401(k) Plans

19,337 topics in this forum

1. Short year 401k Plan

   By DP, December 12, 2001
   • 5 replies
   • 3.6k views
   • 
   • Guest
   • April 9, 2002

2. Getting insurance out of a 401k

   By Guest KJSpaeth, January 16, 2003
   • 5 replies
   • 1.6k views
   • 
   • mbozek
   • January 17, 2003

3. Broker's Relationship

   By Guest MS TPA, March 14, 2011
   • 5 replies
   • 1.3k views
   • 
   • 12AX7
   • March 15, 2011

4. Safe Harbor Nonelective "maybe" - eliminate HC?

   By Belgarath, November 8, 2013
   • 5 replies
   • 1.3k views
   • 
   • austin3515
   • November 12, 2013

5. Loan Fees

   By Guest LBH, August 30, 1999
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • September 23, 1999

6. PEO Questions

   By Guest Lex, March 21, 2003
   • 5 replies
   • 2.2k views
   • 
   • alanm
   • March 27, 2003

7. pay period calculation of sh match

   By Guest lap716, April 24, 2009
   • 5 replies
   • 1.9k views
   • 
   • 12AX7
   • April 29, 2009

8. DOL Relents on De Facto DIA's in Brokerage Windows

   By austin3515, July 30, 2012
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • August 2, 2012

9. Annual Recordkeeping Fees

   By Nassau, April 3, 2013   

   • Splitting
   • Cost
   • 5 replies
   • 1.9k views
   • 
   • Peter Gulia
   • April 3, 2013

10. Hardship Distribution - post-secondary education

    By austin3515, July 21, 2014
    • 5 replies
    • 4.4k views
    • 
    • masteff
    • July 22, 2014

11. W-2 income from employer stock buy-back

    By AndrewZ, November 20, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 23, 2020

12. Tiered match based on compensation?

    By BG5150, June 30, 2021
    • 5 replies
    • 712 views
    • 
    • Patricia Neal Jensen
    • July 6, 2021

13. Each in Own Group - Integrated

    By austin3515, March 27, 2012
    • 5 replies
    • 1k views
    • 
    • austin3515
    • March 27, 2012

14. Waiving Eligibility Temporarily

    By BLM, May 4, 2016
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • May 4, 2016

15. SH Plan Termination

    By justatester, September 2, 2021
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • September 2, 2021

16. Do Roth 401(k) participants not get excused from before-death minimum distributions?

    By Peter Gulia, April 3, 2023
    • 5 replies
    • 726 views
    • 
    • Peter Gulia
    • April 4, 2023

17. No control group.. 415 limit

    By Basically, January 3, 2024
    • 5 replies
    • 571 views
    • 
    • Basically
    • January 4, 2024

18. Missed Auto-Enrollment Contributions

    By metsfan026, October 29, 2024
    • 5 replies
    • 816 views
    • 
    • Belgarath
    • October 29, 2024

19. Confused about coverage testing

    By Guest DIGMYDOG, August 27, 2003
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • August 28, 2003

20. Nondiscriminatory Amendment

    By John Feldt ERPA CPC QPA, April 17, 2006
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2006

21. Discrimination

    By Randy Watson, June 20, 2007
    • 5 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 20, 2007

22. Freezing a 401k Plan

    By pixmax, June 1, 2010
    • 5 replies
    • 11.3k views
    • 
    • Guest
    • June 1, 2010

23. Fund Mapping

    By Nassau, August 16, 2011
    • 5 replies
    • 6.8k views
    • 
    • K2retire
    • August 17, 2011

24. Two 1099 Rs for the same amount

    By dropframe, April 14, 2015   

    • 1099R 1099-R 1099 R
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • April 20, 2015

25. Client says 401(k) plan has to contain domestic partner benefit provis

    By Earl, July 15, 2000
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • July 18, 2000

26. Ineligible employee allowed to make deferrals

    By Guest jefe96, February 24, 2005
    • 5 replies
    • 1.8k views
    • 
    • Harwood
    • March 1, 2005

27. crystal safe harbor notice for Relius

    By Tom Poje, October 17, 2006
    • 5 replies
    • 1.9k views
    • 
    • Kimberly S
    • November 7, 2006

28. Safe Harbor 401k - a couple questions

    By Guest RS Vatalaro, May 6, 1999
    • 5 replies
    • 2.2k views
    • 
    • david shipp
    • May 11, 1999

29. Protected Benefits

    By Guest susan w, September 23, 1999
    • 5 replies
    • 6.9k views
    • 
    • LCARUSI
    • September 25, 1999

30. Insufficient Funds for Deferral Amount

    By Guest blackacre, June 26, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 26, 2003

31. Exclude catagories of NHCEs from Safe Harbor

    By Earl, June 20, 2008
    • 5 replies
    • 3.1k views
    • 
    • J Simmons
    • June 23, 2008

32. Controlled group testing - ADP

    By Guest Achilles, September 24, 2013
    • 5 replies
    • 5.8k views
    • 
    • 00hskrgrl
    • October 10, 2013

33. Don't know who beneficiaries are on my husband 401K

    By Detra, February 14, 2017   

    • 401k
    • 5 replies
    • 4.8k views
    • 
    • david rigby
    • February 14, 2017

34. HCE's

    By coleboy, February 25, 2019
    • 5 replies
    • 706 views
    • 
    • coleboy
    • February 26, 2019

35. Relius users - 410b Coverage is including Terminated Participants with <500 hours as eligible

    By Megandps, July 1, 2021
    • 5 replies
    • 871 views
    • 
    • BG5150
    • July 9, 2021

36. Top Heavy Minimum and New Comparability Calc

    By lisan1025, January 3, 2024
    • 5 replies
    • 812 views
    • 
    • BG5150
    • January 5, 2024

37. Is this a safe-harbor match plan?

    By SoCalActuary, November 1, 2005
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 1, 2005

38. Distributable Event

    By Guest Thornton, July 19, 2007
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • July 20, 2007

39. Completing Form 5330

    By PLAN MAN, December 19, 2007
    • 5 replies
    • 3.2k views
    • 
    • JanetM
    • January 3, 2008

40. arrgghhh. stupid ADP failure

    By Tom Poje, March 8, 2010
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • March 9, 2010

41. Primary Residence Loan

    By 30Rock, July 24, 2010
    • 5 replies
    • 7.1k views
    • 
    • masteff
    • July 26, 2010

42. coordination of SEP and 401k plan

    By Gary, June 1, 2011
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • June 1, 2011

43. Hardship to purchase primary residence

    By 52626, June 13, 2019
    • 5 replies
    • 1k views
    • 
    • Bri
    • June 14, 2019

44. Unbeknownst SEP-IRA by affiliated service group member

    By J Simmons, December 30, 2021
    • 5 replies
    • 3.2k views
    • 
    • shERPA
    • January 6, 2022

45. Partial Termination

    By Guest Kevin1, December 1, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2005

46. Safe Harbor 401k entry date requirements

    By Dazednconfused, November 9, 2009
    • 5 replies
    • 2.6k views
    • 
    • J Simmons
    • November 10, 2009

47. Discontinuance Charges deemed a contribution?

    By rblum50, January 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • KJohnson
    • January 11, 2012

48. Discrim testing Term <500 hours

    By Tom, October 29, 2024
    • 5 replies
    • 778 views
    • 
    • Connor
    • November 1, 2024

49. Hardships for terminated people

    By Brian Gallagher, January 23, 2004
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • January 24, 2004

50. Catch Up Contributions & Avg Benefit % Test

    By flosfur, December 24, 2008
    • 5 replies
    • 2.4k views
    • 
    • MWeddell
    • January 22, 2009