401(k) Plans

19,321 topics in this forum

1. Forfeitures before ACP or after ACP

   By Purplemandinga, August 27, 2019
   • 4 replies
   • 1.6k views
   • 
   • BG5150
   • August 28, 2019

2. Exclude HCEs from match

   By Scott50, March 11, 2019
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • March 12, 2019

3. Loan fees

   By rlb64, December 13, 2004
   • 2 replies
   • 1.6k views
   • 
   • rlb64
   • December 14, 2004

4. FIN for a sole proprietorship

   By KevinMc, November 20, 2014
   • 5 replies
   • 1.6k views
   • 
   • movedon
   • November 20, 2014

5. COVID-19 Sick and Leave Pay

   By Gilmore, April 1, 2020
   • 5 replies
   • 1.6k views
   • 
   • Larry Starr
   • April 10, 2020

6. Discussion with Author of 98-52 (Safe Harbor 401k)

   By Guest John Smith, November 13, 1998
   • 4 replies
   • 1.6k views
   • 
   • SoCalActuary
   • September 23, 1999

7. SAFE HARBOR 401K VS. 401K

   By Guest LSULLIVAN, January 23, 2004
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • January 23, 2004

8. Interested in Trust type 401(k) funding product alternative to variabl

   By Guest J. David Wright, October 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 24, 2000

9. Prevailing Wage Fringe into a SIMPLE IRA

   By Guest Green92, September 18, 2009
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 18, 2009

10. Reporting requirements for corrective contributions

    By Guest VEBA Las Vegas, December 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 20, 2005

11. Partial Loan Payments

    By Guest sritts, May 12, 2010
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • May 13, 2010

12. Automatic Rollover IRA - Set-up Fee

    By J. Bringhurst, April 17, 2013
    • 8 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • April 23, 2013

13. Plan Sponsor Question re late deposit of deferrals

    By Guest MaryMac, August 7, 2007
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • August 13, 2007

14. List of Advantages, Disadvantages of Daily

    By Guest FREE401k, December 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 31, 2001

15. Getting insurance out of a 401k

    By Guest KJSpaeth, January 16, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • January 17, 2003

16. Retirement Plan Laws in Canada

    By Guest dstran, January 31, 2006
    • 3 replies
    • 1.6k views
    • 
    • GBurns
    • February 5, 2006

17. Puerto Rican Plan

    By Guest ERISAcatNraleigh, October 20, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 20, 2004

18. Fixed Elective Deferrals Per Pay Period

    By bzorc, May 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Dawn Hafner
    • May 11, 2000

19. Can Beneficiary Designations Specify a Dollar Amount Instead of a Percentage?

    By namealreadyinuse, March 7, 2007
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • March 7, 2007

20. Document that can support a multiple employer plan

    By Guest kstorch, June 17, 2002
    • 4 replies
    • 1.6k views
    • 
    • Archimage
    • June 18, 2002

21. IRA Distributions when born before 1936?

    By Guest chickbull, October 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 2008

22. Roth 401(k) Amendments

    By PMC, April 7, 2006
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 10, 2006

23. Maybe Notice of SH Match

    By DP, November 20, 2003
    • 8 replies
    • 1.6k views
    • 
    • Archimage
    • November 20, 2003

24. Terminated plan with small forfeiture balance

    By Guest rmyoung, October 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2004

25. Allocation of forfeitures

    By Guest moorhan, July 19, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 19, 2001

26. Deferring 100% of comp. How to reconcile to plan doc?

    By BG5150, November 3, 2021
    • 8 replies
    • 1.6k views
    • 
    • Kevin C
    • November 10, 2021

27. Discretionary Match

    By justatester, April 9, 2010
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • April 13, 2010

28. COVERAGE FAILURE

    By Guest moltengater, February 5, 2006
    • 4 replies
    • 1.6k views
    • 
    • ak2ary
    • February 9, 2006

29. ROI on increasing 401(k)participation

    By Guest weslie kary, February 25, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2000

30. Excess contributions

    By Guest mparker2028, February 14, 2005
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • February 14, 2005

31. BRF Testing

    By Guest justatester2, July 8, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 24, 2009

32. Withholding as Pretax for 2022 when should have been Roth

    By Tom, March 7, 2023
    • 4 replies
    • 1.6k views
    • 
    • Bruce1
    • December 11, 2024

33. New Safe Harbor 401(k) Plan

    By imchipbrown, December 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 5, 2001

34. VFCP for late deposits

    By Dan, December 7, 2007
    • 3 replies
    • 1.6k views
    • 
    • Dan
    • December 10, 2007

35. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert, December 8, 2017   

    • discretionary
    • forfeiture
    • 5 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • January 16, 2021

36. Payouts

    By Jilliandiz, December 21, 2005
    • 4 replies
    • 1.6k views
    • 
    • James Matt Ullakko
    • January 13, 2006

37. discretionary trustee

    By fidu, November 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • fidu
    • November 18, 2002

38. Post-tax contributions

    By Guest merlin15, November 22, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • November 27, 2000

39. Mega Roth Conversions

    By justatester, July 14, 2021
    • 10 replies
    • 1.6k views
    • 
    • CuseFan
    • July 16, 2021

40. Real estate investment

    By Guest Quacka, December 10, 2008
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

41. 404(c)

    By Guest Kevin1, November 15, 2005
    • 6 replies
    • 1.6k views
    • 
    • E as in ERISA
    • November 16, 2005

42. Distribution Approval and Security

    By Tom, November 21, 2024
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • November 25, 2024

43. Independent Contractor

    By ERISA25, January 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 30, 2013

44. Plan Design - Owners Creating New Plan for Staff

    By Guest Pippy, October 18, 2013   

    • Aggregated Testing
    • Plan Design
    • (and 1 more)

      Tagged with:

      • Aggregated Testing
      • Plan Design
      • Top Heavy
    • 5 replies
    • 1.6k views
    • 
    • buckaroo
    • October 18, 2013

45. Discretionary Match on Bonus Deferrals

    By Guest Troy S., August 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • mming
    • August 11, 2006

46. Is early retirement age a distributable event?

    By ErisaGeek, July 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 10, 2003

47. self-employed er's opening 401(k)

    By Guest M.N. Ouellette, September 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2001

48. Catch-Up Contributions & 415 limit

    By Guest moltengater, May 2, 2005
    • 1 reply
    • 1.6k views
    • 
    • jquazza
    • May 4, 2005

49. Excess Contribution Reporting

    By Guest hruser, February 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • February 25, 2004

50. Loans from 401(k)

    By Guest msearle, December 18, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2000