401(k) Plans

19,275 topics in this forum

1. Safe harbor 3% non-elective contributions - "traditional" vs "QACA"

   By Combo Program Specialist, November 13, 2019   

   • qaca
   • safe harbor
   • (and 4 more)

     Tagged with:

     • qaca
     • safe harbor
     • safe harbor 401k
     • 3%shnec
     • 3%
     • safe harbor non-elective
   • 3 replies
   • 1.5k views
   • 
   • Luke Bailey
   • November 15, 2019

2. Does an employer have to double up on deferrals if the payroll departm

   By Guest Tara Curran, September 6, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 7, 2000

3. 401k Cashout

   By Guest Russmaster, September 4, 2002
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 5, 2002

4. Maximizing 401(k) PS contribution for one person S-Corp

   By Guest dhoefer, June 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • Earl
   • June 18, 2002

5. How should the 1099R be issued for plan limit violations (e.g., if the

   By Guest Frank Jackson, November 8, 1999
   • 2 replies
   • 1.5k views
   • 
   • Dowist
   • November 11, 1999

6. non-trustee partner recieving commissions as rep on 401(k) plan

   By Guest Darren Graff, February 11, 1999
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • February 15, 1999

7. Amending Profit Sharing Allocation Method

   By emmetttrudy, August 17, 2012
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • August 18, 2012

8. Roth 401k contributions

   By Guest Wedge1, May 3, 2007
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • May 8, 2007

9. Compensation

   By Guest Lex, August 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • jaemmons
   • August 23, 2002

10. Compensation For An S-Corp

    By metsfan026, April 5, 2022
    • 3 replies
    • 1.5k views
    • 
    • Dare Johnson
    • April 5, 2022

11. 404a5 Disclosures to "Non-Participating" Participants

    By austin3515, August 27, 2012
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • August 27, 2012

12. Part Time Eligible Employees

    By MBCarey, October 4, 2005
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 4, 2005

13. 52-53 week year

    By Guest Diane DuFresne, October 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 10, 2001

14. Participant Death

    By Guest chant44, September 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

15. Pre-programming deferral rate increases. Anyone know of a provider or plan doing it?

    By Guest btooz, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 6, 2003

16. Loss of controlled group status.

    By Guest Bingha, May 1, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2000

17. Futures and ERISA funds

    By fidu, May 3, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • May 3, 2002

18. Mega Roth Conversions

    By justatester, July 14, 2021
    • 10 replies
    • 1.5k views
    • 
    • CuseFan
    • July 16, 2021

19. Student Loan Genius

    By Chippy, August 7, 2018
    • 11 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 17, 2018

20. 414(s) Test in Relius

    By Susan S., August 25, 2011
    • 4 replies
    • 1.5k views
    • 
    • Susan S.
    • August 25, 2011

21. 401(k) Plan/SARSEP Testing

    By Guest Jean Blackwood, February 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 22, 2000

22. Hardship/Mother's medical expenses

    By Guest Georgia1, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • September 28, 2009

23. Party in interest question

    By k man, November 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • k man
    • November 22, 2004

24. Safe Harbor 401(k) Plan Changes its Plan Year

    By John A, March 15, 2002
    • 0 replies
    • 1.5k views
    • 
    • John A
    • March 15, 2002

25. Distribution Fees

    By Guest Runner, June 21, 2002
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • June 23, 2002

26. 5500 filing

    By Guest ars, November 19, 1999
    • 2 replies
    • 1.5k views
    • 
    • thepensionmaven
    • December 5, 1999

27. Diversifying out of employer stock

    By RCK, August 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • August 27, 2001

28. Catch-up contributions

    By Guest jpetrancosta, June 5, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 5, 2002

29. Section 415 Limits and refunds on earnings

    By Dominic, March 3
    • 8 replies
    • 1.5k views
    • 
    • Dominic
    • March 13

30. CARES Act loan provisions- Optional REVISITED

    By Ian, April 10, 2020
    • 13 replies
    • 1.5k views
    • 
    • Bill Presson
    • April 15, 2020

31. Investment in CAnadian gold Coins

    By jkharvey, February 17, 2011
    • 7 replies
    • 1.5k views
    • 
    • masteff
    • February 19, 2011

32. Relius/Java?

    By Guest stevena1, September 22, 2008
    • 4 replies
    • 1.5k views
    • 
    • Fredman
    • September 24, 2008

33. CATCH UP CONTRIBUTION

    By Guest JDK, December 22, 2006
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 24, 2006

34. Rollover but not participant

    By Guest Fred Maynard, February 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • February 15, 2005

35. Safe Harbor 401(k) Question

    By Guest tgraham, December 27, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • December 27, 2006

36. Plan Termination and ADP/ACP test

    By buckaroo, October 31, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 1, 2007

37. Partical plan termination, small plans

    By Stevo-PDX, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 28, 2003

38. My company is starting a 401k plan.

    By Guest Blowout, December 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 1999

39. Allow Union Members to Particpate, but not receive employer contribution.

    By Rai401k, June 22, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2005

40. Testing Issues - Multiple to Single Employer Plan

    By SRM, April 15, 2004
    • 3 replies
    • 1.5k views
    • 
    • alanm
    • April 27, 2004

41. Return from military leave - paperwork

    By Guest Achilles, December 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • maverick
    • December 10, 2003

42. Question on Unfunded Plan

    By Guest JHeller, August 23, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 24, 2010

43. Getting Participants to Sign Waiver Regarding Self-Direction of 401(k)

    By Guest McElroy, June 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 14, 2000

44. Employer Match as Roth - As Per Secure 2.0

    By metsfan026, December 12, 2023
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • January 9, 2024

45. Loan source recommendations for new plan?

    By Guest RSnyder316, June 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 7, 2002

46. safe harbor quandary

    By Guest art, December 9, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1998

47. Failing to enroll eligible participants

    By Guest ANNEBV, February 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2001

48. Distribution from terminating 401(k)

    By Guest babs51, February 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • February 3, 2006

49. $205,000 Compensation Limit

    By Guest dmcmanus, June 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 8, 2005

50. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2, August 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 23, 2004