401(k) Plans

19,321 topics in this forum

1. Employee Notice for Safe Harbor 401(k)?

   By LCARUSI, November 10, 1998
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • December 11, 1998

2. Employer Required Contributions in Simple 401K

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

3. Post Tax

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

4. Excess Employer Contribution - Solo 401k

   By H2202, March 16, 2021
   • 8 replies
   • 1.6k views
   • 
   • Mike Preston
   • March 17, 2021

5. What problems do you face if you use Matching Contributions to satisfy

   By Guest Kevin Plymyer, February 2, 2001
   • 4 replies
   • 1.6k views
   • 
   • R. Butler
   • February 6, 2001

6. "electing out" of a 401(k) plan

   By Guest mam, November 15, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 15, 1999

7. Solo 401k TPA working with an advisor

   By Jim White, CFP, EA, September 9, 2019
   • 4 replies
   • 1.6k views
   • 
   • Amyrmaid
   • September 10, 2019

8. Eligibility

   By Guest jetfaninmn, November 17, 2005
   • 4 replies
   • 1.6k views
   • 
   • saabraa
   • November 18, 2005

9. Can a Safe Harbor Plan have immediate eligibility for deferrals and ap

   By Guest Powers, March 21, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 21, 2001

10. Plan Termination - What to do with really small account balances (under $1.00)?

    By waid10, August 13, 2024
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 13, 2024

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

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

12. 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

13. Completely Discretionary Match in Safe Harbor Profit Sharing plan

    By 401king, December 13, 2012
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • December 14, 2012

14. Letting some NHCEs in early by name

    By Tonya, June 30, 2025
    • 15 replies
    • 1.6k views
    • 
    • austin3515
    • July 22, 2025

15. New Limits for the year 2000

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

16. ADP Test and Refunds

    By ratherbereading, January 28, 2021
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 28, 2021

17. Wrong Information in Safe Harbor Notice

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

18. Basic 401(k) questions

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2005

19. 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

20. Merging 401(k) Plan

    By 52626, July 25, 2013   

    • Trustees Liability
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • July 26, 2013

21. Leased employees

    By Guest Pat Metallic, August 14, 2007
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 15, 2007

22. Contribution to a deceased partner

    By Guest jetfaninmn, December 21, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 21, 2005

23. Loan from a Rollover?

    By Fielding Mellish, July 17, 2018
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • July 18, 2018

24. investing in rental property

    By randagulp, August 16, 2015   

    • self-directed
    • 401(k)
    • (and 2 more)

      Tagged with:

      • self-directed
      • 401(k)
      • rental property
      • investment
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 17, 2015

25. 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

26. GLB BSA and USA Patriot act.

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

27. Roth deferrals

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

28. Commission as 401(k) Deferrrals

    By Randy Watson, March 9, 2004
    • 0 replies
    • 1.6k views
    • 
    • Randy Watson
    • March 9, 2004

29. Simple 401(k) To A Simple 401(k) Or Other Qp

    By Guest AFRICA6796, October 29, 2001
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 29, 2001

30. Owner-Employees: Does attribution apply?

    By Guest admcjm, August 10, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2004

31. Best Way To Access code and regs?

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

32. Excess deferral and match forfeiture

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

33. Top Heavy and ADP/ACP Rules

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

34. Salary Research

    By Guest CAadmin, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2006

35. Successor Plan Sponsor

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

36. Schedule A vs. Schedule C: TPA Compensation

    By ldr, November 12, 2018   

    • 5500
    • revenue sharing
    • (and 1 more)

      Tagged with:

      • 5500
      • revenue sharing
      • tpa fees
    • 4 replies
    • 1.6k views
    • 
    • ldr
    • November 13, 2018

37. Interest on Late Deferrals

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

38. Spouse as beneficiary

    By austin3515, June 19, 2014
    • 9 replies
    • 1.6k views
    • 
    • FormsRstillmylife
    • June 24, 2014

39. How to apply deferral percentage to compensation exceeding 415 limit?

    By SavingsRUS, June 2, 2016   

    • 415
    • 401(k)
    • 7 replies
    • 1.6k views
    • 
    • david rigby
    • June 2, 2016

40. Loan requirements/in-service distribution

    By Guest Peggy806, July 8, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2009

41. Deposit timing of PS $

    By doombuggy, October 14, 2014
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • October 24, 2014

42. Notice of optional form of benefit elimination

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

43. Plan Expenses

    By Guest Lex, June 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • June 28, 2002

44. Roth vs. Voluntary Contributions

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

45. ineligible employee

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

46. Off Calendar Year Catch Up Contributions

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

47. Company Spin-off

    By Guest Jimmy B, February 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 14, 2002

48. 401(k)

    By Guest JFBEARB, May 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2002

49. 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

50. Non-deductible contributions in qualified plan

    By Guest sritts, November 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • November 25, 2003