401(k) Plans

19,276 topics in this forum

1. plan as a limited/general partner

   By k man, August 25, 2005
   • 6 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • August 31, 2005

2. Safe harbor inclsuign previously excluded employees mid-year.

   By R. Butler, August 4, 2005
   • 1 reply
   • 1.4k views
   • 
   • Archimage
   • August 8, 2005

3. Another Catch-up Qt (fiscal year)

   By Guest mab, May 25, 2006
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 26, 2006

4. Are employees of a company that uses a PEO considered to have terminat

   By Guest kstorch, July 26, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 26, 2000

5. Leasing company plan termination

   By Guest jim williams, January 17, 2001
   • 1 reply
   • 1.4k views
   • 
   • alanm
   • January 18, 2001

6. Safe Harbor Contributions

   By Guest EBraxton, August 3, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 3, 1999

7. late correction of adp test

   By Guest Julie Woulfe, June 17, 2003
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • June 17, 2003

8. control group . . . plans the same?

   By Guest insurancelaw, December 2, 2006
   • 4 replies
   • 1.4k views
   • 
   • ak2ary
   • December 6, 2006

9. Principal 401k Unimpressive earnings/ Rollover

   By vvasi9, June 12, 2015
   • 3 replies
   • 1.4k views
   • 
   • GMK
   • June 12, 2015

10. Participation

    By Guest JSinbad, December 24, 1998
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • December 24, 1998

11. plan termination & qualifying employer security

    By lexi, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Locust
    • June 27, 2006

12. Safe Harbor Plan - Mid-Year Formula Change and Automatic Enrollment

    By Vlad401k, July 12, 2024
    • 4 replies
    • 1.4k views
    • 
    • Bill Presson
    • July 12, 2024

13. Ownership/Family attribution in a 501c3 401k plan possible?

    By 401QUE, November 11, 2014   

    • ownership attribution
    • nonprofit
    • (and 1 more)

      Tagged with:

      • ownership attribution
      • nonprofit
      • HCE determination
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • November 12, 2014

14. I am researching what benefits are wanted and will help to retain empl

    By Guest Lorraine Peck, November 19, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

15. Discretionary Match Contribution

    By Guest grazetti, January 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • January 13, 2006

16. IRA eligibility with 401(k) Plan

    By richard, November 24, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dave Baker
    • November 24, 1999

17. HCEs in 2 Plans

    By Guest Chains, November 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 1999

18. Entry Date Exception

    By K-t-F, February 15, 2005
    • 4 replies
    • 1.4k views
    • 
    • K-t-F
    • February 15, 2005

19. Terminating plan missing SH contrib

    By TBob, June 2, 2006
    • 5 replies
    • 1.4k views
    • 
    • TBob
    • June 5, 2006

20. Plan Document vs. Union Agreement?

    By Guest Chaffee, October 9, 2004
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • October 10, 2004

21. Considering changes in the investment options of our 404(c) compliant

    By Guest Kennedy, August 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 18, 1999

22. thoughts on HPI deferral elections?

    By AlbanyConsultant, August 21
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 22

23. Owner's deferrals considered for untimely deposit?

    By Guest PatLovett, January 3, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • January 3, 2001

24. Return from Military Leave - Right to Make up if Not Deferring Before Military Leave?

    By rocknrolls2, July 17, 2009
    • 2 replies
    • 1.4k views
    • 
    • rocknrolls2
    • July 17, 2009

25. 2002 Required Minimum Distribution

    By Guest taj32z, July 18, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

26. Start new safe harbor plan now

    By Richard Anderson, July 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • PensionPro
    • July 26, 2012

27. Fees for self-directed accounts

    By Guest mo, December 30, 1999
    • 3 replies
    • 1.4k views
    • 
    • Jon Chambers
    • January 12, 2000

28. 3% SHNEC is chosen in AA but not ACP SH

    By Jim Chad, September 12, 2018
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 13, 2018

29. Short Plan Yar Help

    By imchipbrown, February 23, 2006
    • 0 replies
    • 1.4k views
    • 
    • imchipbrown
    • February 23, 2006

30. Plan imposed limits and catch-up

    By MoShawn, June 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2008

31. Software for 401K analysis

    By Guest wealthmgmt, December 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2008

32. 2009 RMD's

    By ACox, November 18, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • November 8, 2010

33. Need actual example of a Defined contribution plan in a collective bar

    By Guest MBAStudent, March 9, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

34. BRF & Control group

    By Guest padmin, July 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 14, 2006

35. Roth contributions made to plan from employee bank account

    By Pixie, August 14, 2023
    • 5 replies
    • 1.4k views
    • 
    • SwimmingInBowelsOfERISA
    • August 14, 2023

36. match formula based on compensation bandwidths

    By WCC, November 7, 2019
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • November 17, 2019

37. Correction of Failed ADP test through SCP

    By Guest cease, October 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 7, 2003

38. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole, December 20, 2022
    • 8 replies
    • 1.4k views
    • 
    • supernole
    • September 16, 2023

39. Qualifying For COVID Loan

    By Stash026, April 29, 2020
    • 17 replies
    • 1.4k views
    • 
    • Stash026
    • May 1, 2020

40. suspensions vs stopping elective contribution

    By thepensionmaven, May 6, 2018
    • 10 replies
    • 1.4k views
    • 
    • thepensionmaven
    • May 9, 2018

41. Coverage for 401(k)--controlled group

    By BG5150, February 21, 2019
    • 9 replies
    • 1.4k views
    • 
    • Roycal
    • February 22, 2019

42. Retroactive Entry on a 401(k) Plan.

    By jquazza, March 1, 2004
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • March 2, 2004

43. 401(k) Safe Harbor Notice

    By Guest Giovanni, November 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • November 27, 2001

44. 415 and Off Calendar Year Catch-Up Conts (Again)

    By buckaroo, November 20, 2007
    • 2 replies
    • 1.4k views
    • 
    • buckaroo
    • November 21, 2007

45. Calandar/Fiscal Yr. Control Group

    By sdix401k, May 30, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 2, 2008

46. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz, November 19, 2021   

    • distributions
    • anti-cutback
    • (and 1 more)

      Tagged with:

      • distributions
      • anti-cutback
      • mergers
    • 3 replies
    • 1.4k views
    • 
    • gholtz
    • December 9, 2021

47. Timing of plan termination when employer no longer exists

    By ldr, December 16, 2020   

    • plan termination
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 17, 2020

48. Special Tax Notice and Roth contributions

    By Guest breakwater, March 31, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 31, 2006

49. ADP Failure and Catch-up COntributions

    By perkinsran, December 10, 2004
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 10, 2004

50. Deferrals Not Suspended After Hardship

    By goldtpa, May 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 18, 2005