401(k) Plans

19,321 topics in this forum

1. Short first plan year?

   By jaemmons, April 7, 2004
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 7, 2004

2. Plan Disqualification - Investment Elections Not Following Participant Election

   By 401kAllTheWay, August 2, 2023
   • 11 replies
   • 1.4k views
   • 
   • Bird
   • August 4, 2023

3. Plan Document vs. Union Agreement?

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

4. Maximum contribution at15K

   By JohnLong, December 30, 2019
   • 8 replies
   • 1.4k views
   • 
   • C. B. Zeller
   • January 2, 2020

5. Solo & PA in Same Year

   By DP, October 4, 2005
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • October 4, 2005

6. Safe Harbor

   By PMC, March 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • MWeddell
   • March 21, 2002

7. Categories of participants?

   By Guest 410b, July 15, 2008
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 15, 2008

8. ADP Failures and Refunds for Fiscal Plan

   By Guest kstorch, February 11, 2002
   • 1 reply
   • 1.4k views
   • 
   • Disco Stu
   • February 11, 2002

9. 401(k) Safe Harbor Notice

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

10. Calandar/Fiscal Yr. Control Group

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

11. Same Desk Rule

    By Guest pep, July 12, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 1999

12. 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

13. Entry Date Exception

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

14. 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

15. control group . . . plans the same?

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

16. CODA situation ?

    By AnnCK, June 7, 2023
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • June 9, 2023

17. Irrevocable Waiver Out of a 401(k) Safe Harbor Plan

    By Archimage, June 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2004

18. Compensation Ratio Test

    By Gilmore, December 12, 2017
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2017

19. Huh??

    By thepensionmaven, November 2, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 4, 2014

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

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

21. 415 and Off Calendar Year Catch-Up Conts (Again)

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

22. Delay in 401K rollover

    By sbuck, January 29, 2020
    • 4 replies
    • 1.4k views
    • 
    • sbuck
    • February 6, 2020

23. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • March 10, 2017

24. 2003 employer contrib receivables not paid in 2004.... just caught situation

    By Guest LTurner, March 8, 2005
    • 3 replies
    • 1.4k views
    • 
    • mschwechter
    • March 10, 2005

25. Iowa

    By Fredman, April 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Steve72
    • April 24, 2002

26. Fees for self-directed accounts

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

27. Rules on NRA with Market-value adjustment

    By CFP, April 18, 2019
    • 6 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • May 1, 2019

28. qualifications for employers.....

    By Guest SprinklerGuy, March 3, 2004
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 3, 2004

29. Matching contribution formula

    By k man, February 5, 2009
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 5, 2009

30. Top-Paid Election Merger

    By Guest m2b2, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2008

31. 1099R Issue

    By Guest Powers, January 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • January 24, 2007

32. BRF & Control group

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

33. EACA Covered Employees / Uniformity Requirement

    By Gruegen, November 3, 2015
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • November 3, 2015

34. Transfer of In-Plan Annuity to an IRA

    By CharlesS, August 19, 2021
    • 4 replies
    • 1.4k views
    • 
    • ErnieG
    • August 20, 2021

35. Aggregation of SH 401(k) Plan and non SH 401(k) Plan

    By smm, February 22, 2008
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 22, 2008

36. US Citizen Working Overseas

    By Guest, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

37. Short Plan Yar Help

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

38. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • March 17, 2011

39. Pricing for Participant Transactions Processed via Paper Forms

    By Guest Gerard Mennella, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • February 23, 2001

40. Need Help with 410 (b) Calc (Corrected Summary)

    By Guest GG, January 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

41. Pension -PBCG

    By Guest DDDlump, August 15, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

42. Special Tax Notice and Roth contributions

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

43. What to do with plan when self employed doctor sells practice and moves to another city.

    By jkharvey, August 9, 2005
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • August 10, 2005

44. Term'd participant is now perm. disabled

    By doombuggy, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • doombuggy
    • March 23, 2004

45. Relius Paperless Loan Process

    By Guest Pension250, August 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 11, 2010

46. Too much withheld from paycheck

    By Guest Peggy806, March 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 2, 2010

47. another deduction question

    By thepensionmaven, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • thepensionmaven
    • December 30, 1999

48. Rollover of death benefit by domestic partner

    By Guest Bud, March 10, 2004
    • 4 replies
    • 1.4k views
    • 
    • jsb
    • March 11, 2004

49. Multiple Employer plan testing

    By B21, October 26, 2012
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 26, 2012

50. Deposit of deferrals - Blue Book Q&A

    By Guest Philip Simpkins, June 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 1999