401(k) Plans

19,320 topics in this forum

1. 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

2. 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

3. Valid signature & elections on second distribution

   By Guest Phil L, November 7, 2000
   • 3 replies
   • 2.1k views
   • 
   • KJohnson
   • November 7, 2000

4. 401(a)(17) - Application to Salary Reductions

   By Guest bjg, January 6, 1999
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • January 8, 1999

5. Definition of Alternate Payee

   By Guest Thornton, August 30, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • August 30, 2002

6. QSLOB

   By Randy Watson, October 18, 2007
   • 1 reply
   • 2.1k views
   • 
   • JanetM
   • October 18, 2007

7. Foreign rollover to US Plan

   By Guest Frank Jackson, October 4, 1999
   • 1 reply
   • 2.1k views
   • 
   • david rigby
   • October 4, 1999

8. 401k Communication

   By Guest jfgc, February 3, 2000
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • February 5, 2000

9. Net Unrealized Appreciation in a NON LUMPSUM distribution

   By Guest jrseattle, January 16, 1999
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • January 19, 1999

10. forfeiture used for offset vs. reallocation

    By Guest ghal, June 1, 2012
    • 7 replies
    • 2.1k views
    • 
    • movedon
    • June 4, 2012

11. Hardship withdrawal

    By simba, May 16, 2016   

    • 401k hardship
    • 7 replies
    • 2.1k views
    • 
    • simba
    • May 17, 2016

12. 401(k) deferrals in top heavy plan make contributions exceed 415 for g

    By Guest MEGary, August 19, 2002
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • August 22, 2002

13. ADP testing compensation and controlled groups

    By Guest lforesz, January 28, 2002
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • January 29, 2002

14. Revocation of Safe Harbor Match Contribution

    By Guest ELS, December 12, 2001
    • 1 reply
    • 2.1k views
    • 
    • R. Butler
    • December 12, 2001

15. Reason For Hardship Withdrawal

    By Guest ROB VIDOVICH, August 12, 2003
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • August 14, 2003

16. Mid-Year EACA

    By DTH, October 21, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 21, 2008

17. Distribution of Employer Securities

    By bdeancpa, January 30, 2002
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • January 30, 2002

18. Roth 401(k) effective date

    By Belgarath, December 15, 2005
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • December 15, 2005

19. Match contribution as a mistake of fact

    By Jean, February 24, 1999
    • 2 replies
    • 2.1k views
    • 
    • Jean
    • March 1, 1999

20. Are "safe-harbor 401(k) plans" really 100% vested

    By Moe Howard, June 17, 2003
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2003

21. EGTRRA Section 416(g)(h) on "top-heavy" safe harbor plans

    By Guest Lawrence_Groves, June 21, 2004
    • 9 replies
    • 2.1k views
    • 
    • KJohnson
    • June 22, 2004

22. Control Group - Separate plan, separate PS

    By Mr Bagwell, May 15, 2017   

    • control group testing
    • profit sharing
    • (and 1 more)

      Tagged with:

      • control group testing
      • profit sharing
      • 410b
    • 11 replies
    • 2.1k views
    • 
    • austin3515
    • June 2, 2017

23. 401(k) Suspension of Employer Match Notice for Non-Safe Harbor Plan

    By Guest Employee Benefits Gardener, March 25, 2009
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • March 26, 2009

24. Late Deposits: Terminate Client?

    By Guest padmin, March 15, 2005
    • 12 replies
    • 2.1k views
    • 
    • E as in ERISA
    • March 16, 2005

25. Trust EIN... yes or no

    By K-t-F, December 30, 2003
    • 3 replies
    • 2.1k views
    • 
    • pmacduff
    • December 30, 2003

26. More K-1 LLC questions

    By Guest Born2Run, July 28, 2009
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

27. Failing 414(s) in SH Plan

    By BG5150, May 12, 2016
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 13, 2016

28. control group and distribution events

    By Guest insurancelaw, November 16, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2006

29. safe harbor match accrual options

    By Earl, July 8, 2004
    • 2 replies
    • 2.1k views
    • 
    • Earl
    • July 9, 2004

30. affiliated service group - esop and non-esop

    By Guest mk2308, August 25, 2004
    • 2 replies
    • 2.1k views
    • 
    • BeckyMiller
    • September 9, 2004

31. Changing Eligibility Requirements

    By FishOn, April 26, 2024
    • 3 replies
    • 2.1k views
    • 
    • CuseFan
    • April 26, 2024

32. Eligibility Question

    By Guest Spock, July 21, 2009
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • July 21, 2009

33. Forfeitures used to reduce employer contribution.

    By Guest Giovanni, March 30, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2001

34. "Carve-out" of NCHE in ADP test

    By BG5150, February 24, 2017
    • 2 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 24, 2017

35. Passive Enrollment

    By Guest smc, June 21, 2001
    • 2 replies
    • 2.1k views
    • 
    • IRC401
    • June 23, 2001

36. Prohibited Transaction

    By Guest LTurner, August 25, 2003
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 2003

37. May an in service distribution from a safe harbor 401(k) include safe harbor contributions?

    By mariemonroe, April 6, 2005
    • 3 replies
    • 2.1k views
    • 
    • Alf
    • April 6, 2005

38. 401(k) one-time withdrawl

    By Guest mngreenfield, August 14, 2002
    • 14 replies
    • 2.1k views
    • 
    • joel
    • August 18, 2002

39. Termination of Employment - Time period to repay loan

    By Guest SWH, March 19, 2008
    • 3 replies
    • 2.1k views
    • 
    • QDROphile
    • March 20, 2008

40. Employer contribution by salary reduction

    By spiritrider, October 9, 2019
    • 7 replies
    • 2.1k views
    • 
    • Bill Presson
    • October 10, 2019

41. Form 5500 for 2000

    By Brenda Wren, January 21, 2000
    • 8 replies
    • 2.1k views
    • 
    • imchipbrown
    • February 8, 2000

42. One employee who is Key Employee

    By Guest hpaine, October 21, 2003
    • 15 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 23, 2003

43. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 27, 2019

44. REDUCING DEFERRAL PERCENTAGE TO PASS ADP

    By Tom Poje, November 2, 1998
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 11, 1998

45. Safe Harbor Nonelective in Integrated Plan

    By Guest djsimonetti, January 25, 2000
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • January 25, 2000

46. Participant in savings plan asks for prospectus of the plan but is den

    By Guest WildWest1, November 6, 1999
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • November 15, 1999

47. Distribution at Termination?

    By Guest M.A., July 10, 2006
    • 5 replies
    • 2.1k views
    • 
    • Nate X
    • July 11, 2006

48. Massachusetts (!) thinking of regulating employer stock in 401(k) plan

    By Dave Baker, December 5, 2001
    • 6 replies
    • 2.1k views
    • 
    • Steve72
    • December 6, 2001

49. Simple 401K rollover to 401k

    By Guest cbcadmin, January 17, 2002
    • 5 replies
    • 2.1k views
    • 
    • MJ Hartman
    • January 21, 2002

50. Merger Effective 1/1/2010

    By austin3515, December 15, 2010
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • December 17, 2010