401(k) Plans

19,321 topics in this forum

1. Increasing Tiered Matches

   By Guest JimmyG, October 24, 2006
   • 4 replies
   • 2k views
   • 
   • RCK
   • October 28, 2006

2. Relius/Java?

   By Guest stevena1, September 22, 2008
   • 4 replies
   • 1.5k views
   • 
   • Fredman
   • September 24, 2008

3. State Levy on 401(k) Account?

   By CJS07, January 21, 2013   

   • State of Massachusetts
   • 4 replies
   • 3.5k views
   • 
   • Mike Preston
   • January 21, 2013

4. Owner Contributing to SEP

   By coleboy, March 18, 2016
   • 4 replies
   • 854 views
   • 
   • Earl
   • March 26, 2016

5. VFCP Filing Question

   By austin3515, December 4, 2019
   • 4 replies
   • 588 views
   • 
   • austin3515
   • December 5, 2019

6. Participant Access to Reports

   By khn, July 20, 2021
   • 4 replies
   • 633 views
   • 
   • Peter Gulia
   • July 20, 2021

7. 401-K LOANS

   By Guest CRAFTY, January 22, 2000
   • 4 replies
   • 1.7k views
   • 
   • Jon Chambers
   • February 11, 2000

8. Asset Management Fees

   By Guest pension222, July 23, 2001
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • July 25, 2001

9. Match deposited timely but not allocated timely

   By Guest notapensiongeek, June 28, 2006
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • June 29, 2006

10. control group and distribution events

    By Guest insurancelaw, November 16, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2006

11. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 905 views
    • 
    • justatester
    • June 15, 2020

12. Safe harbor plans

    By Guest Theresa, June 8, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 17, 1999

13. issuance of a loan for divorce

    By Lou81, May 6, 2024
    • 4 replies
    • 553 views
    • 
    • RatherBeGolfing
    • May 8, 2024

14. Long-term, Part-time for plan that excludes PT

    By Tom, March 24, 2025
    • 4 replies
    • 997 views
    • 
    • Peter Gulia
    • March 25, 2025

15. safe harbor - OOPS!

    By mphs77, October 16, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • October 20, 2008

16. Top Paid Group

    By austin3515, February 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • March 1, 2012

17. Service-Based Allocations - eligible to participate, but no allocation

    By 00hskrgrl, June 22, 2012
    • 4 replies
    • 2.8k views
    • 
    • Kevin C
    • July 6, 2012

18. Adding safe harbor 401(k) to profit sharing mid year.

    By Jim Chad, August 20, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • August 20, 2015

19. 401K Loans in two different plans for the same employer

    By sfabello, March 7, 2019
    • 4 replies
    • 1.9k views
    • 
    • CuseFan
    • March 8, 2019

20. Summary Annual Report and Right to Receive Benefit

    By TPABob, August 23, 2019
    • 4 replies
    • 1.3k views
    • 
    • TPABob
    • August 23, 2019

21. Forfeitures

    By Guest Mbrockway, March 26, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2003

22. CALCULATING 5330 EXCISE TAX

    By Guest arlene, April 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • April 1, 2004

23. Failure to send safe harbor notice prior to beginning of plan year

    By Guest pongo, July 6, 2005
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • July 7, 2005

24. ADP

    By Guest elang, April 2, 2012
    • 4 replies
    • 901 views
    • 
    • Guest
    • April 2, 2012

25. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 1.4k views
    • 
    • sbuck
    • February 6, 2020

26. Top Heavy test

    By k man, September 9, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 10, 2002

27. $200,000 comp limit

    By Brian Gallagher, November 21, 2002
    • 4 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • November 21, 2002

28. We have a client who is a large steel mill - Company A. They currently have approx. 15 companies, which all but one is in .....................................

    By Guest jhilliard, June 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • June 14, 2004

29. 415 limit off-calendar year plan

    By Guest Peggy806, June 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • Bill Presson
    • July 2, 2009

30. Not Funding Safe Harbor for 2010

    By 30Rock, February 24, 2011
    • 4 replies
    • 1.1k views
    • 
    • 30Rock
    • February 25, 2011

31. eligibility for a rehired employee

    By EBDI, January 22, 2013
    • 4 replies
    • 3.1k views
    • 
    • EBDI
    • January 24, 2013

32. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 971 views
    • 
    • 12AX7
    • April 16, 2013

33. Can I set a minimum 7% limit on deferrals?

    By TPAJake, September 19, 2016
    • 4 replies
    • 956 views
    • 
    • QDROphile
    • September 22, 2016

34. Safe harbor- No NHCE participation

    By ton cano, September 26, 2017
    • 4 replies
    • 1k views
    • 
    • david rigby
    • September 27, 2017

35. timing of deposits

    By thepensionmaven, February 27, 2018
    • 4 replies
    • 778 views
    • 
    • Luke Bailey
    • March 1, 2018

36. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

37. 2002 Minimum Distribution Regulations

    By Guest Donaldson, November 5, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 5, 2002

38. 401(a)4 failure

    By Guest mparker2028, December 8, 2005
    • 4 replies
    • 2k views
    • 
    • AndyH
    • December 12, 2005

39. Participant Fee Disclosure-404(a)(5)-Is Electronic Delivery Allowed

    By jala, August 4, 2014   

    • Participant Fee Disclosure
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • August 5, 2014

40. Union and Non-Union Plan

    By steverenner, September 19, 2016
    • 4 replies
    • 2.8k views
    • 
    • Griswold
    • September 20, 2016

41. Too much match from Too much Compensation

    By Mr Bagwell, February 27, 2017   

    • match
    • 4 replies
    • 2.6k views
    • 
    • Mr Bagwell
    • February 28, 2017

42. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • June 11, 2001

43. Safe Harbor for HCE's

    By ombskid, June 27, 2007
    • 4 replies
    • 1.6k views
    • 
    • Kimberly S
    • July 2, 2007

44. Eligible Comp for safe harbor 401(k)/Money Purchase Plan combination

    By Guest Effie Clark, November 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 1999

45. Excluded Class Employee works 1000 hours - What next?

    By CNB CONSULTING, September 13, 2023
    • 4 replies
    • 2.3k views
    • 
    • CNB CONSULTING
    • September 15, 2023

46. Year End Census Requests & Social Security Numbers

    By Guest kgsingletary, November 25, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 26, 2003

47. Beneficiary Designation Excludes New Spouse

    By billfgrady, June 29, 2006
    • 4 replies
    • 1.8k views
    • 
    • billfgrady
    • June 30, 2006

48. QNEC

    By Guest AJM 34, September 26, 2007
    • 4 replies
    • 2.9k views
    • 
    • BG5150
    • October 2, 2007

49. Participant Election and 401(a)(17) Comp Limit

    By kgr12, August 30, 2010
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • August 31, 2010

50. QACA Safe Harbor

    By justatester, January 12, 2017
    • 4 replies
    • 1.2k views
    • 
    • justatester
    • January 12, 2017