401(k) Plans

19,321 topics in this forum

1. Deminimus for RMD's ?

   By Jim Chad, October 2, 2012
   • 5 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • October 2, 2012

2. Safe Harbor Nonelective with exclusions

   By AKPension, March 15, 2017
   • 5 replies
   • 507 views
   • 
   • ETA Consulting LLC
   • March 15, 2017

3. Final 5500 for terminated large plan

   By Pammie57, April 5, 2022
   • 5 replies
   • 886 views
   • 
   • CuseFan
   • April 6, 2022

4. Notice to Participants about Roth Catch-up in 2024

   By austin3515, August 2, 2023
   • 5 replies
   • 632 views
   • 
   • RatherBeGolfing
   • August 3, 2023

5. Form 5500ez - dividend posted after assets rolled over

   By Hope123, July 31, 2024
   • 5 replies
   • 764 views
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   • Hope123
   • July 31, 2024

6. If a safe habor plan (match method) offers catch-up contributions is i

   By Guest PJW, December 4, 2001
   • 5 replies
   • 2k views
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   • Guest
   • December 4, 2001

7. PS 58 Cost and inservice distributions

   By Jester, February 2, 2022
   • 5 replies
   • 1.7k views
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   • Liz Hallam
   • February 4, 2022

8. New Safe Harbor Rule

   By Alan Simpson, October 13, 1998
   • 5 replies
   • 1.7k views
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   • Guest
   • August 5, 1999

9. Involuntary Cash Outs-Document and practical considerations

   By Guest spanarkle, January 6, 2005
   • 5 replies
   • 2.1k views
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   • MWeddell
   • January 7, 2005

10. Reimbursement of Mutual Fund "Exit Fees": Plan Contribution?

    By Guest Tudor Fever, July 12, 2006
    • 5 replies
    • 1.8k views
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    • jpod
    • July 12, 2006

11. 401(k) or Money Purchase

    By Guest GMP, February 2, 2012
    • 5 replies
    • 1k views
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    • masteff
    • February 3, 2012

12. 401k - 3% Safe Harbor Contribution made by employer but he made me pay him back

    By Guest tiredbutnotretired, September 9, 2013
    • 5 replies
    • 1.7k views
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    • ETA Consulting LLC
    • September 9, 2013

13. Investments with a minimum networth

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • December 11, 2013

14. Participant or not

    By msmith, January 5, 2023
    • 5 replies
    • 598 views
    • 
    • Lou S.
    • January 9, 2023

15. Minimum Required Distribution (beneficiary)

    By Guest sritts, April 2, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 2002

16. New "Flexible Benefits Plan"

    By Guest Billy D., August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 1, 2002

17. Super Top Heavy

    By austin3515, December 18, 2002
    • 5 replies
    • 3.8k views
    • 
    • austin3515
    • December 18, 2002

18. Tax Savings Calculator

    By Guest MikeD, October 3, 2006
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 5, 2006

19. Timing of Safe-Harbor Notice for amended plan

    By Guest PCS Inc, August 8, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 9, 2007

20. amend a safe harbor match

    By Santo Gold, August 22, 2012
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • August 23, 2012

21. Deferral elections not applied to bonuses

    By AlbanyConsultant, January 24, 2018
    • 5 replies
    • 7.5k views
    • 
    • Madison71
    • January 25, 2018

22. PSP/Universal individual life insurance/premiums charged to participant

    By JCS, February 12, 2025
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • February 14, 2025

23. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • February 21, 2003

24. Loan default

    By rlb64, January 28, 2005
    • 5 replies
    • 1.6k views
    • 
    • rlb64
    • January 29, 2005

25. Non-resident Aliens

    By Nate X, March 9, 2006
    • 5 replies
    • 5.8k views
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    • Kirk Maldonado
    • March 11, 2006

26. Excluding union employees from a 401(k)

    By betheeg, June 5, 2006
    • 5 replies
    • 7.1k views
    • 
    • JanetM
    • June 5, 2006

27. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • July 16, 2019

28. Start-up Credit SECURE

    By austin3515, September 3, 2020
    • 5 replies
    • 680 views
    • 
    • RatherBeGolfing
    • September 3, 2020

29. Convert QACA Match to Regular SH Match Mid Year

    By austin3515, May 19, 2023
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 22, 2023

30. Software

    By TinaW, August 3, 2023
    • 5 replies
    • 1.7k views
    • 
    • R. Scott
    • August 8, 2023

31. Client has an Money Purchase Plan and now wants a 401(k). Can they ha

    By Guest michaelv, May 2, 2001
    • 5 replies
    • 2.2k views
    • 
    • Moe Howard
    • May 3, 2001

32. First Match ACP testing requirements

    By Stevo-PDX, November 17, 2005
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • November 18, 2005

33. Prohibited Transaction or Arms Length Transaction

    By Guest ellah, August 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • August 8, 2007

34. Matching contribution formula

    By k man, February 5, 2009
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 5, 2009

35. Rule of Parity

    By R. Butler, February 3, 2011
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • February 3, 2011

36. Schedule A needed here?

    By AdKu, October 6, 2017
    • 5 replies
    • 666 views
    • 
    • Bill Presson
    • October 6, 2017

37. Non-Participant Loan for Property Purchase

    By katdmin, February 10, 2021
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • February 12, 2021

38. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.2k views
    • 
    • Bird
    • May 17, 2019

39. Entry date confusion, Need Expert Help

    By stephen20, July 3, 2020
    • 5 replies
    • 804 views
    • 
    • MWeddell
    • July 6, 2020

40. Wrong Correction Method for Excess 401(k) Deferral in 2020

    By EPCRSGuru, April 5, 2021
    • 5 replies
    • 613 views
    • 
    • CuseFan
    • April 6, 2021

41. Can a participant who is employed by 3 separate employers be involved

    By Guest Don J. Smith, October 4, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 5, 2000

42. Bonus paid after Dec. 31st

    By Guest cascigm, February 28, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2001

43. deposit overages

    By Guest mk2308, September 20, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 2004

44. Employer/Employee/Affiliated Service Group?

    By imchipbrown, March 11, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 12, 2012

45. Pass through income

    By austin3515, November 30, 2017
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • December 2, 2017

46. Missed Payroll Contributions

    By Guest Ray Corneau, October 4, 2002
    • 5 replies
    • 2.3k views
    • 
    • MWeddell
    • October 15, 2002

47. SEC Audit

    By Guest Kim S., January 8, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • January 9, 2003

48. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.2k views
    • 
    • david rigby
    • October 23, 2003

49. 404(c) & mapping/qualified change in investment options

    By Guest ggbrock, October 27, 2008
    • 5 replies
    • 5.9k views
    • 
    • J Simmons
    • October 27, 2008

50. HCE determination and comp limits for 2009

    By buckaroo, August 7, 2009
    • 5 replies
    • 3.7k views
    • 
    • buckaroo
    • August 10, 2009