401(k) Plans

19,321 topics in this forum

1. Fees paid by the plan....by source?

   By jmartin, November 21, 2011
   • 5 replies
   • 1.5k views
   • 
   • TPApril
   • May 23, 2014

2. Must top-heavy minimums be provided to P's who have entered 401k; but

   By Guest Dash02, April 9, 2002
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • April 10, 2002

3. Vetsing & prior plan maintained by employer

   By alexa, January 16, 2003
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • January 16, 2003

4. Earned Income & Forfeitures

   By austin3515, March 23, 2006
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • March 24, 2006

5. Let's say you lose 90% of the value of your 401k investment in the yea

   By Guest Billy, December 19, 2000
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • December 19, 2000

6. Terminating Safe Harbor 401(k) Plan

   By Guest notapensiongeek, October 16, 2008
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • October 17, 2008

7. 402g Refunds for 2008

   By Guest robwgriff, January 3, 2009
   • 1 reply
   • 1.5k views
   • 
   • blue
   • January 3, 2009

8. leaving a MEP to be standalone plan

   By ejohnke, May 10, 2024
   • 2 replies
   • 1.5k views
   • 
   • ejohnke
   • May 14, 2024

9. top heavy satisfied by match & Non-Key HCE

   By Earl, October 1, 2002
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • October 2, 2002

10. Quarterly Eligiblity

    By Dazednconfused, November 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2009

11. combining ADP/ACP to pass test

    By KoolLady4, February 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • KoolLady4
    • February 9, 2004

12. Minority Law partner and Self Employed consultant

    By RayJJohnsonJr, April 7, 2010
    • 8 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2010

13. fixed match with no allocation conditions

    By K2retire, December 9, 2015
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 15, 2015

14. Chapter 13 bankruptcy. Can an employee still contribute to the plan as well as make loan payments?

    By Guest Cookiemonster, September 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Harwood
    • September 26, 2003

15. Blackout Notice and Enrollment

    By 52626, October 20, 2015
    • 3 replies
    • 1.5k views
    • 
    • hr for me
    • October 21, 2015

16. Looking for reasonably priced 401(k) testing & admin software

    By Guest mwcpa, July 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • July 30, 2000

17. Is 3% Safe Harbor contribution required if no deferrals?

    By jkharvey, November 12, 2003
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • November 13, 2003

18. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • July 28, 2015

19. Commonly owned companies and acting as trustee

    By Guest gkare, April 30, 2004
    • 2 replies
    • 1.5k views
    • 
    • jquazza
    • April 30, 2004

20. Distributions on terminated plans

    By Guest jetfaninmn, November 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 22, 2005

21. 401K vs HRA

    By Guest SLK, September 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • namealreadyinuse
    • September 19, 2006

22. union and safe harbor design

    By JanetM, September 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 25, 2002

23. Private Search Fees deducted from participant account?

    By Dennis Povloski, July 12, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 13, 2011

24. When can you amend to exclude HCE from plan participation?

    By MR, September 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • MR
    • September 9, 2004

25. Schedule Q to Form 5300

    By Guest hank, October 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2001

26. Correction of forfeitures

    By Guest VAP, November 9, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 9, 2000

27. How do you process deductions when there is a 401(k) and a cafeteria p

    By Guest Lesley Sifers, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 23, 2001

28. HCE Notification Letters

    By PainPA, April 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • cpc0506
    • April 19, 2010

29. Plan sponsor failed to offer plan and report information on several th

    By Guest MES, February 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • February 8, 2001

30. Safe Harbor Contribution

    By Guest mich823, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

31. Form 5310

    By Guest kmbrown, January 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • January 18, 2002

32. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • October 29, 2003

33. Early Retirement Feature and anti-cut back

    By cpc0506, October 24, 2014
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • October 24, 2014

34. Safe Harbor Matching Contributions - Two Basic Questions

    By metsfan026, October 4, 2022
    • 6 replies
    • 1.5k views
    • 
    • MWeddell
    • October 5, 2022

35. What counts towards making the 3% min TopHeavy contrib

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 30, 2001

36. 401a, why add a K feature

    By Guest mr_patch, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

37. Match Forf in ACP test?

    By Guest Copper, February 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

38. Related Money Purchase Rollover in 401(k) Profit Sharing Plan

    By CLE401kGuy, January 16, 2014
    • 8 replies
    • 1.5k views
    • 
    • Bird
    • March 9, 2018

39. Plan Level Default Investment

    By Guest raleightpa, November 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 28, 2007

40. 401(k) Maintained by LLC

    By chris, September 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • September 5, 2001

41. Qualified Replacement Plan

    By DDB BN, November 19, 2021
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • November 23, 2021

42. Plan Expenses

    By Guest PTWIN, April 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 9, 2001

43. Ineligible Ptp makes 401(k) conts and taxation

    By buckaroo, February 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • February 18, 2005

44. benefits, rights and features?

    By thepensionmaven, July 5, 2018
    • 8 replies
    • 1.5k views
    • 
    • MWeddell
    • July 26, 2018

45. Maxing at $40,000

    By Guest TAG, October 25, 2002
    • 4 replies
    • 1.5k views
    • 
    • kocak
    • October 31, 2002

46. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro, December 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 1999

47. Plan Expenses

    By Guest Ralph, July 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 16, 2001

48. HCE Limits - 205,000 versus 12,300

    By Guest LisaI, November 9, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • November 9, 2004

49. 415 defined contribution dollar limit for spouses

    By billfgrady, November 30, 2005
    • 2 replies
    • 1.5k views
    • 
    • billfgrady
    • November 30, 2005

50. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 23, 2004