401(k) Plans

19,320 topics in this forum

1. Owner of company wants to invest his plan assets in the company.

   By katieinny, June 2, 2005
   • 9 replies
   • 2.1k views
   • 
   • QDROphile
   • June 8, 2005

2. Uni-K to Corp 401(k) Plan

   By PMC, October 23, 2007
   • 8 replies
   • 2.1k views
   • 
   • austin3515
   • October 23, 2007

3. Short plan year vesting

   By pmacduff, January 24, 2013
   • 1 reply
   • 2.1k views
   • 
   • ETA Consulting LLC
   • January 24, 2013

4. 3% SHNEC

   By SMB, April 26, 2006
   • 2 replies
   • 2.1k views
   • 
   • Tom Poje
   • April 26, 2006

5. Employee Stock Purchase Plans (ESSP) and Family Medical Leave Act

   By Guest jennifer mitchell, August 22, 2000
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • August 22, 2000

6. Permissive Aggregation

   By KJohnson, July 3, 2007
   • 1 reply
   • 2.1k views
   • 
   • ak2ary
   • July 3, 2007

7. Catch-up

   By rlb64, May 24, 2005
   • 7 replies
   • 2.1k views
   • 
   • WDIK
   • May 25, 2005

8. Asset Sale

   By Chippy, September 25, 2019
   • 21 replies
   • 2.1k views
   • 
   • Chippy
   • September 30, 2019

9. 401k safe harbor

   By Gary, September 20, 2010
   • 9 replies
   • 2.1k views
   • 
   • K2retire
   • September 21, 2010

10. Contingent Benefit Rule and NQDC Plans

    By Guest mbw, May 28, 2008
    • 3 replies
    • 2.1k views
    • 
    • QDROphile
    • May 28, 2008

11. Compensation and Safe Harbor Match

    By Susan S., January 23, 2013
    • 4 replies
    • 2.1k views
    • 
    • Susan S.
    • January 24, 2013

12. Brain cramp - non statutory excluded class and ADP

    By mwyatt, June 16, 2004
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 17, 2004

13. Employer subsidy for stable value penalty

    By gc@chimentowebb.com, April 1, 2024
    • 11 replies
    • 2.1k views
    • 
    • Luke Bailey
    • April 10, 2024

14. Variable Annuity Inside a 401K Plan

    By Guest mwalsh17, December 14, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 16, 1999

15. Catch-up 60-63

    By Tom, January 9, 2025
    • 5 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • January 10, 2025

16. QACA Mid Year Change?

    By PMC, August 21, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • August 24, 2009

17. Adding a 401k (with safe harbor) mid year

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 14, 2016

18. Hardship withdrawal for a Trade School

    By Guest Steve Nolan, May 26, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 1999

19. Participant exceeding salary reduction limit stated in document

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

20. Former employee has significant loss after funds changed without notic

    By Guest KGibson, December 4, 2000
    • 8 replies
    • 2.1k views
    • 
    • Erik Read
    • December 14, 2000

21. Hardship - prevent foreclosure

    By austin3515, December 14, 2007
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2007

22. Employers fiduciary responsibility as Plan Administrator

    By Guest tmdolf, September 29, 1999
    • 4 replies
    • 2.1k views
    • 
    • Jon Chambers
    • October 7, 1999

23. Match contribution based on service

    By Santo Gold, April 12, 2018
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • April 16, 2018

24. Hardship for Student Loan

    By Guest mrskelly2u, August 16, 2001
    • 2 replies
    • 2.1k views
    • 
    • Jon Chambers
    • August 18, 2001

25. Pension Plan limits for 2008

    By Guest LSULLIVAN, October 5, 2007
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • October 5, 2007

26. Forfeiture Reallocation

    By bevfair, April 15, 2016
    • 4 replies
    • 2.1k views
    • 
    • buckaroo
    • April 18, 2016

27. Increasing eligibility requirements

    By Guest Marshall Franklin, May 7, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 7, 2001

28. Restructuring a 401(k) for coverage

    By MSN, July 30, 2009
    • 6 replies
    • 2.1k views
    • 
    • MSN
    • August 4, 2009

29. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 12, 2020

30. Defer from Maternity pay?

    By MSN, June 6, 2008
    • 4 replies
    • 2.1k views
    • 
    • Laura Harrington
    • June 9, 2008

31. QNECs and FICA

    By Guest 91smithie, October 2, 2001
    • 1 reply
    • 2.1k views
    • 
    • Alan Simpson
    • October 2, 2001

32. Mid Year Addition of Yr of Service for SH Match

    By kshawbenefits, July 17, 2018   

    • safe harbor
    • mid year amendment
    • 13 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 16, 2018

33. Tiered Match based on service?

    By TBob, December 29, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 30, 2006

34. Remove a participating employer

    By 401Kerfuffle, December 6, 2018
    • 2 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 7, 2018

35. Fees on 5500-SF Lines 10e and 8f - Shady business practice

    By justanotheradmin, September 19, 2022
    • 11 replies
    • 2.1k views
    • 
    • Nate S
    • September 22, 2022

36. How does an owner who gets no paycheck make a deferral

    By CharlesLeggette, December 13, 2017   

    • deferrals
    • 12 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 14, 2017

37. Mandatory Discontinuance of 401(k) Deferrals

    By Guest Ira Hayes, August 23, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 23, 2006

38. QACA changes

    By K2retire, January 24, 2011
    • 4 replies
    • 2.1k views
    • 
    • K2retire
    • January 29, 2011

39. Pending Divorce; Form Standing Order, No QDRO

    By ERISAlaw, March 24, 2020
    • 7 replies
    • 2.1k views
    • 
    • QDROphile
    • March 25, 2020

40. eligibility for PRN ("as needed") employee

    By M Norton, June 7, 2022   

    • eligibility as needed employee
    • 4 replies
    • 2.1k views
    • 
    • Mr Bagwell
    • June 7, 2022

41. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2.1k views
    • 
    • SMB
    • December 15, 2008

42. merger: transition rule

    By k man, February 14, 2005
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • February 15, 2005

43. solo 401(k)

    By Guest Pat Metallic, October 7, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 9, 2002

44. EFTPS and Plan Withholdings

    By Guest Dell, January 7, 2011
    • 3 replies
    • 2.1k views
    • 
    • Übernerd
    • February 24, 2011

45. Does an Employer pay an excise tax on de minimus excess contributions?

    By Guest Stone Cowboy, January 29, 2001
    • 1 reply
    • 2.1k views
    • 
    • RCK
    • January 29, 2001

46. Safe Harbor Nonelective in Integrated Plan

    By Guest JL, May 26, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 2000

47. ERISA Preemption

    By austin3515, September 29, 2014
    • 14 replies
    • 2.1k views
    • 
    • GMK
    • September 30, 2014

48. ERISA 3(21)(A)(ii) Fiduciary Participant Advice

    By Guest RJ20, March 10, 2011
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 10, 2011

49. QSLOBs

    By Dawn Hafner, December 10, 2001
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • June 11, 2020

50. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2.1k views
    • 
    • GMK
    • May 3, 2010