401(k) Plans

19,275 topics in this forum

1. Change of entry point

   By Guest Looser, December 18, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • December 19, 2001

2. Excess Deferral and 415 Limit

   By Vlad401k, March 5, 2018
   • 3 replies
   • 1.7k views
   • 
   • BG5150
   • January 29, 2019

3. Match formula that wants to be SH

   By AlbanyConsultant, March 23, 2011
   • 12 replies
   • 1.7k views
   • 
   • Guest
   • March 23, 2011

4. Employer contribution trends in 401K plans

   By Guest jpr9954, July 17, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • July 17, 1999

5. Last Day Rule when adopting PS plan late (SECURE Act)

   By Jess C, May 5, 2020
   • 8 replies
   • 1.7k views
   • 
   • Larry Starr
   • May 6, 2020

6. Bank Trustee

   By Jon Chambers, March 1, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • March 2, 2000

7. Fidelity Bonds

   By Guest MatthewW, May 14, 2002
   • 1 reply
   • 1.7k views
   • 
   • Mike Preston
   • May 15, 2002

8. May Job switchers get Multiple Limits?

   By Guest JurisPrude, June 22, 2005
   • 8 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • June 24, 2005

9. Participant Directed Investment Elections For Terminated Participants.

   By Guest Frank Jackson, April 10, 2000
   • 2 replies
   • 1.7k views
   • 
   • pjkoehler
   • April 11, 2000

10. Sole Proprietorships all adopting the plan?

    By jkharvey, April 2, 2013
    • 5 replies
    • 1.7k views
    • 
    • Kevin C
    • April 8, 2013

11. How do you correct an excess annual addition when the participant has

    By Guest friedbrain, October 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Brenda Wren
    • October 26, 1999

12. Missing Enrollment Forms?

    By Jilliandiz, September 22, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2005

13. Using multiple matching contribution formulae in a control group

    By Guest jvanheyde, December 9, 2005
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • December 11, 2005

14. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • April 6, 2001

15. Safe Harbor Stacked Match

    By Gilmore, November 11, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gilmore
    • November 11, 2003

16. Corrective Distribution and Related Match

    By DTH, June 21, 2011
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 23, 2011

17. Protected Benefits

    By Nassau, October 23, 2008
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2008

18. In-service withdrawal with a loan

    By Guest VPA, March 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 24, 2000

19. Amending a 401k plan to allow for borrowing

    By Guest Carl C, December 4, 2009
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 7, 2009

20. DC vs DB Coverage Testing

    By justatester, September 23, 2013
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 24, 2013

21. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

22. Erisa Bond for 401k plan

    By Guest kittykat, January 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • GMK
    • January 20, 2011

23. Safe Harbor 401(k) Plans

    By J. Bringhurst, July 25, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2003

24. ADP failure - too much refunded to HCEs

    By Guest Rags, September 3, 2009
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 4, 2009

25. Doctors' Wives & 401k

    By DP, November 2, 2004
    • 8 replies
    • 1.7k views
    • 
    • DP
    • November 3, 2004

26. In Plan Roth Conversion

    By Lou S., April 4, 2011
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • April 5, 2011

27. Plan Termination Due to Merger of 2 Companies into Another New Company

    By Anagoge, December 16, 2014
    • 6 replies
    • 1.7k views
    • 
    • Anagoge
    • December 17, 2014

28. Loan Default Question

    By Guest 401KTPA, January 17, 2003
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • January 18, 2003

29. Roth 401(k) Match Calculation

    By Guest Julie, October 20, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • October 20, 2011

30. Asset Management Fees

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

31. LLC Owner and 125/401K

    By Guest Pfingst, October 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 17, 2001

32. Do I qualify for NUA?

    By Guest Steve Richards, July 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2007

33. Partnership 401(k) + Discretionary Contribution

    By Guest johnpetrancosta, February 23, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2009

34. Two Plans, both provide Top Heavy

    By Kac1214, May 2, 2019
    • 5 replies
    • 1.7k views
    • 
    • Kac1214
    • May 3, 2019

35. 1099 Compensation

    By emmetttrudy, May 4, 2009
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • May 6, 2009

36. SIMPLE to 401K Mid-Year Question

    By Guest 401kguy, August 31, 2007
    • 7 replies
    • 1.7k views
    • 
    • CTipper
    • September 16, 2007

37. Death Benefit with loan

    By Guest CGBS, June 13, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 2000

38. Voluntary after tax contributions

    By 2muchstress, September 11, 2002
    • 3 replies
    • 1.7k views
    • 
    • 2muchstress
    • September 11, 2002

39. Safe Harbor and PEO plans

    By Guest phyphy, May 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2004

40. last day provision

    By EBDI, September 3, 2015
    • 8 replies
    • 1.7k views
    • 
    • rcline46
    • September 8, 2015

41. Takeover of employees by PEO

    By Guest Thornton, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • alanm
    • May 21, 2002

42. Plan covers only HCE's - Safe Harbor Notice Required?

    By Guest SarahB, September 4, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • September 8, 2009

43. Safe Harbor 401(k) Discretionary Contributions/Profit Sharing

    By mitchelt, May 22, 2015
    • 4 replies
    • 1.7k views
    • 
    • mitchelt
    • May 23, 2015

44. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, November 3, 1998
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • November 5, 1998

45. foreign national foreign subsidiary

    By k man, May 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • k man
    • May 19, 2008

46. Earnings on ADP refund

    By BG5150, March 5, 2009
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 6, 2009

47. Small Balance & Distribution Fees

    By Guest CindyB, April 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • ERISAnut
    • April 26, 2006

48. 5500 for a plan that has been merged into another?

    By Guest SJPrince, September 29, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2000

49. Family attribution causes 3%-owner husband and 3%-owner wife to be a 6

    By Guest ANNEBV, November 6, 2000
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • November 6, 2000

50. Terminated plan distributions

    By pbarrett, March 4, 2005
    • 5 replies
    • 1.7k views
    • 
    • stevena
    • March 5, 2005