401(k) Plans

19,321 topics in this forum

1. Can a participant who reached retirement age, roll his account to a tr

   By Guest Tara Curran, October 24, 2000
   • 1 reply
   • 1.4k views
   • 
   • Mary Kay Foss
   • October 24, 2000

2. top heavy - aggregation

   By Guest Laura A, March 18, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 18, 1999

3. DOL and $12

   By ombskid, June 15, 2009
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • June 16, 2009

4. QDIA Question - Age Brackets for Default Investment

   By 52626, June 17, 2016
   • 3 replies
   • 1.4k views
   • 
   • Peter Gulia
   • June 21, 2016

5. Other benefits job posting site?

   By Guest mrjones, February 19, 2005
   • 2 replies
   • 1.4k views
   • 
   • wmyer
   • February 22, 2005

6. 3% SHNEC is chosen in AA but not ACP SH

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

7. Short-Term Disability Programs

   By Guest margok, December 29, 2005
   • 1 reply
   • 1.4k views
   • 
   • GBurns
   • December 30, 2005

8. Annual Additions for an off cal. plan year

   By doombuggy, November 4, 2005
   • 4 replies
   • 1.4k views
   • 
   • SMB
   • November 24, 2005

9. Election Forms

   By Guest cconnell, July 26, 2007
   • 4 replies
   • 1.4k views
   • 
   • BG5150
   • July 27, 2007

10. Increasing 401(k) Participation

    By Guest John Rains, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 1999

11. Safe Harbor 401(K) Plan with Automatic Enrollment

    By RayRay, February 1, 2022
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • February 2, 2022

12. Should the employer set up separate accounts for safe harbor contributions?

    By katieinny, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • March 23, 2004

13. late correction of adp test

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

14. Trustee

    By Guest Mike Schwing, November 12, 2002
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • November 13, 2002

15. FMLA leave

    By Belgarath, July 7, 2020
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • July 8, 2020

16. 200% of 6% safe harbor match

    By austin3515, September 12, 2022
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • September 14, 2022

17. Sole Prop 401k Form 5500

    By nkaufman, September 5, 2017
    • 10 replies
    • 1.4k views
    • 
    • jsmith1985
    • September 7, 2017

18. 2002 Required Minimum Distribution

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

19. Can Plan Sponsor make a loan to a plan?

    By TPApril, February 26, 2019
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 26, 2019

20. Participation

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

21. 3% SH for termed participant who returned for 2 weeks following two ye

    By Cathy from Chicago, January 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2003

22. Eligibility

    By Guest jetfaninmn, September 22, 2006
    • 4 replies
    • 1.4k views
    • 
    • PLAN MAN
    • September 22, 2006

23. Can restructuring for eligibility be done for ACP testing purposes or

    By John A, February 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • February 10, 2000

24. Post-Tax vs. Pre-Tax

    By Guest Rosemary Raymer, September 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 30, 2002

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

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

26. Sole Prop defers on draw, then has zero Sch. C income

    By Belgarath, August 31, 2020
    • 12 replies
    • 1.4k views
    • 
    • Bird
    • September 1, 2020

27. Top Heavy Test - Excluded HCE

    By Vlad401k, December 4, 2023
    • 7 replies
    • 1.4k views
    • 
    • Bill Presson
    • December 6, 2023

28. Required Minimum Distributions

    By Guest terid, November 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2002

29. ..is there a bigger waste of our time than the schedule D?

    By MR, May 4, 2004
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 4, 2004

30. Start new safe harbor plan now

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

31. Mulitple Employer Plans

    By justatester, September 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • September 16, 2008

32. same desk rule

    By k man, June 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • June 8, 2000

33. Another Catch-up Qt (fiscal year)

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

34. Comparison of 401(k) plans, 403(b) plans, and 457 plans available onli

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 21, 1999

35. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2001

36. Adding Salary Deferral and Safe Harbor Match

    By Dougsbpc, December 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 28, 2012

37. HCEs in 2 Plans

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

38. Safe Harbor Contributions

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

39. Supplemental Reading

    By Guest caddieadmin, February 20, 2007
    • 7 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2007

40. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace, October 30, 2019   

    • 401(k)
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • plan termination
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 1, 2019

41. Forfeiture Timing

    By Guest Kelly44030, November 10, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 10, 2011

42. Backup Trustee

    By Stash026, December 6, 2018
    • 11 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • December 9, 2018

43. 401k audit

    By Guest 401cpa, August 26, 2014
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 26, 2014

44. Davis Bacon and the 10% limit on disproportionate QNECs

    By Jerry Erisa, April 1, 2015
    • 1 reply
    • 1.4k views
    • 
    • Jerry Erisa
    • April 1, 2015

45. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa, November 24, 2020
    • 6 replies
    • 1.4k views
    • 
    • Gilmore
    • November 26, 2020

46. Plan imposed limits and catch-up

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

47. plan termination & qualifying employer security

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

48. Loan re-financing

    By Guest jvandyke, July 29, 2005
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • July 29, 2005

49. Universal Availability For Plan Loans

    By CLE401kGuy, April 17, 2014
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • April 23, 2014

50. How is the match on excess deferrals treated?

    By Guest Pat Metallic, June 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 2, 2000