401(k) Plans

19,275 topics in this forum

1. Definition of Compensation excludes bonuses

   By Guest tonjer, March 6, 2003
   • 4 replies
   • 1.6k views
   • 
   • Mike Preston
   • March 13, 2003

2. 401(k)/PS Product ideas for 15-30 ee's??

   By Guest Penny, January 21, 2000
   • 9 replies
   • 1.6k views
   • 
   • Jon Chambers
   • February 2, 2000

3. In-Service Distribution

   By FishOn, December 12, 2022
   • 8 replies
   • 1.6k views
   • 
   • Bill Presson
   • December 13, 2022

4. 401k plans

   By Guest mattsmalls, July 7, 2010
   • 8 replies
   • 1.6k views
   • 
   • masteff
   • July 15, 2010

5. EACA permissible withdrawal in a blackout period

   By Kimberly S, March 11, 2008
   • 2 replies
   • 1.6k views
   • 
   • DTH
   • March 20, 2008

6. Switch from safe harbor matching plan to safe harbor 3%

   By Guest rdemyan, December 24, 2009
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • December 29, 2009

7. PPA Guidance- Nonpart directed?

   By austin3515, October 6, 2007
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • October 12, 2007

8. Asset Sale & Plan to Plan Transfer

   By Guest padmin, March 15, 2007
   • 1 reply
   • 1.6k views
   • 
   • jpod
   • March 15, 2007

9. Is a partner's plan compensation for a 401(k) computed without regard to deferrals or is it net of deferrals?

   By Guest mjn, February 3, 2004
   • 5 replies
   • 1.6k views
   • 
   • Mike Preston
   • February 4, 2004

10. Safe Harbor ER Contribution

    By justatester, November 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • 401king
    • November 10, 2011

11. Consequences of omitting employee from 401(k) plan participation

    By Guest Steve1, July 20, 2005
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • July 21, 2005

12. correcting erroneous deposits

    By EBDI, March 27, 2013
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • March 28, 2013

13. Financial Advisor requirement

    By wsp, June 15, 2006
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • June 20, 2006

14. Signing Bonus / 401k

    By austin3515, October 2, 2015
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 2, 2015

15. SCP while under audit

    By jpod, January 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 12, 2007

16. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1, November 4, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • November 5, 1999

17. Are successor plan rules different for stock deals and corporate merge

    By KJohnson, July 2, 1999
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • July 2, 1999

18. investment advice to participants

    By k man, October 18, 2005
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • November 3, 2005

19. Form 945

    By Guest ANNEBV, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • January 10, 2002

20. Multiple Employer Plan Spin-offs

    By Guest ACO1, June 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 16, 2010

21. Forfeitures

    By Guest rnarum, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

22. How to code 1099 for ADP refund all Roth

    By Jim Chad, January 7, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2011

23. Timing of Top Heavy and Matching/Profit Sharing Contributions

    By MarZDoates, March 10, 2004
    • 0 replies
    • 1.6k views
    • 
    • MarZDoates
    • March 10, 2004

24. What to do with old clearing account assets?

    By Guest smstls, February 19, 2005
    • 3 replies
    • 1.6k views
    • 
    • Alf
    • February 24, 2005

25. 3(16) Signing Plan Documents

    By austin3515, November 18, 2019
    • 9 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 20, 2019

26. Match True Up

    By LMOC, December 22, 2014
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • December 23, 2014

27. Long term part time employees

    By Belgarath, July 26, 2022
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 28, 2022

28. Change in Allocation Formula

    By Guest amm19, November 6, 2002
    • 8 replies
    • 1.6k views
    • 
    • KJohnson
    • November 8, 2002

29. maximum contributions w/o being discrimnatory!

    By Guest THOMAS TIERNEY, March 15, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • March 16, 2001

30. QNEC's

    By Guest AJM 34, September 5, 2007
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 25, 2007

31. Disability Benefits - 401(k) Deferrals

    By MGOAdmin, August 5, 2013   

    • Disability
    • Deferral
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • August 5, 2013

32. Integration - multiple plans

    By k man, October 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • k man
    • November 1, 2001

33. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • June 22, 2023

34. SECURE 2.0 distributions - protected benefit?

    By MQS0413, November 5, 2024
    • 6 replies
    • 1.6k views
    • 
    • Peter Gulia
    • November 7, 2024

35. Proof of Use?

    By Guest ProofNeeded, July 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 3, 2001

36. 401k Loan Payments Not Stopped

    By apcf, October 24, 2019
    • 7 replies
    • 1.6k views
    • 
    • apcf
    • October 25, 2019

37. Secure File Transfer

    By austin3515, December 5, 2013
    • 10 replies
    • 1.6k views
    • 
    • austin3515
    • December 5, 2013

38. Gateway ? for various dc scenarios

    By abanky, March 14, 2007
    • 2 replies
    • 1.6k views
    • 
    • abanky
    • March 14, 2007

39. Small Business 401k

    By jsmith1985, September 1, 2017
    • 18 replies
    • 1.6k views
    • 
    • TPAJake
    • September 6, 2017

40. Safe Harbor 3% Contribution?

    By Jilliandiz, January 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • January 11, 2005

41. Forfeitures as the ending balance for a form 5500

    By Jen Wallace, July 12, 2018
    • 3 replies
    • 1.6k views
    • 
    • CJ Allen
    • July 16, 2018

42. 401k: MAxing out pre-tax contributions and the effect on employeer con

    By Guest mowgie, June 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 3, 2001

43. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • April 9, 2013

44. Plan Termination Question

    By card, July 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 25, 2001

45. What impact do forfeitures have with the 415 limit?

    By pbarrett, October 21, 2003
    • 5 replies
    • 1.6k views
    • 
    • R. Butler
    • October 22, 2003

46. Contributions after assuming a merged employer's plan mid-Plan Year.

    By KJohnson, July 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • July 27, 1999

47. Safe Harbor Match - different entry dates

    By blue, July 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • ak2ary
    • July 13, 2005

48. Safe Harbor Amendment

    By Jilliandiz, January 23, 2006
    • 4 replies
    • 1.6k views
    • 
    • James Matt Ullakko
    • January 26, 2006

49. Automatic Enrollment under PPA

    By PMC, October 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • SteveH
    • October 13, 2006

50. change in vesting method

    By Guest EDSAADE, November 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • November 4, 2003