401(k) Plans

19,275 topics in this forum

1. Timing of 401(k) Deferrals

   By Guest slrogers, June 28, 2005
   • 4 replies
   • 1.7k views
   • 
   • R. Butler
   • June 29, 2005

2. Automatic Enrollment Problem

   By Below Ground, February 5, 2007
   • 3 replies
   • 1.7k views
   • 
   • 401_4_ever
   • February 7, 2007

3. 6/30 PYE 401k - safe harbor needed every other year?

   By Santo Gold, November 2, 2005
   • 1 reply
   • 1.7k views
   • 
   • Archimage
   • November 2, 2005

4. I didn't think you could do this

   By PLAN MAN, October 13, 2009
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • October 28, 2009

5. Recordkeeper shortcoming?

   By Guest caseyb, December 30, 2008
   • 3 replies
   • 1.7k views
   • 
   • hr for me
   • January 5, 2009

6. I'm stumped

   By Tom Poje, October 3, 2006
   • 6 replies
   • 1.7k views
   • 
   • BG5150
   • October 4, 2006

7. Silly Question

   By Randy Watson, June 15, 2005
   • 6 replies
   • 1.7k views
   • 
   • mbozek
   • June 27, 2005

8. Catch up Contribution

   By Logan401, December 3, 2010
   • 12 replies
   • 1.7k views
   • 
   • K2retire
   • February 1, 2012

9. Determination Letters

   By Guest AP, March 28, 1999
   • 6 replies
   • 1.7k views
   • 
   • Alf
   • March 9, 2000

10. minimum distribution question

    By James Matt Ullakko, December 6, 2007
    • 5 replies
    • 1.7k views
    • 
    • Appleby
    • December 12, 2007

11. Participant Education

    By 52626, February 11, 2015
    • 5 replies
    • 1.7k views
    • 
    • GMK
    • February 12, 2015

12. Transfer/Rollovers

    By Guest Redchip, August 17, 1999
    • 4 replies
    • 1.7k views
    • 
    • jlf
    • September 18, 1999

13. SH 401(k) / ESOP Permissive Aggregation

    By austin3515, January 3, 2014
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 3, 2014

14. change vesting

    By Guest Moira, August 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • PMC
    • August 30, 2006

15. 402g Refunds After 4/15 deadline

    By ratherbereading, April 21, 2017   

    • 402g refund
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • April 21, 2017

16. failure to follow withholding election

    By Kimberly S, June 28, 2007
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • July 2, 2007

17. Merger of MPPP to 401(k) and on-going loan repayments

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2002

18. Union EEs in 401(k) PSP

    By BG5150, January 27, 2011
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 28, 2011

19. Top 50 employee benefits consultants

    By GBurns, February 18, 2002
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • February 20, 2002

20. Right of participant

    By Guest Kemily, July 10, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • July 11, 2003

21. plan amendment for 415

    By Gary, August 11, 2009
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • August 11, 2009

22. DB/DC Combined 6% limit

    By QNPG, March 15, 2012
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 16, 2012

23. amend 401K to safe harbor 401K

    By thepensionmaven, November 17, 2015
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • November 17, 2015

24. Participation Waivers

    By Guest PEM, October 10, 2005
    • 7 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 11, 2005

25. Catch-UP Contributions

    By Guest caroline84, April 15, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 25, 2002

26. Qnec with less than 1000 hours

    By Guest lindamichals, February 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2006

27. Gang of Six Deficit Reduction Plan

    By goldtpa, July 21, 2011
    • 14 replies
    • 1.7k views
    • 
    • K2retire
    • July 21, 2011

28. IRS Field Auditor decides not to make issue of...

    By J Simmons, February 22, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2010

29. Severence Pay

    By Brian Gallagher, July 10, 2003
    • 2 replies
    • 1.7k views
    • 
    • Harwood
    • July 10, 2003

30. IRS Reg for Lump Sum Eligibility Relating to Div Pass Through

    By Guest simma7, April 25, 2013   

    • 401k
    • Dividends
    • (and 2 more)

      Tagged with:

      • 401k
      • Dividends
      • NUA
      • LUMP SUM
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 25, 2013

31. 2004 Limits

    By Jilliandiz, July 16, 2003
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 16, 2003

32. SE Income

    By Guest donl, April 13, 2012
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • May 10, 2012

33. Looking for sample 401(k) negative election (automatic enrollment) not

    By Guest Robin S. Vatalaro, CPA, November 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 15, 2000

34. non-publicly traded stock

    By gregburst, June 13, 2013
    • 1 reply
    • 1.7k views
    • 
    • ESOP Guy
    • June 13, 2013

35. Husband S Corporation w/ 401k - Wife Sole Proprietor -

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 1.7k views
    • 
    • spiritrider
    • March 11, 2020

36. New plan under new audit participant count definition

    By John ATL, March 4, 2024
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • August 27

37. Gross Comp for HCE's?

    By Guest richez, October 13, 2005
    • 3 replies
    • 1.7k views
    • 
    • Archimage
    • October 13, 2005

38. Qualified Disclaimer

    By Guest ebs24502, September 25, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2006

39. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • June 10, 2010

40. C Corp to S Corp - Safe Harbor 401(k)

    By No Name, September 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • No Name
    • October 3, 2005

41. Dual Safe Harbor Plans?

    By Übernerd, February 14, 2006
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 15, 2006

42. Safe Harbor plans and Top Heavy

    By Guest rffahey, January 10, 2005
    • 8 replies
    • 1.7k views
    • 
    • FJR
    • February 16, 2005

43. STN & Matrix trust companies

    By Stevo-PDX, November 3, 2006
    • 0 replies
    • 1.7k views
    • 
    • Stevo-PDX
    • November 3, 2006

44. Sole Prop. sponsoring a 401(k) plan in 2002.

    By Guest Joe Vasko, December 9, 2001
    • 5 replies
    • 1.7k views
    • 
    • rocknrolls2
    • December 13, 2001

45. 401(k) participation by credit card tips

    By dan654083, April 7, 2018
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • April 16, 2018

46. Best Book to Purchase

    By 401kAllTheWay, July 11, 2023
    • 14 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 17, 2023

47. Automatic Enrollment in 401(k) Plan in California

    By Guest Seth_McNamee, December 8, 2004
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • December 9, 2004

48. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2009

49. New "Flexible Benefits Plan"

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

50. Funding ER contributions with PPP

    By Chippy, May 13, 2020
    • 18 replies
    • 1.7k views
    • 
    • Larry Starr
    • July 8, 2020