401(k) Plans

19,276 topics in this forum

1. Old 401k moved without direction

   By XrayLemi, February 28, 2015   

   • 401k
   • 4 replies
   • 1.4k views
   • 
   • XrayLemi
   • March 25, 2015

2. Does a 401(h) plan no longer contributed to and is funded thru pensi

   By Guest reesbe, June 29, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 29, 1999

3. ADP test, prior year, 1st year with NHCE

   By Guest crosseyedtester, December 9, 2004
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • December 9, 2004

4. 401(k) safe harbor with separate eligibility provisions

   By Guest Daniel Fisher, January 17, 2001
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 17, 2001

5. Normal retirement: service vs participation years for vesting

   By pmacduff, August 23, 2022
   • 5 replies
   • 1.4k views
   • 
   • david rigby
   • August 24, 2022

6. top paid group election with prior year testing

   By K2retire, August 30, 2011
   • 1 reply
   • 1.4k views
   • 
   • BG5150
   • August 30, 2011

7. 401(k) Plan and Allowable Rollovers

   By mlp0816, October 4, 2007
   • 1 reply
   • 1.4k views
   • 
   • masteff
   • October 4, 2007

8. 2015 plan limits

   By pmacduff, October 6, 2014
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • October 15, 2014

9. Spin Off Help.

   By Guest buxbaum2, October 9, 2004
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • October 11, 2004

10. Roth IRA rollovers into new Roth 401(k) in 2006

    By Guest oxdougw, July 15, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2005

11. ADP Refunds in Short Plan Year

    By Gilmore, March 27, 2015
    • 4 replies
    • 1.4k views
    • 
    • Gilmore
    • March 27, 2015

12. Company with SIMPLE 401k merges with Co. with 401k

    By 401king, May 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • 401king
    • May 15, 2009

13. Payroll Vendor erroneously stopped HCE 401k+catch-up at $18k

    By cheersmate, March 4, 2016   

    • 401k correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k correction
      • safe harbor
      • 401k safe harbor
    • 3 replies
    • 1.4k views
    • 
    • BeginnersLuck
    • April 10, 2016

14. Nondiscriminatory Amendment

    By John Feldt ERPA CPC QPA, April 17, 2006
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2006

15. Internal Controls

    By cripp12, April 9, 2014
    • 4 replies
    • 1.4k views
    • 
    • cripp12
    • April 10, 2014

16. Discrim. Testing for 3% SHNEC

    By Guest Dash02, December 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 29, 2005

17. 401K Deferrals & 7 Day Safe Harbor

    By ERISA13, September 11, 2012
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • September 12, 2012

18. Contribution Required by Employment Contract - What is It?

    By rocknrolls2, October 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 19, 2006

19. MFS & Hartford Reports

    By Guest raleightpa, November 19, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2007

20. Non Deductible Contributions to DC Plan

    By TPA Bob, December 31, 2014
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2015

21. Plan sponsor wants to make several non-required amendments for 1999. I

    By Guest m thom, October 25, 1999
    • 2 replies
    • 1.4k views
    • 
    • John A
    • October 26, 1999

22. Financial Advisory Firms Own 401k Plan

    By austin3515, August 19, 2015
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 20, 2015

23. OK to start 401k Safe Harbor?

    By Jean, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 21, 1999

24. leaving a MEP to be standalone plan

    By ejohnke, May 10, 2024
    • 2 replies
    • 1.4k views
    • 
    • ejohnke
    • May 14, 2024

25. Expense charges on my 401K plan

    By Guest rodeo618, October 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 2003

26. Early withdrawal penalty on earnings attributable to after-tax contrib

    By Guest Pat Metallic, May 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • May 1, 2001

27. After tax contributions in small S.H. 401(k)

    By Lori H, January 23, 2018
    • 5 replies
    • 1.4k views
    • 
    • Lori H
    • January 23, 2018

28. Do traditional IRA contributions count for purposes of calculating DC contribution limits under Section 415?

    By billfgrady, April 29, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lame Duck
    • April 29, 2004

29. $0.00 compensation for participant with service

    By 12AX7, February 3, 2012
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 7, 2012

30. 401(k) company contributions

    By Guest Jacqueline Armagost, September 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 12, 2001

31. revised safe harbor notice

    By Tom Poje, November 7, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 7, 2006

32. takeovers and 401K

    By Guest Amy Hall, April 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 8, 2002

33. Top paid group question

    By gdlfa, August 25, 2016
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • August 26, 2016

34. 410(b)(6)

    By R. Butler, April 13, 2015
    • 2 replies
    • 1.4k views
    • 
    • shERPA
    • April 13, 2015

35. Maintaining cost basis

    By Guest boetgerinc, December 8, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 8, 1998

36. Need ideas for client feedback.

    By stevena, July 24, 2003
    • 5 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • July 25, 2003

37. Withdrawing company stock from 401(k) plans

    By Guest DMR, September 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2001

38. Spousal Consent

    By JKW, May 17, 2010
    • 4 replies
    • 1.4k views
    • 
    • JKW
    • May 18, 2010

39. Failed to Start Deferrals

    By DP, November 23, 1999
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • November 25, 1999

40. Safe Harbor Multiple Employer Plan

    By rcline46, October 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2005

41. Changing plan year end from 12/30 to 12/31

    By Brian Gallagher, October 13, 2003
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • October 22, 2003

42. Two Safe Harbor Contributions OK....?

    By chris, October 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 18, 2005

43. QNEC to pass 410b

    By Guest mdelin, November 13, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 13, 2014

44. Double Deductibility = "flip-flop" ??

    By Guest, June 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2000

45. Subject: Using Yr. #1 Forfeitures in Yr. #2

    By Guest Mindy, June 28, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 28, 2000

46. 401(k) plan with annuities and loans

    By Guest Theresa Irvin, May 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 30, 2001

47. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife, March 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2006

48. Control Group Multiple Plans

    By Guest padmin, August 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 18, 2006

49. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2003

50. Self-employed 401K contribution limits

    By Guest evphd, February 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • BeckyMiller
    • March 8, 2005