401(k) Plans

19,321 topics in this forum

1. Match forfeiture different than nonelective forfeiture

   By Jim Chad, June 26, 2008
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • June 26, 2008

2. Any advantages for a plan year different from employer tax year?

   By Guest Doug Johnston, May 26, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • June 7, 2002

3. Amendment Notice - change in eligibility

   By Guest jimmybeau, June 1, 2009
   • 3 replies
   • 1.7k views
   • 
   • BG5150
   • June 2, 2009

4. Profit Share Contribution

   By coleboy, January 12, 2018
   • 7 replies
   • 1.7k views
   • 
   • coleboy
   • January 12, 2018

5. Self-Employed Match Calculation Question

   By Laura Harrington, March 5, 2012
   • 4 replies
   • 1.7k views
   • 
   • masteff
   • March 6, 2012

6. Defferals Deposited to 401k Plan but not withheld from paychecks

   By Yvonne T, February 16, 2016
   • 2 replies
   • 1.7k views
   • 
   • ETA Consulting LLC
   • February 16, 2016

7. Must an employer using a non-standardized prototype document file for

   By Guest Mark Manning, March 31, 1999
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • March 31, 1999

8. Does a one person 401(k) Plan have to receive and submit a SPD?

   By Guest Michael Anderson, December 2, 2004
   • 2 replies
   • 1.7k views
   • 
   • No Name
   • December 3, 2004

9. 401(k) Illustration Software

   By Dawn Hafner, May 30, 2000
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • May 31, 2000

10. Participant Loans 101

    By austin3515, September 25, 2025
    • 4 replies
    • 1.7k views
    • 
    • Bri
    • September 26, 2025

11. ACAs, QACAs & EACAs

    By Tom Poje, September 8, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 30, 2009

12. No elective deferral suspension for non-hardship in-service distribution....Right?

    By ERISAatty, May 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • May 20, 2011

13. Top-Heavy aggregation with Terminated Plan and 416(g)(3)

    By KJohnson, September 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 11, 2003

14. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2007

15. In-Service Distribution - Protected Benefit

    By Vlad401k, December 14, 2018
    • 3 replies
    • 1.7k views
    • 
    • Larry Starr
    • December 15, 2018

16. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.7k views
    • 
    • jala
    • February 4, 2010

17. vesting

    By Guest le190, September 16, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

18. Loan Program

    By austin3515, January 16, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • January 21, 2003

19. Integrated Top Heavy Plans with Match

    By Guest At Peace, July 27, 2004
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 28, 2004

20. Payroll company stopped HCE deferrals at comp limit

    By Guest dstran, November 17, 2009
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • November 18, 2009

21. start up company & start up plan

    By Earl, September 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • September 26, 2008

22. Terminating Safe Harbor After Notice Sent but Before Year Starts

    By Guest DuChamp, December 26, 2012
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • December 28, 2012

23. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 9, 2011

24. Dividend Reinvestment Program (Drip) in qualified plan

    By Hoard1, June 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 4, 1999

25. 1st of month 401k entry date in practice

    By TPApril, December 7, 2023
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • December 11, 2023

26. Partnership 401(k)'s

    By austin3515, November 13, 2002
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2002

27. safe harbor notice

    By cpc0506, December 3, 2012
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • December 3, 2012

28. Eliminate DB stuff from DC plan? I hope?

    By Guest SJPrince, September 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • September 29, 2000

29. How do you deal with affiliated employers?

    By SteveH, August 31, 2006
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 1, 2006

30. Separate Loan Policy

    By Guest Iwonder, March 12, 2010
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • March 15, 2010

31. Compensation Limit- Contributions Post Tax

    By coleboy, February 1, 2021
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • February 2, 2021

32. Hardship request

    By Guest Achilles, January 4, 2005
    • 5 replies
    • 1.7k views
    • 
    • WDIK
    • January 5, 2005

33. Off Calendar Catch-Ups - SOLUTION!

    By austin3515, June 6, 2008
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • June 16, 2008

34. Software

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

35. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150, September 11, 2019
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • September 13, 2019

36. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 4 replies
    • 1.7k views
    • 
    • Peanut Butter Man
    • July 13, 2012

37. Over Match

    By Safeharbor29, June 8, 2015   

    • correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • correction
      • safe harbor
      • compensation limit
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • June 10, 2015

38. Hardship withdrawals-down payment on home

    By Guest Lonnie Tomlin, November 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • November 20, 2001

39. ADP Calculation

    By Guest Beavis, December 7, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 1998

40. 401(k) PSP deferral deposit question

    By doombuggy, June 8, 2011
    • 4 replies
    • 1.7k views
    • 
    • doombuggy
    • June 9, 2011

41. Discretionary Match in Formula and Considered Deferrals

    By Dawn Hafner, September 10, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2002

42. 401(k) Plans with over 100 participants?

    By Guest Michael Anderson, February 10, 2005
    • 6 replies
    • 1.7k views
    • 
    • BeckyMiller
    • March 8, 2005

43. Owner of 2 businesses, not control group... Simple and 401k in same year

    By K-t-F, July 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • K-t-F
    • August 4, 2004

44. matching contributions

    By k man, November 8, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 11, 2001

45. ESOP top-off calculations / spreadsheets

    By Guest Amit, June 21, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 21, 2002

46. Anyone else going to the ASPA conference in Washington DC?

    By Guest, October 25, 2000
    • 2 replies
    • 1.7k views
    • 
    • stephen
    • October 28, 2000

47. Plan Amendments

    By Guest AJM 34, September 11, 2007
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • September 14, 2007

48. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

49. Plan Sponsor ????

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • August 6, 2001

50. Safe Harbor 401(k) and forfeitures

    By Guest wcoleman, May 21, 2003
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2003