 2011

14. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin, September 8, 2025
    • 4 replies
    • 2.1k views
    • 
    • FishOn
    • September 9, 2025

15. Where are the COLAs??

    By austin3515, October 31, 2018
    • 18 replies
    • 2.1k views
    • 
    • Karoline Curran
    • November 2, 2018

16. Fraudulent Use of Social Security Number

    By Below Ground, November 3, 2006
    • 4 replies
    • 2.1k views
    • 
    • Below Ground
    • November 3, 2006

17. Acceptance of Electronic Beneficiary Designation Forms

    By Guest TroyRiley, June 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2004

18. PPA Statements

    By MR, February 10, 2007
    • 2 replies
    • 2.1k views
    • 
    • Peanut Butter Man
    • February 11, 2007

19. Control Group Relationship? Family Aggragation?

    By Guest ButchElfers, May 23, 2006
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 2006

20. Supplemental Employer Profit-Sharing Contribution for Employees Having

    By Guest Cal, November 8, 2000
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • November 9, 2000

21. 401k Plan - must a QDRO be prepared

    By DDB BN, July 18, 2025
    • 14 replies
    • 2.1k views
    • 
    • QDROphile
    • July 24, 2025

22. Short Plan Year

    By Guest Rosemary Raymer, July 11, 2006
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • July 11, 2006

23. IRS Approves Automatic Enrollments

    By Jilliandiz, May 26, 2004
    • 13 replies
    • 2.1k views
    • 
    • oriecat
    • May 28, 2004

24. "amount involved" and 401(k) late contributions

    By Guest tonjer, June 24, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2002

25. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 8, 2008

26. Hardship withdrawal for Bankruptcy

    By gooseblitz, June 17, 2024
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • June 17, 2024

27. Adequate Fiduciary Liability Insurance?

    By khn, April 9, 2014
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • April 11, 2014

28. Safe Harbor amend to exclude HCE

    By Guest Peggy806, January 7, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • January 8, 2009

29. 404(c) AND STABLE VALUE FUNDS

    By Guest penfirn, February 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • February 19, 1999

30. Added a Roth and forgot to tell anyone

    By Guest erisamelissa, August 14, 2007
    • 9 replies
    • 2.1k views
    • 
    • jpod
    • August 16, 2007

31. Transition Period for Acquisition

    By Gilmore, August 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Gilmore
    • August 11, 2004

32. Safe Harbor and Profit Sharing - Testing

    By SMB_VT, November 10, 2024
    • 5 replies
    • 2.1k views
    • 
    • justanotheradmin
    • November 12, 2024

33. PPA - change in PT rules

    By JanetM, November 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • May 14, 2008

34. Should a sponsor obtain a board resolution for its profit sharing contribution?

    By austin3515, September 25, 2003
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • September 25, 2003

35. Top Heavy Contributions

    By MBCarey, July 8, 2003
    • 7 replies
    • 2.1k views
    • 
    • R. Butler
    • July 9, 2003

36. Union employees in a 401(k) plan that excludes collectively bargained employees!

    By Guest CRA, December 5, 2003
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 5, 2003

37. Definition of Comp - Overtime and Tips Deduction

    By austin3515, August 24, 2025
    • 12 replies
    • 2.1k views
    • 
    • G8Rs
    • August 26, 2025

38. DOL VFCP Marketing Letter

    By austin3515, January 25, 2023
    • 14 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • August 2, 2023

39. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun, March 10, 2021
    • 4 replies
    • 2.1k views
    • 
    • BG5150
    • March 10, 2021

40. Employer Securities & Participating Employer

    By L. S., December 14, 2022   

    • 401(k)
    • employer securities
    • (and 1 more)

      Tagged with:

      • 401(k)
      • employer securities
      • controlled group
    • 3 replies
    • 2.1k views
    • 
    • L. S.
    • December 19, 2022

41. Gateway and 401(a)(4) in a Control Group situation

    By Alex Daisy, March 12, 2015
    • 6 replies
    • 2.1k views
    • 
    • K2retire
    • March 13, 2015

42. final 401(k) regs -- plan doc

    By Guest britneyspears, June 16, 2005
    • 8 replies
    • 2.1k views
    • 
    • sloble@crowleyfleck.com
    • October 3, 2005

43. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 5, 2019

44. Distribution paperwork for an Estate

    By austin3515, June 9, 2017
    • 14 replies
    • 2.1k views
    • 
    • D Lewis
    • June 13, 2017

45. Cut Back?

    By austin3515, March 2, 2011
    • 4 replies
    • 2.1k views
    • 
    • 12AX7
    • March 3, 2011

46. Self Employed (SEI) - Timing of election to defer?

    By jgb44, September 12, 2013
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • September 13, 2013

47. Is a 990-T needed?

    By goldtpa, June 23, 2004
    • 6 replies
    • 2.1k views
    • 
    • Earl
    • June 25, 2004

48. HCE Determination

    By davef, March 16, 1999
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 29, 1999

49. Looking for 401(k) stats -- avg. account balance, avg. deferral rate, avg. deferral contributions, avg. participation

    By Guest jhilliard, December 11, 2003
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • December 11, 2003

50. Client doesn't want to make contribution to profit sharing plan.

    By Guest Jae, September 7, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 7, 2000