401(k) Plans

19,275 topics in this forum

1. Profit Sharing contribution allocation

   By Guest rustymonty, March 13, 2005
   • 4 replies
   • 1.7k views
   • 
   • austin3515
   • March 14, 2005

2. Minimum Gateway and 414(s) Comp

   By buckaroo, December 7, 2017
   • 3 replies
   • 1.7k views
   • 
   • Tom Poje
   • December 8, 2017

3. Purchase of Principal Residence Hardship

   By TPA Bob, February 13, 2013
   • 5 replies
   • 1.7k views
   • 
   • ETA Consulting LLC
   • February 2, 2015

4. 404c on 5500?

   By Guest jhilliard, July 16, 2003
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • July 17, 2003

5. Safe Harbor NEC to another Plan

   By KJohnson, September 22, 1999
   • 1 reply
   • 1.7k views
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   • MWeddell
   • September 23, 1999

6. Possible Late Deferrals in Large Plan

   By Lucky32, September 7, 2023
   • 8 replies
   • 1.7k views
   • 
   • Lucky32
   • September 8, 2023

7. Missed sending Disclosure

   By CLE401kGuy, January 7, 2019
   • 1 reply
   • 1.7k views
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   • C. B. Zeller
   • January 8, 2019

8. Safe harbor contribution can't be made

   By Bill Presson, March 6, 2015
   • 5 replies
   • 1.7k views
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   • mbozek
   • March 7, 2015

9. 2 Person Non-Profit 401(k)

   By Guest Tracy H, June 15, 2000
   • 2 replies
   • 1.7k views
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   • Guest
   • June 21, 2000

10. Collectively Bargained Employees in Non-Union Prototype Plan

    By Guest andmik, April 4, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 4, 2007

11. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 18, 2019

12. Ok to terminate 401k and establish simple IRA orSimple 401(k)?

    By pbarrett, June 21, 2004
    • 1 reply
    • 1.7k views
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    • alanm
    • June 21, 2004

13. Plan spin-off - full vesting possible?

    By Guest Troy S., July 18, 2007
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • July 18, 2007

14. Younger RMD Age?

    By kmhaab, October 25, 2023
    • 14 replies
    • 1.7k views
    • 
    • Peter Gulia
    • October 27, 2023

15. In-Service Distribution Amendment for Safe Harbor Plan

    By Vlad401k, August 12, 2015
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • August 20, 2015

16. Distribution Fees

    By Guest stevena1, October 30, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2006

17. excess deferrals

    By Felicia, May 3, 2006
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • May 3, 2006

18. TIAA-CREF ERISA data for Form 5500 for 401k plans

    By Guest DK Ellerson, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 28, 2002

19. Filed 5500-SF instead of 5500-EZ for several years – can I switch?

    By user12, January 4, 2024
    • 2 replies
    • 1.7k views
    • 
    • user12
    • January 9, 2024

20. Individually Designed Document Question

    By khn, March 6, 2019
    • 21 replies
    • 1.7k views
    • 
    • jpod
    • March 7, 2019

21. Safe Harbor Hardship Distribution - purchase of principal residence

    By Guest bogart126, August 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 20, 2002

22. Resident aliens and census data

    By Guest RLD, March 14, 2002
    • 3 replies
    • 1.7k views
    • 
    • FJR
    • March 15, 2002

23. HCE

    By Guest Jenn, May 6, 2003
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • May 6, 2003

24. ADP test for first year that NHCEs are in Plan

    By Lynn Campbell, January 29, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 1999

25. May a participant in a 401(k) purchase covered calls?

    By Guest Edward McElroy, February 26, 2000
    • 3 replies
    • 1.7k views
    • 
    • IRC401
    • March 1, 2000

26. Investment Management Fees

    By Guest DDDlump, June 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • June 21, 2001

27. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH, October 12, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • October 13, 2004

28. Late year change in company match

    By Guest wohtola, November 26, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 11, 2001

29. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion, July 10, 2024
    • 8 replies
    • 1.7k views
    • 
    • Belgarath
    • July 15, 2024

30. Employer Contribution Submissions

    By Guest asitan, August 8, 2006
    • 4 replies
    • 1.7k views
    • 
    • Jim Chad
    • August 9, 2006

31. Beneficiaries

    By Nassau, June 15, 2010
    • 7 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 16, 2010

32. Tax Liability of an Outstanding Loan that is Offset when Participant D

    By Guest andmik, January 26, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • January 26, 2001

33. RMD to Beneficiaries after Death of Participant

    By Guest Twinky, December 12, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 12, 2006

34. 401k with grandfathered contribution

    By 30Rock, April 19, 2011
    • 0 replies
    • 1.7k views
    • 
    • 30Rock
    • April 19, 2011

35. Top Heavy and Vesting

    By Earl, January 27, 2003
    • 3 replies
    • 1.7k views
    • 
    • Earl
    • January 27, 2003

36. Family attribution for HCE's?

    By Guest 410b, June 16, 2010
    • 2 replies
    • 1.7k views
    • 
    • BG5150
    • June 16, 2010

37. QDRO Pending Plan terminating

    By Guest padmin, June 18, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2007

38. Terminate Safe Harbor mid-year?

    By wmyer, August 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 8, 2003

39. Harship Withdrawal

    By Guest awallace, May 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 11, 2000

40. ADP - ACP Failure

    By Lou S., February 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • February 16, 2010

41. plan expenses

    By Guest Betsy Oakey, September 28, 2006
    • 8 replies
    • 1.7k views
    • 
    • SteveH
    • September 28, 2006

42. Legal Entity Change

    By Guest Lex, February 23, 2003
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 24, 2003

43. HCE only 401(k)

    By Earl, March 16, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 19, 2002

44. Controlled group minimum coverage testing when the members' 401(k) pla

    By EGB, December 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • EGB
    • December 6, 1999

45. 12/30 Plan year-end to 12/31 Plan year-end?

    By Guest gkaley, May 4, 2001
    • 4 replies
    • 1.7k views
    • 
    • Wessex
    • May 7, 2001

46. Deconversion Fees

    By cpc0506, September 12, 2013
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • September 13, 2013

47. Money Purchase/401(k) merger - late 5500

    By rlb64, May 20, 2008
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2008

48. correcting error in plan doc when switching TPA

    By parks777, January 9, 2017
    • 11 replies
    • 1.7k views
    • 
    • BG5150
    • January 10, 2017

49. 401K to IRA - still not rolled over!

    By Guest jperkins98, September 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • September 21, 2001

50. "Compensation" excludes bonuses

    By Guest Mr. Kite, January 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • January 27, 2009