401(k) Plans

19,275 topics in this forum

1. ineligible employee

   By Guest mk2308, February 3, 2005
   • 1 reply
   • 1.6k views
   • 
   • WDIK
   • February 3, 2005

2. Can a Safe Harbor 401 plan change eligibility during the year?

   By wcj99, September 29, 2015   

   • Safe Harbor 401k plan
   • 2 replies
   • 1.6k views
   • 
   • WCC
   • September 29, 2015

3. Employer Required Contributions in Simple 401K

   By Guest dondajean, January 8, 2002
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • January 8, 2002

4. Top Heavy and ADP/ACP Rules

   By Guest dhoefer, November 4, 2002
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • November 5, 2002

5. Successor Plan Sponsor

   By 12AX7, December 12, 2012
   • 2 replies
   • 1.6k views
   • 
   • 12AX7
   • December 13, 2012

6. New Limits for the year 2000

   By Tom Poje, May 25, 1999
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • June 17, 1999

7. Interest on Late Deferrals

   By Below Ground, April 27, 2007
   • 3 replies
   • 1.6k views
   • 
   • Below Ground
   • April 30, 2007

8. IRA rollover to 401(k) Plan

   By Guest Mike Schwing, June 13, 2003
   • 2 replies
   • 1.6k views
   • 
   • mbozek
   • June 16, 2003

9. Option to *not* defer on bonus comp?

   By Guest Jay345, November 14, 2012
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • November 14, 2012

10. Best Way To Access code and regs?

    By Guest FREE401k, May 20, 2002
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 21, 2002

11. ADP Testing for Multiple Employer Plans

    By Guest BrianF, August 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • August 8, 2002

12. Spousal consent on loan - going through a divorce.

    By Guest Achilles, January 5, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • January 5, 2004

13. New Comp. Plan Diff entry for deferrals and Prof. Shar.

    By Guest dlm, June 28, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 6, 2001

14. Safe Harbor notice requirement

    By Guest Ed Walker, November 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • November 22, 2002

15. GLB BSA and USA Patriot act.

    By fidu, March 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • March 18, 2002

16. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • April 2, 2020

17. Does a plan that benefits only HCEs automatically fail coverage testing?

    By Guest koolkidd, November 2, 2004
    • 5 replies
    • 1.6k views
    • 
    • jquazza
    • November 30, 2004

18. deferrals not being taken on "FFCRA sick" wages

    By AlbanyConsultant, May 13, 2020
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • May 13, 2020

19. Roth deferrals

    By doombuggy, December 31, 2009
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • January 9, 2010

20. Death Benefit payable to Child

    By austin3515, October 15, 2014
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 16, 2014

21. Bonus compensation after PYE

    By Guest ABCI, March 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 23, 2006

22. Salary Continuation Considered for SH 3% Contribution?

    By chris, February 12, 2015
    • 2 replies
    • 1.6k views
    • 
    • chris
    • February 12, 2015

23. Excess deferral and match forfeiture

    By alexa, November 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • November 7, 2008

24. QSLOB

    By Guest Thornton, July 31, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2007

25. Wrong Information in Safe Harbor Notice

    By PMC, February 22, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • February 22, 2001

26. 401 K options returning to the UK

    By Guest DShergold, March 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2001

27. Mutliple Employer 401(k) Plan Advantages

    By Guest STP20004, March 14, 2007
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2007

28. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • February 15, 2017

29. Loan 8 months behind in payments

    By Jim Chad, March 2, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 2, 2007

30. Off Calendar Year Catch Up Contributions

    By MBCarey, November 5, 2002
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 7, 2002

31. Post Tax

    By Guest Frank Jackson, June 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • June 11, 1999

32. Eligibility Question

    By Guest andmik, February 9, 2005
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • February 10, 2005

33. Overstated Loan

    By Guest TPA Guy, December 9, 2005
    • 4 replies
    • 1.6k views
    • 
    • Archimage
    • December 13, 2005

34. Change in plan year.

    By SMB, December 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • December 21, 2001

35. Effective Date of Safe Harbor Plan

    By Guest RBlaine, July 9, 2003
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2003

36. restatement

    By Gary, September 8, 2010
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 2010

37. 401k plan year and employer contribution

    By tertue, November 1, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 1, 2010

38. Plan Split to Avoid Audit

    By bzorc, November 30, 2021
    • 13 replies
    • 1.6k views
    • 
    • Peter Gulia
    • December 17, 2021

39. Top Heavy Safe Harbor Plan, does making........

    By Guest jhilliard, May 26, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

40. Compensation spreadsheet and checklist

    By Sammiemor, January 31, 2018
    • 4 replies
    • 1.6k views
    • 
    • thepensionmaven
    • October 1, 2019

41. Land in profit sharing plan sold

    By Pixie, June 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 13, 2008

42. Dept of Labor regulations

    By Guest randy, September 14, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 1999

43. Notice of optional form of benefit elimination

    By Guest hyper, March 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • September 1, 2004

44. 402(g) Excess in ADP test?

    By BG5150, February 25, 2022
    • 5 replies
    • 1.6k views
    • 
    • Melissa2115
    • March 31, 2022

45. Existing 401(k) Plan and adding SHNEC

    By Theresa, April 16, 2019
    • 5 replies
    • 1.6k views
    • 
    • Jim Chad
    • April 16, 2019

46. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 13, 2010

47. Bonus Exclusions in 401(k)

    By Guest Chaffee, December 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005

48. RMDs and contributions

    By billfgrady, August 21, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • August 24, 2008

49. Agents on commission only, how to calculate hours of service?

    By Guest IRaceTA, July 9, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2004

50. Not a MEWA simply because we share common BOD members?

    By Guest Diana Prewitt, June 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • June 28, 2000